Filing Research | VABK - VIRGINIA NATL BK CHRLOTSVLE Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Meridian Financial Partners LLC	Shares	127.2KSH	$5.8M
2	SALZHAUER MICHAEL	Shares	45.7KSH	$2.0M
3	Farther Finance Advisors, LLC	Shares	45.5KSH	$2.0M
4	GRACE & WHITE INC /NY	Shares	34.3KSH	$1.5M
5	Police & Firemen's Retirement System of New Jersey	Shares	1.8KSH	$80.4K
6	Blue Trust, Inc.	Shares	337SH	$15.0K
7	GAMMA Investing LLC	Shares	200SH	$8.9K
8	TOTH FINANCIAL ADVISORY CORP	Shares	168SH	$7.5K
9	Spire Wealth Management	Shares	92SH	$4.1K
10	EverSource Wealth Advisors, LLC	Shares	29SH	$1.3K
11	IFP Advisors, Inc	Shares	23SH	$1.0K
12	True Wealth Design, LLC	Shares	7SH	$311
13	SJS Investment Consulting Inc.	Shares	1SH	$45

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

13 / 13 loaded

#		Instrument
1	Meridian Financial Partners LLC trimmed	Shares	-10.5K	+$490.9K	$5.8M
2	SALZHAUER MICHAEL unchanged	Shares	0	+$282.3K	$2.0M
3	Farther Finance Advisors, LLC added	Shares	+6	+$263.0K	$2.0M
4	GRACE & WHITE INC /NY unchanged	Shares	0	+$211.8K	$1.5M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+991	+$49.1K	$80.4K
6	Blue Trust, Inc. unchanged	Shares	0	+$2.1K	$15.0K
7	GAMMA Investing LLC added	Shares	+3	+$1.4K	$8.9K
8	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$1.0K	$7.5K
9	Spire Wealth Management unchanged	Shares	0	+$570	$4.1K
10	IFP Advisors, Inc added	Shares	+6	+$372	$1.0K
11	True Wealth Design, LLC added	Shares	+1	+$81	$311
12	SJS Investment Consulting Inc. unchanged	Shares	0	+$6	$45
13	EverSource Wealth Advisors, LLC trimmed	Shares	-5	-$11	$1.3K

Filing Research | VABK - VIRGINIA NATL BK CHRLOTSVLE Institutional Holdings