Ticker: LDUR CUSIP: 72201R718 Class: ENHNCD LW DUR AC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Tribridge Partners Financial LLC | 3,027 | $290 |
| SOL Capital Management CO | 19,005 | $2 |
| SMITH, MOORE & CO. | 5,861 | $562 |
| MCF Advisors LLC | 6,427 | $619 |
| IHT Wealth Management, LLC | 11,543 | $1,107 |
| FMR LLC | 1,821,453 | $174,759 |
| Diversify Advisory Services, LLC | 5,568 | $535 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42,724 | $4,099 |
| Kingdom Financial Group LLC. | 287 | $28 |
| Focus Partners Wealth | 14,223 | $1,365 |
| CITADEL ADVISORS LLC | 30,681 | $2,944 |
| TD Waterhouse Canada Inc. | 4,360 | $418 |
| Lodestone Wealth Management LLC | 208 | $20 |
| GOLDMAN SACHS GROUP INC | 14,126 | $1,355 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,379 | $708 |
| TRUIST FINANCIAL CORP | 2,296 | $220 |
| SRS Capital Advisors, Inc. | 507 | $49 |
| NATIONAL BANK OF CANADA /FI/ | 500 | $48 |
| Rockefeller Capital Management L.P. | 378 | $36 |
| Manchester Capital Management LLC | 93 | $9 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| O'Connor Financial Group LLC | 219,812 | 231,409 | +11,597 (+5.3%) |
| CarsonAllaria Wealth Management, Ltd. | 55,175 | 62,645 | +7,470 (+13.5%) |
| KELLY FINANCIAL GROUP LLC | 266,660 | 274,819 | +8,159 (+3.1%) |
| Advocacy Wealth Management Services, LLC | 891,551 | 911,899 | +20,348 (+2.3%) |
| Treasure Coast Financial Planning | 41,693 | 44,948 | +3,255 (+7.8%) |
| BankPlus Wealth Management LLC | 10,455 | 14,750 | +4,295 (+41.1%) |
| Visionary Wealth Advisors | 19,409 | 68,459 | +49,050 (+252.7%) |
| Barnes Wealth Management Group, Inc | 27,693 | 28,559 | +866 (+3.1%) |
| Wealth Advisors of Iowa, LLC | 13,647 | 16,860 | +3,213 (+23.5%) |
| VALLEY NATIONAL ADVISERS INC | 51,607 | 59,728 | +8,121 (+15.7%) |
| Family Investment Center, Inc. | 19,247 | 22,049 | +2,802 (+14.6%) |
| SkyOak Wealth, LLC | 41,231 | 43,064 | +1,833 (+4.4%) |
| Essex Financial Services, Inc. | 44,772 | 49,110 | +4,338 (+9.7%) |
| Lloyd Advisory Services, LLC. | 2,502 | 3,298 | +796 (+31.8%) |
| American Institute for Advanced Investment Management, LLP | 4,223 | 4,573 | +350 (+8.3%) |
| Skyline Advisors, Inc. | 3,134 | 3,739 | +605 (+19.3%) |
| Curi Capital, LLC | 5,159 | 12,805 | +7,646 (+148.2%) |
| CGC Financial Services, LLC | 3,325 | 3,985 | +660 (+19.8%) |
| LPL Financial LLC | 430,783 | 597,089 | +166,306 (+38.6%) |
| Farther Finance Advisors, LLC | 13,663 | 19,887 | +6,224 (+45.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beckerman Institutional, LLC | 67,494 | 54,923 | -12,571 (-18.6%) |
| Beacon Capital Management, Inc. | 255,336 | 178,039 | -77,297 (-30.3%) |
| Smart Portfolios, LLC | 8,184 | 3,277 | -4,907 (-60.0%) |
| Dynamic Advisor Solutions LLC | 99,523 | 67,853 | -31,670 (-31.8%) |
| Legacy Capital Group California, Inc. | 46,982 | 45,673 | -1,309 (-2.8%) |
| Clear Creek Financial Management, LLC | 16,751 | 5,825 | -10,926 (-65.2%) |
| Compass Financial Group, Inc. | 13,542 | 12,841 | -701 (-5.2%) |
| OneDigital Investment Advisors LLC | 145,825 | 117,358 | -28,467 (-19.5%) |
| MGO ONE SEVEN LLC | 32,926 | 16,593 | -16,333 (-49.6%) |
| PAX Financial Group, LLC | 21,535 | 19,845 | -1,690 (-7.8%) |
| CALDWELL SUTTER CAPITAL, INC. | 6,354 | 5,695 | -659 (-10.4%) |
| HOWLAND CAPITAL MANAGEMENT LLC | 72,383 | 67,972 | -4,411 (-6.1%) |
| HOWARD BAILEY SECURITIES, LLC | 3,714 | 3,095 | -619 (-16.7%) |
| Cedar Wealth Management, LLC | 2,168 | 1,464 | -704 (-32.5%) |
| Krilogy Financial LLC | 11,626 | 8,212 | -3,414 (-29.4%) |
| IFP Advisors, Inc | 35,846 | 32,170 | -3,676 (-10.3%) |
| PFG Advisors | 25,695 | 23,671 | -2,024 (-7.9%) |
| Legacy Capital Wealth Partners, LLC | 17,875 | 17,638 | -237 (-1.3%) |
| UBS Group AG | 196,143 | 119,578 | -76,565 (-39.0%) |
| GeoWealth Management, LLC | 18,170 | 16,508 | -1,662 (-9.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WIN ADVISORS, INC | 8,918 | $857 |
| Capstone Triton Financial Group, LLC | 4,128 | $397 |
| CLEAR INVESTMENT RESEARCH, LLC | 1,978 | $190 |
| WORLD EQUITY GROUP, INC. | 2,404 | $231 |
| Austin Private Wealth, LLC | 4,417 | $425 |
| Kovitz Investment Group Partners, LLC | 15,552 | $1,495 |
| Advisory Services Network, LLC | 8,022 | $771 |
| Future Financial Wealth Managment LLC | 300 | $29 |
| Clearstead Advisors, LLC | 268 | $26 |
| MAI Capital Management | 85 | $8 |
| Wagner Wealth Management, LLC | 1 | $0 |