Filing Research | LITHIUM AMERS CORP NEW Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	GK Wealth Management LLC	CALL	1.4MSH	$5.2M
2	Teamwork Financial Advisors, LLC	Shares	893.4KSH	$3.4M
3	Revisor Wealth Management LLC	Shares	416.3KSH	$1.6M
4	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	230.0KSH	$885.5K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	241.4KSH	$801.3K
6	Independent Wealth Network Inc.	Shares	137.2KSH	$528.3K
7	Y-Intercept (Hong Kong) Ltd	Shares	123.9KSH	$477.2K
8	Formidable Asset Management, LLC	Shares	98.6KSH	$383.4K
9	Encompass More Asset Management	Shares	61.1KSH	$235.3K
10	SBI Securities Co., Ltd.	Shares	56.8KSH	$218.8K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	36.6KSH	$140.3K
12	Pine Valley Investments Ltd Liability Co	Shares	32.9KSH	$126.8K
13	J.W. COLE ADVISORS, INC.	Shares	30.9KSH	$119.1K
14	PING CAPITAL MANAGEMENT, INC.	Shares	30.2KSH	$116.3K
15	Apollon Wealth Management, LLC	Shares	28.0KSH	$107.8K
16	SIGNATUREFD, LLC	Shares	26.4KSH	$101.7K
17	SLT Holdings LLC	Shares	26.0KSH	$100.1K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	25.9KSH	$99.8K
19	Ballentine Partners, LLC	Shares	23.5KSH	$90.5K
20	PFG Investments, LLC	Shares	19.2KSH	$73.9K
21	Prospera Financial Services Inc	Shares	17.4KSH	$67.2K
22	MATAURO, LLC	Shares	16.8KSH	$64.7K
23	IFC & Insurance Marketing, Inc.	Shares	13.8KSH	$52.9K
24	D.A. DAVIDSON & CO.	Shares	12.0KSH	$46.2K
25	TRUE Private Wealth Advisors	Shares	11.0KSH	$42.2K
26	Aventura Private Wealth, LLC	Shares	7.4KSH	$28.5K
27	Main Street Group, LTD	Shares	6.2KSH	$23.7K
28	CACTI ASSET MANAGEMENT LLC	Shares	5.0KSH	$19.3K
29	Smallwood Wealth Investment Management, LLC	Shares	4.1KSH	$15.9K
30	CoreCap Advisors, LLC	Shares	4.0KSH	$15.5K
31	Golden State Wealth Management, LLC	Shares	4.0KSH	$15.4K
32	Farther Finance Advisors, LLC	Shares	3.8KSH	$14.5K
33	Global X Japan Co., Ltd.	Shares	3.5KSH	$13.5K
34	ST GERMAIN D J CO INC	Shares	3.3KSH	$12.8K
35	AdvisorNet Financial, Inc	Shares	3.1KSH	$12.0K
36	Bogart Wealth, LLC	Shares	3.0KSH	$11.6K
37	VISION FINANCIAL MARKETS LLC	Shares	2.9KSH	$11.1K
38	BIRCHBROOK, INC.	Shares	2.0KSH	$7.7K
39	Hickory Point Bank & Trust	Shares	2.0KSH	$7.7K
40	Rosenberg Matthew Hamilton	Shares	1.0KSH	$3.9K
41	VSM Wealth Advisory, LLC	Shares	1.0KSH	$3.9K
42	Spire Wealth Management	Shares	786SH	$3.0K
43	Atlantic Edge Private Wealth Management, LLC	Shares	750SH	$2.9K
44	Financial Management Professionals, Inc.	Shares	600SH	$2.3K
45	True Wealth Design, LLC	Shares	600SH	$2.3K
46	Aspect Partners, LLC	Shares	481SH	$1.9K
47	SJS Investment Consulting Inc.	Shares	342SH	$1.3K
48	MJT & Associates Financial Advisory Group, Inc.	Shares	325SH	$1.3K
49	Center for Financial Planning, Inc.	Shares	321SH	$1.2K
50	Triumph Capital Management	Shares	285SH	$1.1K

