Filing Research | NWFL - NORWOOD FINANCIAL CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Stonebridge Financial Group, LLC	Shares	57.3KSH	$1.8M
2	EAGLE WEALTH STRATEGIES LLC	Shares	23.5KSH	$756.4K
3	Alliance Wealth Advisors, LLC	Shares	14.4KSH	$461.8K
4	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	6.7KSH	$216.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.6KSH	$205.9K
6	PEOPLES FINANCIAL SERVICES CORP.	Shares	3.6KSH	$114.3K
7	Police & Firemen's Retirement System of New Jersey	Shares	2.9KSH	$91.8K
8	Bangor Savings Bank	Shares	2.2KSH	$72.2K
9	Triumph Capital Management	Shares	500SH	$16.1K
10	GAMMA Investing LLC	Shares	85SH	$2.7K
11	IFP Advisors, Inc	Shares	39SH	$1.3K
12	EverSource Wealth Advisors, LLC	Shares	37SH	$1.2K
13	True Wealth Design, LLC	Shares	17SH	$547
14	Farther Finance Advisors, LLC	Shares	6SH	$193
15	SJS Investment Consulting Inc.	Shares	3SH	$97
16	Fortitude Family Office, LLC	Shares	1SH	$32
17	SBI Securities Co., Ltd.	Shares	1SH	$32
18	State of Alaska, Department of Revenue	Shares	621SH	$19

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

18 / 18 loaded

#		Instrument
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+6.7K	+$216.7K	$216.7K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+6.6K	+$205.9K	$205.9K
3	Stonebridge Financial Group, LLC added	Shares	+33	+$157.3K	$1.8M
4	EAGLE WEALTH STRATEGIES LLC unchanged	Shares	0	+$64.2K	$756.4K
5	Alliance Wealth Advisors, LLC unchanged	Shares	0	+$39.2K	$461.8K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.8K	$91.8K
7	Bangor Savings Bank added	Shares	+24	+$6.8K	$72.2K
8	Triumph Capital Management unchanged	Shares	0	+$1.4K	$16.1K
9	IFP Advisors, Inc added	Shares	+36	+$1.2K	$1.3K
10	GAMMA Investing LLC unchanged	Shares	0	+$232	$2.7K
11	Farther Finance Advisors, LLC new	Shares	+6	+$193	$193
12	True Wealth Design, LLC added	Shares	+3	+$135	$547
13	EverSource Wealth Advisors, LLC added	Shares	+1	+$130	$1.2K
14	Fortitude Family Office, LLC new	Shares	+1	+$32	$32
15	SJS Investment Consulting Inc. unchanged	Shares	0	+$8	$97
16	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$19
17	SBI Securities Co., Ltd. trimmed	Shares	-35	-$1.0K	$32
18	PEOPLES FINANCIAL SERVICES CORP. trimmed	Shares	-425	-$2.8K	$114.3K

Filing Research | NWFL - NORWOOD FINANCIAL CORP Institutional Holdings