Filing Research | SWMR - SWARMER INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Magnus Financial Group LLC	Shares	20.0KSH	$886.2K
2	Sovereign Financial Group, Inc.	Shares	5.8KSH	$254.8K
3	SBI Securities Co., Ltd.	Shares	1.3KSH	$56.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	1.2KSH	$51.9K
5	IFP Advisors, Inc	Shares	936SH	$41.5K
6	Hilltop National Bank	Shares	180SH	$8.0K
7	Farther Finance Advisors, LLC	Shares	165SH	$7.3K
8	Investors Research Corp	Shares	110SH	$4.9K
9	Atlantic Edge Private Wealth Management, LLC	Shares	10SH	$444
10	CX Institutional	Shares	70SH	$3

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

13 / 13 loaded

#		Instrument
1	Magnus Financial Group LLC new	Shares	+20.0K	+$886.2K	$886.2K
2	Sovereign Financial Group, Inc. new	Shares	+5.8K	+$254.8K	$254.8K
3	Police & Firemen's Retirement System of New Jersey new	Shares	+1.2K	+$51.9K	$51.9K
4	SBI Securities Co., Ltd. added	Shares	+1.1K	+$46.1K	$56.0K
5	IFP Advisors, Inc new	Shares	+936	+$41.5K	$41.5K
6	Hilltop National Bank new	Shares	+180	+$8.0K	$8.0K
7	Farther Finance Advisors, LLC new	Shares	+165	+$7.3K	$7.3K
8	Investors Research Corp new	Shares	+110	+$4.9K	$4.9K
9	CX Institutional new	Shares	+70	+$3	$3
10	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$28	$444
11	Scarborough Advisors, LLC exited	Shares	-25	-$1.2K	$0
12	Ritter Daniher Financial Advisory LLC / DE exited	Shares	-120	-$5.7K	$0
13	Vermillion Wealth Management, Inc. exited	Shares	-500	-$23.0K	$0

Filing Research | SWMR - SWARMER INC Institutional Holdings