Ticker: ISMD CUSIP: 66538H641 Class: INSPIRE SML/ MID
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WorthPointe, LLC | 54,968 | $2,121 |
| Q3 Asset Management | 8,685 | $0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 124,467 | $5,014 |
| Simplicity Wealth,LLC | 5,247 | $202 |
| Strategic Blueprint, LLC | 5,652 | $218 |
| MCF Advisors LLC | 2,137 | $82 |
| Waverly Advisors, LLC | 5,347 | $206 |
| TWO SIGMA INVESTMENTS, LP | 11,200 | $432 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,535 | $445 |
| MML INVESTORS SERVICES, LLC | 6,102 | $235 |
| SRS Capital Advisors, Inc. | 2,357 | $91 |
| Kestra Advisory Services, LLC | 3,091 | $119 |
| Sound Income Strategies, LLC | 834 | $35 |
| Camelot Portfolios, LLC | 23 | $1 |
| Allworth Financial LP | 10 | $0 |
| CITIGROUP INC | 1 | $0 |
| CX Institutional | 148 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Christian Investment Advisors, Inc. | 228,891 | 371,840 | +142,949 (+62.5%) |
| PAX Financial Group, LLC | 193,539 | 197,681 | +4,142 (+2.1%) |
| Sound Financial Strategies Group, LLC | 44,518 | 45,924 | +1,406 (+3.2%) |
| Providence Financial Advisors, LLC | 9,786 | 12,527 | +2,741 (+28.0%) |
| FAMILY WEALTH PARTNERS, LLC | 6,150 | 13,815 | +7,665 (+124.6%) |
| Frontier Asset Management, LLC | 11,975 | 22,756 | +10,781 (+90.0%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 161,712 | 181,514 | +19,802 (+12.2%) |
| AlphaStar Capital Management, LLC | 62,647 | 66,630 | +3,983 (+6.4%) |
| Revisor Wealth Management LLC | 14,481 | 15,421 | +940 (+6.5%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18,919 | 22,383 | +3,464 (+18.3%) |
| EverSource Wealth Advisors, LLC | 29,049 | 33,292 | +4,243 (+14.6%) |
| GTS SECURITIES LLC | 21,581 | 25,394 | +3,813 (+17.7%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21,665 | 27,647 | +5,982 (+27.6%) |
| Financial Advisory Corp | 20,507 | 21,023 | +516 (+2.5%) |
| LPL Financial LLC | 200,465 | 206,555 | +6,090 (+3.0%) |
| CITADEL ADVISORS LLC | 5,744 | 11,705 | +5,961 (+103.8%) |
| Cetera Investment Advisers | 27,645 | 32,332 | +4,687 (+17.0%) |
| Golden State Equity Partners | 6,487 | 6,873 | +386 (+6.0%) |
| JONES FINANCIAL COMPANIES LLLP | 6,683 | 9,160 | +2,477 (+37.1%) |
| AE Wealth Management LLC | 10,033 | 11,847 | +1,814 (+18.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OneAscent Financial Services LLC | 461,279 | 94,614 | -366,665 (-79.5%) |
| CreativeOne Wealth, LLC | 161,127 | 5,189 | -155,938 (-96.8%) |
| Koss-Olinger Consulting, LLC | 22,123 | 18,988 | -3,135 (-14.2%) |
| TRUST POINT INC. | 16,476 | 14,591 | -1,885 (-11.4%) |
| GOLDMAN SACHS GROUP INC | 104,025 | 59,108 | -44,917 (-43.2%) |
| Buckingham Strategic Partners | 23,391 | 17,161 | -6,230 (-26.6%) |
| Sanctuary Advisors, LLC | 26,694 | 23,012 | -3,682 (-13.8%) |
| IFP Advisors, Inc | 16,279 | 14,585 | -1,694 (-10.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 12,160 | 7,723 | -4,437 (-36.5%) |
| OSAIC HOLDINGS, INC. | 14,252 | 11,887 | -2,365 (-16.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,515 | 15,284 | -2,231 (-12.7%) |
| CWM, LLC | 61,096 | 19,487 | -41,609 (-68.1%) |
| HARBOUR INVESTMENTS, INC. | 4,880 | 4,752 | -128 (-2.6%) |
| Cambridge Investment Research Advisors, Inc. | 30,112 | 20,534 | -9,578 (-31.8%) |
| MORGAN STANLEY | 1,030 | 1,011 | -19 (-1.8%) |
| FMR LLC | 156 | 148 | -8 (-5.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Optivise Advisory Services LLC | 6,964 | $271 |
| RMG Wealth Management LLC | 13,412 | $520 |
| PRINCIPAL SECURITIES, INC. | 531 | $21 |
| ASSETMARK, INC | 288 | $11 |