Filing Research | ACTU - ACTUATE THERAPEUTICS INCORPORATED Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Gleason Group, Inc.	Shares	19.0KSH	$29.1K
2	Apollon Wealth Management, LLC	Shares	14.0KSH	$21.4K
3	ACT Advisors, LLC.	Shares	12.9KSH	$19.7K
4	Sowell Financial Services LLC	Shares	11.0KSH	$16.8K
5	Green Ridge Wealth Planning LLC	Shares	10.0KSH	$15.3K
6	EverSource Wealth Advisors, LLC	Shares	265SH	$406
7	IFP Advisors, Inc	Shares	73SH	$112
8	GAMMA Investing LLC	Shares	65SH	$99
9	Farther Finance Advisors, LLC	Shares	46SH	$70
10	Fortitude Family Office, LLC	Shares	30SH	$46
11	True Wealth Design, LLC	Shares	29SH	$45
12	SJS Investment Consulting Inc.	Shares	10SH	$16

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+14.0K	+$21.4K	$21.4K
2	ACT Advisors, LLC. new	Shares	+12.9K	+$19.7K	$19.7K
3	Sowell Financial Services LLC new	Shares	+11.0K	+$16.8K	$16.8K
4	Green Ridge Wealth Planning LLC new	Shares	+10.0K	+$15.3K	$15.3K
5	EverSource Wealth Advisors, LLC added	Shares	+230	+$311	$406
6	IFP Advisors, Inc added	Shares	+72	+$109	$112
7	Farther Finance Advisors, LLC added	Shares	+39	+$53	$70
8	Fortitude Family Office, LLC new	Shares	+30	+$46	$46
9	SJS Investment Consulting Inc. added	Shares	+9	+$13	$16
10	True Wealth Design, LLC added	Shares	+15	+$6	$45
11	GAMMA Investing LLC trimmed	Shares	-221	-$685	$99
12	Gleason Group, Inc. unchanged	Shares	0	-$23.0K	$29.1K

Filing Research | ACTU - ACTUATE THERAPEUTICS INCORPORATED Institutional Holdings