Ticker: TOPT CUSIP: 46438G570 Class: TOP 20 U S STOCK
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Coastal Investment Advisors, Inc. | 8,845 | $276 |
| Savvy Advisors, Inc. | 22,139 | $691 |
| WealthPlan Investment Management, LLC | 9,823 | $307 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 13,812 | $431 |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,644 | $176 |
| Concurrent Investment Advisors, LLC | 7,647 | $239 |
| HARBOUR INVESTMENTS, INC. | 5,200 | $162 |
| Qube Research & Technologies Ltd | 24,926 | $778 |
| MML INVESTORS SERVICES, LLC | 7,957 | $249 |
| JANE STREET GROUP, LLC | 11,140 | $348 |
| ARMSTRONG ADVISORY GROUP, INC | 832 | $26 |
| GROUP ONE TRADING, L.P. | 400 | $12 |
| Russell Investments Group, Ltd. | 200 | $6 |
| Farther Finance Advisors, LLC | 175 | $5 |
| FMR LLC | 150 | $5 |
| BNP PARIBAS ARBITRAGE, SA | 43 | $1 |
| Bogart Wealth, LLC | 10 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Core Wealth Partners LLC | 11,317 | 35,199 | +23,882 (+211.0%) |
| Clear Creek Financial Management, LLC | 63,168 | 107,486 | +44,318 (+70.2%) |
| Insight Wealth Partners, LLC | 12,081 | 33,189 | +21,108 (+174.7%) |
| Geneos Wealth Management Inc. | 16,543 | 86,098 | +69,555 (+420.4%) |
| NewEdge Advisors, LLC | 47 | 281,154 | +281,107 (+598100.0%) |
| Consolidated Planning Corp | 35,063 | 42,830 | +7,767 (+22.2%) |
| Keystone Wealth Services, LLC | 41,151 | 43,535 | +2,384 (+5.8%) |
| RAYMOND JAMES FINANCIAL INC | 14,237 | 363,464 | +349,227 (+2453.0%) |
| OPPENHEIMER & CO INC | 50,621 | 65,024 | +14,403 (+28.5%) |
| LPL Financial LLC | 510,961 | 688,738 | +177,777 (+34.8%) |
| OSAIC HOLDINGS, INC. | 28,031 | 63,167 | +35,136 (+125.3%) |
| HighTower Advisors, LLC | 152,371 | 183,900 | +31,529 (+20.7%) |
| Kestra Advisory Services, LLC | 43,733 | 55,209 | +11,476 (+26.2%) |
| J.W. COLE ADVISORS, INC. | 16,857 | 20,972 | +4,115 (+24.4%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 59,650 | 60,960 | +1,310 (+2.2%) |
| UBS Group AG | 300 | 19,844 | +19,544 (+6514.7%) |
| BANK OF AMERICA CORP /DE/ | 1,935 | 13,210 | +11,275 (+582.7%) |
| Legacy Financial Group LLC | 17,197 | 17,914 | +717 (+4.2%) |
| Cetera Investment Advisers | 90,814 | 94,377 | +3,563 (+3.9%) |
| Steward Partners Investment Advisory, LLC | 55,593 | 58,149 | +2,556 (+4.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Goodman Advisory Group, LLC | 425,986 | 390,394 | -35,592 (-8.4%) |
| Tower Research Capital LLC (TRC) | 17,707 | 222 | -17,485 (-98.7%) |
| RIA Advisory Group LLC | 48,285 | 47,580 | -705 (-1.5%) |
| BlackRock, Inc. | 502,738 | 433,919 | -68,819 (-13.7%) |
| Buckingham Strategic Partners | 13,396 | 7,475 | -5,921 (-44.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 254,179 | 241,864 | -12,315 (-4.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 59,179 | 49,024 | -10,155 (-17.2%) |
| Horizon Investments, LLC | 63,405 | 62,576 | -829 (-1.3%) |
| WELLS FARGO & COMPANY/MN | 177 | 108 | -69 (-39.0%) |
| Global Retirement Partners, LLC | 40 | 18 | -22 (-55.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Strategic Financial Concepts, LLC | 12,450 | $379 |
| Belpointe Asset Management LLC | 51,580 | $1,571 |
| PRINCIPAL SECURITIES, INC. | 8,810 | $268 |
| CITADEL ADVISORS LLC | 66,903 | $2,038 |
| Ameritas Advisory Services, LLC | 2,500 | $76 |
| JPMORGAN CHASE & CO | 9,452 | $288 |