Filing Research | MNSB - MAINSTREET BANCSHARES INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Spire Wealth Management	Shares	6.3KSH	$154.5K
2	Hughes Financial Services, LLC	Shares	5.4KSH	$134.3K
3	Police & Firemen's Retirement System of New Jersey	Shares	1.8KSH	$43.5K
4	Mirae Asset Global Investments Co., Ltd.	Shares	1.2KSH	$29.4K
5	FIRST UNITED BANK & TRUST	Shares	790SH	$19.5K
6	TOTH FINANCIAL ADVISORY CORP	Shares	545SH	$13.4K
7	GAMMA Investing LLC	Shares	124SH	$3.1K
8	SBI Securities Co., Ltd.	Shares	83SH	$2.0K
9	IFP Advisors, Inc	Shares	57SH	$1.4K
10	EverSource Wealth Advisors, LLC	Shares	17SH	$419
11	Farther Finance Advisors, LLC	Shares	15SH	$370
12	True Wealth Design, LLC	Shares	7SH	$173
13	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$74
14	SJS Investment Consulting Inc.	Shares	1SH	$25
15	State of Alaska, Department of Revenue	Shares	596SH	$14

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

15 / 15 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.2K	+$29.4K	$29.4K
2	Hughes Financial Services, LLC unchanged	Shares	0	+$13.5K	$134.3K
3	Spire Wealth Management trimmed	Shares	-305	+$8.8K	$154.5K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.4K	$43.5K
5	GAMMA Investing LLC added	Shares	+95	+$2.4K	$3.1K
6	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$2.0K	$19.5K
7	TOTH FINANCIAL ADVISORY CORP added	Shares	+3	+$1.4K	$13.4K
8	IFP Advisors, Inc added	Shares	+55	+$1.4K	$1.4K
9	EverSource Wealth Advisors, LLC new	Shares	+17	+$419	$419
10	SBI Securities Co., Ltd. unchanged	Shares	0	+$206	$2.0K
11	True Wealth Design, LLC new	Shares	+7	+$173	$173
12	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$74	$74
13	SJS Investment Consulting Inc. new	Shares	+1	+$25	$25
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$14
15	Farther Finance Advisors, LLC trimmed	Shares	-79	-$1.7K	$370

Filing Research | MNSB - MAINSTREET BANCSHARES INC Institutional Holdings