Ticker: MUNI CUSIP: 72201R866 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fortitude Financial, LLC | 31,314 | $1,641 |
| LifeGoal Investments, LLC | 19,491 | $1,720 |
| True North Advisors, LLC | 120,549 | $6,318 |
| Wayfinding Financial, LLC | 45,655 | $2 |
| Flagship Private Wealth, LLC | 26,078 | $1,367 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 10,458 | $548 |
| Dakota Wealth Management | 160,959 | $8,436 |
| Seneca House Advisors | 9,800 | $514 |
| Legacy Private Trust Co. | 46,725 | $2,449 |
| Hershey Financial Advisers, LLC | 4,104 | $215 |
| Gilman Hill Asset Management, LLC | 16,031 | $840 |
| MBE Wealth Management, LLC | 6,448 | $338 |
| Buck Wealth Strategies, LLC | 16,950 | $888 |
| Vantage Point Financial LLC | 5,671 | $297 |
| NOVEM GROUP | 14,724 | $772 |
| Advyzon Investment Management, LLC | 9,693 | $508 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,768 | $93 |
| Tower Research Capital LLC (TRC) | 38,241 | $2,004 |
| MONTAG A & ASSOCIATES INC | 12,025 | $632 |
| SITTNER & NELSON, LLC | 2,000 | $106 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SAXON INTERESTS, INC. | 22,469 | 117,829 | +95,360 (+424.4%) |
| Avant Financial Advisors LLC | 103,264 | 121,730 | +18,466 (+17.9%) |
| Taylor & Morgan Wealth Management, LLC | 5,739 | 56,332 | +50,593 (+881.6%) |
| Benchmark Financial Wealth Advisors, LLC | 72,237 | 139,075 | +66,838 (+92.5%) |
| XY Planning Network, Inc. | 143,504 | 187,252 | +43,748 (+30.5%) |
| McNamara Financial Services, Inc. | 5,536 | 135,973 | +130,437 (+2356.2%) |
| WCG Wealth Advisors LLC | 253,170 | 864,545 | +611,375 (+241.5%) |
| Crestmont Private Wealth LLC | 184,032 | 192,937 | +8,905 (+4.8%) |
| Elyxium Wealth, LLC | 60,864 | 103,027 | +42,163 (+69.3%) |
| Stonebridge Financial Group, LLC | 548,239 | 579,532 | +31,293 (+5.7%) |
| Equita Financial Network, Inc. | 128,184 | 143,595 | +15,411 (+12.0%) |
| GENESIS PRIVATE WEALTH, LLC | 106,011 | 115,242 | +9,231 (+8.7%) |
| BCS Wealth Management | 88,126 | 177,958 | +89,832 (+101.9%) |
| Flagstone Financial Management | 98,474 | 115,713 | +17,239 (+17.5%) |
| Clarity Wealth Development LLC | 33,879 | 38,493 | +4,614 (+13.6%) |
| Centennial Bank/AR/ | 2,098 | 25,688 | +23,590 (+1124.4%) |
| Paladin Advisory Group, LLC | 45,773 | 48,936 | +3,163 (+6.9%) |
| MBL Wealth, LLC | 442,115 | 455,593 | +13,478 (+3.0%) |
| CERTIOR FINANCIAL GROUP, LLC | 40,917 | 44,574 | +3,657 (+8.9%) |
| Newman Dignan & Sheerar, Inc. | 108,175 | 118,574 | +10,399 (+9.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PACES FERRY WEALTH ADVISORS, LLC | 128,341 | 114,350 | -13,991 (-10.9%) |
| Shotwell Rutter Baer Inc | 167,307 | 162,700 | -4,607 (-2.8%) |
| Econ Financial Services Corp | 51,152 | 30,701 | -20,451 (-40.0%) |
| Morton Brown Family Wealth, LLC | 177,723 | 170,176 | -7,547 (-4.2%) |
| Goodwin Investment Advisory | 24,812 | 20,231 | -4,581 (-18.5%) |
| Cedar Point Capital Partners, LLC | 46,689 | 41,735 | -4,954 (-10.6%) |
| ENTREWEALTH, LLC | 53,709 | 50,732 | -2,977 (-5.5%) |
| Rehmann Capital Advisory Group | 236,798 | 149,002 | -87,796 (-37.1%) |
| Williams & Novak, LLC | 24,450 | 21,615 | -2,835 (-11.6%) |
| Dynasty Wealth Management, LLC | 737,363 | 627,479 | -109,884 (-14.9%) |
| W.H. Cornerstone Investments Inc. | 21,282 | 19,326 | -1,956 (-9.2%) |
| Elequin Capital, LP | 43,725 | 15,484 | -28,241 (-64.6%) |
| SAGESPRING WEALTH PARTNERS, LLC | 347,384 | 298,005 | -49,379 (-14.2%) |
| UNIQUE WEALTH, LLC | 48,947 | 40,858 | -8,089 (-16.5%) |
| Cyndeo Wealth Partners, LLC | 32,687 | 5,435 | -27,252 (-83.4%) |
| Astoria Portfolio Advisors LLC. | 15,031 | 10,280 | -4,751 (-31.6%) |
| Avantax Planning Partners, Inc. | 247,831 | 228,113 | -19,718 (-8.0%) |
| Paulson Wealth Management Inc. | 65,590 | 63,995 | -1,595 (-2.4%) |
| Vestmark Advisory Solutions, Inc. | 79,429 | 36,281 | -43,148 (-54.3%) |
| Midwest Financial Group LLC | 19,257 | 17,967 | -1,290 (-6.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PUREfi Wealth, LLC | 12,171 | $636 |
| Sunesis Advisors, LLC | 6,638 | $347 |
| DENVER WEALTH MANAGEMENT, INC. | 7,600 | $397 |
| Redhawk Wealth Advisors, Inc. | 16,835 | $880 |
| OLD MISSION CAPITAL LLC | 72,473 | $3,789 |
| Golden State Equity Partners | 8,576 | $448 |
| Legacy Capital Wealth Partners, LLC | 4,094 | $214 |
| B. Riley Wealth Advisors, Inc. | 9,200 | $481 |
| Crossmark Global Holdings, Inc. | 23,647 | $1,236 |
| Buckingham Strategic Partners | 27,937 | $1,461 |
| Premier Financial Group | 1,800 | $94 |
| Beaumont Financial Advisors, LLC | 5,435 | $284 |
| Heartwood Wealth Advisors LLC | 3,032 | $159 |
| Strategic Blueprint, LLC | 3,900 | $204 |
| Ameritas Advisory Services, LLC | 3,534 | $185 |
| Wealthcare Advisory Partners LLC | 6,358 | $332 |
| TruNorth Capital Management, LLC | 1,000 | $52 |
| PRINCIPAL SECURITIES, INC. | 2,747 | $144 |
| Goodman Advisory Group, LLC | 312 | $16 |
| NATIXIS ADVISORS, L.P. | 25,622 | $1 |