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JANB

Aptus January Buffer ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$16.8M +$6.11M +237,851 +55%
LIWM
2
Long Island Wealth Management
New York
$12.7M +$13M +505,604 New
UWP
3
Uniting Wealth Partners
Kansas
$9.21M +$9.42M +367,003 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$6.03M +$6.17M +240,225 New
ACA
5
Aptus Capital Advisors
Alabama
$3.42M +$1.36M +53,023 +64%
GWANC
6
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.03M +$1.01M +39,441 +49%
OMC
7
Old Mission Capital
Illinois
$1.03M +$1.05M +40,848 New
CWG
8
Cornerstone Wealth Group
North Carolina
$802K +$782K +30,481 New
KA
9
Kovack Advisors
Florida
$530K +$283K +11,039 +109%
FHC
10
First Heartland Consultants
Missouri
$518K +$530K +20,634 New
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$478K -$3.18K -124 -0.6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$455K +$466K +18,148 New
WFA
13
Websterrogers Financial Advisors
South Carolina
$416K +$426K +16,594 New
AI
14
Atria Investments
North Carolina
$252K +$258K +10,057 New
MWM
15
Meridian Wealth Management
Kentucky
$245K +$251K +9,768 New
Citadel Advisors
16
Citadel Advisors
Florida
$219K +$224K +8,711 New
UBS Group
17
UBS Group
Switzerland
$26.1K +$19.7K +769 +286%
DFA
18
DHJJ Financial Advisors
Illinois
$1K +$1.03K +40 New