Filing Research | FMNB - FARMERS NATIONAL BANC CORP Institutional Holdings

Snapshot holdings

24 / 24 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	81.4KSH	$1.2M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	58.4KSH	$852.5K
3	Sequoia Financial Advisors, LLC	Shares	48.8KSH	$712.7K
4	Prospera Financial Services Inc	Shares	30.1KSH	$439.9K
5	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	24.0KSH	$350.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	18.8KSH	$274.0K
7	YHB Investment Advisors, Inc.	Shares	15.4KSH	$225.2K
8	AMARILLO NATIONAL BANK	Shares	14.0KSH	$204.4K
9	SAX WEALTH ADVISORS, LLC	Shares	12.6KSH	$165.6K
10	Apollon Wealth Management, LLC	Shares	10.5KSH	$153.2K
11	True Wealth Design, LLC	Shares	2.6KSH	$38.1K
12	Versant Capital Management, Inc	Shares	1.9KSH	$27.4K
13	GAMMA Investing LLC	Shares	1.4KSH	$20.9K
14	SJS Investment Consulting Inc.	Shares	817SH	$11.9K
15	IFP Advisors, Inc	Shares	762SH	$11.1K
16	SIGNATUREFD, LLC	Shares	736SH	$10.7K
17	JFS WEALTH ADVISORS, LLC	Shares	355SH	$5.2K
18	EverSource Wealth Advisors, LLC	Shares	330SH	$4.8K
19	Farther Finance Advisors, LLC	Shares	324SH	$4.7K
20	SBI Securities Co., Ltd.	Shares	73SH	$1.1K
21	MassMutual Private Wealth & Trust, FSB	Shares	33SH	$482
22	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	13.9KSH	$204
23	State of Alaska, Department of Revenue	Shares	8.3KSH	$121
24	Capital Advisors, Ltd. LLC	Shares	44SH	$1

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

27 / 27 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+23.6K	+$380.5K	$712.7K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.7K	+$284.1K	$1.2M
3	SAX WEALTH ADVISORS, LLC new	Shares	+12.6K	+$165.6K	$165.6K
4	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-544	+$76.9K	$852.5K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+3.1K	+$67.5K	$274.0K
6	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added	Shares	+276	+$38.2K	$350.2K
7	AMARILLO NATIONAL BANK unchanged	Shares	0	+$20.2K	$204.4K
8	Apollon Wealth Management, LLC trimmed	Shares	-23	+$14.8K	$153.2K
9	IFP Advisors, Inc added	Shares	+578	+$8.7K	$11.1K
10	Farther Finance Advisors, LLC added	Shares	+249	+$3.7K	$4.7K
11	Versant Capital Management, Inc unchanged	Shares	0	+$2.7K	$27.4K
12	True Wealth Design, LLC trimmed	Shares	-182	+$1.4K	$38.1K
13	SJS Investment Consulting Inc. added	Shares	+6	+$1.3K	$11.9K
14	GAMMA Investing LLC trimmed	Shares	-127	+$391	$20.9K
15	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$48	$482
16	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC unchanged	Shares	0	+$22	$204
17	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$121
18	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
19	SBI Securities Co., Ltd. trimmed	Shares	-124	-$1.5K	$1.1K
20	SIGNATUREFD, LLC trimmed	Shares	-231	-$2.0K	$10.7K
21	YHB Investment Advisors, Inc. trimmed	Shares	-1.9K	-$2.9K	$225.2K
22	EverSource Wealth Advisors, LLC trimmed	Shares	-334	-$3.9K	$4.8K
23	JFS WEALTH ADVISORS, LLC trimmed	Shares	-4.2K	-$54.2K	$5.2K
24	Prospera Financial Services Inc trimmed	Shares	-8.2K	-$64.5K	$439.9K
25	Everhart Financial Group, Inc. exited	Shares	-20.3K	-$267.5K	$0
26	Y-Intercept (Hong Kong) Ltd exited	Shares	-108.3K	-$1.4M	$0
27	Assenagon Asset Management S.A. exited	Shares	-224.5K	-$3.0M	$0