Filing Research | FVCB - FVCBANKCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	19.6KSH	$342.2K
2	J.W. COLE ADVISORS, INC.	Shares	12.3KSH	$214.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	5.3KSH	$93.1K
4	GAMMA Investing LLC	Shares	745SH	$13.0K
5	IFP Advisors, Inc	Shares	209SH	$3.7K
6	EverSource Wealth Advisors, LLC	Shares	133SH	$2.3K
7	Farther Finance Advisors, LLC	Shares	91SH	$1.6K
8	True Wealth Design, LLC	Shares	34SH	$595
9	Wealth Enhancement Trust Services, Inc.	Shares	22SH	$385
10	SJS Investment Consulting Inc.	Shares	15SH	$263
11	Fortitude Family Office, LLC	Shares	5SH	$88

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

11 / 11 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+124	+$47.1K	$342.2K
2	J.W. COLE ADVISORS, INC. unchanged	Shares	0	+$28.3K	$214.7K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$12.3K	$93.1K
4	IFP Advisors, Inc added	Shares	+194	+$3.4K	$3.7K
5	GAMMA Investing LLC unchanged	Shares	0	+$1.7K	$13.0K
6	Farther Finance Advisors, LLC added	Shares	+68	+$1.2K	$1.6K
7	EverSource Wealth Advisors, LLC added	Shares	+48	+$1.0K	$2.3K
8	Wealth Enhancement Trust Services, Inc. new	Shares	+22	+$385	$385
9	True Wealth Design, LLC added	Shares	+12	+$260	$595
10	SJS Investment Consulting Inc. added	Shares	+11	+$202	$263
11	Fortitude Family Office, LLC new	Shares	+5	+$88	$88

Filing Research | FVCB - FVCBANKCORP INC Institutional Holdings