Ticker: MUNY CUSIP: 92204H400 Class: 0
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Compass Planning Associates Inc | 3,877 | $400 |
| Bravias Capital Group, LLC | 3,908 | $403 |
| Graney & King, LLC | 1,485 | $153 |
| IEQ CAPITAL, LLC | 66,283 | $6,842 |
| FIDUCIARY ADVISORS, INC. | 404 | $42 |
| Hennion & Walsh Asset Management, Inc. | 4,710 | $486 |
| Main Street Financial Solutions, LLC | 2,580 | $266 |
| SageView Advisory Group, LLC | 4,182 | $432 |
| Bouchey Financial Group Ltd | 1,972 | $204 |
| GUGGENHEIM CAPITAL LLC | 9,188 | $948 |
| Joel Isaacson & Co., LLC | 2,452 | $253 |
| RAYMOND JAMES FINANCIAL INC | 19,968 | $2,061 |
| Parallel Advisors, LLC | 280 | $29 |
| BANK OF AMERICA CORP /DE/ | 300 | $31 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bridgewater Advisors Inc. | 85,907 | 185,176 | +99,269 (+115.6%) |
| Francis Financial, Inc. | 129,166 | 131,987 | +2,821 (+2.2%) |
| Elequin Capital, LP | 211 | 23,631 | +23,420 (+11099.5%) |
| SATOVSKY ASSET MANAGEMENT LLC | 4,017 | 11,480 | +7,463 (+185.8%) |
| Rialto Wealth Management, LLC | 2,154 | 7,140 | +4,986 (+231.5%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3,469 | 5,000 | +1,531 (+44.1%) |
| Tortoise Investment Management, LLC | 5,890 | 13,450 | +7,560 (+128.4%) |
| Crestwood Advisors Group LLC | 2,850 | 5,895 | +3,045 (+106.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,155 | 10,180 | +6,025 (+145.0%) |
| Bell Investment Advisors, Inc | 4,622 | 4,720 | +98 (+2.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 19,898 | 5,393 | -14,505 (-72.9%) |
| JANE STREET GROUP, LLC | 9,936 | 8,476 | -1,460 (-14.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Rise Advisors, LLC | 1,225 | $126 |