Filing Research | NMAX - NEWSMAX INC Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	73.8KSH	$607.2K
2	KIECKHEFER GROUP LLC	Shares	42.5KSH	$351.9K
3	Heck Capital Advisors, LLC	Shares	27.6KSH	$228.8K
4	Defender Capital, LLC.	Shares	27.3KSH	$225.7K
5	Merit Financial Group, LLC	Shares	20.2KSH	$167.4K
6	Abel Hall, LLC	Shares	20.0KSH	$165.9K
7	Farther Finance Advisors, LLC	Shares	15.6KSH	$128.8K
8	FINANCIAL CONSULATE, INC	Shares	13.6KSH	$112.9K
9	Allegheny Financial Group	Shares	13.3KSH	$109.9K
10	FORTEM FINANCIAL GROUP, LLC	Shares	13.2KSH	$109.1K
11	Apollon Wealth Management, LLC	Shares	12.7KSH	$104.9K
12	J.W. COLE ADVISORS, INC.	Shares	11.9KSH	$98.9K
13	Police & Firemen's Retirement System of New Jersey	Shares	11.9KSH	$98.6K
14	PFS Partners, LLC	Shares	3.4KSH	$28.3K
15	EverSource Wealth Advisors, LLC	Shares	3.2KSH	$26.4K
16	IFP Advisors, Inc	Shares	2.3KSH	$19.2K
17	Owl Creek Wealth Partners LLC	Shares	2.1KSH	$17.7K
18	SOA Wealth Advisors, LLC.	Shares	2.1KSH	$17.4K
19	Rachor Investment Advisory Services, LLC	Shares	2.0KSH	$16.8K
20	SIGNATUREFD, LLC	Shares	1.9KSH	$15.8K
21	ARMSTRONG ADVISORY GROUP, INC	Shares	1.6KSH	$13.3K
22	Steigerwald, Gordon & Koch Inc.	Shares	1.4KSH	$11.2K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$10.3K
24	WOLFF WIESE MAGANA LLC	Shares	1.0KSH	$8.3K
25	Bogart Wealth, LLC	Shares	902SH	$7.5K
26	TOWER TRUST & INVESTMENT Co	Shares	902SH	$7.5K
27	Tradewinds Capital Management, LLC	Shares	680SH	$5.6K
28	HHM Wealth Advisors, LLC	Shares	676SH	$5.6K
29	Moisand Fitzgerald Tamayo, LLC	Shares	600SH	$5.0K
30	True Wealth Design, LLC	Shares	531SH	$4.4K
31	GAMMA Investing LLC	Shares	426SH	$3.5K
32	AdvisorNet Financial, Inc	Shares	400SH	$3.3K
33	LANARK FINANCIAL, INC.	Shares	400SH	$3.3K
34	Fortitude Family Office, LLC	Shares	321SH	$2.7K
35	Blue Trust, Inc.	Shares	250SH	$2.1K
36	Strategic Investment Solutions, Inc. /IL	Shares	250SH	$2.1K
37	FIRST FINANCIAL CORP /IN/	Shares	206SH	$1.7K
38	EVOLUTION WEALTH MANAGEMENT INC.	Shares	200SH	$1.7K
39	Pflug Koory, LLC	Shares	175SH	$1.4K
40	SALEM INVESTMENT COUNSELORS INC	Shares	175SH	$1.4K
41	SIMS INVESTMENT MANAGEMENT, LLC	Shares	152SH	$1.3K
42	BFSG, LLC	Shares	130SH	$1.1K
43	CoreCap Advisors, LLC	Shares	127SH	$1.1K
44	Center for Financial Planning, Inc.	Shares	120SH	$994
45	Holos Integrated Wealth LLC	Shares	100SH	$874
46	LRI Investments, LLC	Shares	100SH	$828
47	Three Bearings Fiduciary Advisors, Inc.	Shares	100SH	$828
48	SJS Investment Consulting Inc.	Shares	74SH	$613
49	SBI Securities Co., Ltd.	Shares	72SH	$596
50	Mosley Wealth Management	Shares	60SH	$497

