Filing Research | BGS - B & G FOODS INC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	PFG Investments, LLC	Shares	280.0KSH	$1.1M
2	Savoir Faire Capital Management, L.P.	Shares	262.2KSH	$1.0M
3	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	96.1KSH	$382.4K
4	Independent Wealth Network Inc.	Shares	64.7KSH	$257.7K
5	Ballentine Partners, LLC	Shares	49.3KSH	$196.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.8KSH	$132.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	22.7KSH	$90.3K
8	SBI Securities Co., Ltd.	Shares	21.4KSH	$85.1K
9	Investors Research Corp	Shares	17.8KSH	$70.6K
10	DECISION INVESTMENTS, INC	Shares	12.0KSH	$47.9K
11	Prism Advisors, Inc.	Shares	11.9KSH	$47.4K
12	Gilman Hill Asset Management, LLC	Shares	11.4KSH	$45.3K
13	Versant Capital Management, Inc	Shares	10.6KSH	$42.1K
14	Triumph Capital Management	Shares	8.1KSH	$32.3K
15	SIGNATUREFD, LLC	Shares	5.9KSH	$23.5K
16	Farther Finance Advisors, LLC	Shares	4.6KSH	$18.2K
17	GAMMA Investing LLC	Shares	4.5KSH	$17.7K
18	IFP Advisors, Inc	Shares	2.7KSH	$10.7K
19	CoreCap Advisors, LLC	Shares	1.4KSH	$5.4K
20	West Branch Capital LLC	Shares	1.3KSH	$5.0K
21	Golden State Wealth Management, LLC	Shares	884SH	$3.5K
22	True Wealth Design, LLC	Shares	766SH	$3.0K
23	EverSource Wealth Advisors, LLC	Shares	764SH	$3.0K
24	Smallwood Wealth Investment Management, LLC	Shares	160SH	$638
25	EVOLUTION WEALTH MANAGEMENT INC.	Shares	101SH	$402
26	Essential Investment Partners LLC	Shares	100SH	$398
27	Quest 10 Wealth Builders, Inc.	Shares	100SH	$398
28	Strategic Investment Solutions, Inc. /IL	Shares	100SH	$398
29	FINANCIAL CONSULATE, INC	Shares	81SH	$322
30	Hughes Financial Services, LLC	Shares	1SH	$4

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

40 / 40 loaded

#		Instrument
1	SBI Securities Co., Ltd. added	Shares	+10.0K	+$30.3K	$85.1K
2	Independent Wealth Network Inc. added	Shares	+16.7K	+$26.5K	$257.7K
3	Versant Capital Management, Inc added	Shares	+2.9K	+$5.4K	$42.1K
4	West Branch Capital LLC new	Shares	+1.3K	+$5.0K	$5.0K
5	IFP Advisors, Inc added	Shares	+917	+$2.2K	$10.7K
6	Farther Finance Advisors, LLC added	Shares	+843	+$140	$18.2K
7	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-1	-$5	$0
8	Hughes Financial Services, LLC trimmed	Shares	-1	-$6	$4
9	SJS Investment Consulting Inc. exited	Shares	-7	-$34	$0
10	FINANCIAL CONSULATE, INC added	Shares	+3	-$54	$322
11	Essential Investment Partners LLC unchanged	Shares	0	-$83	$398
12	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$83	$398
13	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$84	$402
14	Quest 10 Wealth Builders, Inc. trimmed	Shares	-2	-$93	$398
15	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$133	$638
16	Sound Income Strategies, LLC exited	Shares	-30	-$145	$0
17	Physician Wealth Advisors, Inc. exited	Shares	-126	-$607	$0
18	Golden State Wealth Management, LLC unchanged	Shares	0	-$734	$3.5K
19	True Wealth Design, LLC trimmed	Shares	-71	-$977	$3.0K
20	CoreCap Advisors, LLC trimmed	Shares	-300	-$2.6K	$5.4K
21	MassMutual Private Wealth & Trust, FSB exited	Shares	-681	-$3.3K	$0
22	Fortitude Family Office, LLC exited	Shares	-890	-$4.3K	$0
23	Triumph Capital Management unchanged	Shares	0	-$8.3K	$32.3K
24	EverSource Wealth Advisors, LLC trimmed	Shares	-1.7K	-$8.9K	$3.0K
25	Prism Advisors, Inc. unchanged	Shares	0	-$9.9K	$47.4K
26	DECISION INVESTMENTS, INC unchanged	Shares	0	-$10.0K	$47.9K
27	Investors Research Corp trimmed	Shares	-200	-$15.7K	$70.6K
28	GAMMA Investing LLC trimmed	Shares	-2.7K	-$16.8K	$17.7K
29	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$18.8K	$90.3K
30	Gilman Hill Asset Management, LLC trimmed	Shares	-2.5K	-$21.5K	$45.3K
31	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV added	Shares	+11.8K	-$22.9K	$382.4K
32	Merit Financial Group, LLC exited	Shares	-10.7K	-$51.7K	$0
33	Everhart Financial Group, Inc. exited	Shares	-14.6K	-$70.3K	$0
34	Abacus Wealth Partners, LLC exited	Shares	-16.4K	-$79.1K	$0
35	SIGNATUREFD, LLC trimmed	Shares	-15.6K	-$80.1K	$23.5K
36	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-17.7K	-$88.7K	$0
37	Ballentine Partners, LLC trimmed	Shares	-25.3K	-$162.6K	$196.1K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-33.9K	-$203.7K	$132.8K
39	Savoir Faire Capital Management, L.P. trimmed	Shares	-2.7K	-$230.8K	$1.0M
40	PFG Investments, LLC added	Shares	+29	-$232.3K	$1.1M