Filing Research | ORGANIGRAM GLOBAL INC Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	Baader Bank Aktiengesellschaft	Shares	250.0KSH	$254.5K
2	Formidable Asset Management, LLC	Shares	160.3KSH	$214.8K
3	CIDEL ASSET MANAGEMENT INC	Shares	72.9KSH	$74.3K
4	PFS Partners, LLC	Shares	28.0KSH	$28.6K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.0KSH	$28.0K
6	Founders Capital Management	Shares	11.0KSH	$11.2K
7	SBI Securities Co., Ltd.	Shares	5.2KSH	$5.3K
8	LOUISBOURG INVESTMENTS INC.	Shares	5.0KSH	$5.1K
9	IFP Advisors, Inc	Shares	1.5KSH	$1.5K
10	Activest Wealth Management	Shares	1.0KSH	$1.0K
11	SIGNATUREFD, LLC	Shares	375SH	$383
12	EverSource Wealth Advisors, LLC	Shares	337SH	$344
13	Main Street Group, LTD	Shares	300SH	$306
14	CoreCap Advisors, LLC	Shares	252SH	$257
15	AdvisorNet Financial, Inc	Shares	175SH	$179
16	Vision Retirement, LLC	Shares	125SH	$128
17	FIRST HORIZON CORP	Shares	99SH	$101
18	Farther Finance Advisors, LLC	Shares	87SH	$89
19	Golden State Wealth Management, LLC	Shares	25SH	$26
20	Financial Perspectives, Inc	Shares	23SH	$23
21	Tradewinds Capital Management, LLC	Shares	1SH	$2
22	Steigerwald, Gordon & Koch Inc.	Shares	1SH	$1
23	TSFG, LLC	Shares	550SH	$1

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

27 / 27 loaded

#		Instrument
1	SBI Securities Co., Ltd. added	Shares	+5.0K	+$5.0K	$5.3K
2	Activest Wealth Management added	Shares	+250	+$22	$1.0K
3	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	$0	$1
4	TSFG, LLC unchanged	Shares	0	$0	$1
5	Tradewinds Capital Management, LLC unchanged	Shares	0	$0	$2
6	FNY Investment Advisers, LLC exited	Shares	-3.1K	-$4	$0
7	Financial Perspectives, Inc unchanged	Shares	0	-$8	$23
8	Golden State Wealth Management, LLC unchanged	Shares	0	-$8	$26
9	Sound Income Strategies, LLC exited	Shares	-12	-$16	$0
10	Farther Finance Advisors, LLC unchanged	Shares	0	-$28	$89
11	FIRST HORIZON CORP unchanged	Shares	0	-$32	$101
12	Vision Retirement, LLC unchanged	Shares	0	-$40	$128
13	YANKCOM Partnership exited	Shares	-41	-$55	$0
14	AdvisorNet Financial, Inc unchanged	Shares	0	-$56	$179
15	CoreCap Advisors, LLC unchanged	Shares	0	-$81	$257
16	Main Street Group, LTD unchanged	Shares	0	-$96	$306
17	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$108	$344
18	SIGNATUREFD, LLC unchanged	Shares	0	-$120	$383
19	IFP Advisors, Inc trimmed	Shares	-155	-$674	$1.5K
20	Security National Bank exited	Shares	-1.1K	-$1.4K	$0
21	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	-$1.6K	$5.1K
22	Founders Capital Management unchanged	Shares	0	-$3.5K	$11.2K
23	PFS Partners, LLC added	Shares	+3.0K	-$4.9K	$28.6K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-11	-$12.0K	$28.0K
25	CIDEL ASSET MANAGEMENT INC added	Shares	+771	-$21.4K	$74.3K
26	Formidable Asset Management, LLC added	Shares	+3.6K	-$48.5K	$214.8K
27	Baader Bank Aktiengesellschaft trimmed	Shares	-13.0K	-$86.0K	$254.5K