First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
Heritage Wealth AdvisorsCIK 0001591122 | 29,655 | $17.94K | +3,671 | ↑ INC |
Ascentis Independent AdvisorsCIK 0001845003 | 2,000 | $1.21K | +2,000 | NEW |
First Command Advisory Services, Inc.CIK 0001727336 | 40 | $24.00 | +40 | NEW |
LVM CAPITAL MANAGEMENT LTD/MICIK 0001053054 | 25,000 | $15.00 | – | no_change |
Archer Investment CorpCIK 0001803804 | 15 | $9.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Heritage Wealth Advisors↑ INC | +3,671 | $17.94K |
Ascentis Independent AdvisorsNEW | +2,000 | $1.21K |
First Command Advisory Services, Inc.NEW | +40 | $24.00 |