Ticker: IBDZ CUSIP: 46438G653 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 486,439 | $12,827 |
| NESTEGG ADVISORS, INC. | 185,601 | $4,894 |
| Motley Fool Wealth Management, LLC | 455,702 | $12,017 |
| Gilbert & Cook, Inc. | 36,280 | $957 |
| XML Financial, LLC | 8,666 | $229 |
| Sound View Wealth Advisors Group, LLC | 7,632 | $201 |
| First National Trust Co | 9,928 | $262 |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,679 | $282 |
| Janney Montgomery Scott LLC | 219,064 | $6 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19,393 | $511 |
| GOLDMAN SACHS GROUP INC | 50,250 | $1,325 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,603 | $42 |
| Princeton Global Asset Management LLC | 400 | $11 |
| Bogart Wealth, LLC | 566 | $15 |
| Thrivent Financial for Lutherans | 7,853 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Seneca House Advisors | 36,142 | 285,269 | +249,127 (+689.3%) |
| SIGMA INVESTMENT COUNSELORS INC | 21,210 | 653,888 | +632,678 (+2982.9%) |
| MB, LEVIS & ASSOCIATES, LLC | 498,092 | 504,186 | +6,094 (+1.2%) |
| Summit Financial, LLC | 522,212 | 1,657,455 | +1,135,243 (+217.4%) |
| Arrow Financial Corp | 287,632 | 400,877 | +113,245 (+39.4%) |
| Guidance Point Advisors, LLC | 238,484 | 257,841 | +19,357 (+8.1%) |
| 4Thought Financial Group Inc. | 170,739 | 173,923 | +3,184 (+1.9%) |
| Michael S. Ryan, Inc. | 92,060 | 97,572 | +5,512 (+6.0%) |
| Capital Investment Advisors, LLC | 1,995,931 | 2,248,701 | +252,770 (+12.7%) |
| MV CAPITAL MANAGEMENT, INC. | 540,082 | 557,365 | +17,283 (+3.2%) |
| SUMMITRY LLC | 1,234,310 | 1,262,550 | +28,240 (+2.3%) |
| LYELL WEALTH MANAGEMENT, LP | 17,725 | 82,610 | +64,885 (+366.1%) |
| Koesten, Hirschmann & Crabtree, INC. | 3,300 | 11,025 | +7,725 (+234.1%) |
| Keeler THomas Management LLC | 51,113 | 52,946 | +1,833 (+3.6%) |
| Stonebrook Private Inc. | 84,384 | 87,200 | +2,816 (+3.3%) |
| CNB Bank | 1,857 | 4,733 | +2,876 (+154.9%) |
| Parallel Advisors, LLC | 177,703 | 199,895 | +22,192 (+12.5%) |
| Associated Banc-Corp | 18,758 | 37,973 | +19,215 (+102.4%) |
| Kestra Advisory Services, LLC | 165,277 | 220,764 | +55,487 (+33.6%) |
| Sarver Vrooman Wealth Advisors | 20,609 | 21,073 | +464 (+2.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Atlantic Union Bankshares Corp | 167,777 | 136,202 | -31,575 (-18.8%) |
| LITTLE HOUSE CAPITAL LLC | 41,811 | 39,346 | -2,465 (-5.9%) |
| SEAVIEW INVESTMENT MANAGERS LLC | 10,174 | 8,374 | -1,800 (-17.7%) |
| Greater Midwest Financial Group, LLC | 15,550 | 15,005 | -545 (-3.5%) |
| COLDSTREAM CAPITAL MANAGEMENT INC | 59,635 | 41,457 | -18,178 (-30.5%) |
| BENJAMIN EDWARDS INC | 182,207 | 169,217 | -12,990 (-7.1%) |
| JPMORGAN CHASE & CO | 80,741 | 26,335 | -54,406 (-67.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 109,911 | 68,175 | -41,736 (-38.0%) |
| CITADEL ADVISORS LLC | 40,330 | 21,795 | -18,535 (-46.0%) |
| FLOW TRADERS U.S. LLC | 41,896 | 36,662 | -5,234 (-12.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Simplicity Wealth,LLC | 15,130 | $400 |
| United Community Bank | 1,515 | $40 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9,156 | $242 |
| Stratos Wealth Partners, LTD. | 7,790 | $206 |