Mega
CITADEL ADVISORS LLC
BUFG
1
$922,955
100.00%
31,483
—
-6,436
-17.0%
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Large
COMMONWEALTH EQUITY SERVICES, LLC
BUFG
$22,699,390
2459.43%
978,422
—
Sold Out
Shares
2024-07-31
Large
CWM, LLC
BUFG
$18,273,480
1979.89%
787,650
—
Sold Out
Shares
2024-07-10
Mega
ENVESTNET ASSET MANAGEMENT INC
BUFG
$17,022,837
1844.38%
733,743
—
Sold Out
Shares
2024-08-08
Mega
LPL Financial LLC
BUFG
$12,833,219
1390.45%
553,156
—
Sold Out
Shares
2024-08-07
Small
Centennial Wealth Advisory LLC
BUFG
$10,189,115
1103.97%
439,186
—
Sold Out
Shares
2024-07-22
Large
Cetera Investment Advisers
BUFG
$9,036,655
979.10%
389,511
—
Sold Out
Shares
2024-08-22
Mid
SYNOVUS FINANCIAL CORP
BUFG
1
$6,069,096
657.57%
261,599
—
Sold Out
Shares
2024-08-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Synovus Securities, Inc.
261,599
$6,069,096
100.0%
Defined
Large
OSAIC HOLDINGS, INC.
BUFG
3
$5,147,824
557.75%
221,889
—
Sold Out
Shares
2024-08-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
195,487
$4,535,298
88.1%
Defined
Osaic Advisory Services, LLC
18,742
$434,814
8.4%
Defined
American Portfolios Advisors
7,660
$177,712
3.5%
Sole
Micro
Pitti Group Wealth Management, LLC
BUFG
$5,077,273
550.11%
218,848
—
Sold Out
Shares
2024-08-09
Small
FreeGulliver LLC
BUFG
$4,669,974
505.98%
201,292
—
Sold Out
Shares
2024-08-13
Small
WORLD EQUITY GROUP, INC.
BUFG
$4,276,270
463.32%
184,322
—
Sold Out
Shares
2024-07-18
Large
ASSETMARK, INC
BUFG
$3,749,700
406.27%
161,625
—
Sold Out
Shares
2024-08-13
Mid
Integrated Wealth Concepts LLC
BUFG
$3,384,972
366.75%
145,904
—
Sold Out
Shares
2024-08-14
Mid
Advisory Services Network, LLC
BUFG
$3,041,032
329.49%
131,079
—
Sold Out
Shares
2024-08-13
Large
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
BUFG
$3,001,778
325.24%
129,387
—
Sold Out
Shares
2024-07-16
Mid
HARBOUR INVESTMENTS, INC.
BUFG
$2,964,403
321.19%
127,776
—
Sold Out
Shares
2024-07-26
Small
Ellsworth Advisors, LLC
BUFG
$2,597,912
281.48%
111,979
—
Sold Out
Shares
2024-07-18
Large
Cambridge Investment Research Advisors, Inc.
BUFG
$2,578,819
279.41%
111,156
—
Sold Out
Shares
2024-07-26
Micro
Valtinson Bruner Financial Planning LLC
BUFG
$2,473,189
267.96%
106,603
—
Sold Out
Shares
2024-08-05
Mid
Geneos Wealth Management Inc.
BUFG
$2,282,416
247.29%
98,380
—
Sold Out
Shares
2024-07-23
Micro
Lunt Capital Management, Inc.
