Filing Research | AREC - AMERICAN RES CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	108.2KSH	$194.7K
2	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	27.5KSH	$59.1K
3	Police & Firemen's Retirement System of New Jersey	Shares	26.2KSH	$56.2K
4	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	15.0KSH	$32.3K
5	Royal Fund Management, LLC	Shares	14.6KSH	$31.3K
6	Cypress Wealth Services, LLC	Shares	13.5KSH	$29.0K
7	Chemistry Wealth Management LLC	Shares	10.0KSH	$21.5K
8	JFS WEALTH ADVISORS, LLC	Shares	5.0KSH	$10.8K
9	Physician Wealth Advisors, Inc.	Shares	2.5KSH	$5.4K
10	MassMutual Private Wealth & Trust, FSB	Shares	2.0KSH	$4.3K
11	Farther Finance Advisors, LLC	Shares	1.1KSH	$2.3K
12	SBI Securities Co., Ltd.	Shares	996SH	$2.1K

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

14 / 14 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+108.2K	+$194.7K	$194.7K
2	Police & Firemen's Retirement System of New Jersey new	Shares	+26.2K	+$56.2K	$56.2K
3	Royal Fund Management, LLC new	Shares	+14.6K	+$31.3K	$31.3K
4	MassMutual Private Wealth & Trust, FSB new	Shares	+2.0K	+$4.3K	$4.3K
5	SBI Securities Co., Ltd. added	Shares	+367	+$619	$2.1K
6	Farther Finance Advisors, LLC unchanged	Shares	0	-$199	$2.3K
7	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$683	$5.4K
8	AdvisorNet Financial, Inc exited	Shares	-500	-$1.2K	$0
9	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$1.4K	$10.8K
10	Chemistry Wealth Management LLC unchanged	Shares	0	-$2.7K	$21.5K
11	Cypress Wealth Services, LLC unchanged	Shares	0	-$3.6K	$29.0K
12	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$4.0K	$32.3K
13	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$7.4K	$59.1K
14	PFG Investments, LLC exited	Shares	-24.1K	-$58.3K	$0

Filing Research | AREC - AMERICAN RES CORP Institutional Holdings