13F QoQ Ownership Changes
SRFM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 5 new · 0 added · 0 reduced · 4 exited
New Positions(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| TRANSCEND CAPITAL ADVISORS, LLC | 58,750 | +58,750 | $114.0K | +$114.0K | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | +1,000 | $1.9K | +$1.9K | — |
| HOLLENCREST CAPITAL MANAGEMENT | 100 | +100 | $194 | +$194 | — |
| Bogart Wealth, LLC | 73 | +73 | $142 | +$142 | — |
| Farther Finance Advisors, LLC | 52 | +52 | $101 | +$101 | — |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0 | -20,000 | $0 | -$85.8K | — |
| Advisory Services Network, LLC | 0 | -500 | $0 | -$2.1K | — |
| Fortitude Family Office, LLC | 0 | -110 | $0 | -$472 | — |
| West Oak Capital, LLC | 0 | -857 | $0 | -$37 | — |