Filing Research | CXDO - CREXENDO INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	PERKINS CAPITAL MANAGEMENT INC	Shares	212.8KSH	$1.6M
2	Pembroke Management, LTD	Shares	183.2KSH	$1.4M
3	Byrne Asset Management LLC	Shares	12.9KSH	$1.2M
4	Prospera Financial Services Inc	Shares	68.3KSH	$510.2K
5	Traynor Capital Management, Inc.	Shares	44.7KSH	$334.1K
6	ARS Investment Partners, LLC	Shares	43.5KSH	$325.2K
7	D.A. DAVIDSON & CO.	Shares	39.3KSH	$293.2K
8	BankChampaign, National Association	Shares	20.9KSH	$156.1K
9	IFP Advisors, Inc	Shares	20.7KSH	$154.5K
10	Police & Firemen's Retirement System of New Jersey	Shares	4.7KSH	$35.5K
11	GAMMA Investing LLC	Shares	504SH	$3.8K
12	WEST PACES ADVISORS INC.	Shares	477SH	$3.6K
13	Marquette Asset Management, LLC	Shares	431SH	$3.2K
14	SALEM INVESTMENT COUNSELORS INC	Shares	250SH	$1.9K
15	Farther Finance Advisors, LLC	Shares	122SH	$911
16	EverSource Wealth Advisors, LLC	Shares	121SH	$903
17	MassMutual Private Wealth & Trust, FSB	Shares	107SH	$799
18	True Wealth Design, LLC	Shares	22SH	$165
19	SJS Investment Consulting Inc.	Shares	5SH	$38
20	SBI Securities Co., Ltd.	Shares	2SH	$15
21	State of Alaska, Department of Revenue	Shares	1.6KSH	$12

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

21 / 21 loaded

#		Instrument
1	PERKINS CAPITAL MANAGEMENT INC added	Shares	+18.0K	+$387.6K	$1.6M
2	Pembroke Management, LTD trimmed	Shares	-12.2K	+$162.8K	$1.4M
3	BankChampaign, National Association new	Shares	+20.9K	+$156.1K	$156.1K
4	Prospera Financial Services Inc added	Shares	+2.8K	+$106.1K	$510.2K
5	Traynor Capital Management, Inc. unchanged	Shares	0	+$66.2K	$334.1K
6	D.A. DAVIDSON & CO. added	Shares	+793	+$55.9K	$293.2K
7	IFP Advisors, Inc added	Shares	+895	+$32.4K	$154.5K
8	ARS Investment Partners, LLC trimmed	Shares	-6.8K	+$14.4K	$325.2K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.2K	$35.5K
10	WEST PACES ADVISORS INC. new	Shares	+477	+$3.6K	$3.6K
11	MassMutual Private Wealth & Trust, FSB new	Shares	+107	+$799	$799
12	Farther Finance Advisors, LLC added	Shares	+42	+$413	$911
13	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$325	$1.9K
14	GAMMA Investing LLC trimmed	Shares	-93	+$82	$3.8K
15	SBI Securities Co., Ltd. unchanged	Shares	0	+$3	$15
16	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$12
17	SJS Investment Consulting Inc. trimmed	Shares	-3	-$12	$38
18	True Wealth Design, LLC trimmed	Shares	-30	-$156	$165
19	EverSource Wealth Advisors, LLC trimmed	Shares	-64	-$239	$903
20	Marquette Asset Management, LLC trimmed	Shares	-329	-$1.5K	$3.2K
21	Byrne Asset Management LLC trimmed	Shares	-1.4K	-$389.0K	$1.2M