Filing Research | RGCO - RGC RES INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Prospera Financial Services Inc	Shares	189.9KSH	$4.5M
2	TCV Trust & Wealth Management, Inc.	Shares	49.3KSH	$1.2M
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	27.4KSH	$655.2K
4	HENNESSY ADVISORS INC	Shares	13.8KSH	$328.7K
5	D.A. DAVIDSON & CO.	Shares	9.1KSH	$218.1K
6	Police & Firemen's Retirement System of New Jersey	Shares	2.8KSH	$65.7K
7	GAMMA Investing LLC	Shares	475SH	$11.4K
8	FIRST HORIZON CORP	Shares	327SH	$7.8K
9	SALEM INVESTMENT COUNSELORS INC	Shares	191SH	$4.6K
10	SBI Securities Co., Ltd.	Shares	50SH	$1.2K
11	EverSource Wealth Advisors, LLC	Shares	36SH	$860
12	Fruth Investment Management	Shares	13.8KSH	$329
13	IFP Advisors, Inc	Shares	12SH	$287
14	Farther Finance Advisors, LLC	Shares	8SH	$191
15	True Wealth Design, LLC	Shares	3SH	$72
16	Fortitude Family Office, LLC	Shares	1SH	$24

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

16 / 16 loaded

#		Instrument
1	Prospera Financial Services Inc trimmed	Shares	-3.1K	+$283.8K	$4.5M
2	TCV Trust & Wealth Management, Inc. unchanged	Shares	0	+$91.1K	$1.2M
3	HENNESSY ADVISORS INC added	Shares	+800	+$43.1K	$328.7K
4	D.A. DAVIDSON & CO. unchanged	Shares	0	+$16.9K	$218.1K
5	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-1.8K	+$11.2K	$655.2K
6	FIRST HORIZON CORP new	Shares	+327	+$7.8K	$7.8K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$5.1K	$65.7K
8	GAMMA Investing LLC added	Shares	+43	+$1.8K	$11.4K
9	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$353	$4.6K
10	IFP Advisors, Inc added	Shares	+8	+$199	$287
11	Farther Finance Advisors, LLC new	Shares	+8	+$191	$191
12	EverSource Wealth Advisors, LLC added	Shares	+4	+$155	$860
13	SBI Securities Co., Ltd. trimmed	Shares	-1	+$70	$1.2K
14	Fruth Investment Management unchanged	Shares	0	+$25	$329
15	Fortitude Family Office, LLC new	Shares	+1	+$24	$24
16	True Wealth Design, LLC trimmed	Shares	-1	-$17	$72

Filing Research | RGCO - RGC RES INC Institutional Holdings