Filing Research | SFBC - SOUND FINL BANCORP INC COM Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	GAMMA Investing LLC	Shares	24SH	$1.0K
2	Physician Wealth Advisors, Inc.	Shares	12SH	$518
3	Bogart Wealth, LLC	Shares	12SH	$517

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

5 / 5 loaded

#		Instrument
1	GAMMA Investing LLC added	Shares	+17	+$729	$1.0K
2	Physician Wealth Advisors, Inc. new	Shares	+12	+$518	$518
3	Bogart Wealth, LLC new	Shares	+12	+$517	$517
4	Farther Finance Advisors, LLC exited	Shares	-8	-$335	$0
5	Police & Firemen's Retirement System of New Jersey exited	Shares	-738	-$32.3K	$0

Filing Research | SFBC - SOUND FINL BANCORP INC COM Institutional Holdings