Snapshot holdings
#
1Tema ETFs LLC$13.4M
2PFG Advisors$1.3M
3Apollon Wealth Management, LLC$966.4K
4GRIFFIN ASSET MANAGEMENT, INC.$581.0K
5SAPIENT CAPITAL LLC$290.2K
6HBW ADVISORY SERVICES LLC$274.7K
7Byrne Asset Management LLC$250.6K
8Brookstone Capital Management$215.6K
9SBI Securities Co., Ltd.$94.1K
10Police & Firemen's Retirement System of New Jersey$85.5K
11Bogart Wealth, LLC$19.3K
12CITY HOLDING CO$17.5K
13FINANCIAL CONSULATE, INC$8.8K
14Farther Finance Advisors, LLC$8.1K
15SIGNATUREFD, LLC$7.9K
16Ritter Daniher Financial Advisory LLC / DE$5.8K
17Investors Research Corp$4.9K
18Signature Resources Capital Management, LLC$4.4K
19True Wealth Design, LLC$3.9K
20IFP Advisors, Inc$3.5K
21Tradewinds Capital Management, LLC$3.5K
22BARRETT & COMPANY, INC.$1.8K
23Atlantic Edge Private Wealth Management, LLC$1.8K
24Aventura Private Wealth, LLC$1.8K
25CoreCap Advisors, LLC$1.5K
26Fortitude Family Office, LLC$614
27Crewe Advisors LLC$246
281620 INVESTMENT ADVISORS, INC.$162
29FNY Investment Advisers, LLC$64
Manager changes
#
1+$13.4M
2+$1.3M
3+$666.5K
4+$581.0K
5+$215.6K
6+$128.0K
7+$97.4K
8+$85.5K
9+$60.9K
10+$19.3K
11+$17.5K
12+$8.8K
13+$8.1K
14+$7.9K
15+$5.8K
16+$4.9K
17+$4.4K
18+$3.9K
19+$3.5K
20+$3.5K
21+$1.8K
22+$1.8K
23+$1.8K
24+$1.5K
25+$285
26+$246
27+$162
28-$91
29-$24.6K
Filing Research | VELO - VELO3D INC Institutional Holdings