Filing Research | FXNC - FIRST NATL CORP VA Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	20.9KSH	$627.8K
2	Wealthcare Advisory Partners LLC	Shares	13.7KSH	$410.0K
3	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	11.0KSH	$328.8K
4	GRACE & WHITE INC /NY	Shares	10.5KSH	$314.6K
5	Police & Firemen's Retirement System of New Jersey	Shares	1.9KSH	$58.4K
6	IFP Advisors, Inc	Shares	105SH	$3.2K
7	GAMMA Investing LLC	Shares	50SH	$1.5K
8	EverSource Wealth Advisors, LLC	Shares	35SH	$1.1K
9	Physician Wealth Advisors, Inc.	Shares	17SH	$511
10	Farther Finance Advisors, LLC	Shares	10SH	$300
11	ABNER HERRMAN & BROCK LLC	Shares	7.6KSH	$228
12	SJS Investment Consulting Inc.	Shares	1SH	$31

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

13 / 13 loaded

#		Instrument
1	DAVENPORT & Co LLC unchanged	Shares	0	+$64.8K	$627.8K
2	FOUNDERS GROVE WEALTH PARTNERS, LLC unchanged	Shares	0	+$34.0K	$328.8K
3	GRACE & WHITE INC /NY unchanged	Shares	0	+$32.5K	$314.6K
4	Wealthcare Advisory Partners LLC trimmed	Shares	-845	+$19.6K	$410.0K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.0K	$58.4K
6	IFP Advisors, Inc added	Shares	+104	+$3.1K	$3.2K
7	EverSource Wealth Advisors, LLC added	Shares	+18	+$591	$1.1K
8	Physician Wealth Advisors, Inc. new	Shares	+17	+$511	$511
9	Farther Finance Advisors, LLC added	Shares	+9	+$273	$300
10	GAMMA Investing LLC trimmed	Shares	-1	+$128	$1.5K
11	SJS Investment Consulting Inc. new	Shares	+1	+$31	$31
12	ABNER HERRMAN & BROCK LLC unchanged	Shares	0	+$23	$228
13	True Wealth Design, LLC exited	Shares	-1	-$27	$0

Filing Research | FXNC - FIRST NATL CORP VA Institutional Holdings