Ticker: FSMB CUSIP: 33739P830 Class: SHRT DUR MNG MUN
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 201,726 | $4,044 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 24,165 | $484 |
| Shade Tree Advisors LLC | 10,866 | $218 |
| WealthCare Investment Partners, LLC | 16,788 | $337 |
| CRUX WEALTH ADVISORS | 11,612 | $233 |
| MGO ONE SEVEN LLC | 88,418 | $1,772 |
| STRATEGY ASSET MANAGERS LLC | 14,330 | $287 |
| UPTICK PARTNERS, LLC | 9,985 | $200 |
| WADDELL & ASSOCIATES, LLC | 25,059 | $502 |
| Fifth Third Securities, Inc. | 21,880 | $439 |
| Financial Enhancement Group LLC | 11,498 | $231 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14,993 | $301 |
| Redhawk Wealth Advisors, Inc. | 10,197 | $204 |
| Sigma Planning Corp | 31,553 | $632 |
| TUCKER ASSET MANAGEMENT LLC | 4,100 | $82 |
| FLOW TRADERS U.S. LLC | 32,291 | $1 |
| &PARTNERS | 14,300 | $287 |
| JANE STREET GROUP, LLC | 40,551 | $813 |
| CAPTRUST FINANCIAL ADVISORS | 10,119 | $203 |
| Legacy Wealth Managment, LLC/ID | 296 | $6 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RMR Wealth Builders | 943,851 | 1,023,222 | +79,371 (+8.4%) |
| EnRich Financial Partners LLC | 383,680 | 396,123 | +12,443 (+3.2%) |
| Francis Financial, Inc. | 147,855 | 161,251 | +13,396 (+9.1%) |
| Per Stirling Capital Management, LLC. | 172,129 | 197,053 | +24,924 (+14.5%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 37,182 | 39,775 | +2,593 (+7.0%) |
| GENESIS PRIVATE WEALTH, LLC | 65,655 | 70,989 | +5,334 (+8.1%) |
| Insight Inv LLC | 86,735 | 88,235 | +1,500 (+1.7%) |
| AVAII WEALTH MANAGEMENT, LLC | 49,573 | 55,326 | +5,753 (+11.6%) |
| Security Financial Services, INC. | 38,742 | 54,655 | +15,913 (+41.1%) |
| CASTLE WEALTH MANAGEMENT LLC | 18,248 | 26,203 | +7,955 (+43.6%) |
| Gateway Wealth Partners, LLC | 104,569 | 115,448 | +10,879 (+10.4%) |
| Tower Research Capital LLC (TRC) | 3,500 | 57,463 | +53,963 (+1541.8%) |
| RFG Advisory, LLC | 58,113 | 109,956 | +51,843 (+89.2%) |
| Nilsine Partners, LLC | 246,573 | 252,715 | +6,142 (+2.5%) |
| NewEdge Advisors, LLC | 441,644 | 487,616 | +45,972 (+10.4%) |
| Sanctuary Advisors, LLC | 86,169 | 122,211 | +36,042 (+41.8%) |
| NOVEM GROUP | 13,000 | 16,315 | +3,315 (+25.5%) |
| Rockefeller Capital Management L.P. | 418,010 | 477,992 | +59,982 (+14.3%) |
| IFP Advisors, Inc | 105,361 | 114,601 | +9,240 (+8.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 122,891 | 199,110 | +76,219 (+62.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PFS Partners, LLC | 701,962 | 687,636 | -14,326 (-2.0%) |
| TruWealth Advisors, LLC | 641,990 | 619,568 | -22,422 (-3.5%) |
| Core Wealth Partners LLC | 25,630 | 19,831 | -5,799 (-22.6%) |
| Sowell Financial Services LLC | 117,734 | 79,359 | -38,375 (-32.6%) |
| FORONJY FINANCIAL LLC | 18,737 | 16,049 | -2,688 (-14.3%) |
| StoneX Group Inc. | 77,107 | 63,191 | -13,916 (-18.0%) |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 22,353 | 21,119 | -1,234 (-5.5%) |
| CONDOR CAPITAL MANAGEMENT | 233,955 | 230,777 | -3,178 (-1.4%) |
| Prime Capital Investment Advisors, LLC | 28,463 | 12,696 | -15,767 (-55.4%) |
| Modern Wealth Management, LLC | 22,626 | 12,293 | -10,333 (-45.7%) |
| Mount Yale Investment Advisors, LLC | 71,546 | 68,375 | -3,171 (-4.4%) |
| BlackDiamond Wealth Management Inc. | 10,919 | 10,310 | -609 (-5.6%) |
| Brinker Capital Investments, LLC | 122,971 | 108,781 | -14,190 (-11.5%) |
| Allworth Financial LP | 253,546 | 235,153 | -18,393 (-7.3%) |
| JPMORGAN CHASE & CO | 243,106 | 214,080 | -29,026 (-11.9%) |
| Summit Financial, LLC | 57,250 | 51,221 | -6,029 (-10.5%) |
| LPL Financial LLC | 1,439,687 | 1,422,753 | -16,934 (-1.2%) |
| STIFEL FINANCIAL CORP | 236,103 | 223,207 | -12,896 (-5.5%) |
| Vestmark Advisory Solutions, Inc. | 71,546 | 68,375 | -3,171 (-4.4%) |
| MML INVESTORS SERVICES, LLC | 151,733 | 147,035 | -4,698 (-3.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Advisory Resource Group | 127,534 | $2,561 |
| INTEGRITY WEALTH ADVISORS, INC. | 12,375 | $248 |
| Uniting Wealth Partners, LLC | 17,626 | $354 |
| Visionary Wealth Advisors | 68,257 | $1,371 |
| Clearwater Capital Advisors, LLC | 15,000 | $301 |
| Crossmark Global Holdings, Inc. | 35,649 | $715 |
| Ashton Thomas Private Wealth, LLC | 15,312 | $307 |
| CITADEL ADVISORS LLC | 55,398 | $1,112 |
| GOLDMAN SACHS GROUP INC | 16,746 | $336 |
| TIAA TRUST, NATIONAL ASSOCIATION | 10,325 | $207 |
| PRINCIPAL SECURITIES, INC. | 1,695 | $34 |
| Advisory Services Network, LLC | 1,600 | $32 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 140 | $3 |