Filing Research | PKBK - PARKE BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	12.1KSH	$402.0K
2	Sequoia Financial Advisors, LLC	Shares	6.7KSH	$221.4K
3	Police & Firemen's Retirement System of New Jersey	Shares	3.5KSH	$115.4K
4	Byrne Asset Management LLC	Shares	3.2KSH	$106.1K
5	JFS WEALTH ADVISORS, LLC	Shares	1.2KSH	$40.9K
6	GAMMA Investing LLC	Shares	228SH	$7.6K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	122SH	$4.1K
8	EverSource Wealth Advisors, LLC	Shares	103SH	$3.4K
9	IFP Advisors, Inc	Shares	42SH	$1.4K
10	SIGNATUREFD, LLC	Shares	35SH	$1.2K
11	Farther Finance Advisors, LLC	Shares	30SH	$995
12	Physician Wealth Advisors, Inc.	Shares	16SH	$531
13	True Wealth Design, LLC	Shares	10SH	$332
14	SJS Investment Consulting Inc.	Shares	7SH	$233
15	Fortitude Family Office, LLC	Shares	7SH	$232
16	Wealth Enhancement Trust Services, Inc.	Shares	6SH	$199

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

17 / 17 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+12.1K	+$402.0K	$402.0K
2	Sequoia Financial Advisors, LLC new	Shares	+6.7K	+$221.4K	$221.4K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$55.4K	$115.4K
4	Byrne Asset Management LLC added	Shares	+400	+$26.6K	$106.1K
5	JFS WEALTH ADVISORS, LLC added	Shares	+8	+$6.1K	$40.9K
6	GAMMA Investing LLC added	Shares	+76	+$3.2K	$7.6K
7	SIGNATUREFD, LLC new	Shares	+35	+$1.2K	$1.2K
8	EverSource Wealth Advisors, LLC added	Shares	+16	+$945	$3.4K
9	IFP Advisors, Inc added	Shares	+16	+$655	$1.4K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$652	$4.1K
11	Physician Wealth Advisors, Inc. new	Shares	+16	+$531	$531
12	Fortitude Family Office, LLC new	Shares	+7	+$232	$232
13	Wealth Enhancement Trust Services, Inc. new	Shares	+6	+$199	$199
14	SJS Investment Consulting Inc. added	Shares	+3	+$119	$233
15	True Wealth Design, LLC unchanged	Shares	0	+$48	$332
16	Scarborough Advisors, LLC exited	Shares	-33	-$944	$0
17	Farther Finance Advisors, LLC trimmed	Shares	-368	-$10.4K	$995

Filing Research | PKBK - PARKE BANCORP INC Institutional Holdings