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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Avior Wealth Management, LLC	Shares	37.3KSH	$1.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.6KSH	$725.4K
3	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	17.7KSH	$596.7K
4	First Heartland Consultants, Inc.	Shares	8.2KSH	$277.6K
5	MATAURO, LLC	Shares	7.4KSH	$251.3K
6	Wealthcare Advisory Partners LLC	Shares	6.7KSH	$224.7K
7	MISSION WEALTH MANAGEMENT, LP	Shares	5.9KSH	$200.7K
8	Triumph Capital Management	Shares	910SH	$30.7K
9	Vision Retirement, LLC	Shares	750SH	$25.3K
10	IFP Advisors, Inc	Shares	291SH	$9.8K
11	Farther Finance Advisors, LLC	Shares	257SH	$8.7K
12	HHM Wealth Advisors, LLC	Shares	135SH	$4.6K
13	Golden State Wealth Management, LLC	Shares	78SH	$2.7K

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

14 / 14 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+21.6K	+$725.4K	$725.4K
2	Avior Wealth Management, LLC added	Shares	+11.2K	+$499.2K	$1.3M
3	Wealthcare Advisory Partners LLC new	Shares	+6.7K	+$224.7K	$224.7K
4	MISSION WEALTH MANAGEMENT, LP new	Shares	+5.9K	+$200.7K	$200.7K
5	First Heartland Consultants, Inc. added	Shares	+28	+$39.5K	$277.6K
6	MATAURO, LLC added	Shares	+30	+$35.9K	$251.3K
7	Triumph Capital Management trimmed	Shares	-7	+$4.1K	$30.7K
8	Vision Retirement, LLC unchanged	Shares	0	+$3.5K	$25.3K
9	IFP Advisors, Inc unchanged	Shares	0	+$1.4K	$9.8K
10	Farther Finance Advisors, LLC unchanged	Shares	0	+$1.2K	$8.7K
11	HHM Wealth Advisors, LLC unchanged	Shares	0	+$635	$4.6K
12	Golden State Wealth Management, LLC unchanged	Shares	0	+$380	$2.7K
13	CFG Wealth Management Services, Inc. exited	Shares	-200	-$5.8K	$0
14	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-3.5K	-$19.4K	$596.7K

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