Filing Research | BHRB - BURKE HERBERT FINL SVCS CORP Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	SALZHAUER MICHAEL	Shares	20.2KSH	$1.5M
2	Wealth Management Associates, Inc.	Shares	13.4KSH	$960.7K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.4KSH	$874.1K
4	DAVENPORT & Co LLC	Shares	12.0KSH	$862.2K
5	J.W. COLE ADVISORS, INC.	Shares	8.5KSH	$609.6K
6	LifeGuide Financial Advisors, LLC	Shares	7.5KSH	$541.8K
7	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	7.4KSH	$529.2K
8	LS Investment Advisors, LLC	Shares	6.9KSH	$492.7K
9	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	Shares	5.7KSH	$408.5K
10	Sequoia Financial Advisors, LLC	Shares	5.7KSH	$407.0K
11	Police & Firemen's Retirement System of New Jersey	Shares	4.4KSH	$316.6K
12	Graves Light Lenhart Wealth, Inc.	Shares	3.2KSH	$231.2K
13	Stonebridge Financial Group, LLC	Shares	2.8KSH	$202.5K
14	FIRST UNITED BANK & TRUST	Shares	2.2KSH	$158.2K
15	Fortitude Family Office, LLC	Shares	885SH	$63.6K
16	HHM Wealth Advisors, LLC	Shares	560SH	$40.2K
17	CITY HOLDING CO	Shares	302SH	$21.7K
18	Versant Capital Management, Inc	Shares	214SH	$15.4K
19	EverSource Wealth Advisors, LLC	Shares	137SH	$9.8K
20	IFP Advisors, Inc	Shares	129SH	$9.3K
21	GAMMA Investing LLC	Shares	78SH	$5.6K
22	SIGNATUREFD, LLC	Shares	55SH	$4.0K
23	True Wealth Design, LLC	Shares	23SH	$1.7K
24	SBI Securities Co., Ltd.	Shares	3SH	$216
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.5KSH	$107
26	Farther Finance Advisors, LLC	Shares	1SH	$72
27	SJS Investment Consulting Inc.	Shares	1SH	$72
28	State of Alaska, Department of Revenue	Shares	606SH	$43

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

29 / 29 loaded

#		Instrument
1	SALZHAUER MICHAEL added	Shares	+14.4K	+$1.1M	$1.5M
2	Wealth Management Associates, Inc. new	Shares	+13.4K	+$960.7K	$960.7K
3	J.W. COLE ADVISORS, INC. new	Shares	+8.5K	+$609.6K	$609.6K
4	LifeGuide Financial Advisors, LLC new	Shares	+7.5K	+$541.8K	$541.8K
5	LS Investment Advisors, LLC new	Shares	+6.9K	+$492.7K	$492.7K
6	Sequoia Financial Advisors, LLC new	Shares	+5.7K	+$407.0K	$407.0K
7	DAVENPORT & Co LLC added	Shares	+3.8K	+$351.1K	$862.2K
8	Stonebridge Financial Group, LLC new	Shares	+2.8K	+$202.5K	$202.5K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+674	+$84.1K	$316.6K
10	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC trimmed	Shares	-226	+$56.4K	$529.2K
11	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies unchanged	Shares	0	+$54.4K	$408.5K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-918	+$39.8K	$874.1K
13	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$30.8K	$231.2K
14	FIRST UNITED BANK & TRUST trimmed	Shares	-59	+$17.4K	$158.2K
15	Versant Capital Management, Inc added	Shares	+164	+$12.3K	$15.4K
16	Fortitude Family Office, LLC added	Shares	+2	+$8.6K	$63.6K
17	HHM Wealth Advisors, LLC unchanged	Shares	0	+$5.4K	$40.2K
18	CITY HOLDING CO unchanged	Shares	0	+$2.9K	$21.7K
19	SIGNATUREFD, LLC added	Shares	+26	+$2.1K	$4.0K
20	IFP Advisors, Inc added	Shares	+10	+$1.9K	$9.3K
21	GAMMA Investing LLC added	Shares	+12	+$1.5K	$5.6K
22	True Wealth Design, LLC trimmed	Shares	-1	+$158	$1.7K
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+1.5K	+$107	$107
24	SJS Investment Consulting Inc. new	Shares	+1	+$72	$72
25	State of Alaska, Department of Revenue unchanged	Shares	0	+$6	$43
26	Farther Finance Advisors, LLC trimmed	Shares	-1	-$53	$72
27	SBI Securities Co., Ltd. trimmed	Shares	-39	-$2.4K	$216
28	EverSource Wealth Advisors, LLC trimmed	Shares	-70	-$3.0K	$9.8K
29	Y-Intercept (Hong Kong) Ltd exited	Shares	-6.0K	-$374.6K	$0