Ticker: BOCT CUSIP: 45782C771 Class: US EQTY BUF OCT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 25,935 | $1,282 |
| Grantvest Financial Group LLC | 10,724 | $530 |
| Chris Bulman Inc | 13,655 | $675 |
| FORONJY FINANCIAL LLC | 11,921 | $589 |
| CORRADO ADVISORS, LLC | 9,215 | $455 |
| EVOLUTION WEALTH MANAGEMENT INC. | 3,012 | $149 |
| Secure Asset Management, LLC | 12,979 | $641 |
| Vantage Financial Partners, LLC | 8,930 | $441 |
| KFG WEALTH MANAGEMENT, LLC | 10,425 | $515 |
| AlphaStar Capital Management, LLC | 16,586 | $820 |
| Old Port Advisors | 4,500 | $222 |
| Rothschild Wealth LLC | 6,000 | $297 |
| Arkadios Wealth Advisors | 23,564 | $1,165 |
| OLD MISSION CAPITAL LLC | 22,372 | $1,106 |
| World Investment Advisors | 24,612 | $1,216 |
| First Heartland Consultants, Inc. | 4,184 | $207 |
| GTS SECURITIES LLC | 7,565 | $374 |
| SRS Capital Advisors, Inc. | 11,754 | $581 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,518 | $223 |
| PFG Advisors | 5,511 | $272 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 267,175 | 285,759 | +18,584 (+7.0%) |
| Brookstone Capital Management | 6,451 | 575,691 | +569,240 (+8824.1%) |
| IMG Wealth Management, Inc. | 1,501 | 8,899 | +7,398 (+492.9%) |
| Weaver Consulting Group | 17,161 | 28,741 | +11,580 (+67.5%) |
| FSA Advisors, Inc. | 38,897 | 39,780 | +883 (+2.3%) |
| GWN SECURITIES INC. | 4,200 | 17,452 | +13,252 (+315.5%) |
| DHJJ Financial Advisors, Ltd. | 15,587 | 22,179 | +6,592 (+42.3%) |
| City Center Advisors, LLC | 15,243 | 16,032 | +789 (+5.2%) |
| BCS Wealth Management | 10,032 | 19,352 | +9,320 (+92.9%) |
| Lantz Financial LLC | 18,880 | 23,011 | +4,131 (+21.9%) |
| Diligent Investors, LLC | 23,968 | 26,173 | +2,205 (+9.2%) |
| Spire Wealth Management | 6,917 | 18,241 | +11,324 (+163.7%) |
| Cerity Partners LLC | 103,650 | 200,596 | +96,946 (+93.5%) |
| Fragasso Group Inc. | 65,881 | 68,882 | +3,001 (+4.6%) |
| MML INVESTORS SERVICES, LLC | 22,803 | 75,577 | +52,774 (+231.4%) |
| Valtinson Bruner Financial Planning LLC | 13,626 | 14,214 | +588 (+4.3%) |
| Beacon Financial Advisory LLC | 5,867 | 6,540 | +673 (+11.5%) |
| IFP Advisors, Inc | 6,287 | 9,639 | +3,352 (+53.3%) |
| OSAIC HOLDINGS, INC. | 143,379 | 155,818 | +12,439 (+8.7%) |
| RAYMOND JAMES FINANCIAL INC | 38,897 | 53,086 | +14,189 (+36.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Motiv8 Investments LLC | 55,658 | 39,080 | -16,578 (-29.8%) |
| SageView Advisory Group, LLC | 8,064 | 3,743 | -4,321 (-53.6%) |
| Wealthquest Corp | 46,049 | 44,597 | -1,452 (-3.2%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 38,622 | 37,968 | -654 (-1.7%) |
| Berkshire Money Management, Inc. | 56,376 | 55,587 | -789 (-1.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 315,146 | 273,168 | -41,978 (-13.3%) |
| CAPTRUST FINANCIAL ADVISORS | 93,112 | 66,727 | -26,385 (-28.3%) |
| Penserra Capital Management LLC | 389,403 | 373,415 | -15,988 (-4.1%) |
| HARBOUR INVESTMENTS, INC. | 6,888 | 3,991 | -2,897 (-42.1%) |
| JPMORGAN CHASE & CO | 15,299 | 5,755 | -9,544 (-62.4%) |
| Kestra Advisory Services, LLC | 70,577 | 66,471 | -4,106 (-5.8%) |
| RFG Advisory, LLC | 6,494 | 4,683 | -1,811 (-27.9%) |
| Cetera Investment Advisers | 155,828 | 150,884 | -4,944 (-3.2%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,821 | 5,814 | -1,007 (-14.8%) |
| XML Financial, LLC | 9,927 | 9,651 | -276 (-2.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Gradient Investments LLC | 20,765 | $1,005 |
| Foundations Investment Advisors, LLC | 4,316 | $209 |
| BARCLAYS PLC | 13,597 | $577 |
| Noble Wealth Management PBC | 250 | $12 |
| CITADEL ADVISORS LLC | 9,233 | $447 |