921938700
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hills Bank & Trust Co | History | Reduced | 264,262 | 19,937 | 0.84% | 1.02% | 1 | -52,902 | -16.68% | Q3 2026 | Nov 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 21,873 | 1,650 | 0.14% | 0.07% | 2 | +11,270 | 106.29% | Q3 2026 | Nov 04, 2026 |
| Opus Financial Solutions LLC | History | New | 9,495 | 716 | 0.63% | — | 3 | +9,495 | New | Q3 2026 | Nov 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 9,177 | 691 | 0.01% | — | 4 | +9,177 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,177 | 691 | 0.01% | — | 5 | +9,177 | New | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 8,663 | 653 | 0.01% | — | 6 | +8,663 | New | Q3 2026 | Nov 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 4,955 | 373 | 0.01% | — | 7 | +4,955 | New | Q3 2026 | Oct 13, 2026 |
| Sowell Financial Services LLC | History | New | 3,758 | 283 | 0.01% | — | 8 | +3,758 | New | Q3 2026 | Oct 23, 2026 |
| 10Elms LLP | History | New | 3,758 | 283 | 0.12% | — | 9 | +3,758 | New | Q3 2026 | Nov 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,585 | 270 | 0.03% | 0.03% | 10 | +800 | 28.73% | Q3 2026 | Oct 20, 2026 |
| Meredith Wealth Planning | History | Added to | 3,449 | 260 | 0.06% | 0.06% | 11 | +149 | 4.52% | Q3 2026 | Oct 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,325 | 99 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -3,543 | -100.0% | Q3 2026 | Oct 26, 2026 |