Filing Research | FRPH - FRP HLDGS INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	SALEM INVESTMENT COUNSELORS INC	Shares	113.9KSH	$2.8M
2	Guardian Wealth Management, Inc.	Shares	78.0KSH	$1.9M
3	Sequoia Financial Advisors, LLC	Shares	10.5KSH	$263.6K
4	Police & Firemen's Retirement System of New Jersey	Shares	3.4KSH	$85.1K
5	SIGNATUREFD, LLC	Shares	2.0KSH	$50.7K
6	Versant Capital Management, Inc	Shares	778SH	$19.4K
7	GAMMA Investing LLC	Shares	362SH	$9.0K
8	MassMutual Private Wealth & Trust, FSB	Shares	190SH	$4.7K
9	EverSource Wealth Advisors, LLC	Shares	63SH	$1.6K
10	IFP Advisors, Inc	Shares	43SH	$1.1K
11	Farther Finance Advisors, LLC	Shares	41SH	$1.0K
12	True Wealth Design, LLC	Shares	37SH	$925
13	Bogart Wealth, LLC	Shares	23SH	$575
14	Fortitude Family Office, LLC	Shares	16SH	$400
15	SJS Investment Consulting Inc.	Shares	9SH	$225
16	State of Alaska, Department of Revenue	Shares	1.0KSH	$25

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

17 / 17 loaded

#		Instrument
1	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-400	+$345.6K	$2.8M
2	Sequoia Financial Advisors, LLC added	Shares	+503	+$43.8K	$263.6K
3	SIGNATUREFD, LLC added	Shares	+558	+$18.5K	$50.7K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$10.6K	$85.1K
5	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$591	$4.7K
6	Bogart Wealth, LLC new	Shares	+23	+$575	$575
7	Farther Finance Advisors, LLC added	Shares	+13	+$421	$1.0K
8	IFP Advisors, Inc added	Shares	+13	+$419	$1.1K
9	Fortitude Family Office, LLC new	Shares	+16	+$400	$400
10	True Wealth Design, LLC added	Shares	+6	+$246	$925
11	SJS Investment Consulting Inc. added	Shares	+3	+$93	$225
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$25
13	GAMMA Investing LLC trimmed	Shares	-62	-$231	$9.0K
14	Physician Wealth Advisors, Inc. exited	Shares	-22	-$482	$0
15	EverSource Wealth Advisors, LLC trimmed	Shares	-271	-$5.7K	$1.6K
16	Versant Capital Management, Inc trimmed	Shares	-1.7K	-$35.5K	$19.4K
17	Guardian Wealth Management, Inc. trimmed	Shares	-15.2K	-$89.6K	$1.9M

Filing Research | FRPH - FRP HLDGS INC Institutional Holdings