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 |
|---|---|---|---|---|
KELLEHER FINANCIAL ADVISORSCIK 0001507971 | 200,000 | $41.30K | +200,000 | NEW |
VSM Wealth Advisory, LLCCIK 0002050660 | 80,574 | $16.64K | – | no_change |
Ethos Financial Group, LLCCIK 0001954242 | 39,070 | $8.07K | +10,720 | ↑ INC |
Williams Jones Wealth Management, LLC.CIK 0001788587 | 25,000 | $5.16K | -2,000 | ↓ DEC |
McIlrath & Eck, LLCCIK 0001701714 | 600 | $124.00 | +600 | NEW |
Opus Capital Group, LLCCIK 0001330325 | 60,150 | $12.00 | – | no_change |
Coston, McIsaac & PartnersCIK 0001945037 | 1,000 | $0.00 | – | no_change |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 250 | $0.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
KELLEHER FINANCIAL ADVISORSNEW | +200,000 | $41.30K |
Ethos Financial Group, LLC↑ INC | +10,720 | $8.07K |
McIlrath & Eck, LLCNEW | +600 | $124.00 |
| Filer | Δ Shares | Value |
|---|---|---|
Williams Jones Wealth Management, LLC.↓ DEC | -2,000 | $5.16K |