Ticker: XTEN CUSIP: 09789C812 Class: BLOOMBERG TEN YR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| JDM Financial Group LLC | 64,897 | $3,000 |
| JT Stratford LLC | 106,427 | $4,919 |
| NOVUS ADVISORS, LLC | 4,650 | $215 |
| GatePass Capital, LLC | 14,461 | $668 |
| XY Planning Network, Inc. | 27,916 | $1,290 |
| Wealth Alliance | 24,059 | $1,112 |
| Centurion Wealth Management LLC | 11,611 | $537 |
| Global Assets Advisory, LLC | 6,219 | $287 |
| Kingdom Financial Group LLC. | 2,332 | $108 |
| Tower Research Capital LLC (TRC) | 22,091 | $1,021 |
| EP Wealth Advisors, LLC | 44,236 | $2,045 |
| MERCER GLOBAL ADVISORS INC /ADV | 59,799 | $2,764 |
| GOLDMAN SACHS GROUP INC | 41,151 | $1,902 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,467 | $1,131 |
| Lloyd Advisory Services, LLC. | 361 | $17 |
| SageView Advisory Group, LLC | 934 | $43 |
| Aptus Capital Advisors, LLC | 1,528 | $71 |
| Tanglewood Legacy Advisors, LLC | 142 | $7 |
| CIBC Private Wealth Group, LLC | 731 | $34 |
| Thrivent Financial for Lutherans | 4,894 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Range Financial Group LLC | 30,925 | 52,730 | +21,805 (+70.5%) |
| OMNI 360 Wealth, Inc. | 16,088 | 28,782 | +12,694 (+78.9%) |
| Hobbs Wealth Management, LLC | 27,479 | 30,344 | +2,865 (+10.4%) |
| Lifelong Wealth Advisors, Inc. | 52,501 | 66,208 | +13,707 (+26.1%) |
| Merkkuri Wealth Advisors LLC | 25,986 | 30,472 | +4,486 (+17.3%) |
| Mattson Financial Services, LLC | 72,781 | 83,920 | +11,139 (+15.3%) |
| Emergent Wealth Advisors, LLC | 10,054 | 17,869 | +7,815 (+77.7%) |
| WESPAC Advisors SoCal, LLC | 187,783 | 191,409 | +3,626 (+1.9%) |
| West Wealth Group, LLC | 93,015 | 101,542 | +8,527 (+9.2%) |
| WealthTrak Capital Management LLC | 27,548 | 29,415 | +1,867 (+6.8%) |
| Paladin Wealth, LLC | 24,516 | 27,225 | +2,709 (+11.0%) |
| Heck Capital Advisors, LLC | 195,037 | 215,805 | +20,768 (+10.6%) |
| B.O.S.S. Retirement Advisors, LLC | 9,930 | 20,419 | +10,489 (+105.6%) |
| KICKSTAND VENTURES, LLC. | 23,094 | 34,884 | +11,790 (+51.1%) |
| Latitude Advisors, LLC | 4,685 | 10,863 | +6,178 (+131.9%) |
| Gen-Wealth Partners Inc | 35,486 | 40,480 | +4,994 (+14.1%) |
| Gradient Investments LLC | 667,789 | 738,835 | +71,046 (+10.6%) |
| Clearview Wealth Advisors LLC | 43,313 | 44,306 | +993 (+2.3%) |
| Mayflower Financial Advisors, LLC | 134,337 | 140,462 | +6,125 (+4.6%) |
| Prime Capital Investment Advisors, LLC | 1,434,353 | 1,467,742 | +33,389 (+2.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Northwest Capital Management Inc | 27,156 | 12,194 | -14,962 (-55.1%) |
| TSA Wealth Managment LLC | 155,199 | 118,977 | -36,222 (-23.3%) |
| EHRLICH FINANCIAL GROUP | 82,863 | 62,637 | -20,226 (-24.4%) |
| Apeiron RIA LLC | 118,233 | 43,256 | -74,977 (-63.4%) |
| Austin Private Wealth, LLC | 538,460 | 499,775 | -38,685 (-7.2%) |
| OneDigital Investment Advisors LLC | 1,830,103 | 1,550,026 | -280,077 (-15.3%) |
| Maia Wealth LLC | 71,774 | 52,664 | -19,110 (-26.6%) |
| Fulcrum Equity Management | 13,998 | 11,333 | -2,665 (-19.0%) |
| SUTTON PLACE INVESTORS LLC | 28,225 | 24,465 | -3,760 (-13.3%) |
| FIRETHORN WEALTH PARTNERS, LLC | 26,862 | 22,237 | -4,625 (-17.2%) |
| Tanager Wealth Management LLP | 33,475 | 24,391 | -9,084 (-27.1%) |
| MARIPAU WEALTH MANAGEMENT LLC | 14,653 | 13,074 | -1,579 (-10.8%) |
| Empirical Asset Management, LLC | 14,286 | 11,143 | -3,143 (-22.0%) |
| NWAM LLC | 22,735 | 8,331 | -14,404 (-63.4%) |
| Western Financial Corp/CA | 10,448 | 8,660 | -1,788 (-17.1%) |
| Fortis Capital Advisors, LLC | 20,397 | 16,925 | -3,472 (-17.0%) |
| Strait & Sound Wealth Management LLC | 7,920 | 6,633 | -1,287 (-16.3%) |
| MSH Capital Advisors LLC | 21,189 | 19,806 | -1,383 (-6.5%) |
| Resurgent Financial Advisors LLC | 13,986 | 13,355 | -631 (-4.5%) |
| Vertex Planning Partners, LLC | 35,743 | 34,675 | -1,068 (-3.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WealthPlan Investment Management, LLC | 4,329 | $202 |
| HighTower Advisors, LLC | 22,762 | $1,061 |
| Integrated Wealth Concepts LLC | 5,246 | $245 |
| CITADEL ADVISORS LLC | 8,670 | $404 |