Ticker: MGK CUSIP: 921910816 Class: MEGA GRWTH IND
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| VCU Investment Management Co | 56,435 | $23,295 |
| Mosaic Advisors LLC | 4,066 | $1,678 |
| Oxford Wealth Group, LLC | 9,495 | $3,919 |
| Bestgate Wealth Advisors, LLC | 1,971 | $814 |
| Retireful, LLC | 828 | $344 |
| Penserra Capital Management LLC | 42,090 | $17 |
| XTX Topco Ltd | 8,606 | $3,552 |
| AA Financial Advisors, LLC | 1,681 | $694 |
| Kingdom Financial Group LLC. | 860 | $355 |
| Total Clarity Wealth Management, Inc. | 1,143 | $472 |
| Spectrum Investment Advisors, Inc. | 567 | $234 |
| Guardian Financial Partners, LLC | 656 | $271 |
| Sterling Investment Counsel, LLC | 979 | $336 |
| Lloyd Advisory Services, LLC. | 559 | $231 |
| Berkshire Money Management, Inc. | 1,679 | $693 |
| Orion Capital Management LLC | 529 | $218 |
| Sather Financial Group Inc | 2,706 | $1,117 |
| Greenspring Advisors, LLC | 1,739 | $718 |
| Strategic Equity Management | 493 | $203 |
| EQ WEALTH ADVISORS, LLC | 254 | $105 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hoffman, Alan N Investment Management | 3,519 | 12,607 | +9,088 (+258.3%) |
| Strategic Investment Advisors / MI | 230 | 184,423 | +184,193 (+80083.9%) |
| Baring Financial LLC | 15,179 | 22,212 | +7,033 (+46.3%) |
| Randall & Associates Wealth Management | 25,228 | 29,806 | +4,578 (+18.1%) |
| McClarren Financial Advisors, Inc. | 29,131 | 37,851 | +8,720 (+29.9%) |
| WIN ADVISORS, INC | 12,926 | 16,756 | +3,830 (+29.6%) |
| BHK Investment Advisors, LLC | 75,637 | 78,877 | +3,240 (+4.3%) |
| Milestone Asset Management Group, LLC | 11,401 | 13,889 | +2,488 (+21.8%) |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 26,297 | 30,548 | +4,251 (+16.2%) |
| ANGELES WEALTH MANAGEMENT, LLC | 578,678 | 589,456 | +10,778 (+1.9%) |
| OKABENA INVESTMENT SERVICES INC | 17,807 | 25,603 | +7,796 (+43.8%) |
| Mayfair Advisory Group, LLC | 6,369 | 11,269 | +4,900 (+76.9%) |
| Alexis Investment Partners, LLC | 18,741 | 19,413 | +672 (+3.6%) |
| Worth Asset Management, LLC | 11,628 | 13,846 | +2,218 (+19.1%) |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 833,920 | 875,123 | +41,203 (+4.9%) |
| Wheelhouse Advisory Group LLC | 47,258 | 48,049 | +791 (+1.7%) |
| Merit Financial Group, LLC | 538,959 | 632,742 | +93,783 (+17.4%) |
| Almanack Investment Partners, LLC. | 635 | 14,823 | +14,188 (+2234.3%) |
| ASSETMARK, INC | 8,503,196 | 8,590,832 | +87,636 (+1.0%) |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 31,093 | 31,833 | +740 (+2.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 360,390 | 218,340 | -142,050 (-39.4%) |
| Redhawk Wealth Advisors, Inc. | 75,619 | 10,914 | -64,705 (-85.6%) |
| Elevation Capital Advisory, LLC | 27,225 | 13,049 | -14,176 (-52.1%) |
| Wells Financial Advisors INC | 19,123 | 16,735 | -2,388 (-12.5%) |
| FSC Wealth Advisors, LLC | 20,566 | 7,014 | -13,552 (-65.9%) |
| AMARA FINANCIAL, LLC. | 69,764 | 65,586 | -4,178 (-6.0%) |
| Cassaday & Co Wealth Management LLC | 3,719,216 | 3,671,203 | -48,013 (-1.3%) |
| IFC Advisors LLC | 187,284 | 182,448 | -4,836 (-2.6%) |
| Bright Futures Wealth Management, LLC. | 9,115 | 6,392 | -2,723 (-29.9%) |
| Cedar Point Capital Partners, LLC | 30,387 | 27,725 | -2,662 (-8.8%) |
| Erickson Financial Group, LLC | 74,489 | 71,948 | -2,541 (-3.4%) |
| Beacon Capital Management, LLC | 165,376 | 156,226 | -9,150 (-5.5%) |
| Blackston Financial Advisory Group, LLC | 46,346 | 44,310 | -2,036 (-4.4%) |
| Portfolio Strategies, Inc. | 245,203 | 238,524 | -6,679 (-2.7%) |
| Center For Asset Management LLC | 21,847 | 20,731 | -1,116 (-5.1%) |
| Prime Capital Investment Advisors, LLC | 301,428 | 182,928 | -118,500 (-39.3%) |
| Darwin Wealth Management, LLC | 30,309 | 29,005 | -1,304 (-4.3%) |
| Clarus Wealth Advisors | 54,812 | 54,089 | -723 (-1.3%) |
| Fingerlakes Wealth Management, Inc. | 29,937 | 29,301 | -636 (-2.1%) |
| FC Advisory LLC | 93,928 | 92,630 | -1,298 (-1.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 638 | $257 |
| Hershey Financial Advisers, LLC | 4,684 | $1,885 |
| CAP Partners, LLC | 3,400 | $1,368 |
| Consolidated Portfolio Review Corp | 11,815 | $4,755 |
| Premier Path Wealth Partners, LLC | 6,060 | $2,439 |
| Camarda Financial Advisors, LLC | 1,447 | $582 |
| Luminist Capital LLC | 540 | $217 |
| Harpswell Capital Advisors, LLC | 500 | $201 |
| Summit Wealth Partners, LLC | 2,012 | $810 |
| JERICHO FINANCIAL, LLP | 618 | $249 |
| WMG Financial Advisors, LLC | 819 | $330 |
| Tenon Financial LLC | 531 | $214 |
| Blueshift Asset Management, LLC | 734 | $295 |
| Onyx Financial Advisors, LLC | 511 | $206 |
| Vertex Planning Partners, LLC | 980 | $394 |
| COWA, LLC | 616 | $248 |
| TOWNSQUARE CAPITAL LLC | 1,003 | $404 |
| Fielder Capital Group LLC | 731 | $294 |
| First National Advisers, LLC | 910 | $366 |
| VestGen Advisors, LLC | 2,624 | $1,056 |