16140T806
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | New | 566,000 | 42,053 | 0.01% | — | 1 | +566,000 | New | Q3 2026 | Nov 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 20,690 | 1,537 | 0.0% | — | 2 | +20,690 | New | Q3 2026 | Nov 02, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 11,336 | 842 | 0.26% | — | 3 | +11,336 | New | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,395 | 781 | 0.0% | — | 4 | +10,395 | New | Q3 2026 | Oct 13, 2026 |
| Joel Isaacson & Co., LLC | History | New | 7,576 | 562 | 0.02% | — | 5 | +7,576 | New | Q3 2026 | Nov 05, 2026 |
| Creative Planning | History | New | 7,541 | 560 | 0.0% | — | 6 | +7,541 | New | Q3 2026 | Nov 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 7,041 | 523 | 0.02% | — | 7 | +7,041 | New | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 6,872 | 511 | 0.0% | — | 8 | +6,872 | New | Q3 2026 | Nov 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 6,788 | 504 | 0.01% | — | 9 | +6,788 | New | Q3 2026 | Nov 06, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | New | 6,748 | 501 | 0.06% | — | 10 | +6,748 | New | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,550 | 412 | 0.0% | — | 11 | +5,550 | New | Q3 2026 | Nov 05, 2026 |
| Armbruster Capital Management, Inc. | History | New | 4,636 | 344 | 0.05% | — | 12 | +4,636 | New | Q3 2026 | Oct 19, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | New | 3,729 | 277 | 0.05% | — | 13 | +3,729 | New | Q3 2026 | Nov 06, 2026 |
| Latitude Advisors, LLC | History | New | 1,837 | 136 | 0.04% | — | 14 | +1,837 | New | Q3 2026 | Oct 27, 2026 |
| DeDora Capital, Inc. | History | New | 1,228 | 91 | 0.02% | — | 15 | +1,228 | New | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | New | 1,093 | 81 | 0.01% | — | 16 | +1,093 | New | Q3 2026 | Oct 26, 2026 |
| IFG Advisory, LLC | History | New | 597 | 44 | 0.0% | — | 17 | +597 | New | Q3 2026 | Nov 06, 2026 |
| Concord Wealth Partners | History | New | 270 | 20 | 0.0% | — | 18 | +270 | New | Q3 2026 | Oct 30, 2026 |