CUSIP 19423L722RAREVIEW DYNAMICRDFIQ4 2025
Aggregate 13F value by quarter
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13 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 627.0K | $14.99M | +163.0K | Added |
| 2 | Independent Wealth Network Inc. | 214.2K | $5.12M | +25.1K | Added |
| 3 | Astoria Portfolio Advisors LLC. | 116.3K | $2.85M | +54.9K | Added |
| 4 | Osaic Holdings, Inc. | 78.0K | $1.87M |
| −58.2K |
| Reduced |
| 5 | Private Advisor Group, LLC | 60.9K | $1.46M | +28.8K | Added |
| 6 | Integrated Wealth Concepts LLC | 24.5K | $584.9K | −17 | Reduced |
| 7 | Puff Wealth Management, LLC | 23.1K | $554.7K | +23.1K | New |
| 8 | Latitude Advisors, LLC | 19.1K | $456.6K | +7.9K | Added |
| 9 | Noble Wealth Management Pbc | 7.8K | $187.6K | +7.8K | New |
| 10 | Blackrock, Inc. | 2.0K | $47.8K | +2.0K | New |
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