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Most stock quote data provided by Financial Modeling Prep
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About N/A of shares are held by financial institutions. FSR WEALTH MANAGEMENT LTD. is the top corporate investor, holding 0 shares valued at -. A 0% stake in TrueShares Structured Outcome (May) ETF is owned by the company. PARK SQUARE FINANCIAL GROUP, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2025 | FSR WEALTH MANAGEMENT LTD. | 0% | 0 | - | -12.21K | -100.00% |
| Jun 30, 2025 | PARK SQUARE FINANCIAL GROUP, LLC | 0% | 0 | - | -117 | -100.00% |
| Jun 30, 2025 | WEAVER CONSULTING GROUP | 12.77% | 55.05K | 1.73M | -231 | -0.42% |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.07% | 304 | 9.57K | -78.6K | -99.61% |
| Jun 30, 2025 | LORD & RICHARDS WEALTH MANAGEMENT, LLC | 0% | 0 | - | -533 | -100.00% |
| Jun 30, 2025 | TRUEMARK INVESTMENTS, LLC | 25.9% | 111.65K | 3.52M | 43.52K | +63.86% |
| Jun 30, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0.05% | 210 | 6.61K | 0 | 0 |
| Jun 30, 2025 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 1.33% | 5.74K | 180.73K | 0 | 0 |
| Jun 30, 2025 | OUTLOOK WEALTH ADVISORS, LLC | 0% | 0 | - | -10.8K | -100.00% |
| Jun 30, 2025 | TRANSCE3ND, LLC | 0% | 0 | - | -2 | -100.00% |
| Jun 30, 2025 | QUEST 10 WEALTH BUILDERS, INC. | 0% | 0 | - | -267 | -100.00% |
| Jun 30, 2025 | 0% | 0 | - | -117 | -100.00% | |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 4.64% | 20K | 630K | 0 | 0 |
| Jun 30, 2025 | CAPITAL A WEALTH MANAGEMENT, LLC | 0% | 0 | - | -6 | -100.00% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 5.47% | 20K | 581K | 0 | 0 |
| Mar 31, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0.06% | 210 | 6.1K | 0 | 0 |
| Mar 31, 2025 | 0% | 2 | 58 | 0 | 0 | |
| Mar 31, 2025 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 1.57% | 5.74K | 166.67K | -3.16K | -35.53% |
| Mar 31, 2025 | FSR WEALTH MANAGEMENT LTD. | 3.34% | 12.21K | 354.45K | 848 | +7.47% |
| Mar 31, 2025 | TRUEMARK INVESTMENTS, LLC | 18.64% | 68.14K | 1.98M | 68.14K | +100.00% |
| Mar 31, 2025 | WEAVER CONSULTING GROUP | 15.12% | 55.29K | 1.61M | 0 | 0 |
| Mar 31, 2025 | OUTLOOK WEALTH ADVISORS, LLC | 2.95% | 10.8K | 313.53K | -161 | -1.47% |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 21.58% | 78.9K | 2.29M | 7.6K | +10.66% |
| Mar 31, 2025 | CREATIVEONE WEALTH, LLC | 0% | 0 | - | -10.51K | -100.00% |