Ticker: BUFF CUSIP: 45783Y814 Class: LADERD ALCTN PWR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 44,096 | $2,199 |
| WEBSTER BANK, N. A. | 8,934 | $445 |
| Western Wealth Management, LLC | 15,417 | $769 |
| Rothschild Wealth LLC | 4,913 | $245 |
| Prospera Financial Services Inc | 16,607 | $828 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 511 | $25 |
| Empower Advisory Group, LLC | 4,413 | $220 |
| UBS Group AG | 350 | $17 |
| WELLS FARGO & COMPANY/MN | 200 | $10 |
| FMR LLC | 5 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LifeWealth Investments, LLC | 233,795 | 266,849 | +33,054 (+14.1%) |
| COLUMBIA ADVISORY PARTNERS LLC | 30,242 | 55,183 | +24,941 (+82.5%) |
| GGM Financials LLC | 513,552 | 524,690 | +11,138 (+2.2%) |
| Holos Integrated Wealth LLC | 315,020 | 324,434 | +9,414 (+3.0%) |
| Prasad Wealth Partners, LLC | 384,581 | 392,553 | +7,972 (+2.1%) |
| Wisconsin Wealth Advisors, LLC | 21,544 | 27,698 | +6,154 (+28.6%) |
| Seros Financial, LLC | 75,929 | 79,137 | +3,208 (+4.2%) |
| City Center Advisors, LLC | 20,268 | 27,119 | +6,851 (+33.8%) |
| Andina Capital Management, LLC | 50,248 | 54,168 | +3,920 (+7.8%) |
| GWN SECURITIES INC. | 110,305 | 126,240 | +15,935 (+14.4%) |
| Nicholson Meyer Capital Management, Inc. | 9,233 | 14,918 | +5,685 (+61.6%) |
| OFC FINANCIAL PLANNING, LLC | 22,018 | 23,394 | +1,376 (+6.2%) |
| World Investment Advisors | 4,492 | 150,628 | +146,136 (+3253.3%) |
| Core Wealth Advisors, Inc. | 78,704 | 82,572 | +3,868 (+4.9%) |
| MARIPAU WEALTH MANAGEMENT LLC | 9,958 | 14,839 | +4,881 (+49.0%) |
| CHAPMAN FINANCIAL GROUP, LLC | 8,571 | 11,521 | +2,950 (+34.4%) |
| SeaCrest Wealth Management, LLC | 16,055 | 31,028 | +14,973 (+93.3%) |
| Applied Capital LLC | 8,309 | 10,597 | +2,288 (+27.5%) |
| Comprehensive Financial Consultants Institutional, Inc. | 39,274 | 40,516 | +1,242 (+3.2%) |
| Weaver Consulting Group | 18,175 | 20,699 | +2,524 (+13.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 461,909 | 137,212 | -324,697 (-70.3%) |
| Buska Wealth Management, LLC | 202,698 | 174,488 | -28,210 (-13.9%) |
| PLANWISER FINANCIAL, LLC | 38,701 | 30,938 | -7,763 (-20.1%) |
| MPWM ADVISORY SOLUTIONS, LLC | 15,360 | 2,700 | -12,660 (-82.4%) |
| Advisor Resource Council | 26,986 | 25,951 | -1,035 (-3.8%) |
| Financial Network Wealth Advisors LLC | 40,414 | 39,636 | -778 (-1.9%) |
| Stegent Equity Advisors, Inc. | 10,326 | 6,460 | -3,866 (-37.4%) |
| VESTIA PERSONAL WEALTH ADVISORS | 36,158 | 33,874 | -2,284 (-6.3%) |
| JDM Financial Group LLC | 42,108 | 40,867 | -1,241 (-2.9%) |
| Capital Square, LLC | 9,386 | 6,807 | -2,579 (-27.5%) |
| Brookstone Capital Management | 73,826 | 26,677 | -47,149 (-63.9%) |
| Glen Eagle Advisors, LLC | 57,766 | 55,087 | -2,679 (-4.6%) |
| Southland Equity Partners LLC | 51,904 | 50,490 | -1,414 (-2.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,290,533 | 561,791 | -728,742 (-56.5%) |
| HARBOUR INVESTMENTS, INC. | 142,178 | 126,207 | -15,971 (-11.2%) |
| Visionary Wealth Advisors | 94,050 | 86,669 | -7,381 (-7.8%) |
| Collaborative Wealth Managment Inc. | 28,278 | 27,691 | -587 (-2.1%) |
| MERCER GLOBAL ADVISORS INC /ADV | 915,720 | 794,629 | -121,091 (-13.2%) |
| MILESTONE ASSET MANAGEMENT, LLC | 46,580 | 45,319 | -1,261 (-2.7%) |
| LPL Financial LLC | 1,721,380 | 1,307,748 | -413,632 (-24.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BLVD Private Wealth, LLC | 6,626 | $324 |
| GPS Wealth Strategies Group, LLC | 12,669 | $619 |
| IFG Advisory, LLC | 28,650 | $1,400 |
| Sigma Planning Corp | 4,246 | $207 |
| GOLDMAN SACHS GROUP INC | 9,966 | $487 |
| Bank of New York Mellon Corp | 8,370 | $409 |
| BANK OF AMERICA CORP /DE/ | 3,733 | $182 |
| MAI Capital Management | 137 | $7 |