Filing Research | PLBC - Plumas Bancorp Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	ALBERT D MASON INC	Shares	45.0KSH	$2.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.5KSH	$842.7K
3	COURIER CAPITAL LLC	Shares	10.0KSH	$584.4K
4	My Personal CFO, LLC	Shares	4.2KSH	$247.4K
5	Sequoia Financial Advisors, LLC	Shares	3.9KSH	$225.5K
6	Police & Firemen's Retirement System of New Jersey	Shares	1.9KSH	$108.5K
7	Blue Trust, Inc.	Shares	833SH	$48.7K
8	GAMMA Investing LLC	Shares	128SH	$7.5K
9	IFP Advisors, Inc	Shares	52SH	$3.0K
10	EverSource Wealth Advisors, LLC	Shares	31SH	$1.8K
11	Farther Finance Advisors, LLC	Shares	19SH	$1.1K
12	MassMutual Private Wealth & Trust, FSB	Shares	11SH	$643
13	True Wealth Design, LLC	Shares	5SH	$293
14	Fortitude Family Office, LLC	Shares	2SH	$117
15	SJS Investment Consulting Inc.	Shares	2SH	$117
16	State of Alaska, Department of Revenue	Shares	258SH	$15

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

17 / 17 loaded

#		Instrument
1	ALBERT D MASON INC added	Shares	+190	+$442.0K	$2.6M
2	Sequoia Financial Advisors, LLC new	Shares	+3.9K	+$225.5K	$225.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+826	+$168.6K	$842.7K
4	COURIER CAPITAL LLC unchanged	Shares	0	+$96.2K	$584.4K
5	My Personal CFO, LLC unchanged	Shares	0	+$41.2K	$247.4K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$17.9K	$108.5K
7	Blue Trust, Inc. added	Shares	+5	+$8.3K	$48.7K
8	GAMMA Investing LLC added	Shares	+23	+$2.4K	$7.5K
9	IFP Advisors, Inc added	Shares	+25	+$1.7K	$3.0K
10	EverSource Wealth Advisors, LLC added	Shares	+11	+$834	$1.8K
11	Farther Finance Advisors, LLC added	Shares	+12	+$764	$1.1K
12	Fortitude Family Office, LLC new	Shares	+2	+$117	$117
13	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$106	$643
14	SJS Investment Consulting Inc. added	Shares	+1	+$68	$117
15	True Wealth Design, LLC unchanged	Shares	0	+$48	$293
16	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$15
17	Scarborough Advisors, LLC exited	Shares	-30	-$1.5K	$0

Filing Research | PLBC - Plumas Bancorp Institutional Holdings