Ticker: BUFG CUSIP: 33740U778 Class: VEST BUFFERED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SageGuard Financial Group, LLC | 40,114 | $1,104 |
| Kovack Advisors, Inc. | 22,504 | $619 |
| GREAT VALLEY ADVISOR GROUP, INC. | 38,377 | $1,056 |
| Valmark Advisers, Inc. | 41,413 | $1,140 |
| Keystone Financial Group | 7,500 | $206 |
| OLD MISSION CAPITAL LLC | 19,720 | $543 |
| Farther Finance Advisors, LLC | 19,068 | $525 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,443 | $590 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,252 | $89 |
| SRS Capital Advisors, Inc. | 300 | $8 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Centennial Wealth Advisory LLC | 606,362 | 636,956 | +30,594 (+5.0%) |
| ROVIN CAPITAL /UT/ /ADV | 82,367 | 93,968 | +11,601 (+14.1%) |
| Arkadios Wealth Advisors | 12,166 | 72,711 | +60,545 (+497.7%) |
| TRANSCEND CAPITAL ADVISORS, LLC | 96,858 | 107,990 | +11,132 (+11.5%) |
| Ellsworth Advisors, LLC | 128,002 | 129,807 | +1,805 (+1.4%) |
| Ameritas Advisory Services, LLC | 26,500 | 43,072 | +16,572 (+62.5%) |
| Tradition Wealth Management, LLC | 76,402 | 85,155 | +8,753 (+11.5%) |
| Rockefeller Capital Management L.P. | 24,836 | 176,857 | +152,021 (+612.1%) |
| IFP Advisors, Inc | 3,160 | 19,897 | +16,737 (+529.7%) |
| Brookstone Capital Management | 23,105 | 40,241 | +17,136 (+74.2%) |
| Geneos Wealth Management Inc. | 211,968 | 218,584 | +6,616 (+3.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 984,282 | 1,020,931 | +36,649 (+3.7%) |
| Integrated Wealth Concepts LLC | 99,057 | 105,886 | +6,829 (+6.9%) |
| MML INVESTORS SERVICES, LLC | 63,110 | 70,650 | +7,540 (+11.9%) |
| ASSETMARK, INC | 246,069 | 251,922 | +5,853 (+2.4%) |
| Cetera Investment Advisers | 406,138 | 412,001 | +5,863 (+1.4%) |
| Mariner, LLC | 38,306 | 41,735 | +3,429 (+9.0%) |
| HARBOUR INVESTMENTS, INC. | 27,730 | 29,166 | +1,436 (+5.2%) |
| American Trust | 18,494 | 18,942 | +448 (+2.4%) |
| CreativeOne Wealth, LLC | 15,255 | 16,042 | +787 (+5.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FreeGulliver LLC | 279,835 | 262,783 | -17,052 (-6.1%) |
| Lunt Capital Management, Inc. | 101,523 | 87,690 | -13,833 (-13.6%) |
| WORLD EQUITY GROUP, INC. | 170,410 | 168,068 | -2,342 (-1.4%) |
| Financial Network Wealth Advisors LLC | 22,037 | 21,140 | -897 (-4.1%) |
| Advisory Services Network, LLC | 94,197 | 62,314 | -31,883 (-33.8%) |
| Harvest Investment Services, LLC | 38,197 | 36,046 | -2,151 (-5.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,122,992 | 713,299 | -409,693 (-36.5%) |
| DHJJ Financial Advisors, Ltd. | 19,642 | 18,557 | -1,085 (-5.5%) |
| NOVEM GROUP | 35,807 | 33,166 | -2,641 (-7.4%) |
| AMERIFLEX GROUP, INC. | 2,224 | 1,112 | -1,112 (-50.0%) |
| OSAIC HOLDINGS, INC. | 350,601 | 291,967 | -58,634 (-16.7%) |
| TCFG WEALTH MANAGEMENT, LLC | 20,907 | 20,295 | -612 (-2.9%) |
| LPL Financial LLC | 787,171 | 697,957 | -89,214 (-11.3%) |
| Private Advisor Group, LLC | 84,542 | 65,048 | -19,494 (-23.1%) |
| Sigma Planning Corp | 26,449 | 21,202 | -5,247 (-19.8%) |
| PFG Advisors | 28,212 | 25,220 | -2,992 (-10.6%) |
| Gateway Wealth Partners, LLC | 28,142 | 27,340 | -802 (-2.8%) |
| IMG Wealth Management, Inc. | 1,420 | 1,159 | -261 (-18.4%) |
| TFB Advisors LLC | 10,431 | 10,059 | -372 (-3.6%) |
| Sanctuary Advisors, LLC | 56,521 | 53,407 | -3,114 (-5.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 12,140 | $327 |
| PRINCIPAL SECURITIES, INC. | 215 | $6 |