Ticker: LCTU CUSIP: 09290C509 Class: US CARBON TRANS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Archer Investment Management, LLC | 16,128 | $1,195 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 4,560 | $338 |
| EHRLICH FINANCIAL GROUP | 2,837 | $210 |
| Alta Wealth Advisors LLC | 3,848 | $285 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,065 | $301 |
| UPTICK PARTNERS, LLC | 4,600 | $341 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14,088 | $1,060 |
| Bison Wealth, LLC | 7,720 | $539 |
| Camelot Portfolios, LLC | 411 | $30 |
| Commonwealth Retirement Investments LLC | 608 | $45 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,702 | $126 |
| Clean Yield Group | 416 | $31 |
| MERCER GLOBAL ADVISORS INC /ADV | 8,031 | $595 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,033 | $817 |
| Olistico Wealth, LLC | 155 | $11 |
| Kestra Advisory Services, LLC | 1,872 | $139 |
| SRS Capital Advisors, Inc. | 787 | $58 |
| CIBC Private Wealth Group, LLC | 1,375 | $102 |
| Cornerstone Planning Group LLC | 150 | $11 |
| SageView Advisory Group, LLC | 108 | $8 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Urban Wealth Management, LLC | 1,040 | 4,297 | +3,257 (+313.2%) |
| RCS Financial Planning, LLC | 13,126 | 17,911 | +4,785 (+36.5%) |
| Traveka Wealth, LLC | 3,341 | 7,822 | +4,481 (+134.1%) |
| SOFI WEALTH, LLC | 78,652 | 97,609 | +18,957 (+24.1%) |
| Lifelong Wealth Advisors, Inc. | 11,634 | 14,683 | +3,049 (+26.2%) |
| LifePlan Investment Advisors, Inc. | 15,484 | 16,688 | +1,204 (+7.8%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 869 | 1,686 | +817 (+94.0%) |
| GeoWealth Management, LLC | 62,893 | 73,890 | +10,997 (+17.5%) |
| Gateway Wealth Partners, LLC | 6,002 | 9,817 | +3,815 (+63.6%) |
| Hoxton Planning & Management, LLC | 8,723 | 10,051 | +1,328 (+15.2%) |
| Concurrent Investment Advisors, LLC | 4,532 | 20,388 | +15,856 (+349.9%) |
| Investor's Fiduciary Advisor Network, LLC | 32,231 | 33,038 | +807 (+2.5%) |
| THEORY FINANCIAL LLC | 13,846 | 14,226 | +380 (+2.7%) |
| TWIN PEAKS WEALTH ADVISORS, LLC | 3,549 | 4,131 | +582 (+16.4%) |
| Perigon Wealth Management, LLC | 48,453 | 53,875 | +5,422 (+11.2%) |
| Merit Financial Group, LLC | 33,875 | 44,223 | +10,348 (+30.5%) |
| MML INVESTORS SERVICES, LLC | 231,155 | 253,028 | +21,873 (+9.5%) |
| Talisman Wealth Advisors LLC | 6,863 | 6,949 | +86 (+1.3%) |
| LPL Financial LLC | 1,180,467 | 1,223,595 | +43,128 (+3.7%) |
| World Investment Advisors | 26,897 | 30,119 | +3,222 (+12.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| One Wealth Advisors, LLC | 150,046 | 141,954 | -8,092 (-5.4%) |
| Oregon Pacific Wealth Management, LLC | 13,164 | 10,544 | -2,620 (-19.9%) |
| Buttonwood Financial Group, LLC | 11,321 | 6,640 | -4,681 (-41.3%) |
| Maia Wealth LLC | 17,960 | 10,293 | -7,667 (-42.7%) |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 19,237 | 17,371 | -1,866 (-9.7%) |
| Horst & Graben Wealth Management LLC | 71,845 | 69,633 | -2,212 (-3.1%) |
| WEALTHGARDEN F.S. LLC | 10,341 | 9,702 | -639 (-6.2%) |
| Valtinson Bruner Financial Planning LLC | 5,899 | 4,213 | -1,686 (-28.6%) |
| Integrated Wealth Concepts LLC | 62,789 | 33,319 | -29,470 (-46.9%) |
| Gen-Wealth Partners Inc | 8,075 | 7,488 | -587 (-7.3%) |
| Freedom Investment Management, Inc. | 3,805 | 3,110 | -695 (-18.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 4,837,812 | 4,751,208 | -86,604 (-1.8%) |
| Keystone Financial Services | 17,863 | 17,604 | -259 (-1.4%) |
| EQ LLC | 12,587 | 12,293 | -294 (-2.3%) |
| Austin Private Wealth, LLC | 34,543 | 33,319 | -1,224 (-3.5%) |
| OSAIC HOLDINGS, INC. | 76,258 | 41,676 | -34,582 (-45.3%) |
| Wealth Alliance | 23,163 | 22,480 | -683 (-2.9%) |
| Ascent Group, LLC | 9,798 | 7,553 | -2,245 (-22.9%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 4,723 | 4,383 | -340 (-7.2%) |
| Regal Investment Advisors LLC | 25,375 | 24,490 | -885 (-3.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GTS SECURITIES LLC | 10,061 | $730 |
| Signal Advisors Wealth, LLC | 3,841 | $279 |
| TRANSCEND CAPITAL ADVISORS, LLC | 3,881 | $282 |
| PRINCIPAL SECURITIES, INC. | 679 | $49 |
| GPS Wealth Strategies Group, LLC | 136 | $10 |
| Financially Speaking Inc | 60 | $4 |
| MATHER GROUP, LLC. | 341 | $25 |