Filing Research | SHBI - SHORE BANCSHARES INC Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	SALZHAUER MICHAEL	Shares	72.4KSH	$1.7M
2	Hoxton Planning & Management, LLC	Shares	66.6KSH	$1.5M
3	Sequoia Financial Advisors, LLC	Shares	18.2KSH	$417.6K
4	ANCHYRA PARTNERS LLC	Shares	16.3KSH	$374.3K
5	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	14.0KSH	$321.9K
6	Commonwealth Financial Services, LLC	Shares	13.8KSH	$317.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.2KSH	$299.7K
8	CHAPIN DAVIS, INC.	Shares	9.8KSH	$224.3K
9	BARLOW WEALTH PARTNERS, LLC	Shares	9.7KSH	$215.4K
10	Park Capital Management, LLC / WI	Shares	9.2KSH	$212.2K
11	Police & Firemen's Retirement System of New Jersey	Shares	8.6KSH	$197.9K
12	IFP Advisors, Inc	Shares	6.1KSH	$140.4K
13	Farther Finance Advisors, LLC	Shares	4.1KSH	$94.8K
14	GAMMA Investing LLC	Shares	2.9KSH	$67.6K
15	FINANCIAL CONSULATE, INC	Shares	1.5KSH	$35.1K
16	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$28.2K
17	Founders Capital Management	Shares	1.0KSH	$22.9K
18	Versant Capital Management, Inc	Shares	466SH	$10.7K
19	LifeSteps Financial, Inc.	Shares	459SH	$10.5K
20	SIGNATUREFD, LLC	Shares	390SH	$9.0K
21	TOTH FINANCIAL ADVISORY CORP	Shares	300SH	$6.9K
22	MassMutual Private Wealth & Trust, FSB	Shares	57SH	$1.3K
23	True Wealth Design, LLC	Shares	56SH	$1.3K
24	Physician Wealth Advisors, Inc.	Shares	20SH	$459
25	CoreCap Advisors, LLC	Shares	8SH	$184
26	SJS Investment Consulting Inc.	Shares	6SH	$138
27	State of Alaska, Department of Revenue	Shares	4.1KSH	$94
28	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$46
29	Capital Advisors, Ltd. LLC	Shares	25SH	$1

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

31 / 31 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+18.2K	+$417.6K	$417.6K
2	SALZHAUER MICHAEL unchanged	Shares	0	+$309.0K	$1.7M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+13.2K	+$299.7K	$299.7K
4	Hoxton Planning & Management, LLC unchanged	Shares	0	+$284.5K	$1.5M
5	CHAPIN DAVIS, INC. new	Shares	+9.8K	+$224.3K	$224.3K
6	BARLOW WEALTH PARTNERS, LLC new	Shares	+9.7K	+$215.4K	$215.4K
7	Park Capital Management, LLC / WI new	Shares	+9.2K	+$212.2K	$212.2K
8	ANCHYRA PARTNERS LLC added	Shares	+2.8K	+$121.4K	$374.3K
9	IFP Advisors, Inc added	Shares	+2.1K	+$64.7K	$140.4K
10	Commonwealth Financial Services, LLC added	Shares	+239	+$63.5K	$317.5K
11	SMITHBRIDGE ASSET MANAGEMENT INC/DE unchanged	Shares	0	+$59.9K	$321.9K
12	Farther Finance Advisors, LLC added	Shares	+1.5K	+$44.6K	$94.8K
13	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$36.8K	$197.9K
14	GAMMA Investing LLC added	Shares	+219	+$16.7K	$67.6K
15	LifeSteps Financial, Inc. new	Shares	+459	+$10.5K	$10.5K
16	FINANCIAL CONSULATE, INC trimmed	Shares	-100	+$4.7K	$35.1K
17	Founders Capital Management unchanged	Shares	0	+$4.3K	$22.9K
18	SIGNATUREFD, LLC added	Shares	+66	+$2.9K	$9.0K
19	Versant Capital Management, Inc unchanged	Shares	0	+$2.0K	$10.7K
20	MassMutual Private Wealth & Trust, FSB new	Shares	+57	+$1.3K	$1.3K
21	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$1.3K	$6.9K
22	True Wealth Design, LLC unchanged	Shares	0	+$239	$1.3K
23	SJS Investment Consulting Inc. added	Shares	+4	+$100	$138
24	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$46	$46
25	CoreCap Advisors, LLC unchanged	Shares	0	+$35	$184
26	State of Alaska, Department of Revenue unchanged	Shares	0	+$17	$94
27	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$1
28	Physician Wealth Advisors, Inc. trimmed	Shares	-38	-$625	$459
29	EASTERN BANK exited	Shares	-608	-$11.4K	$0
30	EverSource Wealth Advisors, LLC trimmed	Shares	-990	-$13.2K	$28.2K
31	Y-Intercept (Hong Kong) Ltd exited	Shares	-16.4K	-$305.8K	$0