Ticker: MUST CUSIP: 19761L607 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TBH Global Asset Management, LLC | 22,651 | $467 |
| Prospera Financial Services Inc | 20,600 | $425 |
| US BANCORP \DE\ | 4,771 | $98 |
| Kestra Advisory Services, LLC | 2,715 | $56 |
| Tower Research Capital LLC (TRC) | 100 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Haven Private, LLC | 872,432 | 956,523 | +84,091 (+9.6%) |
| GENESIS PRIVATE WEALTH, LLC | 118,976 | 126,493 | +7,517 (+6.3%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 75,487 | 77,515 | +2,028 (+2.7%) |
| Global Wealth Strategies & Associates | 147,692 | 154,138 | +6,446 (+4.4%) |
| TruWealth Advisors, LLC | 256,459 | 290,982 | +34,523 (+13.5%) |
| DAYMARK WEALTH PARTNERS, LLC | 12,489 | 32,346 | +19,857 (+159.0%) |
| Foundations Investment Advisors, LLC | 45,824 | 82,492 | +36,668 (+80.0%) |
| MORGAN STANLEY | 3,589,139 | 4,946,952 | +1,357,813 (+37.8%) |
| Baker Avenue Asset Management, LP | 135,919 | 151,957 | +16,038 (+11.8%) |
| LPL Financial LLC | 2,518,810 | 2,825,989 | +307,179 (+12.2%) |
| CENTRAL TRUST Co | 126,760 | 136,207 | +9,447 (+7.5%) |
| AMERIPRISE FINANCIAL INC | 2,764,341 | 2,869,374 | +105,033 (+3.8%) |
| JPMORGAN CHASE & CO | 109,985 | 252,430 | +142,445 (+129.5%) |
| ROYAL BANK OF CANADA | 235,427 | 327,171 | +91,744 (+39.0%) |
| OSAIC HOLDINGS, INC. | 167,345 | 206,523 | +39,178 (+23.4%) |
| BANK OF AMERICA CORP /DE/ | 1,065,552 | 1,119,972 | +54,420 (+5.1%) |
| CAPTRUST FINANCIAL ADVISORS | 126,800 | 140,023 | +13,223 (+10.4%) |
| Cetera Investment Advisers | 109,006 | 124,495 | +15,489 (+14.2%) |
| RAYMOND JAMES FINANCIAL INC | 230,001 | 248,720 | +18,719 (+8.1%) |
| Private Advisor Group, LLC | 12,800 | 18,950 | +6,150 (+48.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LM Advisors LLC | 43,339 | 924 | -42,415 (-97.9%) |
| MONEYWISE, INC. | 57,500 | 41,813 | -15,687 (-27.3%) |
| CVFG LLC | 21,060 | 14,718 | -6,342 (-30.1%) |
| INTEGRITY WEALTH ADVISORS, INC. | 15,800 | 13,053 | -2,747 (-17.4%) |
| OneAscent Financial Services LLC | 23,105 | 11,796 | -11,309 (-48.9%) |
| WELLS FARGO & COMPANY/MN | 1,988,069 | 961,591 | -1,026,478 (-51.6%) |
| PURE PORTFOLIOS HOLDINGS LLC | 17,717 | 15,528 | -2,189 (-12.4%) |
| Amplius Wealth Advisors, LLC | 91,685 | 88,152 | -3,533 (-3.9%) |
| Westside Investment Management, Inc. | 17,800 | 16,400 | -1,400 (-7.9%) |
| UBS Group AG | 235,085 | 197,259 | -37,826 (-16.1%) |
| JANE STREET GROUP, LLC | 123,480 | 97,545 | -25,935 (-21.0%) |
| NewEdge Advisors, LLC | 27,505 | 16,993 | -10,512 (-38.2%) |
| Rockefeller Capital Management L.P. | 23,175 | 11,175 | -12,000 (-51.8%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 156,656 | 150,918 | -5,738 (-3.7%) |
| Paragon Private Wealth Management, LLC | 24,843 | 24,563 | -280 (-1.1%) |
| Cornerstone Wealth Management, LLC | 44,295 | 43,192 | -1,103 (-2.5%) |
| Advisory Services Network, LLC | 25,209 | 24,398 | -811 (-3.2%) |
| Geneos Wealth Management Inc. | 1,750 | 1,000 | -750 (-42.9%) |
| Larson Financial Group LLC | 1,145 | 867 | -278 (-24.3%) |
| CENTAURUS FINANCIAL, INC. | 12,873 | 10,335 | -2,538 (-19.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| New Insight Wealth Advisors | 18,976 | $390 |
| Vertex Planning Partners, LLC | 15,076 | $310 |
| FLOW TRADERS U.S. LLC | 85,200 | $2 |
| Golden State Wealth Management, LLC | 12,000 | $246 |
| Joseph Group Capital Management | 2,661 | $55 |
| Integrated Wealth Concepts LLC | 12,277 | $252 |
| GOLDMAN SACHS GROUP INC | 16,137 | $331 |
| HARBOUR INVESTMENTS, INC. | 4,265 | $88 |
| CITADEL ADVISORS LLC | 15,194 | $312 |
| STIFEL FINANCIAL CORP | 9,840 | $202 |
| PRINCIPAL SECURITIES, INC. | 2,066 | $42 |
| NATIXIS ADVISORS, L.P. | 50,231 | $1 |