Filing Research | SMTI - SANARA MEDTECH INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Stonebridge Wealth Management, LLC	Shares	129.5KSH	$3.1M
2	SALEM INVESTMENT COUNSELORS INC	Shares	10.1KSH	$239.1K
3	Police & Firemen's Retirement System of New Jersey	Shares	783SH	$18.5K
4	EverSource Wealth Advisors, LLC	Shares	154SH	$3.6K
5	IFP Advisors, Inc	Shares	82SH	$1.9K
6	GAMMA Investing LLC	Shares	80SH	$1.9K
7	True Wealth Design, LLC	Shares	67SH	$1.6K
8	Spire Wealth Management	Shares	60SH	$1.4K
9	Farther Finance Advisors, LLC	Shares	50SH	$1.2K
10	SJS Investment Consulting Inc.	Shares	7SH	$166
11	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$24

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

11 / 11 loaded

#		Instrument
1	Stonebridge Wealth Management, LLC trimmed	Shares	-7.4K	+$701.8K	$3.1M
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.0K	$18.5K
3	EverSource Wealth Advisors, LLC added	Shares	+60	+$2.0K	$3.6K
4	IFP Advisors, Inc added	Shares	+61	+$1.6K	$1.9K
5	Spire Wealth Management new	Shares	+60	+$1.4K	$1.4K
6	True Wealth Design, LLC added	Shares	+48	+$1.3K	$1.6K
7	Farther Finance Advisors, LLC added	Shares	+37	+$969	$1.2K
8	GAMMA Investing LLC unchanged	Shares	0	+$513	$1.9K
9	SJS Investment Consulting Inc. added	Shares	+6	+$148	$166
10	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$24	$24
11	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-9.1K	-$90.8K	$239.1K

Filing Research | SMTI - SANARA MEDTECH INC Institutional Holdings