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 2024-06-30.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
MILLER WEALTH ADVISORS, LLCCIK 0001908158 | 30,345 | $12.74K | – | no_change |
Redwood Wealth Management Group, LLCCIK 0001963839 | 2,800 | $1.18K | +2,800 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Redwood Wealth Management Group, LLCNEW | +2,800 | $1.18K |