Ticker: TBUX CUSIP: 87283Q701 Class: ULTRA SHRT TRM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Investment Partners Asset Management, Inc. | 28,308 | $1,411 |
| FISCHER INVESTMENT STRATEGIES, LLC | 11,410 | $569 |
| WESPAC Advisors, LLC | 11,721 | $584 |
| Brookwood Investment Group LLC | 28,564 | $1,424 |
| Heritage Wealth Management, Inc. | 13,200 | $658 |
| Midwest Financial Group LLC | 6,363 | $317 |
| PLANNING DIRECTIONS INC | 4,330 | $216 |
| Family Investment Center, Inc. | 7,208 | $359 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,679 | $333 |
| Encompass More Asset Management | 4,246 | $212 |
| Lineweaver Wealth Advisors, LLC | 5,371 | $268 |
| CATALYST FINANCIAL PARTNERS LLC | 5,002 | $249 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,656 | $382 |
| NICOLET ADVISORY SERVICES, LLC | 5,718 | $285 |
| INTEGRITY ALLIANCE, LLC. | 6,624 | $330 |
| STEPHENS INC /AR/ | 13,250 | $661 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5,343 | $266 |
| Kingsview Wealth Management, LLC | 6,911 | $344 |
| Sanctuary Advisors, LLC | 4,205 | $210 |
| Steward Partners Investment Advisory, LLC | 3,614 | $180 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 1,304,063 | 2,650,978 | +1,346,915 (+103.3%) |
| Harfst & Associates, Inc. | 58,474 | 188,219 | +129,745 (+221.9%) |
| MidAtlantic Capital Management, Inc. | 32,946 | 51,930 | +18,984 (+57.6%) |
| Walker Financial Services, Inc. | 105,336 | 122,408 | +17,072 (+16.2%) |
| 4J Wealth Management LLC | 27,917 | 33,577 | +5,660 (+20.3%) |
| Carson Advisory Inc. | 13,456 | 22,185 | +8,729 (+64.9%) |
| Atlas Wealth LLC | 20,004 | 28,500 | +8,496 (+42.5%) |
| CRA Financial Services, LLC | 40,694 | 57,298 | +16,604 (+40.8%) |
| N.E.W. Advisory Services LLC | 482 | 24,185 | +23,703 (+4917.6%) |
| Concorde Asset Management, LLC | 4,605 | 6,599 | +1,994 (+43.3%) |
| Essex Financial Services, Inc. | 34,820 | 40,612 | +5,792 (+16.6%) |
| OSAIC HOLDINGS, INC. | 183,085 | 285,698 | +102,613 (+56.0%) |
| RAYMOND JAMES FINANCIAL INC | 1,082,877 | 1,397,994 | +315,117 (+29.1%) |
| 1620 INVESTMENT ADVISORS, INC. | 1,931 | 2,532 | +601 (+31.1%) |
| Advisory Services Network, LLC | 24,563 | 33,845 | +9,282 (+37.8%) |
| JONES FINANCIAL COMPANIES LLLP | 231,536 | 294,099 | +62,563 (+27.0%) |
| 3EDGE Asset Management, LP | 24,116 | 26,474 | +2,358 (+9.8%) |
| Kestra Advisory Services, LLC | 19,840 | 36,383 | +16,543 (+83.4%) |
| Allworth Financial LP | 24,247 | 35,313 | +11,066 (+45.6%) |
| SILVER OAK SECURITIES, INCORPORATED | 18,372 | 19,681 | +1,309 (+7.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ENTREWEALTH, LLC | 74,139 | 69,256 | -4,883 (-6.6%) |
| DAHRING | CUSMANO LLC | 44,692 | 42,885 | -1,807 (-4.0%) |
| Armor Investment Advisors, LLC | 52,156 | 46,272 | -5,884 (-11.3%) |
| Austin Wealth Management, LLC | 92,319 | 83,482 | -8,837 (-9.6%) |
| Sovran Advisors, LLC | 151,475 | 146,427 | -5,048 (-3.3%) |
| BridgePort Financial Solutions, LLC | 20,865 | 17,619 | -3,246 (-15.6%) |
| AdvisorNet Financial, Inc | 16,776 | 13,434 | -3,342 (-19.9%) |
| STIFEL FINANCIAL CORP | 263,675 | 210,168 | -53,507 (-20.3%) |
| LPL Financial LLC | 67,830 | 56,982 | -10,848 (-16.0%) |
| JANE STREET GROUP, LLC | 10,132 | 5,001 | -5,131 (-50.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 39,691 | 38,661 | -1,030 (-2.6%) |
| MML INVESTORS SERVICES, LLC | 5,836 | 4,907 | -929 (-15.9%) |
| Kovack Advisors, Inc. | 10,662 | 10,391 | -271 (-2.5%) |
| HARBOUR INVESTMENTS, INC. | 2,519 | 2,037 | -482 (-19.1%) |
| COMERICA BANK | 148 | 118 | -30 (-20.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Strategic Financial Concepts, LLC | 301,777 | $15,036 |
| Integrated Wealth Concepts LLC | 65,492 | $3,264 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,570 | $377 |
| GOLDMAN SACHS GROUP INC | 77,916 | $3,883 |
| CITADEL ADVISORS LLC | 41,280 | $2,057 |
| PRINCIPAL SECURITIES, INC. | 1,390 | $69 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 274,406 | $14 |
| ASSETMARK, INC | 233 | $12 |
| IFP Advisors, Inc | 61 | $3 |
| JPMORGAN CHASE & CO | 6 | $0 |
| FMR LLC | 1 | $0 |