Filing Research | JMSB - JOHN MARSHALL BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	TOTH FINANCIAL ADVISORY CORP	Shares	336.3KSH	$7.3M
2	Meridian Financial Partners LLC	Shares	57.6KSH	$1.3M
3	Selective Wealth Management, Inc.	Shares	41.1KSH	$911.7K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.5KSH	$98.6K
5	Versant Capital Management, Inc	Shares	475SH	$10.4K
6	GAMMA Investing LLC	Shares	246SH	$5.4K
7	IFP Advisors, Inc	Shares	44SH	$959
8	EverSource Wealth Advisors, LLC	Shares	22SH	$480
9	Farther Finance Advisors, LLC	Shares	9SH	$196
10	True Wealth Design, LLC	Shares	6SH	$131
11	SJS Investment Consulting Inc.	Shares	1SH	$22
12	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$22

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

12 / 12 loaded

#		Instrument
1	Selective Wealth Management, Inc. new	Shares	+41.1K	+$911.7K	$911.7K
2	Meridian Financial Partners LLC unchanged	Shares	0	+$82.4K	$1.3M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+2.0K	+$48.3K	$98.6K
4	IFP Advisors, Inc added	Shares	+40	+$878	$959
5	Versant Capital Management, Inc unchanged	Shares	0	+$722	$10.4K
6	GAMMA Investing LLC unchanged	Shares	0	+$374	$5.4K
7	Farther Finance Advisors, LLC new	Shares	+9	+$196	$196
8	True Wealth Design, LLC added	Shares	+5	+$110	$131
9	SJS Investment Consulting Inc. new	Shares	+1	+$22	$22
10	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$22	$22
11	EverSource Wealth Advisors, LLC trimmed	Shares	-69	-$1.4K	$480
12	TOTH FINANCIAL ADVISORY CORP trimmed	Shares	-32.4K	-$145.3K	$7.3M

Filing Research | JMSB - JOHN MARSHALL BANCORP INC Institutional Holdings