Filing Research | CIRC - ATLANTIC INTL CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Curated Wealth Partners LLC	Shares	380.0KSH	$376.4K
2	Abel Hall, LLC	Shares	46.4KSH	$42.7K
3	Targeted Financial Services LLC	Shares	33.0KSH	$30.4K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.8KSH	$17.0K
5	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$970
6	Farther Finance Advisors, LLC	Shares	821SH	$928
7	True Wealth Design, LLC	Shares	242SH	$223
8	Fortitude Family Office, LLC	Shares	65SH	$60
9	SJS Investment Consulting Inc.	Shares	64SH	$59
10	IFP Advisors, Inc	Shares	55SH	$51

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

11 / 11 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+380.0K	+$376.4K	$376.4K
2	Abel Hall, LLC new	Shares	+46.4K	+$42.7K	$42.7K
3	Targeted Financial Services LLC new	Shares	+33.0K	+$30.4K	$30.4K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+19.8K	+$17.0K	$17.0K
5	Farther Finance Advisors, LLC added	Shares	+803	+$865	$928
6	EverSource Wealth Advisors, LLC added	Shares	+953	+$662	$970
7	True Wealth Design, LLC added	Shares	+229	+$183	$223
8	Fortitude Family Office, LLC new	Shares	+65	+$60	$60
9	SJS Investment Consulting Inc. added	Shares	+63	+$55	$59
10	IFP Advisors, Inc added	Shares	+26	-$37	$51
11	GAMMA Investing LLC exited	Shares	-176	-$533	$0

Filing Research | CIRC - ATLANTIC INTL CORP Institutional Holdings