Filing Research | LOAN - MANHATTAN BRDG CAP INC COM Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	CARY STREET PARTNERS FINANCIAL LLC	Shares	321.8KSH	$321.8K
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	27.5KSH	$126.0K
3	JAMES INVESTMENT RESEARCH, INC.	Shares	21.2KSH	$95.8K
4	OLIO Financial Planning	Shares	59.6KSH	$59.6K
5	DWR WEALTH MANAGEMENT, LLC	Shares	50.7KSH	$50.7K
6	ECLECTIC ASSOCIATES INC /ADV	Shares	42.0KSH	$42.0K
7	Apella Capital, LLC	Shares	34.2KSH	$34.2K
8	Triumph Capital Management	Shares	900SH	$4.1K
9	Mountain Hill Investment Partners Corp.	Shares	292SH	$1.3K

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

10 / 10 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+47.2K	+$47.2K	$321.8K
2	ECLECTIC ASSOCIATES INC /ADV new	Shares	+42.0K	+$42.0K	$42.0K
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+196	+$2.5K	$126.0K
4	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$1.5K	$95.8K
5	Triumph Capital Management added	Shares	+100	+$508	$4.1K
6	Mountain Hill Investment Partners Corp. added	Shares	+7	+$51	$1.3K
7	OLIO Financial Planning trimmed	Shares	-3.4K	-$3.4K	$59.6K
8	DWR WEALTH MANAGEMENT, LLC trimmed	Shares	-36.0K	-$36.0K	$50.7K
9	GK Wealth Management LLC exited	Shares	-86.8K	-$86.8K	$0
10	Apella Capital, LLC trimmed	Shares	-3.6K	-$141.3K	$34.2K

Filing Research | LOAN - MANHATTAN BRDG CAP INC COM Institutional Holdings