Filing Research | FSP - Franklin Street Properties Cor Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	1.2MSH	$634.3K
2	BFSG, LLC	Shares	64.4KSH	$33.2K
3	Secure Asset Management, LLC	Shares	41.7KSH	$21.5K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	34.4KSH	$17.6K
5	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	15.1KSH	$7.8K
6	Merit Financial Group, LLC	Shares	10.4KSH	$5.4K
7	JNBA Financial Advisors	Shares	10.0KSH	$5.2K
8	Oakworth Capital, Inc.	Shares	2.5KSH	$1.3K
9	EverSource Wealth Advisors, LLC	Shares	1.9KSH	$988
10	GAMMA Investing LLC	Shares	777SH	$400
11	IFP Advisors, Inc	Shares	465SH	$239
12	True Wealth Design, LLC	Shares	462SH	$238
13	Farther Finance Advisors, LLC	Shares	429SH	$224
14	Fortitude Family Office, LLC	Shares	138SH	$71
15	SJS Investment Consulting Inc.	Shares	89SH	$46
16	Wealth Enhancement Trust Services, Inc.	Shares	72SH	$37

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

19 / 19 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+24.1K	+$10.4K	$17.6K
2	Merit Financial Group, LLC new	Shares	+10.4K	+$5.4K	$5.4K
3	EverSource Wealth Advisors, LLC added	Shares	+1.1K	+$424	$988
4	Farther Finance Advisors, LLC added	Shares	+373	+$187	$224
5	True Wealth Design, LLC added	Shares	+326	+$147	$238
6	Fortitude Family Office, LLC new	Shares	+138	+$71	$71
7	SJS Investment Consulting Inc. added	Shares	+76	+$37	$46
8	Wealth Enhancement Trust Services, Inc. new	Shares	+72	+$37	$37
9	IFP Advisors, Inc added	Shares	+124	+$12	$239
10	GAMMA Investing LLC trimmed	Shares	-8	-$122	$400
11	Oakworth Capital, Inc. unchanged	Shares	0	-$358	$1.3K
12	Sound Income Strategies, LLC exited	Shares	-1.8K	-$1.2K	$0
13	JNBA Financial Advisors unchanged	Shares	0	-$1.5K	$5.2K
14	Secure Asset Management, LLC added	Shares	+6.7K	-$1.8K	$21.5K
15	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	-$2.3K	$7.8K
16	BFSG, LLC trimmed	Shares	-2.1K	-$11.0K	$33.2K
17	Police & Firemen's Retirement System of New Jersey exited	Shares	-20.5K	-$13.6K	$0
18	Abel Hall, LLC exited	Shares	-37.8K	-$25.1K	$0
19	CONFLUENCE INVESTMENT MANAGEMENT LLC unchanged	Shares	0	-$184.1K	$634.3K

Filing Research | FSP - Franklin Street Properties Cor Institutional Holdings