CUSIP 210322780TRUESHARES OCTOCTZQ4 2025
Aggregate 13F value by quarter
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19 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 191.9K | $8.17M | +6.7K | Added |
| 2 | Ae Wealth Management LLC | 104.9K | $4.46M | +103.8K | Added |
| 3 | Authentikos Wealth Advisory, LLC | 48.3K | $2.05M | −1.7K | Reduced |
| 4 | Lloyd Advisory Services, LLC. | 38.0K | $1.62M |
| +38.0K |
| New |
| 5 | Old Mission Capital LLC | 13.9K | $591.1K | +13.9K | New |
| 6 | B.O.S.S. Retirement Advisors, LLC | 11.8K | $503.9K | +11.8K | New |
| 7 | Howard Bailey Securities, LLC | 10.3K | $440.0K | +10.3K | New |
| 8 | Great Lakes Retirement, Inc. | 6.1K | $259.8K | +6.1K | New |
| 9 | Aptus Capital Advisors, LLC | 5.5K | $234.0K | 0 | Held |
| 10 | Retirement Planning Group, LLC | 5.5K | $233.5K | −12 | Reduced |
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