Filing Research | TVRD - TVARDI THERAPEUTICS INC COM Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Duncan Williams Asset Management, LLC	Shares	63.2KSH	$120.2K
2	EverSource Wealth Advisors, LLC	Shares	46SH	$88
3	GAMMA Investing LLC	Shares	40SH	$76
4	LRI Investments, LLC	Shares	27SH	$51
5	Farther Finance Advisors, LLC	Shares	16SH	$30
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6SH	$12
7	IFP Advisors, Inc	Shares	6SH	$11
8	SBI Securities Co., Ltd.	Shares	3SH	$6
9	True Wealth Design, LLC	Shares	2SH	$4
10	SJS Investment Consulting Inc.	Shares	1SH	$2

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

12 / 12 loaded

#		Instrument
1	SJS Investment Consulting Inc. unchanged	Shares	0	-$2	$2
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$6	$12
3	Sound Income Strategies, LLC exited	Shares	-2	-$6	$0
4	SBI Securities Co., Ltd. trimmed	Shares	-2	-$10	$6
5	True Wealth Design, LLC trimmed	Shares	-7	-$25	$4
6	LRI Investments, LLC unchanged	Shares	0	-$35	$51
7	Farther Finance Advisors, LLC trimmed	Shares	-7	-$39	$30
8	IFP Advisors, Inc trimmed	Shares	-30	-$103	$11
9	EverSource Wealth Advisors, LLC trimmed	Shares	-21	-$125	$88
10	GAMMA Investing LLC trimmed	Shares	-49	-$207	$76
11	Police & Firemen's Retirement System of New Jersey exited	Shares	-916	-$2.9K	$0
12	Duncan Williams Asset Management, LLC unchanged	Shares	0	-$80.9K	$120.2K

Filing Research | TVRD - TVARDI THERAPEUTICS INC COM Institutional Holdings