Ticker: JFLX CUSIP: 46654Q559 Class: Equities
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Provenance Wealth Advisors, LLC | 1,440,771 | $72,356 |
| Bleakley Financial Group, LLC | 273,058 | $13,713 |
| DAYMARK WEALTH PARTNERS, LLC | 165,101 | $8,291 |
| Virtu Financial LLC | 99,391 | $5 |
| VisionPoint Advisory Group, LLC | 9,447 | $474 |
| WealthPLAN Partners, LLC | 9,601 | $482 |
| L. Roy Papp & Associates, LLP | 9,259 | $465 |
| CHOREO, LLC | 28,044 | $1,416 |
| Princeton Global Asset Management LLC | 2,326 | $117 |
| Ameritas Advisory Services, LLC | 5,065 | $254 |
| BankPlus Trust Department | 1,210 | $61 |
| OLD MISSION CAPITAL LLC | 8,941 | $449 |
| World Investment Advisors | 6,994 | $351 |
| JONES FINANCIAL COMPANIES LLLP | 51,801 | $2,601 |
| GOLDMAN SACHS GROUP INC | 32,492 | $1,632 |
| Bank & Trust Co | 126 | $6 |
| Kestra Advisory Services, LLC | 1,413 | $71 |
| Cape Investment Advisory, Inc. | 150 | $8 |
| Trust Co | 161 | $8 |
| RICHARDSON FINANCIAL SERVICES INC. | 19 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| American Trust | 105,498 | 431,799 | +326,301 (+309.3%) |
| Allegheny Financial Group LTD | 602,649 | 638,839 | +36,190 (+6.0%) |
| Sterling Investment Advisors, Ltd. | 369,312 | 413,979 | +44,667 (+12.1%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 67,262 | 71,686 | +4,424 (+6.6%) |
| LWM Advisory Services, LLC | 252,509 | 257,506 | +4,997 (+2.0%) |
| Coastal Bridge Advisors, LLC | 272,088 | 331,187 | +59,099 (+21.7%) |
| Glenview Trust co | 1,956,465 | 1,997,360 | +40,895 (+2.1%) |
| WealthPlan Investment Management, LLC | 68,093 | 94,882 | +26,789 (+39.3%) |
| Klingman & Associates, LLC | 18,246 | 23,816 | +5,570 (+30.5%) |
| JPMORGAN CHASE & CO | 2,339,440 | 3,140,195 | +800,755 (+34.2%) |
| Rockefeller Capital Management L.P. | 27,666 | 84,902 | +57,236 (+206.9%) |
| Simplicity Wealth,LLC | 24,609 | 27,615 | +3,006 (+12.2%) |
| Perigon Wealth Management, LLC | 140,587 | 145,986 | +5,399 (+3.8%) |
| Certified Advisory Corp | 4,920 | 6,847 | +1,927 (+39.2%) |
| RAYMOND JAMES FINANCIAL INC | 276,427 | 315,059 | +38,632 (+14.0%) |
| WELLS FARGO & COMPANY/MN | 1,062,523 | 1,101,759 | +39,236 (+3.7%) |
| JANE STREET GROUP, LLC | 13,779 | 41,128 | +27,349 (+198.5%) |
| Cetera Investment Advisers | 258,725 | 273,145 | +14,420 (+5.6%) |
| PATTON ALBERTSON MILLER GROUP, LLC | 10,043 | 10,697 | +654 (+6.5%) |
| Private Advisor Group, LLC | 20,642 | 24,981 | +4,339 (+21.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sunflower Bank, N.A. | 217,251 | 11,611 | -205,640 (-94.7%) |
| Evolution Wealth Advisors, LLC | 230,707 | 226,843 | -3,864 (-1.7%) |
| RPS ADVISORY SOLUTIONS LLC | 7,204 | 6,268 | -936 (-13.0%) |
| ASSETMARK, INC | 687,643 | 639,591 | -48,052 (-7.0%) |
| AMERIPRISE FINANCIAL INC | 199,283 | 46,632 | -152,651 (-76.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 274,345 | 169,626 | -104,719 (-38.2%) |
| MML INVESTORS SERVICES, LLC | 35,930 | 14,607 | -21,323 (-59.3%) |
| UBS Group AG | 97,631 | 31,609 | -66,022 (-67.6%) |
| OSAIC HOLDINGS, INC. | 59,017 | 35,005 | -24,012 (-40.7%) |
| TRUIST FINANCIAL CORP | 133,360 | 120,486 | -12,874 (-9.7%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,487 | 1,614 | -873 (-35.1%) |
| HighTower Advisors, LLC | 64,571 | 63,832 | -739 (-1.1%) |
| MORGAN STANLEY | 3,306 | 2,644 | -662 (-20.0%) |
| ROYAL BANK OF CANADA | 1,082 | 778 | -304 (-28.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Main Line Retirement Advisors, LLC | 67,718 | $3,400 |
| Brinker Capital Investments, LLC | 4,642 | $233 |
| NewEdge Advisors, LLC | 4,310 | $216 |
| Advisory Services Network, LLC | 739 | $37 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 434 | $22 |
| PRINCIPAL SECURITIES, INC. | 31 | $2 |