BUFG
$2,251,908
243.99%
97,065
—
Sold Out
Shares
2024-07-19
Small
PERSONAL CFO SOLUTIONS, LLC
BUFG
1
$1,767,051
191.46%
76,166
—
Sold Out
Shares
2024-08-09
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
55I
76,166
$1,767,051
100.0%
Defined
Mid
Aptus Capital Advisors, LLC
BUFG
$1,766,030
191.35%
76,122
—
Sold Out
Shares
2024-07-31
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
BUFG
2
$1,613,582
174.83%
69,551
—
Sold Out
Shares
2024-08-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
SUSQUEHANNA SECURITIES, LLC
24,754
$574,292
35.6%
Defined
G1 EXECUTION SERVICES, LLC
44,797
$1,039,290
64.4%
Defined
Mid
Ameritas Advisory Services, LLC
BUFG
$1,479,696
160.32%
63,780
—
Sold Out
Shares
2024-07-29
Mid
KINGSWOOD WEALTH ADVISORS, LLC
BUFG
$1,338,292
145.00%
57,685
—
Sold Out
Shares
2024-07-09
Mid
Atria Investments, Inc
BUFG
$1,272,125
137.83%
54,833
—
Sold Out
Shares
2024-08-13
Small
FSB PREMIER WEALTH MANAGEMENT, INC.
BUFG
$1,249,992
135.43%
53,879
—
Sold Out
Shares
2024-08-02
Large
Kestra Advisory Services, LLC
BUFG
$1,207,699
130.85%
52,056
—
Sold Out
Shares
2024-08-14
Micro
ICA Group Wealth Management, LLC
BUFG
$1,173,850
127.18%
50,597
—
Sold Out
Shares
2024-08-08
Mid
Private Advisor Group, LLC
BUFG
$1,128,912
122.31%
48,660
—
Sold Out
Shares
2024-08-05
Mid
CoreCap Advisors, LLC
BUFG
$1,023,050
110.85%
44,097
—
Sold Out
Shares
2024-08-08
Small
ROVIN CAPITAL /UT/ /ADV
BUFG
$991,521
107.43%
42,738
—
Sold Out
Shares
2024-07-18
Micro
Financial Guidance Group, Inc.
BUFG
$925,540
100.28%
39,894
—
Sold Out
Shares
2024-08-07
Small
Harvest Investment Services, LLC
BUFG
$855,384
92.68%
36,870
—
Sold Out
Shares
2024-08-13
Small
Regal Investment Advisors LLC
BUFG
$819,308
88.77%
35,315
—
Sold Out
Shares
2024-08-15
Large
Rockefeller Capital Management L.P.
BUFG
1
$806,408
87.37%
34,759
—
Sold Out
Shares
2024-08-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
34,759
$806,408
100.0%
Defined
Small
TOWNSQUARE CAPITAL LLC
BUFG
$801,328
86.82%
34,540
—
Sold Out
Shares
2024-08-14
Micro
Financial Network Wealth Advisors LLC
BUFG
$801,326
86.82%
34,540
—
Sold Out
Shares
2024-08-14
Small
Jaffetilchin Investment Partners, LLC
BUFG
1
$790,052
85.60%
34,054
—
Sold Out
Shares
2024-07-30
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Manager 34054
34,054
$790,052
100.0%
Sole
Small
Gateway Wealth Partners, LLC
BUFG
$757,132
82.03%
32,635
—
Sold Out
Shares
2024-08-16
Mid
Atria Wealth Solutions, Inc.
BUFG
1
$681,407
73.83%
29,371
—
Sold Out
Shares
2024-07-22
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
CUSO Financial Services L.P. /CA
29,371
$681,407
100.0%
Defined
Small
Onyx Bridge Wealth Group LLC
BUFG
$649,832
70.41%
28,010
—
Sold Out
Shares
2024-07-22
Mid
OLD MISSION CAPITAL LLC
BUFG
$644,310
69.81%
27,772
—
Sold Out
Shares
2024-08-14
Mid
PARK AVENUE SECURITIES LLC
Broker-Dealer
BUFG
$633,963
68.69%
27,326
—
Sold Out
Shares
2024-07-09
Mid
Wealthcare Advisory Partners LLC
BUFG
$601,112
65.13%
25,910
—
Sold Out
Shares
2024-08-12
Small
IAMS WEALTH MANAGEMENT, LLC
BUFG
$598,003
64.79%
25,776
—
Sold Out
Shares
2024-08-05
Micro
BLACK POINT WEALTH MANAGEMENT
BUFG
$587,540
63.66%
25,325
—
Sold Out
Shares
2024-08-09
Mid
Envestnet Portfolio Solutions, Inc.
