BFRZ(BFRZ)

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BFRZ(BFRZ)

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$27.04—

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BFRZ(BFRZ)

BFRZ

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Institutional Ownership

Top 43 Institutional Holders

Holder	Shares	Date	Change	% Held
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-13.25K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Jun 30, 26	-22.32K	--
ENVESTNET ASSET MANAGEMENT INC	449.50K	Mar 31, 26	-81.98K	28.63%
CWM, LLC	446.58K	Mar 31, 26	+339.31K	28.44%
VanWeelden Wealth Management, LLC	381.92K	Mar 31, 26	-157.26K	24.32%
Visionary Wealth Advisors	280.59K	Mar 31, 26	+142.68K	17.87%
Triad Wealth Partners, LLC	273.58K	Mar 31, 26	+115.86K	17.42%
Brinker Capital Investments, LLC	194.16K	Mar 31, 26	+167.93K	12.36%
Kestra Advisory Services, LLC	192.34K	Mar 31, 26	+145.07K	12.25%
Sigma Planning Corp	173.82K	Mar 31, 26	+5.02K	11.07%
Balance Wealth, LLC	150.76K	Mar 31, 26	+150.76K	9.60%
Cambridge Investment Research Advisors, Inc.	110.97K	Mar 31, 26	+84.03K	7.07%
Signal Advisors Wealth, LLC	95.51K	Mar 31, 26	+7.36K	6.08%
Maia Wealth LLC	79.33K	Mar 31, 26	-4.82K	5.05%
PLANWISER FINANCIAL, LLC	50.27K	Mar 31, 26	+16.15K	3.20%
SIGNATUREFD, LLC	47.85K	Mar 31, 26	+908	3.05%
Sovran Advisors, LLC	37.45K	Mar 31, 26	+516	2.38%
Cetera Investment Advisers	37.39K	Mar 31, 26	+5.58K	2.38%
Atria Investments, Inc	35.54K	Mar 31, 26	+35.54K	2.26%
JANE STREET GROUP, LLC	35.42K	Mar 31, 26	+10.14K	2.26%
MORGAN STANLEY	34.31K	Mar 31, 26	+34.31K	2.18%
ADVISOR GROUP HOLDINGS, INC.	29.40K	Mar 31, 26	+20.69K	1.87%
MML INVESTORS SERVICES, LLC	26.36K	Mar 31, 26	+26.36K	1.68%
Ashton Thomas Private Wealth, LLC	25.43K	Mar 31, 26	-9.77K	1.62%
Pensionmark Financial Group, LLC	24.52K	Mar 31, 26	+24.52K	1.56%
WEALTHGARDEN F.S. LLC	20.57K	Mar 31, 26	+9.64K	1.31%
HARBOUR INVESTMENTS, INC.	19.15K	Mar 31, 26	-54.59K	1.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	18.30K	Mar 31, 26	+18.30K	1.17%
Colony Group, LLC	14.28K	Mar 31, 26	+14.28K	0.91%
Ausdal Financial Partners, Inc.	13.15K	Mar 31, 26	+13.15K	0.84%
Advyzon Investment Management, LLC	12.93K	Mar 31, 26	+12.93K	0.82%
Inspire Advisors, LLC	12.22K	Mar 31, 26	+12.22K	0.78%
BridgePort Financial Solutions, LLC	10.54K	Mar 31, 26	+2.83K	0.67%
Vantage Point Financial LLC	9.74K	Mar 31, 26	+9.74K	0.62%
Concurrent Investment Advisors, LLC	8.36K	Mar 31, 26	+8.36K	0.53%
AE Wealth Management LLC	6.70K	Mar 31, 26	+6.70K	0.43%
Legacy Wealth Managment, LLC/ID	6.60K	Mar 31, 26	+6.60K	0.42%
Sound Income Strategies, LLC	4.35K	Mar 31, 26	+4.35K	0.28%
UBS Group AG	1.39K	Mar 31, 26	+1.39K	0.09%
IFP Advisors, Inc	50	Mar 31, 26	--	0.00%
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-11.01K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-45.02K	--
Global Retirement Partners, LLC	607	Dec 31, 25	+607	0.04%

