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 |
|---|---|---|---|---|
Financial Gravity Asset Management, Inc.CIK 0001741736 | 2,684 | $86.30K | – | no_change |
NBC SECURITIES, INC.CIK 0000791540 | 1,357 | $43.63K | – | no_change |
RETIREMITTEN FINANCIAL LLCCIK 0002127635 | 1,123 | $36.09K | +1,123 | NEW |
Salomon & Ludwin, LLCCIK 0001766156 | 318 | $10.22K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
RETIREMITTEN FINANCIAL LLCNEW | +1,123 | $36.09K |