Ticker: UCON CUSIP: 33740F888 Class: Com
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| EdgeRock Capital LLC | 681,875 | $17,163 |
| Mach-1 Financial Group, LLC | 372,637 | $9,379 |
| Trilogy Capital Inc. | 1,368,646 | $34,449 |
| Smartleaf Asset Management LLC | 479,763 | $12,095 |
| Fi3 FINANCIAL ADVISORS, LLC | 40,762 | $1,026 |
| AXXCESS WEALTH MANAGEMENT, LLC | 352,225 | $8,865 |
| KINTRA WEALTH, LLC | 37,972 | $956 |
| Claris Financial LLC | 8,946 | $225 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 22,144 | $557 |
| Veracity Capital LLC | 11,197 | $282 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 8,292 | $209 |
| Diversify Advisory Services, LLC | 48,080 | $1,211 |
| Triumph Capital Management | 7,600 | $191 |
| Kovack Advisors, Inc. | 19,554 | $492 |
| SUMMIT WEALTH GROUP LLC / CO | 10,030 | $252 |
| Elevated Capital Advisors, LLC | 5,488 | $138 |
| SRS Capital Advisors, Inc. | 29,947 | $754 |
| MONECO Advisors, LLC | 8,247 | $208 |
| Regal Investment Advisors LLC | 10,036 | $253 |
| Focus Financial Network, Inc. | 13,486 | $339 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Holistic Financial Partners | 364,868 | 472,655 | +107,787 (+29.5%) |
| Econ Financial Services Corp | 111,704 | 174,973 | +63,269 (+56.6%) |
| Collaborative Wealth Managment Inc. | 135,142 | 226,874 | +91,732 (+67.9%) |
| Wagner Wealth Management, LLC | 1,068,478 | 1,114,004 | +45,526 (+4.3%) |
| Walkner Condon Financial Advisors LLC | 536,772 | 668,341 | +131,569 (+24.5%) |
| Navalign, LLC | 548,742 | 580,039 | +31,297 (+5.7%) |
| Fairway Financial, LLC | 127,112 | 140,331 | +13,219 (+10.4%) |
| Synergy Investment Management, LLC | 251,837 | 281,751 | +29,914 (+11.9%) |
| CAPITAL PERFORMANCE ADVISORS LLP | 419,964 | 572,701 | +152,737 (+36.4%) |
| Etesian Wealth Advisors, Inc. | 548,790 | 563,499 | +14,709 (+2.7%) |
| HARBOUR INVESTMENTS, INC. | 2,923,450 | 3,561,628 | +638,178 (+21.8%) |
| Commonwealth Financial Services, LLC | 700,010 | 709,775 | +9,765 (+1.4%) |
| Csenge Advisory Group | 1,285,637 | 1,458,508 | +172,871 (+13.4%) |
| HBW ADVISORY SERVICES LLC | 273,589 | 396,584 | +122,995 (+45.0%) |
| Prasad Wealth Partners, LLC | 371,964 | 380,530 | +8,566 (+2.3%) |
| Bensler, LLC | 659,863 | 716,112 | +56,249 (+8.5%) |
| TWIN PEAKS WEALTH ADVISORS, LLC | 228,098 | 240,729 | +12,631 (+5.5%) |
| Blackhawk Capital Partners LLC. | 30,758 | 71,943 | +41,185 (+133.9%) |
| Gateway Wealth Partners, LLC | 232,693 | 311,137 | +78,444 (+33.7%) |
| GSG Advisors LLC | 235,967 | 250,574 | +14,607 (+6.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 625,731 | 111,945 | -513,786 (-82.1%) |
| Holos Integrated Wealth LLC | 553,036 | 158,872 | -394,164 (-71.3%) |
| Nova Wealth Management, Inc. | 251,354 | 189,914 | -61,440 (-24.4%) |
| Park Square Financial Group, LLC | 44,177 | 32,871 | -11,306 (-25.6%) |
| Live Oak Investment Partners | 357,979 | 331,840 | -26,139 (-7.3%) |
| Entruity Wealth, LLC | 241,930 | 222,356 | -19,574 (-8.1%) |
| PUFF WEALTH MANAGEMENT, LLC | 73,905 | 64,513 | -9,392 (-12.7%) |
| BKA Wealth Consulting, Inc. | 365,053 | 361,116 | -3,937 (-1.1%) |
| BlackDiamond Wealth Management Inc. | 159,682 | 146,064 | -13,618 (-8.5%) |
| Northwest Capital Management Inc | 21,207 | 12,617 | -8,590 (-40.5%) |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 241,469 | 238,888 | -2,581 (-1.1%) |
| GPS Wealth Strategies Group, LLC | 127,050 | 8,753 | -118,297 (-93.1%) |
| PARK NATIONAL CORP /OH/ | 712,183 | 335,347 | -376,836 (-52.9%) |
| Tolleson Wealth Management, Inc. | 315,299 | 278,461 | -36,838 (-11.7%) |
| First Heartland Consultants, Inc. | 689,421 | 652,735 | -36,686 (-5.3%) |
| Financial Futures Ltd Liability Co. | 38,544 | 16,738 | -21,806 (-56.6%) |
| Dynamic Advisor Solutions LLC | 962,249 | 758,653 | -203,596 (-21.2%) |
| WCG Wealth Advisors LLC | 227,852 | 14,029 | -213,823 (-93.8%) |
| COLUMBIA ADVISORY PARTNERS LLC | 71,451 | 66,071 | -5,380 (-7.5%) |
| Integrated Wealth Concepts LLC | 949,158 | 273,051 | -676,107 (-71.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| McCarthy & Cox | 45,225 | $1,139 |
| Williams & Novak, LLC | 13,701 | $345 |
| Chokshi & Queen Wealth Advisors, Inc | 18,472 | $465 |
| Arkos Global Advisors | 97,603 | $2 |
| Ergawealth Advisors, Inc. | 12,810 | $323 |
| Millington Financial Advisors, LLC | 8,577 | $217 |
| Total Wealth Planning, LLC | 17,605 | $443 |
| GeoWealth Management, LLC | 51,255 | $1,291 |
| Bramshill Investments, LLC | 30,000 | $756 |
| B. Riley Wealth Advisors, Inc. | 38,245 | $963 |
| Kovitz Investment Group Partners, LLC | 146,623 | $3,693 |
| Rossby Financial, LCC | 2,673 | $67 |
| Perigon Wealth Management, LLC | 16,733 | $421 |
| HUNTINGTON NATIONAL BANK | 5,296 | $133 |
| GoalVest Advisory LLC | 753 | $19 |
| MASECO LLP | 1,647 | $41 |
| Founders Financial Alliance, LLC | 467 | $12 |
| MAI Capital Management | 665 | $17 |
| TD Waterhouse Canada Inc. | 23 | $1 |
| HANTZ FINANCIAL SERVICES, INC. | 83 | $0 |