Ticker: IBD CUSIP: 66538H633 Class: INSPIRE CORP BD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WorthPointe, LLC | 312,296 | $7,558 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 10,500 | $254 |
| SUMMIT WEALTH GROUP LLC / CO | 34,238 | $829 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 585,420 | $14,144 |
| AE Wealth Management LLC | 30,042 | $727 |
| Waverly Advisors, LLC | 14,691 | $356 |
| SRS Capital Advisors, Inc. | 732 | $18 |
| MCF Advisors LLC | 88 | $2 |
| CX Institutional | 365 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Inspire Advisors, LLC | 3,085,641 | 3,371,726 | +286,085 (+9.3%) |
| Christian Investment Advisors, Inc. | 582,304 | 608,768 | +26,464 (+4.5%) |
| Plan A Wealth LLC | 238,168 | 282,343 | +44,175 (+18.5%) |
| OneAscent Financial Services LLC | 10,910 | 638,917 | +628,007 (+5756.3%) |
| Faithward Advisors, LLC | 1,496,777 | 1,593,436 | +96,659 (+6.5%) |
| Bare Financial Services, Inc | 673,970 | 714,733 | +40,763 (+6.0%) |
| OneAscent Investment Solutions LLC | 148,564 | 153,954 | +5,390 (+3.6%) |
| Inspire Investing, LLC | 661,400 | 732,647 | +71,247 (+10.8%) |
| Optivise Advisory Services LLC | 28,716 | 55,308 | +26,592 (+92.6%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 937,889 | 987,188 | +49,299 (+5.3%) |
| PVG ASSET MANAGEMENT CORP | 9,171 | 11,071 | +1,900 (+20.7%) |
| OneAscent Family Office, LLC | 26,278 | 33,746 | +7,468 (+28.4%) |
| PAX Financial Group, LLC | 331,634 | 338,696 | +7,062 (+2.1%) |
| Range Financial Group LLC | 132,278 | 137,359 | +5,081 (+3.8%) |
| Legacy Wealth Asset Management, LLC | 151,633 | 159,631 | +7,998 (+5.3%) |
| Straight Path Wealth Management | 6,500 | 19,629 | +13,129 (+202.0%) |
| TrueWealth Advisors, LLC | 84,279 | 92,226 | +7,947 (+9.4%) |
| Allen Capital Group, LLC | 43,648 | 58,102 | +14,454 (+33.1%) |
| Schwallier Wealth Management LLC | 17,266 | 19,147 | +1,881 (+10.9%) |
| First Heartland Consultants, Inc. | 26,991 | 40,882 | +13,891 (+51.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HFG Wealth Management, LLC | 72,371 | 41,726 | -30,645 (-42.3%) |
| CreativeOne Wealth, LLC | 615,018 | 37,512 | -577,506 (-93.9%) |
| Turning Point Benefit Group, Inc. | 38,812 | 30,298 | -8,514 (-21.9%) |
| Harvest Investment Services, LLC | 16,110 | 13,327 | -2,783 (-17.3%) |
| Clarity Asset Management, Inc. | 1,173 | 120 | -1,053 (-89.8%) |
| Valmark Advisers, Inc. | 197,928 | 188,773 | -9,155 (-4.6%) |
| GOLDMAN SACHS GROUP INC | 61,544 | 20,087 | -41,457 (-67.4%) |
| RAYMOND JAMES FINANCIAL INC | 93,287 | 73,872 | -19,415 (-20.8%) |
| HOWARD BAILEY SECURITIES, LLC | 11,820 | 11,624 | -196 (-1.7%) |
| HARBOUR INVESTMENTS, INC. | 2,944 | 2,780 | -164 (-5.6%) |
| MORGAN STANLEY | 32 | 1 | -31 (-96.9%) |
| Cambridge Investment Research Advisors, Inc. | 64,607 | 62,992 | -1,615 (-2.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| LGT Financial Advisors LLC | 8,087 | $195 |
| RMG Wealth Management LLC | 15,653 | $380 |
| Focus Financial Network, Inc. | 10,627 | $258 |
| Advisory Alpha, LLC | 12,369 | $300 |
| JANE STREET GROUP, LLC | 16,462 | $398 |
| PRINCIPAL SECURITIES, INC. | 2,990 | $72 |
| UBS Group AG | 155 | $4 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 109 | $3 |
| Horizon Investments, LLC | 58 | $1 |
| WELLS FARGO & COMPANY/MN | 16 | $0 |