Ticker: HOLA CUSIP: 46654Q591 Class: INTL HDGD EQT LA
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Security National Bank | 281,899 | $14,726 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 21,233 | $1,109 |
| Farther Finance Advisors, LLC | 70,788 | $3,698 |
| Focus Partners Wealth | 52,561 | $2,746 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,339 | $228 |
| JPMORGAN CHASE & CO | 10,294 | $538 |
| RAYMOND JAMES FINANCIAL INC | 8,404 | $439 |
| MML INVESTORS SERVICES, LLC | 5,309 | $277 |
| Kestra Advisory Services, LLC | 2,306 | $120 |
| FLAGSHIP HARBOR ADVISORS, LLC | 231 | $12 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 82,028 | 98,677 | +16,649 (+20.3%) |
| CARY STREET PARTNERS FINANCIAL LLC | 138,016 | 263,222 | +125,206 (+90.7%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 209,929 | 214,112 | +4,183 (+2.0%) |
| Alaska Wealth Advisors | 6,711 | 10,478 | +3,767 (+56.1%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 14,034 | 25,253 | +11,219 (+79.9%) |
| OSAIC HOLDINGS, INC. | 23,408 | 77,682 | +54,274 (+231.9%) |
| JANE STREET GROUP, LLC | 24,061 | 74,047 | +49,986 (+207.7%) |
| Mariner, LLC | 169,267 | 187,591 | +18,324 (+10.8%) |
| LPL Financial LLC | 105,820 | 127,323 | +21,503 (+20.3%) |
| WELLS FARGO & COMPANY/MN | 14,974 | 20,533 | +5,559 (+37.1%) |
| AMERIPRISE FINANCIAL INC | 194,366 | 199,276 | +4,910 (+2.5%) |
| Cetera Investment Advisers | 77,927 | 80,404 | +2,477 (+3.2%) |
| Tradition Wealth Management, LLC | 11,645 | 11,997 | +352 (+3.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 35,772 | 38,122 | +2,350 (+6.6%) |
| STIFEL FINANCIAL CORP | 5,137 | 5,744 | +607 (+11.8%) |
| Alaska Permanent Capital Management | 4,450 | 4,584 | +134 (+3.0%) |
| IFP Advisors, Inc | 1,439 | 1,482 | +43 (+3.0%) |
| Capital Analysts, LLC | 3,665 | 4,729 | +1,064 (+29.0%) |
| Cambridge Investment Research Advisors, Inc. | 4,689 | 5,015 | +326 (+7.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Merit Financial Group, LLC | 376,862 | 244,689 | -132,173 (-35.1%) |
| Longview Financial Advisors LLC | 555 | 226 | -329 (-59.3%) |
| UBS Group AG | 5,161 | 279 | -4,882 (-94.6%) |
| Creative Planning | 7,991 | 7,876 | -115 (-1.4%) |
| MORGAN STANLEY | 304 | 269 | -35 (-11.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| StoneX Group Inc. | 35,282 | $1,820 |
| TCFG WEALTH MANAGEMENT, LLC | 4,623 | $239 |
| Marshall & Sterling Wealth Advisors Inc. | 1,584 | $82 |
| Koshinski Asset Management, Inc. | 3,949 | $204 |
| FMR LLC | 21 | $1 |