Managed by Base Wealth Management Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
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| 5 | P PDI — | $12.8M | 478.6K | 0.00% | — |
| 6 | H | $12.5M | 65.3K | 0.00% | — |
| 7 | H | $12.5M | 65.3K | 0.00% | — |
| 8 | C | $12.3M | 368.2K | 0.00% | — |
| 9 | C | $12M | 340.5K | 0.00% | — |
| 10 | P PDI — | $11.4M | 424.8K | 0.00% | — |
| 11 | C | $11.3M | 324.0K | 0.00% | — |
| 12 | C | $11.2M | 362.4K | 0.00% | — |
| 13 | V VGES — | $10.9M | 89.8K | 0.00% | — |
| 14 | V VYLD — | $10.6M | 169.0K | 0.00% | — |
| 15 | V VGES — | $10.3M | 85.2K | 0.00% | — |
| 16 | P PDI — | $10.2M | 384.0K | 0.00% | — |
| 17 | Q QQQ — | $10.1M | 16.9K | 0.00% | — |
| 18 | H | $9.9M | 65.3K | 0.00% | — |
| 19 | H | $9.7M | 65.3K | 0.00% | — |
| 20 | B BEN — | $9.6M | 341.9K | 0.00% | — |