Ticker: BSCS CUSIP: 46138J643 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Rothschild Wealth LLC | 828,719 | $17,072 |
| KINTRA WEALTH, LLC | 229,759 | $4,733 |
| Lantz Financial LLC | 138,683 | $2,857 |
| CONTINUUM WEALTH ADVISORS, LLC | 52,172 | $1,075 |
| Ausdal Financial Partners, Inc. | 337,299 | $6,948 |
| Adalta Capital Management LLC | 21,290 | $439 |
| KICKSTAND VENTURES, LLC. | 38,591 | $795 |
| Sequoia Financial Advisors, LLC | 968,703 | $19,955 |
| Claris Financial LLC | 13,743 | $283 |
| Argentarii, LLC | 15,558 | $320 |
| River Street Advisors LLC | 11,325 | $233 |
| SMI Advisory Services, LLC | 16,294 | $335 |
| Kovack Advisors, Inc. | 38,231 | $788 |
| Cloud Capital Management, LLC | 12,472 | $0 |
| Leo Wealth, LLC | 24,694 | $509 |
| Integris Wealth Management, LLC | 10,066 | $207 |
| Clearstead Trust, LLC | 11,151 | $230 |
| SENTINEL PENSION ADVISORS INC | 9,925 | $204 |
| Aprio Wealth Management, LLC | 18,661 | $384 |
| RVW Wealth, LLC | 17,064 | $352 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cornerstone Planning, LLC | 86,877 | 423,997 | +337,120 (+388.0%) |
| Fusion Family Wealth LLC | 1,625,067 | 2,091,255 | +466,188 (+28.7%) |
| TLWM | 1,374,566 | 1,505,622 | +131,056 (+9.5%) |
| Farnam Financial LLC | 222,034 | 256,323 | +34,289 (+15.4%) |
| Goepper Burkhardt LLC | 518,069 | 578,105 | +60,036 (+11.6%) |
| Sound Stewardship, LLC | 367,740 | 400,621 | +32,881 (+8.9%) |
| Ledgewood Wealth Advisors, LLC | 401,546 | 431,014 | +29,468 (+7.3%) |
| SNS Financial Group, LLC | 918,071 | 1,230,828 | +312,757 (+34.1%) |
| KIRR MARBACH & CO LLC /IN/ | 530,873 | 628,956 | +98,083 (+18.5%) |
| Carmel Capital Partners, LLC | 220,768 | 298,063 | +77,295 (+35.0%) |
| Straight Path Wealth Management | 477,976 | 510,958 | +32,982 (+6.9%) |
| BCS Wealth Management | 301,328 | 662,496 | +361,168 (+119.9%) |
| SHUFRO ROSE & CO LLC | 251,621 | 803,896 | +552,275 (+219.5%) |
| CENTRAL VALLEY ADVISORS, LLC | 470,699 | 493,899 | +23,200 (+4.9%) |
| TruWealth Advisors, LLC | 4,385,103 | 4,476,284 | +91,181 (+2.1%) |
| Infinity Wealth Counsel, LLC | 172,884 | 179,434 | +6,550 (+3.8%) |
| Parisi Gray Wealth Management | 109,797 | 245,745 | +135,948 (+123.8%) |
| MANCHESTER FINANCIAL INC | 992,106 | 1,011,972 | +19,866 (+2.0%) |
| HOWARD WEALTH MANAGEMENT, LLC | 236,875 | 260,467 | +23,592 (+10.0%) |
| Cornerstone Wealth Management, LLC | 20,666 | 717,133 | +696,467 (+3370.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Red Spruce Capital, LLC | 302,367 | 201,719 | -100,648 (-33.3%) |
| VISTA INVESTMENT MANAGEMENT | 383,381 | 371,955 | -11,426 (-3.0%) |
| Camelot Portfolios, LLC | 88,455 | 75,871 | -12,584 (-14.2%) |
| Hobbs Group Advisors, LLC | 62,554 | 35,309 | -27,245 (-43.6%) |
| VestGen Advisors, LLC | 273,047 | 117,710 | -155,337 (-56.9%) |
| Gilbert Capital Group, Inc. | 65,776 | 63,625 | -2,151 (-3.3%) |
| S.E.E.D. Planning Group LLC | 170,914 | 166,925 | -3,989 (-2.3%) |
| Matthew Goff Investment Advisor, LLC | 93,262 | 76,450 | -16,812 (-18.0%) |
| ArborFi Advisors, LLC | 69,602 | 68,568 | -1,034 (-1.5%) |
| Financial Life Planners | 56,165 | 53,999 | -2,166 (-3.9%) |
| Oliver Luxxe Assets LLC | 163,953 | 154,371 | -9,582 (-5.8%) |
| Phoenix Holdings Ltd. | 144,755 | 34,909 | -109,846 (-75.9%) |
| Altus Wealth Group LLC | 16,447 | 12,224 | -4,223 (-25.7%) |
| ROVIN CAPITAL /UT/ /ADV | 131,570 | 127,046 | -4,524 (-3.4%) |
| Strathmore Capital Advisors, Inc. | 46,865 | 44,680 | -2,185 (-4.7%) |
| NOTTINGHAM ADVISORS, INC. | 99,473 | 93,727 | -5,746 (-5.8%) |
| Apeiron RIA LLC | 57,338 | 54,293 | -3,045 (-5.3%) |
| Global Wealth Strategies & Associates | 12,531 | 10,139 | -2,392 (-19.1%) |
| Insight Wealth Partners, LLC | 45,236 | 44,013 | -1,223 (-2.7%) |
| JPMORGAN CHASE & CO | 330,730 | 7,133 | -323,597 (-97.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| McCarthy & Cox | 211,106 | $4,342 |
| Blue Barn Wealth, LLC | 93,329 | $1,920 |
| Motley Fool Wealth Management, LLC | 234,407 | $4,822 |
| RETIREMENT GUYS FORMULA LLC | 11,697 | $241 |
| BALLAST ADVISORS LLC | 9,910 | $204 |
| BridgePort Financial Solutions, LLC | 10,080 | $207 |
| United Community Bank | 5,500 | $113 |
| Commonwealth Financial Services, LLC | 9,735 | $200 |
| True Wealth Design, LLC | 973 | $20 |
| Advisory Services Network, LLC | 7,348 | $151 |
| Ameritas Advisory Services, LLC | 2,136 | $44 |
| SouthState Corp | 40 | $1 |
| Newbridge Financial Services Group, Inc. | 26 | $1 |