Ticker: FVD CUSIP: 33734H106 Class: SHS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 32,784 | $1,511 |
| SUMMIT WEALTH GROUP LLC / CO | 123,689 | $5,703 |
| jvl associates llc | 17,394 | $802 |
| Autumn Glory Partners, LLC | 8,219 | $379 |
| SageGuard Financial Group, LLC | 10,689 | $493 |
| AXXCESS WEALTH MANAGEMENT, LLC | 119,695 | $5,516 |
| Cambria Investment Management, L.P. | 38,169 | $1,759 |
| Maridea Wealth Management LLC | 15,955 | $735 |
| VisionPoint Advisory Group, LLC | 12,255 | $565 |
| Mach-1 Financial Group, LLC | 11,749 | $541 |
| Vestmark Advisory Solutions, Inc. | 71,035 | $3,273 |
| Rothschild Wealth LLC | 10,710 | $494 |
| SRS Capital Advisors, Inc. | 52,626 | $2,425 |
| BIP Wealth, LLC | 24,090 | $1,110 |
| Intelligence Driven Advisers, LLC | 6,732 | $310 |
| Bison Wealth, LLC | 7,606 | $353 |
| Empowered Funds, LLC | 38,169 | $1,759 |
| Triad Wealth Partners, LLC | 5,037 | $232 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,654 | $307 |
| Vise Technologies, Inc. | 11,549 | $532 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Claris Financial LLC | 175,653 | 248,815 | +73,162 (+41.7%) |
| Hobart Private Capital, LLC | 315,258 | 337,722 | +22,464 (+7.1%) |
| WealthCare Investment Partners, LLC | 291,339 | 303,196 | +11,857 (+4.1%) |
| Intellus Advisors LLC | 605,278 | 627,174 | +21,896 (+3.6%) |
| Solano Wealth Investment Advisors LLC | 369,040 | 374,580 | +5,540 (+1.5%) |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 98,604 | 102,257 | +3,653 (+3.7%) |
| Towerpoint Wealth, LLC | 138,917 | 143,677 | +4,760 (+3.4%) |
| Golden State Wealth Management, LLC | 446,396 | 469,031 | +22,635 (+5.1%) |
| Concentrum Wealth Management | 208,039 | 212,857 | +4,818 (+2.3%) |
| Stablepoint Partners, LLC | 80,314 | 129,212 | +48,898 (+60.9%) |
| Fairvoy Private Wealth, LLC | 238,584 | 244,182 | +5,598 (+2.3%) |
| Wisconsin Wealth Advisors, LLC | 31,794 | 34,780 | +2,986 (+9.4%) |
| Gateway Wealth Partners, LLC | 179,344 | 212,563 | +33,219 (+18.5%) |
| Treasure Coast Financial Planning | 78,330 | 80,448 | +2,118 (+2.7%) |
| BARRETT & COMPANY, INC. | 130,487 | 132,509 | +2,022 (+1.5%) |
| Main Line Retirement Advisors, LLC | 16,612 | 22,479 | +5,867 (+35.3%) |
| Key Client Fiduciary Advisors, LLC | 39,690 | 46,007 | +6,317 (+15.9%) |
| Kaydan Wealth Management, Inc. | 80,475 | 84,127 | +3,652 (+4.5%) |
| Argyle Capital Partners, LLC | 25,970 | 27,906 | +1,936 (+7.5%) |
| Kovack Advisors, Inc. | 109,796 | 136,387 | +26,591 (+24.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BostonPremier Wealth LLC | 359,593 | 20,863 | -338,730 (-94.2%) |
| VICTORY FINANCIAL GROUP, LLC | 559,077 | 330,977 | -228,100 (-40.8%) |
| Petix & Botte Co | 376,763 | 338,873 | -37,890 (-10.1%) |
| Holistic Financial Partners | 250,676 | 236,240 | -14,436 (-5.8%) |
| Beacon Financial Advisory LLC | 245,110 | 227,914 | -17,196 (-7.0%) |
| Morey & Quinn Wealth Partners, LLC | 79,526 | 74,438 | -5,088 (-6.4%) |
| Harvest Investment Services, LLC | 160,439 | 102,231 | -58,208 (-36.3%) |
| OBSIDIAN CIO, LLC | 105,007 | 14,726 | -90,281 (-86.0%) |
| BlueChip Wealth Advisors LLC | 185,961 | 183,148 | -2,813 (-1.5%) |
| Prism Advisors, Inc. | 78,009 | 39,338 | -38,671 (-49.6%) |
| Higgins & Schmidt Wealth Strategies LLC | 123,323 | 121,142 | -2,181 (-1.8%) |
| COTTONWOOD CAPITAL ADVISORS, LLC | 78,945 | 77,279 | -1,666 (-2.1%) |
| GPS Wealth Strategies Group, LLC | 91,117 | 11,886 | -79,231 (-87.0%) |
| Moment Partners, LLC | 140,249 | 110,498 | -29,751 (-21.2%) |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 61,720 | 56,735 | -4,985 (-8.1%) |
| HARBOUR INVESTMENTS, INC. | 652,783 | 443,858 | -208,925 (-32.0%) |
| CRUX WEALTH ADVISORS | 45,559 | 32,353 | -13,206 (-29.0%) |
| KENNEDY INVESTMENT GROUP | 55,164 | 45,430 | -9,734 (-17.6%) |
| CALTON & ASSOCIATES, INC. | 98,608 | 65,063 | -33,545 (-34.0%) |
| FLAGSTAR ADVISORS INC | 101,040 | 93,833 | -7,207 (-7.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,942 | $783 |
| Strategic Financial Concepts, LLC | 31,747 | $1,468 |
| NWAM LLC | 81,938 | $3,775 |
| Grantvest Financial Group LLC | 4,653 | $215 |
| Keystone Wealth Services, LLC | 11,718 | $542 |
| TWO SIGMA SECURITIES, LLC | 15,860 | $733 |
| Old North State Wealth Management, LLC | 5,296 | $245 |
| WMG Financial Advisors, LLC | 4,908 | $227 |
| Alta Wealth Advisors LLC | 5,064 | $234 |
| GTS SECURITIES LLC | 36,457 | $1,686 |
| Mission Creek Capital Partners, Inc. | 4,486 | $207 |
| North Capital, Inc. | 1,233 | $57 |
| Consolidated Portfolio Review Corp | 4,984 | $230 |
| Clark Asset Management, LLC | 4,522 | $209 |
| Penserra Capital Management LLC | 71,015 | $3 |
| TWO SIGMA INVESTMENTS, LP | 92,100 | $4,259 |
| Pathway Financial Advisers, LLC | 1,070 | $49 |
| Future Financial Wealth Managment LLC | 500 | $23 |
| HUB Investment Partners, LLC | 5,954 | $275 |
| Kovitz Investment Group Partners, LLC | 16,049 | $742 |