Filing Research | SFST - SOUTHERN FIRST BANCSHARES Institutional Holdings

Snapshot holdings

24 / 24 loaded

#		Instrument	quantity
1	Abacus Planning Group, Inc.	Shares	29.2KSH	$1.8M
2	SHEETS SMITH WEALTH MANAGEMENT	Shares	19.6KSH	$1.2M
3	Assenagon Asset Management S.A.	Shares	12.9KSH	$791.2K
4	GODSEY & GIBB, INC	Shares	11.1KSH	$675.8K
5	Foster Victor Wealth Advisors, LLC	Shares	10.0KSH	$613.6K
6	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	7.7KSH	$468.9K
7	Wagner Wealth Management, LLC	Shares	6.8KSH	$416.0K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.6KSH	$340.7K
9	SeaCrest Wealth Management, LLC	Shares	3.8KSH	$232.2K
10	Police & Firemen's Retirement System of New Jersey	Shares	3.0KSH	$182.1K
11	SIGNATUREFD, LLC	Shares	1.9KSH	$117.7K
12	Blue Trust, Inc.	Shares	438SH	$26.8K
13	Versant Capital Management, Inc	Shares	262SH	$16.0K
14	GAMMA Investing LLC	Shares	179SH	$10.9K
15	EverSource Wealth Advisors, LLC	Shares	103SH	$6.3K
16	IFP Advisors, Inc	Shares	55SH	$3.4K
17	Farther Finance Advisors, LLC	Shares	19SH	$1.2K
18	Torren Management, LLC	Shares	13SH	$794
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	11SH	$687
20	True Wealth Design, LLC	Shares	8SH	$489
21	SENTINEL TRUST CO LBA	Shares	4.4KSH	$268
22	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$183
23	SJS Investment Consulting Inc.	Shares	2SH	$123
24	State of Alaska, Department of Revenue	Shares	337SH	$20

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

24 / 24 loaded

#		Instrument
1	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+435	+$153.3K	$1.2M
2	Abacus Planning Group, Inc. trimmed	Shares	-1.1K	+$131.1K	$1.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.7K	+$122.6K	$340.7K
4	GODSEY & GIBB, INC unchanged	Shares	0	+$73.0K	$675.8K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+748	+$60.4K	$182.1K
6	Foster Victor Wealth Advisors, LLC added	Shares	+539	+$57.3K	$613.6K
7	COLTON GROOME FINANCIAL ADVISORS, LLC unchanged	Shares	0	+$50.7K	$468.9K
8	Wagner Wealth Management, LLC trimmed	Shares	-475	+$19.1K	$416.0K
9	SIGNATUREFD, LLC unchanged	Shares	0	+$12.7K	$117.7K
10	Blue Trust, Inc. unchanged	Shares	0	+$2.9K	$26.8K
11	IFP Advisors, Inc added	Shares	+38	+$2.4K	$3.4K
12	Versant Capital Management, Inc unchanged	Shares	0	+$1.7K	$16.0K
13	EverSource Wealth Advisors, LLC added	Shares	+6	+$1.0K	$6.3K
14	Farther Finance Advisors, LLC added	Shares	+10	+$665	$1.2K
15	GAMMA Investing LLC trimmed	Shares	-10	+$636	$10.9K
16	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$183	$183
17	SJS Investment Consulting Inc. new	Shares	+2	+$123	$123
18	Torren Management, LLC unchanged	Shares	0	+$85	$794
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$83	$687
20	SENTINEL TRUST CO LBA unchanged	Shares	0	+$29	$268
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$20
22	True Wealth Design, LLC trimmed	Shares	-3	-$111	$489
23	SeaCrest Wealth Management, LLC trimmed	Shares	-4.2K	-$203.1K	$232.2K
24	Assenagon Asset Management S.A. trimmed	Shares	-11.5K	-$543.7K	$791.2K