33733E641
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | History | Added to | 951,406 | 19,579 | 3.87% | 3.04% | 1 | +196,302 | 26.0% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 788,183 | 16,189 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triad Wealth Partners, LLC | History | No change | 676,402 | 13,791 | 0.81% | 0.81% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | New | 519,142 | 10,683 | 0.08% | — | 4 | +519,142 | New | Q3 2026 | Oct 08, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 459,791 | 9,444 | 0.61% | 0.61% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 340,216 | 6,988 | 0.97% | 0.97% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buska Wealth Management, LLC | History | Added to | 255,693 | 5,262 | 1.81% | 0.39% | 7 | +203,457 | 389.5% | Q3 2026 | Oct 07, 2026 |
| Schulz Wealth, LTD. | History | No change | 214,146 | 4,398 | 2.27% | 2.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 203,911 | 4,188 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 203,025 | 4,170 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 172,895 | 3,551 | 0.84% | 0.84% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 166,593 | 3,408 | 0.01% | 0.0% | 12 | +77,969 | 87.98% | Q3 2026 | Oct 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 145,780 | 2,994 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 137,037 | 2,814 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 116,149 | 2,385 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 101,505 | 2,084 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 95,773 | 1,967 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 91,418 | 1,877 | 0.47% | 0.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 85,666 | 1,759 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 84,741 | 1,740 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 68,558 | 1,408 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 59,726 | 1,226 | 0.44% | 0.44% | 22 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avior Wealth Management, LLC | History | New | 58,597 | 1,205 | 0.03% | — | 23 | +58,597 | New | Q3 2026 | Oct 13, 2026 |
| CoreCap Advisors, LLC | History | New | 51,887 | 1,067 | 0.03% | — | 24 | +51,887 | New | Q3 2026 | Oct 08, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 48,671 | 1,000 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 43,252 | 888 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Maridea Wealth Management LLC | History | No change | 39,522 | 811 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 28,739 | 590 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 26,753 | 549 | 0.28% | 0.28% | 29 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | No change | 25,977 | 533 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 22,880 | 469 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plan Group Financial, LLC | History | No change | 22,648 | 465 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apollon Wealth Management, LLC | History | No change | 22,340 | 458 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 21,405 | 439 | 0.29% | 0.29% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 19,315 | 396 | 0.27% | 0.27% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 19,198 | 394 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 18,091 | 371 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 17,612 | 361 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 17,030 | 349 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16,913 | 347 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 16,855 | 346 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 16,194 | 332 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | New | 15,947 | 328 | 0.07% | — | 43 | +15,947 | New | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 15,726 | 323 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 15,775 | 322 | 0.01% | 0.01% | 45 | +5,389 | 51.89% | Q3 2026 | Oct 09, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 15,577 | 319 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBE Wealth Management, LLC | History | No change | 15,252 | 313 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FSA Advisors, Inc. | History | No change | 15,245 | 313 | 0.14% | 0.14% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,799 | 283 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,799 | 283 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 13,702 | 281 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 13,637 | 280 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TCP Asset Management, LLC | History | No change | 13,242 | 271 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 12,702 | 260 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,721 | 259 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,194 | 250 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WPG Advisers, LLC | History | No change | 11,389 | 233 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Csenge Advisory Group | History | No change | 10,030 | 206 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,932 | 183 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 7,200 | 147 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| POM Investment Strategies, LLC | History | No change | 3,989 | 81 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VIMA LLC | History | No change | 2,862 | 58 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Portfolio Services LLC | History | No change | 1,944 | 39 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,749 | 35 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Key Capital Management, INC | History | No change | 1,273 | 26 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 296 | 6 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Benson Wealth Management INC | History | No change | 294 | 6 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |