Ticker: BUL CUSIP: 69374H667 Class: US CHS CWS GWT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Oxbow Advisors, LLC | 24,468 | $1,348 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6,483 | $0 |
| GOLDMAN SACHS GROUP INC | 38,605 | $2,127 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,256 | $785 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,931 | $339 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 764 | $42 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 206 | $11 |
| FLAGSHIP HARBOR ADVISORS, LLC | 136 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WBI INVESTMENTS, INC. | 16,136 | 20,249 | +4,113 (+25.5%) |
| DAVENPORT & Co LLC | 35,366 | 48,400 | +13,034 (+36.9%) |
| RAYMOND JAMES FINANCIAL INC | 56,257 | 117,554 | +61,297 (+109.0%) |
| LPL Financial LLC | 204,713 | 238,155 | +33,442 (+16.3%) |
| Kestra Advisory Services, LLC | 13,858 | 22,421 | +8,563 (+61.8%) |
| HARBOUR INVESTMENTS, INC. | 17,589 | 20,345 | +2,756 (+15.7%) |
| MML INVESTORS SERVICES, LLC | 61,042 | 67,847 | +6,805 (+11.1%) |
| HighTower Advisors, LLC | 17,928 | 23,191 | +5,263 (+29.4%) |
| Gladstone Institutional Advisory LLC | 6,250 | 6,984 | +734 (+11.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 112,283 | 113,496 | +1,213 (+1.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,550 | 6,855 | +1,305 (+23.5%) |
| ROYAL BANK OF CANADA | 499 | 742 | +243 (+48.7%) |
| Steward Partners Investment Advisory, LLC | 351 | 445 | +94 (+26.8%) |
| FMR LLC | 385 | 419 | +34 (+8.8%) |
| Cambridge Investment Research Advisors, Inc. | 37,016 | 40,825 | +3,809 (+10.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Modern Wealth Management, LLC | 126,683 | 106,370 | -20,313 (-16.0%) |
| Pacer Advisors, Inc. | 330,911 | 310,299 | -20,612 (-6.2%) |
| PFG Advisors | 5,225 | 4,298 | -927 (-17.7%) |
| Cetera Investment Advisers | 30,436 | 28,512 | -1,924 (-6.3%) |
| OSAIC HOLDINGS, INC. | 28,211 | 26,414 | -1,797 (-6.4%) |
| CreativeOne Wealth, LLC | 4,476 | 3,724 | -752 (-16.8%) |
| Savvy Advisors, Inc. | 7,447 | 7,085 | -362 (-4.9%) |
| BlackRock, Inc. | 2,270 | 1,559 | -711 (-31.3%) |
| Rockefeller Capital Management L.P. | 2,722 | 2,642 | -80 (-2.9%) |
| Russell Investments Group, Ltd. | 293 | 251 | -42 (-14.3%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 163 | 153 | -10 (-6.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Smart Portfolios, LLC | 13,786 | $721 |
| Wealthcare Advisory Partners LLC | 9,133 | $478 |
| IHT Wealth Management, LLC | 5,989 | $313 |
| TWO SIGMA INVESTMENTS, LP | 8,800 | $461 |
| UBS Group AG | 6,834 | $358 |
| Advisory Services Network, LLC | 58 | $3 |