Listed FDS TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Osaic Holdings, Inc.

DECREASED

Shares5,460 from 15,677

Change-10,217 (-65%)

Value$221.1K (-$403.6K)

Filed 2025-11-14

AE Wealth Management LLC

CLOSED

Shares0 from 1,069,348

Change-1,069,348 (-100%)

Value$0 (-$42.6M)

Filed 2025-11-03

Lloyd Advisory Services, Llc.

CLOSED

Shares0 from 181,042

Change-181,042 (-100%)

Value$0 (-$7.2M)

Filed 2025-10-30

TrueMark Investments, LLC

CLOSED

Shares0 from 176,709

Change-176,709 (-100%)

Value$0 (-$7.0M)

Filed 2025-10-30

B.O.S.S. Retirement Advisors, LLC

CLOSED

Shares0 from 92,769

Change-92,769 (-100%)

Value$0 (-$3.7M)

Filed 2025-11-05

Weaver Consulting Group

CLOSED

Shares0 from 69,275

Change-69,275 (-100%)

Value$0 (-$2.8M)

Filed 2025-11-12

Valtinson Bruner Financial Planning LLC

CLOSED

Shares0 from 52,896

Change-52,896 (-100%)

Value$0 (-$2.1M)

Filed 2025-11-04

Howard Bailey Securities, LLC

CLOSED

Shares0 from 50,888

Change-50,888 (-100%)

Value$0 (-$2.0M)

Filed 2026-02-27

Wellment Financial

CLOSED

Shares0 from 50,600

Change-50,600 (-100%)

Value$0 (-$2.0M)

Filed 2025-10-29

Smart Wealth LLC

CLOSED

Shares0 from 43,042

Change-43,042 (-100%)

Value$0 (-$1.7M)

Filed 2025-11-07

LifeWealth Investments, LLC

CLOSED

Shares0 from 31,089

Change-31,089 (-100%)

Value$0 (-$1.2M)

Filed 2026-01-26

FWG Investments, Llc.

CLOSED

Shares0 from 29,964

Change-29,964 (-100%)

Value$0 (-$1.2M)

Filed 2025-10-29

Great Lakes Retirement, Inc.

CLOSED

Shares0 from 29,853

Change-29,853 (-100%)

Value$0 (-$1.2M)

Filed 2025-11-12

FSA Advisors, Inc.

CLOSED

Shares0 from 12,472

Change-12,472 (-100%)

Value$0 (-$496.9K)

Filed 2025-11-12

Kingdom Financial Group Llc.

CLOSED

Shares0 from 12,432

Change-12,432 (-100%)

Value$0 (-$495.3K)

Filed 2025-10-30

Csenge Advisory Group

CLOSED

Shares0 from 12,224

Change-12,224 (-100%)

Value$0 (-$469.3K)

Filed 2025-10-28

Quest 10 Wealth Builders, Inc.

CLOSED

Shares0 from 11,604

Change-11,604 (-100%)

Value$0 (-$462.4K)

Filed 2025-10-20

Susquehanna International Group, LLP

CLOSED

Shares0 from 10,004

Change-10,004 (-100%)

Value$0 (-$398.6K)

Filed 2025-11-14

Outlook Wealth Advisors, LLC

CLOSED

Shares0 from 8,745

Change-8,745 (-100%)

Value$0 (-$348.4K)

Filed 2025-10-30

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 7,459

Change-7,459 (-100%)

Value$0 (-$297.2K)

Filed 2025-11-05

Dhjj Financial Advisors, Ltd.

CLOSED

Shares0 from 2,043

Change-2,043 (-100%)

Value$0 (-$81.4K)

Filed 2025-10-20

Transce3nd, LLC

CLOSED

Shares0 from 1,840

Change-1,840 (-100%)

Value$0 (-$73.3K)

Filed 2025-11-12

Harbour Investments, Inc.

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$43.8K)

Filed 2025-11-12

Decker Retirement Planning Inc.

