Ticker: ESN CUSIP: 664925708 Class: ESSENTIAL 40 STO
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sanctuary Advisors, LLC | 3,302,710 | $56,679 |
| Legacy Financial Group LLC | 1,891,621 | $34,382 |
| BREAKTHRU ADVISORY SERVICES, LLC | 1,273,016 | $21,847 |
| UBS Group AG | 879,695 | $15,096 |
| RAYMOND JAMES FINANCIAL INC | 743,509 | $12,760 |
| HARBOUR INVESTMENTS, INC. | 620,151 | $10,643 |
| KKM Financial LLC | 592,732 | $10,172 |
| Atria Investments, Inc | 485,069 | $8,324 |
| Cambridge Investment Research Advisors, Inc. | 194,983 | $3 |
| Rockefeller Capital Management L.P. | 191,993 | $3,295 |
| Bank of New York Mellon Corp | 127,928 | $2,195 |
| LPL Financial LLC | 112,773 | $1,935 |
| GTS SECURITIES LLC | 69,011 | $1,184 |
| Quantum Private Wealth, LLC | 59,000 | $1,013 |
| Equitable Holdings, Inc. | 47,748 | $819 |
| Janney Montgomery Scott LLC | 37,643 | $1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 31,617 | $543 |
| Allworth Financial LP | 27,568 | $473 |
| CWM, LLC | 23,565 | $0 |
| Bruce G. Allen Investments, LLC | 411 | $7 |
| HUNTINGTON NATIONAL BANK | 280 | $5 |
| Total (21 institutions) | 10,713,023 | $181,376 |