Filing Research | SNFCA - SECURITY NATL FINL CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Physician Wealth Advisors, Inc.	Shares	52.4KSH	$507.5K
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	39.3KSH	$380.7K
3	Farther Finance Advisors, LLC	Shares	6.4KSH	$62.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	3.1KSH	$30.5K
5	GAMMA Investing LLC	Shares	270SH	$2.6K
6	IFP Advisors, Inc	Shares	178SH	$1.7K
7	EverSource Wealth Advisors, LLC	Shares	107SH	$1.0K
8	True Wealth Design, LLC	Shares	18SH	$175
9	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$19
10	SBI Securities Co., Ltd.	Shares	1SH	$10
11	SJS Investment Consulting Inc.	Shares	1SH	$10

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

11 / 11 loaded

#		Instrument
1	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$11.0K	$507.5K
2	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$8.3K	$380.7K
3	Farther Finance Advisors, LLC added	Shares	+15	+$1.6K	$62.0K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$660	$30.5K
5	IFP Advisors, Inc added	Shares	+34	+$360	$1.7K
6	EverSource Wealth Advisors, LLC added	Shares	+20	+$212	$1.0K
7	True Wealth Design, LLC added	Shares	+13	+$127	$175
8	GAMMA Investing LLC unchanged	Shares	0	+$56	$2.6K
9	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$19	$19
10	SJS Investment Consulting Inc. new	Shares	+1	+$10	$10
11	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$10

Filing Research | SNFCA - SECURITY NATL FINL CORP Institutional Holdings