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Positions at 2026-06-30

Each row is a manager's filed position. Originals and amendments stay separate; these rows must not be added into a total ownership percentage.

CIFRStockCREATIVE FINANCIAL DESIGNS INC /ADVDiscretion: SOLE290$7.1K13F-HR filed 2026-07-28Original report
CIFRCOMRialto Wealth Management, LLCDiscretion: SOLE283$6.9K13F-HR filed 2026-08-11Original report
CIFRCOMInvesco Ltd.Shared report manager reference 1,20272$6.7K13F-HR filed 2026-08-14Original report
CIFRCOMAQR CAPITAL MANAGEMENT LLCShared report manager reference 8271$6.6K13F-HR filed 2026-08-14Original report
CIFRCOMThree Bearings Fiduciary Advisors, Inc.Discretion: SOLE268$6.6K13F-HR filed 2026-07-09Original report
CIFRCOMMarex Group LtdDiscretion: DFND267$6.5K13F-HR filed 2026-08-14Original report
CIFRCOMFRANKLIN RESOURCES INCShared report manager reference 7242$5.9K13F-HR filed 2026-08-13Original report
CIFRCOMBasecamp Wealth Advisors LLCShared report manager reference 0237$5.8K13F-HR filed 2026-08-14Original report
CIFRCOMDogwood Wealth Management LLCDiscretion: SOLE206$5K13F-HR filed 2026-07-06Original report
CIFRCOMPNC Financial Services Group, Inc.Shared report manager reference 1202$4.9K13F-HR filed 2026-08-07Original report
CIFRCOMPNC Financial Services Group, Inc.Shared report manager reference 1202$4.9K13F-HR filed 2026-08-07Original report
CIFRCOMPIN OAK INVESTMENT ADVISORS INCDiscretion: SOLE200$513F-HR/A filed 2026-08-18Amendment 1: RESTATEMENT
CIFRCOMAE Wealth Management LLCShared report manager reference 32180$4.4K13F-HR filed 2026-08-03Original report
CIFRCOMWELLS FARGO & COMPANY/MNShared report manager reference 48167$4.1K13F-HR filed 2026-08-14Original report
CIFRCOMARMSTRONG ADVISORY GROUP, INCDiscretion: SOLE160$3.9K13F-HR filed 2026-07-13Original report
CIFRCOMAtlantic Union Bankshares CorpShared report manager reference 3150$3.7K13F-HR filed 2026-08-11Original report
CIFRCOMTruvestments Capital LLCDiscretion: SOLE150$3.7K13F-HR filed 2026-08-12Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 38136$3.3K13F-HR filed 2026-08-03Original report
CIFRCOMASSETMARK, INCDiscretion: SOLE122$3K13F-HR filed 2026-07-30Original report
CIFRCOMKERR FINANCIAL PLANNING CorpDiscretion: SOLE122$3K13F-HR filed 2026-07-02Original report
CIFRCOMAQR CAPITAL MANAGEMENT LLCShared report manager reference 12109$2.7K13F-HR filed 2026-08-14Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 79106$2.6K13F-HR filed 2026-08-03Original report
CIFRCOMCoppell Advisory Solutions LLCDiscretion: SOLE100$386.7K13F-HR filed 2026-08-14Original report
CIFRCOMMON STOCKHUNTINGTON NATIONAL BANKDiscretion: DFND100$2.5K13F-HR filed 2026-08-13Original report
CIFRCOMKings Path Partners LLCDiscretion: SOLE100$2.5K13F-HR filed 2026-07-14Original report
CIFRCOMNORTHWESTERN MUTUAL WEALTH MANAGEMENT CODiscretion: DFND100$2.5K13F-HR filed 2026-08-12Original report
CIFRCOMVISION FINANCIAL MARKETS LLCDiscretion: SOLE100$2.3K13F-HR filed 2026-07-24Original report
CIFRCOMY.D. More Investments LtdShared report manager reference 3100$2.5K13F-HR filed 2026-08-05Original report
CIFRCOMM&T Bank CorpShared report manager reference 3,797$2.4K13F-HR filed 2026-08-04Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 7295$2.3K13F-HR filed 2026-08-03Original report
CIFRCommon / Ordinary StockMassMutual Private Wealth & Trust, FSBDiscretion: SOLE92$2.3K13F-HR filed 2026-07-02Original report
CIFRStockEverSource Wealth Advisors, LLCDiscretion: SOLE87$2.1K13F-HR filed 2026-07-24Original report
CIFRCOMAvion WealthDiscretion: SOLE85$213F-HR filed 2026-07-31Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 6677$1.9K13F-HR filed 2026-08-03Original report
CIFRStockRoxbury Financial LLCShared report manager reference 076$1.9K13F-HR filed 2026-07-01Original report
CIFRCOMSpire Wealth ManagementShared report manager reference 075$1.8K13F-HR filed 2026-07-15Original report
CIFRCOMTFC Financial Management, Inc.Discretion: SOLE73$1.8K13F-HR filed 2026-07-23Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 6168$1.7K13F-HR filed 2026-08-03Original report
CIFRCOMBank of New York Mellon CorpShared report manager reference 4,1565$1.6K13F-HR filed 2026-08-06Original report
CIFRCOMAQR CAPITAL MANAGEMENT LLCShared report manager reference 162$1.5K13F-HR filed 2026-08-14Original report
CIFRStockBLUE BELL PRIVATE WEALTH MANAGEMENT, LLCDiscretion: SOLE60$1.5K13F-HR filed 2026-08-06Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 258$1.4K13F-HR filed 2026-08-03Original report
CIFRCOMAdvisory Services Network, LLCShared report manager reference 7158$1.4K13F-HR filed 2026-08-12Original report
CIFRCOMSEI INVESTMENTS COShared report manager reference 158$1.4K13F-HR filed 2026-08-14Original report
CIFRCOMClearstead Advisors, LLCShared report manager reference Clearstead57$1.4K13F-HR filed 2026-08-06Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 756$1.4K13F-HR filed 2026-08-03Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 5050$1.2K13F-HR filed 2026-08-03Original report
CIFRCOMTRUIST FINANCIAL CORPShared report manager reference 1250$1.2K13F-HR filed 2026-07-28Original report
CIFRCOMAE Wealth Management LLCShared report manager reference 5445$1.1K13F-HR filed 2026-08-03Original report
CIFRCOMRitter Daniher Financial Advisory LLC / DEDiscretion: SOLE42$1K13F-HR filed 2026-07-14Original report

Coverage and interpretation

Holdings date: 2026-06-30. Imported 2026-09-24 from the SEC bulk archive (01jun2026-31aug2026_form13f.zip). Exact reviewed common-share identifiers cover 13 of 18 miners. Unmapped: DMGGF, ARBK, VIP, DGXX, BGDE. The archive contains filings received in its named months, including corrections to earlier quarters; this view keeps only the displayed holdings date.

Values are the dollars managers reported at quarter end. Options, principal amounts and identified warrants or debt are excluded. No claim is made that every manager or security is covered. Confidential positions, filings after this archive, mistaken identifiers and uncovered securities can be absent. A missing row is not a zero position.

An amendment may restate a report or add entries. This view preserves the amendment type and original rows without resolving them into current holdings. Shared-discretion rows can overlap between managers. Do not sum these rows or infer ownership percentages, flows or investment recommendations.

SEC dataset documentation; site methodology. Open any filing for its full report and information table.