Ticker: ARTY CUSIP: 46435U556 Class: ROBOTICS ARTIF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Investor's Fiduciary Advisor Network, LLC | 64,238 | $3 |
| RETIREMENT CAPITAL STRATEGIES | 19,561 | $942 |
| Stonebrook Private Inc. | 32,527 | $1,567 |
| Kingdom Financial Group LLC. | 11,024 | $531 |
| SONATA CAPITAL GROUP INC | 5,850 | $282 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 4,307 | $208 |
| Riverbend Wealth Management, LLC | 4,237 | $204 |
| Opus Capital Group, LLC | 38,028 | $2 |
| Next Level Wealth Planning, LLC | 4,687 | $226 |
| Ellis Investment Partners, LLC | 11,702 | $564 |
| GEM Asset Management, LLC | 4,015 | $202 |
| BCS Wealth Management | 10,294 | $496 |
| San Luis Wealth Advisors LLC | 6,646 | $320 |
| Advyzon Investment Management, LLC | 6,404 | $309 |
| BROWN ADVISORY INC | 304,299 | $14,661 |
| Lodestone Wealth Management LLC | 1,873 | $90 |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,836 | $522 |
| Leo Wealth, LLC | 6,720 | $324 |
| LIBERTY WEALTH MANAGEMENT LLC | 4,657 | $224 |
| Financial Partners Group, Inc | 4,428 | $228 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Shira Ridge Wealth Management | 16,498 | 84,743 | +68,245 (+413.7%) |
| McNaughton Wealth Management, LLC | 113,128 | 127,966 | +14,838 (+13.1%) |
| CORA CAPITAL ADVISORS LLC | 74,669 | 79,922 | +5,253 (+7.0%) |
| HERBST GROUP, LLC | 6,000 | 14,564 | +8,564 (+142.7%) |
| CASCADE INVESTMENT GROUP, INC. | 29,682 | 32,507 | +2,825 (+9.5%) |
| ALEXANDER LABRUNERIE & CO., INC. | 101,029 | 102,665 | +1,636 (+1.6%) |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 32,359 | 33,829 | +1,470 (+4.5%) |
| Ardent Capital Management, Inc. | 38,222 | 42,062 | +3,840 (+10.0%) |
| Flagship Private Wealth, LLC | 7,192 | 13,475 | +6,283 (+87.4%) |
| Kingsview Wealth Management, LLC | 6,762 | 143,600 | +136,838 (+2023.6%) |
| Wealth Management Partners, LLC | 47,730 | 51,886 | +4,156 (+8.7%) |
| ASSETMARK, INC | 41,181 | 631,409 | +590,228 (+1433.3%) |
| H&H Retirement Design & Management INC | 26,207 | 27,880 | +1,673 (+6.4%) |
| Trek Financial, LLC | 154,700 | 169,312 | +14,612 (+9.4%) |
| Wealth Management Associates, Inc. | 20,059 | 23,109 | +3,050 (+15.2%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,206,214 | 2,094,259 | +888,045 (+73.6%) |
| Goldstone Financial Group, LLC | 25,696 | 32,540 | +6,844 (+26.6%) |
| EHRLICH FINANCIAL GROUP | 9,504 | 10,669 | +1,165 (+12.3%) |
| ADVOCATE GROUP LLC | 6,719 | 11,054 | +4,335 (+64.5%) |
| NorthRock Partners, LLC | 103,940 | 130,110 | +26,170 (+25.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BostonPremier Wealth LLC | 96,432 | 91,998 | -4,434 (-4.6%) |
| Wharton Business Group, LLC | 989,042 | 954,682 | -34,360 (-3.5%) |
| 5th Street Advisors, LLC | 81,672 | 79,630 | -2,042 (-2.5%) |
| Plan A Wealth LLC | 12,046 | 8,409 | -3,637 (-30.2%) |
| Matisse Capital | 12,961 | 9,019 | -3,942 (-30.4%) |
| KERR FINANCIAL PLANNING Corp | 6,616 | 5,685 | -931 (-14.1%) |
| TD Waterhouse Canada Inc. | 320,597 | 167,749 | -152,848 (-47.7%) |
| Cladis Investment Advisory, LLC | 21,145 | 19,795 | -1,350 (-6.4%) |
| Glass Jacobson Investment Advisors llc | 15,032 | 12,471 | -2,561 (-17.0%) |
| Private Advisor Group, LLC | 158,962 | 37,254 | -121,708 (-76.6%) |
| Amplius Wealth Advisors, LLC | 17,276 | 11,271 | -6,005 (-34.8%) |
| Arkadios Wealth Advisors | 44,317 | 31,895 | -12,422 (-28.0%) |
| AMERIPRISE FINANCIAL INC | 1,324,334 | 1,019,810 | -304,524 (-23.0%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81,897 | 31,217 | -50,680 (-61.9%) |
| AE Wealth Management LLC | 39,490 | 30,823 | -8,667 (-21.9%) |
| Keystone Wealth Services, LLC | 8,806 | 8,266 | -540 (-6.1%) |
| Kestra Advisory Services, LLC | 70,969 | 62,545 | -8,424 (-11.9%) |
| HSBC HOLDINGS PLC | 29,300 | 18,300 | -11,000 (-37.5%) |
| Family Office Research LLC | 10,356 | 10,193 | -163 (-1.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 96,121 | 87,002 | -9,119 (-9.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Sivia Capital Partners, LLC | 27,148 | $1,243 |
| Synergy Asset Management, LLC | 54,714 | $2,505 |
| FLOW TRADERS U.S. LLC | 95,311 | $4 |
| Consolidated Portfolio Review Corp | 14,665 | $671 |
| GPS Wealth Strategies Group, LLC | 2,730 | $125 |
| BRIGHTON JONES LLC | 9,731 | $446 |
| JANE STREET GROUP, LLC | 120,025 | $5,495 |
| TruNorth Capital Management, LLC | 1,055 | $48 |
| GOLDMAN SACHS GROUP INC | 87,178 | $3,991 |
| OLD MISSION CAPITAL LLC | 4,875 | $223 |
| Saranac Partners Ltd | 725 | $33 |
| MMA ASSET MANAGEMENT LLC | 546 | $25 |
| Valmark Advisers, Inc. | 5,824 | $267 |
| RENAISSANCE TECHNOLOGIES LLC | 13,400 | $613 |
| Buckingham Strategic Partners | 4,084 | $201 |
| Mirae Asset Global Investments Co., Ltd. | 8,000 | $366 |
| D. E. Shaw & Co., Inc. | 7,428 | $340 |
| Tripletail Wealth Management, LLC | 115 | $6 |
| FARMERS & MERCHANTS INVESTMENTS INC | 1,637 | $75 |
| Heartwood Wealth Advisors LLC | 587 | $27 |