Filing Research | PRM - Perimeter Solutions Inc Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	EQUITABLE TRUST CO	Shares	1.6MSH	$56.5M
2	Catawba River Capital	Shares	594.3KSH	$21.2M
3	Conestoga Capital Advisors, LLC	Shares	536.0KSH	$19.1M
4	Davidson Kahn Capital Management, LLC	Shares	286.6KSH	$10.2M
5	Police & Firemen's Retirement System of New Jersey	Shares	44.9KSH	$1.6M
6	ARGENT CAPITAL MANAGEMENT LLC	Shares	30.2KSH	$1.1M
7	BENJAMIN EDWARDS INC	Shares	29.4KSH	$1.0M
8	Enclave Advisors LLC	Shares	22.4KSH	$799.7K
9	Aprio Wealth Management, LLC	Shares	20.5KSH	$729.3K
10	NorthCrest Asset Manangement, LLC	Shares	18.0KSH	$631.8K
11	Avidian Wealth Enterprises, LLC	Shares	14.7KSH	$523.8K
12	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	14.6KSH	$521.1K
13	Connecticut Capital Management Group, LLC	Shares	14.1KSH	$500.9K
14	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	11.2KSH	$397.6K
15	Harbour Capital Advisors, LLC	Shares	8.8KSH	$302.9K
16	Sequoia Financial Advisors, LLC	Shares	8.2KSH	$293.1K
17	Abel Hall, LLC	Shares	7.4KSH	$265.3K
18	VISTA FINANCE, LLC	Shares	6.0KSH	$214.2K
19	GAMMA Investing LLC	Shares	5.1KSH	$182.8K
20	SIGNATUREFD, LLC	Shares	2.9KSH	$101.8K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.4KSH	$101.0K
22	FINANCIAL CONSULATE, INC	Shares	2.7KSH	$97.3K
23	EverSource Wealth Advisors, LLC	Shares	758SH	$27.0K
24	Financial Management Professionals, Inc.	Shares	737SH	$26.3K
25	ARMSTRONG ADVISORY GROUP, INC	Shares	682SH	$24.3K
26	Farther Finance Advisors, LLC	Shares	568SH	$20.2K
27	Versant Capital Management, Inc	Shares	520SH	$18.5K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	509SH	$17.6K
29	Blue Trust, Inc.	Shares	289SH	$10.3K
30	WEST PACES ADVISORS INC.	Shares	90SH	$3.2K
31	MassMutual Private Wealth & Trust, FSB	Shares	63SH	$2.2K
32	SJS Investment Consulting Inc.	Shares	60SH	$2.1K
33	Torren Management, LLC	Shares	57SH	$2.0K
34	Handelsbanken Fonder AB	Shares	53.1KSH	$1.9K
35	JFS WEALTH ADVISORS, LLC	Shares	52SH	$1.9K
36	HM PAYSON & CO	Shares	50SH	$1.8K
37	Fortitude Family Office, LLC	Shares	36SH	$1.3K
38	PARK AVENUE SECURITIES LLC	Shares	27.2KSH	$968
39	IFP Advisors, Inc	Shares	21SH	$749
40	Creative Capital Management Investments LLC	Shares	18SH	$642
41	Hughes Financial Services, LLC	Shares	15SH	$535
42	GHP Investment Advisors, Inc.	Shares	11SH	$393
43	DiNuzzo Private Wealth, Inc.	Shares	10SH	$357
44	State of Alaska, Department of Revenue	Shares	6.6KSH	$233
45	LRI Investments, LLC	Shares	4SH	$143
46	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$36
47	SBI Securities Co., Ltd.	Shares	1SH	$36
48	LANARK FINANCIAL, INC.	Shares	1SH	$35
49	TSFG, LLC	Shares	21SH	$1

