Ticker: BDYN CUSIP: 09290C723 Class: DYNAMIC EQTY ACT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Archer Investment Management, LLC | 171,309 | $4,387 |
| Fortis Advisors, LLC | 35,860 | $918 |
| Stonebrook Private Inc. | 65,826 | $1,686 |
| Advyzon Investment Management, LLC | 47,130 | $1,207 |
| OneAscent Financial Services LLC | 38,350 | $982 |
| Modern Wealth Management, LLC | 110,670 | $2,834 |
| Frisch Financial Group, Inc. | 11,040 | $283 |
| SeaCrest Wealth Management, LLC | 15,685 | $408 |
| PRIVATE TRUST CO NA | 9,361 | $240 |
| Buckingham Strategic Partners | 28,910 | $740 |
| MORGAN STANLEY | 99,086 | $2,538 |
| Operose Advisors LLC | 664 | $17 |
| BANK OF MONTREAL /CAN/ | 8,199 | $212 |
| HARBOUR INVESTMENTS, INC. | 938 | $24 |
| CWM, LLC | 704 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beacon Bridge Wealth Partners, LLC | 238,763 | 260,433 | +21,670 (+9.1%) |
| WEALTHGARDEN F.S. LLC | 148,117 | 154,235 | +6,118 (+4.1%) |
| Two West Capital Advisors LLC | 28,977 | 64,811 | +35,834 (+123.7%) |
| MML INVESTORS SERVICES, LLC | 10,770,199 | 11,698,629 | +928,430 (+8.6%) |
| NorthRock Partners, LLC | 859,511 | 1,076,818 | +217,307 (+25.3%) |
| OneAscent Family Office, LLC | 74,900 | 76,540 | +1,640 (+2.2%) |
| Freedom Investment Management, Inc. | 20,627 | 41,887 | +21,260 (+103.1%) |
| RDA Financial Network | 91,208 | 104,406 | +13,198 (+14.5%) |
| LongView Wealth Management | 22,297 | 41,590 | +19,293 (+86.5%) |
| Transamerica Financial Advisors, Inc. | 52,372 | 78,229 | +25,857 (+49.4%) |
| GWN SECURITIES INC. | 57,587 | 66,106 | +8,519 (+14.8%) |
| Brinker Capital Investments, LLC | 44,145 | 219,915 | +175,770 (+398.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 49,456,217 | 50,529,346 | +1,073,129 (+2.2%) |
| Richmond Investment Services, LLC | 25,629 | 32,032 | +6,403 (+25.0%) |
| WELLS FARGO & COMPANY/MN | 492,130 | 2,893,082 | +2,400,952 (+487.9%) |
| LPL Financial LLC | 15,367,303 | 16,546,186 | +1,178,883 (+7.7%) |
| Magnus Financial Group LLC | 258,092 | 262,390 | +4,298 (+1.7%) |
| Regal Investment Advisors LLC | 240,104 | 246,518 | +6,414 (+2.7%) |
| Sanctuary Advisors, LLC | 497,035 | 579,046 | +82,011 (+16.5%) |
| Envestnet Portfolio Solutions, Inc. | 922,504 | 1,002,703 | +80,199 (+8.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WBH ADVISORY INC | 1,038,507 | 1,009,318 | -29,189 (-2.8%) |
| Integrated Wealth Concepts LLC | 312,897 | 37,416 | -275,481 (-88.0%) |
| Milestone Asset Management Group, LLC | 43,771 | 41,589 | -2,182 (-5.0%) |
| Resurgent Financial Advisors LLC | 23,061 | 19,746 | -3,315 (-14.4%) |
| Claro Advisors Inc. | 71,499 | 62,103 | -9,396 (-13.1%) |
| GeoWealth Management, LLC | 250,460 | 224,896 | -25,564 (-10.2%) |
| AMERIFLEX GROUP, INC. | 6,824 | 3,748 | -3,076 (-45.1%) |
| Smartleaf Asset Management LLC | 31,665 | 12,862 | -18,803 (-59.4%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,646,528 | 3,351,216 | -295,312 (-8.1%) |
| MSH Capital Advisors LLC | 32,564 | 30,805 | -1,759 (-5.4%) |
| Financial Sense Advisors, Inc. | 33,341 | 30,595 | -2,746 (-8.2%) |
| WCG Wealth Advisors LLC | 57,897 | 51,767 | -6,130 (-10.6%) |
| AMERIPRISE FINANCIAL INC | 299,501 | 65,272 | -234,229 (-78.2%) |
| Private Advisor Group, LLC | 50,292 | 31,135 | -19,157 (-38.1%) |
| JPMORGAN CHASE & CO | 5,467,848 | 5,401,264 | -66,584 (-1.2%) |
| JANE STREET GROUP, LLC | 227,771 | 173,426 | -54,345 (-23.9%) |
| GC Wealth Management RIA, LLC | 29,923 | 26,004 | -3,919 (-13.1%) |
| Vantage Financial Partners, LLC | 23,164 | 22,356 | -808 (-3.5%) |
| Global Retirement Partners, LLC | 10,200 | 5,049 | -5,151 (-50.5%) |
| Kestra Advisory Services, LLC | 22,141 | 12,262 | -9,879 (-44.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| LGT Financial Advisors LLC | 7,186 | $182 |
| OLD MISSION CAPITAL LLC | 9,293 | $235 |
| CAPTRUST FINANCIAL ADVISORS | 17,948 | $454 |
| Mariner, LLC | 10,233 | $259 |
| PRINCIPAL SECURITIES, INC. | 3,600 | $91 |
| JONES FINANCIAL COMPANIES LLLP | 671 | $17 |