Ticker: COWZ CUSIP: 69374H881 Class: US CASH COWS 100
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Davis Investment Partners, LLC | 37,910 | $2,291 |
| Broadleaf Partners, LLC | 53,524 | $3,221 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 559,720 | $33,678 |
| Financial Services Advisory Inc | 11,425 | $687 |
| Silver Grove Financial Group, Inc. | 4,350 | $262 |
| Wellspring Financial Advisors, LLC | 21,261 | $1,282 |
| Madison Wealth Partners, Inc | 10,036 | $604 |
| Ruggaard & Associates LLC | 3,470 | $209 |
| YANKCOM Partnership | 2,993 | $180 |
| Beacon Bridge Wealth Partners, LLC | 3,530 | $212 |
| SIERRA SUMMIT ADVISORS LLC | 6,485 | $390 |
| Carrera Capital Advisors | 5,569 | $339 |
| Cypress Capital Group | 8,000 | $481 |
| Ameritas Investment Partners, Inc. | 24,195 | $1,456 |
| Golden State Equity Partners | 5,476 | $329 |
| Lavaca Capital LLC | 4,936 | $297 |
| Advyzon Investment Management, LLC | 4,953 | $298 |
| FIDUCIARY FINANCIAL GROUP, LLC | 4,053 | $244 |
| Institute for Wealth Management, LLC. | 4,567 | $275 |
| WCG Wealth Advisors LLC | 10,335 | $622 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| American Alpha Advisors, LLC | 30,288 | 88,718 | +58,430 (+192.9%) |
| Endowment Wealth Management, Inc. | 75,995 | 128,893 | +52,898 (+69.6%) |
| Inlight Wealth Management, LLC | 203,999 | 257,643 | +53,644 (+26.3%) |
| Accordant Advisory Group Inc | 163,640 | 178,789 | +15,149 (+9.3%) |
| Financial Security Advisor, Inc. | 189,228 | 249,648 | +60,420 (+31.9%) |
| Copley Financial Group, Inc. | 188,794 | 206,366 | +17,572 (+9.3%) |
| Cyr Financial Inc. | 223,003 | 240,096 | +17,093 (+7.7%) |
| GEN Financial Management, INC. | 199,182 | 202,860 | +3,678 (+1.8%) |
| Aprio Wealth Management, LLC | 668,311 | 704,058 | +35,747 (+5.3%) |
| Mainsail Financial Group, LLC | 148,951 | 160,926 | +11,975 (+8.0%) |
| Atlas Wealth LLC | 85,045 | 117,569 | +32,524 (+38.2%) |
| Drucker Wealth 3.0, LLC | 338,631 | 359,196 | +20,565 (+6.1%) |
| PTM WEALTH MANAGEMENT, LLC | 154,688 | 159,574 | +4,886 (+3.2%) |
| SFMG, LLC | 923,914 | 950,367 | +26,453 (+2.9%) |
| Ted Buchan & Co | 138,830 | 144,845 | +6,015 (+4.3%) |
| Post Resch Tallon Group Inc. | 57,329 | 60,004 | +2,675 (+4.7%) |
| Wiser Wealth Management, Inc | 369,827 | 376,069 | +6,242 (+1.7%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 108,678 | 111,507 | +2,829 (+2.6%) |
| MATAURO, LLC | 365,600 | 373,245 | +7,645 (+2.1%) |
| BCS Wealth Management | 73,493 | 154,092 | +80,599 (+109.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Oxford Wealth Group, LLC | 454,954 | 125,341 | -329,613 (-72.4%) |
| CMC Financial Group | 138,497 | 83,395 | -55,102 (-39.8%) |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 120,661 | 20,139 | -100,522 (-83.3%) |
| INSTRUMENTAL WEALTH, LLC | 122,128 | 3,627 | -118,501 (-97.0%) |
| PRUDENT INVESTORS NETWORK, INC. | 299,061 | 21,522 | -277,539 (-92.8%) |
| Spectrum Strategic Capital Management, LLC | 100,244 | 3,352 | -96,892 (-96.7%) |
| Echo Wealth Management, LLC | 130,785 | 49,469 | -81,316 (-62.2%) |
| Sanchez Wealth Management Group | 394,609 | 198,676 | -195,933 (-49.7%) |
| GERBER, LLC | 142,109 | 78,317 | -63,792 (-44.9%) |
| Ballast, Inc. | 330,811 | 200,343 | -130,468 (-39.4%) |
| Tactive Advisors, LLC | 153,951 | 16,348 | -137,603 (-89.4%) |
| TABLEAUX LLC | 179,740 | 78,069 | -101,671 (-56.6%) |
| Sylvest Advisors, LLC | 267,852 | 219,078 | -48,774 (-18.2%) |
| Altus Wealth Group LLC | 286,393 | 246,356 | -40,037 (-14.0%) |
| CATHY PARETO & ASSOCIATES, INC | 123,923 | 103,956 | -19,967 (-16.1%) |
| Wealth Group Ltd | 370,167 | 314,125 | -56,042 (-15.1%) |
| Stegent Equity Advisors, Inc. | 40,204 | 5,127 | -35,077 (-87.2%) |
| Smart Portfolios, LLC | 46,239 | 29,880 | -16,359 (-35.4%) |
| National Wealth Management Group, LLC | 85,685 | 32,620 | -53,065 (-61.9%) |
| HBW ADVISORY SERVICES LLC | 399,086 | 314,595 | -84,491 (-21.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 242,741 | $13,950 |
| Future Financial Wealth Managment LLC | 76,890 | $4,419 |
| QP WEALTH MANAGEMENT, LLC | 18,124 | $896 |
| FORTEM FINANCIAL GROUP, LLC | 56,511 | $3,248 |
| Requisite Capital Management, LLC | 68,917 | $3,961 |
| Bright Futures Wealth Management, LLC. | 16,183 | $930 |
| Wealth Management Partners, LLC | 18,896 | $1,086 |
| WEST BANCORPORATION INC | 5,355 | $308 |
| FORTRESS PRIVATE LEDGER, LLC | 6,826 | $392 |
| Summit Wealth Partners, LLC | 10,363 | $596 |
| OBSIDIAN CIO, LLC | 8,670 | $498 |
| Rollins Financial Advisors, LLC | 8,528 | $490 |
| Independent Wealth Network Inc. | 4,275 | $246 |
| Ferguson Shapiro LLC | 3,644 | $209 |
| Global Assets Advisory, LLC | 3,788 | $218 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 6,895 | $396 |
| Essex Savings Bank | 4,630 | $266 |
| MILESTONE ASSET MANAGEMENT, LLC | 5,075 | $292 |
| Legacy Financial Strategies, LLC | 5,260 | $302 |
| Astoria Portfolio Advisors LLC. | 3,507 | $201 |