HFGM Institutional Ownership & 13F Filings | Stock Alarm Pro

HFGM(HFGM)

HFGM

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Top 33 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-76	--
Weil Company, Inc.	301.40K	Mar 31, 26	+101.08K	36.62%
Brookwood Investment Group LLC	220.93K	Mar 31, 26	+44.03K	26.85%
Wealthcare Advisory Partners LLC	213.54K	Mar 31, 26	+189.70K	25.95%
HighTower Advisors, LLC	209.21K	Mar 31, 26	+11.15K	25.42%
Tactive Advisors, LLC	173.13K	Mar 31, 26	+140.47K	21.04%
CI Private Wealth, LLC	144.78K	Mar 31, 26	+26.46K	17.59%
MATHER GROUP, LLC.	131.91K	Mar 31, 26	+131.91K	16.03%
CLG LLC	108.27K	Mar 31, 26	-11.64K	13.16%
INVENIO WEALTH PARTNERS LLC	98.20K	Mar 31, 26	-853	11.93%
GenTrust, LLC	87.41K	Mar 31, 26	+38.52K	10.62%
TRUIST FINANCIAL CORP	70.55K	Mar 31, 26	+46.87K	8.57%
ENVESTNET ASSET MANAGEMENT INC	68.46K	Mar 31, 26	+44.78K	8.32%
Brady Martz Wealth Solutions, LLC	68.29K	Mar 31, 26	+37.94K	8.30%
Buckingham Strategic Partners	68.29K	Mar 31, 26	+37.94K	8.30%
Encompass More Asset Management	56.57K	Mar 31, 26	+38.67K	6.87%
Insight Wealth Strategies, LLC	51.10K	Mar 31, 26	+14.14K	6.21%
Oregon Pacific Wealth Management, LLC	42.40K	Mar 31, 26	-688	5.15%
Magnolia Private Wealth, LLC	40.37K	Mar 31, 26	+25.21K	4.91%
Accurate Wealth Management, LLC	35.32K	Mar 31, 26	+28.12K	4.29%
SMART Wealth LLC	24.32K	Mar 31, 26	+1.01K	2.96%
Arrowroot Family Office, LLC	17.56K	Mar 31, 26	+9.96K	2.13%
Arete Wealth Advisors, LLC	14.21K	Mar 31, 26	+4.93K	1.73%
Summit Global Investments	9.66K	Mar 31, 26	+9.66K	1.17%
NATIONAL BANK OF CANADA /FI/	9.37K	Mar 31, 26	+9.37K	1.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.94K	Mar 31, 26	-11.37K	0.96%
RHS Financial, LLC	7.29K	Mar 31, 26	+7.29K	0.89%
ROYAL BANK OF CANADA	188	Mar 31, 26	+188	0.02%
Creative Capital Management Investments LLC	--	Mar 31, 26	-418	--
Farther Finance Advisors, LLC	--	Mar 31, 26	-200	--
GTS SECURITIES LLC	--	Mar 31, 26	-10.94K	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-2.41K	--
NAPA WEALTH MANAGEMENT	215.66K	Sep 30, 25	+215.66K	26.21%