Ticker: SYFI CUSIP: 00039J830 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,304 | $514 |
| KENNEDY INVESTMENT GROUP | 12,192 | $438 |
| SkyOak Wealth, LLC | 6,400 | $230 |
| N.E.W. Advisory Services LLC | 7,590 | $273 |
| Farther Finance Advisors, LLC | 35,967 | $1,292 |
| WEDBUSH SECURITIES INC | 31,234 | $1 |
| JANE STREET GROUP, LLC | 203,406 | $7,308 |
| World Investment Advisors | 5,651 | $203 |
| CAPTRUST FINANCIAL ADVISORS | 6,003 | $216 |
| MAI Capital Management | 2,870 | $103 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wagner Wealth Management, LLC | 849,417 | 1,126,955 | +277,538 (+32.7%) |
| Huntleigh Advisors, Inc. | 269,919 | 354,050 | +84,131 (+31.2%) |
| Solano Wealth Investment Advisors LLC | 378,760 | 385,821 | +7,061 (+1.9%) |
| Next Level Private LLC | 28,751 | 46,352 | +17,601 (+61.2%) |
| MAGNOLIA CAPITAL ADVISORS LLC | 26,558 | 46,017 | +19,459 (+73.3%) |
| KPP Advisory Services LLC | 92,322 | 99,614 | +7,292 (+7.9%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 260,152 | 302,052 | +41,900 (+16.1%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 17,680 | 31,192 | +13,512 (+76.4%) |
| Centerpoint Advisory Group | 5,700 | 6,370 | +670 (+11.8%) |
| NewEdge Advisors, LLC | 700,621 | 742,319 | +41,698 (+6.0%) |
| MGO ONE SEVEN LLC | 134,129 | 144,542 | +10,413 (+7.8%) |
| ROYAL BANK OF CANADA | 1,051,143 | 1,461,513 | +410,370 (+39.0%) |
| ALLIANCEBERNSTEIN L.P. | 4,487,808 | 4,644,163 | +156,355 (+3.5%) |
| MORGAN STANLEY | 1,090,599 | 1,318,594 | +227,995 (+20.9%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 485 | 35,582 | +35,097 (+7236.5%) |
| Kestra Advisory Services, LLC | 21,867 | 33,898 | +12,031 (+55.0%) |
| Stratos Wealth Partners, LTD. | 41,083 | 47,368 | +6,285 (+15.3%) |
| UBS Group AG | 2,163,697 | 2,196,535 | +32,838 (+1.5%) |
| Colonial Trust Advisors | 1,525 | 3,100 | +1,575 (+103.3%) |
| LPL Financial LLC | 1,145,615 | 1,166,323 | +20,708 (+1.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RMR Capital Management, LLC | 129,323 | 120,062 | -9,261 (-7.2%) |
| TME FINANCIAL, INC. | 26,795 | 22,549 | -4,246 (-15.8%) |
| ALTERNA WEALTH MANAGEMENT, INC | 15,208 | 14,149 | -1,059 (-7.0%) |
| BANK OF AMERICA CORP /DE/ | 1,658,210 | 1,094,717 | -563,493 (-34.0%) |
| RAYMOND JAMES FINANCIAL INC | 755,666 | 635,082 | -120,584 (-16.0%) |
| CITADEL ADVISORS LLC | 81,393 | 11,730 | -69,663 (-85.6%) |
| OPPENHEIMER ASSET MANAGEMENT INC. | 295,268 | 290,374 | -4,894 (-1.7%) |
| Rockefeller Capital Management L.P. | 74,427 | 51,184 | -23,243 (-31.2%) |
| Capital Investment Advisory Services, LLC | 52,099 | 51,230 | -869 (-1.7%) |
| Private Advisor Group, LLC | 206,167 | 200,416 | -5,751 (-2.8%) |
| COMERICA BANK | 53,329 | 45,797 | -7,532 (-14.1%) |
| PNC Financial Services Group, Inc. | 46,396 | 36,016 | -10,380 (-22.4%) |
| CWM, LLC | 73,170 | 6,718 | -66,452 (-90.8%) |
| AMERIPRISE FINANCIAL INC | 122,701 | 120,940 | -1,761 (-1.4%) |
| CoreCap Advisors, LLC | 1,780 | 1,474 | -306 (-17.2%) |
| Ameritas Advisory Services, LLC | 9,039 | 8,912 | -127 (-1.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| KMG FIDUCIARY PARTNERS, LLC | 35,953 | $1,299 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 8,532 | $308 |
| Steward Partners Investment Advisory, LLC | 77,780 | $2,810 |
| Sanctuary Advisors, LLC | 38,131 | $1,355 |
| IHT Wealth Management, LLC | 9,462 | $342 |
| Advisory Services Network, LLC | 118 | $4 |