Filing Research | ASST - STRIVE INC Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Interchange Capital Partners, LLC	Shares	882.1KSH	$9.6M
2	Avidian Wealth Enterprises, LLC	Shares	24.1KSH	$262.4K
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	24.0KSH	$261.5K
4	Merit Financial Group, LLC	Shares	23.0KSH	$251.4K
5	Curated Wealth Partners LLC	Shares	5.2KSH	$214.9K
6	Police & Firemen's Retirement System of New Jersey	Shares	18.7KSH	$204.5K
7	Lauer Wealth, LLC	Shares	15.2KSH	$188.9K
8	Apollon Wealth Management, LLC	Shares	14.0KSH	$152.7K
9	HHM Wealth Advisors, LLC	Shares	13.0KSH	$141.8K
10	Activest Wealth Management	Shares	10.7KSH	$116.9K
11	Farther Finance Advisors, LLC	Shares	10.7KSH	$116.3K
12	Rathbones Group PLC	Shares	10.1KSH	$110.0K
13	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$17.6K
14	Beaird Harris Wealth Management, LLC	Shares	985SH	$10.7K
15	GAMMA Investing LLC	Shares	721SH	$7.9K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	245SH	$2.9K
17	AdvisorNet Financial, Inc	Shares	235SH	$2.6K
18	SIGNATUREFD, LLC	Shares	210SH	$2.3K
19	ADIRONDACK TRUST CO	Shares	157SH	$1.7K
20	Physician Wealth Advisors, Inc.	Shares	67SH	$731
21	Fortitude Family Office, LLC	Shares	58SH	$633
22	MassMutual Private Wealth & Trust, FSB	Shares	57SH	$622
23	SIGNATUREFD, LLC	CALL	100SH	$473
24	State of Alaska, Department of Revenue	Shares	19.8KSH	$216
25	IFP Advisors, Inc	Shares	9SH	$98
26	EQUITEC PROPRIETARY MARKETS, LLC	Shares	8SH	$87
27	Hughes Financial Services, LLC	Shares	2SH	$22
28	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$22

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

28 / 28 loaded

#		Instrument
1	Interchange Capital Partners, LLC added	Shares	+1.5K	+$800.2K	$9.6M
2	Avidian Wealth Enterprises, LLC new	Shares	+24.1K	+$262.4K	$262.4K
3	Curated Wealth Partners LLC new	Shares	+5.2K	+$214.9K	$214.9K
4	Lauer Wealth, LLC new	Shares	+15.2K	+$188.9K	$188.9K
5	Apollon Wealth Management, LLC new	Shares	+14.0K	+$152.7K	$152.7K
6	HHM Wealth Advisors, LLC new	Shares	+13.0K	+$141.8K	$141.8K
7	Rathbones Group PLC new	Shares	+10.1K	+$110.0K	$110.0K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+4.7K	+$63.4K	$204.5K
9	Merit Financial Group, LLC added	Shares	+2.1K	+$41.4K	$251.4K
10	EverSource Wealth Advisors, LLC added	Shares	+1.6K	+$17.4K	$17.6K
11	Beaird Harris Wealth Management, LLC new	Shares	+985	+$10.7K	$10.7K
12	Farther Finance Advisors, LLC added	Shares	+165	+$9.7K	$116.3K
13	Activest Wealth Management trimmed	Shares	-225	+$7.3K	$116.9K
14	GAMMA Investing LLC added	Shares	+379	+$4.4K	$7.9K
15	SIGNATUREFD, LLC new	Shares	+210	+$2.3K	$2.3K
16	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-2.0K	+$1.5K	$261.5K
17	Physician Wealth Advisors, Inc. new	Shares	+67	+$731	$731
18	MassMutual Private Wealth & Trust, FSB new	Shares	+57	+$622	$622
19	SIGNATUREFD, LLC new	CALL	+100	+$473	$473
20	AdvisorNet Financial, Inc unchanged	Shares	0	+$209	$2.6K
21	ADIRONDACK TRUST CO unchanged	Shares	0	+$139	$1.7K
22	IFP Advisors, Inc new	Shares	+9	+$98	$98
23	Fortitude Family Office, LLC added	Shares	+2	+$72	$633
24	Hughes Financial Services, LLC new	Shares	+2	+$22	$22
25	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$22	$22
26	State of Alaska, Department of Revenue unchanged	Shares	0	+$18	$216
27	EQUITEC PROPRIETARY MARKETS, LLC unchanged	Shares	0	+$7	$87
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-4.9K	-$49.2K	$2.9K