Filing Research | ISTR - INVESTAR HOLDING CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	True North Advisors, LLC	Shares	27.1KSH	$811.7K
2	JAMES INVESTMENT RESEARCH, INC.	Shares	8.8KSH	$264.2K
3	Sequoia Financial Advisors, LLC	Shares	7.0KSH	$210.3K
4	Police & Firemen's Retirement System of New Jersey	Shares	3.5KSH	$104.7K
5	GAMMA Investing LLC	Shares	223SH	$6.7K
6	IFP Advisors, Inc	Shares	64SH	$1.9K
7	EverSource Wealth Advisors, LLC	Shares	40SH	$1.2K
8	Farther Finance Advisors, LLC	Shares	25SH	$748
9	Fortitude Family Office, LLC	Shares	7SH	$210
10	True Wealth Design, LLC	Shares	3SH	$90
11	SJS Investment Consulting Inc.	Shares	2SH	$60
12	SBI Securities Co., Ltd.	Shares	1SH	$30
13	State of Alaska, Department of Revenue	Shares	851SH	$25
14	Capital Advisors, Ltd. LLC	Shares	180SH	$5

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

14 / 14 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+7.0K	+$210.3K	$210.3K
2	True North Advisors, LLC added	Shares	+32	+$73.8K	$811.7K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+1.7K	+$56.5K	$104.7K
4	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$23.7K	$264.2K
5	GAMMA Investing LLC added	Shares	+48	+$1.9K	$6.7K
6	EverSource Wealth Advisors, LLC added	Shares	+21	+$680	$1.2K
7	IFP Advisors, Inc added	Shares	+12	+$499	$1.9K
8	Fortitude Family Office, LLC new	Shares	+7	+$210	$210
9	Farther Finance Advisors, LLC unchanged	Shares	0	+$60	$748
10	SJS Investment Consulting Inc. new	Shares	+2	+$60	$60
11	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$25
12	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$5
13	True Wealth Design, LLC trimmed	Shares	-1	-$20	$90
14	SBI Securities Co., Ltd. trimmed	Shares	-80	-$2.2K	$30

Filing Research | ISTR - INVESTAR HOLDING CORP Institutional Holdings