Filing Research | ALTG - ALTA EQUIPMENT GROUP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Register Financial Advisors LLC	Shares	146.6KSH	$948.7K
2	Melone Private Wealth, LLC	Shares	25.2KSH	$162.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.3KSH	$88.1K
4	Center for Financial Planning, Inc.	Shares	7.0KSH	$45.6K
5	Police & Firemen's Retirement System of New Jersey	Shares	5.4KSH	$35.0K
6	Versant Capital Management, Inc	Shares	2.9KSH	$18.7K
7	Farther Finance Advisors, LLC	Shares	624SH	$4.0K
8	GAMMA Investing LLC	Shares	547SH	$3.5K
9	EverSource Wealth Advisors, LLC	Shares	522SH	$3.4K
10	Bogart Wealth, LLC	Shares	510SH	$3.3K
11	True Wealth Design, LLC	Shares	122SH	$790
12	Fortitude Family Office, LLC	Shares	60SH	$388
13	IFP Advisors, Inc	Shares	42SH	$272
14	Wealth Enhancement Trust Services, Inc.	Shares	40SH	$259
15	SJS Investment Consulting Inc.	Shares	20SH	$130

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

16 / 16 loaded

#		Instrument
1	Register Financial Advisors LLC added	Shares	+37.5K	+$362.8K	$948.7K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+13.3K	+$88.1K	$88.1K
3	Melone Private Wealth, LLC unchanged	Shares	0	+$27.7K	$162.8K
4	Center for Financial Planning, Inc. unchanged	Shares	0	+$7.7K	$45.6K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.9K	$35.0K
6	Bogart Wealth, LLC new	Shares	+510	+$3.3K	$3.3K
7	Versant Capital Management, Inc trimmed	Shares	-30	+$3.0K	$18.7K
8	EverSource Wealth Advisors, LLC added	Shares	+159	+$1.4K	$3.4K
9	Farther Finance Advisors, LLC added	Shares	+106	+$1.3K	$4.0K
10	GAMMA Investing LLC added	Shares	+41	+$822	$3.5K
11	True Wealth Design, LLC added	Shares	+79	+$559	$790
12	Fortitude Family Office, LLC new	Shares	+60	+$388	$388
13	Wealth Enhancement Trust Services, Inc. new	Shares	+40	+$259	$259
14	IFP Advisors, Inc added	Shares	+21	+$159	$272
15	SJS Investment Consulting Inc. new	Shares	+20	+$130	$130
16	Assenagon Asset Management S.A. exited	Shares	-12.1K	-$64.9K	$0

Filing Research | ALTG - ALTA EQUIPMENT GROUP INC Institutional Holdings