Filing Research | DJT - TRUMP MEDIA & TECHNOLOGY GRO Institutional Holdings

Snapshot holdings

50 / 78 loaded

#		Instrument	quantity
1	SAPIENT CAPITAL LLC	Shares	145.6KSH	$1.1M
2	Total Clarity Wealth Management, Inc.	Shares	95.7KSH	$740.9K
3	Police & Firemen's Retirement System of New Jersey	Shares	48.6KSH	$375.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.6KSH	$346.9K
5	RIA Advisory Group LLC	Shares	16.8KSH	$130.0K
6	Center for Financial Planning, Inc.	Shares	14.8KSH	$114.6K
7	Symmetry Partners, LLC	Shares	13.7KSH	$106.4K
8	CLIENT 1ST ADVISORY GROUP, LLC	Shares	12.3KSH	$95.2K
9	EverSource Wealth Advisors, LLC	Shares	11.2KSH	$86.7K
10	SBI Securities Co., Ltd.	Shares	10.1KSH	$77.8K
11	LINCOLN CAPITAL CORP	Shares	10.0KSH	$77.4K
12	IFP Advisors, Inc	Shares	9.3KSH	$72.0K
13	Bogart Wealth, LLC	Shares	7.4KSH	$56.9K
14	Blue Trust, Inc.	Shares	6.7KSH	$51.5K
15	Farther Finance Advisors, LLC	Shares	3.0KSH	$23.5K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.6KSH	$20.7K
17	KERR FINANCIAL PLANNING Corp	Shares	2.6KSH	$20.2K
18	Moisand Fitzgerald Tamayo, LLC	Shares	2.3KSH	$18.1K
19	GAMMA Investing LLC	Shares	2.1KSH	$16.6K
20	TOWER TRUST & INVESTMENT Co	Shares	2.1KSH	$16.5K
21	Main Street Group, LTD	Shares	1.9KSH	$14.5K
22	Tradewinds Capital Management, LLC	Shares	1.7KSH	$12.8K
23	MILLER WEALTH ADVISORS, LLC	Shares	100SH	$12.7K
24	Versant Capital Management, Inc	Shares	1.0KSH	$8.1K
25	Oakworth Capital, Inc.	Shares	1.0KSH	$8.0K
26	CoreCap Advisors, LLC	Shares	959SH	$7.4K
27	JFS WEALTH ADVISORS, LLC	Shares	777SH	$6.0K
28	Spire Wealth Management	Shares	620SH	$4.8K
29	Sachetta, LLC	Shares	524SH	$4.1K
30	LANARK FINANCIAL, INC.	Shares	522SH	$4.0K
31	Kentucky Trust Co	Shares	500SH	$3.9K
32	JNBA Financial Advisors	Shares	442SH	$3.4K
33	TOTH FINANCIAL ADVISORY CORP	Shares	415SH	$3.2K
34	Independence Bank of Kentucky	Shares	400SH	$3.1K
35	Pflug Koory, LLC	Shares	371SH	$2.9K
36	Cedar Mountain Advisors, LLC	Shares	367SH	$2.8K
37	Corsicana & Co.	Shares	345SH	$2.7K
38	ARMSTRONG ADVISORY GROUP, INC	Shares	286SH	$2.2K
39	LRI Investments, LLC	Shares	250SH	$1.9K
40	MassMutual Private Wealth & Trust, FSB	Shares	250SH	$1.9K
41	Activest Wealth Management	Shares	231SH	$1.8K
42	City State Bank	Shares	210SH	$1.6K
43	Vision Retirement, LLC	Shares	210SH	$1.6K
44	Physician Wealth Advisors, Inc.	Shares	179SH	$1.4K
45	Ares Financial Consulting, LLC	Shares	150SH	$1.2K
46	Wealth Enhancement Trust Services, Inc.	Shares	148SH	$1.1K
47	SIGNATUREFD, LLC	Shares	140SH	$1.1K
48	Davis Capital Management	Shares	135SH	$1.0K
49	EASTERN BANK	Shares	130SH	$1.0K
50	Golden State Wealth Management, LLC	Shares	103SH	$797

