Filing Research | SBC - SBC Medical Group Holdings Inc Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	SBI Securities Co., Ltd.	Shares	49.4KSH	$152.3K
2	Central Pacific Bank - Trust Division	Shares	24.0KSH	$73.9K
3	Williams & Novak, LLC	Shares	18.7KSH	$57.6K
4	Abel Hall, LLC	Shares	10.6KSH	$32.7K
5	EverSource Wealth Advisors, LLC	Shares	51SH	$156
6	Farther Finance Advisors, LLC	Shares	8SH	$25
7	SJS Investment Consulting Inc.	Shares	5SH	$16
8	True Wealth Design, LLC	Shares	4SH	$13
9	IFP Advisors, Inc	Shares	2SH	$6

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

10 / 10 loaded

#		Instrument
1	Central Pacific Bank - Trust Division new	Shares	+24.0K	+$73.9K	$73.9K
2	Abel Hall, LLC new	Shares	+10.6K	+$32.7K	$32.7K
3	EverSource Wealth Advisors, LLC added	Shares	+44	+$127	$156
4	Farther Finance Advisors, LLC added	Shares	+6	+$16	$25
5	SJS Investment Consulting Inc. new	Shares	+5	+$16	$16
6	True Wealth Design, LLC new	Shares	+4	+$13	$13
7	IFP Advisors, Inc added	Shares	+1	+$2	$6
8	GAMMA Investing LLC exited	Shares	-387	-$1.6K	$0
9	Williams & Novak, LLC added	Shares	+4.4K	-$5.1K	$57.6K
10	SBI Securities Co., Ltd. added	Shares	+4.4K	-$36.2K	$152.3K

Filing Research | SBC - SBC Medical Group Holdings Inc Institutional Holdings