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Holder

Date

Change

% Held

SeaCrest Wealth Management, LLC

Jun 30, 26

-13.25K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 30, 26

-22.32K

ENVESTNET ASSET MANAGEMENT INC

449.50K

Mar 31, 26

-81.98K

28.63%

CWM, LLC

446.58K

Mar 31, 26

+339.31K

28.44%

VanWeelden Wealth Management, LLC

381.92K

Mar 31, 26

-157.26K

24.32%

Visionary Wealth Advisors

280.59K

Mar 31, 26

+142.68K

17.87%

Triad Wealth Partners, LLC

273.58K

Mar 31, 26

+115.86K

17.42%

Brinker Capital Investments, LLC

194.16K

Mar 31, 26

+167.93K

12.36%

Kestra Advisory Services, LLC

192.34K

Mar 31, 26

+145.07K

12.25%

Sigma Planning Corp

173.82K

Mar 31, 26

+5.02K

11.07%

Balance Wealth, LLC

150.76K

Mar 31, 26

+150.76K

9.60%

Cambridge Investment Research Advisors, Inc.

110.97K

Mar 31, 26

+84.03K

7.07%

Signal Advisors Wealth, LLC

95.51K

Mar 31, 26

+7.36K

6.08%

Maia Wealth LLC

79.33K

Mar 31, 26

-4.82K

5.05%

PLANWISER FINANCIAL, LLC

50.27K

Mar 31, 26

+16.15K

3.20%

SIGNATUREFD, LLC

47.85K

Mar 31, 26

+908

3.05%

Sovran Advisors, LLC

37.45K

Mar 31, 26

+516

2.38%

Cetera Investment Advisers

37.39K

Mar 31, 26

+5.58K

2.38%

Atria Investments, Inc

35.54K

Mar 31, 26

+35.54K

2.26%

JANE STREET GROUP, LLC

35.42K

Mar 31, 26

+10.14K

2.26%

MORGAN STANLEY

34.31K

Mar 31, 26

+34.31K

2.18%

ADVISOR GROUP HOLDINGS, INC.

29.40K

Mar 31, 26

+20.69K

1.87%

MML INVESTORS SERVICES, LLC

26.36K

Mar 31, 26

+26.36K

1.68%

Ashton Thomas Private Wealth, LLC

25.43K

Mar 31, 26

-9.77K

1.62%

Pensionmark Financial Group, LLC

24.52K

Mar 31, 26

+24.52K

1.56%

WEALTHGARDEN F.S. LLC

20.57K

Mar 31, 26

+9.64K

1.31%

HARBOUR INVESTMENTS, INC.

19.15K

Mar 31, 26

-54.59K

1.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

18.30K

Mar 31, 26

+18.30K

1.17%

Colony Group, LLC

14.28K

Mar 31, 26

+14.28K

0.91%

Ausdal Financial Partners, Inc.

13.15K

Mar 31, 26

+13.15K

0.84%

Advyzon Investment Management, LLC

12.93K

Mar 31, 26

+12.93K

0.82%

Inspire Advisors, LLC

12.22K

Mar 31, 26

+12.22K

0.78%

BridgePort Financial Solutions, LLC

10.54K

Mar 31, 26

+2.83K

0.67%

Vantage Point Financial LLC

9.74K

Mar 31, 26

+9.74K

0.62%

Concurrent Investment Advisors, LLC

8.36K

Mar 31, 26

+8.36K

0.53%

AE Wealth Management LLC

6.70K

Mar 31, 26

+6.70K

0.43%

Legacy Wealth Managment, LLC/ID

6.60K

Mar 31, 26

+6.60K

0.42%

Sound Income Strategies, LLC

4.35K

Mar 31, 26

+4.35K

0.28%

UBS Group AG

1.39K

Mar 31, 26

+1.39K

0.09%

IFP Advisors, Inc

Mar 31, 26

0.00%

OLD MISSION CAPITAL LLC

Mar 31, 26

-11.01K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-45.02K

Global Retirement Partners, LLC

607

Dec 31, 25

+607

0.04%