Ticker: BUYW CUSIP: 66538H179 Class: MAIN BUYWRITE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sonoma Allocations LLC | 76,886 | $1,103 |
| Astoria Portfolio Advisors LLC. | 72,944 | $1,037 |
| VisionPoint Advisory Group, LLC | 17,966 | $257 |
| Ashton Thomas Private Wealth, LLC | 102,369 | $1,466 |
| FLORIDA FINANCIAL ADVISORS, LLC | 11,256 | $161 |
| Oak Harvest Investment Services | 13,383 | $192 |
| OLD MISSION CAPITAL LLC | 33,886 | $485 |
| Fortis Group Advisors, LLC | 74 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Virtue Capital Management, LLC | 86 | 1,240,039 | +1,239,953 (+1441805.8%) |
| Encompass More Asset Management | 1,577,000 | 2,418,219 | +841,219 (+53.3%) |
| San Luis Wealth Advisors LLC | 421,293 | 789,794 | +368,501 (+87.5%) |
| Main Management LLC | 7,632,798 | 8,036,358 | +403,560 (+5.3%) |
| Brinker Capital Investments, LLC | 19,021,747 | 21,709,890 | +2,688,143 (+14.1%) |
| Copley Financial Group, Inc. | 200,067 | 222,894 | +22,827 (+11.4%) |
| Echo45 Advisors LLC | 305,097 | 310,407 | +5,310 (+1.7%) |
| Silver Grove Financial Group, Inc. | 66,442 | 75,803 | +9,361 (+14.1%) |
| GWN SECURITIES INC. | 212,066 | 243,877 | +31,811 (+15.0%) |
| POTOMAC FUND MANAGEMENT INC /ADV | 549,923 | 703,090 | +153,167 (+27.9%) |
| Tactive Advisors, LLC | 191,794 | 203,290 | +11,496 (+6.0%) |
| Madrona Financial Services, LLC | 323,729 | 328,498 | +4,769 (+1.5%) |
| SILVER OAK SECURITIES, INCORPORATED | 72,587 | 116,078 | +43,491 (+59.9%) |
| LPL Financial LLC | 10,837,170 | 14,725,588 | +3,888,418 (+35.9%) |
| Foundations Investment Advisors, LLC | 126,317 | 241,115 | +114,798 (+90.9%) |
| OSAIC HOLDINGS, INC. | 7,138,609 | 7,510,759 | +372,150 (+5.2%) |
| Pine Valley Investments Ltd Liability Co | 126,384 | 148,883 | +22,499 (+17.8%) |
| United Advisor Group, LLC | 52,436 | 59,480 | +7,044 (+13.4%) |
| Global Retirement Partners, LLC | 132,273 | 167,572 | +35,299 (+26.7%) |
| Dynamic Advisor Solutions LLC | 114,048 | 130,234 | +16,186 (+14.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PARTNERS WEALTH MANAGEMENT, LLC | 33,035 | 13,827 | -19,208 (-58.1%) |
| COLUMBIA ADVISORY PARTNERS LLC | 15,980 | 13,683 | -2,297 (-14.4%) |
| INTEGRITY ALLIANCE, LLC. | 167,986 | 154,385 | -13,601 (-8.1%) |
| MONEY CONCEPTS CAPITAL CORP | 28,643 | 24,293 | -4,350 (-15.2%) |
| UBS Group AG | 4,389 | 1,244 | -3,145 (-71.7%) |
| AE Wealth Management LLC | 12,043 | 9,958 | -2,085 (-17.3%) |
| EverSource Wealth Advisors, LLC | 455 | 445 | -10 (-2.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Tripletail Wealth Management, LLC | 3,253 | $46 |
| Atria Investments, Inc | 150,186 | $2,134 |
| Mach-1 Financial Group, LLC | 10,702 | $152 |
| GPS Wealth Strategies Group, LLC | 3,107 | $44 |
| GOLDMAN SACHS GROUP INC | 14,581 | $207 |
| Advisory Services Network, LLC | 1,753 | $25 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 454 | $6 |
| MORGAN STANLEY | 116 | $2 |
| PRINCIPAL SECURITIES, INC. | 106 | $2 |