CUSIP 19423L540RAREVIEW SYS EQTRSEEQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 893.1K | $30.59M | −17.1K | Reduced |
| 2 | Clear Creek Financial Management, LLC | 197.3K | $6.76M | −3.7K | Reduced |
| 3 | Ascension Capital Advisors, Inc. | 48.8K | $1.67M | +27.2K | Added |
| 4 | Atria Investments, Inc | 19.0K | $649.7K |
| +15 |
| Added |
| 5 | Able Wealth Management LLC | 16.2K | $554.8K | +3.6K | Added |
| 6 | Gts Securities LLC | 11.0K | $375.3K | −19.5K | Reduced |
| 7 | Osaic Holdings, Inc. | 1.2K | $42.0K | −125 | Reduced |
| 8 | Mai Capital Management | 589 | $20.2K | 0 | Held |
| 9 | Geneos Wealth Management Inc. | 250 | $8.6K | 0 | Held |
| 10 | Janney Montgomery Scott LLC | 43.2K | $1.5K | −1.4K | Reduced |
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