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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	3.3KSH	$34.5K
2	Crewe Advisors LLC	Shares	1.0KSH	$10.3K
3	SBI Securities Co., Ltd.	Shares	357SH	$3.7K
4	FINANCIAL CONSULATE, INC	Shares	241SH	$2.5K
5	Physician Wealth Advisors, Inc.	Shares	120SH	$1.2K
6	GAMMA Investing LLC	Shares	90SH	$930
7	Fortis Group Advisors, LLC	Shares	61SH	$630
8	EverSource Wealth Advisors, LLC	Shares	30SH	$310
9	KERR FINANCIAL PLANNING Corp	Shares	30SH	$310
10	Main Street Group, LTD	Shares	30SH	$310
11	Triumph Capital Management	Shares	6SH	$62
12	Blue Trust, Inc.	Shares	5SH	$52
13	Capital Advisors, Ltd. LLC	Shares	4.4KSH	$45

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

13 / 13 loaded

#		Instrument
1	EverSource Wealth Advisors, LLC new	Shares	+30	+$310	$310
2	Triumph Capital Management new	Shares	+6	+$62	$62
3	Blue Trust, Inc. new	Shares	+5	+$52	$52
4	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$4	$45
5	Main Street Group, LTD unchanged	Shares	0	-$24	$310
6	Fortis Group Advisors, LLC unchanged	Shares	0	-$48	$630
7	GAMMA Investing LLC unchanged	Shares	0	-$71	$930
8	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$95	$1.2K
9	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	-$125	$310
10	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$190	$2.5K
11	SBI Securities Co., Ltd. unchanged	Shares	0	-$282	$3.7K
12	Crewe Advisors LLC unchanged	Shares	0	-$790	$10.3K
13	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$2.6K	$34.5K

Filing Research | INSG - INSEEGO CORP Institutional Holdings