Ticker: CSHI CUSIP: 78433H501 Class: NEOS ENH INC 1-3
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| RiverTree Advisors, LLC | 34,901 | $1,736 |
| Capital Investment Advisory Services, LLC | 135,215 | $6,724 |
| Arkadios Wealth Advisors | 343,450 | $17,080 |
| New England Private Wealth Advisors LLC | 55,931 | $2,781 |
| Mason & Associates Inc | 35,430 | $1,762 |
| VERUS CAPITAL PARTNERS, LLC | 63,863 | $3,176 |
| High Net Worth Advisory Group LLC | 12,500 | $622 |
| INSIGNEO ADVISORY SERVICES, LLC | 21,575 | $1,073 |
| Golden Reserve Retirement LLC | 5,735 | $285 |
| Redhawk Wealth Advisors, Inc. | 9,248 | $460 |
| Apollon Wealth Management, LLC | 32,495 | $1,616 |
| Brinker Capital Investments, LLC | 33,994 | $1,691 |
| FLAGSHIP HARBOR ADVISORS, LLC | 7,626 | $379 |
| Prospera Financial Services Inc | 17,058 | $848 |
| Triumph Capital Management | 1,000 | $50 |
| Pure Financial Advisors, LLC | 7,690 | $382 |
| MGO ONE SEVEN LLC | 4,747 | $236 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,291 | $263 |
| Jackson Hole Capital Partners, LLC | 638 | $32 |
| Mariner, LLC | 10,132 | $504 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MADDEN SECURITIES Corp | 112,365 | 256,030 | +143,665 (+127.9%) |
| FSA Advisors, Inc. | 88,716 | 110,263 | +21,547 (+24.3%) |
| Grantvest Financial Group LLC | 169,521 | 175,792 | +6,271 (+3.7%) |
| Precision Wealth Strategies, LLC | 106,267 | 125,846 | +19,579 (+18.4%) |
| Gainplan LLC | 179,852 | 183,817 | +3,965 (+2.2%) |
| Bright Futures Wealth Management, LLC. | 67,852 | 72,078 | +4,226 (+6.2%) |
| Able Wealth Management LLC | 114,208 | 129,245 | +15,037 (+13.2%) |
| Owen LaRue, LLC | 38,527 | 66,309 | +27,782 (+72.1%) |
| Claro Advisors Inc. | 31,573 | 87,000 | +55,427 (+175.6%) |
| RPS ADVISORY SOLUTIONS LLC | 13,019 | 19,697 | +6,678 (+51.3%) |
| Cherry Creek Investment Advisors, Inc. | 7,625 | 15,467 | +7,842 (+102.8%) |
| Comprehensive Money Management Services LLC | 6,935 | 11,510 | +4,575 (+66.0%) |
| Gladstone Institutional Advisory LLC | 48,027 | 86,000 | +37,973 (+79.1%) |
| Inspire Advisors, LLC | 40,444 | 50,012 | +9,568 (+23.7%) |
| WT Wealth Management | 40,501 | 41,768 | +1,267 (+3.1%) |
| Heck Capital Advisors, LLC | 15,387 | 24,100 | +8,713 (+56.6%) |
| Gradient Investments LLC | 462,498 | 481,518 | +19,020 (+4.1%) |
| Retirement Planning Group, LLC | 237,942 | 244,960 | +7,018 (+2.9%) |
| Farther Finance Advisors, LLC | 8,553 | 39,997 | +31,444 (+367.6%) |
| PMV Capital Advisers, LLC | 5,752 | 5,912 | +160 (+2.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Global View Capital Management LLC | 64,803 | 40,616 | -24,187 (-37.3%) |
| Cannon Advisors, Inc. | 22,332 | 17,525 | -4,807 (-21.5%) |
| A4 Wealth Advisors LLC | 6,657 | 4,037 | -2,620 (-39.4%) |
| Latitude Advisors, LLC | 23,124 | 21,173 | -1,951 (-8.4%) |
| Camarda Financial Advisors, LLC | 28,586 | 27,544 | -1,042 (-3.6%) |
| Wealthcare Advisory Partners LLC | 69,348 | 54,993 | -14,355 (-20.7%) |
| Madison Wealth Partners, Inc | 13,477 | 11,931 | -1,546 (-11.5%) |
| Savvy Advisors, Inc. | 13,777 | 6,889 | -6,888 (-50.0%) |
| Essex Financial Services, Inc. | 10,935 | 7,125 | -3,810 (-34.8%) |
| Brown Financial Advisors | 17,917 | 17,498 | -419 (-2.3%) |
| Compound Planning, Inc. | 159,418 | 157,316 | -2,102 (-1.3%) |
| Summit Financial, LLC | 139,916 | 136,156 | -3,760 (-2.7%) |
| MERCER GLOBAL ADVISORS INC /ADV | 56,625 | 37,417 | -19,208 (-33.9%) |
| OLD MISSION CAPITAL LLC | 10,663 | 8,089 | -2,574 (-24.1%) |
| STIFEL FINANCIAL CORP | 71,889 | 62,062 | -9,827 (-13.7%) |
| OSAIC HOLDINGS, INC. | 27,706 | 19,248 | -8,458 (-30.5%) |
| Krilogy Financial LLC | 6,709 | 5,467 | -1,242 (-18.5%) |
| CITADEL ADVISORS LLC | 12,748 | 7,065 | -5,683 (-44.6%) |
| HighTower Advisors, LLC | 42,571 | 38,357 | -4,214 (-9.9%) |
| Empire Financial Management Company, LLC | 13,079 | 12,923 | -156 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 9,709 | $483 |
| Secure Asset Management, LLC | 6,125 | $304 |
| SILVER OAK SECURITIES, INCORPORATED | 9,436 | $469 |
| United Capital Management of KS, Inc. | 5,058 | $251 |
| Equitable Holdings, Inc. | 10,431 | $519 |