HFGM(HFGM)
HFGM
NYSE • Last print unknown ago
$31.73—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Tactive Advisors, LLC | 426.58K | Jun 30, 26 | +253.45K | 51.84% |
| Insight Wealth Strategies, LLC | 376.67K | Jun 30, 26 | +325.57K | 45.77% |
| Weil Company, Inc. | 327.27K | Jun 30, 26 | +25.87K | 39.77% |
| MATHER GROUP, LLC. | 236.63K | Jun 30, 26 | +104.72K | 28.75% |
| HighTower Advisors, LLC | 233.80K | Jun 30, 26 | +24.59K | 28.41% |
| Brookwood Investment Group LLC | 204.51K | Jun 30, 26 | -16.41K | 24.85% |
| Wealthcare Advisory Partners LLC | 198.55K | Jun 30, 26 | -14.98K | 24.13% |
| Encompass More Asset Management | 185.38K | Jun 30, 26 | +128.81K | 22.53% |
| CI Private Wealth, LLC | 144.48K | Jun 30, 26 | -299 | 17.56% |
| CLG LLC | 106.63K | Jun 30, 26 | -1.65K | 12.96% |
| GenTrust, LLC | 101.85K | Jun 30, 26 | +14.44K | 12.38% |
| INVENIO WEALTH PARTNERS LLC | 99.53K | Jun 30, 26 | +1.33K | 12.09% |
| Brady Martz Wealth Solutions, LLC | 83.18K | Jun 30, 26 | +14.89K | 10.11% |
| Buckingham Strategic Partners | 83.18K | Jun 30, 26 | +14.89K | 10.11% |
| COMPASS FINANCIAL MANAGEMENT LLC | 75.33K | Jun 30, 26 | +75.33K | 9.15% |
| TRUIST FINANCIAL CORP | 62.44K | Jun 30, 26 | -8.11K | 7.59% |
| Arrowroot Family Office, LLC | 61.75K | Jun 30, 26 | +44.19K | 7.50% |
| ENVESTNET ASSET MANAGEMENT INC | 60.03K | Jun 30, 26 | -8.44K | 7.29% |
| Accurate Wealth Management, LLC | 57.89K | Jun 30, 26 | +22.57K | 7.03% |
| Magnolia Private Wealth, LLC | 44.72K | Jun 30, 26 | +4.36K | 5.43% |
| Arete Wealth Advisors, LLC | 43.81K | Jun 30, 26 | +29.60K | 5.32% |
| Oregon Pacific Wealth Management, LLC | 42.02K | Jun 30, 26 | -373 | 5.11% |
| RHS Financial, LLC | 39.89K | Jun 30, 26 | +32.60K | 4.85% |
| Quantinno Capital Management LP | 37.70K | Jun 30, 26 | +37.70K | 4.58% |
| JANE STREET GROUP, LLC | 25.17K | Jun 30, 26 | +25.17K | 3.06% |
| SMART Wealth LLC | 21.02K | Jun 30, 26 | -3.31K | 2.55% |
| National Philanthropic Trust | 14.77K | Jun 30, 26 | +5.93K | 1.79% |
| Summit Global Investments | 13.05K | Jun 30, 26 | +3.39K | 1.59% |
| Signet Private Wealth LLC | 10.14K | Jun 30, 26 | +10.14K | 1.23% |
| NATIONAL BANK OF CANADA /FI/ | 9.06K | Jun 30, 26 | -308 | 1.10% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.31K | Jun 30, 26 | +2.31K | 0.28% |
| SIGNATUREFD, LLC | 635 | Jun 30, 26 | +635 | 0.08% |
| Caitlin John, LLC | 310 | Jun 30, 26 | +310 | 0.04% |
| ROYAL BANK OF CANADA | 25 | Jun 30, 26 | -163 | 0.00% |
| AE Wealth Management LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -76 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -7.94K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 68.46K | Mar 31, 26 | +44.78K | 8.32% |
| NAPA WEALTH MANAGEMENT | 215.66K | Sep 30, 25 | +215.66K | 26.21% |