CUSIP 210322772TRUESHARES NOVNOVZQ4 2025
Aggregate 13F value by quarter
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15 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 181.6K | $7.97M | −6.4K | Reduced |
| 2 | Valtinson Bruner Financial Planning LLC | 69.4K | $3.04M | −1.9K | Reduced |
| 3 | Elevated Capital Advisors, LLC | 13.0K | $570.5K | −507 | Reduced |
| 4 | Osaic Holdings, Inc. | 12.0K | $525.0K |
| +300 |
| Added |
| 5 | Blue Bell Private Wealth Management, LLC | 1.6K | $68.4K | +1.6K | New |
| 6 | Ae Wealth Management LLC | 879 | $38.6K | −387 | Reduced |
| 7 | Kestra Advisory Services, LLC | 581 | $25.5K | +581 | New |
| 8 | Arax Advisory Partners | 370 | $16.2K | 0 | Held |
| 9 | Dhjj Financial Advisors, Ltd. | 222 | $9.7K | 0 | Held |
| 10 | Capital Investment Advisory Services, LLC | 181 | $7.9K | +181 | New |
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