Filing Research | LUCD - LUCID DIAGNOSTICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	PERKINS CAPITAL MANAGEMENT INC	Shares	1.1MSH	$1.2M
2	XML Financial, LLC	Shares	323.2KSH	$345.8K
3	Sequoia Financial Advisors, LLC	Shares	92.2KSH	$98.6K
4	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	58.6KSH	$62.7K
5	Magnus Financial Group LLC	Shares	55.4KSH	$59.3K
6	Pine Valley Investments Ltd Liability Co	Shares	36.5KSH	$39.0K
7	Police & Firemen's Retirement System of New Jersey	Shares	30.7KSH	$32.9K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.4KSH	$26.4K
9	Merit Financial Group, LLC	Shares	10.0KSH	$10.7K
10	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$1.9K
11	Quaker Wealth Management, LLC	Shares	390SH	$418
12	SJS Investment Consulting Inc.	Shares	346SH	$371
13	Farther Finance Advisors, LLC	Shares	241SH	$256
14	True Wealth Design, LLC	Shares	239SH	$256
15	Fortitude Family Office, LLC	Shares	235SH	$251
16	IFP Advisors, Inc	Shares	157SH	$168
17	GAMMA Investing LLC	Shares	142SH	$152
18	Wealth Enhancement Trust Services, Inc.	Shares	24SH	$26

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

19 / 19 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+92.2K	+$98.6K	$98.6K
2	XML Financial, LLC added	Shares	+100.0K	+$89.1K	$345.8K
3	Magnus Financial Group LLC new	Shares	+55.4K	+$59.3K	$59.3K
4	TRAPHAGEN INVESTMENT ADVISORS LLC added	Shares	+29.3K	+$29.0K	$62.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+26.4K	+$26.4K	$26.4K
6	Merit Financial Group, LLC new	Shares	+10.0K	+$10.7K	$10.7K
7	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$1.4K	$1.9K
8	SJS Investment Consulting Inc. added	Shares	+341	+$365	$371
9	Fortitude Family Office, LLC new	Shares	+235	+$251	$251
10	True Wealth Design, LLC added	Shares	+233	+$249	$256
11	Farther Finance Advisors, LLC added	Shares	+224	+$236	$256
12	IFP Advisors, Inc added	Shares	+120	+$125	$168
13	Quaker Wealth Management, LLC added	Shares	+90	+$73	$418
14	Wealth Enhancement Trust Services, Inc. new	Shares	+24	+$26	$26
15	Pine Valley Investments Ltd Liability Co added	Shares	+2.2K	-$389	$39.0K
16	GAMMA Investing LLC trimmed	Shares	-752	-$876	$152
17	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$2.5K	$32.9K
18	Abel Hall, LLC exited	Shares	-25.7K	-$29.6K	$0
19	PERKINS CAPITAL MANAGEMENT INC trimmed	Shares	-1.0K	-$91.2K	$1.2M

Filing Research | LUCD - LUCID DIAGNOSTICS INC Institutional Holdings