Scroll to load more

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

50 / 76 loaded

#		Instrument
1	GK Wealth Management LLC new	CALL	+1.4M	+$5.2M	$5.2M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+123.9K	+$477.2K	$477.2K
3	Pine Valley Investments Ltd Liability Co new	Shares	+32.9K	+$126.8K	$126.8K
4	J.W. COLE ADVISORS, INC. added	Shares	+14.0K	+$52.2K	$119.1K
5	Revisor Wealth Management LLC added	Shares	+22.7K	+$48.0K	$1.6M
6	Teamwork Financial Advisors, LLC added	Shares	+33.5K	+$42.9K	$3.4M
7	SLT Holdings LLC added	Shares	+11.0K	+$40.9K	$100.1K
8	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+9.4K	+$34.4K	$99.8K
9	Global X Japan Co., Ltd. new	Shares	+3.5K	+$13.5K	$13.5K
10	Bogart Wealth, LLC added	Shares	+3.0K	+$11.6K	$11.6K
11	AdvisorNet Financial, Inc added	Shares	+2.3K	+$8.9K	$12.0K
12	SIGNATUREFD, LLC added	Shares	+2.6K	+$7.8K	$101.7K
13	ST GERMAIN D J CO INC added	Shares	+1.0K	+$3.6K	$12.8K
14	Smallwood Wealth Investment Management, LLC added	Shares	+1.0K	+$3.6K	$15.9K
15	Atlatl Advisers LLC new	Shares	+175	+$674	$674
16	JNBA Financial Advisors new	Shares	+49	+$189	$189
17	BARRETT & COMPANY, INC. new	Shares	+44	+$169	$169
18	Aspect Partners, LLC added	Shares	+37	+$98	$1.9K
19	Farther Finance Advisors, LLC added	Shares	+103	+$30	$14.5K
20	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$4
21	Cedar Mountain Advisors, LLC unchanged	Shares	0	$0	$4
22	Aurora Private Wealth, Inc. unchanged	Shares	0	-$1	$40
23	LANARK FINANCIAL, INC. unchanged	Shares	0	-$2	$84
24	Quaker Wealth Management, LLC unchanged	Shares	0	-$2	$66
25	HM PAYSON & CO unchanged	Shares	0	-$3	$116
26	Portus Wealth Advisors, LLC exited	Shares	-1	-$4	$0
27	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$6	$231
28	Roxbury Financial LLC unchanged	Shares	0	-$9	$358
29	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$23	$874
30	Tradewinds Capital Management, LLC unchanged	Shares	0	-$26	$1.0K
31	Center for Financial Planning, Inc. unchanged	Shares	0	-$32	$1.2K
32	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$32	$1.3K
33	SJS Investment Consulting Inc. unchanged	Shares	0	-$34	$1.3K
34	Triumph Capital Management trimmed	Shares	-2	-$37	$1.1K
35	Financial Management Professionals, Inc. unchanged	Shares	0	-$60	$2.3K
36	True Wealth Design, LLC unchanged	Shares	0	-$60	$2.3K
37	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$75	$2.9K
38	Spire Wealth Management unchanged	Shares	0	-$79	$3.0K
39	Rosenberg Matthew Hamilton unchanged	Shares	0	-$100	$3.9K
40	VSM Wealth Advisory, LLC unchanged	Shares	0	-$100	$3.9K
41	BIRCHBROOK, INC. unchanged	Shares	0	-$200	$7.7K
42	Hickory Point Bank & Trust unchanged	Shares	0	-$200	$7.7K
43	MILLER WEALTH ADVISORS, LLC exited	Shares	-58	-$229	$0
44	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$349	$11.1K
45	Golden State Wealth Management, LLC unchanged	Shares	0	-$400	$15.4K
46	CoreCap Advisors, LLC unchanged	Shares	0	-$403	$15.5K
47	CACTI ASSET MANAGEMENT LLC unchanged	Shares	0	-$500	$19.3K
48	Aventura Private Wealth, LLC unchanged	Shares	0	-$741	$28.5K
49	Ballentine Partners, LLC added	Shares	+385	-$831	$90.5K
50	TRUE Private Wealth Advisors unchanged	Shares	0	-$1.1K	$42.2K

Scroll to load more