CLOSED

Shares0 from 327

Change-327 (-100%)

Value$0 (-$13.0K)

Filed 2025-10-27

Richard W. Paul & Associates, LLC

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 (-$3.5K)

Filed 2025-11-13

Global Retirement Partners, LLC

CLOSED

Shares0 from 76

Change-76 (-100%)

Value$0 (-$3.0K)

Filed 2025-10-21

Pineridge Advisors LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$1.2K)

Filed 2025-11-04

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Osaic Holdings, Inc.	DECREASED	5,460	15,677	-10,217	-65%	$624.7K	$221.1K	-$403.6K	2025-11-14
AE Wealth Management LLC	CLOSED	0	1,069,348	-1,069,348	-100%	$42.6M	$0	-$42.6M	2025-11-03
Lloyd Advisory Services, Llc.	CLOSED	0	181,042	-181,042	-100%	$7.2M	$0	-$7.2M	2025-10-30
TrueMark Investments, LLC	CLOSED	0	176,709	-176,709	-100%	$7.0M	$0	-$7.0M	2025-10-30
B.O.S.S. Retirement Advisors, LLC	CLOSED	0	92,769	-92,769	-100%	$3.7M	$0	-$3.7M	2025-11-05
Weaver Consulting Group	CLOSED	0	69,275	-69,275	-100%	$2.8M	$0	-$2.8M	2025-11-12
Valtinson Bruner Financial Planning LLC	CLOSED	0	52,896	-52,896	-100%	$2.1M	$0	-$2.1M	2025-11-04
Howard Bailey Securities, LLC	CLOSED	0	50,888	-50,888	-100%	$2.0M	$0	-$2.0M	2026-02-27
Wellment Financial	CLOSED	0	50,600	-50,600	-100%	$2.0M	$0	-$2.0M	2025-10-29
Smart Wealth LLC	CLOSED	0	43,042	-43,042	-100%	$1.7M	$0	-$1.7M	2025-11-07
LifeWealth Investments, LLC	CLOSED	0	31,089	-31,089	-100%	$1.2M	$0	-$1.2M	2026-01-26
FWG Investments, Llc.	CLOSED	0	29,964	-29,964	-100%	$1.2M	$0	-$1.2M	2025-10-29
Great Lakes Retirement, Inc.	CLOSED	0	29,853	-29,853	-100%	$1.2M	$0	-$1.2M	2025-11-12
FSA Advisors, Inc.	CLOSED	0	12,472	-12,472	-100%	$496.9K	$0	-$496.9K	2025-11-12
Kingdom Financial Group Llc.	CLOSED	0	12,432	-12,432	-100%	$495.3K	$0	-$495.3K	2025-10-30
Csenge Advisory Group	CLOSED	0	12,224	-12,224	-100%	$469.3K	$0	-$469.3K	2025-10-28
Quest 10 Wealth Builders, Inc.	CLOSED	0	11,604	-11,604	-100%	$462.4K	$0	-$462.4K	2025-10-20
Susquehanna International Group, LLP	CLOSED	0	10,004	-10,004	-100%	$398.6K	$0	-$398.6K	2025-11-14
Outlook Wealth Advisors, LLC	CLOSED	0	8,745	-8,745	-100%	$348.4K	$0	-$348.4K	2025-10-30
Capital Investment Advisory Services, LLC	CLOSED	0	7,459	-7,459	-100%	$297.2K	$0	-$297.2K	2025-11-05
Dhjj Financial Advisors, Ltd.	CLOSED	0	2,043	-2,043	-100%	$81.4K	$0	-$81.4K	2025-10-20
Transce3nd, LLC	CLOSED	0	1,840	-1,840	-100%	$73.3K	$0	-$73.3K	2025-11-12
Harbour Investments, Inc.	CLOSED	0	1,100	-1,100	-100%	$43.8K	$0	-$43.8K	2025-11-12
Decker Retirement Planning Inc.	CLOSED	0	327	-327	-100%	$13.0K	$0	-$13.0K	2025-10-27
Richard W. Paul & Associates, LLC	CLOSED	0	87	-87	-100%	$3.5K	$0	-$3.5K	2025-11-13
Global Retirement Partners, LLC	CLOSED	0	76	-76	-100%	$3.0K	$0	-$3.0K	2025-10-21
Pineridge Advisors LLC	CLOSED	0	31	-31	-100%	$1.2K	$0	-$1.2K	2025-11-04
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 28 of 28 institutions