Filing Research | ACH - ACCENDRA HEALTH INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Linden Thomas Advisory Services, LLC	Shares	272.7KSH	$932.5K
2	Plancorp, LLC	Shares	81.7KSH	$275.2K
3	Williams & Novak, LLC	Shares	38.2KSH	$130.6K
4	Police & Firemen's Retirement System of New Jersey	Shares	22.6KSH	$77.3K
5	Abel Hall, LLC	Shares	20.1KSH	$68.8K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.0KSH	$65.1K
7	Waldron Private Wealth LLC	Shares	18.7KSH	$63.9K
8	MILESTONE ASSET MANAGEMENT, LLC	Shares	12.0KSH	$41.0K
9	GAMMA Investing LLC	Shares	1.3KSH	$4.5K
10	Farther Finance Advisors, LLC	Shares	429SH	$1.5K
11	EverSource Wealth Advisors, LLC	Shares	381SH	$1.3K
12	IFP Advisors, Inc	Shares	300SH	$1.0K
13	SJS Investment Consulting Inc.	Shares	271SH	$927
14	Wealth Enhancement Trust Services, Inc.	Shares	72SH	$246
15	True Wealth Design, LLC	Shares	13SH	$45
16	Capital Advisors, Ltd. LLC	Shares	30SH	$0

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	Linden Thomas Advisory Services, LLC added	Shares	+32.3K	+$384.4K	$932.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+19.0K	+$65.1K	$65.1K
3	Plancorp, LLC unchanged	Shares	0	+$45.7K	$275.2K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$25.8K	$77.3K
5	Abel Hall, LLC added	Shares	+601	+$24.3K	$68.8K
6	Waldron Private Wealth LLC unchanged	Shares	0	+$21.3K	$63.9K
7	MILESTONE ASSET MANAGEMENT, LLC unchanged	Shares	0	+$13.7K	$41.0K
8	GAMMA Investing LLC unchanged	Shares	0	+$1.5K	$4.5K
9	SJS Investment Consulting Inc. added	Shares	+266	+$915	$927
10	Farther Finance Advisors, LLC added	Shares	+132	+$732	$1.5K
11	EverSource Wealth Advisors, LLC trimmed	Shares	-17	+$396	$1.3K
12	IFP Advisors, Inc unchanged	Shares	0	+$342	$1.0K
13	Wealth Enhancement Trust Services, Inc. new	Shares	+72	+$246	$246
14	True Wealth Design, LLC unchanged	Shares	0	+$15	$45
15	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
16	TOMPKINS FINANCIAL CORP exited	Shares	-150	-$342	$0
17	Williams & Novak, LLC trimmed	Shares	-19.5K	-$12.5K	$130.6K
18	Rathbones Group PLC exited	Shares	-30.5K	-$69.5K	$0

Filing Research | ACH - ACCENDRA HEALTH INC Institutional Holdings