| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Monaco Donald P | 17% | $4,962,567 | 1,474,760 | Donald Monaco | 31 Dec 2024 | |||
| KERBY WILLIAM | 15% | $4,192,766 | 1,245,993 | William Kerby | 26 Mar 2025 | |||
| Alumni Capital LP | 10% | $3,200,901 | 891,616 | Alumni Capital LP | 19 Sep 2024 | |||
| Jiang David T | 10% | $34.93 | 10 | David Jiang | 14 Jul 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 35435% | 35,435 | +30% | 0% | $117,821 |
| GEODE CAPITAL MANAGEMENT, LLC | 32766% | 32,766 | +138% | 0% | $110,748 |
| VANGUARD GROUP INC | 29801% | 29,801 | 0% | $100,727 | |
| Kera Capital Partners, Inc. | 10000% | 10,000 | 0% | $33,250 | |
| Tower Research Capital LLC (TRC) | 689% | 689 | +333% | 0% | $2,291 |
| GROUP ONE TRADING LLC | 47% | 47 | 0% | 0% | $159 |
| BANK OF AMERICA CORP /DE/ | 38% | 38 | +217% | 0% | $126 |
| Physician Wealth Advisors, Inc. | 20% | 20 | 0% | 0% | $67 |
| Wealth Preservation Advisors, LLC | 15% | 15 | 0% | 0% | $50 |
| FMR LLC | 15% | 15 | 0% | $51 | |
| Arax Advisory Partners | 6% | 6 | 0% | $19 | |
| HARBOUR INVESTMENTS, INC. | 3% | 3 | 0% | 0% | $10 |
| SBI Securities Co., Ltd. | 2% | 2 | -60% | 0% | $7 |
| WELLS FARGO & COMPANY/MN | 1% | 1 | 0% | $3 | |
| RAYMOND JAMES FINANCIAL INC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 108,838 | $365,329 | +$227,250 | 333.33% | 14 |
| 2025 Q2 | 41,298 | $145,926 | +$91,219 | 356.22% | 10 |
| 2025 Q1 | 15,319 | $87,164 | +$83,631 | 568.95% | 12 |
| 2024 Q4 | 609 | $3,673 | -$35,365 | 603% | 7 |
| 2024 Q3 | 7,132 | $23,008 | +$6,609 | 324% | 9 |
| 2024 Q2 | 5,092 | $10,133 | +$4,292 | 199.2% | 7 |
| 2024 Q1 | 2,926 | $13,195 | -$81,245 | 451.1% | 6 |
| 2023 Q4 | 29,709 | $88,660 | +$39,655 | 300% | 9 |
| 2023 Q3 | 16,429 | $50,272 | +$50,272 | 305.99% | 7 |