Filing Research | GLIBA - LIBERTY CAP CORP Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Oak Thistle LLC	Shares	10.3KSH	$224.9K
2	Police & Firemen's Retirement System of New Jersey	Shares	925SH	$20.3K
3	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	612SH	$13.4K
4	Versant Capital Management, Inc	Shares	385SH	$8.4K
5	Central Pacific Bank - Trust Division	Shares	340SH	$7.4K
6	GAMMA Investing LLC	Shares	307SH	$6.7K
7	ELEVATION WEALTH PARTNERS, LLC	Shares	236SH	$5.2K
8	Farther Finance Advisors, LLC	Shares	139SH	$3.0K
9	SIGNATUREFD, LLC	Shares	104SH	$2.3K
10	EverSource Wealth Advisors, LLC	Shares	41SH	$899
11	MassMutual Private Wealth & Trust, FSB	Shares	36SH	$788
12	IFP Advisors, Inc	Shares	30SH	$657
13	GHP Investment Advisors, Inc.	Shares	28SH	$614
14	Community Financial Services Group, LLC	Shares	7SH	$155
15	Fortis Group Advisors, LLC	Shares	5SH	$110
16	Sachetta, LLC	Shares	5SH	$110
17	True Wealth Design, LLC	Shares	4SH	$88
18	Ares Financial Consulting, LLC	Shares	3SH	$66
19	Steigerwald, Gordon & Koch Inc.	Shares	3SH	$66
20	FNY Investment Advisers, LLC	Shares	1.9KSH	$42
21	Activest Wealth Management	Shares	1SH	$22

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

27 / 27 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+10.3K	+$224.9K	$224.9K
2	ELEVATION WEALTH PARTNERS, LLC new	Shares	+236	+$5.2K	$5.2K
3	Versant Capital Management, Inc added	Shares	+277	+$4.5K	$8.4K
4	Farther Finance Advisors, LLC added	Shares	+129	+$2.7K	$3.0K
5	IFP Advisors, Inc added	Shares	+24	+$436	$657
6	MassMutual Private Wealth & Trust, FSB added	Shares	+26	+$419	$788
7	EverSource Wealth Advisors, LLC added	Shares	+23	+$235	$899
8	Sachetta, LLC new	Shares	+5	+$110	$110
9	True Wealth Design, LLC new	Shares	+4	+$88	$88
10	Activest Wealth Management new	Shares	+1	+$22	$22
11	Capital Advisors, Ltd. LLC exited	Shares	-53	-$2	$0
12	CX Institutional exited	Shares	-340	-$13	$0
13	FNY Investment Advisers, LLC unchanged	Shares	0	-$29	$42
14	JFS WEALTH ADVISORS, LLC exited	Shares	-1	-$37	$0
15	TRUST CO OF TOLEDO NA /OH/ exited	Shares	-1	-$37	$0
16	Ares Financial Consulting, LLC unchanged	Shares	0	-$43	$66
17	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$45	$66
18	Fortis Group Advisors, LLC unchanged	Shares	0	-$74	$110
19	Community Financial Services Group, LLC unchanged	Shares	0	-$99	$155
20	GHP Investment Advisors, Inc. unchanged	Shares	0	-$418	$614
21	Torren Management, LLC exited	Shares	-15	-$553	$0
22	Legacies Wealth LLC exited	Shares	-73	-$2.7K	$0
23	SIGNATUREFD, LLC trimmed	Shares	-93	-$5.0K	$2.3K
24	Central Pacific Bank - Trust Division unchanged	Shares	0	-$5.1K	$7.4K
25	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$7.3K	$13.4K
26	GAMMA Investing LLC trimmed	Shares	-111	-$8.7K	$6.7K
27	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-753	-$41.6K	$20.3K