Ticker: PULS CUSIP: 69344A107 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Leelyn Smith, LLC | 294,086 | $14,584 |
| 4WEALTH ADVISORS, INC. | 39,302 | $1,949 |
| PACIFIC FINANCIAL GROUP INC | 49,241 | $2,453 |
| Petros Family Wealth, LLC | 25,531 | $1,266 |
| INTEGRITY ALLIANCE, LLC. | 246,684 | $12,233 |
| INTREPID FAMILY OFFICE LLC | 12,500 | $620 |
| KINTRA WEALTH, LLC | 35,242 | $1,748 |
| VERUS CAPITAL PARTNERS, LLC | 92,778 | $4,601 |
| Tower Research Capital LLC (TRC) | 89,439 | $4,435 |
| PKS Advisory Services, LLC | 12,650 | $627 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 267,374 | $13,259 |
| MidAtlantic Capital Management, Inc. | 3,663 | $182 |
| EHRLICH FINANCIAL GROUP | 4,100 | $203 |
| HARMONY ASSET MANAGEMENT LLC | 6,245 | $310 |
| Sovran Advisors, LLC | 21,157 | $1,051 |
| Kathmere Capital Management, LLC | 24,066 | $1,193 |
| Lineweaver Wealth Advisors, LLC | 5,661 | $281 |
| B. Riley Wealth Advisors, Inc. | 14,533 | $721 |
| Lido Advisors, LLC | 94,871 | $4,705 |
| 1900 WEALTH MANAGEMENT LLC | 6,042 | $300 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Bulwark Capital Corp | 68,899 | 157,369 | +88,470 (+128.4%) |
| Seed Wealth Management, Inc. | 25,209 | 100,114 | +74,905 (+297.1%) |
| IRON Financial LLC | 38,622 | 111,748 | +73,126 (+189.3%) |
| Kensington Asset Management, LLC | 1,162,387 | 1,588,148 | +425,761 (+36.6%) |
| Embree Financial Group | 238,875 | 442,084 | +203,209 (+85.1%) |
| TABR Capital Management, LLC | 90,806 | 119,927 | +29,121 (+32.1%) |
| WPG Advisers, LLC | 14,200 | 55,615 | +41,415 (+291.7%) |
| MBM Wealth Consultants, LLC | 416,334 | 478,313 | +61,979 (+14.9%) |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 224,313 | 242,701 | +18,388 (+8.2%) |
| BYRNE FINANCIAL FREEDOM, LLC | 62,625 | 104,725 | +42,100 (+67.2%) |
| Pine Harbor Wealth Management, LLC | 580,254 | 623,468 | +43,214 (+7.4%) |
| Good Steward Wealth Advisors,LLC | 255,133 | 271,950 | +16,817 (+6.6%) |
| Lakeshore Financial Planning, Inc. | 732,162 | 757,336 | +25,174 (+3.4%) |
| Shore Point Advisors, LLC | 10,075 | 63,710 | +53,635 (+532.4%) |
| 1 NORTH WEALTH SERVICES LLC | 249,285 | 260,032 | +10,747 (+4.3%) |
| BOS Asset Management, LLC | 83,122 | 132,080 | +48,958 (+58.9%) |
| Hedeker Wealth, LLC | 72,120 | 138,104 | +65,984 (+91.5%) |
| Disciplina Capital Management LLC | 241,935 | 322,173 | +80,238 (+33.2%) |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 5,744 | 118,472 | +112,728 (+1962.5%) |
| Global View Capital Management LLC | 44,444 | 126,558 | +82,114 (+184.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Crane Advisory, LLC | 1,999,630 | 1,532,303 | -467,327 (-23.4%) |
| Live Oak Investment Partners | 333,489 | 230,593 | -102,896 (-30.9%) |
| Navis Wealth Advisors, LLC | 152,037 | 96,791 | -55,246 (-36.3%) |
| Cravens & Co Advisors, LLC | 150,697 | 75,598 | -75,099 (-49.8%) |
| McCarthy & Cox | 40,109 | 6,859 | -33,250 (-82.9%) |
| Crewe Advisors LLC | 939,484 | 760,896 | -178,588 (-19.0%) |
| MILESTONE ASSET MANAGEMENT, LLC | 517,717 | 444,913 | -72,804 (-14.1%) |
| WESPAC Advisors, LLC | 89,336 | 64,866 | -24,470 (-27.4%) |
| Worth Asset Management, LLC | 75,030 | 12,627 | -62,403 (-83.2%) |
| M Wealth Management, LLC | 329,202 | 319,227 | -9,975 (-3.0%) |
| Main Street Group, LTD | 691,820 | 680,892 | -10,928 (-1.6%) |
| Congress Park Capital LLC | 138,262 | 88,949 | -49,313 (-35.7%) |
| Inscription Capital, LLC | 363,451 | 245,225 | -118,226 (-32.5%) |
| SUMMIT WEALTH GROUP LLC / CO | 212,370 | 20,639 | -191,731 (-90.3%) |
| Marshall Financial Group LLC | 143,600 | 60,099 | -83,501 (-58.1%) |
| AMJ Financial Wealth Management | 527,471 | 514,011 | -13,460 (-2.6%) |
| CORRECT CAPITAL WEALTH MANAGEMENT | 266,492 | 218,214 | -48,278 (-18.1%) |
| Smallwood Wealth Investment Management, LLC | 103,141 | 93,354 | -9,787 (-9.5%) |
| IRONWOOD WEALTH MANAGEMENT, INC. | 424,169 | 418,892 | -5,277 (-1.2%) |
| Curran Financial Partners, LLC | 240,682 | 222,153 | -18,529 (-7.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Northwest Financial Advisors | 12,304 | $613 |
| ADAPT WEALTH ADVISORS, LLC | 6,942 | $346 |
| SAXON INTERESTS, INC. | 4,650 | $232 |
| Prosperity Financial Group, Inc. | 4,612 | $230 |
| WBI INVESTMENTS, INC. | 4,541 | $226 |
| Wescott Financial Advisory Group, LLC | 6,625 | $330 |
| Traynor Capital Management, Inc. | 9,043 | $451 |
| Waldron Private Wealth LLC | 5,043 | $251 |
| Financial Management Professionals, Inc. | 2,275 | $113 |
| Kovitz Investment Group Partners, LLC | 16,012 | $798 |
| JANE STREET GROUP, LLC | 86,871 | $4,329 |
| Rossby Financial, LCC | 625 | $31 |
| CAPTRUST FINANCIAL ADVISORS | 16,612 | $828 |
| GOLDMAN SACHS GROUP INC | 26,280 | $1,310 |
| AE Wealth Management LLC | 4,225 | $211 |
| NATIONAL BANK OF CANADA /FI/ | 2,015 | $100 |
| Gleason Group, Inc. | 128 | $6 |
| BROWN BROTHERS HARRIMAN & CO | 100 | $5 |
| MATHER GROUP, LLC. | 69 | $3 |
| FLAGSHIP WEALTH ADVISORS, LLC | 31 | $2 |