Filing Research | CATX - PERSPECTIVE THERAPEUTICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Taylor & Morgan Wealth Management, LLC	Shares	66.0KSH	$225.1K
2	Police & Firemen's Retirement System of New Jersey	Shares	35.7KSH	$121.8K
3	Koa Wealth Management, LLC	Shares	26.0KSH	$88.6K
4	Abel Hall, LLC	Shares	23.0KSH	$78.4K
5	Curated Wealth Partners LLC	Shares	65.0KSH	$71.7K
6	PERKINS CAPITAL MANAGEMENT INC	Shares	18.2KSH	$62.1K
7	JNBA Financial Advisors	Shares	500SH	$1.7K
8	Farther Finance Advisors, LLC	Shares	348SH	$1.2K
9	GAMMA Investing LLC	Shares	340SH	$1.2K
10	Vermillion Wealth Management, Inc.	Shares	194SH	$662
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	90SH	$311
12	True Wealth Design, LLC	Shares	65SH	$222
13	EverSource Wealth Advisors, LLC	Shares	30SH	$102
14	SBI Securities Co., Ltd.	Shares	1SH	$3

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

15 / 15 loaded

#		Instrument
1	Taylor & Morgan Wealth Management, LLC added	Shares	+37.0K	+$104.1K	$225.1K
2	Curated Wealth Partners LLC new	Shares	+65.0K	+$71.7K	$71.7K
3	PERKINS CAPITAL MANAGEMENT INC new	Shares	+18.2K	+$62.1K	$62.1K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+14.9K	+$35.1K	$121.8K
5	Abel Hall, LLC added	Shares	+11.2K	+$29.2K	$78.4K
6	True Wealth Design, LLC new	Shares	+65	+$222	$222
7	SBI Securities Co., Ltd. unchanged	Shares	0	-$1	$3
8	EverSource Wealth Advisors, LLC trimmed	Shares	-5	-$44	$102
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$87	$311
10	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$147	$662
11	Farther Finance Advisors, LLC unchanged	Shares	0	-$351	$1.2K
12	JNBA Financial Advisors unchanged	Shares	0	-$380	$1.7K
13	Fortitude Family Office, LLC exited	Shares	-93	-$388	$0
14	GAMMA Investing LLC trimmed	Shares	-246	-$1.3K	$1.2K
15	Koa Wealth Management, LLC unchanged	Shares	0	-$19.7K	$88.6K

Filing Research | CATX - PERSPECTIVE THERAPEUTICS INC Institutional Holdings