Filing Research | HPK - HIGHPEAK ENERGY INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	36.1KSH	$253.1K
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	26.0KSH	$181.7K
3	Merit Financial Group, LLC	Shares	20.4KSH	$142.8K
4	Sequoia Financial Advisors, LLC	Shares	10.4KSH	$72.9K
5	ARMSTRONG ADVISORY GROUP, INC	Shares	5.2KSH	$36.6K
6	SIGNATUREFD, LLC	Shares	5.1KSH	$35.5K
7	Police & Firemen's Retirement System of New Jersey	Shares	4.3KSH	$30.0K
8	EverSource Wealth Advisors, LLC	Shares	3.4KSH	$23.7K
9	GAMMA Investing LLC	Shares	1.4KSH	$9.8K
10	Farther Finance Advisors, LLC	Shares	1.2KSH	$8.1K
11	IFP Advisors, Inc	Shares	1.1KSH	$7.7K
12	True Wealth Design, LLC	Shares	334SH	$2.3K
13	SJS Investment Consulting Inc.	Shares	186SH	$1.3K
14	MassMutual Private Wealth & Trust, FSB	Shares	186SH	$1.3K
15	LRI Investments, LLC	Shares	108SH	$755
16	SBI Securities Co., Ltd.	Shares	101SH	$706
17	GHP Investment Advisors, Inc.	Shares	74SH	$518
18	Wealth Enhancement Trust Services, Inc.	Shares	66SH	$461
19	Trust Co	Shares	28SH	$196
20	State of Alaska, Department of Revenue	Shares	21.6KSH	$151
21	Capital Advisors, Ltd. LLC	Shares	247SH	$2

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

23 / 23 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+23.6K	+$166.5K	$253.1K
2	Merit Financial Group, LLC new	Shares	+20.4K	+$142.8K	$142.8K
3	Sequoia Financial Advisors, LLC new	Shares	+10.4K	+$72.9K	$72.9K
4	Farther Finance Advisors, LLC added	Shares	+1.0K	+$7.3K	$8.1K
5	IFP Advisors, Inc added	Shares	+797	+$5.6K	$7.7K
6	SIGNATUREFD, LLC added	Shares	+323	+$2.7K	$35.5K
7	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$2.3K	$181.7K
8	SJS Investment Consulting Inc. added	Shares	+173	+$1.2K	$1.3K
9	True Wealth Design, LLC added	Shares	+155	+$1.1K	$2.3K
10	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$471	$36.6K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+66	+$461	$461
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$386	$30.0K
13	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$17	$1.3K
14	LRI Investments, LLC unchanged	Shares	0	+$10	$755
15	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7	$518
16	Trust Co unchanged	Shares	0	+$3	$196
17	Capital Advisors, Ltd. LLC new	Shares	+247	+$2	$2
18	SBI Securities Co., Ltd. trimmed	Shares	-1	+$2	$706
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$151
20	GAMMA Investing LLC trimmed	Shares	-33	-$102	$9.8K
21	EverSource Wealth Advisors, LLC trimmed	Shares	-78	-$233	$23.7K
22	ATWOOD & PALMER INC exited	Shares	-40	-$276	$0
23	SANDERS MORRIS HARRIS LLC exited	Shares	-155.2K	-$1.1M	$0