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Listed FD TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
NEW
Shares62,156
Change+62,156
Value$2.9M
Filed 2025-10-29
IFP Advisors, Inc
DECREASED
Shares6,322 from 9,122
Change-2,800 (-31%)
Value$293.0K (-$103.5K)
Filed 2026-02-06
Osaic Holdings, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$123.6K (+$4.1K)
Filed 2025-11-14
Mid-American Wealth Advisory Group, Inc.
CLOSED
Shares0 from 104,634
Change-104,634 (-100%)
Value$0 (-$4.5M)
Filed 2025-10-20
AE Wealth Management LLC
CLOSED
Shares0 from 91,083
Change-91,083 (-100%)
Value$0 (-$4.0M)
Filed 2025-11-03
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 58,588
Change-58,588 (-100%)
Value$0 (-$2.5M)
Filed 2025-11-04
TrueMark Investments, LLC
CLOSED
Shares0 from 57,604
Change-57,604 (-100%)
Value$0 (-$2.5M)
Filed 2025-10-30
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 14,753
Change-14,753 (-100%)
Value$0 (-$591.7K)
Filed 2025-11-13
Weaver Consulting Group
CLOSED
Shares0 from 14,183
Change-14,183 (-100%)
Value$0 (-$616.5K)
Filed 2025-11-12
Insight 2811, Inc.
CLOSED
Shares0 from 9,904
Change-9,904 (-100%)
Value$0 (-$430.5K)
Filed 2025-11-06
Citadel Advisors LLC
CLOSED
Shares0 from 7,026
Change-7,026 (-100%)
Value$0 (-$305.4K)
Filed 2025-11-14
Wellment Financial
CLOSED
Shares0 from 6,505
Change-6,505 (-100%)
Value$0 (-$282.8K)
Filed 2025-10-29
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 6,259
Change-6,259 (-100%)
Value$0 (-$272.1K)
Filed 2025-11-05
Smart Wealth LLC
CLOSED
Shares0 from 5,850
Change-5,850 (-100%)
Value$0 (-$254.3K)
Filed 2025-11-07
FWG Investments, Llc.
CLOSED
Shares0 from 5,392
Change-5,392 (-100%)
Value$0 (-$234.4K)
Filed 2025-10-29
LPL Financial LLC
CLOSED
Shares0 from 5,065
Change-5,065 (-100%)
Value$0 (-$220.2K)
Filed 2025-11-12
JPMorgan Chase & Co
CLOSED
Shares0 from 4,426
Change-4,426 (-100%)
Value$0 (-$192.4K)
Filed 2025-11-26
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 1,641
Change-1,641 (-100%)
Value$0 (-$71.3K)
Filed 2025-10-20
UBS Group AG
CLOSED
Shares0 from 819
Change-819 (-100%)
Value$0 (-$35.6K)
Filed 2025-11-13
Harbour Investments, Inc.
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$8.3K)
Filed 2025-11-12
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$763)
Filed 2025-11-06
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$435)
Filed 2025-10-20
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$49)
Filed 2026-05-27
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Wealth Enhancement Advisory Services, LLC
NEW62,156—+62,156——$2.9M—2025-10-29
IFP Advisors, Inc
DECREASED6,3229,122-2,800-31%$396.5K$293.0K-$103.5K2026-02-06
Osaic Holdings, Inc.
UNCHANGED2,7502,75000%$119.5K$123.6K+$4.1K2025-11-14
Mid-American Wealth Advisory Group, Inc.
CLOSED0104,634-104,634-100%$4.5M$0-$4.5M2025-10-20
AE Wealth Management LLC
CLOSED091,083-91,083-100%$4.0M$0-$4.0M2025-11-03
Valtinson Bruner Financial Planning LLC
CLOSED058,588-58,588-100%$2.5M$0-$2.5M2025-11-04
TrueMark Investments, LLC
CLOSED057,604-57,604-100%$2.5M$0-$2.5M2025-10-30
Elevated Capital Advisors, LLC
CLOSED014,753-14,753-100%$591.7K$0-$591.7K2025-11-13
Weaver Consulting Group
CLOSED014,183-14,183-100%$616.5K$0-$616.5K2025-11-12
Insight 2811, Inc.
CLOSED09,904-9,904-100%$430.5K$0-$430.5K2025-11-06
Citadel Advisors LLC
CLOSED07,026-7,026-100%$305.4K$0-$305.4K2025-11-14
Wellment Financial
CLOSED06,505-6,505-100%$282.8K$0-$282.8K2025-10-29
Capital Investment Advisory Services, LLC
CLOSED06,259-6,259-100%$272.1K$0-$272.1K2025-11-05
Smart Wealth LLC
CLOSED05,850-5,850-100%$254.3K$0-$254.3K2025-11-07
FWG Investments, Llc.
CLOSED05,392-5,392-100%$234.4K$0-$234.4K2025-10-29
LPL Financial LLC
CLOSED05,065-5,065-100%$220.2K$0-$220.2K2025-11-12
JPMorgan Chase & Co
CLOSED04,426-4,426-100%$192.4K$0-$192.4K2025-11-26
Quest 10 Wealth Builders, Inc.
CLOSED01,641-1,641-100%$71.3K$0-$71.3K2025-10-20
UBS Group AG
CLOSED0819-819-100%$35.6K$0-$35.6K2025-11-13
Harbour Investments, Inc.
CLOSED0191-191-100%$8.3K$0-$8.3K2025-11-12
Ameritas Advisory Services, LLC
CLOSED018-18-100%$763$0-$7632025-11-06
Dhjj Financial Advisors, Ltd.
CLOSED010-10-100%$435$0-$4352025-10-20
Morgan Stanley
CLOSED01-1-100%$49$0-$492026-05-27
Proequities, Inc.
N/A—00—$0———
Showing 24 of 24 institutions