Filing Research | PEBK - PEOPLES BANCORP N C INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	FLYWHEEL PRIVATE WEALTH LLC	Shares	7.8KSH	$335.7K
2	SALEM INVESTMENT COUNSELORS INC	Shares	1.6KSH	$71.1K
3	Police & Firemen's Retirement System of New Jersey	Shares	996SH	$42.9K
4	Blue Trust, Inc.	Shares	157SH	$6.8K
5	Farther Finance Advisors, LLC	Shares	80SH	$3.4K
6	IFP Advisors, Inc	Shares	39SH	$1.7K
7	GAMMA Investing LLC	Shares	30SH	$1.3K
8	EverSource Wealth Advisors, LLC	Shares	17SH	$732
9	SJS Investment Consulting Inc.	Shares	1SH	$44
10	Fortitude Family Office, LLC	Shares	1SH	$43

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

11 / 11 loaded

#		Instrument
1	FLYWHEEL PRIVATE WEALTH LLC unchanged	Shares	0	+$30.6K	$335.7K
2	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$6.5K	$71.1K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$3.9K	$42.9K
4	IFP Advisors, Inc added	Shares	+38	+$1.6K	$1.7K
5	Blue Trust, Inc. unchanged	Shares	0	+$617	$6.8K
6	EverSource Wealth Advisors, LLC added	Shares	+7	+$341	$732
7	GAMMA Investing LLC unchanged	Shares	0	+$118	$1.3K
8	SJS Investment Consulting Inc. new	Shares	+1	+$44	$44
9	Fortitude Family Office, LLC new	Shares	+1	+$43	$43
10	True Wealth Design, LLC exited	Shares	-1	-$40	$0
11	Farther Finance Advisors, LLC trimmed	Shares	-93	-$3.4K	$3.4K

Filing Research | PEBK - PEOPLES BANCORP N C INC Institutional Holdings