Ticker: VOLT CUSIP: 87975E834 Class: ELECTRIFICATION
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Members Advisory Group LLC | 334,796 | $9,684 |
| Arrow Financial Corp | 370,946 | $10,730 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 192,427 | $5,566 |
| San Luis Wealth Advisors LLC | 91,073 | $2,634 |
| Brookwood Investment Group LLC | 100,733 | $2,914 |
| Outlook Wealth Advisors, LLC | 42,881 | $1,240 |
| Three Magnolias Financial Advisors, LLC | 7,125 | $206 |
| TCFG WEALTH MANAGEMENT, LLC | 7,485 | $217 |
| Gerber Kawasaki Wealth & Investment Management | 35,094 | $1,015 |
| Brookstone Capital Management | 42,443 | $1,228 |
| AMERIFLEX GROUP, INC. | 1,704 | $49 |
| Baird Financial Group, Inc. | 131,528 | $3,804 |
| Kestra Advisory Services, LLC | 47,436 | $1,372 |
| Apollon Wealth Management, LLC | 13,975 | $404 |
| CITADEL ADVISORS LLC | 52,518 | $1,519 |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,654 | $540 |
| Stratos Wealth Partners, LTD. | 7,065 | $204 |
| JANE STREET GROUP, LLC | 30,869 | $893 |
| Steward Partners Investment Advisory, LLC | 10,113 | $293 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,359 | $531 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Thrivent Financial for Lutherans | 851,274 | 2,300,473 | +1,449,199 (+170.2%) |
| HighTower Advisors, LLC | 14,594 | 126,119 | +111,525 (+764.2%) |
| LPL Financial LLC | 15,771 | 146,969 | +131,198 (+831.9%) |
| STIFEL FINANCIAL CORP | 41,110 | 65,745 | +24,635 (+59.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 38,580 | 46,306 | +7,726 (+20.0%) |
| TRUIST FINANCIAL CORP | 34,886 | 39,627 | +4,741 (+13.6%) |
| MWA Asset Management | 7,475 | 7,660 | +185 (+2.5%) |
| SRS Capital Advisors, Inc. | 35 | 1,703 | +1,668 (+4765.7%) |
| Rockefeller Capital Management L.P. | 2,027 | 2,227 | +200 (+9.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 100 | $3 |
| WELLS FARGO & COMPANY/MN | 180 | $5 |