Filing Research | BLNK - BLINK CHARGING CO COM Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Aventura Private Wealth, LLC	Shares	208.2KSH	$133.2K
2	Vision Retirement, LLC	Shares	12.5KSH	$8.0K
3	Canaan Partners XI LLC	Shares	9.4KSH	$6.0K
4	SBI Securities Co., Ltd.	Shares	2.4KSH	$1.5K
5	Golden State Wealth Management, LLC	Shares	2.2KSH	$1.4K
6	IFP Advisors, Inc	Shares	1.8KSH	$1.2K
7	Farther Finance Advisors, LLC	Shares	857SH	$548
8	Blue Trust, Inc.	Shares	364SH	$233
9	Oakworth Capital, Inc.	Shares	359SH	$230
10	EverSource Wealth Advisors, LLC	Shares	200SH	$128
11	Smallwood Wealth Investment Management, LLC	Shares	65SH	$41
12	FNY Investment Advisers, LLC	Shares	56.5KSH	$36
13	Main Street Group, LTD	Shares	45SH	$29
14	Mosley Wealth Management	Shares	39SH	$25
15	Quaker Wealth Management, LLC	Shares	30SH	$20
16	SJS Investment Consulting Inc.	Shares	10SH	$7

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

19 / 19 loaded

#		Instrument
1	Aventura Private Wealth, LLC unchanged	Shares	0	+$15.2K	$133.2K
2	Vision Retirement, LLC unchanged	Shares	0	+$912	$8.0K
3	Canaan Partners XI LLC unchanged	Shares	0	+$689	$6.0K
4	Golden State Wealth Management, LLC unchanged	Shares	0	+$163	$1.4K
5	IFP Advisors, Inc unchanged	Shares	0	+$134	$1.2K
6	SBI Securities Co., Ltd. trimmed	Shares	-112	+$113	$1.5K
7	Farther Finance Advisors, LLC unchanged	Shares	0	+$60	$548
8	FNY Investment Advisers, LLC new	Shares	+56.5K	+$36	$36
9	Blue Trust, Inc. unchanged	Shares	0	+$27	$233
10	Oakworth Capital, Inc. unchanged	Shares	0	+$26	$230
11	Mosley Wealth Management new	Shares	+39	+$25	$25
12	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$15	$128
13	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$5	$41
14	Quaker Wealth Management, LLC unchanged	Shares	0	+$2	$20
15	SJS Investment Consulting Inc. unchanged	Shares	0	+$1	$7
16	SOUTHERN MICHIGAN BANK & TRUST exited	Shares	-190	-$108	$0
17	CoreCap Advisors, LLC exited	Shares	-250	-$142	$0
18	Main Street Group, LTD trimmed	Shares	-1.0K	-$563	$29
19	DLK Investment Management, LLC exited	Shares	-10.4K	-$5.9K	$0

Filing Research | BLNK - BLINK CHARGING CO COM Institutional Holdings