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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
Shares111,653 from 68,138
Change+43,515 (+64%)
Value$3.5M (+$1.5M)
Filed 2025-07-29
Weaver Consulting Group
DECREASED
Shares55,054 from 55,285
Change-231 (0%)
Value$1.7M (+$128.2K)
Filed 2025-08-12
Commonwealth Equity Services, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$630 (+$49)
Filed 2025-08-06
Capital Investment Advisory Services, LLC
UNCHANGED
Shares5,739 from 5,739
Change0 (0%)
Value$180.7K (+$14.1K)
Filed 2025-08-08
AE Wealth Management LLC
DECREASED
Shares304 from 78,903
Change-78,599 (-100%)
Value$9.6K (-$2.3M)
Filed 2025-08-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$6.6K (+$514)
Filed 2025-07-21
Wellment Financial
CLOSED
Shares0 from 12,206
Change-12,206 (-100%)
Value$0 (-$354.4K)
Filed 2025-07-31
Outlook Wealth Advisors, LLC
CLOSED
Shares0 from 10,797
Change-10,797 (-100%)
Value$0 (-$313.5K)
Filed 2025-08-11
Lord & Richards Wealth Management, LLC
CLOSED
Shares0 from 533
Change-533 (-100%)
Value$0 (-$15.5K)
Filed 2025-08-05
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$7.8K)
Filed 2025-10-20
Capital A Wealth Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$174)
Filed 2025-09-26
Transce3nd, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$58)
Filed 2025-08-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Park Square Financial Group, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Status
TrueMark Investments, LLC
INCREASED111,65368,138+43,515+64%$2.0M$3.5M+$1.5M2025-07-29
Weaver Consulting Group
DECREASED55,05455,285-2310%$1.6M$1.7M+$128.2K2025-08-12
Commonwealth Equity Services, LLC
UNCHANGED20,00020,00000%$581$630+$492025-08-06
Capital Investment Advisory Services, LLC
UNCHANGED5,7395,73900%$166.7K$180.7K+$14.1K2025-08-08
AE Wealth Management LLC
DECREASED30478,903-78,599-100%$2.3M$9.6K-$2.3M2025-08-06
Dhjj Financial Advisors, Ltd.
UNCHANGED21021000%$6.1K$6.6K+$5142025-07-21
Wellment Financial
CLOSED012,206-12,206-100%$354.4K$0-$354.4K2025-07-31
Outlook Wealth Advisors, LLC
CLOSED010,797-10,797-100%$313.5K$0-$313.5K2025-08-11
Lord & Richards Wealth Management, LLC
CLOSED0533-533-100%$15.5K$0-$15.5K2025-08-05
Quest 10 Wealth Builders, Inc.
CLOSED0267-267-100%$7.8K$0-$7.8K2025-10-20
Capital A Wealth Management, LLC
CLOSED06-6-100%$174$0-$1742025-09-26
Transce3nd, LLC
CLOSED02-2-100%$58$0-$582025-08-13
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Park Square Financial Group, LLC
N/A—117-117-100%$3.4K———
Showing 14 of 14 institutions