Filing Research | CZNC - Citizens & Northern Corp Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	CITIZENS & NORTHERN CORP	Shares	349.5KSH	$8.1M
2	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	100.0KSH	$2.3M
3	IVC Wealth Advisors LLC	Shares	54.6KSH	$1.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.0KSH	$663.8K
5	Innova Wealth Partners	Shares	10.1KSH	$234.7K
6	Police & Firemen's Retirement System of New Jersey	Shares	5.5KSH	$127.3K
7	ST GERMAIN D J CO INC	Shares	1.8KSH	$42.6K
8	Versant Capital Management, Inc	Shares	563SH	$13.1K
9	IFP Advisors, Inc	Shares	254SH	$5.9K
10	GAMMA Investing LLC	Shares	203SH	$4.7K
11	EverSource Wealth Advisors, LLC	Shares	185SH	$4.3K
12	Farther Finance Advisors, LLC	Shares	37SH	$864
13	True Wealth Design, LLC	Shares	13SH	$304
14	SBI Securities Co., Ltd.	Shares	1SH	$23
15	State of Alaska, Department of Revenue	Shares	956SH	$22

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

16 / 16 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+29.0K	+$663.8K	$663.8K
2	CITIZENS & NORTHERN CORP trimmed	Shares	-10.4K	+$107.5K	$8.1M
3	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV unchanged	Shares	0	+$97.0K	$2.3M
4	Innova Wealth Partners unchanged	Shares	0	+$9.8K	$234.7K
5	IVC Wealth Advisors LLC trimmed	Shares	-2.0K	+$9.3K	$1.3M
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.3K	$127.3K
7	ST GERMAIN D J CO INC unchanged	Shares	0	+$1.8K	$42.6K
8	IFP Advisors, Inc added	Shares	+18	+$649	$5.9K
9	Versant Capital Management, Inc unchanged	Shares	0	+$547	$13.1K
10	Farther Finance Advisors, LLC added	Shares	+6	+$170	$864
11	True Wealth Design, LLC unchanged	Shares	0	+$13	$304
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$22
13	SBI Securities Co., Ltd. trimmed	Shares	-4	-$89	$23
14	GAMMA Investing LLC trimmed	Shares	-18	-$205	$4.7K
15	ALBION FINANCIAL GROUP /UT exited	Shares	-515	-$11.5K	$0
16	EverSource Wealth Advisors, LLC trimmed	Shares	-714	-$15.8K	$4.3K

Filing Research | CZNC - Citizens & Northern Corp Institutional Holdings