Ticker: RDVY CUSIP: 33738R506 Class: RISNG DIVD ACHIV
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| O'Connor Financial Group LLC | 152,752 | $10,958 |
| Mach-1 Financial Group, LLC | 153,546 | $10,667 |
| SUMMIT WEALTH GROUP LLC / CO | 181,311 | $12,599 |
| CRUX WEALTH ADVISORS | 63,593 | $4,418 |
| SRS Capital Advisors, Inc. | 685,811 | $47,643 |
| TrueWealth Financial Partners | 24,326 | $1,690 |
| Holistic Financial Partners | 44,165 | $3,068 |
| TSFG, LLC | 127,560 | $9 |
| 17 CAPITAL PARTNERS, LLC | 27,651 | $1,921 |
| EdgeRock Capital LLC | 28,959 | $2,015 |
| Bleakley Financial Group, LLC | 298,462 | $20,734 |
| Cypress Wealth Services, LLC | 35,280 | $2,451 |
| Second Half Financial Partners, LLC | 10,787 | $749 |
| Warner Group LLC | 5,072 | $352 |
| Synergy Asset Management, LLC | 37,377 | $2,597 |
| RiverTree Advisors, LLC | 2,896 | $201 |
| Prospect Financial Services LLC | 3,171 | $220 |
| VIAWEALTH, LLC | 2,938 | $204 |
| Whelan Financial | 4,400 | $306 |
| Prosperity Financial Group, Inc. | 3,433 | $238 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rise Advisors, LLC | 7,366 | 440,766 | +433,400 (+5883.8%) |
| Spectrum Wealth Advisory Group, LLC | 299,210 | 535,049 | +235,839 (+78.8%) |
| Tidemark, LLC | 16,737 | 250,819 | +234,082 (+1398.6%) |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 564,503 | 736,020 | +171,517 (+30.4%) |
| Merkkuri Wealth Advisors LLC | 7,365 | 59,666 | +52,301 (+710.1%) |
| BELLEVUE ASSET MANAGEMENT, LLC | 145,862 | 147,860 | +1,998 (+1.4%) |
| Sanchez Wealth Management Group | 203,860 | 321,361 | +117,501 (+57.6%) |
| Uniting Wealth Partners, LLC | 218,970 | 265,408 | +46,438 (+21.2%) |
| Chris Bulman Inc | 140,889 | 188,670 | +47,781 (+33.9%) |
| Graney & King, LLC | 18,194 | 59,475 | +41,281 (+226.9%) |
| Ascension Capital Advisors, Inc. | 533,262 | 581,472 | +48,210 (+9.0%) |
| Envision Financial LLC | 80,675 | 103,256 | +22,581 (+28.0%) |
| Guided Capital Wealth Management, LLC | 95,944 | 117,319 | +21,375 (+22.3%) |
| Traction Financial Partners, LLC | 223,872 | 235,795 | +11,923 (+5.3%) |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 5,600 | 60,732 | +55,132 (+984.5%) |
| Virtus Wealth Solutions LLC | 29,008 | 119,450 | +90,442 (+311.8%) |
| NESTEGG ADVISORS, INC. | 103,849 | 110,747 | +6,898 (+6.6%) |
| Mainsail Financial Group, LLC | 160,616 | 172,043 | +11,427 (+7.1%) |
| Next Level Private LLC | 309,556 | 328,636 | +19,080 (+6.2%) |
| StoneCrest Wealth Management, Inc. | 106,352 | 116,713 | +10,361 (+9.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 173,824 | 64,986 | -108,838 (-62.6%) |
| APS Management Group, Inc. | 98,149 | 54,087 | -44,062 (-44.9%) |
| GPS Wealth Strategies Group, LLC | 261,668 | 49,700 | -211,968 (-81.0%) |
| INTEGRITY WEALTH ADVISORS, INC. | 539,118 | 268,530 | -270,588 (-50.2%) |
| LEIGH BALDWIN & CO., LLC | 58,379 | 14,838 | -43,541 (-74.6%) |
| Solano Wealth Investment Advisors LLC | 136,150 | 119,825 | -16,325 (-12.0%) |
| Crumly & Associates Inc. | 365,294 | 338,770 | -26,524 (-7.3%) |
| Northwest Financial Advisors | 21,609 | 7,485 | -14,124 (-65.4%) |
| Horizon Advisory Services, Inc. | 561,329 | 551,075 | -10,254 (-1.8%) |
| SMART Wealth LLC | 133,337 | 125,539 | -7,798 (-5.8%) |
| Wisconsin Wealth Advisors, LLC | 56,006 | 51,473 | -4,533 (-8.1%) |
| Key Client Fiduciary Advisors, LLC | 292,230 | 282,669 | -9,561 (-3.3%) |
| CLG LLC | 122,647 | 100,622 | -22,025 (-18.0%) |
| Park Square Financial Group, LLC | 19,644 | 19,180 | -464 (-2.4%) |
| COMPASS CAPITAL CORP /MA/ /ADV | 37,882 | 4,612 | -33,270 (-87.8%) |
| ORBA Wealth Advisors, L.L.C. | 43,622 | 38,508 | -5,114 (-11.7%) |
| Triton Wealth Management, PLLC | 49,540 | 29,834 | -19,706 (-39.8%) |
| Five Pine Wealth Management | 75,986 | 74,521 | -1,465 (-1.9%) |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 69,625 | 66,969 | -2,656 (-3.8%) |
| Triumph Capital Management | 135,470 | 131,786 | -3,684 (-2.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Retireful, LLC | 18,277 | $1,229 |
| WORLD EQUITY GROUP, INC. | 48,563 | $3,266 |
| Private Advisory Group LLC | 133,214 | $8,960 |
| Consolidated Portfolio Review Corp | 94,699 | $6,374 |
| SPRENG CAPITAL MANAGEMENT, INC. | 12,641 | $850 |
| Navis Wealth Advisors, LLC | 5,460 | $367 |
| SteelPeak Wealth, LLC | 36,364 | $2,446 |
| Eaton Financial Holdings Company, LLC | 3,468 | $233 |
| JPL Wealth Management, LLC | 2,762 | $186 |
| Kiker Wealth Management, LLC | 709 | $48 |
| TruNorth Capital Management, LLC | 2,108 | $142 |
| YHB Investment Advisors, Inc. | 3,230 | $217 |
| GDS Wealth Management | 3,311 | $223 |
| Pillar Financial Advisors, LLC | 434 | $29 |
| ROCKLAND TRUST CO | 3,492 | $235 |
| Princeton Global Asset Management LLC | 896 | $60 |
| Center for Financial Planning, Inc. | 623 | $42 |
| JANE STREET GROUP, LLC | 9,367 | $630 |
| Kovitz Investment Group Partners, LLC | 3,215 | $216 |
| SALEM INVESTMENT COUNSELORS INC | 1,277 | $86 |