Filing Research | SPOK - SPOK HLDGS INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Curated Wealth Partners LLC	Shares	2.3KSH	$869.9K
2	Redhawk Wealth Advisors, Inc.	Shares	19.2KSH	$196.1K
3	Hennion & Walsh Asset Management, Inc.	Shares	18.4KSH	$188.7K
4	Significant Wealth Partners LLC	Shares	18.1KSH	$185.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	6.6KSH	$67.6K
6	Triumph Capital Management	Shares	5.0KSH	$50.9K
7	SBI Securities Co., Ltd.	Shares	2.8KSH	$28.2K
8	GAMMA Investing LLC	Shares	2.1KSH	$22.0K
9	IFP Advisors, Inc	Shares	395SH	$4.0K
10	Physician Wealth Advisors, Inc.	Shares	229SH	$2.3K
11	EverSource Wealth Advisors, LLC	Shares	75SH	$768
12	SJS Investment Consulting Inc.	Shares	63SH	$646
13	Bogart Wealth, LLC	Shares	48SH	$492
14	Farther Finance Advisors, LLC	Shares	39SH	$401
15	JFS WEALTH ADVISORS, LLC	Shares	19SH	$195
16	True Wealth Design, LLC	Shares	14SH	$144
17	Fortitude Family Office, LLC	Shares	1SH	$10
18	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$10
19	State of Alaska, Department of Revenue	Shares	653SH	$6
20	Capital Advisors, Ltd. LLC	Shares	65SH	$1

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

23 / 23 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+2.3K	+$869.9K	$869.9K
2	Redhawk Wealth Advisors, Inc. added	Shares	+9.0K	+$85.7K	$196.1K
3	GAMMA Investing LLC added	Shares	+1.7K	+$16.9K	$22.0K
4	SBI Securities Co., Ltd. added	Shares	+894	+$7.6K	$28.2K
5	Significant Wealth Partners LLC added	Shares	+1.5K	+$4.0K	$185.8K
6	IFP Advisors, Inc added	Shares	+346	+$3.5K	$4.0K
7	Physician Wealth Advisors, Inc. new	Shares	+229	+$2.3K	$2.3K
8	SJS Investment Consulting Inc. added	Shares	+53	+$537	$646
9	Bogart Wealth, LLC new	Shares	+48	+$492	$492
10	EverSource Wealth Advisors, LLC added	Shares	+26	+$233	$768
11	JFS WEALTH ADVISORS, LLC new	Shares	+19	+$195	$195
12	True Wealth Design, LLC added	Shares	+7	+$67	$144
13	Fortitude Family Office, LLC new	Shares	+1	+$10	$10
14	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$10	$10
15	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
16	State of Alaska, Department of Revenue unchanged	Shares	0	-$1	$6
17	Sound Income Strategies, LLC exited	Shares	-29	-$322	$0
18	Versant Capital Management, Inc exited	Shares	-89	-$970	$0
19	Farther Finance Advisors, LLC trimmed	Shares	-98	-$1.1K	$401
20	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$4.4K	$67.6K
21	Triumph Capital Management trimmed	Shares	-530	-$9.1K	$50.9K
22	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-275	-$15.2K	$188.7K
23	Brady Martz Wealth Solutions, LLC exited	Shares	-12.2K	-$133.2K	$0