CUSIP 808515605MMNSWVXXQ4 2025
Aggregate 13F value by quarter
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17 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 49.94M | $49.94M | −1.97M | Reduced |
| 2 | Redwood Wealth Management Group, LLC | 20.42M | $20.42M | −1.41M | Reduced |
| 3 | Game Plan Financial Advisors, LLC | 10.57M | $10.57M | +4.78M | Added |
| 4 | Garton & Associates Financial Advisors LLC | 8.88M |
| $8.88M |
| +8.88M |
| New Position |
| 5 | Coastwise Capital Group, LLC | 6.75M | $6.75M | +6.75M | New |
| 6 | Kohmann Bosshard Financial Services, LLC | 5.99M | $5.97M | −403.3K | Reduced |
| 7 | Westside Investment Management, Inc. | 4.01M | $4.01M | −424.2K | Reduced |
| 8 | Financial Gravity Asset Management, Inc. | 1.63M | $1.63M | +86.6K | Added |
| 9 | Dale Q Rice Investment Management Ltd | 816.8K | $816.8K | −23.9K | Reduced |
| 10 | Ithaka Group LLC | 516.4K | $516.4K | +5.0K | Added |
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