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

50 / 55 loaded

#		Instrument
1	Conestoga Capital Advisors, LLC new	Shares	+536.0K	+$19.1M	$19.1M
2	EQUITABLE TRUST CO trimmed	Shares	-69.5K	+$16.1M	$56.5M
3	Catawba River Capital trimmed	Shares	-5.1K	+$5.7M	$21.2M
4	Davidson Kahn Capital Management, LLC added	Shares	+15.9K	+$3.6M	$10.2M
5	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+30.2K	+$1.1M	$1.1M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+6.6K	+$664.5K	$1.6M
7	BENJAMIN EDWARDS INC added	Shares	+3.9K	+$426.1K	$1.0M
8	Harbour Capital Advisors, LLC new	Shares	+8.8K	+$302.9K	$302.9K
9	Sequoia Financial Advisors, LLC new	Shares	+8.2K	+$293.1K	$293.1K
10	Abel Hall, LLC new	Shares	+7.4K	+$265.3K	$265.3K
11	Enclave Advisors LLC unchanged	Shares	0	+$251.9K	$799.7K
12	VISTA FINANCE, LLC new	Shares	+6.0K	+$214.2K	$214.2K
13	NorthCrest Asset Manangement, LLC added	Shares	+50	+$172.3K	$631.8K
14	Aprio Wealth Management, LLC trimmed	Shares	-2.5K	+$169.9K	$729.3K
15	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+215	+$169.4K	$521.1K
16	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$165.0K	$523.8K
17	Connecticut Capital Management Group, LLC unchanged	Shares	0	+$157.8K	$500.9K
18	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-52	+$124.0K	$397.6K
19	GAMMA Investing LLC added	Shares	+425	+$68.0K	$182.8K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+573	+$28.7K	$101.0K
21	Financial Management Professionals, Inc. new	Shares	+737	+$26.3K	$26.3K
22	FINANCIAL CONSULATE, INC trimmed	Shares	-290	+$23.6K	$97.3K
23	SIGNATUREFD, LLC trimmed	Shares	-572	+$18.1K	$101.8K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+209	+$9.9K	$17.6K
25	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$7.7K	$24.3K
26	Versant Capital Management, Inc added	Shares	+41	+$6.8K	$18.5K
27	Farther Finance Advisors, LLC added	Shares	+8	+$5.7K	$20.2K
28	Blue Trust, Inc. unchanged	Shares	0	+$3.2K	$10.3K
29	WEST PACES ADVISORS INC. new	Shares	+90	+$3.2K	$3.2K
30	SJS Investment Consulting Inc. added	Shares	+46	+$1.8K	$2.1K
31	JFS WEALTH ADVISORS, LLC added	Shares	+20	+$1.1K	$1.9K
32	Fortitude Family Office, LLC added	Shares	+25	+$1.0K	$1.3K
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$708	$2.2K
34	Handelsbanken Fonder AB added	Shares	+2.5K	+$657	$1.9K
35	Creative Capital Management Investments LLC new	Shares	+18	+$642	$642
36	Torren Management, LLC unchanged	Shares	0	+$640	$2.0K
37	HM PAYSON & CO unchanged	Shares	0	+$562	$1.8K
38	Hughes Financial Services, LLC added	Shares	+12	+$462	$535
39	PARK AVENUE SECURITIES LLC added	Shares	+4.4K	+$411	$968
40	IFP Advisors, Inc unchanged	Shares	0	+$236	$749
41	LRI Investments, LLC new	Shares	+4	+$143	$143
42	GHP Investment Advisors, Inc. unchanged	Shares	0	+$124	$393
43	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	+$88	$357
44	State of Alaska, Department of Revenue unchanged	Shares	0	+$73	$233
45	SBI Securities Co., Ltd. unchanged	Shares	0	+$12	$36
46	LANARK FINANCIAL, INC. unchanged	Shares	0	+$11	$35
47	TSFG, LLC unchanged	Shares	0	$0	$1
48	Matrix Trust Co exited	Shares	-466	-$11	$0
49	Vermillion Wealth Management, Inc. exited	Shares	-5	-$122	$0
50	True Wealth Design, LLC exited	Shares	-57	-$1.4K	$0

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