Ticker: WCBR CUSIP: 97717Y659 Class: 0
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Bison Wealth, LLC | 20,409 | $528 |
| CALTON & ASSOCIATES, INC. | 7,400 | $206 |
| FLOW TRADERS U.S. LLC | 18,578 | $1 |
| JANE STREET GROUP, LLC | 36,511 | $1,017 |
| RAYMOND JAMES FINANCIAL INC | 11,221 | $313 |
| NBC SECURITIES, INC. | 313 | $9 |
| Farther Finance Advisors, LLC | 87 | $2 |
| AE Wealth Management LLC | 16 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sunbelt Securities, Inc. | 65,713 | 78,717 | +13,004 (+19.8%) |
| NWAM LLC | 22,825 | 29,702 | +6,877 (+30.1%) |
| HighTower Advisors, LLC | 1,022,098 | 1,049,217 | +27,119 (+2.7%) |
| CITADEL ADVISORS LLC | 16,718 | 26,897 | +10,179 (+60.9%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 14,203 | 15,142 | +939 (+6.6%) |
| Cetera Investment Advisers | 12,825 | 13,273 | +448 (+3.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 15,489 | 15,770 | +281 (+1.8%) |
| Smartleaf Asset Management LLC | 5,403 | 5,568 | +165 (+3.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LPL Financial LLC | 204,425 | 189,210 | -15,215 (-7.4%) |
| BANK OF AMERICA CORP /DE/ | 75,333 | 66,904 | -8,429 (-11.2%) |
| JPMORGAN CHASE & CO | 3,947 | 5 | -3,942 (-99.9%) |
| OSAIC HOLDINGS, INC. | 13,194 | 9,754 | -3,440 (-26.1%) |
| TWO SIGMA INVESTMENTS, LP | 17,900 | 16,300 | -1,600 (-8.9%) |
| FMR LLC | 420 | 223 | -197 (-46.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kuhn & Co Investment Counsel | 6,952 | $218 |
| Demars Financial Group, LLC | 6,652 | $209 |
| Rise Advisors, LLC | 1,602 | $50 |
| Atria Investments, Inc | 6,837 | $215 |
| WELLS FARGO & COMPANY/MN | 110 | $3 |
| ROYAL BANK OF CANADA | 100 | $3 |