Filing Research | MPB - MID PENN BANCORP INC COM Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	GRACE & WHITE INC /NY	Shares	27.3KSH	$952.0K
2	AdvisorNet Financial, Inc	Shares	25.9KSH	$901.2K
3	NEW WAVE WEALTH ADVISORS LLC	Shares	25.4KSH	$884.0K
4	Sequoia Financial Advisors, LLC	Shares	7.5KSH	$259.7K
5	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	7.2KSH	$252.5K
6	Police & Firemen's Retirement System of New Jersey	Shares	6.8KSH	$238.0K
7	FULTON BANK, N.A.	Shares	5.8KSH	$203.5K
8	Palouse Capital Management, Inc.	Shares	2.6KSH	$90.0K
9	Versant Capital Management, Inc	Shares	742SH	$25.9K
10	HARBOR INVESTMENT ADVISORY, LLC	Shares	702SH	$24.5K
11	GAMMA Investing LLC	Shares	272SH	$9.5K
12	Triumph Capital Management	Shares	200SH	$7.0K
13	Torren Management, LLC	Shares	132SH	$4.6K
14	Physician Wealth Advisors, Inc.	Shares	26SH	$906
15	EverSource Wealth Advisors, LLC	Shares	24SH	$836
16	Farther Finance Advisors, LLC	Shares	9SH	$314
17	SBI Securities Co., Ltd.	Shares	2SH	$70
18	State of Alaska, Department of Revenue	Shares	916SH	$31
19	Brandywine Financial Group	Shares	100SH	$3

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

22 / 22 loaded

#		Instrument
1	NEW WAVE WEALTH ADVISORS LLC added	Shares	+12.7K	+$476.0K	$884.0K
2	Sequoia Financial Advisors, LLC new	Shares	+7.5K	+$259.7K	$259.7K
3	GRACE & WHITE INC /NY unchanged	Shares	0	+$73.2K	$952.0K
4	AdvisorNet Financial, Inc unchanged	Shares	0	+$69.3K	$901.2K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$60.3K	$238.0K
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$19.4K	$252.5K
7	Palouse Capital Management, Inc. unchanged	Shares	0	+$6.9K	$90.0K
8	Versant Capital Management, Inc unchanged	Shares	0	+$2.0K	$25.9K
9	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$1.9K	$24.5K
10	GAMMA Investing LLC unchanged	Shares	0	+$728	$9.5K
11	Triumph Capital Management unchanged	Shares	0	+$536	$7.0K
12	Torren Management, LLC unchanged	Shares	0	+$354	$4.6K
13	EverSource Wealth Advisors, LLC added	Shares	+6	+$257	$836
14	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$69	$906
15	Farther Finance Advisors, LLC added	Shares	+1	+$55	$314
16	SBI Securities Co., Ltd. unchanged	Shares	0	+$6	$70
17	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$31
18	True Wealth Design, LLC exited	Shares	-9	-$290	$0
19	Brandywine Financial Group unchanged	Shares	0	-$3.2K	$3
20	SIGNATUREFD, LLC exited	Shares	-143	-$4.6K	$0
21	JFS WEALTH ADVISORS, LLC exited	Shares	-220	-$7.1K	$0
22	FULTON BANK, N.A. trimmed	Shares	-822	-$10.8K	$203.5K