81589A874

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Latest / Compare

Q2 2026

Value (USD)

Total reported value ($000)

$25.58M

QoQ value delta ($000)

—

Total shares

1,014,009

QoQ shares delta

—

Total shares held by funds (by quarter)

Top 25 only Full list

Manager	Value ($000)	Shares	% of 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5,478	219,408	0.01%
Turning Point Benefit Group, Inc.	4,242	168,572	1.82%
Merit Financial Group, LLC	2,546	101,167	0.02%
PETRA FINANCIAL ADVISORS INC	1,749	69,494	0.81%
CORA CAPITAL ADVISORS LLC	1,584	62,939	0.44%
Retirement Investment Advisors, Inc.	1,483	59,533	0.11%
Whipplewood Advisors, LLC	1,288	51,192	0.87%
LexAurum Advisors, LLC	843	33,502	0.1%
Meriwether Wealth & Planning, LLC	804	31,945	0.4%
Stewardship Advisors, LLC	760	30,195	0.16%
Quantum Financial Advisors, LLC	746	29,669	0.07%
BCO Wealth Management LLC	548	21,795	0.3%
Patriot Financial Group Insurance Agency, LLC	543	21,580	0.06%
Apella Capital, LLC	521	20,796	0.01%
Lynx Investment Advisory	520	20,659	0.17%
K2 Financial Inc.	327	13,120	0.23%
Independent Wealth Network Inc.	310	12,317	0.08%
TCP Asset Management, LLC	254	10,104	0.03%
WMG Financial Advisors, LLC	235	9,363	0.09%
RFG Advisory, LLC	228	9,068	0.0%
Apeiron RIA LLC	226	3,815	0.06%
Capital Investment Advisory Services, LLC	183	7,275	0.01%
IFP Advisors, Inc	107	4,278	0.0%
Blue Trust, Inc.	31	1,250	0.0%
Private Wealth Management Group, LLC	10	429	0.0%