Filing Research | JFB - JFB CONSTR HLDGS Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	Herold Advisors, Inc.	Shares	15.0KSH	$72.0K
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.7KSH	$51.5K
3	Opal Wealth Advisors, LLC	Shares	10.0KSH	$48.1K
4	Indiana Trust & Investment Management Co	Shares	800SH	$3.8K
5	BARRETT & COMPANY, INC.	Shares	425SH	$2.0K
6	Security National Bank	Shares	400SH	$1.9K
7	FINANCIAL CONSULATE, INC	Shares	250SH	$1.2K
8	Golden State Wealth Management, LLC	Shares	200SH	$962

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

10 / 10 loaded

#		Instrument
1	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+10.7K	+$51.5K	$51.5K
2	Opal Wealth Advisors, LLC new	Shares	+10.0K	+$48.1K	$48.1K
3	FINANCIAL CONSULATE, INC new	Shares	+250	+$1.2K	$1.2K
4	Golden State Wealth Management, LLC unchanged	Shares	0	-$262	$962
5	Fortitude Family Office, LLC exited	Shares	-60	-$367	$0
6	Security National Bank unchanged	Shares	0	-$524	$1.9K
7	BARRETT & COMPANY, INC. unchanged	Shares	0	-$557	$2.0K
8	Indiana Trust & Investment Management Co unchanged	Shares	0	-$1.0K	$3.8K
9	Farther Finance Advisors, LLC exited	Shares	-700	-$4.6K	$0
10	Herold Advisors, Inc. unchanged	Shares	0	-$19.8K	$72.0K

Filing Research | JFB - JFB CONSTR HLDGS Institutional Holdings