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Disclosery

BLES NORTHERN LTS FD TR IV

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INSPIRE GBL HOPE (fund)

59 managers (61 13F filers) reported a position in BLES shares at 2024-12-31, 2,128,076 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
59
13F filers
61
New
7
Added
21
Reduced
15
Sold out
7
Shares held by filers
2,128,076

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CREATIVE FINANCIAL DESIGNS INC /ADV343,476$12.7M1.03%+16,46413F-HRTimeline
Legacy Wealth Asset Management, LLC157,075$5.81M1.58%+1,56913F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding142,374$5.27M+27,313Timeline
CWM, LLCin group CWM, LLC142,008$5.25M0.02%-6,07713F-HRTimelineGroup
LPL Financial LLC137,116$5.07M<0.01%+1,02113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …122,612$4.54M0.39%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG110,514$4.09M<0.01%+7,63213F-HRTimelineGroup
Atria Investments, Inc88,455$3.27M0.04%+1,89213F-HRTimeline
AlphaStar Capital Management, LLC83,124$3.07M0.32%-61613F-HRTimeline
Frontier Asset Management, LLC73,196$2.71M0.89%-10,49313F-HRTimeline
Belpointe Asset Management LLC56,241$2.19M0.13%+60613F-HRTimeline
Financial Advocates Investment Manageme…53,636$1.98M0.11%-66213F-HRTimeline
World Investment Advisors50,068$1.85M0.05%new13F-HRTimeline
Range Financial Group LLC42,231$1.56M0.72%-2,28813F-HRTimeline
Keel Point, LLC42,098$1.56M0.12%-5,99013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding42,057$1.56M+23Timeline
Strategic Blueprint, LLC37,325$1.38M0.08%-7,01413F-HRTimeline
Sowell Financial Services LLC30,355$1.12M0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…27,610$1.02M<0.01%-5,17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,524$907K<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers18,949$701K<0.01%+1,89613F-HRTimeline
Ridgeline Wealth, LLC18,931$700K0.57%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,930$700K<0.01%+14713F-HRTimelineGroup
Christian Investment Advisors, Inc.18,810$696K0.5%13F-HRTimeline
Independent Advisor Alliance17,824$659K0.01%new13F-HRTimeline
AMARILLO NATIONAL BANK17,644$653K0.12%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,797$584K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,651$579K0.03%-5,85313F-HRTimelineGroup
Harvest Investment Services, LLC13,931$515K0.13%-56413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,363$494K<0.01%+15813F-HRTimeline
SageOak Financial, LLC13,209$489K0.45%13F-HRTimeline
VICUS CAPITAL12,461$461K0.04%+58813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,890$405K0.04%+1813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,270$380K<0.01%+19913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,811$327K<0.01%+19813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,238$268K0.01%+27713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,075$262K<0.01%+17413F-HRTimeline
HOWE & RUSLING INC6,522$241K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,932$219K0.07%-12213F-HRTimeline
Swisher Financial Concepts, Inc.5,890$218K0.26%013F-HRTimeline
HHM Wealth Advisors, LLC5,225$193K0.03%+44513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,336$160K<0.01%+2513F-HRTimelineGroup
Kiker Wealth Management, LLC4,191$155K0.13%13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,059$76.2K<0.01%-3813F-HRTimeline
Geneos Wealth Management Inc.1,489$55.1K<0.01%013F-HRTimeline
AE Wealth Management LLC1,285$47.5K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,000$37K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT897$33.2K<0.01%013F-HRTimeline
Continuum Advisory, LLC753$27.9K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN720$26.6K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC703$26K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC658$24.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC456$16.9K<0.01%+313F-HRTimeline
PRIVATE TRUST CO NA400$14.8K<0.01%013F-HRTimeline
Winch Advisory Services, LLC233$8.61K<0.01%+213F-HRTimeline
IFP Advisors, Inc113$4.18K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…75$2.77K<0.01%-6013F-HRTimelineGroup
FMR LLCin group FMR LLC25$929<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.