Filing Research
Snapshot holdings
#
1Trevian Wealth Management LLC$18.6M
2Hingham Institution for Savings$1.6M
3SummerHaven Investment Management, LLC$1.0M
4Y-Intercept (Hong Kong) Ltd$926.3K
5Arcadia Wealth Management, LLC$457.0K
6Police & Firemen's Retirement System of New Jersey$275.0K
7ROCKLAND TRUST CO$202.8K
8Founders Capital Management$66.3K
9Versant Capital Management, Inc$32.1K
10GAMMA Investing LLC$24.5K
11Fortitude Family Office, LLC$9.1K
12Blue Trust, Inc.$7.0K
13Farther Finance Advisors, LLC$1.9K
14True Wealth Design, LLC$1.1K
15Physician Wealth Advisors, Inc.$531
16State of Alaska, Department of Revenue$216
17TFC Financial Management, Inc.$133
Manager changes
#
1
Trevian Wealth Management LLC
+$2.8M
2
Hingham Institution for Savings
+$1.6M
3
Y-Intercept (Hong Kong) Ltd
+$926.3K
4
ROCKLAND TRUST CO
+$202.8K
5
SummerHaven Investment Management, LLC
+$157.2K
6
Arcadia Wealth Management, LLC
+$69.5K
7
Police & Firemen's Retirement System of New Jersey
+$41.8K
8
GAMMA Investing LLC
+$14.4K
9
Founders Capital Management
+$10.1K
10
Versant Capital Management, Inc
+$4.1K
11
Fortitude Family Office, LLC
+$1.4K
12
Blue Trust, Inc.
+$1.1K
13
Farther Finance Advisors, LLC
+$244
14
True Wealth Design, LLC
+$162
15
TFC Financial Management, Inc.
+$133
16
Physician Wealth Advisors, Inc.
+$81
17
State of Alaska, Department of Revenue
+$33
18
EverSource Wealth Advisors, LLC
-$8.3K
19
Cache Advisors, LLC
-$149.3K
Filing Research | NBN - NORTHEAST BK PORTLAND ME Institutional Holdings