Filing Research | OPTT - OCEAN PWR TECHNOLOGIES INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Spinnaker Investment Group, LLC	Shares	1.0MSH	$272.8K
2	HAMILTON CAPITAL PARTNERS, LLC	Shares	500.2KSH	$131.1K
3	Morton Brown Family Wealth, LLC	Shares	58.3KSH	$15.3K
4	SBI Securities Co., Ltd.	Shares	54.2KSH	$14.2K
5	Sequoia Financial Advisors, LLC	Shares	50.0KSH	$13.1K
6	J.W. COLE ADVISORS, INC.	Shares	43.7KSH	$11.5K
7	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	21.0KSH	$5.5K
8	Sovereign Financial Group, Inc.	Shares	17.0KSH	$4.5K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.4KSH	$3.2K
10	IFP Advisors, Inc	Shares	10.0KSH	$2.6K
11	MN Wealth Advisors, LLC	Shares	10.0KSH	$2.6K
12	Grove Bank & Trust	Shares	3.0KSH	$786
13	Cape Investment Advisory, Inc.	Shares	500SH	$131
14	CoreCap Advisors, LLC	Shares	250SH	$66

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

15 / 15 loaded

#		Instrument
1	HAMILTON CAPITAL PARTNERS, LLC new	Shares	+500.2K	+$131.1K	$131.1K
2	Sequoia Financial Advisors, LLC new	Shares	+50.0K	+$13.1K	$13.1K
3	J.W. COLE ADVISORS, INC. new	Shares	+43.7K	+$11.5K	$11.5K
4	SBI Securities Co., Ltd. added	Shares	+29.0K	+$5.4K	$14.2K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.4K	+$3.2K	$3.2K
6	Grove Bank & Trust new	Shares	+3.0K	+$786	$786
7	Cape Investment Advisory, Inc. new	Shares	+500	+$131	$131
8	FNY Investment Advisers, LLC exited	Shares	-3.8K	-$1	$0
9	CoreCap Advisors, LLC unchanged	Shares	0	-$22	$66
10	IFP Advisors, Inc unchanged	Shares	0	-$880	$2.6K
11	Sovereign Financial Group, Inc. unchanged	Shares	0	-$1.5K	$4.5K
12	VOISARD ASSET MANAGEMENT GROUP, INC. unchanged	Shares	0	-$1.8K	$5.5K
13	Morton Brown Family Wealth, LLC unchanged	Shares	0	-$5.1K	$15.3K
14	MN Wealth Advisors, LLC trimmed	Shares	-17.0K	-$6.8K	$2.6K
15	Spinnaker Investment Group, LLC unchanged	Shares	0	-$91.6K	$272.8K

Filing Research | OPTT - OCEAN PWR TECHNOLOGIES INC Institutional Holdings