Ticker: FMDE CUSIP: 31609A503 Class: ENHANCED MID
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| McNamara Financial Services, Inc. | 769,214 | $27,984 |
| Lifelong Wealth Advisors, Inc. | 747,907 | $27,209 |
| Base Wealth Management LLC | 167,874 | $6,107 |
| Summit Financial Wealth Advisors, LLC | 539,497 | $19,627 |
| GW HENSSLER & ASSOCIATES LTD | 726,258 | $26,421 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 55,370 | $2,014 |
| Snider Financial Group | 70,449 | $2,563 |
| SUMMIT WEALTH GROUP LLC / CO | 85,259 | $3,102 |
| UPTICK PARTNERS, LLC | 45,164 | $1,643 |
| Piscataqua Savings Bank | 8,000 | $291 |
| Thrivent Financial for Lutherans | 2,324,110 | $85 |
| Heritage Wealth Management, Inc. | 10,967 | $399 |
| Sowa Financial Group, Inc. | 11,609 | $0 |
| Merit Financial Group, LLC | 234,659 | $8,537 |
| Net Worth Advisory Group | 11,148 | $406 |
| Kendall Capital Management | 10,902 | $397 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 11,428 | $416 |
| GREAT VALLEY ADVISOR GROUP, INC. | 57,900 | $2,107 |
| Cyndeo Wealth Partners, LLC | 21,626 | $787 |
| IHT Wealth Management, LLC | 34,869 | $1,269 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Mayfair Advisory Group, LLC | 148,132 | 232,416 | +84,284 (+56.9%) |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 504,647 | 559,672 | +55,025 (+10.9%) |
| Richard P Slaughter Associates Inc | 1,082,233 | 1,126,815 | +44,582 (+4.1%) |
| KFG WEALTH MANAGEMENT, LLC | 567,638 | 629,198 | +61,560 (+10.8%) |
| Aspen Wealth Strategies, LLC | 177,692 | 190,501 | +12,809 (+7.2%) |
| Broadway Wealth Solutions, Inc. | 161,793 | 169,128 | +7,335 (+4.5%) |
| Waterway Wealth Management, LLC | 362,983 | 376,439 | +13,456 (+3.7%) |
| BG Investment Services, Inc. | 39,807 | 53,149 | +13,342 (+33.5%) |
| Harbor Asset Planning, Inc. | 22,167 | 33,956 | +11,789 (+53.2%) |
| Strata Wealth Advisors, LLC | 64,960 | 98,766 | +33,806 (+52.0%) |
| GENESIS PRIVATE WEALTH, LLC | 6,411 | 32,889 | +26,478 (+413.0%) |
| OmniStar Financial Group, Inc. | 43,603 | 50,566 | +6,963 (+16.0%) |
| Founders Financial Alliance, LLC | 72,934 | 100,093 | +27,159 (+37.2%) |
| TrueWealth Advisors, LLC | 106,300 | 112,271 | +5,971 (+5.6%) |
| Prosperity Consulting Group, LLC | 231,611 | 283,664 | +52,053 (+22.5%) |
| AMERIPRISE FINANCIAL INC | 2,022,442 | 9,463,266 | +7,440,824 (+367.9%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,960,142 | 9,191,224 | +2,231,082 (+32.1%) |
| HUNTINGTON NATIONAL BANK | 2,705,555 | 2,878,740 | +173,185 (+6.4%) |
| LYNCH & ASSOCIATES/IN | 58,507 | 68,991 | +10,484 (+17.9%) |
| GWN SECURITIES INC. | 53,385 | 60,750 | +7,365 (+13.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Armor Investment Advisors, LLC | 625,753 | 527,627 | -98,126 (-15.7%) |
| Parkside Investments, LLC | 438,771 | 353,556 | -85,215 (-19.4%) |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 243,279 | 240,065 | -3,214 (-1.3%) |
| Noble Wealth Management PBC | 113,817 | 109,076 | -4,741 (-4.2%) |
| InTrack Investment Management Inc | 66,809 | 64,701 | -2,108 (-3.2%) |
| OneDigital Investment Advisors LLC | 181,713 | 71,561 | -110,152 (-60.6%) |
| Stone House Investment Management, LLC | 8,537 | 1,531 | -7,006 (-82.1%) |
| OSAIC HOLDINGS, INC. | 2,126,568 | 1,869,943 | -256,625 (-12.1%) |
| MCRAE CAPITAL MANAGEMENT INC | 33,014 | 30,448 | -2,566 (-7.8%) |
| U.S. Capital Wealth Advisors, LLC | 37,738 | 18,303 | -19,435 (-51.5%) |
| PFG Advisors | 103,600 | 99,067 | -4,533 (-4.4%) |
| Sanctuary Advisors, LLC | 58,262 | 30,712 | -27,550 (-47.3%) |
| Anfield Capital Management, LLC | 3,922 | 2,792 | -1,130 (-28.8%) |
| Proficio Capital Partners LLC | 12,395 | 8,875 | -3,520 (-28.4%) |
| JANE STREET GROUP, LLC | 110,118 | 84,065 | -26,053 (-23.7%) |
| Fifth Third Securities, Inc. | 38,699 | 37,549 | -1,150 (-3.0%) |
| Rockefeller Capital Management L.P. | 17,569 | 8,123 | -9,446 (-53.8%) |
| Fermata Advisors, LLC | 17,552 | 17,253 | -299 (-1.7%) |
| Geneva Partners, LLC | 15,703 | 15,507 | -196 (-1.2%) |
| Financial Freedom, LLC | 1,503 | 1,212 | -291 (-19.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CLEAR INVESTMENT RESEARCH, LLC | 1,288 | $47 |
| Belpointe Asset Management LLC | 31,467 | $1,138 |
| Stokes Family Office, LLC | 6,933 | $251 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,031 | $941 |
| Fisher Asset Management, LLC | 9,829 | $355 |
| Advisory Services Network, LLC | 2,063 | $75 |
| Ameritas Advisory Services, LLC | 612 | $22 |