42226B600
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AVISO WEALTH MANAGEMENT | History | New | 119,398 | 1,915 | 0.73% | — | 1 | +119,398 | New | Q3 2026 | Nov 04, 2026 |
| Kozak & Associates, Inc. | History | New | 1,285 | 18 | 0.0% | — | 2 | +1,285 | New | Q3 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 82 | 1 | 0.0% | — | 3 | +82 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Nov 04, 2026 |