Filing Research | COFS - CHOICEONE FINANCIA Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Shakespeare Wealth Management, LLC	Shares	27.2KSH	$924.7K
2	HBW ADVISORY SERVICES LLC	Shares	24.8KSH	$842.5K
3	Gradient Investments LLC	Shares	9.3KSH	$316.8K
4	Sequoia Financial Advisors, LLC	Shares	7.1KSH	$242.1K
5	Meridian Financial Partners LLC	Shares	7.1KSH	$239.1K
6	Police & Firemen's Retirement System of New Jersey	Shares	4.9KSH	$167.4K
7	Trust Co	Shares	675SH	$22.9K
8	Spire Wealth Management	Shares	205SH	$7.0K
9	IFP Advisors, Inc	Shares	195SH	$6.6K
10	GAMMA Investing LLC	Shares	126SH	$4.3K
11	EverSource Wealth Advisors, LLC	Shares	73SH	$2.5K
12	Farther Finance Advisors, LLC	Shares	45SH	$1.5K
13	True Wealth Design, LLC	Shares	32SH	$1.1K
14	Versant Capital Management, Inc	Shares	21SH	$714
15	Wealth Enhancement Trust Services, Inc.	Shares	11SH	$374
16	CoreCap Advisors, LLC	Shares	8SH	$272
17	SJS Investment Consulting Inc.	Shares	7SH	$238
18	State of Alaska, Department of Revenue	Shares	602SH	$20

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

18 / 18 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+7.1K	+$242.1K	$242.1K
2	Meridian Financial Partners LLC new	Shares	+7.1K	+$239.1K	$239.1K
3	Shakespeare Wealth Management, LLC unchanged	Shares	0	+$159.9K	$924.7K
4	HBW ADVISORY SERVICES LLC unchanged	Shares	0	+$145.7K	$842.5K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$67.0K	$167.4K
6	Gradient Investments LLC unchanged	Shares	0	+$54.8K	$316.8K
7	IFP Advisors, Inc added	Shares	+194	+$6.6K	$6.6K
8	Trust Co unchanged	Shares	0	+$4.0K	$22.9K
9	EverSource Wealth Advisors, LLC added	Shares	+54	+$1.9K	$2.5K
10	Farther Finance Advisors, LLC new	Shares	+45	+$1.5K	$1.5K
11	Spire Wealth Management unchanged	Shares	0	+$1.2K	$7.0K
12	True Wealth Design, LLC added	Shares	+31	+$1.1K	$1.1K
13	GAMMA Investing LLC unchanged	Shares	0	+$741	$4.3K
14	Wealth Enhancement Trust Services, Inc. new	Shares	+11	+$374	$374
15	CoreCap Advisors, LLC new	Shares	+8	+$272	$272
16	SJS Investment Consulting Inc. new	Shares	+7	+$238	$238
17	Versant Capital Management, Inc unchanged	Shares	0	+$123	$714
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$4	$20

Filing Research | COFS - CHOICEONE FINANCIA Institutional Holdings