Filing Research | ORRF - ORRSTOWN FINL SVCS INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	31.1KSH	$1.3M
2	Brookwood Investment Group LLC	Shares	19.6KSH	$800.6K
3	Mirae Asset Global Investments Co., Ltd.	Shares	16.4KSH	$670.4K
4	SALZHAUER MICHAEL	Shares	13.7KSH	$560.8K
5	Johnson & White Wealth Management, LLC	Shares	10.3KSH	$422.2K
6	Sequoia Financial Advisors, LLC	Shares	9.7KSH	$396.3K
7	apricus wealth, LLC	Shares	6.4KSH	$261.1K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.7KSH	$227.8K
9	Police & Firemen's Retirement System of New Jersey	Shares	5.1KSH	$210.2K
10	Arlington Trust Co LLC	Shares	4.5KSH	$182.0K
11	VSM Wealth Advisory, LLC	Shares	1.3KSH	$52.6K
12	Versant Capital Management, Inc	Shares	1.1KSH	$43.3K
13	FINANCIAL CONSULATE, INC	Shares	1.1KSH	$42.9K
14	GAMMA Investing LLC	Shares	402SH	$16.4K
15	IFP Advisors, Inc	Shares	328SH	$13.4K
16	Farther Finance Advisors, LLC	Shares	128SH	$5.2K
17	True Wealth Design, LLC	Shares	39SH	$1.6K
18	EverSource Wealth Advisors, LLC	Shares	33SH	$1.3K
19	Physician Wealth Advisors, Inc.	Shares	9SH	$368
20	Farmers & Merchants Trust Co of Chambersburg PA	Shares	5.5KSH	$226
21	SJS Investment Consulting Inc.	Shares	3SH	$123
22	State of Alaska, Department of Revenue	Shares	779SH	$31

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

24 / 24 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+9.7K	+$396.3K	$396.3K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+5.7K	+$227.8K	$227.8K
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.8K	+$177.8K	$670.4K
4	Brookwood Investment Group LLC unchanged	Shares	0	+$93.1K	$800.6K
5	SALZHAUER MICHAEL unchanged	Shares	0	+$65.2K	$560.8K
6	Johnson & White Wealth Management, LLC added	Shares	+440	+$65.0K	$422.2K
7	apricus wealth, LLC unchanged	Shares	0	+$30.4K	$261.1K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$24.5K	$210.2K
9	Arlington Trust Co LLC unchanged	Shares	0	+$21.2K	$182.0K
10	Versant Capital Management, Inc added	Shares	+223	+$13.1K	$43.3K
11	IFP Advisors, Inc added	Shares	+278	+$11.6K	$13.4K
12	VSM Wealth Advisory, LLC unchanged	Shares	0	+$6.1K	$52.6K
13	Farther Finance Advisors, LLC added	Shares	+123	+$5.0K	$5.2K
14	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$5.0K	$42.9K
15	GAMMA Investing LLC added	Shares	+64	+$4.2K	$16.4K
16	Physician Wealth Advisors, Inc. new	Shares	+9	+$368	$368
17	True Wealth Design, LLC added	Shares	+5	+$366	$1.6K
18	SJS Investment Consulting Inc. new	Shares	+3	+$123	$123
19	Farmers & Merchants Trust Co of Chambersburg PA added	Shares	+877	+$58	$226
20	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$31
21	EverSource Wealth Advisors, LLC trimmed	Shares	-180	-$6.3K	$1.3K
22	Rodgers & Associates, LTD exited	Shares	-9.6K	-$345.3K	$0
23	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-22.8K	-$673.4K	$1.3M
24	Assenagon Asset Management S.A. exited	Shares	-297.8K	-$10.7M	$0