Filing Research | GBFH - GBANK FINL HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Arista Wealth Management, LLC	Shares	295.3KSH	$9.0M
2	CHAPIN DAVIS, INC.	Shares	232.4KSH	$7.0M
3	RVW Wealth, LLC	Shares	119.0KSH	$3.6M
4	Sequoia Financial Advisors, LLC	Shares	20.0KSH	$605.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	3.5KSH	$107.2K
6	EverSource Wealth Advisors, LLC	Shares	111SH	$3.4K
7	IFP Advisors, Inc	Shares	74SH	$2.2K
8	Farther Finance Advisors, LLC	Shares	27SH	$819
9	True Wealth Design, LLC	Shares	26SH	$789
10	FNY Investment Advisers, LLC	Shares	20.1KSH	$609
11	Fortitude Family Office, LLC	Shares	16SH	$485
12	SJS Investment Consulting Inc.	Shares	11SH	$334
13	GAMMA Investing LLC	Shares	10SH	$303
14	Hughes Financial Services, LLC	Shares	1SH	$30
15	State of Alaska, Department of Revenue	Shares	738SH	$22
16	FNY Investment Advisers, LLC	CALL	20SH	$0

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

16 / 16 loaded

#		Instrument
1	Arista Wealth Management, LLC unchanged	Shares	0	+$1.0M	$9.0M
2	CHAPIN DAVIS, INC. added	Shares	+50	+$826.4K	$7.0M
3	Sequoia Financial Advisors, LLC added	Shares	+1	+$71.0K	$605.8K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$52.7K	$107.2K
5	EverSource Wealth Advisors, LLC added	Shares	+102	+$3.1K	$3.4K
6	IFP Advisors, Inc added	Shares	+72	+$2.2K	$2.2K
7	True Wealth Design, LLC new	Shares	+26	+$789	$789
8	Farther Finance Advisors, LLC added	Shares	+25	+$765	$819
9	FNY Investment Advisers, LLC new	Shares	+20.1K	+$609	$609
10	Fortitude Family Office, LLC new	Shares	+16	+$485	$485
11	SJS Investment Consulting Inc. new	Shares	+11	+$334	$334
12	GAMMA Investing LLC new	Shares	+10	+$303	$303
13	Hughes Financial Services, LLC unchanged	Shares	0	+$3	$30
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$22
15	FNY Investment Advisers, LLC new	CALL	+20	$0	$0
16	RVW Wealth, LLC trimmed	Shares	-39.8K	-$643.3K	$3.6M

Filing Research | GBFH - GBANK FINL HLDGS INC Institutional Holdings