Ticker: BUFT CUSIP: 33740U760 Class: VEST BUFFERED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SageGuard Financial Group, LLC | 109,629 | $2,697 |
| Nova Wealth Management, Inc. | 762 | $19 |
| FIFTH THIRD BANCORP | 18,120 | $446 |
| RAYMOND JAMES FINANCIAL INC | 22,456 | $553 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,141 | $28 |
| SRS Capital Advisors, Inc. | 460 | $11 |
| Janney Montgomery Scott LLC | 8,291 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 82,886 | 196,128 | +113,242 (+136.6%) |
| Glen Eagle Advisors, LLC | 1,010,595 | 1,031,372 | +20,777 (+2.1%) |
| Centennial Wealth Advisory LLC | 657,563 | 667,917 | +10,354 (+1.6%) |
| Arkadios Wealth Advisors | 59,554 | 79,189 | +19,635 (+33.0%) |
| HARBOUR INVESTMENTS, INC. | 94,913 | 107,399 | +12,486 (+13.2%) |
| Geneos Wealth Management Inc. | 224,689 | 232,178 | +7,489 (+3.3%) |
| LPL Financial LLC | 321,341 | 378,925 | +57,584 (+17.9%) |
| OLD MISSION CAPITAL LLC | 30,427 | 32,611 | +2,184 (+7.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 92,163 | 94,810 | +2,647 (+2.9%) |
| CENTAURUS FINANCIAL, INC. | 22,176 | 24,105 | +1,929 (+8.7%) |
| CWM, LLC | 221,115 | 228,016 | +6,901 (+3.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Lunt Capital Management, Inc. | 110,924 | 107,121 | -3,803 (-3.4%) |
| Marshall Financial Group LLC | 60,721 | 58,943 | -1,778 (-2.9%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 63,650 | 45,173 | -18,477 (-29.0%) |
| ROVIN CAPITAL /UT/ /ADV | 34,468 | 31,572 | -2,896 (-8.4%) |
| IMG Wealth Management, Inc. | 1,141 | 547 | -594 (-52.1%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 8,677 | 8,457 | -220 (-2.5%) |
| OSAIC HOLDINGS, INC. | 94,622 | 66,802 | -27,820 (-29.4%) |
| Ameritas Advisory Services, LLC | 21,049 | 18,812 | -2,237 (-10.6%) |
| Gateway Wealth Partners, LLC | 31,685 | 30,870 | -815 (-2.6%) |
| Private Advisor Group, LLC | 13,293 | 8,972 | -4,321 (-32.5%) |
| ASSETMARK, INC | 124,541 | 119,747 | -4,794 (-3.8%) |
| Meridian Wealth Management, LLC | 11,507 | 9,837 | -1,670 (-14.5%) |
| Sanctuary Advisors, LLC | 62,390 | 58,933 | -3,457 (-5.5%) |
| Aptus Capital Advisors, LLC | 47,025 | 45,650 | -1,375 (-2.9%) |
| TRUIST FINANCIAL CORP | 15,563 | 14,670 | -893 (-5.7%) |
| Integrated Wealth Concepts LLC | 30,292 | 29,884 | -408 (-1.3%) |
| Smartleaf Asset Management LLC | 180 | 118 | -62 (-34.4%) |
| Cambridge Investment Research Advisors, Inc. | 28,165 | 25,959 | -2,206 (-7.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GPS Wealth Strategies Group, LLC | 33,003 | $797 |
| KFG WEALTH MANAGEMENT, LLC | 9,651 | $233 |
| CITADEL ADVISORS LLC | 31,286 | $756 |
| Advisory Services Network, LLC | 5,331 | $129 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,301 | $370 |