Ticker: SMAX CUSIP: 46438G588 Class: LARGE CAP MAX BU
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Blue Sky Capital Consultants Group, Inc. | 23,307 | $628 |
| BIP Wealth, LLC | 164,670 | $4,439 |
| Lifestyle Asset Management, Inc. | 16,978 | $458 |
| Kovack Advisors, Inc. | 14,783 | $398 |
| Kestra Investment Management, LLC | 14,445 | $389 |
| Spire Wealth Management | 7,196 | $194 |
| RAYMOND JAMES FINANCIAL INC | 94,650 | $2,551 |
| Kestra Advisory Services, LLC | 15,881 | $428 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,333 | $1,384 |
| Elevated Capital Advisors, LLC | 648 | $17 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 900 | $24 |
| Thrivent Financial for Lutherans | 7,810 | $0 |
| Kingdom Financial Group LLC. | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 1,359,458 | 1,833,229 | +473,771 (+34.8%) |
| Grantvest Financial Group LLC | 55,252 | 81,291 | +26,039 (+47.1%) |
| FC Advisory LLC | 25,988 | 80,775 | +54,787 (+210.8%) |
| Crewe Advisors LLC | 34,392 | 38,118 | +3,726 (+10.8%) |
| Ausdal Financial Partners, Inc. | 7,768 | 11,600 | +3,832 (+49.3%) |
| GOLDMAN SACHS GROUP INC | 35,068 | 52,436 | +17,368 (+49.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 24,837 | 29,826 | +4,989 (+20.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 25,749 | 27,778 | +2,029 (+7.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AE Wealth Management LLC | 6,724 | 4,551 | -2,173 (-32.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Strategic Blueprint, LLC | 95,847 | $2,567 |
| Signal Advisors Wealth, LLC | 9,853 | $264 |
| OLD MISSION CAPITAL LLC | 25,066 | $671 |
| Snowden Capital Advisors LLC | 11,466 | $307 |
| CITADEL ADVISORS LLC | 34,722 | $930 |
| Advisory Services Network, LLC | 1,350 | $36 |
| UBS Group AG | 98 | $3 |