Ticker: BSTP CUSIP: 45783Y731 Class: BUFFER STEP UP S
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kestra Advisory Services, LLC | 4,644 | $172 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| D.B. Root & Company, LLC | 215,832 | 221,970 | +6,138 (+2.8%) |
| OFC FINANCIAL PLANNING, LLC | 30,043 | 31,892 | +1,849 (+6.2%) |
| FSA Advisors, Inc. | 6,469 | 16,852 | +10,383 (+160.5%) |
| OLD MISSION CAPITAL LLC | 13,917 | 21,618 | +7,701 (+55.3%) |
| Capital Investment Advisory Services, LLC | 35,766 | 36,294 | +528 (+1.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,877 | 18,398 | +4,521 (+32.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 26,902 | 29,008 | +2,106 (+7.8%) |
| PRINCIPAL SECURITIES, INC. | 17,766 | 18,893 | +1,127 (+6.3%) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 18,506 | 19,335 | +829 (+4.5%) |
| JPMORGAN CHASE & CO | 240 | 604 | +364 (+151.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Capstone Triton Financial Group, LLC | 45,162 | 44,402 | -760 (-1.7%) |
| Sunbelt Securities, Inc. | 258,902 | 248,911 | -9,991 (-3.9%) |
| Vista Cima Wealth Management LLC | 37,647 | 37,178 | -469 (-1.2%) |
| ROVIN CAPITAL /UT/ /ADV | 104,092 | 102,391 | -1,701 (-1.6%) |
| Cambridge Advisors Inc. | 87,544 | 86,485 | -1,059 (-1.2%) |
| KFG WEALTH MANAGEMENT, LLC | 8,361 | 5,669 | -2,692 (-32.2%) |
| Bedel Financial Consulting, Inc. | 10,059 | 8,471 | -1,588 (-15.8%) |
| BARCLAYS PLC | 5,404 | 807 | -4,597 (-85.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 81,365 | 75,743 | -5,622 (-6.9%) |
| LPL Financial LLC | 36,365 | 33,072 | -3,293 (-9.1%) |
| Merit Financial Group, LLC | 9,130 | 7,678 | -1,452 (-15.9%) |
| OSAIC HOLDINGS, INC. | 6,929 | 6,202 | -727 (-10.5%) |
| UBS Group AG | 595 | 80 | -515 (-86.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 20,916 | $761 |
| ASSETMARK, INC | 1,299 | $47 |