Filing Research | CZWI - CITIZENS COMMUNITY BANCORP I Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	2.2KSH	$50.8K
2	Center for Financial Planning, Inc.	Shares	1.0KSH	$23.4K
3	Farther Finance Advisors, LLC	Shares	124SH	$2.9K
4	IFP Advisors, Inc	Shares	55SH	$1.3K
5	GAMMA Investing LLC	Shares	43SH	$1.0K
6	EverSource Wealth Advisors, LLC	Shares	39SH	$911
7	Physician Wealth Advisors, Inc.	Shares	24SH	$562
8	True Wealth Design, LLC	Shares	8SH	$188
9	SJS Investment Consulting Inc.	Shares	4SH	$94
10	Fortitude Family Office, LLC	Shares	2SH	$47
11	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$47

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

11 / 11 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.8K	$50.8K
2	Center for Financial Planning, Inc. unchanged	Shares	0	+$3.6K	$23.4K
3	IFP Advisors, Inc added	Shares	+26	+$712	$1.3K
4	Physician Wealth Advisors, Inc. new	Shares	+24	+$562	$562
5	EverSource Wealth Advisors, LLC added	Shares	+1	+$159	$911
6	GAMMA Investing LLC unchanged	Shares	0	+$155	$1.0K
7	Fortitude Family Office, LLC new	Shares	+2	+$47	$47
8	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$47	$47
9	SJS Investment Consulting Inc. unchanged	Shares	0	+$14	$94
10	True Wealth Design, LLC trimmed	Shares	-2	-$10	$188
11	Farther Finance Advisors, LLC trimmed	Shares	-44	-$486	$2.9K

Filing Research | CZWI - CITIZENS COMMUNITY BANCORP I Institutional Holdings