Ticker: MINO CUSIP: 72201R635 Class: MUNI INCOME OPP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Wayfinding Financial, LLC | 41,399 | $2 |
| Freedom Investment Management, Inc. | 28,646 | $1,298 |
| Clear Point Advisors Inc. | 7,778 | $353 |
| Advisor Resource Council | 9,415 | $429 |
| Lionshead Wealth Management, LLC | 5,731 | $261 |
| TrueWealth Advisors, LLC | 11,430 | $518 |
| Westwood Wealth Management | 5,731 | $261 |
| Emergent Wealth Advisors, LLC | 5,126 | $232 |
| EVOLUTION WEALTH MANAGEMENT INC. | 3,201 | $145 |
| Golden State Equity Partners | 11,716 | $531 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 6,422 | $291 |
| Delta Investment Management, LLC | 8,194 | $371 |
| Dakota Wealth Management | 52,063 | $2,359 |
| Focus Partners Wealth | 289,744 | $13,131 |
| Advyzon Investment Management, LLC | 5,401 | $245 |
| RFG Advisory, LLC | 20,865 | $946 |
| Camelot Portfolios, LLC | 1,000 | $45 |
| Gladstone Institutional Advisory LLC | 4,803 | $218 |
| Perigon Wealth Management, LLC | 7,006 | $318 |
| Lavaca Capital LLC | 1,069 | $48 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cardinal Point Capital Management, ULC | 39,600 | 555,458 | +515,858 (+1302.7%) |
| SITTNER & NELSON, LLC | 36,723 | 105,239 | +68,516 (+186.6%) |
| CarsonAllaria Wealth Management, Ltd. | 139,497 | 154,057 | +14,560 (+10.4%) |
| Bridgewealth Advisory Group, LLC | 49,783 | 132,772 | +82,989 (+166.7%) |
| Sprinkle Financial Consultants LLC | 39,826 | 63,293 | +23,467 (+58.9%) |
| Clarity Asset Management, Inc. | 93,239 | 95,581 | +2,342 (+2.5%) |
| AssuredPartners Investment Advisors, LLC | 9,440 | 68,327 | +58,887 (+623.8%) |
| Park Capital Management, LLC / WI | 15,062 | 23,168 | +8,106 (+53.8%) |
| Trademark Financial Management, LLC | 13,542 | 23,443 | +9,901 (+73.1%) |
| BCS Wealth Management | 42,644 | 82,922 | +40,278 (+94.5%) |
| Laurel Wealth Planning LLC | 45,716 | 49,249 | +3,533 (+7.7%) |
| Tortoise Investment Management, LLC | 24,140 | 72,270 | +48,130 (+199.4%) |
| Paulson Wealth Management Inc. | 68,781 | 78,272 | +9,491 (+13.8%) |
| Integrity Wealth Solutions LLC | 32,299 | 38,497 | +6,198 (+19.2%) |
| Able Wealth Management LLC | 35,182 | 43,082 | +7,900 (+22.5%) |
| Arrowroot Family Office, LLC | 41,908 | 47,314 | +5,406 (+12.9%) |
| Sterling Investment Advisors, Ltd. | 20,100 | 37,015 | +16,915 (+84.2%) |
| High Net Worth Advisory Group LLC | 6,022 | 20,000 | +13,978 (+232.1%) |
| BAM Wealth Management, LLC | 14,244 | 16,764 | +2,520 (+17.7%) |
| Mayfair Advisory Group, LLC | 6,350 | 12,700 | +6,350 (+100.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Econ Financial Services Corp | 46,810 | 29,458 | -17,352 (-37.1%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 557,258 | 473,091 | -84,167 (-15.1%) |
| Mason & Associates, LLC | 46,230 | 42,296 | -3,934 (-8.5%) |
| Beckerman Institutional, LLC | 16,987 | 15,787 | -1,200 (-7.1%) |
| Private Advisor Group, LLC | 127,961 | 21,615 | -106,346 (-83.1%) |
| GPS Wealth Strategies Group, LLC | 5,993 | 1,851 | -4,142 (-69.1%) |
| StoneX Group Inc. | 8,909 | 4,437 | -4,472 (-50.2%) |
| ABLE Financial Group, LLC | 5,390 | 4,438 | -952 (-17.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 302,624 | 212,133 | -90,491 (-29.9%) |
| Premier Path Wealth Partners, LLC | 9,601 | 8,386 | -1,215 (-12.7%) |
| Kelman-Lazarov, Inc. | 17,567 | 16,697 | -870 (-5.0%) |
| Nautilus Advisors LLC | 5,305 | 5,123 | -182 (-3.4%) |
| Brinker Capital Investments, LLC | 22,563 | 16,455 | -6,108 (-27.1%) |
| WealthPlan Investment Management, LLC | 6,053 | 5,126 | -927 (-15.3%) |
| SouthState Corp | 1,842 | 1,140 | -702 (-38.1%) |
| Advisory Services Network, LLC | 7,294 | 7,183 | -111 (-1.5%) |
| IFP Advisors, Inc | 2,190 | 2,146 | -44 (-2.0%) |
| Cambridge Investment Research Advisors, Inc. | 69,571 | 66,230 | -3,341 (-4.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 32,299 | $1,463 |
| Hedeker Wealth, LLC | 37,269 | $1,689 |
| Kovitz Investment Group Partners, LLC | 281,260 | $12,744 |
| Beacon Financial Advisory LLC | 4,479 | $203 |
| Vestmark Advisory Solutions, Inc. | 26,242 | $1,189 |
| Cornerstone Advisory, LLC | 4,565 | $207 |
| Crossmark Global Holdings, Inc. | 6,133 | $277 |
| PRINCIPAL SECURITIES, INC. | 1,419 | $64 |