Filing Research | FIRY - Firy Inc Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	SBI Securities Co., Ltd.	Shares	1.4KSH	$13.8K
2	SIGNATUREFD, LLC	Shares	650SH	$6.6K
3	TOTH FINANCIAL ADVISORY CORP	Shares	222SH	$2.3K
4	Spire Wealth Management	Shares	100SH	$1.0K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	85SH	$835
6	Activest Wealth Management	Shares	50SH	$509
7	Aventura Private Wealth, LLC	Shares	12SH	$122
8	GODSEY & GIBB, INC	Shares	10SH	$102
9	Blue Trust, Inc.	Shares	8SH	$81
10	Dogwood Wealth Management LLC	Shares	8SH	$81
11	MB, LEVIS & ASSOCIATES, LLC	Shares	7SH	$71
12	SALEM INVESTMENT COUNSELORS INC	Shares	5SH	$51
13	Tradewinds Capital Management, LLC	Shares	5SH	$51
14	Nvest Wealth Strategies, Inc.	Shares	4SH	$41
15	Farther Finance Advisors, LLC	Shares	3SH	$31
16	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1SH	$11

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

16 / 16 loaded

#		Instrument
1	SBI Securities Co., Ltd. added	Shares	+323	+$11.1K	$13.8K
2	SIGNATUREFD, LLC unchanged	Shares	0	+$4.9K	$6.6K
3	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$1.7K	$2.3K
4	Spire Wealth Management new	Shares	+100	+$1.0K	$1.0K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-4	+$602	$835
6	Activest Wealth Management unchanged	Shares	0	+$379	$509
7	Aventura Private Wealth, LLC unchanged	Shares	0	+$91	$122
8	GODSEY & GIBB, INC unchanged	Shares	0	+$76	$102
9	Blue Trust, Inc. unchanged	Shares	0	+$60	$81
10	Dogwood Wealth Management LLC unchanged	Shares	0	+$60	$81
11	MB, LEVIS & ASSOCIATES, LLC unchanged	Shares	0	+$53	$71
12	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$38	$51
13	Tradewinds Capital Management, LLC unchanged	Shares	0	+$38	$51
14	Nvest Wealth Strategies, Inc. unchanged	Shares	0	+$30	$41
15	Farther Finance Advisors, LLC unchanged	Shares	0	+$23	$31
16	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$8	$11

Filing Research | FIRY - Firy Inc Institutional Holdings