Ticker: IBMQ CUSIP: 46435U325 Class: IBONDS DEC 28
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SONATA CAPITAL GROUP INC | 99,360 | $2,541 |
| PSI Advisors, LLC | 109,100 | $2,790 |
| Ellis Investment Partners, LLC | 69,683 | $1,782 |
| Lantz Financial LLC | 43,248 | $1,106 |
| ArborFi Advisors, LLC | 7,963 | $204 |
| MEMBERS WEALTH LLC | 7,970 | $205 |
| PFG Private Wealth Management, LLC | 9,852 | $252 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 21,375 | $547 |
| TRUE Private Wealth Advisors | 27,438 | $702 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 8,237 | $211 |
| MV CAPITAL MANAGEMENT, INC. | 14,375 | $368 |
| HORAN Wealth, LLC | 8,495 | $217 |
| Princeton Global Asset Management LLC | 4,705 | $120 |
| OneDigital Investment Advisors LLC | 46,090 | $1,179 |
| Modern Wealth Management, LLC | 18,375 | $470 |
| Plante Moran Financial Advisors, LLC | 649 | $17 |
| Sound Income Strategies, LLC | 43 | $1 |
| AE Wealth Management LLC | 38 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Atwater Malick LLC | 11,899 | 95,171 | +83,272 (+699.8%) |
| Praetorian Wealth Management, Inc. | 241,939 | 267,346 | +25,407 (+10.5%) |
| Covington Investment Advisors Inc. | 312,670 | 371,320 | +58,650 (+18.8%) |
| LBMC INVESTMENT ADVISORS, LLC | 438,507 | 518,402 | +79,895 (+18.2%) |
| MERCER GLOBAL ADVISORS INC /ADV | 900,305 | 3,902,720 | +3,002,415 (+333.5%) |
| Granite Harbor Advisors, Inc. | 54,599 | 63,646 | +9,047 (+16.6%) |
| Godshalk Welsh Capital Management, Inc. | 29,300 | 35,300 | +6,000 (+20.5%) |
| FF Advisors,LLC | 20,875 | 28,676 | +7,801 (+37.4%) |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 393,232 | 409,256 | +16,024 (+4.1%) |
| Sound View Wealth Advisors Group, LLC | 102,895 | 145,978 | +43,083 (+41.9%) |
| HOWLAND CAPITAL MANAGEMENT LLC | 360,520 | 409,820 | +49,300 (+13.7%) |
| Evergreen Private Wealth LLC | 45,095 | 49,183 | +4,088 (+9.1%) |
| Stratos Wealth Advisors, LLC | 167,004 | 200,616 | +33,612 (+20.1%) |
| Helen Stephens Group, LLC | 34,929 | 42,960 | +8,031 (+23.0%) |
| Wick Capital Partners, LLC | 10,524 | 20,324 | +9,800 (+93.1%) |
| Cyndeo Wealth Partners, LLC | 96,764 | 121,517 | +24,753 (+25.6%) |
| Rossmore Private Capital | 17,887 | 33,829 | +15,942 (+89.1%) |
| Clearstead Advisors, LLC | 913,028 | 962,006 | +48,978 (+5.4%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 99,849 | 123,935 | +24,086 (+24.1%) |
| Hills Bank & Trust Co | 384,643 | 391,299 | +6,656 (+1.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 48,256 | 22,563 | -25,693 (-53.2%) |
| Legacy Private Trust Co. | 82,149 | 39,523 | -42,626 (-51.9%) |
| NESTEGG ADVISORS, INC. | 10,030 | 8,180 | -1,850 (-18.4%) |
| WOODMONT INVESTMENT COUNSEL LLC | 85,231 | 69,588 | -15,643 (-18.4%) |
| Signature Wealth Management Group | 46,985 | 46,090 | -895 (-1.9%) |
| Quantum Financial Advisors, LLC | 129,646 | 127,876 | -1,770 (-1.4%) |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 14,202 | 12,673 | -1,529 (-10.8%) |
| Financial Advisory Corp | 26,085 | 23,586 | -2,499 (-9.6%) |
| Klingman & Associates, LLC | 16,404 | 12,693 | -3,711 (-22.6%) |
| Meridian Wealth Management, LLC | 14,801 | 10,158 | -4,643 (-31.4%) |
| RAYMOND JAMES FINANCIAL INC | 167,668 | 126,430 | -41,238 (-24.6%) |
| OSAIC HOLDINGS, INC. | 36,664 | 21,182 | -15,482 (-42.2%) |
| MASSMUTUAL TRUST CO FSB/ADV | 17,077 | 13,615 | -3,462 (-20.3%) |
| Accretive Wealth Partners, LLC | 8,379 | 7,892 | -487 (-5.8%) |
| Archford Capital Strategies, LLC | 13,065 | 12,095 | -970 (-7.4%) |
| Steward Partners Investment Advisory, LLC | 11,666 | 5,907 | -5,759 (-49.4%) |
| CITADEL ADVISORS LLC | 22,318 | 15,009 | -7,309 (-32.7%) |
| Private Advisor Group, LLC | 17,962 | 15,612 | -2,350 (-13.1%) |
| Glenview Trust co | 36,400 | 35,413 | -987 (-2.7%) |
| FMR LLC | 2,805 | 1,964 | -841 (-30.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Brinker Capital Investments, LLC | 48,854 | $1,253 |
| ENVESTNET ASSET MANAGEMENT INC | 133,015 | $3,410 |
| PGIM Custom Harvest LLC | 9,193 | $236 |
| Wealthspire Advisors, LLC | 7,819 | $200 |
| PRINCIPAL SECURITIES, INC. | 20 | $1 |