BUFG
$564,757
61.19%
24,343
—
Sold Out
Shares
2024-07-16
Small
Clear Creek Financial Management, LLC
BUFG
$549,840
59.57%
23,700
—
Sold Out
Shares
2024-07-25
Mid
Sigma Planning Corp
BUFG
$543,112
58.84%
23,410
—
Sold Out
Shares
2024-08-06
Micro
DHJJ Financial Advisors, Ltd.
BUFG
$527,823
57.19%
22,751
—
Sold Out
Shares
2024-07-12
Mid
AVANTAX ADVISORY SERVICES, INC.
BUFG
$523,020
56.67%
22,544
—
Sold Out
Shares
2024-08-09
Small
Tradition Wealth Management, LLC
BUFG
$485,668
52.62%
20,934
—
Sold Out
Shares
2024-08-12
Small
Avior Wealth Management, LLC
BUFG
$372,267
40.33%
16,046
—
Sold Out
Shares
2024-08-13
Mid
Prospera Financial Services Inc
BUFG
$330,924
35.85%
14,264
—
Sold Out
Shares
2024-08-13
Small
GUARDIAN WEALTH ADVISORS, LLC / NC
BUFG
$313,872
34.01%
13,529
—
Sold Out
Shares
2024-08-14
Micro
KFG WEALTH MANAGEMENT, LLC
BUFG
$299,117
32.41%
12,893
—
Sold Out
Shares
2024-07-19
Mid
Brookstone Capital Management
BUFG
$272,066
29.48%
11,727
—
Sold Out
Shares
2024-07-18
Small
Sound View Wealth Advisors Group, LLC
BUFG
$270,349
29.29%
11,653
—
Sold Out
Shares
2024-08-05
Small
HBW ADVISORY SERVICES LLC
BUFG
$268,888
29.13%
11,590
—
Sold Out
Shares
2024-07-05
Mid
Merit Financial Group, LLC
BUFG
$227,545
24.65%
9,808
—
Sold Out
Shares
2024-08-13
Large
Janney Montgomery Scott LLC
BUFG
$217,523
23.57%
9,376
—
Sold Out
Shares
2024-07-25
Mid
WEDBUSH SECURITIES INC
Broker-Dealer
BUFG
$203,348
22.03%
8,765
—
Sold Out
Shares
2024-08-07
Small
SILVER OAK SECURITIES, INCORPORATED
Broker-Dealer
BUFG
$185,252
20.07%
7,985
—
Sold Out
Shares
2024-07-12
Micro
Chris Bulman Inc
BUFG
$140,313
15.20%
6,048
—
Sold Out
Shares
2024-08-06
Micro
Kelly Financial Services LLC
BUFG
$103,170
11.18%
4,447
—
Sold Out
Shares
2024-08-12
—
PROEQUITIES, INC.
BUFG
$97,370
10.55%
4,197
—
Sold Out
Shares
2024-07-23
Small
TSFG, LLC
BUFG
$82,267
8.91%
3,546
—
Sold Out
Shares
2024-07-16
Mega
ROYAL BANK OF CANADA
Bank
BUFG
1
$56,538
6.13%
2,437
—
Sold Out
Shares
2024-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
CITY NATIONAL ROCHDALE, LLC
2,437
$56,538
100.0%
Defined
Mid
IFP Advisors, Inc
BUFG
$52,640
5.70%
2,269
—
Sold Out
Shares
2024-07-30
Mega
UBS Group AG
BUFG
1
$50,947
5.52%
2,196
—
Sold Out
Shares
2024-08-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
UBS Securities LLC
2,196
$50,947
100.0%
Sole
Small
Raleigh Capital Management Inc.
BUFG
$11,901
1.29%
513
—
Sold Out
Shares
2024-07-31
Micro
Clear Point Advisors Inc.
BUFG
$2,320
0.25%
100
—
Sold Out
Shares
2024-08-14
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