Filing Research | GDRX - Goodrx Holdings Inc Cl A Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	WOODSTOCK CORP	Shares	102.0KSH	$293.8K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.1KSH	$230.4K
3	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	31.1KSH	$89.7K
4	Merit Financial Group, LLC	Shares	23.2KSH	$66.7K
5	SBI Securities Co., Ltd.	Shares	14.6KSH	$42.1K
6	Bright Futures Wealth Management, LLC.	Shares	10.0KSH	$28.8K
7	Center for Financial Planning, Inc.	Shares	7.0KSH	$20.2K
8	EverSource Wealth Advisors, LLC	Shares	6.3KSH	$18.2K
9	GAMMA Investing LLC	Shares	3.3KSH	$9.5K
10	Farther Finance Advisors, LLC	Shares	1.7KSH	$4.8K
11	Lodestone Wealth Management LLC	Shares	1.0KSH	$2.9K
12	IFP Advisors, Inc	Shares	607SH	$1.7K
13	Physician Wealth Advisors, Inc.	Shares	515SH	$1.5K
14	True Wealth Design, LLC	Shares	465SH	$1.3K
15	Fortitude Family Office, LLC	Shares	448SH	$1.3K
16	Friedenthal Financial	Shares	200SH	$576
17	SJS Investment Consulting Inc.	Shares	173SH	$499
18	ADIRONDACK TRUST CO	Shares	100SH	$287
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	65SH	$199
20	Golden State Wealth Management, LLC	Shares	50SH	$144
21	Blue Trust, Inc.	Shares	25SH	$72
22	SIGNATUREFD, LLC	Shares	25SH	$72

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

23 / 23 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+42.8K	+$158.1K	$230.4K
2	WOODSTOCK CORP unchanged	Shares	0	+$93.9K	$293.8K
3	KAVAR CAPITAL PARTNERS GROUP, LLC unchanged	Shares	0	+$28.7K	$89.7K
4	Merit Financial Group, LLC trimmed	Shares	-290	+$20.7K	$66.7K
5	EverSource Wealth Advisors, LLC added	Shares	+2.9K	+$11.6K	$18.2K
6	SBI Securities Co., Ltd. trimmed	Shares	-1.2K	+$11.1K	$42.1K
7	Bright Futures Wealth Management, LLC. unchanged	Shares	0	+$9.2K	$28.8K
8	Center for Financial Planning, Inc. unchanged	Shares	0	+$6.4K	$20.2K
9	GAMMA Investing LLC added	Shares	+908	+$4.8K	$9.5K
10	Farther Finance Advisors, LLC added	Shares	+1.2K	+$3.9K	$4.8K
11	Fortitude Family Office, LLC new	Shares	+448	+$1.3K	$1.3K
12	True Wealth Design, LLC added	Shares	+395	+$1.2K	$1.3K
13	Lodestone Wealth Management LLC unchanged	Shares	0	+$920	$2.9K
14	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$474	$1.5K
15	IFP Advisors, Inc trimmed	Shares	-67	+$427	$1.7K
16	SJS Investment Consulting Inc. added	Shares	+85	+$326	$499
17	Friedenthal Financial unchanged	Shares	0	+$184	$576
18	ADIRONDACK TRUST CO unchanged	Shares	0	+$91	$287
19	Golden State Wealth Management, LLC unchanged	Shares	0	+$46	$144
20	Blue Trust, Inc. unchanged	Shares	0	+$23	$72
21	SIGNATUREFD, LLC unchanged	Shares	0	+$23	$72
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-42	-$16	$199
23	Assenagon Asset Management S.A. exited	Shares	-517.6K	-$1.0M	$0