Ticker: IBTP CUSIP: 46438G646 Class: IBONDS DEC 2034
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CNB Bank | 4,832 | $125 |
| Guidance Point Advisors, LLC | 7,787 | $201 |
| DEARBORN PARTNERS LLC | 7,801 | $206 |
| Apella Capital, LLC | 14,397 | $372 |
| MORGAN STANLEY | 157,174 | $4,057 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,413 | $708 |
| UBS Group AG | 12,329 | $318 |
| WELLS FARGO & COMPANY/MN | 8,509 | $220 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 219,045 | 234,732 | +15,687 (+7.2%) |
| Atlantic Union Bankshares Corp | 959,930 | 1,272,993 | +313,063 (+32.6%) |
| BENJAMIN EDWARDS INC | 26,579 | 467,890 | +441,311 (+1660.4%) |
| SUMMITRY LLC | 832,967 | 859,319 | +26,352 (+3.2%) |
| Accretive Wealth Partners, LLC | 124,499 | 128,645 | +4,146 (+3.3%) |
| Probity Advisors, Inc. | 101,800 | 110,486 | +8,686 (+8.5%) |
| Petros Family Wealth, LLC | 17,756 | 20,045 | +2,289 (+12.9%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 642,704 | 716,175 | +73,471 (+11.4%) |
| Keeler THomas Management LLC | 62,416 | 63,816 | +1,400 (+2.2%) |
| STIFEL FINANCIAL CORP | 98,748 | 525,933 | +427,185 (+432.6%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 60,275 | 76,340 | +16,065 (+26.7%) |
| ROYAL BANK OF CANADA | 267,906 | 346,272 | +78,366 (+29.3%) |
| MERCER GLOBAL ADVISORS INC /ADV | 100,410 | 120,865 | +20,455 (+20.4%) |
| D.A. DAVIDSON & CO. | 367,614 | 374,084 | +6,470 (+1.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 152,219 | 172,964 | +20,745 (+13.6%) |
| BANK OF AMERICA CORP /DE/ | 28,073 | 38,790 | +10,717 (+38.2%) |
| Jacobi Capital Management LLC | 10,001 | 11,080 | +1,079 (+10.8%) |
| RAYMOND JAMES FINANCIAL INC | 27,298 | 29,681 | +2,383 (+8.7%) |
| IFP Advisors, Inc | 3,702 | 4,770 | +1,068 (+28.8%) |
| U.S. Capital Wealth Advisors, LLC | 36,136 | 36,871 | +735 (+2.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | 89,511 | 29,553 | -59,958 (-67.0%) |
| Reliant Wealth Planning | 54,310 | 52,382 | -1,928 (-3.5%) |
| LPL Financial LLC | 496,608 | 36,091 | -460,517 (-92.7%) |
| Krilogy Financial LLC | 35,396 | 24,359 | -11,037 (-31.2%) |
| Cetera Investment Advisers | 195,650 | 56,274 | -139,376 (-71.2%) |
| HighTower Advisors, LLC | 105,298 | 103,335 | -1,963 (-1.9%) |
| CITADEL ADVISORS LLC | 30,321 | 28,823 | -1,498 (-4.9%) |
| COMERICA BANK | 3,138 | 1,971 | -1,167 (-37.2%) |
| GOLDMAN SACHS GROUP INC | 34,190 | 33,551 | -639 (-1.9%) |
| OSAIC HOLDINGS, INC. | 1,942 | 1,839 | -103 (-5.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kestra Advisory Services, LLC | 189,477 | $4,909 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18,800 | $487 |
| ENVESTNET ASSET MANAGEMENT INC | 60,027 | $1,555 |
| FLOW TRADERS U.S. LLC | 15,019 | $0 |
| Financial Engines Advisors L.L.C. | 7,967 | $206 |
| Advisory Services Network, LLC | 1,052 | $27 |