Ticker: OVT CUSIP: 53656F573 Class: OVERLAY SHS SHRT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Bison Wealth, LLC | 1,475,843 | $32,373 |
| Holcombe Financial, Inc. | 501,083 | $11,017 |
| EVOLUTION WEALTH MANAGEMENT INC. | 16,074 | $353 |
| RAYMOND JAMES FINANCIAL INC | 15,573 | $342 |
| BlueChip Wealth Advisors LLC | 15,191 | $334 |
| STIFEL FINANCIAL CORP | 11,864 | $261 |
| Atlantic Union Bankshares Corp | 8,158 | $179 |
| REAP Financial Group, LLC | 6,635 | $146 |
| AE Wealth Management LLC | 2,353 | $52 |
| OSAIC HOLDINGS, INC. | 237 | $5 |
| UBS Group AG | 182 | $4 |
| Total (11 institutions) | 2,053,193 | $45,066 |