Ticker: HFGM CUSIP: 886364363 Class: UNLIMITED HFGM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Magnolia Private Wealth, LLC | 15,158 | $437 |
| Tactive Advisors, LLC | 32,658 | $942 |
| SMART Wealth LLC | 23,310 | $672 |
| Brady Martz Wealth Solutions, LLC | 30,349 | $875 |
| Arrowroot Family Office, LLC | 7,602 | $219 |
| GenTrust, LLC | 48,890 | $1,410 |
| Accurate Wealth Management, LLC | 7,202 | $223 |
| Buckingham Strategic Partners | 30,349 | $875 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,306 | $557 |
| Creative Capital Management Investments LLC | 418 | $12 |
| BANK OF AMERICA CORP /DE/ | 2,409 | $69 |
| Farther Finance Advisors, LLC | 200 | $6 |
| Global Wealth Strategies & Associates | 76 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Weil Company, Inc. | 148,505 | 200,322 | +51,817 (+34.9%) |
| Brookwood Investment Group LLC | 128,892 | 176,896 | +48,004 (+37.2%) |
| INVENIO WEALTH PARTNERS LLC | 96,798 | 99,051 | +2,253 (+2.3%) |
| Insight Wealth Strategies, LLC | 20,877 | 36,961 | +16,084 (+77.0%) |
| Wealthcare Advisory Partners LLC | 10,628 | 23,836 | +13,208 (+124.3%) |
| HighTower Advisors, LLC | 133,615 | 198,059 | +64,444 (+48.2%) |
| TRUIST FINANCIAL CORP | 14,756 | 23,685 | +8,929 (+60.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 14,756 | 23,685 | +8,929 (+60.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Oregon Pacific Wealth Management, LLC | 50,415 | 43,084 | -7,331 (-14.5%) |
| CLG LLC | 126,258 | 119,913 | -6,345 (-5.0%) |
| Encompass More Asset Management | 19,477 | 17,898 | -1,579 (-8.1%) |
| GTS SECURITIES LLC | 15,987 | 10,937 | -5,050 (-31.6%) |
| Arete Wealth Advisors, LLC | 9,555 | 9,284 | -271 (-2.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 40,238 | $1,272 |