268961570
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Uniting Wealth Partners, LLC | History | New | 145,553 | 3,829 | 0.81% | — | 1 | +145,553 | New | Q3 2026 | Nov 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 52,639 | 1,359 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 37,987 | 981 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 28,342 | 745 | 0.04% | — | 4 | +28,342 | New | Q3 2026 | Nov 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 23,929 | 629 | 0.07% | — | 5 | +23,929 | New | Q3 2026 | Oct 29, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 12,113 | 318 | 0.03% | — | 6 | +12,113 | New | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | New | 386 | 10 | 0.0% | — | 7 | +386 | New | Q3 2026 | Oct 08, 2026 |