Filing Research | EPM - EVOLUTION PETE CORP Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	CWA Asset Management Group, LLC	Shares	805.8KSH	$3.0M
2	Register Financial Advisors LLC	Shares	338.2KSH	$1.2M
3	Castleview Partners, LLC	Shares	115.4KSH	$424.6K
4	Abel Hall, LLC	Shares	31.3KSH	$115.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.2KSH	$95.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	11.1KSH	$40.8K
7	CoreCap Advisors, LLC	Shares	3.0KSH	$11.1K
8	GAMMA Investing LLC	Shares	1.2KSH	$4.5K
9	EverSource Wealth Advisors, LLC	Shares	494SH	$1.8K
10	Golden State Wealth Management, LLC	Shares	368SH	$1.4K
11	Farther Finance Advisors, LLC	Shares	325SH	$1.2K
12	Mosley Wealth Management	Shares	300SH	$1.1K
13	SBI Securities Co., Ltd.	Shares	227SH	$835
14	True Wealth Design, LLC	Shares	132SH	$486
15	Fortitude Family Office, LLC	Shares	73SH	$269
16	IFP Advisors, Inc	Shares	65SH	$239
17	SJS Investment Consulting Inc.	Shares	11SH	$41
18	State of Alaska, Department of Revenue	Shares	6.6KSH	$24
19	MJT & Associates Financial Advisory Group, Inc.	Shares	1SH	$1

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

20 / 20 loaded

#		Instrument
1	Abel Hall, LLC new	Shares	+31.3K	+$115.1K	$115.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+26.2K	+$95.2K	$95.2K
3	EverSource Wealth Advisors, LLC added	Shares	+370	+$1.2K	$1.8K
4	True Wealth Design, LLC added	Shares	+130	+$476	$486
5	Farther Finance Advisors, LLC added	Shares	+117	+$287	$1.2K
6	Fortitude Family Office, LLC new	Shares	+73	+$269	$269
7	IFP Advisors, Inc added	Shares	+63	+$230	$239
8	SJS Investment Consulting Inc. new	Shares	+11	+$41	$41
9	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	$0	$1
10	State of Alaska, Department of Revenue unchanged	Shares	0	-$6	$24
11	SBI Securities Co., Ltd. trimmed	Shares	-20	-$296	$835
12	Golden State Wealth Management, LLC unchanged	Shares	0	-$331	$1.4K
13	Mosley Wealth Management unchanged	Shares	0	-$342	$1.1K
14	GAMMA Investing LLC trimmed	Shares	-35	-$1.3K	$4.5K
15	CoreCap Advisors, LLC added	Shares	+95	-$2.3K	$11.1K
16	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$10.0K	$40.8K
17	Castleview Partners, LLC added	Shares	+20.1K	-$11.8K	$424.6K
18	Sowell Financial Services LLC exited	Shares	-19.5K	-$89.5K	$0
19	CWA Asset Management Group, LLC added	Shares	+96.5K	-$283.3K	$3.0M
20	Register Financial Advisors LLC added	Shares	+1.3K	-$298.2K	$1.2M