Filing Research | VUZI - VUZIX CORP Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Taylor Frigon Capital Management LLC	Shares	322.0KSH	$933.7K
2	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	158.0KSH	$458.2K
3	Police & Firemen's Retirement System of New Jersey	Shares	29.0KSH	$84.2K
4	B. Riley Wealth Advisors, Inc.	Shares	30.0KSH	$81.9K
5	MCRAE CAPITAL MANAGEMENT INC	Shares	23.0KSH	$66.7K
6	Stonebridge Financial Group, LLC	Shares	21.5KSH	$62.4K
7	Brookwood Investment Group LLC	Shares	12.8KSH	$37.1K
8	Confluence Wealth Services, Inc.	Shares	10.9KSH	$31.7K
9	SBI Securities Co., Ltd.	Shares	7.7KSH	$22.4K
10	LANARK FINANCIAL, INC.	Shares	2.5KSH	$7.3K
11	SALEM INVESTMENT COUNSELORS INC	Shares	350SH	$1.0K
12	SJS Investment Consulting Inc.	Shares	200SH	$580
13	GAMMA Investing LLC	Shares	186SH	$539
14	True Wealth Design, LLC	Shares	63SH	$183
15	Farther Finance Advisors, LLC	Shares	60SH	$174
16	Fortitude Family Office, LLC	Shares	43SH	$125
17	EverSource Wealth Advisors, LLC	Shares	41SH	$119
18	IFP Advisors, Inc	Shares	6SH	$17
19	TOTH FINANCIAL ADVISORY CORP	Shares	5SH	$15

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

22 / 22 loaded

#		Instrument
1	Taylor Frigon Capital Management LLC trimmed	Shares	-1.1K	+$187.5K	$933.7K
2	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$93.2K	$458.2K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+15.9K	+$54.0K	$84.2K
4	Brookwood Investment Group LLC new	Shares	+12.8K	+$37.1K	$37.1K
5	Confluence Wealth Services, Inc. new	Shares	+10.9K	+$31.7K	$31.7K
6	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$19.8K	$81.9K
7	MCRAE CAPITAL MANAGEMENT INC unchanged	Shares	0	+$13.6K	$66.7K
8	Stonebridge Financial Group, LLC unchanged	Shares	0	+$12.7K	$62.4K
9	SBI Securities Co., Ltd. trimmed	Shares	-155	+$4.2K	$22.4K
10	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.5K	$7.3K
11	SJS Investment Consulting Inc. new	Shares	+200	+$580	$580
12	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$206	$1.0K
13	True Wealth Design, LLC new	Shares	+63	+$183	$183
14	Farther Finance Advisors, LLC added	Shares	+55	+$162	$174
15	Fortitude Family Office, LLC new	Shares	+43	+$125	$125
16	IFP Advisors, Inc new	Shares	+6	+$17	$17
17	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$3	$15
18	Lodestone Wealth Management LLC exited	Shares	-40	-$92	$0
19	EverSource Wealth Advisors, LLC trimmed	Shares	-74	-$147	$119
20	GAMMA Investing LLC trimmed	Shares	-754	-$1.6K	$539
21	Sound Income Strategies, LLC exited	Shares	-3.0K	-$7.0K	$0
22	Independent Wealth Network Inc. exited	Shares	-13.4K	-$31.0K	$0