Ticker: AGGY CUSIP: 97717X511 Class: YIELD ENHANCD US
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| OPTIMA CAPITAL LLC | 97,744 | $4,306 |
| Retireful, LLC | 7,919 | $350 |
| Westwood Wealth Management | 9,749 | $429 |
| Bison Wealth, LLC | 29,208 | $1,266 |
| Kingdom Financial Group LLC. | 7,028 | $310 |
| WealthPLAN Partners, LLC | 15,182 | $669 |
| Opal Wealth Advisors, LLC | 8,900 | $392 |
| Merit Financial Group, LLC | 132,237 | $5,825 |
| Mariner, LLC | 130,350 | $5,742 |
| Vise Technologies, Inc. | 4,707 | $207 |
| Aptus Capital Advisors, LLC | 2,944 | $130 |
| Elevated Capital Advisors, LLC | 169 | $7 |
| PNC Financial Services Group, Inc. | 431 | $19 |
| GLENMEDE TRUST CO NA | 319 | $14 |
| NBT BANK N A /NY | 44 | $4 |
| Lloyd Advisory Services, LLC. | 45 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GSB Wealth Management, LLC | 226,627 | 258,394 | +31,767 (+14.0%) |
| WealthPlan Investment Management, LLC | 63,664 | 240,318 | +176,654 (+277.5%) |
| Oxinas Partners Wealth Management LLC | 102,406 | 106,016 | +3,610 (+3.5%) |
| Insight Advisors, LLC/ PA | 198,987 | 204,837 | +5,850 (+2.9%) |
| Reyes Financial Architecture, Inc. | 1,254 | 8,108 | +6,854 (+546.6%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 62,952 | 64,184 | +1,232 (+2.0%) |
| Smartleaf Asset Management LLC | 226,080 | 241,815 | +15,735 (+7.0%) |
| NBC SECURITIES, INC. | 84,649 | 95,322 | +10,673 (+12.6%) |
| JAMES INVESTMENT RESEARCH INC | 11,206 | 20,878 | +9,672 (+86.3%) |
| Trilogy Capital Inc. | 67,429 | 79,996 | +12,567 (+18.6%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 203,858 | 234,556 | +30,698 (+15.1%) |
| MERCER GLOBAL ADVISORS INC /ADV | 1,160,599 | 1,312,116 | +151,517 (+13.1%) |
| Independent Wealth Network Inc. | 34,164 | 34,840 | +676 (+2.0%) |
| Barnes Wealth Management Group, Inc | 19,410 | 19,840 | +430 (+2.2%) |
| RFG Advisory, LLC | 136,913 | 146,594 | +9,681 (+7.1%) |
| LPL Financial LLC | 1,256,451 | 1,477,258 | +220,807 (+17.6%) |
| Vestmark Advisory Solutions, Inc. | 140,525 | 148,464 | +7,939 (+5.6%) |
| Private Advisor Group, LLC | 395,709 | 413,202 | +17,493 (+4.4%) |
| Gateway Wealth Partners, LLC | 18,492 | 19,846 | +1,354 (+7.3%) |
| Cetera Investment Advisers | 101,134 | 151,530 | +50,396 (+49.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HOWARD BAILEY SECURITIES, LLC | 240,737 | 23,406 | -217,331 (-90.3%) |
| Golden State Equity Partners | 70,910 | 39,852 | -31,058 (-43.8%) |
| Freedom Investment Management, Inc. | 74,265 | 64,291 | -9,974 (-13.4%) |
| Waverly Advisors, LLC | 164,666 | 10,727 | -153,939 (-93.5%) |
| FIRST FOUNDATION ADVISORS | 333,376 | 310,135 | -23,241 (-7.0%) |
| Sharper & Granite LLC | 48,697 | 47,377 | -1,320 (-2.7%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 5,081 | 3,858 | -1,223 (-24.1%) |
| GPS Wealth Strategies Group, LLC | 6,260 | 405 | -5,855 (-93.5%) |
| Institute for Wealth Management, LLC. | 13,437 | 5,617 | -7,820 (-58.2%) |
| Beacon Financial Advisory LLC | 15,938 | 13,731 | -2,207 (-13.8%) |
| Empirical Asset Management, LLC | 19,459 | 18,121 | -1,338 (-6.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 170,861 | 6,354 | -164,507 (-96.3%) |
| Western Wealth Management, LLC | 12,319 | 6,211 | -6,108 (-49.6%) |
| HighTower Advisors, LLC | 815,770 | 709,752 | -106,018 (-13.0%) |
| Trinity Wealth Management, LLC | 17,833 | 17,211 | -622 (-3.5%) |
| Atria Investments, Inc | 275,102 | 261,767 | -13,335 (-4.8%) |
| Symphony Financial, Ltd. Co. | 29,369 | 27,729 | -1,640 (-5.6%) |
| Savant Capital, LLC | 613,381 | 597,285 | -16,096 (-2.6%) |
| Goldstone Financial Group, LLC | 21,608 | 19,884 | -1,724 (-8.0%) |
| Sanctuary Advisors, LLC | 47,053 | 27,427 | -19,626 (-41.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Schwallier Wealth Management LLC | 4,755 | $211 |
| ORG Partners LLC | 9,230 | $409 |
| PSI Advisors, LLC | 5,935 | $263 |
| SMI Advisory Services, LLC | 7,041 | $312 |
| Sovran Advisors, LLC | 4,513 | $200 |
| Soltis Investment Advisors LLC | 5,103 | $226 |
| JANE STREET GROUP, LLC | 79,875 | $3,536 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,468 | $685 |
| MJT & Associates Financial Advisory Group, Inc. | 163 | $7 |
| Plante Moran Financial Advisors, LLC | 793 | $35 |
| US BANCORP \DE\ | 1,114 | $49 |
| Advisory Services Network, LLC | 190 | $8 |