Filing Research | ATLC - Atlanticus Holdings Corporation Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	ARGENT CAPITAL MANAGEMENT LLC	Shares	9.1KSH	$930.5K
2	Baader Bank Aktiengesellschaft	Shares	6.2KSH	$634.0K
3	Range Financial Group LLC	Shares	4.4KSH	$445.1K
4	Curated Wealth Partners LLC	Shares	375.0KSH	$372.6K
5	LRI Investments, LLC	Shares	2.5KSH	$255.6K
6	Diversified Trust Co	Shares	2.2KSH	$224.1K
7	VISTA FINANCE, LLC	Shares	2.1KSH	$216.3K
8	Police & Firemen's Retirement System of New Jersey	Shares	1.4KSH	$139.6K
9	Financial Management Professionals, Inc.	Shares	318SH	$32.5K
10	GAMMA Investing LLC	Shares	155SH	$15.8K
11	Farther Finance Advisors, LLC	Shares	80SH	$8.2K
12	EverSource Wealth Advisors, LLC	Shares	41SH	$4.2K
13	Physician Wealth Advisors, Inc.	Shares	3SH	$307
14	SIGNATUREFD, LLC	Shares	3SH	$307
15	State of Alaska, Department of Revenue	Shares	2.6KSH	$263
16	Hughes Financial Services, LLC	Shares	1SH	$102
17	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	486SH	$50

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

19 / 19 loaded

#		Instrument
1	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+9.1K	+$930.5K	$930.5K
2	Baader Bank Aktiengesellschaft new	Shares	+6.2K	+$634.0K	$634.0K
3	Curated Wealth Partners LLC new	Shares	+375.0K	+$372.6K	$372.6K
4	LRI Investments, LLC new	Shares	+2.5K	+$255.6K	$255.6K
5	Diversified Trust Co new	Shares	+2.2K	+$224.1K	$224.1K
6	VISTA FINANCE, LLC new	Shares	+2.1K	+$216.3K	$216.3K
7	Range Financial Group LLC trimmed	Shares	-173	+$207.6K	$445.1K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$67.9K	$139.6K
9	Financial Management Professionals, Inc. new	Shares	+318	+$32.5K	$32.5K
10	GAMMA Investing LLC added	Shares	+2	+$7.8K	$15.8K
11	EverSource Wealth Advisors, LLC added	Shares	+37	+$4.0K	$4.2K
12	Farther Finance Advisors, LLC trimmed	Shares	-28	+$2.4K	$8.2K
13	Physician Wealth Advisors, Inc. new	Shares	+3	+$307	$307
14	SIGNATUREFD, LLC unchanged	Shares	0	+$150	$307
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$128	$263
16	Hughes Financial Services, LLC unchanged	Shares	0	+$50	$102
17	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+486	+$50	$50
18	True Wealth Design, LLC exited	Shares	-5	-$263	$0
19	SBI Securities Co., Ltd. exited	Shares	-10	-$525	$0

Filing Research | ATLC - Atlanticus Holdings Corporation Institutional Holdings