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

50 / 62 loaded

#		Instrument
1	KIECKHEFER GROUP LLC new	Shares	+42.5K	+$351.9K	$351.9K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+25.9K	+$335.4K	$607.2K
3	Merit Financial Group, LLC added	Shares	+6.8K	+$97.3K	$167.4K
4	Heck Capital Advisors, LLC unchanged	Shares	0	+$84.6K	$228.8K
5	Defender Capital, LLC. unchanged	Shares	0	+$83.4K	$225.7K
6	Abel Hall, LLC added	Shares	+827	+$65.6K	$165.9K
7	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$41.7K	$112.9K
8	Allegheny Financial Group unchanged	Shares	0	+$40.6K	$109.9K
9	Apollon Wealth Management, LLC added	Shares	+142	+$39.5K	$104.9K
10	Farther Finance Advisors, LLC trimmed	Shares	-826	+$38.7K	$128.8K
11	J.W. COLE ADVISORS, INC. unchanged	Shares	0	+$36.5K	$98.9K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$36.4K	$98.6K
13	FORTEM FINANCIAL GROUP, LLC trimmed	Shares	-1.0K	+$35.1K	$109.1K
14	EverSource Wealth Advisors, LLC added	Shares	+579	+$12.8K	$26.4K
15	PFS Partners, LLC unchanged	Shares	0	+$10.4K	$28.3K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+1.0K	+$9.8K	$10.3K
17	IFP Advisors, Inc added	Shares	+350	+$8.9K	$19.2K
18	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$6.4K	$17.4K
19	Rachor Investment Advisory Services, LLC unchanged	Shares	0	+$6.2K	$16.8K
20	Owl Creek Wealth Partners LLC trimmed	Shares	-300	+$5.0K	$17.7K
21	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$4.9K	$13.3K
22	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$4.2K	$11.2K
23	SIGNATUREFD, LLC trimmed	Shares	-410	+$3.7K	$15.8K
24	True Wealth Design, LLC added	Shares	+356	+$3.5K	$4.4K
25	Bogart Wealth, LLC unchanged	Shares	0	+$2.8K	$7.5K
26	TOWER TRUST & INVESTMENT Co unchanged	Shares	0	+$2.8K	$7.5K
27	Fortitude Family Office, LLC new	Shares	+321	+$2.7K	$2.7K
28	Tradewinds Capital Management, LLC unchanged	Shares	0	+$2.1K	$5.6K
29	HHM Wealth Advisors, LLC unchanged	Shares	0	+$2.1K	$5.6K
30	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$1.8K	$5.0K
31	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+152	+$1.3K	$1.3K
32	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.2K	$3.3K
33	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.2K	$3.3K
34	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$765	$2.1K
35	Blue Trust, Inc. trimmed	Shares	-20	+$661	$2.1K
36	FIRST FINANCIAL CORP /IN/ unchanged	Shares	0	+$631	$1.7K
37	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$612	$1.7K
38	SJS Investment Consulting Inc. added	Shares	+67	+$576	$613
39	Pflug Koory, LLC unchanged	Shares	0	+$535	$1.4K
40	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$535	$1.4K
41	BFSG, LLC unchanged	Shares	0	+$398	$1.1K
42	CoreCap Advisors, LLC unchanged	Shares	0	+$389	$1.1K
43	Center for Financial Planning, Inc. unchanged	Shares	0	+$367	$994
44	Holos Integrated Wealth LLC unchanged	Shares	0	+$331	$874
45	LRI Investments, LLC unchanged	Shares	0	+$306	$828
46	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	+$306	$828
47	SBI Securities Co., Ltd. added	Shares	+13	+$288	$596
48	Trust Co unchanged	Shares	0	+$153	$414
49	Morton Brown Family Wealth, LLC unchanged	Shares	0	+$122	$331
50	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$110	$298

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