Filing Research | RELL - RICHARDSON ELECTRS LTD Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	PARTHENON LLC	Shares	98.3KSH	$1.9M
2	ARS Investment Partners, LLC	Shares	36.8KSH	$699.6K
3	Apollon Wealth Management, LLC	Shares	14.1KSH	$268.7K
4	Insight Wealth Strategies, LLC	Shares	10.0KSH	$187.7K
5	Founders Capital Management	Shares	6.5KSH	$123.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	5.0KSH	$95.3K
7	High Note Wealth, LLC	Shares	550SH	$10.5K
8	GAMMA Investing LLC	Shares	158SH	$3.0K
9	SBI Securities Co., Ltd.	Shares	12SH	$228
10	Farther Finance Advisors, LLC	Shares	8SH	$152
11	EverSource Wealth Advisors, LLC	Shares	7SH	$133
12	IFP Advisors, Inc	Shares	3SH	$57
13	SJS Investment Consulting Inc.	Shares	1SH	$20

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

13 / 13 loaded

#		Instrument
1	PARTHENON LLC trimmed	Shares	-36.0K	+$398.2K	$1.9M
2	Apollon Wealth Management, LLC new	Shares	+14.1K	+$268.7K	$268.7K
3	ARS Investment Partners, LLC trimmed	Shares	-8.4K	+$205.1K	$699.6K
4	Insight Wealth Strategies, LLC unchanged	Shares	0	+$78.2K	$187.7K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$68.3K	$95.3K
6	Founders Capital Management unchanged	Shares	0	+$52.4K	$123.6K
7	High Note Wealth, LLC unchanged	Shares	0	+$4.4K	$10.5K
8	GAMMA Investing LLC unchanged	Shares	0	+$1.3K	$3.0K
9	SBI Securities Co., Ltd. added	Shares	+1	+$108	$228
10	EverSource Wealth Advisors, LLC trimmed	Shares	-2	+$34	$133
11	IFP Advisors, Inc unchanged	Shares	0	+$24	$57
12	SJS Investment Consulting Inc. unchanged	Shares	0	+$9	$20
13	Farther Finance Advisors, LLC trimmed	Shares	-396	-$4.3K	$152

Filing Research | RELL - RICHARDSON ELECTRS LTD Institutional Holdings