Filing Research | SLS - SELLAS Life Sciences Group Inc Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	DAGCO, INC.	Shares	1.2MSH	$18.2M
2	Everhart Financial Group, Inc.	Shares	288.0KSH	$4.3M
3	FULCRUM WEALTH ADVISORS, LLC	Shares	73.3KSH	$1.1M
4	Police & Firemen's Retirement System of New Jersey	Shares	55.7KSH	$821.6K
5	INSTRUMENTAL WEALTH, LLC	Shares	44.9KSH	$662.9K
6	Accurate Wealth Management, LLC	Shares	47.5KSH	$614.7K
7	SJS Investment Consulting Inc.	Shares	40.0KSH	$590.4K
8	VISIONARY HORIZONS, LLC	Shares	36.0KSH	$531.4K
9	Financial Designs Corp	Shares	23.3KSH	$344.3K
10	INDEPENDENT FINANCIAL GROUP, LLC	Shares	23.3KSH	$343.2K
11	Martin Capital Advisors, LLP	Shares	23.1KSH	$340.7K
12	Prospera Financial Services Inc	Shares	18.1KSH	$267.4K
13	EWA, LLC	Shares	12.8KSH	$188.9K
14	EverSource Wealth Advisors, LLC	Shares	10.0KSH	$148.2K
15	First Financial Bank - Trust Division	Shares	10.0KSH	$147.6K
16	VISION FINANCIAL MARKETS LLC	Shares	9.8KSH	$144.6K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.2KSH	$130.2K
18	SBI Securities Co., Ltd.	Shares	6.4KSH	$94.2K
19	Farther Finance Advisors, LLC	Shares	2.4KSH	$34.8K
20	Tradewinds Capital Management, LLC	Shares	1.0KSH	$14.8K
21	IFP Advisors, Inc	Shares	925SH	$13.7K
22	CoreCap Advisors, LLC	Shares	690SH	$10.2K
23	FINANCIAL CONSULATE, INC	Shares	600SH	$8.9K
24	GAMMA Investing LLC	Shares	556SH	$8.2K
25	Blue Trust, Inc.	Shares	400SH	$5.9K
26	ARMSTRONG ADVISORY GROUP, INC	Shares	380SH	$5.6K
27	Fortitude Family Office, LLC	Shares	259SH	$3.8K
28	SIGNATUREFD, LLC	Shares	55SH	$812
29	MassMutual Private Wealth & Trust, FSB	Shares	24SH	$354
30	Hughes Financial Services, LLC	Shares	19SH	$280
31	Bogart Wealth, LLC	Shares	2SH	$30

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

33 / 33 loaded

#		Instrument
1	DAGCO, INC. added	Shares	+203.7K	+$13.8M	$18.2M
2	Everhart Financial Group, Inc. trimmed	Shares	-76.4K	+$2.7M	$4.3M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+8.6K	+$622.4K	$821.6K
4	FULCRUM WEALTH ADVISORS, LLC trimmed	Shares	-36.0K	+$619.1K	$1.1M
5	SJS Investment Consulting Inc. added	Shares	+15.0K	+$484.6K	$590.4K
6	INSTRUMENTAL WEALTH, LLC unchanged	Shares	0	+$472.9K	$662.9K
7	Accurate Wealth Management, LLC added	Shares	+14.9K	+$456.0K	$614.7K
8	VISIONARY HORIZONS, LLC unchanged	Shares	0	+$379.1K	$531.4K
9	Martin Capital Advisors, LLP new	Shares	+23.1K	+$340.7K	$340.7K
10	Prospera Financial Services Inc new	Shares	+18.1K	+$267.4K	$267.4K
11	Financial Designs Corp unchanged	Shares	0	+$245.6K	$344.3K
12	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$244.8K	$343.2K
13	EverSource Wealth Advisors, LLC added	Shares	+10.0K	+$148.1K	$148.2K
14	EWA, LLC unchanged	Shares	0	+$134.7K	$188.9K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.2K	+$130.2K	$130.2K
16	First Financial Bank - Trust Division unchanged	Shares	0	+$105.3K	$147.6K
17	SBI Securities Co., Ltd. added	Shares	+4.2K	+$85.0K	$94.2K
18	Farther Finance Advisors, LLC unchanged	Shares	0	+$24.9K	$34.8K
19	Tradewinds Capital Management, LLC new	Shares	+1.0K	+$14.8K	$14.8K
20	CoreCap Advisors, LLC new	Shares	+690	+$10.2K	$10.2K
21	IFP Advisors, Inc unchanged	Shares	0	+$9.7K	$13.7K
22	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$6.3K	$8.9K
23	Blue Trust, Inc. new	Shares	+400	+$5.9K	$5.9K
24	ARMSTRONG ADVISORY GROUP, INC new	Shares	+380	+$5.6K	$5.6K
25	GAMMA Investing LLC trimmed	Shares	-259	+$4.8K	$8.2K
26	Fortitude Family Office, LLC unchanged	Shares	0	+$2.7K	$3.8K
27	MassMutual Private Wealth & Trust, FSB new	Shares	+24	+$354	$354
28	Hughes Financial Services, LLC added	Shares	+18	+$276	$280
29	SIGNATUREFD, LLC trimmed	Shares	-117	+$84	$812
30	Bogart Wealth, LLC unchanged	Shares	0	+$22	$30
31	FULCRUM WEALTH ADVISORS, LLC exited	CALL	-15.5K	-$65.6K	$0
32	Tema ETFs LLC exited	Shares	-90.0K	-$380.7K	$0
33	VISION FINANCIAL MARKETS LLC trimmed	Shares	-294.6K	-$1.1M	$144.6K