Filing Research | OSS - ONE STOP SYS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Penbrook Management LLC	Shares	38.9KSH	$706.7K
2	Optimus Capital Advisors, LLC	Shares	30.0KSH	$545.4K
3	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	20.0KSH	$363.6K
4	Lodestone Wealth Management LLC	Shares	19.6KSH	$357.0K
5	Apollon Wealth Management, LLC	Shares	16.2KSH	$294.4K
6	Total Clarity Wealth Management, Inc.	Shares	11.5KSH	$209.0K
7	Police & Firemen's Retirement System of New Jersey	Shares	6.6KSH	$120.5K
8	Farther Finance Advisors, LLC	Shares	1.5KSH	$27.3K
9	SBI Securities Co., Ltd.	Shares	1.4KSH	$24.9K
10	Founders Capital Management	Shares	600SH	$10.9K
11	Essential Investment Partners LLC	Shares	15SH	$273

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

11 / 11 loaded

#		Instrument
1	Optimus Capital Advisors, LLC new	Shares	+30.0K	+$545.4K	$545.4K
2	Penbrook Management LLC trimmed	Shares	-7.9K	+$352.9K	$706.7K
3	Lodestone Wealth Management LLC added	Shares	+12.8K	+$305.5K	$357.0K
4	BAKER TILLY WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$212.2K	$363.6K
5	Total Clarity Wealth Management, Inc. new	Shares	+11.5K	+$209.0K	$209.0K
6	Apollon Wealth Management, LLC trimmed	Shares	-4.8K	+$135.2K	$294.4K
7	Police & Firemen's Retirement System of New Jersey new	Shares	+6.6K	+$120.5K	$120.5K
8	Farther Finance Advisors, LLC new	Shares	+1.5K	+$27.3K	$27.3K
9	SBI Securities Co., Ltd. added	Shares	+1.4K	+$24.8K	$24.9K
10	Founders Capital Management new	Shares	+600	+$10.9K	$10.9K
11	Essential Investment Partners LLC new	Shares	+15	+$273	$273

Filing Research | OSS - ONE STOP SYS INC Institutional Holdings