HEARTBEAM INC

Ticker: BEAT CUSIP: 42238H108 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
VANGUARD GROUP INC1,084,210$2,602
BlackRock, Inc.892,165$2,141
UBS Group AG453,719$1,089
Smith, Salley & Associates367,647$882
GEODE CAPITAL MANAGEMENT, LLC305,740$734
RITHOLTZ WEALTH MANAGEMENT208,191$500
KESTRA PRIVATE WEALTH SERVICES, LLC175,189$420
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139,182$334
STATE STREET CORP125,473$301
RAYMOND JAMES FINANCIAL INC102,050$245
Spectrum Asset Management, Inc. (NB/CA)94,400$227
Cannon Financial Strategists, Inc.72,788$175
Sigma Planning Corp61,650$148
MORGAN STANLEY61,632$148
NORTHERN TRUST CORP58,164$140
STIFEL FINANCIAL CORP51,000$122
ADVISORY RESEARCH INC50,000$120
D'Orazio & Associates, Inc.48,987$118
INSIGNEO ADVISORY SERVICES, LLC30,645$74
Virtu Financial LLC29,322$0
Activest Wealth Management25,500$61
JANE STREET GROUP, LLC22,827$55
TRUIST FINANCIAL CORP15,000$36
B. Riley Wealth Advisors, Inc.15,000$36
Steward Partners Investment Advisory, LLC11,000$26
CIBC Private Wealth Group, LLC10,631$26
Clarity Financial LLC10,504$25
Texas Capital Bank Wealth Management Services Inc10,000$24
HB Wealth Management, LLC10,000$24
HARBOUR INVESTMENTS, INC.9,250$22
ROYAL BANK OF CANADA3,000$7
Ronald Blue Trust, Inc.1,928$5
Abound Wealth Management1,600$4
Larson Financial Group LLC1,250$3
WELLS FARGO & COMPANY/MN1,000$2
OSAIC HOLDINGS, INC.1,000$2
NewEdge Advisors, LLC1,000$2
JPMORGAN CHASE & CO500$1
Litman Gregory Wealth Management LLC400$1
BANK OF AMERICA CORP /DE/57$0
CITIGROUP INC1$0
Total (41 institutions)4,563,602$10,882