Ticker: BUFB CUSIP: 45783Y756 Class: LADDERED ALC BFR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vantage Financial Partners, LLC | 12,434 | $456 |
| Simplicity Wealth,LLC | 12,714 | $466 |
| Ameritas Advisory Services, LLC | 7,486 | $274 |
| Rockefeller Capital Management L.P. | 92,128 | $3,375 |
| OLD MISSION CAPITAL LLC | 12,892 | $472 |
| INTEGRITY ALLIANCE, LLC. | 7,629 | $279 |
| Foundations Investment Advisors, LLC | 5,709 | $209 |
| SageView Advisory Group, LLC | 1,031 | $38 |
| Allworth Financial LP | 400 | $15 |
| BANK OF MONTREAL /CAN/ | 62 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 75,809 | 141,548 | +65,739 (+86.7%) |
| Seros Financial, LLC | 214,270 | 220,808 | +6,538 (+3.1%) |
| CAPITAL WEALTH MANAGEMENT, LLC | 171,397 | 191,320 | +19,923 (+11.6%) |
| GWN SECURITIES INC. | 173,959 | 216,226 | +42,267 (+24.3%) |
| Heritage Wealth Management, Inc. | 48,986 | 68,843 | +19,857 (+40.5%) |
| OFC FINANCIAL PLANNING, LLC | 31,808 | 33,566 | +1,758 (+5.5%) |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 148,842 | 181,796 | +32,954 (+22.1%) |
| Syntegra Private Wealth Group, LLC | 179,171 | 189,195 | +10,024 (+5.6%) |
| Bedel Financial Consulting, Inc. | 42,219 | 51,151 | +8,932 (+21.2%) |
| FORONJY FINANCIAL LLC | 16,815 | 18,950 | +2,135 (+12.7%) |
| CHAPMAN FINANCIAL GROUP, LLC | 7,755 | 9,155 | +1,400 (+18.1%) |
| INTEGRAL INVESTMENT ADVISORS, INC. | 10,400 | 12,650 | +2,250 (+21.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,671 | 164,691 | +148,020 (+887.9%) |
| PRINCIPAL SECURITIES, INC. | 62,057 | 76,804 | +14,747 (+23.8%) |
| Wealthspire Retirement, LLC | 73,395 | 75,794 | +2,399 (+3.3%) |
| World Investment Advisors | 69,895 | 77,745 | +7,850 (+11.2%) |
| Kingsview Wealth Management, LLC | 22,183 | 29,329 | +7,146 (+32.2%) |
| DHJJ Financial Advisors, Ltd. | 1,635 | 2,261 | +626 (+38.3%) |
| HighTower Advisors, LLC | 253,806 | 275,965 | +22,159 (+8.7%) |
| LPL Financial LLC | 296,292 | 323,228 | +26,936 (+9.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Capital Asset Advisory Services LLC | 452,850 | 17,007 | -435,843 (-96.2%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 452,850 | 17,742 | -435,108 (-96.1%) |
| KFG WEALTH MANAGEMENT, LLC | 117,122 | 114,526 | -2,596 (-2.2%) |
| Kathmere Capital Management, LLC | 87,890 | 83,167 | -4,723 (-5.4%) |
| 4J Wealth Management LLC | 22,329 | 21,854 | -475 (-2.1%) |
| BLVD Private Wealth, LLC | 6,060 | 5,559 | -501 (-8.3%) |
| Diligent Investors, LLC | 42,442 | 41,627 | -815 (-1.9%) |
| CONTINUUM WEALTH ADVISORS, LLC | 25,694 | 25,421 | -273 (-1.1%) |
| VestGen Advisors, LLC | 10,818 | 6,993 | -3,825 (-35.4%) |
| OSAIC HOLDINGS, INC. | 185,578 | 176,699 | -8,879 (-4.8%) |
| TRUIST FINANCIAL CORP | 23,434 | 20,262 | -3,172 (-13.5%) |
| HARBOUR INVESTMENTS, INC. | 1,846 | 811 | -1,035 (-56.1%) |
| RFG Advisory, LLC | 20,300 | 19,755 | -545 (-2.7%) |
| Western Wealth Management, LLC | 12,743 | 12,394 | -349 (-2.7%) |
| CENTAURUS FINANCIAL, INC. | 35,916 | 31,556 | -4,360 (-12.1%) |
| Caliber Wealth Management, LLC / KS | 13,287 | 13,111 | -176 (-1.3%) |
| D.B. Root & Company, LLC | 7,287 | 7,194 | -93 (-1.3%) |
| Capital Investment Advisory Services, LLC | 7,407 | 7,239 | -168 (-2.3%) |
| Advisory Services Network, LLC | 9,684 | 9,472 | -212 (-2.2%) |
| Atria Investments, Inc | 9,684 | 9,472 | -212 (-2.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Independent Wealth Network Inc. | 21,808 | $779 |
| IBEX WEALTH ADVISORS | 7,216 | $258 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,016 | $966 |
| CITADEL ADVISORS LLC | 12,626 | $451 |