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 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
Arkadios Wealth AdvisorsCIK 0001800798 | 88,590 | $54.43K | +88,590 | NEW |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 8 | $5.00 | +8 | NEW |
Sound Income Strategies, LLCCIK 0001730960 | 10 | $5.00 | +10 | NEW |
Tidemark, LLCCIK 0002009591 | 5 | $3.00 | +5 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Arkadios Wealth AdvisorsNEW | +88,590 | $54.43K |
Sound Income Strategies, LLCNEW | +10 | $5.00 |
CALDWELL SUTTER CAPITAL, INC.NEW | +8 | $5.00 |
Tidemark, LLCNEW | +5 | $3.00 |