Filing Research | DOUG - DOUGLAS ELLIMAN INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.0KSH	$51.6K
2	PFS Partners, LLC	Shares	27.4KSH	$48.5K
3	Police & Firemen's Retirement System of New Jersey	Shares	23.5KSH	$41.6K
4	Mesirow Financial Investment Management, Inc.	Shares	18.5KSH	$32.7K
5	COLLECTIVE FAMILY OFFICE LLC	Shares	16.0KSH	$28.3K
6	Golden State Wealth Management, LLC	Shares	15.0KSH	$26.6K
7	Accurate Wealth Management, LLC	Shares	10.0KSH	$19.1K
8	FIRST HORIZON CORP	Shares	7.9KSH	$14.1K
9	Provenance Wealth Advisors, LLC	Shares	6.4KSH	$11.3K
10	EverSource Wealth Advisors, LLC	Shares	849SH	$1.5K
11	SBI Securities Co., Ltd.	Shares	544SH	$963
12	Farther Finance Advisors, LLC	Shares	338SH	$602
13	IFP Advisors, Inc	Shares	160SH	$283
14	ST GERMAIN D J CO INC	Shares	139SH	$246
15	True Wealth Design, LLC	Shares	134SH	$238
16	Fortitude Family Office, LLC	Shares	98SH	$173
17	Newton One Investments LLC	Shares	69SH	$123
18	SJS Investment Consulting Inc.	Shares	36SH	$64
19	Quaker Wealth Management, LLC	Shares	35SH	$62
20	PARK AVENUE SECURITIES LLC	Shares	11.7KSH	$21
21	Versant Capital Management, Inc	Shares	7SH	$12
22	Quest 10 Wealth Builders, Inc.	Shares	2SH	$4

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

24 / 24 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+27.0K	+$51.6K	$51.6K
2	PFS Partners, LLC added	Shares	+6.1K	+$13.6K	$48.5K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$3.1K	$41.6K
4	Mesirow Financial Investment Management, Inc. unchanged	Shares	0	+$2.4K	$32.7K
5	Accurate Wealth Management, LLC unchanged	Shares	0	+$2.3K	$19.1K
6	COLLECTIVE FAMILY OFFICE LLC unchanged	Shares	0	+$2.1K	$28.3K
7	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.9K	$26.6K
8	EverSource Wealth Advisors, LLC added	Shares	+585	+$1.1K	$1.5K
9	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$830	$11.3K
10	Farther Finance Advisors, LLC added	Shares	+264	+$487	$602
11	FIRST HORIZON CORP trimmed	Shares	-468	+$266	$14.1K
12	Fortitude Family Office, LLC new	Shares	+98	+$173	$173
13	True Wealth Design, LLC added	Shares	+52	+$103	$238
14	SBI Securities Co., Ltd. unchanged	Shares	0	+$71	$963
15	SJS Investment Consulting Inc. new	Shares	+36	+$64	$64
16	Quaker Wealth Management, LLC new	Shares	+35	+$62	$62
17	IFP Advisors, Inc added	Shares	+18	+$50	$283
18	ST GERMAIN D J CO INC unchanged	Shares	0	+$18	$246
19	Newton One Investments LLC unchanged	Shares	0	+$9	$123
20	PARK AVENUE SECURITIES LLC added	Shares	+28	+$2	$21
21	Versant Capital Management, Inc unchanged	Shares	0	+$1	$12
22	Quest 10 Wealth Builders, Inc. trimmed	Shares	-3	-$4	$4
23	FARMERS & MERCHANTS INVESTMENTS INC exited	Shares	-12	-$20	$0
24	Scarborough Advisors, LLC exited	Shares	-99	-$162	$0