Ticker: JUCY CUSIP: 26922B642 Class: APTUS ENHANCED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| John W. Brooker & Co., CPAs | 13,849 | $307 |
| Savvy Advisors, Inc. | 120,597 | $2,677 |
| Princeton Global Asset Management LLC | 2,630 | $58 |
| TOTH FINANCIAL ADVISORY CORP | 3,579 | $79 |
| UBS Group AG | 1,004 | $22 |
| HRT FINANCIAL LP | 50,935 | $1 |
| Rockefeller Capital Management L.P. | 246 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Financial Guidance Group, Inc. | 87,712 | 156,700 | +68,988 (+78.7%) |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 55,595 | 111,725 | +56,130 (+101.0%) |
| Second Line Capital, LLC | 810,496 | 825,140 | +14,644 (+1.8%) |
| Lord & Richards Wealth Management, LLC | 110,848 | 119,113 | +8,265 (+7.5%) |
| Signal Advisors Wealth, LLC | 587,270 | 730,348 | +143,078 (+24.4%) |
| MARIPAU WEALTH MANAGEMENT LLC | 72,451 | 89,225 | +16,774 (+23.2%) |
| Aptus Capital Advisors, LLC | 4,037,920 | 4,343,634 | +305,714 (+7.6%) |
| Virtue Capital Management, LLC | 1,443 | 10,298 | +8,855 (+613.7%) |
| MBE Wealth Management, LLC | 119,734 | 121,723 | +1,989 (+1.7%) |
| Regal Investment Advisors LLC | 17,032 | 42,592 | +25,560 (+150.1%) |
| Second Half Financial Partners, LLC | 68,918 | 70,609 | +1,691 (+2.5%) |
| Independent Advisor Alliance | 17,272 | 70,636 | +53,364 (+309.0%) |
| United Advisor Group, LLC | 131,124 | 133,971 | +2,847 (+2.2%) |
| Prime Capital Investment Advisors, LLC | 50,156 | 87,271 | +37,115 (+74.0%) |
| SILVER OAK SECURITIES, INCORPORATED | 154,758 | 159,691 | +4,933 (+3.2%) |
| OLD MISSION CAPITAL LLC | 25,351 | 42,383 | +17,032 (+67.2%) |
| First Heartland Consultants, Inc. | 66,915 | 71,753 | +4,838 (+7.2%) |
| Brookstone Capital Management | 645,380 | 654,504 | +9,124 (+1.4%) |
| Atria Investments, Inc | 31,262 | 45,720 | +14,458 (+46.2%) |
| OSAIC HOLDINGS, INC. | 57,327 | 61,107 | +3,780 (+6.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cushing Capital Partners, LLC | 122,159 | 104,269 | -17,890 (-14.6%) |
| Sunburst Financial Group, LLC | 538,643 | 503,965 | -34,678 (-6.4%) |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 714,878 | 649,110 | -65,768 (-9.2%) |
| SevenBridge Financial Group, LLC | 360,506 | 355,761 | -4,745 (-1.3%) |
| Integrated Wealth Concepts LLC | 695,943 | 446,097 | -249,846 (-35.9%) |
| TrueWealth Advisors, LLC | 28,888 | 21,154 | -7,734 (-26.8%) |
| Waterloo Capital, L.P. | 168,937 | 152,937 | -16,000 (-9.5%) |
| Cyndeo Wealth Partners, LLC | 23,816 | 13,953 | -9,863 (-41.4%) |
| Advisory Services Network, LLC | 93,230 | 75,413 | -17,817 (-19.1%) |
| LPL Financial LLC | 133,538 | 114,409 | -19,129 (-14.3%) |
| Retirement Planning Group, LLC | 11,504 | 10,097 | -1,407 (-12.2%) |
| Brookwood Investment Group LLC | 16,400 | 15,900 | -500 (-3.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Uniting Wealth Partners, LLC | 151,344 | $3,373 |
| ENVESTNET ASSET MANAGEMENT INC | 714,030 | $15,912 |
| Gladstone Institutional Advisory LLC | 12,549 | $280 |
| GOLDMAN SACHS GROUP INC | 25,000 | $557 |