25239Y212
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 45,580 | 2,026 | 0.97% | — | 1 | +45,580 | New | Q3 2026 | Oct 16, 2026 |
| Rise Advisors, LLC | History | New | 33,059 | 1,469 | 0.41% | — | 2 | +33,059 | New | Q3 2026 | Oct 16, 2026 |
| Lodestone Wealth Management LLC | History | New | 6,705 | 298 | 0.1% | — | 3 | +6,705 | New | Q3 2026 | Oct 14, 2026 |
| Bullock Wealth Management Group | History | New | 5,746 | 256 | 0.11% | — | 4 | +5,746 | New | Q3 2026 | Oct 09, 2026 |
| Fortitude Family Office, LLC | History | New | 3,333 | 148 | 0.03% | — | 5 | +3,333 | New | Q3 2026 | Oct 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 2,658 | 118 | 0.01% | — | 6 | +2,658 | New | Q3 2026 | Oct 13, 2026 |
| CGC Financial Services, LLC | History | New | 1,070 | 47 | 0.01% | — | 7 | +1,070 | New | Q3 2026 | Oct 13, 2026 |
| WEST PACES ADVISORS INC. | History | New | 1,025 | 45 | 0.01% | — | 8 | +1,025 | New | Q3 2026 | Oct 13, 2026 |