Filing Research | CBFV - CB FINL SVCS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Waldron Private Wealth LLC	Shares	60.3KSH	$2.3M
2	SALZHAUER MICHAEL	Shares	18.9KSH	$716.4K
3	Abundance Wealth Counselors	Shares	8.4KSH	$318.8K
4	Curated Wealth Partners LLC	Shares	50.0KSH	$58.6K
5	Police & Firemen's Retirement System of New Jersey	Shares	1.1KSH	$40.0K
6	GAMMA Investing LLC	Shares	115SH	$4.4K
7	Farther Finance Advisors, LLC	Shares	75SH	$2.8K
8	IFP Advisors, Inc	Shares	16SH	$606
9	EverSource Wealth Advisors, LLC	Shares	5SH	$190
10	True Wealth Design, LLC	Shares	1SH	$38
11	Roble, Belko & Company, Inc	Shares	22SH	$1

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

12 / 12 loaded

#		Instrument
1	Abundance Wealth Counselors new	Shares	+8.4K	+$318.8K	$318.8K
2	Waldron Private Wealth LLC unchanged	Shares	0	+$224.3K	$2.3M
3	SALZHAUER MICHAEL unchanged	Shares	0	+$70.3K	$716.4K
4	Curated Wealth Partners LLC new	Shares	+50.0K	+$58.6K	$58.6K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$3.9K	$40.0K
6	GAMMA Investing LLC added	Shares	+42	+$1.9K	$4.4K
7	Farther Finance Advisors, LLC unchanged	Shares	0	+$253	$2.8K
8	IFP Advisors, Inc unchanged	Shares	0	+$59	$606
9	True Wealth Design, LLC new	Shares	+1	+$38	$38
10	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$19	$190
11	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$1
12	Steigerwald, Gordon & Koch Inc. exited	Shares	-49	-$1.7K	$0

Filing Research | CBFV - CB FINL SVCS INC Institutional Holdings