Ticker: OCTW CUSIP: 00888H505 Class: US LRGCP B20 OCT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Lloyd Advisory Services, LLC. | 507,409 | $19,789 |
| ACCESS FINANCIAL SERVICES, INC. | 364,400 | $14,212 |
| FSR Wealth Management Ltd. | 144,678 | $5,642 |
| Mid-American Wealth Advisory Group, Inc. | 216,453 | $8,442 |
| Outlook Wealth Advisors, LLC | 214,983 | $8,384 |
| HOWARD BAILEY SECURITIES, LLC | 124,715 | $4,864 |
| B.O.S.S. Retirement Advisors, LLC | 115,510 | $4,505 |
| FSA Advisors, Inc. | 39,976 | $1,559 |
| LifeWealth Investments, LLC | 60,254 | $2,350 |
| SMART Wealth LLC | 42,242 | $1,647 |
| Authentikos Wealth Advisory, LLC | 20,828 | $812 |
| Blackston Financial Advisory Group, LLC | 21,047 | $821 |
| Quest 10 Wealth Builders, Inc. | 11,161 | $435 |
| Kingdom Financial Group LLC. | 24,603 | $960 |
| Great Lakes Retirement, Inc. | 66,757 | $2,604 |
| Westshore Wealth, LLC | 14,508 | $566 |
| Csenge Advisory Group | 52,862 | $2,062 |
| BCGM Wealth Management, LLC | 9,715 | $379 |
| BridgePort Financial Solutions, LLC | 6,605 | $258 |
| BIP Wealth, LLC | 23,763 | $927 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AE Wealth Management LLC | 7,984 | 2,225,638 | +2,217,654 (+27776.2%) |
| Advyzon Investment Management, LLC | 6,835 | 63,481 | +56,646 (+828.8%) |
| Spire Wealth Management | 18,353 | 83,816 | +65,463 (+356.7%) |
| HARBOUR INVESTMENTS, INC. | 15,513 | 48,384 | +32,871 (+211.9%) |
| LPL Financial LLC | 1,816,347 | 2,340,821 | +524,474 (+28.9%) |
| Castle Rock Wealth Management, LLC | 18,213 | 19,771 | +1,558 (+8.6%) |
| CENTAURUS FINANCIAL, INC. | 208,260 | 219,973 | +11,713 (+5.6%) |
| Farther Finance Advisors, LLC | 2,144 | 21,006 | +18,862 (+879.8%) |
| OSAIC HOLDINGS, INC. | 148,777 | 231,346 | +82,569 (+55.5%) |
| PFG Advisors | 50,796 | 54,195 | +3,399 (+6.7%) |
| Kestra Advisory Services, LLC | 208,531 | 230,751 | +22,220 (+10.7%) |
| Grantvest Financial Group LLC | 8,092 | 8,384 | +292 (+3.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,133,127 | 1,165,773 | +32,646 (+2.9%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 876 | 2,610 | +1,734 (+197.9%) |
| RAYMOND JAMES FINANCIAL INC | 418,988 | 438,820 | +19,832 (+4.7%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,272 | 30,928 | +18,656 (+152.0%) |
| Cetera Investment Advisers | 185,458 | 196,666 | +11,208 (+6.0%) |
| Focus Financial Network, Inc. | 13,535 | 15,579 | +2,044 (+15.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 182,218 | 190,862 | +8,644 (+4.7%) |
| MML INVESTORS SERVICES, LLC | 86,350 | 88,056 | +1,706 (+2.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Allianz Investment Management LLC | 1,000,000 | 94,238 | -905,762 (-90.6%) |
| SECURED RETIREMENT ADVISORS, LLC | 30,859 | 27,072 | -3,787 (-12.3%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 99,004 | 94,267 | -4,737 (-4.8%) |
| Strategic Blueprint, LLC | 42,842 | 20,977 | -21,865 (-51.0%) |
| Signal Advisors Wealth, LLC | 14,308 | 6,820 | -7,488 (-52.3%) |
| DHJJ Financial Advisors, Ltd. | 11,235 | 9,907 | -1,328 (-11.8%) |
| Clear Point Advisors Inc. | 7,306 | 6,746 | -560 (-7.7%) |
| Foundations Investment Advisors, LLC | 12,642 | 8,751 | -3,891 (-30.8%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,886 | 16,704 | -182 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Gradient Investments LLC | 38,106 | $1,461 |
| Brookstone Capital Management | 5,983 | $229 |
| MORGAN STANLEY | 40 | $2 |
| HRT FINANCIAL LP | 9,024 | $0 |