268961620
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | No change | 53,609 | 1,451 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 20,146 | 545 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 12,791 | 346 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 6th Street Advisors, LLC | History | New | 10,718 | 298 | 0.17% | — | 4 | +10,718 | New | Q3 2026 | Oct 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 10,000 | 270 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 7,495 | 202 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 40 | 1 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |