Ticker: EMHC CUSIP: 78468R515 Class: BLOOMBERG EMG MK
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Breakwater Investment Management | 4,516 | $115 |
| Concurrent Investment Advisors, LLC | 20,257 | $516 |
| Triumph Capital Management | 2,030 | $52 |
| Sowell Financial Services LLC | 7,929 | $202 |
| Atria Investments, Inc | 10,513 | $268 |
| Kestra Advisory Services, LLC | 9,034 | $230 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,061 | $27 |
| Kingdom Financial Group LLC. | 147 | $4 |
| Cape Investment Advisory, Inc. | 110 | $3 |
| CoreCap Advisors, LLC | 84 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hibernia Wealth Partners, LLC | 56,041 | 112,554 | +56,513 (+100.8%) |
| NOVUS ADVISORS, LLC | 32,231 | 33,071 | +840 (+2.6%) |
| Aspire Private Capital, LLC | 213,033 | 219,229 | +6,196 (+2.9%) |
| Valtinson Bruner Financial Planning LLC | 60,002 | 72,511 | +12,509 (+20.8%) |
| Austin Private Wealth, LLC | 303,725 | 332,887 | +29,162 (+9.6%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 17,233 | 18,024 | +791 (+4.6%) |
| Raleigh Capital Management Inc. | 85,125 | 88,499 | +3,374 (+4.0%) |
| LANDMARK WEALTH MANAGEMENT, INC. | 91,339 | 92,897 | +1,558 (+1.7%) |
| KWB Wealth | 13,009 | 28,507 | +15,498 (+119.1%) |
| AlphaStar Capital Management, LLC | 13,329 | 27,726 | +14,397 (+108.0%) |
| International Private Wealth Advisors LLC | 20,737 | 21,966 | +1,229 (+5.9%) |
| Envestnet Portfolio Solutions, Inc. | 519,243 | 563,937 | +44,694 (+8.6%) |
| Simplicity Wealth,LLC | 40,523 | 44,772 | +4,249 (+10.5%) |
| LPL Financial LLC | 1,231,322 | 1,339,979 | +108,657 (+8.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 560,232 | 602,772 | +42,540 (+7.6%) |
| PRINCIPAL SECURITIES, INC. | 3,924 | 10,575 | +6,651 (+169.5%) |
| MML INVESTORS SERVICES, LLC | 12,362 | 26,000 | +13,638 (+110.3%) |
| RAYMOND JAMES FINANCIAL INC | 12,255 | 31,505 | +19,250 (+157.1%) |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 25,978 | 26,269 | +291 (+1.1%) |
| Signal Advisors Wealth, LLC | 51,430 | 52,363 | +933 (+1.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sharkey, Howes & Javer | 89,372 | 72,250 | -17,122 (-19.2%) |
| OSAIC HOLDINGS, INC. | 423,956 | 28,279 | -395,677 (-93.3%) |
| RICHARDSON FINANCIAL SERVICES INC. | 12,734 | 11,958 | -776 (-6.1%) |
| Merit Financial Group, LLC | 35,913 | 14,434 | -21,479 (-59.8%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 35,360 | 27,070 | -8,290 (-23.4%) |
| Principia Wealth Advisory, LLC | 843 | 462 | -381 (-45.2%) |
| ASSETMARK, INC | 545,983 | 539,558 | -6,425 (-1.2%) |
| VICUS CAPITAL | 36,682 | 35,909 | -773 (-2.1%) |
| Richard W. Paul & Associates, LLC | 3,300 | 3,034 | -266 (-8.1%) |
| RFG Advisory, LLC | 36,929 | 36,449 | -480 (-1.3%) |
| Ascent Group, LLC | 12,724 | 12,278 | -446 (-3.5%) |
| GeoWealth Management, LLC | 8,512 | 8,179 | -333 (-3.9%) |
| Allworth Financial LP | 339 | 225 | -114 (-33.6%) |
| UBS Group AG | 313 | 240 | -73 (-23.3%) |
| Rossby Financial, LCC | 61 | 52 | -9 (-14.8%) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 197 | 188 | -9 (-4.6%) |
| PRIVATE TRUST CO NA | 391 | 384 | -7 (-1.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 13,563 | $342 |
| Strategic Investment Advisors / MI | 32,309 | $87 |
| JANE STREET GROUP, LLC | 20,245 | $510 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,203 | $232 |
| Steward Partners Investment Advisory, LLC | 891 | $22 |
| WELLS FARGO & COMPANY/MN | 570 | $14 |
| EverSource Wealth Advisors, LLC | 55 | $1 |