Filing Research | FORR - FORRESTER RESH INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.6KSH	$136.4K
2	Versant Capital Management, Inc	Shares	8.4KSH	$70.3K
3	GAMMA Investing LLC	Shares	1.5KSH	$12.7K
4	EverSource Wealth Advisors, LLC	Shares	432SH	$3.6K
5	Physician Wealth Advisors, Inc.	Shares	177SH	$1.5K
6	IFP Advisors, Inc	Shares	160SH	$1.3K
7	Farther Finance Advisors, LLC	Shares	152SH	$1.3K
8	True Wealth Design, LLC	Shares	140SH	$1.2K
9	Fortitude Family Office, LLC	Shares	123SH	$1.0K
10	SJS Investment Consulting Inc.	Shares	16SH	$135
11	Wealth Enhancement Trust Services, Inc.	Shares	11SH	$93

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

13 / 13 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+13.6K	+$136.4K	$136.4K
2	Versant Capital Management, Inc added	Shares	+3.2K	+$41.3K	$70.3K
3	GAMMA Investing LLC added	Shares	+423	+$6.5K	$12.7K
4	EverSource Wealth Advisors, LLC added	Shares	+257	+$2.6K	$3.6K
5	Fortitude Family Office, LLC new	Shares	+123	+$1.0K	$1.0K
6	True Wealth Design, LLC added	Shares	+105	+$979	$1.2K
7	Farther Finance Advisors, LLC added	Shares	+93	+$961	$1.3K
8	IFP Advisors, Inc added	Shares	+45	+$695	$1.3K
9	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$487	$1.5K
10	SJS Investment Consulting Inc. added	Shares	+9	+$95	$135
11	Wealth Enhancement Trust Services, Inc. new	Shares	+11	+$93	$93
12	SBI Securities Co., Ltd. exited	Shares	-15	-$85	$0
13	Police & Firemen's Retirement System of New Jersey exited	Shares	-3.3K	-$18.4K	$0

Filing Research | FORR - FORRESTER RESH INC Institutional Holdings