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

50 / 93 loaded

#		Instrument
1	Total Clarity Wealth Management, Inc. added	Shares	+47.1K	+$290.1K	$740.9K
2	Symmetry Partners, LLC new	Shares	+13.7K	+$106.4K	$106.4K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.0K	+$102.3K	$346.9K
4	EverSource Wealth Advisors, LLC added	Shares	+6.7K	+$44.8K	$86.7K
5	TOWER TRUST & INVESTMENT Co new	Shares	+2.1K	+$16.5K	$16.5K
6	IFP Advisors, Inc added	Shares	+3.2K	+$15.6K	$72.0K
7	Farther Finance Advisors, LLC added	Shares	+2.1K	+$15.1K	$23.5K
8	MILLER WEALTH ADVISORS, LLC trimmed	Shares	-105	+$10.8K	$12.7K
9	Sachetta, LLC new	Shares	+524	+$4.1K	$4.1K
10	Corsicana & Co. new	Shares	+345	+$2.7K	$2.7K
11	SBI Securities Co., Ltd. added	Shares	+1.9K	+$1.8K	$77.8K
12	Physician Wealth Advisors, Inc. new	Shares	+179	+$1.4K	$1.4K
13	Versant Capital Management, Inc added	Shares	+269	+$892	$8.1K
14	Blue Trust, Inc. added	Shares	+1.2K	+$757	$51.5K
15	LifeSteps Financial, Inc. new	Shares	+25	+$194	$194
16	Marquette Asset Management, LLC added	Shares	+26	+$122	$596
17	Handelsbanken Fonder AB added	Shares	+11.3K	+$23	$411
18	SJS Investment Consulting Inc. added	Shares	+6	+$18	$186
19	Farmers & Merchants Trust Co of Chambersburg PA exited	Shares	-10	$0	$0
20	Capital Advisors, Ltd. LLC exited	Shares	-253	-$2	$0
21	CX Institutional trimmed	Shares	-265	-$3	$1
22	PFS Partners, LLC unchanged	Shares	0	-$4	$24
23	Walsh & Associates, LLC unchanged	Shares	0	-$7	$39
24	Financial Life Planners unchanged	Shares	0	-$9	$47
25	Triumph Capital Management exited	Shares	-1	-$9	$0
26	Grove Bank & Trust unchanged	Shares	0	-$16	$77
27	BFSG, LLC unchanged	Shares	0	-$25	$124
28	Hughes Financial Services, LLC trimmed	Shares	-2	-$36	$85
29	Key FInancial Inc unchanged	Shares	0	-$38	$194
30	Noble Wealth Management PBC unchanged	Shares	0	-$38	$194
31	Pacifica Partners Inc. unchanged	Shares	0	-$38	$426
32	Holos Integrated Wealth LLC unchanged	Shares	0	-$53	$407
33	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$70	$357
34	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$82	$410
35	Crewe Advisors LLC unchanged	Shares	0	-$84	$418
36	Bangor Savings Bank exited	Shares	-10	-$93	$0
37	AMALGAMATED BANK exited	Shares	-10.4K	-$97	$0
38	Bank of New Hampshire unchanged	Shares	0	-$108	$542
39	Rachor Investment Advisory Services, LLC unchanged	Shares	0	-$111	$558
40	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$131	$658
41	Lodestone Wealth Management LLC unchanged	Shares	0	-$142	$712
42	BURKETT FINANCIAL SERVICES, LLC unchanged	Shares	0	-$152	$766
43	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$154	$774
44	Golden State Wealth Management, LLC unchanged	Shares	0	-$159	$797
45	Ares Financial Consulting, LLC unchanged	Shares	0	-$198	$1.2K
46	EASTERN BANK unchanged	Shares	0	-$200	$1.0K
47	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	-$227	$1.1K
48	City State Bank unchanged	Shares	0	-$324	$1.6K
49	Vision Retirement, LLC unchanged	Shares	0	-$324	$1.6K
50	LRI Investments, LLC unchanged	Shares	0	-$385	$1.9K

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