87975E776
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | New | 346,592 | 10,529 | 0.15% | — | 1 | +346,592 | New | Q2 2026 | Jul 08, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 39,148 | 1,189 | 0.07% | — | 2 | +39,148 | New | Q2 2026 | Jul 23, 2026 |
| Purus Wealth Management, LLC | History | New | 34,074 | 1,035 | 0.28% | — | 3 | +34,074 | New | Q2 2026 | Jul 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 33,378 | 1,014 | 0.02% | — | 4 | +33,378 | New | Q2 2026 | Jul 15, 2026 |
| Brookstone Capital Management | History | New | 22,943 | 697 | 0.01% | — | 5 | +22,943 | New | Q2 2026 | Jul 15, 2026 |
| GoalVest Advisory LLC | History | New | 22,346 | 678 | 0.13% | — | 6 | +22,346 | New | Q2 2026 | Jul 08, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | New | 21,583 | 655 | 0.48% | — | 7 | +21,583 | New | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 21,355 | 648 | 0.03% | — | 8 | +21,355 | New | Q2 2026 | Jul 23, 2026 |
| Members Advisory Group LLC | History | New | 20,373 | 618 | 0.17% | — | 9 | +20,373 | New | Q2 2026 | Jul 15, 2026 |
| San Luis Wealth Advisors LLC | History | New | 19,402 | 589 | 0.09% | — | 10 | +19,402 | New | Q2 2026 | Jul 16, 2026 |
| Sage Capital Management, LLC | History | New | 17,534 | 532 | 0.21% | — | 11 | +17,534 | New | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | New | 16,830 | 511 | 0.01% | — | 12 | +16,830 | New | Q2 2026 | Jul 22, 2026 |
| Integras Partners LLC | History | New | 15,048 | 457 | 0.25% | — | 13 | +15,048 | New | Q2 2026 | Jul 24, 2026 |
| PFG Investments, LLC | History | New | 14,846 | 451 | 0.02% | — | 14 | +14,846 | New | Q2 2026 | Jul 23, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 14,129 | 429 | 0.18% | — | 15 | +14,129 | New | Q2 2026 | Jul 08, 2026 |
| E&G Advisors, LLC | History | New | 12,675 | 385 | 0.07% | — | 16 | +12,675 | New | Q2 2026 | Jul 23, 2026 |
| XML Financial, LLC | History | New | 11,423 | 347 | 0.03% | — | 17 | +11,423 | New | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 11,002 | 324 | 0.02% | — | 18 | +11,002 | New | Q2 2026 | Jul 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 9,324 | 283 | 0.01% | — | 19 | +9,324 | New | Q2 2026 | Jul 17, 2026 |
| Apella Capital, LLC | History | New | 10,277 | 276 | 0.0% | — | 20 | +10,277 | New | Q2 2026 | Jul 08, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 7,975 | 242 | 0.0% | — | 21 | +7,975 | New | Q2 2026 | Jul 09, 2026 |
| Cooper Capital Advisors LLC | History | New | 6,916 | 210 | 0.09% | — | 22 | +6,916 | New | Q2 2026 | Jul 22, 2026 |
| Berbice Capital Management LLC | History | New | 3,400 | 103 | 0.05% | — | 23 | +3,400 | New | Q2 2026 | Jul 23, 2026 |
| Roxbury Financial LLC | History | New | 2,620 | 79 | 0.06% | — | 24 | +2,620 | New | Q2 2026 | Jul 01, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,762 | 53 | 0.0% | — | 25 | +1,762 | New | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | New | 1,132 | 34 | 0.0% | — | 26 | +1,132 | New | Q2 2026 | Jul 20, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 576 | 17 | 0.01% | — | 27 | +576 | New | Q2 2026 | Jul 20, 2026 |
| Cape Investment Advisory, Inc. | History | New | 549 | 16 | 0.0% | — | 28 | +549 | New | Q2 2026 | Jul 23, 2026 |
| ADIRONDACK TRUST CO | History | New | 495 | 15 | 0.0% | — | 29 | +495 | New | Q2 2026 | Jul 16, 2026 |
| Aventura Private Wealth, LLC | History | New | 479 | 14 | 0.0% | — | 30 | +479 | New | Q2 2026 | Jul 15, 2026 |
| CX Institutional | History | New | 397 | 12 | 0.0% | — | 31 | +397 | New | Q2 2026 | Jul 01, 2026 |
| Golden State Wealth Management, LLC | History | New | 300 | 9 | 0.0% | — | 32 | +300 | New | Q2 2026 | Jul 22, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 300 | 9 | 0.0% | — | 33 | +300 | New | Q2 2026 | Jul 02, 2026 |
| Bank of New Hampshire | History | New | 255 | 7 | 0.0% | — | 35 | +255 | New | Q2 2026 | Jul 14, 2026 |
| SBI Securities Co., Ltd. | History | New | 235 | 7 | 0.0% | — | 34 | +235 | New | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | New | 200 | 6 | 0.0% | — | 36 | +200 | New | Q2 2026 | Jul 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 100 | 3 | 0.0% | — | 37 | +100 | New | Q2 2026 | Jul 14, 2026 |
| VSM Wealth Advisory, LLC | History | New | 90 | 2 | 0.0% | — | 40 | +90 | New | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | New | 88 | 2 | 0.0% | — | 39 | +88 | New | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 64 | 1 | 0.0% | — | 42 | +64 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | New | 50 | 1 | 0.0% | — | 43 | +50 | New | Q2 2026 | Jul 06, 2026 |
| SIGNATUREFD, LLC | History | New | 40 | 1 | 0.0% | — | 41 | +40 | New | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 20, 2026 |
| DB Fitzpatrick & Co, Inc | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 16, 2026 |
| Roble, Belko & Company, Inc | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 24, 2026 |
| Main Street Group, LTD | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 13, 2026 |