Filing Research | FRST - PRIMIS FINANCIAL CORP Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	SALZHAUER MICHAEL	Shares	471.8KSH	$7.7M
2	CARY STREET PARTNERS FINANCIAL LLC	Shares	17.6KSH	$288.9K
3	Police & Firemen's Retirement System of New Jersey	Shares	5.7KSH	$93.5K
4	Versant Capital Management, Inc	Shares	1.1KSH	$17.9K
5	GAMMA Investing LLC	Shares	795SH	$13.0K
6	TOTH FINANCIAL ADVISORY CORP	Shares	678SH	$11.1K
7	FIRST HORIZON CORP	Shares	510SH	$8.3K
8	EverSource Wealth Advisors, LLC	Shares	219SH	$3.6K
9	Main Street Group, LTD	Shares	145SH	$2.4K
10	IFP Advisors, Inc	Shares	118SH	$1.9K
11	Farther Finance Advisors, LLC	Shares	65SH	$1.1K
12	MassMutual Private Wealth & Trust, FSB	Shares	65SH	$1.1K
13	SIGNATUREFD, LLC	Shares	59SH	$966
14	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	39SH	$638
15	True Wealth Design, LLC	Shares	25SH	$410
16	Physician Wealth Advisors, Inc.	Shares	23SH	$377
17	Fortitude Family Office, LLC	Shares	17SH	$278
18	SJS Investment Consulting Inc.	Shares	3SH	$50
19	SBI Securities Co., Ltd.	Shares	3SH	$49
20	Torren Management, LLC	Shares	2SH	$37

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

20 / 20 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$54.5K	$288.9K
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$17.7K	$93.5K
3	FIRST HORIZON CORP new	Shares	+510	+$8.3K	$8.3K
4	Versant Capital Management, Inc unchanged	Shares	0	+$3.4K	$17.9K
5	GAMMA Investing LLC unchanged	Shares	0	+$2.5K	$13.0K
6	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$2.1K	$11.1K
7	IFP Advisors, Inc added	Shares	+90	+$1.6K	$1.9K
8	SIGNATUREFD, LLC new	Shares	+59	+$966	$966
9	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+39	+$638	$638
10	Main Street Group, LTD added	Shares	+1	+$460	$2.4K
11	Physician Wealth Advisors, Inc. new	Shares	+23	+$377	$377
12	Fortitude Family Office, LLC new	Shares	+17	+$278	$278
13	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$201	$1.1K
14	SJS Investment Consulting Inc. new	Shares	+3	+$50	$50
15	SBI Securities Co., Ltd. added	Shares	+1	+$22	$49
16	Torren Management, LLC unchanged	Shares	0	+$7	$37
17	True Wealth Design, LLC trimmed	Shares	-9	-$42	$410
18	Farther Finance Advisors, LLC trimmed	Shares	-53	-$511	$1.1K
19	EverSource Wealth Advisors, LLC trimmed	Shares	-151	-$1.3K	$3.6K
20	SALZHAUER MICHAEL trimmed	Shares	-218.1K	-$1.4M	$7.7M