Filing Research | MYFW - FIRST WESTN FINL INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	SummerHaven Investment Management, LLC	Shares	31.4KSH	$1.0M
2	Police & Firemen's Retirement System of New Jersey	Shares	2.8KSH	$89.7K
3	GAMMA Investing LLC	Shares	111SH	$3.6K
4	EverSource Wealth Advisors, LLC	Shares	63SH	$2.0K
5	IFP Advisors, Inc	Shares	46SH	$1.5K
6	Farther Finance Advisors, LLC	Shares	16SH	$514
7	Versant Capital Management, Inc	Shares	12SH	$385
8	True Wealth Design, LLC	Shares	7SH	$225
9	SJS Investment Consulting Inc.	Shares	1SH	$33
10	State of Alaska, Department of Revenue	Shares	696SH	$22

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

10 / 10 loaded

#		Instrument
1	SummerHaven Investment Management, LLC unchanged	Shares	0	+$236.3K	$1.0M
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$21.0K	$89.7K
3	IFP Advisors, Inc added	Shares	+37	+$1.3K	$1.5K
4	GAMMA Investing LLC unchanged	Shares	0	+$836	$3.6K
5	EverSource Wealth Advisors, LLC added	Shares	+13	+$792	$2.0K
6	Farther Finance Advisors, LLC added	Shares	+10	+$364	$514
7	Versant Capital Management, Inc unchanged	Shares	0	+$90	$385
8	SJS Investment Consulting Inc. new	Shares	+1	+$33	$33
9	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$22
10	True Wealth Design, LLC trimmed	Shares	-2	+$3	$225

Filing Research | MYFW - FIRST WESTN FINL INC Institutional Holdings