First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2025-09-30.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,785 | $1.35K | -130 | ↓ DEC |
Bangor Savings BankCIK 0001352675 | 266 | $188.00 | – | no_change |
VSM Wealth Advisory, LLCCIK 0002050660 | 120 | $85.00 | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 113 | $80.00 | – | no_change |
ST GERMAIN D J CO INCCIK 0000831571 | 33 | $23.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -130 | $1.35K |