CUSIP 210322608TRUESHARES SEASOONEZQ4 2025
Aggregate 13F value by quarter
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24 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 2.43M | $63.13M | +88.8K | Added |
| 2 | Lloyd Advisory Services, LLC. | 310.9K | $8.07M | +72.6K | Added |
| 3 | Mid-American Wealth Advisory Group, Inc. | 154.7K | $4.02M | −4.8K | Reduced |
| 4 | Fsr Wealth Management Ltd. | 133.1K | $3.46M |
| +1.2K |
| Added |
| 5 | Smart Wealth LLC | 130.5K | $3.39M | +19.6K | Added |
| 6 | Fwg Investments, LLC. | 86.4K | $2.24M | +3.2K | Added |
| 7 | B.O.S.S. Retirement Advisors, LLC | 78.1K | $2.03M | −54.3K | Reduced |
| 8 | Howard Bailey Securities, LLC | 70.8K | $1.84M | −8.0K | Reduced |
| 9 | Outlook Wealth Advisors, LLC | 51.5K | $1.34M | +24.8K | Added |
| 10 | Lifewealth Investments, LLC | 50.3K | $1.31M | −3.1K | Reduced |
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