CUSIP 210322764TRUESHARES DECDECZQ4 2025
Aggregate 13F value by quarter
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29 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 434.7K | $17.50M | +1.2K | Added |
| 2 | Truemark Investments, LLC | 208.4K | $8.39M | −17.6K | Reduced |
| 3 | Lloyd Advisory Services, LLC. | 91.0K | $3.66M | +13.3K | Added |
| 4 | Elevated Capital Advisors, LLC | 29.4K | $1.18M |
| −1.1K |
| Reduced |
| 5 | B.O.S.S. Retirement Advisors, LLC | 26.0K | $1.05M | −16.9K | Reduced |
| 6 | Weaver Consulting Group | 23.5K | $945.0K | −2.0K | Reduced |
| 7 | Howard Bailey Securities, LLC | 22.8K | $918.2K | −2.7K | Reduced |
| 8 | Fsr Wealth Management Ltd. | 19.6K | $787.8K | −598 | Reduced |
| 9 | Goldman Sachs Group Inc | 18.3K | $738.4K | +18.3K | New |
| 10 | Outlook Wealth Advisors, LLC | 17.1K | $687.8K | +8.4K | Added |
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