Filing Research | BEEP - MOBILE INFRASTRUCTURE CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	17.3KSH	$23.9K
2	D.A. DAVIDSON & CO.	Shares	13.2KSH	$18.2K
3	J.W. COLE ADVISORS, INC.	Shares	12.0KSH	$16.5K
4	Curated Wealth Partners LLC	Shares	15.0KSH	$15.9K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4.0KSH	$5.6K
6	EverSource Wealth Advisors, LLC	Shares	46SH	$64
7	Farther Finance Advisors, LLC	Shares	12SH	$17
8	Fortitude Family Office, LLC	Shares	11SH	$15
9	IFP Advisors, Inc	Shares	5SH	$7
10	True Wealth Design, LLC	Shares	5SH	$7

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

10 / 10 loaded

#		Instrument
1	D.A. DAVIDSON & CO. new	Shares	+13.2K	+$18.2K	$18.2K
2	Curated Wealth Partners LLC new	Shares	+15.0K	+$15.9K	$15.9K
3	EverSource Wealth Advisors, LLC added	Shares	+33	+$36	$64
4	Farther Finance Advisors, LLC added	Shares	+11	+$15	$17
5	Fortitude Family Office, LLC new	Shares	+11	+$15	$15
6	IFP Advisors, Inc added	Shares	+3	+$3	$7
7	True Wealth Design, LLC added	Shares	+1	-$2	$7
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$3.1K	$5.6K
9	J.W. COLE ADVISORS, INC. unchanged	Shares	0	-$10.3K	$16.5K
10	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC unchanged	Shares	0	-$14.9K	$23.9K

Filing Research | BEEP - MOBILE INFRASTRUCTURE CORP Institutional Holdings