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Listed FD TR

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
INCREASED
Shares199,747 from 97,617
Change+102,130 (+105%)
Value$6.5M (+$3.6M)
Filed 2025-07-29
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares63,033 from 66,719
Change-3,686 (-6%)
Value$2.1M (+$41.9K)
Filed 2025-07-30
Weaver Consulting Group
INCREASED
Shares55,517 from 55,504
Change+13 (+0%)
Value$1.8M (+$135.7K)
Filed 2025-08-12
Elevated Capital Advisors, LLC
UNCHANGED
Shares19,154 from 19,154
Change0 (0%)
Value$580.8K ($0)
Filed 2025-07-15
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$45.3K (+$3.4K)
Filed 2025-08-08
AE Wealth Management LLC
DECREASED
Shares1,354 from 149,003
Change-147,649 (-99%)
Value$44.4K (-$4.5M)
Filed 2025-08-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$11.8K (+$878)
Filed 2025-07-21
Harbour Investments, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.8K (+$731)
Filed 2025-07-28
JPMorgan Chase & Co
NEW
Shares23
Change+23
Value$753
Filed 2025-08-12
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 50,265
Change-50,265 (-100%)
Value$0 (-$1.5M)
Filed 2025-07-16
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 27,066
Change-27,066 (-100%)
Value$0 (-$820.7K)
Filed 2025-07-18
Howard Bailey Securities, LLC
CLOSED
Shares0 from 14,460
Change-14,460 (-100%)
Value$0 (-$438.5K)
Filed 2026-02-27
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 9,996
Change-9,996 (-100%)
Value$0 (-$303.1K)
Filed 2025-08-04
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 559
Change-559 (-100%)
Value$0 (-$17.0K)
Filed 2025-10-20
Transce3nd, LLC
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$16.0K)
Filed 2025-08-13
Lord & Richards Wealth Management, LLC
CLOSED
Shares0 from 504
Change-504 (-100%)
Value$0 (-$15.3K)
Filed 2025-08-05
Capital A Wealth Management, LLC
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$4.9K)
Filed 2025-09-26
Pineridge Advisors LLC
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$4.1K)
Filed 2025-08-11
Decker Retirement Planning Inc.
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$2.1K)
Filed 2025-08-06
Richard W. Paul & Associates, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$792)
Filed 2025-08-12
CWM, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2025-07-25
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Park Square Financial Group, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Status
TrueMark Investments, LLC
INCREASED199,74797,617+102,130+105%$3.0M$6.5M+$3.6M2025-07-29
Mid-American Wealth Advisory Group, Inc.
DECREASED63,03366,719-3,686-6%$2.0M$2.1M+$41.9K2025-07-30
Weaver Consulting Group
INCREASED55,51755,504+13+0%$1.7M$1.8M+$135.7K2025-08-12
Elevated Capital Advisors, LLC
UNCHANGED19,15419,15400%$580.8K$580.8K$02025-07-15
Capital Investment Advisory Services, LLC
UNCHANGED1,3811,38100%$41.9K$45.3K+$3.4K2025-08-08
AE Wealth Management LLC
DECREASED1,354149,003-147,649-99%$4.5M$44.4K-$4.5M2025-08-06
Dhjj Financial Advisors, Ltd.
UNCHANGED36036000%$10.9K$11.8K+$8782025-07-21
Harbour Investments, Inc.
UNCHANGED30030000%$9.1K$9.8K+$7312025-07-28
JPMorgan Chase & Co
NEW23—+23——$753—2025-08-12
Lloyd Advisory Services, Llc.
CLOSED050,265-50,265-100%$1.5M$0-$1.5M2025-07-16
B.O.S.S. Retirement Advisors, LLC
CLOSED027,066-27,066-100%$820.7K$0-$820.7K2025-07-18
Howard Bailey Securities, LLC
CLOSED014,460-14,460-100%$438.5K$0-$438.5K2026-02-27
Great Lakes Retirement, Inc.
CLOSED09,996-9,996-100%$303.1K$0-$303.1K2025-08-04
Quest 10 Wealth Builders, Inc.
CLOSED0559-559-100%$17.0K$0-$17.0K2025-10-20
Transce3nd, LLC
CLOSED0527-527-100%$16.0K$0-$16.0K2025-08-13
Lord & Richards Wealth Management, LLC
CLOSED0504-504-100%$15.3K$0-$15.3K2025-08-05
Capital A Wealth Management, LLC
CLOSED0161-161-100%$4.9K$0-$4.9K2025-09-26
Pineridge Advisors LLC
CLOSED0137-137-100%$4.1K$0-$4.1K2025-08-11
Decker Retirement Planning Inc.
CLOSED069-69-100%$2.1K$0-$2.1K2025-08-06
Richard W. Paul & Associates, LLC
CLOSED026-26-100%$792$0-$7922025-08-12
CWM, LLC
CLOSED06-6-100%$0$0$02025-07-25
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Park Square Financial Group, LLC
N/A—297-297-100%$9.0K———
Showing 23 of 23 institutions