Filing Research | RVSB - RIVERVIEW BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Baker Ellis Asset Management LLC	Shares	41.0KSH	$222.6K
2	Johnson Bixby & Associates, LLC	Shares	23.5KSH	$127.8K
3	EverSource Wealth Advisors, LLC	Shares	364SH	$2.0K
4	GAMMA Investing LLC	Shares	165SH	$896
5	IFP Advisors, Inc	Shares	83SH	$451
6	Farther Finance Advisors, LLC	Shares	79SH	$427
7	True Wealth Design, LLC	Shares	58SH	$315
8	Bogart Wealth, LLC	Shares	27SH	$147
9	SJS Investment Consulting Inc.	Shares	7SH	$39
10	Wealth Enhancement Trust Services, Inc.	Shares	6SH	$33
11	Capital Advisors, Ltd. LLC	Shares	150SH	$1

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

12 / 12 loaded

#		Instrument
1	EverSource Wealth Advisors, LLC added	Shares	+194	+$1.0K	$2.0K
2	GAMMA Investing LLC added	Shares	+92	+$494	$896
3	IFP Advisors, Inc added	Shares	+72	+$391	$451
4	Farther Finance Advisors, LLC added	Shares	+27	+$143	$427
5	True Wealth Design, LLC added	Shares	+17	+$89	$315
6	Wealth Enhancement Trust Services, Inc. new	Shares	+6	+$33	$33
7	SJS Investment Consulting Inc. added	Shares	+2	+$11	$39
8	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
9	Bogart Wealth, LLC unchanged	Shares	0	-$2	$147
10	Johnson Bixby & Associates, LLC unchanged	Shares	0	-$1.6K	$127.8K
11	Baker Ellis Asset Management LLC unchanged	Shares	0	-$2.9K	$222.6K
12	Police & Firemen's Retirement System of New Jersey exited	Shares	-5.1K	-$28.2K	$0

Filing Research | RVSB - RIVERVIEW BANCORP INC Institutional Holdings