Ticker: LMBS CUSIP: 33739Q200 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EdgeRock Capital LLC | 144,209 | $7,209 |
| Ferguson Shapiro LLC | 85,396 | $4,269 |
| TrueWealth Financial Partners | 29,784 | $1,489 |
| Center For Asset Management LLC | 31,106 | $1,555 |
| Clear Point Advisors Inc. | 19,347 | $967 |
| Smart Portfolios, LLC | 11,068 | $553 |
| London & Capital Asset Management Ltd | 362,799 | $18,131 |
| BAM Wealth Management, LLC | 9,600 | $480 |
| Argent Advisors, Inc. | 14,545 | $727 |
| Embree Financial Group | 17,215 | $861 |
| Kovack Advisors, Inc. | 30,100 | $1,505 |
| FIRST NATIONAL BANK OF OMAHA | 42,007 | $2,102 |
| SRS Capital Advisors, Inc. | 67,643 | $3,381 |
| OLD MISSION CAPITAL LLC | 51,136 | $2,556 |
| BURKE & HERBERT BANK & TRUST CO | 5,748 | $287 |
| Sargent Investment Group, LLC | 8,035 | $402 |
| Triad Wealth Partners, LLC | 7,703 | $385 |
| Balboa Wealth Partners | 5,141 | $257 |
| Waldron Private Wealth LLC | 17,486 | $874 |
| Asset Allocation Strategies LLC | 4,216 | $211 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Harvest Investment Services, LLC | 420,909 | 740,376 | +319,467 (+75.9%) |
| Friedenthal Financial | 75,480 | 165,186 | +89,706 (+118.8%) |
| RiverTree Advisors, LLC | 144,149 | 170,712 | +26,563 (+18.4%) |
| Carrera Capital Advisors | 7,433 | 189,556 | +182,123 (+2450.2%) |
| Walkner Condon Financial Advisors LLC | 340,384 | 420,927 | +80,543 (+23.7%) |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 196,199 | 223,431 | +27,232 (+13.9%) |
| Prism Advisors, Inc. | 276,508 | 305,394 | +28,886 (+10.4%) |
| SEARCY FINANCIAL SERVICES INC /ADV | 407,431 | 422,173 | +14,742 (+3.6%) |
| Clearwater Capital Advisors, LLC | 806,953 | 852,617 | +45,664 (+5.7%) |
| Claris Financial LLC | 40,681 | 69,419 | +28,738 (+70.6%) |
| MRA Advisory Group | 223,918 | 232,834 | +8,916 (+4.0%) |
| Fairway Financial, LLC | 134,444 | 139,520 | +5,076 (+3.8%) |
| Mainsail Financial Group, LLC | 137,529 | 145,095 | +7,566 (+5.5%) |
| Berger Financial Group, Inc | 1,011,741 | 1,054,929 | +43,188 (+4.3%) |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 59,306 | 67,236 | +7,930 (+13.4%) |
| Weitzel Financial Services, Inc. | 242,730 | 250,129 | +7,399 (+3.0%) |
| GENESIS PRIVATE WEALTH, LLC | 121,927 | 131,567 | +9,640 (+7.9%) |
| National Wealth Management Group, LLC | 17,113 | 62,315 | +45,202 (+264.1%) |
| Clear Creek Financial Management, LLC | 140,391 | 293,949 | +153,558 (+109.4%) |
| TL Private Wealth | 328,364 | 332,800 | +4,436 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Entruity Wealth, LLC | 133,733 | 69,112 | -64,621 (-48.3%) |
| BostonPremier Wealth LLC | 115,423 | 20,001 | -95,422 (-82.7%) |
| AIFG Consultants Ltd. | 39,614 | 28,429 | -11,185 (-28.2%) |
| Park Square Financial Group, LLC | 22,289 | 16,576 | -5,713 (-25.6%) |
| Petix & Botte Co | 260,771 | 226,042 | -34,729 (-13.3%) |
| INSPIRION WEALTH ADVISORS, LLC | 424,638 | 408,340 | -16,298 (-3.8%) |
| Endowment Wealth Management, Inc. | 70,426 | 47,421 | -23,005 (-32.7%) |
| Mount Yale Investment Advisors, LLC | 449,405 | 336,076 | -113,329 (-25.2%) |
| Lunt Capital Management, Inc. | 132,039 | 128,456 | -3,583 (-2.7%) |
| INTEGRITY WEALTH ADVISORS, INC. | 30,022 | 6,475 | -23,547 (-78.4%) |
| IAMS WEALTH MANAGEMENT, LLC | 37,073 | 18,231 | -18,842 (-50.8%) |
| COTTONWOOD CAPITAL ADVISORS, LLC | 40,492 | 38,142 | -2,350 (-5.8%) |
| Golden State Equity Partners | 44,411 | 21,533 | -22,878 (-51.5%) |
| Elevation Capital Advisory, LLC | 33,364 | 26,213 | -7,151 (-21.4%) |
| Geneos Wealth Management Inc. | 307,790 | 198,100 | -109,690 (-35.6%) |
| COLUMBIA ADVISORY PARTNERS LLC | 18,366 | 14,301 | -4,065 (-22.1%) |
| Hidden Cove Wealth Management, LLC | 16,108 | 12,141 | -3,967 (-24.6%) |
| Helium Advisors LLC | 21,954 | 20,651 | -1,303 (-5.9%) |
| Ballew Advisors, Inc | 16,023 | 11,766 | -4,257 (-26.6%) |
| Integrated Advisors Network LLC | 67,992 | 8,482 | -59,510 (-87.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Financial Enhancement Group LLC | 309,533 | $15,439 |
| KMG FIDUCIARY PARTNERS, LLC | 49,638 | $2,471 |
| CRUX WEALTH ADVISORS | 9,080 | $452 |
| Urban Wealth Management, LLC | 1,622 | $78 |
| Old North State Wealth Management, LLC | 5,447 | $271 |
| WMG Financial Advisors, LLC | 5,349 | $266 |
| Holistic Financial Partners | 4,353 | $217 |
| Strategic Financial Concepts, LLC | 6,730 | $335 |
| Southland Equity Partners LLC | 5,671 | $282 |
| Stockman Wealth Management, Inc. | 8,000 | $398 |
| Moment Partners, LLC | 4,628 | $230 |
| First Heartland Consultants, Inc. | 5,052 | $252 |
| Cornerstone Wealth Management, LLC | 6,076 | $303 |
| EP Wealth Advisors, LLC | 5,657 | $279 |
| Palisade Asset Management, LLC | 518 | $26 |
| HOLLENCREST CAPITAL MANAGEMENT | 548 | $27 |
| WealthShield Partners, LLC | 305 | $15 |
| CVA Family Office, LLC | 207 | $10 |
| HRT FINANCIAL LP | 5,627 | $0 |
| GAMMA Investing LLC | 8 | $0 |