Ticker: CHAT CUSIP: 88636J600 Class: CHAT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SEAVIEW INVESTMENT MANAGERS LLC | 20,224 | $1,192 |
| Providence First Trust Co | 20,386 | $1,202 |
| UNIQUE WEALTH, LLC | 23,362 | $1,377 |
| KINTRA WEALTH, LLC | 16,827 | $992 |
| Paladin Wealth, LLC | 4,504 | $266 |
| OLD MISSION CAPITAL LLC | 100,334 | $5,916 |
| Kingsview Wealth Management, LLC | 109,181 | $6,437 |
| Oxinas Partners Wealth Management LLC | 3,460 | $204 |
| Venture Visionary Partners LLC | 21,234 | $1,265 |
| Integrated Advisors Network LLC | 14,705 | $867 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,700 | $218 |
| MGO ONE SEVEN LLC | 18,253 | $1,076 |
| VestGen Advisors, LLC | 6,852 | $404 |
| Compound Planning, Inc. | 6,141 | $362 |
| Moors & Cabot, Inc. | 4,547 | $268 |
| VISION FINANCIAL MARKETS LLC | 274 | $16 |
| Beaird Harris Wealth Management, LLC | 1,763 | $104 |
| Farther Finance Advisors, LLC | 5,449 | $321 |
| Quadrature Capital Ltd | 5,518 | $325 |
| Private Advisor Group, LLC | 8,943 | $527 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 607,289 | 956,723 | +349,434 (+57.5%) |
| NRI Wealth Management LC | 72,761 | 76,826 | +4,065 (+5.6%) |
| Berbice Capital Management LLC | 5,715 | 10,806 | +5,091 (+89.1%) |
| Mattson Financial Services, LLC | 52,882 | 56,365 | +3,483 (+6.6%) |
| Quadcap Wealth Management, LLC | 57,180 | 65,776 | +8,596 (+15.0%) |
| Gradient Investments LLC | 319,444 | 357,539 | +38,095 (+11.9%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 429 | 1,368 | +939 (+218.9%) |
| ARMSTRONG ADVISORY GROUP, INC | 56 | 4,066 | +4,010 (+7160.7%) |
| Endowment Wealth Management, Inc. | 8,922 | 9,379 | +457 (+5.1%) |
| Visionary Wealth Advisors | 17,938 | 21,674 | +3,736 (+20.8%) |
| LPL Financial LLC | 349,232 | 521,127 | +171,895 (+49.2%) |
| Cranbrook Wealth Management, LLC | 1,528 | 2,537 | +1,009 (+66.0%) |
| CITADEL ADVISORS LLC | 52,585 | 122,350 | +69,765 (+132.7%) |
| OSAIC HOLDINGS, INC. | 38,394 | 60,227 | +21,833 (+56.9%) |
| BROWN WEALTH MANAGEMENT, LLC | 3,411 | 3,881 | +470 (+13.8%) |
| Valeo Financial Advisors, LLC | 8,736 | 11,973 | +3,237 (+37.1%) |
| Jackson Wealth Management, LLC | 3,482 | 4,506 | +1,024 (+29.4%) |
| AE Wealth Management LLC | 1,025 | 7,694 | +6,669 (+650.6%) |
| Brown Financial Advisors | 3,858 | 4,101 | +243 (+6.3%) |
| Concurrent Investment Advisors, LLC | 15,722 | 18,302 | +2,580 (+16.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Price Capital Management, Inc. | 128,280 | 3,300 | -124,980 (-97.4%) |
| Sivia Capital Partners, LLC | 14,390 | 7,195 | -7,195 (-50.0%) |
| Gemmer Asset Management LLC | 75,116 | 68,656 | -6,460 (-8.6%) |
| Quantum Portfolio Management LLC | 5,062 | 3,949 | -1,113 (-22.0%) |
| JANE STREET GROUP, LLC | 610,443 | 77,551 | -532,892 (-87.3%) |
| Cetera Investment Advisers | 23,669 | 14,311 | -9,358 (-39.5%) |
| Belvedere Trading LLC | 19,437 | 13,873 | -5,564 (-28.6%) |
| GROUP ONE TRADING, L.P. | 14,448 | 9,615 | -4,833 (-33.5%) |
| SIMPLEX TRADING, LLC | 84,019 | 77,702 | -6,317 (-7.5%) |
| Creative Planning | 12,399 | 11,391 | -1,008 (-8.1%) |
| STEPHENS INC /AR/ | 4,792 | 4,223 | -569 (-11.9%) |
| Integrated Wealth Concepts LLC | 4,145 | 3,666 | -479 (-11.6%) |
| Geneos Wealth Management Inc. | 1,734 | 1,522 | -212 (-12.2%) |
| Rockefeller Capital Management L.P. | 3,690 | 3,499 | -191 (-5.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BXM Wealth LLC | 3,875 | $238 |
| INTEGRITY ALLIANCE, LLC. | 17,262 | $1,062 |
| World Investment Advisors | 13,841 | $851 |
| PFG Investments, LLC | 3,368 | $207 |
| MARSHALL WACE, LLP | 4,636 | $285 |
| D. E. Shaw & Co., Inc. | 3,667 | $226 |
| Advisory Services Network, LLC | 1,193 | $73 |
| PRINCIPAL SECURITIES, INC. | 300 | $18 |
| BANK OF AMERICA CORP /DE/ | 206 | $13 |
| Cornerstone Planning Group LLC | 46 | $3 |
| Koesten, Hirschmann & Crabtree, INC. | 27 | $2 |