Filing Research | CRITICAL METALS CORP Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Next Level Private LLC	Shares	54.0KSH	$553.0K
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	53.9KSH	$552.5K
3	Police & Firemen's Retirement System of New Jersey	Shares	21.2KSH	$217.3K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.6KSH	$195.5K
5	Ballentine Partners, LLC	Shares	17.0KSH	$174.5K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	17.5KSH	$172.6K
7	SBI Securities Co., Ltd.	Shares	13.7KSH	$140.0K
8	PFG Investments, LLC	Shares	10.9KSH	$111.7K
9	SIGNATUREFD, LLC	Shares	8.9KSH	$91.4K
10	Hickory Point Bank & Trust	Shares	5.0KSH	$51.3K
11	Farther Finance Advisors, LLC	Shares	4.0KSH	$40.7K
12	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	2.0KSH	$20.5K
13	True Wealth Design, LLC	Shares	1.8KSH	$18.0K
14	IFP Advisors, Inc	Shares	1.7KSH	$17.9K
15	Blue Trust, Inc.	Shares	1.4KSH	$14.3K
16	LANARK FINANCIAL, INC.	Shares	1.1KSH	$11.3K
17	FINANCIAL CONSULATE, INC	Shares	1.0KSH	$10.7K
18	SJS Investment Consulting Inc.	Shares	1.0KSH	$10.3K
19	EverSource Wealth Advisors, LLC	Shares	722SH	$7.4K
20	EASTERN BANK	Shares	635SH	$6.5K
21	Ritter Daniher Financial Advisory LLC / DE	Shares	545SH	$5.6K
22	Citizens National Bank Trust Department	Shares	380SH	$3.9K
23	Cedar Mountain Advisors, LLC	Shares	260SH	$2.7K
24	Triumph Capital Management	Shares	200SH	$2.0K
25	TOTH FINANCIAL ADVISORY CORP	Shares	100SH	$1.0K
26	Spire Wealth Management	Shares	70SH	$718
27	GAMMA Investing LLC	Shares	59SH	$605
28	Investors Research Corp	Shares	20SH	$205
29	Roble, Belko & Company, Inc	Shares	151SH	$2
30	FNY Investment Advisers, LLC	Shares	40SH	$0

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

36 / 36 loaded

#		Instrument
1	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+53.9K	+$552.5K	$552.5K
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+17.5K	+$172.6K	$172.6K
3	Next Level Private LLC unchanged	Shares	0	+$124.6K	$553.0K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+4.8K	+$87.0K	$217.3K
5	Ballentine Partners, LLC added	Shares	+1.7K	+$52.7K	$174.5K
6	SBI Securities Co., Ltd. added	Shares	+2.1K	+$48.0K	$140.0K
7	SIGNATUREFD, LLC added	Shares	+2.2K	+$37.8K	$91.4K
8	Hickory Point Bank & Trust added	Shares	+2.5K	+$31.4K	$51.3K
9	PFG Investments, LLC trimmed	Shares	-255	+$23.1K	$111.7K
10	Farther Finance Advisors, LLC added	Shares	+762	+$14.0K	$40.7K
11	IFP Advisors, Inc added	Shares	+880	+$11.0K	$17.9K
12	EASTERN BANK new	Shares	+635	+$6.5K	$6.5K
13	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$4.6K	$20.5K
14	True Wealth Design, LLC unchanged	Shares	0	+$4.1K	$18.0K
15	Blue Trust, Inc. unchanged	Shares	0	+$3.2K	$14.3K
16	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2.5K	$11.3K
17	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$2.4K	$10.7K
18	SJS Investment Consulting Inc. unchanged	Shares	0	+$2.3K	$10.3K
19	Triumph Capital Management new	Shares	+200	+$2.0K	$2.0K
20	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$1.3K	$5.6K
21	TOTH FINANCIAL ADVISORY CORP new	Shares	+100	+$1.0K	$1.0K
22	Citizens National Bank Trust Department unchanged	Shares	0	+$878	$3.9K
23	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$601	$2.7K
24	Investors Research Corp unchanged	Shares	0	+$46	$205
25	Roble, Belko & Company, Inc unchanged	Shares	0	+$1	$2
26	FNY Investment Advisers, LLC trimmed	Shares	-14.5K	-$115	$0
27	Scarborough Advisors, LLC exited	Shares	-50	-$397	$0
28	Roxbury Financial LLC exited	Shares	-60	-$476	$0
29	CoreCap Advisors, LLC exited	Shares	-100	-$794	$0
30	Physician Wealth Advisors, Inc. exited	Shares	-117	-$929	$0
31	ADIRONDACK TRUST CO exited	Shares	-138	-$1.1K	$0
32	GAMMA Investing LLC trimmed	Shares	-168	-$1.2K	$605
33	EverSource Wealth Advisors, LLC trimmed	Shares	-600	-$3.1K	$7.4K
34	Spire Wealth Management trimmed	Shares	-500	-$3.8K	$718
35	Sound Income Strategies, LLC exited	Shares	-1.0K	-$8.3K	$0
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+222	-$9.2K	$195.5K