Filing Research | INR - INFINITY NAT RES INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.8KSH	$174.0K
2	ZWJ INVESTMENT COUNSEL INC	Shares	10.7KSH	$135.5K
3	Police & Firemen's Retirement System of New Jersey	Shares	4.7KSH	$60.2K
4	Versant Capital Management, Inc	Shares	3.8KSH	$48.2K
5	GAMMA Investing LLC	Shares	2.2KSH	$27.3K
6	Farther Finance Advisors, LLC	Shares	1.8KSH	$23.2K
7	EverSource Wealth Advisors, LLC	Shares	785SH	$10.0K
8	LANARK FINANCIAL, INC.	Shares	400SH	$5.1K
9	SBI Securities Co., Ltd.	Shares	140SH	$1.8K
10	Physician Wealth Advisors, Inc.	Shares	133SH	$1.7K
11	MassMutual Private Wealth & Trust, FSB	Shares	98SH	$1.2K
12	IFP Advisors, Inc	Shares	69SH	$876
13	True Wealth Design, LLC	Shares	57SH	$724
14	Fortitude Family Office, LLC	Shares	53SH	$673
15	Bogart Wealth, LLC	Shares	39SH	$495
16	State of Alaska, Department of Revenue	Shares	9.0KSH	$113
17	SJS Investment Consulting Inc.	Shares	5SH	$64
18	CoreCap Advisors, LLC	Shares	4SH	$51

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

19 / 19 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+13.8K	+$174.0K	$174.0K
2	ZWJ INVESTMENT COUNSEL INC new	Shares	+10.7K	+$135.5K	$135.5K
3	Versant Capital Management, Inc added	Shares	+1.6K	+$10.4K	$48.2K
4	Farther Finance Advisors, LLC added	Shares	+691	+$3.9K	$23.2K
5	EverSource Wealth Advisors, LLC added	Shares	+283	+$1.1K	$10.0K
6	Fortitude Family Office, LLC new	Shares	+53	+$673	$673
7	MassMutual Private Wealth & Trust, FSB added	Shares	+56	+$505	$1.2K
8	Bogart Wealth, LLC new	Shares	+39	+$495	$495
9	True Wealth Design, LLC added	Shares	+33	+$301	$724
10	SJS Investment Consulting Inc. new	Shares	+5	+$64	$64
11	CoreCap Advisors, LLC new	Shares	+4	+$51	$51
12	State of Alaska, Department of Revenue unchanged	Shares	0	-$44	$113
13	IFP Advisors, Inc added	Shares	+9	-$181	$876
14	SIGNATUREFD, LLC exited	Shares	-13	-$229	$0
15	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$653	$1.7K
16	LANARK FINANCIAL, INC. unchanged	Shares	0	-$2.0K	$5.1K
17	SBI Securities Co., Ltd. trimmed	Shares	-110	-$2.6K	$1.8K
18	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$23.3K	$60.2K
19	GAMMA Investing LLC trimmed	Shares	-887	-$26.2K	$27.3K

Filing Research | INR - INFINITY NAT RES INC Institutional Holdings