Filing Research | PSQH - PSQ HOLDINGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

7 / 7 loaded

#		Instrument	quantity
1	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	115.8KSH	$46.6K
2	Merit Financial Group, LLC	Shares	93.8KSH	$37.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	80.9KSH	$22.6K
4	NorthCrest Asset Manangement, LLC	Shares	23.9KSH	$10.4K
5	Farther Finance Advisors, LLC	Shares	139SH	$56
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	80SH	$36
7	FNY Investment Advisers, LLC	Shares	500SH	$0

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

13 / 13 loaded

#		Instrument
1	NorthCrest Asset Manangement, LLC new	Shares	+23.9K	+$10.4K	$10.4K
2	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$0
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$3	$36
4	Bogart Wealth, LLC exited	Shares	-17	-$9	$0
5	Farther Finance Advisors, LLC unchanged	Shares	0	-$12	$56
6	AdvisorNet Financial, Inc exited	Shares	-233	-$123	$0
7	Sound Income Strategies, LLC exited	Shares	-715	-$352	$0
8	EverSource Wealth Advisors, LLC exited	Shares	-1.8K	-$966	$0
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+23.9K	-$5.9K	$22.6K
10	SBI Securities Co., Ltd. exited	Shares	-15.0K	-$8.0K	$0
11	Merit Financial Group, LLC trimmed	Shares	-200	-$12.0K	$37.8K
12	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC unchanged	Shares	0	-$14.7K	$46.6K
13	LEAVELL INVESTMENT MANAGEMENT, INC. exited	Shares	-28.0K	-$14.8K	$0

Filing Research | PSQH - PSQ HOLDINGS INC Institutional Holdings