Filing Research | SNDA - SONIDA SENIOR LIVING INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Financial Enhancement Group LLC	Shares	24.7KSH	$1.0M
2	Finivi Inc.	Shares	21.4KSH	$873.0K
3	RFG Advisory, LLC	Shares	15.9KSH	$648.8K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.5KSH	$505.5K
5	J.W. COLE ADVISORS, INC.	Shares	11.4KSH	$465.8K
6	FAMILY WEALTH PARTNERS, LLC	Shares	11.2KSH	$458.9K
7	Merit Financial Group, LLC	Shares	9.6KSH	$390.5K
8	Spire Wealth Management	Shares	9.3KSH	$379.4K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.5KSH	$346.8K
10	ARMSTRONG ADVISORY GROUP, INC	Shares	7.6KSH	$308.8K
11	Brookstone Capital Management	Shares	7.0KSH	$285.3K
12	IFP Advisors, Inc	Shares	4.1KSH	$168.5K
13	Tradewinds Capital Management, LLC	Shares	2.5KSH	$102.1K
14	Darwin Wealth Management, LLC	Shares	2.0KSH	$80.1K
15	SIGNATUREFD, LLC	Shares	2.0KSH	$80.1K
16	Main Street Group, LTD	Shares	1.6KSH	$63.4K
17	Beaird Harris Wealth Management, LLC	Shares	1.4KSH	$59.0K
18	Farther Finance Advisors, LLC	Shares	1.3KSH	$52.6K
19	Nova Wealth Management, Inc.	Shares	1.2KSH	$48.8K
20	Blue Trust, Inc.	Shares	772SH	$31.5K
21	EverSource Wealth Advisors, LLC	Shares	744SH	$30.4K
22	High Note Wealth, LLC	Shares	625SH	$25.5K
23	MassMutual Private Wealth & Trust, FSB	Shares	566SH	$23.1K
24	FARMERS & MERCHANTS INVESTMENTS INC	Shares	452SH	$19.1K
25	Financial Life Planners	Shares	313SH	$12.8K
26	Raleigh Capital Management Inc.	Shares	296SH	$12.1K
27	CoreCap Advisors, LLC	Shares	279SH	$11.4K
28	MILLER WEALTH ADVISORS, LLC	Shares	1.0KSH	$9.1K
29	Pacifica Partners Inc.	Shares	113SH	$4.8K
30	GAMMA Investing LLC	Shares	34SH	$1.4K
31	SJS Investment Consulting Inc.	Shares	33SH	$1.3K
32	FNY Investment Advisers, LLC	Shares	4.5KSH	$183
33	Capital Advisors, Ltd. LLC	Shares	1.4KSH	$57
34	State of Alaska, Department of Revenue	Shares	1.0KSH	$41
35	CX Institutional	Shares	629SH	$26

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

45 / 45 loaded

#		Instrument
1	Financial Enhancement Group LLC new	Shares	+24.7K	+$1.0M	$1.0M
2	Finivi Inc. new	Shares	+21.4K	+$873.0K	$873.0K
3	J.W. COLE ADVISORS, INC. new	Shares	+11.4K	+$465.8K	$465.8K
4	RFG Advisory, LLC added	Shares	+7.2K	+$369.5K	$648.8K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+7.4K	+$312.9K	$346.8K
6	Spire Wealth Management added	Shares	+3.6K	+$196.3K	$379.4K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+867	+$131.5K	$505.5K
8	FAMILY WEALTH PARTNERS, LLC added	Shares	+793	+$121.7K	$458.9K
9	ARMSTRONG ADVISORY GROUP, INC trimmed	Shares	-1.0K	+$31.9K	$308.8K
10	Brookstone Capital Management trimmed	Shares	-1.0K	+$27.3K	$285.3K
11	MassMutual Private Wealth & Trust, FSB new	Shares	+566	+$23.1K	$23.1K
12	Tradewinds Capital Management, LLC unchanged	Shares	0	+$21.4K	$102.1K
13	Farther Finance Advisors, LLC added	Shares	+305	+$21.0K	$52.6K
14	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+452	+$19.1K	$19.1K
15	Darwin Wealth Management, LLC unchanged	Shares	0	+$16.8K	$80.1K
16	SIGNATUREFD, LLC unchanged	Shares	0	+$16.8K	$80.1K
17	Main Street Group, LTD unchanged	Shares	0	+$13.3K	$63.4K
18	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$12.4K	$59.0K
19	Nova Wealth Management, Inc. unchanged	Shares	0	+$10.2K	$48.8K
20	Blue Trust, Inc. added	Shares	+69	+$8.8K	$31.5K
21	MILLER WEALTH ADVISORS, LLC added	Shares	+906	+$6.0K	$9.1K
22	High Note Wealth, LLC unchanged	Shares	0	+$5.3K	$25.5K
23	Financial Life Planners unchanged	Shares	0	+$2.7K	$12.8K
24	Raleigh Capital Management Inc. unchanged	Shares	0	+$2.5K	$12.1K
25	SJS Investment Consulting Inc. new	Shares	+33	+$1.3K	$1.3K
26	Pacifica Partners Inc. unchanged	Shares	0	+$1.1K	$4.8K
27	GAMMA Investing LLC unchanged	Shares	0	+$290	$1.4K
28	FNY Investment Advisers, LLC added	Shares	+1.0K	+$71	$183
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$12	$57
30	State of Alaska, Department of Revenue unchanged	Shares	0	+$9	$41
31	CX Institutional unchanged	Shares	0	+$6	$26
32	Key FInancial Inc exited	Shares	-121	-$3.9K	$0
33	Atlantic Edge Private Wealth Management, LLC exited	Shares	-142	-$4.6K	$0
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-295	-$9.5K	$0
35	BARRETT & COMPANY, INC. exited	Shares	-418	-$13.5K	$0
36	CoreCap Advisors, LLC trimmed	Shares	-629	-$17.9K	$11.4K
37	MBM WEALTH CONSULTANTS, LLC exited	Shares	-695	-$22.4K	$0
38	LANARK FINANCIAL, INC. exited	Shares	-732	-$23.6K	$0
39	EverSource Wealth Advisors, LLC trimmed	Shares	-1.3K	-$36.0K	$30.4K
40	First Pacific Financial exited	Shares	-1.8K	-$56.4K	$0
41	IFP Advisors, Inc trimmed	Shares	-3.4K	-$74.2K	$168.5K
42	BFSG, LLC exited	Shares	-2.8K	-$91.7K	$0
43	Sound Income Strategies, LLC exited	Shares	-4.1K	-$131.0K	$0
44	Merit Financial Group, LLC trimmed	Shares	-10.0K	-$242.0K	$390.5K
45	Capital Management Associates, Inc exited	Shares	-26.4K	-$852.5K	$0