Filing Research | MCBS - METROCITY BANKSHARES INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Cape Investment Advisory, Inc.	Shares	56.3KSH	$2.0M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	21.8KSH	$781.8K
3	Sequoia Financial Advisors, LLC	Shares	13.4KSH	$479.8K
4	Sherrill & Hutchins Financial Advisory, Inc	Shares	13.0KSH	$467.4K
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.4KSH	$302.7K
6	Police & Firemen's Retirement System of New Jersey	Shares	6.9KSH	$247.6K
7	SIGNATUREFD, LLC	Shares	716SH	$25.7K
8	Versant Capital Management, Inc	Shares	395SH	$14.2K
9	MassMutual Private Wealth & Trust, FSB	Shares	180SH	$6.5K
10	GAMMA Investing LLC	Shares	164SH	$5.9K
11	EverSource Wealth Advisors, LLC	Shares	95SH	$3.4K
12	Farther Finance Advisors, LLC	Shares	74SH	$2.7K
13	Torren Management, LLC	Shares	25SH	$901
14	Trust Co	Shares	23SH	$825
15	Arlington Trust Co LLC	Shares	17SH	$610
16	IFP Advisors, Inc	Shares	12SH	$431
17	State of Alaska, Department of Revenue	Shares	1.8KSH	$64
18	SJS Investment Consulting Inc.	Shares	1SH	$36

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

19 / 19 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+13.4K	+$479.8K	$479.8K
2	Cape Investment Advisory, Inc. trimmed	Shares	-3.5K	+$305.9K	$2.0M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+8.4K	+$302.7K	$302.7K
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.6K	+$232.9K	$781.8K
5	Sherrill & Hutchins Financial Advisory, Inc unchanged	Shares	0	+$94.0K	$467.4K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$92.4K	$247.6K
7	SIGNATUREFD, LLC added	Shares	+29	+$6.0K	$25.7K
8	Versant Capital Management, Inc unchanged	Shares	0	+$2.9K	$14.2K
9	Farther Finance Advisors, LLC added	Shares	+35	+$1.5K	$2.7K
10	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.3K	$6.5K
11	EverSource Wealth Advisors, LLC added	Shares	+18	+$1.2K	$3.4K
12	GAMMA Investing LLC unchanged	Shares	0	+$1.2K	$5.9K
13	Torren Management, LLC unchanged	Shares	0	+$185	$901
14	Trust Co unchanged	Shares	0	+$166	$825
15	IFP Advisors, Inc added	Shares	+2	+$144	$431
16	Arlington Trust Co LLC unchanged	Shares	0	+$123	$610
17	SJS Investment Consulting Inc. new	Shares	+1	+$36	$36
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$64
19	True Wealth Design, LLC exited	Shares	-3	-$87	$0

Filing Research | MCBS - METROCITY BANKSHARES INC Institutional Holdings