Filing Research | NODK - NI HOLDINGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	1.9KSH	$30.0K
2	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	785SH	$12.3K
3	MassMutual Private Wealth & Trust, FSB	Shares	228SH	$3.6K
4	Physician Wealth Advisors, Inc.	Shares	40SH	$629
5	EverSource Wealth Advisors, LLC	Shares	38SH	$598
6	Bogart Wealth, LLC	Shares	36SH	$566
7	GAMMA Investing LLC	Shares	21SH	$330
8	Asset Allocation & Management Company, LLC	Shares	19.1KSH	$300
9	IFP Advisors, Inc	Shares	19SH	$298
10	True Wealth Design, LLC	Shares	8SH	$126
11	Farther Finance Advisors, LLC	Shares	6SH	$95
12	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$31

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

12 / 12 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.4K	$30.0K
2	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$2.2K	$12.3K
3	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$643	$3.6K
4	Physician Wealth Advisors, Inc. new	Shares	+40	+$629	$629
5	Bogart Wealth, LLC new	Shares	+36	+$566	$566
6	EverSource Wealth Advisors, LLC added	Shares	+4	+$159	$598
7	Farther Finance Advisors, LLC new	Shares	+6	+$95	$95
8	True Wealth Design, LLC added	Shares	+3	+$61	$126
9	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$31	$31
10	Asset Allocation & Management Company, LLC trimmed	Shares	-2.5K	+$22	$300
11	IFP Advisors, Inc trimmed	Shares	-4	+$2	$298
12	GAMMA Investing LLC trimmed	Shares	-11	-$82	$330

Filing Research | NODK - NI HOLDINGS INC Institutional Holdings