Ticker: GRNY CUSIP: 886364231 Class: FUNDSTRAT GRANNY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Blue Sky Capital Consultants Group, Inc. | 499,580 | $12,370 |
| Valley Financial Group, Inc. | 310,927 | $7,699 |
| Pasadena Private Wealth, LLC | 994,474 | $24,623 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 200,068 | $4,954 |
| WJ Wealth Management, LLC | 194,286 | $4,811 |
| Financial Designs Corp | 146,965 | $3,639 |
| Morangie Management LLC | 91,533 | $2,266 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 204,387 | $5,061 |
| Longitude (Cayman) Ltd. | 140,000 | $3,466 |
| Brookwood Investment Group LLC | 362,672 | $8,980 |
| COMPASS CAPITAL CORP /MA/ /ADV | 98,539 | $2,484 |
| Fulcrum Equity Management | 37,968 | $940 |
| Concentrum Wealth Management | 97,321 | $2,410 |
| Benchmark Financial Wealth Advisors, LLC | 71,021 | $1,758 |
| KINTRA WEALTH, LLC | 69,423 | $1,719 |
| Clal Insurance Enterprises Holdings Ltd | 2,300,000 | $57 |
| GK Wealth Management LLC | 13,750 | $340 |
| Petros Family Wealth, LLC | 8,636 | $214 |
| Cornerstone Select Advisors, LLC | 8,315 | $206 |
| WCG Wealth Advisors LLC | 114,550 | $2,836 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Socha Financial Group, LLC | 13,497 | 1,142,473 | +1,128,976 (+8364.6%) |
| bLong Financial, LLC | 343,105 | 690,955 | +347,850 (+101.4%) |
| CMC Financial Group | 40,558 | 181,586 | +141,028 (+347.7%) |
| TTP Investments, Inc. | 1,304,603 | 1,740,166 | +435,563 (+33.4%) |
| Vienna Asset Management LLC | 53,302 | 227,023 | +173,721 (+325.9%) |
| BXM Wealth LLC | 92,460 | 372,557 | +280,097 (+302.9%) |
| DKM Wealth Management, Inc. | 368,908 | 436,483 | +67,575 (+18.3%) |
| THEORY FINANCIAL LLC | 296,365 | 364,683 | +68,318 (+23.1%) |
| Lionsbridge Wealth Management LLC | 240,685 | 261,849 | +21,164 (+8.8%) |
| NBZ Investment Advisors LLC | 519,281 | 554,108 | +34,827 (+6.7%) |
| Brick & Kyle, Associates | 68,282 | 223,159 | +154,877 (+226.8%) |
| Pinnacle Wealth Management, LLC | 789,920 | 812,731 | +22,811 (+2.9%) |
| KERR FINANCIAL PLANNING Corp | 34,084 | 56,315 | +22,231 (+65.2%) |
| Members Advisory Group LLC | 48,998 | 136,266 | +87,268 (+178.1%) |
| TrueWealth Advisors, LLC | 1,305,456 | 1,322,606 | +17,150 (+1.3%) |
| Portus Wealth Advisors, LLC | 254,855 | 260,306 | +5,451 (+2.1%) |
| Vivid Wealth Management, LLC | 183,014 | 200,006 | +16,992 (+9.3%) |
| First Heartland Consultants, Inc. | 437,058 | 596,861 | +159,803 (+36.6%) |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 495,148 | 678,413 | +183,265 (+37.0%) |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 171,852 | 234,127 | +62,275 (+36.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 835,749 | 317,934 | -517,815 (-62.0%) |
| Reliant Wealth Planning | 997,667 | 979,647 | -18,020 (-1.8%) |
| Redwood Wealth Management Group, LLC | 216,635 | 205,951 | -10,684 (-4.9%) |
| Riggs Asset Managment Co. Inc. | 65,888 | 37,632 | -28,256 (-42.9%) |
| Teamwork Financial Advisors, LLC | 414,077 | 400,667 | -13,410 (-3.2%) |
| Foundations Investment Advisors, LLC | 215,180 | 82,834 | -132,346 (-61.5%) |
| Elyxium Wealth, LLC | 8,700 | 3,033 | -5,667 (-65.1%) |
| ACT WEALTH MANAGEMENT, LLC | 14,800 | 10,577 | -4,223 (-28.5%) |
| SLT Holdings LLC | 23,752 | 22,689 | -1,063 (-4.5%) |
| Tactive Advisors, LLC | 26,608 | 25,550 | -1,058 (-4.0%) |
| Global Trust Asset Management, LLC | 1,350 | 400 | -950 (-70.4%) |
| SCOTIA CAPITAL INC. | 248,367 | 223,841 | -24,526 (-9.9%) |
| GROUP ONE TRADING, L.P. | 98,596 | 77,664 | -20,932 (-21.2%) |
| PRIVATE CLIENT SERVICES, LLC | 27,412 | 27,027 | -385 (-1.4%) |
| Maia Wealth LLC | 39,846 | 39,252 | -594 (-1.5%) |
| Evolution Wealth Advisors, LLC | 36,930 | 36,090 | -840 (-2.3%) |
| SIMPLEX TRADING, LLC | 47,186 | 29,107 | -18,079 (-38.3%) |
| Berkeley Capital Partners, LLC | 8,968 | 8,521 | -447 (-5.0%) |
| MORGAN STANLEY | 20,449 | 16,028 | -4,421 (-21.6%) |
| JPMORGAN CHASE & CO | 4,229 | 995 | -3,234 (-76.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Runnymede Capital Advisors, Inc. | 21,444 | $536 |
| Tandem Financial, LLC | 23,851 | $596 |
| Texas Capital Bank Wealth Management Services Inc | 105,253 | $2,630 |
| INTEGRITY ALLIANCE, LLC. | 72,466 | $1,811 |
| StoneX Group Inc. | 57,780 | $1,444 |
| Atom Investors LP | 16,827 | $421 |
| NWAM LLC | 17,543 | $446 |
| Rise Advisors, LLC | 2,500 | $62 |
| Western Pacific Wealth Management, LP | 1,000 | $25 |
| RENAISSANCE TECHNOLOGIES LLC | 61,400 | $1,534 |
| CHILTON INVESTMENT CO INC. | 8,157 | $204 |
| Belvedere Trading LLC | 31,453 | $786 |
| Sequoia Financial Advisors, LLC | 10,349 | $259 |
| Merit Financial Group, LLC | 8,043 | $201 |
| &PARTNERS | 9,781 | $244 |
| Toroso Investments, LLC | 12,128 | $303 |
| Nalls Sherbakoff Group, LLC | 350 | $9 |
| JPL Wealth Management, LLC | 500 | $12 |
| SALEM INVESTMENT COUNSELORS INC | 700 | $17 |
| Family Legacy Financial Solutions, LLC | 89 | $2 |