Ticker: WEEL CUSIP: 88636J410 Class: PEERLESS OPTION
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Garden State Investment Advisory Services LLC | 21,850 | $438 |
| Evernest Financial Advisors, LLC | 13,866 | $280 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 61 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Crew Capital Management, Ltd. | 22,753 | 27,392 | +4,639 (+20.4%) |
| Brinker Capital Investments, LLC | 158,938 | 329,716 | +170,778 (+107.4%) |
| SILVER OAK SECURITIES, INCORPORATED | 12,075 | 12,633 | +558 (+4.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| UBS Group AG | 29 | $1 |