Filing Research | PAL - Proficient Auto Logistics Inc Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	110.5KSH	$752.7K
2	Police & Firemen's Retirement System of New Jersey	Shares	7.6KSH	$51.7K
3	EverSource Wealth Advisors, LLC	Shares	407SH	$2.8K
4	IFP Advisors, Inc	Shares	275SH	$1.9K
5	True Wealth Design, LLC	Shares	173SH	$1.2K
6	GAMMA Investing LLC	Shares	153SH	$1.0K
7	Fortitude Family Office, LLC	Shares	82SH	$558
8	Farther Finance Advisors, LLC	Shares	44SH	$301
9	Wealth Enhancement Trust Services, Inc.	Shares	37SH	$252
10	SJS Investment Consulting Inc.	Shares	31SH	$212
11	SBI Securities Co., Ltd.	Shares	5SH	$34

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

11 / 11 loaded

#		Instrument
1	IFP Advisors, Inc added	Shares	+187	+$1.3K	$1.9K
2	True Wealth Design, LLC added	Shares	+71	+$487	$1.2K
3	Wealth Enhancement Trust Services, Inc. new	Shares	+37	+$252	$252
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$228	$51.7K
5	Farther Finance Advisors, LLC unchanged	Shares	0	+$8	$301
6	Fortitude Family Office, LLC unchanged	Shares	0	+$2	$558
7	SBI Securities Co., Ltd. unchanged	Shares	0	$0	$34
8	SJS Investment Consulting Inc. trimmed	Shares	-1	-$5	$212
9	EverSource Wealth Advisors, LLC trimmed	Shares	-24	-$150	$2.8K
10	GAMMA Investing LLC trimmed	Shares	-165	-$1.1K	$1.0K
11	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-6.2K	-$38.6K	$752.7K

Filing Research | PAL - Proficient Auto Logistics Inc Institutional Holdings