33733E658
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | History | No change | 179,050 | 3,620 | 0.21% | 0.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Accel Wealth Management | History | New | 94,709 | 2,009 | 0.43% | — | 2 | +94,709 | New | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 55,368 | 1,123 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 18,075 | 366 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MSH Capital Advisors LLC | History | No change | 16,940 | 343 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maridea Wealth Management LLC | History | No change | 13,127 | 266 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 12,630 | 256 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 961 | 19 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 08, 2026 |