Filing Research | BVFL - BV FINL INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	COURIER CAPITAL LLC	Shares	20.9KSH	$442.9K
2	Police & Firemen's Retirement System of New Jersey	Shares	2.0KSH	$41.5K
3	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.5KSH	$32.4K
4	Blue Trust, Inc.	Shares	1.1KSH	$22.7K
5	EverSource Wealth Advisors, LLC	Shares	73SH	$1.5K
6	GAMMA Investing LLC	Shares	36SH	$762
7	Physician Wealth Advisors, Inc.	Shares	25SH	$530
8	Farther Finance Advisors, LLC	Shares	11SH	$234
9	IFP Advisors, Inc	Shares	6SH	$127
10	Fortitude Family Office, LLC	Shares	3SH	$64
11	True Wealth Design, LLC	Shares	2SH	$43

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

11 / 11 loaded

#		Instrument
1	COURIER CAPITAL LLC unchanged	Shares	0	+$42.7K	$442.9K
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.0K	$41.5K
3	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$3.1K	$32.4K
4	Blue Trust, Inc. unchanged	Shares	0	+$2.2K	$22.7K
5	Physician Wealth Advisors, Inc. new	Shares	+25	+$530	$530
6	EverSource Wealth Advisors, LLC added	Shares	+5	+$244	$1.5K
7	Farther Finance Advisors, LLC added	Shares	+5	+$120	$234
8	IFP Advisors, Inc added	Shares	+4	+$89	$127
9	GAMMA Investing LLC unchanged	Shares	0	+$73	$762
10	Fortitude Family Office, LLC new	Shares	+3	+$64	$64
11	True Wealth Design, LLC new	Shares	+2	+$43	$43

Filing Research | BVFL - BV FINL INC Institutional Holdings