Ticker: DIVO CUSIP: 032108409 Class: CWP ENHANCED DIV
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Reliant Wealth Planning | 1,017,720 | $45,289 |
| Leo Wealth, LLC | 116,744 | $5,202 |
| Benchmark Financial Wealth Advisors, LLC | 34,010 | $1,513 |
| BFI Infinity Ltd. | 15,479 | $689 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 25,562 | $1,138 |
| Sequoia Financial Advisors, LLC | 753,857 | $33,547 |
| SHARPEPOINT LLC | 8,514 | $379 |
| Claris Financial LLC | 7,686 | $342 |
| AlphaCore Capital LLC | 129,841 | $5,778 |
| Atlantic Private Wealth, LLC | 6,538 | $291 |
| Horizon Advisory Services, Inc. | 5,785 | $257 |
| Savvy Advisors, Inc. | 54,940 | $2,445 |
| INSIGNEO ADVISORY SERVICES, LLC | 21,977 | $978 |
| Camelot Portfolios, LLC | 3,082 | $137 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,031 | $90 |
| Royal Fund Management, LLC | 5,337 | $237 |
| Arkadios Wealth Advisors | 19,632 | $874 |
| WCG Wealth Advisors LLC | 11,469 | $510 |
| OLD MISSION CAPITAL LLC | 15,406 | $686 |
| SAX WEALTH ADVISORS, LLC | 5,175 | $230 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Altus Wealth Group LLC | 54,090 | 170,604 | +116,514 (+215.4%) |
| Hibernia Wealth Partners, LLC | 410,234 | 840,268 | +430,034 (+104.8%) |
| Stillwater Wealth Management Group | 76,895 | 116,660 | +39,765 (+51.7%) |
| NBZ Investment Advisors LLC | 474,576 | 513,645 | +39,069 (+8.2%) |
| ForthRight Wealth Management, LLC | 326,320 | 374,681 | +48,361 (+14.8%) |
| Financial Designs Corp | 289,934 | 302,840 | +12,906 (+4.5%) |
| Carter Financial Group, INC. | 171,470 | 181,918 | +10,448 (+6.1%) |
| Retirement Planning Group, LLC | 2,770,409 | 2,893,478 | +123,069 (+4.4%) |
| Marshall Financial Group LLC | 362,792 | 381,480 | +18,688 (+5.2%) |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 128,189 | 134,261 | +6,072 (+4.7%) |
| MBL Wealth, LLC | 917,279 | 941,552 | +24,273 (+2.6%) |
| SIERRA OCEAN, LLC | 122,314 | 125,233 | +2,919 (+2.4%) |
| Consolidated Planning Corp | 597,240 | 615,353 | +18,113 (+3.0%) |
| Vantage Financial Partners, LLC | 440,006 | 445,138 | +5,132 (+1.2%) |
| MTM Investment Management, LLC | 171,468 | 176,599 | +5,131 (+3.0%) |
| Foguth Wealth Management, LLC. | 57,917 | 118,582 | +60,665 (+104.7%) |
| Capital Square, LLC | 72,600 | 78,311 | +5,711 (+7.9%) |
| Cushing Capital Partners, LLC | 26,945 | 34,611 | +7,666 (+28.5%) |
| Allred Capital Management, LLC | 76,708 | 86,175 | +9,467 (+12.3%) |
| Baron Financial Group, LLC | 101,529 | 102,999 | +1,470 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NCM Capital Management, LLC | 282,415 | 276,413 | -6,002 (-2.1%) |
| Good Steward Wealth Advisors,LLC | 115,227 | 112,603 | -2,624 (-2.3%) |
| Element Wealth, LLC | 177,509 | 174,853 | -2,656 (-1.5%) |
| Harbor Asset Planning, Inc. | 51,461 | 48,676 | -2,785 (-5.4%) |
| VICTORY FINANCIAL GROUP, LLC | 144,161 | 102,012 | -42,149 (-29.2%) |
| Sovran Advisors, LLC | 84,664 | 12,551 | -72,113 (-85.2%) |
| Capasso Planning Partners LLC | 16,457 | 11,322 | -5,135 (-31.2%) |
| CAP Partners, LLC | 39,120 | 37,204 | -1,916 (-4.9%) |
| Mesirow Financial Investment Management, Inc. | 212,638 | 105,375 | -107,263 (-50.4%) |
| CARY STREET PARTNERS FINANCIAL LLC | 363,589 | 327,193 | -36,396 (-10.0%) |
| PACIFIC FINANCIAL GROUP INC | 12,318 | 10,273 | -2,045 (-16.6%) |
| WFA of San Diego, LLC | 7,090 | 4,858 | -2,232 (-31.5%) |
| WEDBUSH SECURITIES INC | 91,218 | 6,238 | -84,980 (-93.2%) |
| Modern Wealth Management, LLC | 315,659 | 270,841 | -44,818 (-14.2%) |
| EverSource Wealth Advisors, LLC | 98,150 | 74,764 | -23,386 (-23.8%) |
| Dynamic Advisor Solutions LLC | 91,253 | 65,938 | -25,315 (-27.7%) |
| Caliber Wealth Management, LLC / KS | 55,509 | 49,203 | -6,306 (-11.4%) |
| Regal Investment Advisors LLC | 175,146 | 168,623 | -6,523 (-3.7%) |
| Pasadena Private Wealth, LLC | 33,685 | 31,090 | -2,595 (-7.7%) |
| Carson Advisory Inc. | 23,518 | 23,225 | -293 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Uniting Wealth Partners, LLC | 14,556 | $649 |
| YARGER WEALTH STRATEGIES, LLC | 4,808 | $214 |
| Hilltop Holdings Inc. | 24,336 | $1,085 |
| Insight Advisors, LLC/ PA | 5,189 | $232 |
| Ameritas Advisory Services, LLC | 3,896 | $174 |
| BRIGHTON JONES LLC | 5,227 | $233 |
| GPS Wealth Strategies Group, LLC | 965 | $43 |
| D.A. DAVIDSON & CO. | 6,940 | $309 |
| Virtu Financial LLC | 8,515 | $0 |
| Wealthspire Advisors, LLC | 1,300 | $58 |
| SJS Investment Consulting Inc. | 104 | $5 |
| Capital Analysts, LLC | 452 | $0 |