Ticker: BOTZ CUSIP: 37954Y715 Class: RBTCS ARTFL INTE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC | 25,544 | $2,120 |
| BEARING POINT CAPITAL, LLC | 96,625 | $3,501 |
| Castleview Partners, LLC | 26,063 | $944 |
| Verity Asset Management, Inc. | 16,392 | $594 |
| Anson Capital, Inc. | 6,466 | $234 |
| Itau Unibanco Holding S.A. | 108,000 | $3,951 |
| Virtue Capital Management, LLC | 3,901 | $811 |
| Golden State Equity Partners | 18,531 | $671 |
| Sunpointe, LLC | 7,000 | $255 |
| Lido Advisors, LLC | 458,765 | $16,617 |
| Quantum Financial Planning Services, Inc. | 6,170 | $224 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,856 | $212 |
| E&G Advisors, LP | 6,967 | $252 |
| Sharkey, Howes & Javer | 7,546 | $273 |
| SRS Capital Advisors, Inc. | 33,923 | $1,229 |
| Chevy Chase Trust Holdings, LLC | 170,202 | $6,166 |
| Destiny Wealth Partners, LLC | 5,521 | $210 |
| VestGen Advisors, LLC | 14,807 | $536 |
| Dynamic Advisor Solutions LLC | 16,682 | $604 |
| Brooklyn Investment Group | 7,447 | $274 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TPG Financial Advisors, LLC | 212,330 | 228,801 | +16,471 (+7.8%) |
| Foguth Wealth Management, LLC. | 42,643 | 166,808 | +124,165 (+291.2%) |
| Black Swift Group, LLC | 262,190 | 271,435 | +9,245 (+3.5%) |
| 1 NORTH WEALTH SERVICES LLC | 96,766 | 99,419 | +2,653 (+2.7%) |
| Endowment Wealth Management, Inc. | 18,520 | 22,840 | +4,320 (+23.3%) |
| BCS Wealth Management | 9,393 | 23,240 | +13,847 (+147.4%) |
| Mirae Asset Global Investments Co., Ltd. | 626,882 | 896,252 | +269,370 (+43.0%) |
| Game Plan Financial Advisors, LLC | 60 | 3,975 | +3,915 (+6525.0%) |
| Sterling Investment Advisors, Ltd. | 119,785 | 121,980 | +2,195 (+1.8%) |
| Ameritas Advisory Services, LLC | 7,036 | 32,141 | +25,105 (+356.8%) |
| Modern Wealth Management, LLC | 312,167 | 343,014 | +30,847 (+9.9%) |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 12,101 | 14,508 | +2,407 (+19.9%) |
| Mission Hills Financial Advisory, LLC | 18,002 | 19,064 | +1,062 (+5.9%) |
| Paragon Private Wealth Management, LLC | 39,353 | 40,683 | +1,330 (+3.4%) |
| BOS Asset Management, LLC | 14,968 | 17,020 | +2,052 (+13.7%) |
| Brookstone Capital Management | 35,092 | 70,320 | +35,228 (+100.4%) |
| Coastal Investment Advisors, Inc. | 478 | 2,557 | +2,079 (+434.9%) |
| D.A. DAVIDSON & CO. | 12,447 | 67,762 | +55,315 (+444.4%) |
| Sanctuary Advisors, LLC | 37,764 | 100,042 | +62,278 (+164.9%) |
| Fiduciary Alliance LLC | 132,743 | 136,861 | +4,118 (+3.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OBSIDIAN CIO, LLC | 445,236 | 22,669 | -422,567 (-94.9%) |
| Sage Capital Management, LLC | 102,972 | 93,420 | -9,552 (-9.3%) |
| APS Management Group, Inc. | 33,732 | 29,512 | -4,220 (-12.5%) |
| Intrepid Financial Planning Group LLC | 45,092 | 42,080 | -3,012 (-6.7%) |
| Advyzon Investment Management, LLC | 28,018 | 17,221 | -10,797 (-38.5%) |
| Eagle Strategies LLC | 33,413 | 23,558 | -9,855 (-29.5%) |
| GPS Wealth Strategies Group, LLC | 9,787 | 1,149 | -8,638 (-88.3%) |
| Koa Wealth Management, LLC | 25,542 | 24,679 | -863 (-3.4%) |
| CERTUITY, LLC | 25,626 | 8,795 | -16,831 (-65.7%) |
| Ellis Investment Partners, LLC | 22,334 | 16,287 | -6,047 (-27.1%) |
| Family Office Research LLC | 12,227 | 9,842 | -2,385 (-19.5%) |
| Advisory Services Network, LLC | 138,741 | 98,685 | -40,056 (-28.9%) |
| Summit Financial, LLC | 49,645 | 14,313 | -35,332 (-71.2%) |
| Emerald Advisors, LLC | 52,104 | 48,444 | -3,660 (-7.0%) |
| PRUDENTIAL PLC | 74,600 | 17,000 | -57,600 (-77.2%) |
| Stelac Advisory Services LLC | 7,376 | 5,406 | -1,970 (-26.7%) |
| Kestra Advisory Services, LLC | 271,685 | 190,759 | -80,926 (-29.8%) |
| Granite Bay Wealth Management, LLC | 15,651 | 13,595 | -2,056 (-13.1%) |
| Resurgent Financial Advisors LLC | 23,957 | 23,269 | -688 (-2.9%) |
| Alpha Wealth Funds, LLC | 16,818 | 16,376 | -442 (-2.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| J HAGAN CAPITAL, INC. | 21,876 | $775 |
| Freedom Investment Management, Inc. | 26,683 | $945 |
| BAM Wealth Management, LLC | 6,582 | $233 |
| Whalen Wealth Management Inc. | 6,525 | $231 |
| Strategic Financial Concepts, LLC | 6,599 | $234 |
| North Capital, Inc. | 2,001 | $71 |
| Strategic Wealth Investment Group, LLC | 11,314 | $401 |
| Simplicity Wealth,LLC | 15,740 | $558 |
| IPG Investment Advisors LLC | 3,989 | $141 |
| Y-Intercept (Hong Kong) Ltd | 14,957 | $530 |
| PATTEN & PATTEN INC/TN | 6,691 | $237 |
| INSIGNEO ADVISORY SERVICES, LLC | 5,666 | $201 |
| Toroso Investments, LLC | 60,349 | $2,138 |
| SteelPeak Wealth, LLC | 6,097 | $216 |
| RENAISSANCE TECHNOLOGIES LLC | 47,594 | $1,686 |
| Pathway Financial Advisers, LLC | 928 | $33 |
| Saranac Partners Ltd | 915 | $32 |
| Vanguard Personalized Indexing Management, LLC | 9,000 | $319 |
| FLOW TRADERS U.S. LLC | 13,853 | $0 |
| Trexquant Investment LP | 6,144 | $218 |