Filing Research | STIM - NEURONETICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	David J Yvars Group	Shares	27.6KSH	$35.8K
2	Composition Wealth, LLC	Shares	19.9KSH	$25.8K
3	Physician Wealth Advisors, Inc.	Shares	775SH	$1.0K
4	GAMMA Investing LLC	Shares	681SH	$885
5	EverSource Wealth Advisors, LLC	Shares	606SH	$788
6	Allied Private Wealth LLC	Shares	470SH	$723
7	SBI Securities Co., Ltd.	Shares	458SH	$595
8	Farther Finance Advisors, LLC	Shares	226SH	$294
9	IFP Advisors, Inc	Shares	12SH	$16

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

13 / 13 loaded

#		Instrument
1	Composition Wealth, LLC new	Shares	+19.9K	+$25.8K	$25.8K
2	David J Yvars Group added	Shares	+7.3K	+$6.4K	$35.8K
3	Farther Finance Advisors, LLC added	Shares	+167	+$206	$294
4	IFP Advisors, Inc added	Shares	+9	+$12	$16
5	EverSource Wealth Advisors, LLC added	Shares	+55	-$11	$788
6	SJS Investment Consulting Inc. exited	Shares	-17	-$25	$0
7	True Wealth Design, LLC exited	Shares	-18	-$27	$0
8	SBI Securities Co., Ltd. added	Shares	+5	-$62	$595
9	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$116	$1.0K
10	GAMMA Investing LLC trimmed	Shares	-537	-$881	$885
11	Police & Firemen's Retirement System of New Jersey exited	Shares	-9.7K	-$14.1K	$0
12	Presidio Capital Management, LLC exited	Shares	-11.1K	-$16.1K	$0
13	Fermata Advisors, LLC exited	Shares	-19.8K	-$28.8K	$0

Filing Research | STIM - NEURONETICS INC Institutional Holdings