Ticker: BSCT CUSIP: 46138J577 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KINTRA WEALTH, LLC | 199,702 | $3,761 |
| Parisi Gray Wealth Management | 145,041 | $2,732 |
| CONTINUUM WEALTH ADVISORS, LLC | 56,977 | $1,073 |
| Genesis Wealth Advisors, LLC | 32,350 | $609 |
| XY Planning Network, Inc. | 75,480 | $1,422 |
| Matthew Goff Investment Advisor, LLC | 82,046 | $1,545 |
| Trilogy Capital Inc. | 237,315 | $4,470 |
| Claris Financial LLC | 11,459 | $216 |
| WEBSTER BANK, N. A. | 59,248 | $1,116 |
| Leo Wealth, LLC | 56,997 | $1,074 |
| Foundry Financial Group, Inc. | 11,780 | $222 |
| Golden Reserve Retirement LLC | 15,001 | $283 |
| Integris Wealth Management, LLC | 11,674 | $220 |
| Clearstead Trust, LLC | 12,196 | $230 |
| SNS Financial Group, LLC | 16,682 | $314 |
| Aprio Wealth Management, LLC | 18,487 | $348 |
| KEYBANK NATIONAL ASSOCIATION/OH | 228,425 | $4,302 |
| Diversified Portfolios, Inc. | 14,479 | $273 |
| Berger Financial Group, Inc | 18,659 | $351 |
| GTS SECURITIES LLC | 21,848 | $412 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TLWM | 21,398 | 1,464,068 | +1,442,670 (+6742.1%) |
| Straight Path Wealth Management | 218,930 | 545,748 | +326,818 (+149.3%) |
| Ledgewood Wealth Advisors, LLC | 226,807 | 317,519 | +90,712 (+40.0%) |
| Farnam Financial LLC | 214,288 | 254,999 | +40,711 (+19.0%) |
| KIRR MARBACH & CO LLC /IN/ | 425,984 | 652,689 | +226,705 (+53.2%) |
| Cornerstone Planning, LLC | 95,613 | 390,874 | +295,261 (+308.8%) |
| Goepper Burkhardt LLC | 563,722 | 628,242 | +64,520 (+11.4%) |
| HOWARD WEALTH MANAGEMENT, LLC | 212,827 | 275,437 | +62,610 (+29.4%) |
| Carmel Capital Partners, LLC | 242,961 | 327,451 | +84,490 (+34.8%) |
| Wilkins Miller Wealth Management, LLC | 291,740 | 311,213 | +19,473 (+6.7%) |
| MANCHESTER FINANCIAL INC | 2,213,996 | 2,246,389 | +32,393 (+1.5%) |
| Sound Stewardship, LLC | 12,879 | 114,309 | +101,430 (+787.6%) |
| CENTRAL VALLEY ADVISORS, LLC | 510,582 | 533,784 | +23,202 (+4.5%) |
| Oder Investment Management, LLC | 28,325 | 86,489 | +58,164 (+205.3%) |
| Clark Asset Management, LLC | 838,335 | 1,001,898 | +163,563 (+19.5%) |
| GPM Growth Investors, Inc. | 700,361 | 713,716 | +13,355 (+1.9%) |
| Headland Capital, LLC | 923,008 | 939,993 | +16,985 (+1.8%) |
| BCS Wealth Management | 250,664 | 546,592 | +295,928 (+118.1%) |
| Pacific Wealth Strategies Group, Inc. | 24,878 | 82,785 | +57,907 (+232.8%) |
| IMA Wealth, Inc. | 1,149,065 | 1,221,624 | +72,559 (+6.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Red Spruce Capital, LLC | 199,215 | 81,922 | -117,293 (-58.9%) |
| AA Financial Advisors, LLC | 540,452 | 433,582 | -106,870 (-19.8%) |
| Capital Investment Counsel, LLC | 1,043,662 | 1,021,027 | -22,635 (-2.2%) |
| EVEXIA WEALTH LLC | 151,118 | 130,363 | -20,755 (-13.7%) |
| Motley Fool Wealth Management, LLC | 619,031 | 541,528 | -77,503 (-12.5%) |
| Hobbs Group Advisors, LLC | 65,137 | 35,329 | -29,808 (-45.8%) |
| VestGen Advisors, LLC | 273,225 | 100,904 | -172,321 (-63.1%) |
| S.E.E.D. Planning Group LLC | 187,116 | 178,535 | -8,581 (-4.6%) |
| ArborFi Advisors, LLC | 79,264 | 76,741 | -2,523 (-3.2%) |
| Quartz Partners, LLC | 28,921 | 15,368 | -13,553 (-46.9%) |
| Global Wealth Strategies & Associates | 41,163 | 29,365 | -11,798 (-28.7%) |
| ROVIN CAPITAL /UT/ /ADV | 132,407 | 124,710 | -7,697 (-5.8%) |
| Apeiron RIA LLC | 61,164 | 59,119 | -2,045 (-3.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 375,462 | 259,905 | -115,557 (-30.8%) |
| Vantage Point Financial LLC | 36,412 | 35,761 | -651 (-1.8%) |
| NewEdge Advisors, LLC | 748,755 | 723,538 | -25,217 (-3.4%) |
| Cetera Investment Advisers | 412,448 | 345,532 | -66,916 (-16.2%) |
| First Command Advisory Services, Inc. | 58,058 | 38,010 | -20,048 (-34.5%) |
| JPMORGAN CHASE & CO | 228,120 | 114,416 | -113,704 (-49.8%) |
| Insight Wealth Partners, LLC | 29,426 | 28,607 | -819 (-2.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Blue Barn Wealth, LLC | 68,494 | $1,288 |
| MINDSET WEALTH MANAGEMENT, LLC | 10,070 | $189 |
| United Community Bank | 5,500 | $103 |
| Legacy Private Trust Co. | 17,753 | $334 |
| JPL Wealth Management, LLC | 3,355 | $63 |
| Compound Planning, Inc. | 12,278 | $231 |
| Arkadios Wealth Advisors | 12,512 | $235 |
| JANE STREET GROUP, LLC | 161,641 | $3,040 |
| CITADEL ADVISORS LLC | 143,522 | $2,700 |
| True Wealth Design, LLC | 1,103 | $21 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,100 | $641 |
| Ameritas Advisory Services, LLC | 731 | $14 |
| SouthState Corp | 62 | $1 |