Filing Research | ALCO - ALICO INC COM Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	OAK FAMILY ADVISORS, LLC	Shares	63.6KSH	$2.6M
2	NAPLES GLOBAL ADVISORS, LLC	Shares	44.8KSH	$1.9M
3	Abundance Wealth Counselors	Shares	38.8KSH	$1.6M
4	Ellsworth Advisors, LLC	Shares	23.6KSH	$964.2K
5	Marquette Asset Management, LLC	Shares	15.8KSH	$652.4K
6	CARY STREET PARTNERS FINANCIAL LLC	Shares	13.5KSH	$558.3K
7	Byrne Asset Management LLC	Shares	5.0KSH	$207.3K
8	Police & Firemen's Retirement System of New Jersey	Shares	1.4KSH	$58.4K
9	Fortis Group Advisors, LLC	Shares	246SH	$10.2K
10	MassMutual Private Wealth & Trust, FSB	Shares	229SH	$9.5K
11	Spire Wealth Management	Shares	155SH	$6.4K
12	LANARK FINANCIAL, INC.	Shares	150SH	$6.2K
13	GAMMA Investing LLC	Shares	97SH	$4.0K
14	FIRST UNITED BANK & TRUST	Shares	60SH	$2.5K
15	Torren Management, LLC	Shares	59SH	$2.4K
16	EverSource Wealth Advisors, LLC	Shares	50SH	$2.1K
17	Physician Wealth Advisors, Inc.	Shares	24SH	$993
18	Fortitude Family Office, LLC	Shares	15SH	$621
19	Farther Finance Advisors, LLC	Shares	14SH	$576
20	SIGNATUREFD, LLC	Shares	10SH	$414
21	SBI Securities Co., Ltd.	Shares	9SH	$372
22	Fruth Investment Management	Shares	5.5KSH	$227
23	Capital Advisors, Ltd. LLC	Shares	470SH	$19

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

23 / 23 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+16.9K	+$700.2K	$1.6M
2	Marquette Asset Management, LLC new	Shares	+15.8K	+$652.4K	$652.4K
3	OAK FAMILY ADVISORS, LLC added	Shares	+2.3K	+$100.9K	$2.6M
4	Byrne Asset Management LLC added	Shares	+671	+$28.2K	$207.3K
5	Ellsworth Advisors, LLC added	Shares	+267	+$2.6K	$964.2K
6	GAMMA Investing LLC added	Shares	+37	+$1.5K	$4.0K
7	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$1.5K	$558.3K
8	Physician Wealth Advisors, Inc. new	Shares	+24	+$993	$993
9	SIGNATUREFD, LLC new	Shares	+10	+$414	$414
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$155	$58.4K
11	Fortis Group Advisors, LLC unchanged	Shares	0	+$27	$10.2K
12	Spire Wealth Management unchanged	Shares	0	+$17	$6.4K
13	LANARK FINANCIAL, INC. unchanged	Shares	0	+$16	$6.2K
14	Torren Management, LLC unchanged	Shares	0	+$7	$2.4K
15	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$6	$2.5K
16	Fortitude Family Office, LLC unchanged	Shares	0	+$2	$621
17	Fruth Investment Management unchanged	Shares	0	+$1	$227
18	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$372
19	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$19
20	Farther Finance Advisors, LLC unchanged	Shares	0	-$1	$576
21	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-17	-$676	$9.5K
22	EverSource Wealth Advisors, LLC trimmed	Shares	-292	-$12.0K	$2.1K
23	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-1.9K	-$73.5K	$1.9M