Filing Research | FBLA - FB BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	20.2KSH	$304.9K
2	Marquette Asset Management, LLC	Shares	12.1KSH	$181.6K
3	Police & Firemen's Retirement System of New Jersey	Shares	5.4KSH	$80.9K
4	GAMMA Investing LLC	Shares	296SH	$4.5K
5	IFP Advisors, Inc	Shares	175SH	$2.6K
6	EverSource Wealth Advisors, LLC	Shares	88SH	$1.3K
7	Physician Wealth Advisors, Inc.	Shares	36SH	$543
8	Farther Finance Advisors, LLC	Shares	34SH	$513
9	True Wealth Design, LLC	Shares	13SH	$196
10	SJS Investment Consulting Inc.	Shares	3SH	$46

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

10 / 10 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+12.1K	+$181.6K	$181.6K
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.1K	$80.9K
3	GAMMA Investing LLC added	Shares	+202	+$3.2K	$4.5K
4	IFP Advisors, Inc added	Shares	+144	+$2.2K	$2.6K
5	EverSource Wealth Advisors, LLC added	Shares	+41	+$679	$1.3K
6	Physician Wealth Advisors, Inc. new	Shares	+36	+$543	$543
7	Farther Finance Advisors, LLC new	Shares	+34	+$513	$513
8	True Wealth Design, LLC added	Shares	+10	+$154	$196
9	SJS Investment Consulting Inc. new	Shares	+3	+$46	$46
10	Sequoia Financial Advisors, LLC trimmed	Shares	-49.9K	-$658.4K	$304.9K

Filing Research | FBLA - FB BANCORP INC Institutional Holdings