| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 1.8% | -83% | $2,918,685 | -$22,296,215 | 61,446 | -88% | Brookstone Capital Management, LLC | 30 Nov 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Brookstone Capital Management | 18% | 611,231 | +2.4% | 0.34% | $28,880,665 |
| Penserra Capital Management LLC | 12% | 395,153 | +1.2% | 0.22% | $18,670,000 |
| OSAIC HOLDINGS, INC. | 6.1% | 205,993 | -6.2% | 0.01% | $9,587,487 |
| Berkshire Money Management, Inc. | 4.2% | 141,367 | -62% | 0.69% | $6,679,591 |
| ENVESTNET ASSET MANAGEMENT INC | 2.8% | 93,454 | -3.1% | 0% | $4,415,702 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.6% | 89,204 | -12% | 0.01% | $4,215,000 |
| HighTower Advisors, LLC | 2.3% | 76,226 | -0.25% | 0% | $3,601,679 |
| Bellwether Advisors, LLC | 2% | 68,241 | 0% | 0.53% | $3,224,387 |
| Cetera Investment Advisers | 2% | 67,291 | -2.2% | 0% | $3,179,533 |
| Valtinson Bruner Financial Planning LLC | 1.6% | 55,121 | -0.1% | 0.77% | $2,604,467 |
| Cerity Partners LLC | 1.6% | 54,757 | +3.7% | 0% | $2,587,268 |
| MML INVESTORS SERVICES, LLC | 1.4% | 48,629 | -16% | 0.01% | $2,297,720 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4% | 45,699 | 0% | $2,159,278 | |
| OLD MISSION CAPITAL LLC | 1.3% | 43,914 | +587% | 0.07% | $2,074,936 |
| Fragasso Financial Advisors Inc | 1.3% | 42,946 | -1.3% | 0.13% | $2,032,205 |
| PCA Investment Advisory Services Inc. | 1.1% | 37,413 | 0% | 0.65% | $1,767,764 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.1% | 37,177 | -3.3% | 0.27% | $1,756,613 |
| FSA Advisors, Inc. | 1% | 34,808 | -2.2% | 1.3% | $1,644,678 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 0.98% | 33,162 | +7% | 0.42% | $1,566,905 |
| DHJJ Financial Advisors, Ltd. | 0.98% | 33,128 | -0.8% | 0.53% | $1,565,298 |
| RAYMOND JAMES FINANCIAL INC | 0.97% | 32,917 | -56% | 0% | $1,555,328 |
| Beacon Pointe Advisors, LLC | 0.96% | 32,381 | -33% | 0.01% | $1,530,003 |
| LPL Financial LLC | 0.92% | 31,212 | +25% | 0% | $1,474,767 |
| Chris Bulman Inc | 0.81% | 27,468 | -1.8% | 0.65% | $1,297,863 |
| Kestra Advisory Services, LLC | 0.8% | 27,030 | -34% | 0.01% | $1,277,168 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 41,807 | $2,034,538 | -$614,226 | $48.66 | 1 |
| 2025 Q3 | 2,835,358 | $133,830,116 | -$86,208,446 | $47.25 | 84 |
| 2025 Q2 | 4,762,069 | $212,640,546 | +$74,035,744 | $44.65 | 91 |
| 2025 Q1 | 3,099,641 | $128,737,325 | +$48,430,200 | $41.53 | 88 |
| 2024 Q4 | 1,946,048 | $83,672,750 | -$6,525,313 | $43.07 | 77 |
| 2024 Q3 | 2,099,666 | $88,067,291 | -$85,088,176 | $41.96 | 84 |
| 2024 Q2 | 4,120,787 | $167,487,636 | -$11,913,627 | $40.64 | 85 |
| 2024 Q1 | 4,382,614 | $172,133,419 | +$109,455,413 | $39.28 | 85 |
| 2023 Q4 | 1,604,219 | $58,770,780 | -$13,441,826 | $36.63 | 75 |
| 2023 Q3 | 1,962,293 | $65,365,923 | -$20,510,119 | $33.32 | 73 |
| 2023 Q2 | 2,577,488 | $88,033,391 | -$1,611,667 | $34.17 | 75 |
| 2023 Q1 | 2,602,293 | $83,284,753 | +$42,174,092 | $31.99 | 77 |
| 2022 Q4 | 1,343,352 | $40,308,655 | -$10,827,088 | $29.94 | 48 |
| 2022 Q3 | 2,770,062 | $77,325,554 | -$3,807,152 | $27.91 | 50 |
| 2022 Q2 | 2,939,672 | $84,426,720 | +$4,940,044 | $28.66 | 53 |
| 2022 Q1 | 2,675,259 | $86,338,389 | +$50,207,861 | $32.37 | 48 |
| 2021 Q4 | 1,191,382 | $38,250,659 | -$20,612,240 | $32.11 | 38 |
| 2021 Q3 | 1,811,410 | $56,007,763 | +$2,545,967 | $30.80 | 39 |
| 2021 Q2 | 1,728,768 | $53,061,760 | -$245,390 | $30.63 | 41 |
| 2021 Q1 | 1,728,361 | $50,476,832 | +$31,444,394 | $29.05 | 41 |
| 2020 Q4 | 645,986 | $17,572,601 | +$1,455,109 | $27.20 | 29 |
| 2020 Q3 | 540,155 | $13,708,696 | +$1,884,369 | $25.39 | 20 |
| 2020 Q2 | 560,683 | $13,455,981 | -$17,859,879 | $23.97 | 19 |
| 2020 Q1 | 1,307,186 | $28,020,000 | +$24,200,490 | $20.90 | 21 |
| 2019 Q4 | 158,965 | $3,529,000 | $0 | $22.20 | 1 |