Filing Research | RMBI - RICHMOND MUT BANCORPORATION Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	43.0KSH	$682.9K
2	VISTA INVESTMENT PARTNERS II, LLC	Shares	40.1KSH	$636.8K
3	SeaCrest Wealth Management, LLC	Shares	25.9KSH	$410.5K
4	First Financial Bank - Trust Division	Shares	24.9KSH	$394.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	2.1KSH	$33.8K
6	GAMMA Investing LLC	Shares	282SH	$4.5K
7	IFP Advisors, Inc	Shares	67SH	$1.1K
8	EverSource Wealth Advisors, LLC	Shares	49SH	$778
9	Farther Finance Advisors, LLC	Shares	16SH	$255
10	True Wealth Design, LLC	Shares	10SH	$159
11	SJS Investment Consulting Inc.	Shares	3SH	$48
12	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$48
13	Capital Advisors, Ltd. LLC	Shares	1.2KSH	$19

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

13 / 13 loaded

#		Instrument
1	VISTA INVESTMENT PARTNERS II, LLC added	Shares	+5.3K	+$164.9K	$636.8K
2	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT unchanged	Shares	0	+$99.3K	$682.9K
3	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$59.7K	$410.5K
4	First Financial Bank - Trust Division unchanged	Shares	0	+$57.4K	$394.8K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.9K	$33.8K
6	GAMMA Investing LLC added	Shares	+117	+$2.2K	$4.5K
7	IFP Advisors, Inc added	Shares	+48	+$806	$1.1K
8	EverSource Wealth Advisors, LLC added	Shares	+42	+$682	$778
9	Farther Finance Advisors, LLC new	Shares	+16	+$255	$255
10	True Wealth Design, LLC new	Shares	+10	+$159	$159
11	SJS Investment Consulting Inc. new	Shares	+3	+$48	$48
12	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$48	$48
13	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$3	$19

Filing Research | RMBI - RICHMOND MUT BANCORPORATION Institutional Holdings