HEARTBEAM INC

Ticker: BEAT CUSIP: 42238H108 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (12)

Activest Wealth Management
Value ($000) $61 Shares 25,500
INSIGNEO ADVISORY SERVICES, LLC
Value ($000) $74 Shares 30,645
Clarity Financial LLC
Value ($000) $25 Shares 10,504
B. Riley Wealth Advisors, Inc.
Value ($000) $36 Shares 15,000
JANE STREET GROUP, LLC
Value ($000) $55 Shares 22,827
TRUIST FINANCIAL CORP
Value ($000) $36 Shares 15,000
HB Wealth Management, LLC
Value ($000) $24 Shares 10,000
CIBC Private Wealth Group, LLC
Value ($000) $26 Shares 10,631
Abound Wealth Management
Value ($000) $4 Shares 1,600
ROYAL BANK OF CANADA
Value ($000) $7 Shares 3,000
Litman Gregory Wealth Management LLC
Value ($000) $1 Shares 400
Virtu Financial LLC
Value ($000) $0 Shares 29,322

Increased Positions (11)

Spectrum Asset Management, Inc. (NB/CA)
Value ($000) $227 (+84.6%) Shares 94,400 (+26.9%)
BlackRock, Inc.
Value ($000) $2,141 (+1341.2%) Shares 892,165 (+890.8%)
RITHOLTZ WEALTH MANAGEMENT
Value ($000) $500 (+117.6%) Shares 208,191 (+49.6%)
D'Orazio & Associates, Inc.
Value ($000) $118 (+116.0%) Shares 48,987 (+48.5%)
UBS Group AG
Value ($000) $1,089 (+242.7%) Shares 453,719 (+135.6%)
STATE STREET CORP
Value ($000) $301 (+132.9%) Shares 125,473 (+60.1%)
Sigma Planning Corp
Value ($000) $148 (+111.5%) Shares 61,650 (+45.4%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $245 (+68.6%) Shares 102,050 (+15.9%)
GEODE CAPITAL MANAGEMENT, LLC
Value ($000) $734 (+51.5%) Shares 305,740 (+4.1%)
NORTHERN TRUST CORP
Value ($000) $140 (+70.9%) Shares 58,164 (+17.5%)
BANK OF AMERICA CORP /DE/
Value ($000) $0 (+161.5%) Shares 57 (+83.9%)

Decreased Positions (5)

STIFEL FINANCIAL CORP
Value ($000) $122 (-25.8%) Shares 51,000 (-49.0%)
VANGUARD GROUP INC
Value ($000) $2,602 (+41.0%) Shares 1,084,210 (-3.1%)
Cannon Financial Strategists, Inc.
Value ($000) $175 (+34.5%) Shares 72,788 (-7.6%)
MORGAN STANLEY
Value ($000) $148 (+26.9%) Shares 61,632 (-12.7%)
CITIGROUP INC
Value ($000) $0 (-100.0%) Shares 1 (-100.0%)

Exited Positions (8)

bLong Financial, LLC
Value ($000) $17 Shares 10,000
SMART Wealth LLC
Value ($000) $20 Shares 12,000
GOLDMAN SACHS GROUP INC
Value ($000) $62 Shares 37,752
XTX Topco Ltd
Value ($000) $28 Shares 16,927
LPL Financial LLC
Value ($000) $26 Shares 16,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Value ($000) $24 Shares 14,543
Tower Research Capital LLC (TRC)
Value ($000) $2 Shares 1,288
BESSEMER GROUP INC
Value ($000) $0 Shares 15,200