Ticker: TMFG CUSIP: 74933W635 Class: MOTLEY FOOL GBL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SageGuard Financial Group, LLC | 32,364 | $976 |
| Simplicity Wealth,LLC | 6,689 | $202 |
| Kingdom Financial Group LLC. | 874 | $26 |
| CITADEL ADVISORS LLC | 14,221 | $429 |
| AQR CAPITAL MANAGEMENT LLC | 8,227 | $248 |
| BANK OF MONTREAL /CAN/ | 1,051 | $32 |
| Capital Investment Advisory Services, LLC | 161 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GTS SECURITIES LLC | 43,224 | 57,597 | +14,373 (+33.3%) |
| JANE STREET GROUP, LLC | 12,009 | 60,187 | +48,178 (+401.2%) |
| Global Retirement Partners, LLC | 507 | 2,416 | +1,909 (+376.5%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,372 | 11,384 | +3,012 (+36.0%) |
| MORGAN STANLEY | 10,690 | 13,010 | +2,320 (+21.7%) |
| FMR LLC | 5,084 | 6,656 | +1,572 (+30.9%) |
| Farther Finance Advisors, LLC | 25,088 | 26,113 | +1,025 (+4.1%) |
| OSAIC HOLDINGS, INC. | 28,523 | 29,012 | +489 (+1.7%) |
| FLOW TRADERS U.S. LLC | 17,101 | 23,125 | +6,024 (+35.2%) |
| Cambridge Investment Research Advisors, Inc. | 7,210 | 7,715 | +505 (+7.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NBC SECURITIES, INC. | 2,027 | 414 | -1,613 (-79.6%) |
| LPL Financial LLC | 59,479 | 51,317 | -8,162 (-13.7%) |
| Allworth Financial LP | 5,856 | 2,158 | -3,698 (-63.1%) |
| PNC Financial Services Group, Inc. | 4,021 | 2,609 | -1,412 (-35.1%) |
| CAPTRUST FINANCIAL ADVISORS | 17,632 | 16,590 | -1,042 (-5.9%) |
| Mariner, LLC | 15,078 | 14,193 | -885 (-5.9%) |
| Creative Planning | 44,323 | 43,814 | -509 (-1.1%) |
| UBS Group AG | 607 | 203 | -404 (-66.6%) |
| MERCER GLOBAL ADVISORS INC /ADV | 8,690 | 8,429 | -261 (-3.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Parvin Asset Management, LLC | 1,115 | $33 |
| Blume Capital Management, Inc. | 4,000 | $120 |
| Abound Wealth Management | 1,864 | $56 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,037 | $1,049 |
| EP Wealth Advisors, LLC | 6,615 | $201 |
| Parallel Advisors, LLC | 557 | $17 |
| Founders Financial Alliance, LLC | 126 | $4 |