CUSIP 886364637FOLIOBEYOND ALTERISRQ4 2025
3 filings · latest Apr 25, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Family Investment Center, Inc. | 904.0K | $32.65M |
| 2 | Reliant Wealth Planning | 441.4K | $15.94M |
| 3 | Wealth Enhancement Advisory Services, LLC | 272.3K | $9.88M |
| 4 | Truist Financial Corp | 202.0K | $7.29M |
| 5 | Smart Money Group LLC | 147.1K | $5.31M |
| 6 | J.W. Cole Advisors, Inc. | 142.8K | $5.15M |
| 7 | Envestnet Asset Management Inc | 107.8K | $3.89M |
| 8 | One Plus One Wealth Management, LLC | 104.0K | $3.75M |
| 9 |
| Harbor Investment Advisory, LLC |
| 98.3K |
| $3.55M |
| 10 | Private Wealth Asset Management, LLC | 97.9K | $3.54M |