Filing Research | LUNG - PULMONX CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Redhawk Wealth Advisors, Inc.	Shares	99.6KSH	$129.5K
2	PERKINS CAPITAL MANAGEMENT INC	Shares	39.5KSH	$51.4K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.2KSH	$35.8K
4	Merit Financial Group, LLC	Shares	12.0KSH	$15.6K
5	GAMMA Investing LLC	Shares	2.1KSH	$2.7K
6	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$1.9K
7	AdvisorNet Financial, Inc	Shares	1.0KSH	$1.3K
8	Physician Wealth Advisors, Inc.	Shares	855SH	$1.1K
9	Farther Finance Advisors, LLC	Shares	606SH	$792
10	True Wealth Design, LLC	Shares	441SH	$574
11	Fortitude Family Office, LLC	Shares	90SH	$117
12	SJS Investment Consulting Inc.	Shares	83SH	$108
13	IFP Advisors, Inc	Shares	76SH	$99
14	Wealth Enhancement Trust Services, Inc.	Shares	64SH	$83
15	SBI Securities Co., Ltd.	Shares	15SH	$20

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

16 / 16 loaded

#		Instrument
1	Redhawk Wealth Advisors, Inc. added	Shares	+64.9K	+$84.8K	$129.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+23.2K	+$35.8K	$35.8K
3	Merit Financial Group, LLC new	Shares	+12.0K	+$15.6K	$15.6K
4	Farther Finance Advisors, LLC added	Shares	+297	+$396	$792
5	True Wealth Design, LLC added	Shares	+276	+$361	$574
6	Fortitude Family Office, LLC new	Shares	+90	+$117	$117
7	SJS Investment Consulting Inc. added	Shares	+74	+$96	$108
8	Wealth Enhancement Trust Services, Inc. new	Shares	+64	+$83	$83
9	AdvisorNet Financial, Inc unchanged	Shares	0	+$10	$1.3K
10	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$9	$1.1K
11	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$20
12	IFP Advisors, Inc trimmed	Shares	-82	-$105	$99
13	GAMMA Investing LLC trimmed	Shares	-740	-$934	$2.7K
14	PERKINS CAPITAL MANAGEMENT INC trimmed	Shares	-1.5K	-$1.5K	$51.4K
15	EverSource Wealth Advisors, LLC trimmed	Shares	-3.3K	-$4.3K	$1.9K
16	Police & Firemen's Retirement System of New Jersey exited	Shares	-7.8K	-$10.1K	$0

Filing Research | LUNG - PULMONX CORP Institutional Holdings