Ticker: POCT CUSIP: 45782C797 Class: US EQTY PWR BUF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WEST MICHIGAN ADVISORS, LLC | 186,976 | $8,212 |
| Atlantic Private Wealth, LLC | 42,346 | $1,860 |
| Cape Investment Advisory, Inc. | 37,755 | $1,658 |
| Signal Advisors Wealth, LLC | 92,970 | $4,083 |
| MMA ASSET MANAGEMENT LLC | 15,604 | $685 |
| Lakeridge Wealth Management LLC | 11,270 | $495 |
| Blue Sky Capital Consultants Group, Inc. | 11,110 | $488 |
| Capital Square, LLC | 8,652 | $380 |
| Vestment Financial LLC | 7,815 | $346 |
| Silver Grove Financial Group, Inc. | 4,778 | $210 |
| Allworth Financial LP | 607,412 | $26,678 |
| Integrity Advisory Solutions, LLC | 20,456 | $898 |
| Michels Family Financial, LLC | 4,625 | $203 |
| Rothschild Wealth LLC | 22,682 | $996 |
| YARGER WEALTH STRATEGIES, LLC | 6,907 | $303 |
| Old Port Advisors | 10,090 | $443 |
| AlphaStar Capital Management, LLC | 27,222 | $1,196 |
| Jessup Wealth Management, Inc | 6,301 | $277 |
| WealthPlan Investment Management, LLC | 23,409 | $1,028 |
| Lineweaver Wealth Advisors, LLC | 10,981 | $482 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Chris Bulman Inc | 50,416 | 68,823 | +18,407 (+36.5%) |
| Brookstone Capital Management | 202,684 | 893,154 | +690,470 (+340.7%) |
| CORRADO ADVISORS, LLC | 13,041 | 30,715 | +17,674 (+135.5%) |
| GILL CAPITAL PARTNERS, LLC | 26,044 | 45,454 | +19,410 (+74.5%) |
| CRA Financial Services, LLC | 37,010 | 73,085 | +36,075 (+97.5%) |
| Pinnacle Wealth Management Group, Inc. | 11,040 | 20,990 | +9,950 (+90.1%) |
| BCS Wealth Management | 36,135 | 71,533 | +35,398 (+98.0%) |
| Certified Advisory Corp | 109,218 | 137,995 | +28,777 (+26.3%) |
| Triad Wealth Partners, LLC | 95,427 | 115,928 | +20,501 (+21.5%) |
| Elmwood Wealth Management, Inc. | 68,379 | 71,554 | +3,175 (+4.6%) |
| Advyzon Investment Management, LLC | 40,235 | 59,061 | +18,826 (+46.8%) |
| FSA Advisors, Inc. | 25,208 | 26,916 | +1,708 (+6.8%) |
| DHJJ Financial Advisors, Ltd. | 745 | 7,545 | +6,800 (+912.8%) |
| City Center Advisors, LLC | 15,971 | 17,150 | +1,179 (+7.4%) |
| Diligent Investors, LLC | 53,948 | 57,723 | +3,775 (+7.0%) |
| Vantage Point Financial LLC | 11,455 | 15,770 | +4,315 (+37.7%) |
| WealthPLAN Partners, LLC | 14,664 | 24,541 | +9,877 (+67.4%) |
| BLAIR WILLIAM & CO/IL | 35,708 | 371,926 | +336,218 (+941.6%) |
| Trek Financial, LLC | 99,067 | 115,188 | +16,121 (+16.3%) |
| Orion Capital Management LLC | 24,512 | 27,415 | +2,903 (+11.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Motiv8 Investments LLC | 173,893 | 131,475 | -42,418 (-24.4%) |
| KFG WEALTH MANAGEMENT, LLC | 131,664 | 80,750 | -50,914 (-38.7%) |
| Steward Partners Investment Advisory, LLC | 1,459,109 | 7,703 | -1,451,406 (-99.5%) |
| AA Financial Advisors, LLC | 203,129 | 193,497 | -9,632 (-4.7%) |
| WorthPointe, LLC | 39,625 | 24,387 | -15,238 (-38.5%) |
| WPWealth LLP | 129,315 | 112,812 | -16,503 (-12.8%) |
| Southland Equity Partners LLC | 92,452 | 89,424 | -3,028 (-3.3%) |
| STEPHENS INC /AR/ | 251,280 | 163,375 | -87,905 (-35.0%) |
| Long Island Wealth Management, Inc. | 12,025 | 9,525 | -2,500 (-20.8%) |
| PRINCIPAL SECURITIES, INC. | 123,814 | 63,504 | -60,310 (-48.7%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 82,210 | 77,821 | -4,389 (-5.3%) |
| CYPRESS FINANCIAL PLANNING LLC | 11,329 | 7,672 | -3,657 (-32.3%) |
| Global Strategic Investment Solutions, LLC | 74,308 | 70,195 | -4,113 (-5.5%) |
| Outlook Wealth Advisors, LLC | 20,882 | 18,746 | -2,136 (-10.2%) |
| HFG Wealth Management, LLC | 21,507 | 20,896 | -611 (-2.8%) |
| Penserra Capital Management LLC | 1,443,745 | 1,417,784 | -25,961 (-1.8%) |
| Maridea Wealth Management LLC | 16,093 | 13,105 | -2,988 (-18.6%) |
| FORVIS Wealth Advisors, LLC | 197,448 | 183,397 | -14,051 (-7.1%) |
| CreativeOne Wealth, LLC | 92,318 | 79,474 | -12,844 (-13.9%) |
| Retirement Income Solutions, Inc | 37,599 | 35,850 | -1,749 (-4.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kovitz Investment Group Partners, LLC | 310,793 | $13,395 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 27,911 | $1,152 |
| Collaborative Wealth Managment Inc. | 5,015 | $216 |
| Keystone Wealth Services, LLC | 6,242 | $269 |
| Ameritas Advisory Services, LLC | 6,238 | $269 |
| INTEGRITY ALLIANCE, LLC. | 4,828 | $208 |
| Avantax Planning Partners, Inc. | 5,952 | $257 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 666 | $29 |
| WELLS FARGO & COMPANY/MN | 623 | $27 |
| Sunbelt Securities, Inc. | 94 | $4 |
| Betterment LLC | 6,459 | $0 |