Filing Research | FWRG - First Watch Restaurant Group, Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	RIVERBRIDGE PARTNERS LLC	Shares	1.3MSH	$17.4M
2	Avory & Company, LLC	Shares	228.2KSH	$2.9M
3	MOODY NATIONAL BANK TRUST DIVISION	Shares	112.7KSH	$1.5M
4	LANARK FINANCIAL, INC.	Shares	88.0KSH	$1.1M
5	Accurate Wealth Management, LLC	Shares	58.3KSH	$726.6K
6	Diversified Trust Co	Shares	24.3KSH	$312.7K
7	SRH ADVISORS, LLC	Shares	21.2KSH	$273.7K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.2KSH	$263.5K
9	Police & Firemen's Retirement System of New Jersey	Shares	16.8KSH	$216.5K
10	Versant Capital Management, Inc	Shares	3.0KSH	$38.8K
11	Farther Finance Advisors, LLC	Shares	1.5KSH	$19.0K
12	1620 INVESTMENT ADVISORS, INC.	Shares	1.0KSH	$13.1K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	688SH	$9.2K
14	EverSource Wealth Advisors, LLC	Shares	523SH	$6.7K
15	True Wealth Design, LLC	Shares	499SH	$6.4K
16	IFP Advisors, Inc	Shares	189SH	$2.4K
17	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	172.0KSH	$2.2K
18	Wealth Enhancement Trust Services, Inc.	Shares	119SH	$1.5K
19	GAMMA Investing LLC	Shares	100SH	$1.3K
20	SIGNATUREFD, LLC	Shares	68SH	$877
21	SBI Securities Co., Ltd.	Shares	1SH	$13

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

29 / 29 loaded

#		Instrument
1	LANARK FINANCIAL, INC. added	Shares	+37.8K	+$608.4K	$1.1M
2	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+31.1K	+$597.5K	$1.5M
3	Avory & Company, LLC trimmed	Shares	-25.9K	+$278.5K	$2.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+21.2K	+$263.5K	$263.5K
5	SRH ADVISORS, LLC unchanged	Shares	0	+$51.2K	$273.7K
6	Diversified Trust Co trimmed	Shares	-1.4K	+$43.9K	$312.7K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$40.5K	$216.5K
8	Versant Capital Management, Inc added	Shares	+220	+$9.6K	$38.8K
9	EverSource Wealth Advisors, LLC added	Shares	+521	+$6.7K	$6.7K
10	True Wealth Design, LLC new	Shares	+499	+$6.4K	$6.4K
11	Farther Finance Advisors, LLC added	Shares	+297	+$6.1K	$19.0K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+79	+$2.5K	$9.2K
13	IFP Advisors, Inc added	Shares	+179	+$2.3K	$2.4K
14	Wealth Enhancement Trust Services, Inc. new	Shares	+119	+$1.5K	$1.5K
15	GAMMA Investing LLC new	Shares	+100	+$1.3K	$1.3K
16	SIGNATUREFD, LLC new	Shares	+68	+$877	$877
17	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added	Shares	+20.0K	+$612	$2.2K
18	SBI Securities Co., Ltd. new	Shares	+1	+$13	$13
19	Hughes Financial Services, LLC exited	Shares	-1	-$10	$0
20	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-283	-$510	$13.1K
21	Rachor Investment Advisory Services, LLC exited	Shares	-87	-$912	$0
22	SJS Investment Consulting Inc. exited	Shares	-98	-$1.0K	$0
23	Accurate Wealth Management, LLC trimmed	Shares	-7.4K	-$27.7K	$726.6K
24	LVW Advisors, LLC exited	Shares	-10.2K	-$106.4K	$0
25	Kings Path Partners LLC exited	Shares	-10.8K	-$163.2K	$0
26	Y-Intercept (Hong Kong) Ltd exited	Shares	-40.8K	-$428.1K	$0
27	CONGRESS ASSET MANAGEMENT CO exited	Shares	-141.0K	-$1.5M	$0
28	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-743.1K	-$4.5M	$17.4M
29	WASATCH ADVISORS LP exited	Shares	-441.4K	-$4.6M	$0