Filing Research | SAMG - SILVERCREST ASSET MGMT GROUP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	HM PAYSON & CO	Shares	4.6KSH	$46.5K
2	Police & Firemen's Retirement System of New Jersey	Shares	2.1KSH	$21.7K
3	Spire Wealth Management	Shares	211SH	$2.1K
4	Piscataqua Savings Bank	Shares	125SH	$1.3K
5	SBI Securities Co., Ltd.	Shares	115SH	$1.2K
6	EverSource Wealth Advisors, LLC	Shares	48SH	$486
7	Bogart Wealth, LLC	Shares	47SH	$475
8	APPLETON PARTNERS INC/MA	Shares	31.6KSH	$320
9	GAMMA Investing LLC	Shares	31SH	$313
10	IFP Advisors, Inc	Shares	24SH	$243
11	Farther Finance Advisors, LLC	Shares	16SH	$163
12	Fortitude Family Office, LLC	Shares	7SH	$71
13	SJS Investment Consulting Inc.	Shares	1SH	$11
14	True Wealth Design, LLC	Shares	1SH	$11

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

15 / 15 loaded

#		Instrument
1	SBI Securities Co., Ltd. added	Shares	+85	+$760	$1.2K
2	Bogart Wealth, LLC new	Shares	+47	+$475	$475
3	GAMMA Investing LLC new	Shares	+31	+$313	$313
4	IFP Advisors, Inc added	Shares	+13	+$95	$243
5	Fortitude Family Office, LLC new	Shares	+7	+$71	$71
6	SJS Investment Consulting Inc. new	Shares	+1	+$11	$11
7	True Wealth Design, LLC trimmed	Shares	-1	-$16	$11
8	APPLETON PARTNERS INC/MA unchanged	Shares	0	-$105	$320
9	EverSource Wealth Advisors, LLC added	Shares	+4	-$106	$486
10	Piscataqua Savings Bank unchanged	Shares	0	-$417	$1.3K
11	Scarborough Advisors, LLC exited	Shares	-45	-$599	$0
12	Spire Wealth Management unchanged	Shares	0	-$702	$2.1K
13	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$7.2K	$21.7K
14	Farther Finance Advisors, LLC trimmed	Shares	-615	-$8.3K	$163
15	HM PAYSON & CO trimmed	Shares	-2.0K	-$42.2K	$46.5K

Filing Research | SAMG - SILVERCREST ASSET MGMT GROUP Institutional Holdings