Ticker: NUDV CUSIP: 67092P813 Class: ESG DIVIDEND ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Mason & Associates Inc | 16,591 | $495 |
| NATURAL INVESTMENTS, LLC | 14,410 | $0 |
| Montis Financial, LLC | 6,738 | $201 |
| Kestra Advisory Services, LLC | 5,800 | $173 |
| UBS Group AG | 29 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 169,996 | 176,244 | +6,248 (+3.7%) |
| CGC Financial Services, LLC | 195,114 | 198,987 | +3,873 (+2.0%) |
| eCIO, Inc. | 42,573 | 49,798 | +7,225 (+17.0%) |
| Tower Research Capital LLC (TRC) | 2,619 | 17,927 | +15,308 (+584.5%) |
| Diversified Enterprises, LLC | 32,562 | 33,045 | +483 (+1.5%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,585 | 18,030 | +2,445 (+15.7%) |
| OSAIC HOLDINGS, INC. | 896 | 1,399 | +503 (+56.1%) |
| Aptus Capital Advisors, LLC | 463 | 563 | +100 (+21.6%) |
| Cambridge Investment Research Advisors, Inc. | 81,646 | 99,226 | +17,580 (+21.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GoalVest Advisory LLC | 9,741 | 1,898 | -7,843 (-80.5%) |
| True Link Financial Advisors, LLC | 13,606 | 11,906 | -1,700 (-12.5%) |
| Addison Advisors LLC | 1,330 | 1,305 | -25 (-1.9%) |
| MORGAN STANLEY | 2 | 1 | -1 (-50.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| RMG Wealth Management LLC | 9,761 | $285 |
| CITADEL ADVISORS LLC | 37,093 | $1,080 |