Filing Research | MLP - MAUI LD & PINEAPPLE INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	LANARK FINANCIAL, INC.	Shares	44.1KSH	$784.8K
2	BFSG, LLC	Shares	2.7KSH	$48.7K
3	Police & Firemen's Retirement System of New Jersey	Shares	1.9KSH	$34.2K
4	SBI Securities Co., Ltd.	Shares	155SH	$2.8K
5	GAMMA Investing LLC	Shares	54SH	$960
6	EverSource Wealth Advisors, LLC	Shares	2SH	$36
7	IFP Advisors, Inc	Shares	2SH	$36
8	SJS Investment Consulting Inc.	Shares	1SH	$18

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

10 / 10 loaded

#		Instrument
1	LANARK FINANCIAL, INC. unchanged	Shares	0	+$105.5K	$784.8K
2	BFSG, LLC unchanged	Shares	0	+$6.5K	$48.7K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.6K	$34.2K
4	SBI Securities Co., Ltd. unchanged	Shares	0	+$371	$2.8K
5	IFP Advisors, Inc new	Shares	+2	+$36	$36
6	EverSource Wealth Advisors, LLC added	Shares	+1	+$21	$36
7	SJS Investment Consulting Inc. new	Shares	+1	+$18	$18
8	Physician Wealth Advisors, Inc. exited	Shares	-32	-$493	$0
9	Farther Finance Advisors, LLC exited	Shares	-54	-$869	$0
10	GAMMA Investing LLC trimmed	Shares	-100	-$1.4K	$960

Filing Research | MLP - MAUI LD & PINEAPPLE INC Institutional Holdings