Filing Research | PNBK - PATRIOT NATL BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	434.7KSH	$416.3K
2	Rinkey Investments	Shares	121.8KSH	$116.7K
3	Westmount Partners, LLC	Shares	100.0KSH	$95.8K
4	Falcon Wealth Planning	Shares	85.0KSH	$81.4K
5	Allied Private Wealth LLC	Shares	990SH	$1.1K
6	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.0KSH	$958
7	EverSource Wealth Advisors, LLC	Shares	338SH	$324
8	SBI Securities Co., Ltd.	Shares	256SH	$245
9	Farther Finance Advisors, LLC	Shares	100SH	$95
10	True Wealth Design, LLC	Shares	99SH	$95
11	Fortitude Family Office, LLC	Shares	71SH	$68
12	IFP Advisors, Inc	Shares	12SH	$11
13	SJS Investment Consulting Inc.	Shares	11SH	$11

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

15 / 15 loaded

#		Instrument
1	EverSource Wealth Advisors, LLC added	Shares	+326	+$309	$324
2	Farther Finance Advisors, LLC added	Shares	+99	+$94	$95
3	True Wealth Design, LLC added	Shares	+95	+$89	$95
4	Fortitude Family Office, LLC new	Shares	+71	+$68	$68
5	SJS Investment Consulting Inc. new	Shares	+11	+$11	$11
6	IFP Advisors, Inc added	Shares	+8	+$6	$11
7	SBI Securities Co., Ltd. unchanged	Shares	0	-$85	$245
8	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$332	$958
9	Falcon Wealth Planning unchanged	Shares	0	-$28.3K	$81.4K
10	Police & Firemen's Retirement System of New Jersey exited	Shares	-24.8K	-$32.0K	$0
11	Westmount Partners, LLC unchanged	Shares	0	-$33.3K	$95.8K
12	Rinkey Investments unchanged	Shares	0	-$40.5K	$116.7K
13	Avior Wealth Management, LLC exited	Shares	-100.0K	-$129.0K	$0
14	Composition Wealth, LLC unchanged	Shares	0	-$144.6K	$416.3K
15	Curated Wealth Partners LLC exited	Shares	-827.3K	-$1.1M	$0

Filing Research | PNBK - PATRIOT NATL BANCORP INC Institutional Holdings