Filing Research | EPSN - EPSILON ENERGY LTD Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	200.0KSH	$1.1M
2	J.W. COLE ADVISORS, INC.	Shares	80.4KSH	$435.0K
3	Abel Hall, LLC	Shares	40.9KSH	$221.4K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.5KSH	$24.1K
5	GAMMA Investing LLC	Shares	1.7KSH	$9.4K
6	EverSource Wealth Advisors, LLC	Shares	717SH	$3.9K
7	Farther Finance Advisors, LLC	Shares	694SH	$3.8K
8	IFP Advisors, Inc	Shares	392SH	$2.1K
9	Physician Wealth Advisors, Inc.	Shares	96SH	$520
10	Bogart Wealth, LLC	Shares	94SH	$509
11	SBI Securities Co., Ltd.	Shares	73SH	$395
12	Fortitude Family Office, LLC	Shares	37SH	$200
13	True Wealth Design, LLC	Shares	31SH	$168
14	SJS Investment Consulting Inc.	Shares	18SH	$98
15	State of Alaska, Department of Revenue	Shares	3.4KSH	$18

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

16 / 16 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+80.4K	+$435.0K	$435.0K
2	Abel Hall, LLC new	Shares	+40.9K	+$221.4K	$221.4K
3	EverSource Wealth Advisors, LLC added	Shares	+542	+$2.8K	$3.9K
4	IFP Advisors, Inc added	Shares	+198	+$926	$2.1K
5	Physician Wealth Advisors, Inc. new	Shares	+96	+$520	$520
6	Bogart Wealth, LLC new	Shares	+94	+$509	$509
7	Fortitude Family Office, LLC new	Shares	+37	+$200	$200
8	State of Alaska, Department of Revenue unchanged	Shares	0	-$2	$18
9	SJS Investment Consulting Inc. added	Shares	+1	-$7	$98
10	SBI Securities Co., Ltd. added	Shares	+1	-$49	$395
11	True Wealth Design, LLC trimmed	Shares	-19	-$140	$168
12	MassMutual Private Wealth & Trust, FSB exited	Shares	-146	-$899	$0
13	GAMMA Investing LLC added	Shares	+4	-$1.3K	$9.4K
14	Farther Finance Advisors, LLC trimmed	Shares	-337	-$2.6K	$3.8K
15	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$3.3K	$24.1K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+9.6K	-$84.8K	$1.1M

Filing Research | EPSN - EPSILON ENERGY LTD Institutional Holdings