Ticker: BAPR CUSIP: 45782C888 Class: US EQT BUFR APR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 79,828 | $3,830 |
| Lido Advisors, LLC | 2,196,880 | $105,406 |
| BCS Wealth Management | 6,796 | $326 |
| AlphaStar Capital Management, LLC | 7,624 | $366 |
| World Investment Advisors | 23,332 | $1,119 |
| SRS Capital Advisors, Inc. | 10,914 | $524 |
| OPTIMA CAPITAL LLC | 600 | $29 |
| Cape Investment Advisory, Inc. | 100 | $5 |
| Jessup Wealth Management, Inc | 8 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| INTEGRAL INVESTMENT ADVISORS, INC. | 273,529 | 288,809 | +15,280 (+5.6%) |
| FORONJY FINANCIAL LLC | 7,358 | 12,315 | +4,957 (+67.4%) |
| City Center Advisors, LLC | 15,386 | 16,472 | +1,086 (+7.1%) |
| OLD MISSION CAPITAL LLC | 17,819 | 36,543 | +18,724 (+105.1%) |
| MML INVESTORS SERVICES, LLC | 25,845 | 33,276 | +7,431 (+28.8%) |
| Janney Montgomery Scott LLC | 22,654 | 23,280 | +626 (+2.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Motiv8 Investments LLC | 56,079 | 40,301 | -15,778 (-28.1%) |
| Clear Point Advisors Inc. | 24,503 | 21,872 | -2,631 (-10.7%) |
| GWN SECURITIES INC. | 21,623 | 12,854 | -8,769 (-40.6%) |
| Belpointe Asset Management LLC | 53,587 | 7,796 | -45,791 (-85.5%) |
| Maltin Wealth Management, Inc. | 41,978 | 39,895 | -2,083 (-5.0%) |
| WPWealth LLP | 12,861 | 7,845 | -5,016 (-39.0%) |
| Southland Equity Partners LLC | 34,707 | 32,146 | -2,561 (-7.4%) |
| Strategic Blueprint, LLC | 28,442 | 17,669 | -10,773 (-37.9%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 51,684 | 49,487 | -2,197 (-4.3%) |
| Snowden Capital Advisors LLC | 35,079 | 22,484 | -12,595 (-35.9%) |
| XML Financial, LLC | 15,596 | 10,764 | -4,832 (-31.0%) |
| Gradient Investments LLC | 20,635 | 4,902 | -15,733 (-76.2%) |
| Annis Gardner Whiting Capital Advisors, LLC | 7,100 | 5,300 | -1,800 (-25.4%) |
| Outlook Wealth Advisors, LLC | 19,897 | 18,779 | -1,118 (-5.6%) |
| FSA Advisors, Inc. | 16,652 | 16,481 | -171 (-1.0%) |
| IMG Wealth Management, Inc. | 1,103 | 531 | -572 (-51.9%) |
| Fragasso Group Inc. | 15,412 | 12,496 | -2,916 (-18.9%) |
| DHJJ Financial Advisors, Ltd. | 22,165 | 21,858 | -307 (-1.4%) |
| Secure Asset Management, LLC | 8,977 | 7,949 | -1,028 (-11.5%) |
| RAYMOND JAMES FINANCIAL INC | 126,326 | 71,156 | -55,170 (-43.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Castellan Group | 7,160 | $336 |
| KFG WEALTH MANAGEMENT, LLC | 4,279 | $201 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,825 | $883 |
| GOLDMAN SACHS GROUP INC | 11,757 | $551 |