Filing Research | WEST - WESTROCK COFFEE CO Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Stephens Group, LLC	Shares	7.3MSH	$59.6M
2	Silverleafe Capital Partners, LLC	Shares	968.2KSH	$7.9M
3	ZAZOVE ASSOCIATES LLC	Shares	450.5KSH	$3.7M
4	LEE DANNER & BASS INC	Shares	283.0KSH	$2.3M
5	DAVENPORT & Co LLC	Shares	194.0KSH	$1.6M
6	Horrell Capital Management, Inc.	Shares	158.5KSH	$1.3M
7	ARKANSAS FINANCIAL GROUP, INC.	Shares	127.5KSH	$1.0M
8	Diversified Trust Co	Shares	62.9KSH	$510.4K
9	GREENWOOD GEARHART LLC	Shares	58.2KSH	$471.7K
10	Red Door Wealth Management, LLC	Shares	17.0KSH	$137.9K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.3KSH	$113.9K
12	Police & Firemen's Retirement System of New Jersey	Shares	12.1KSH	$97.9K
13	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	12.1KSH	$97.8K
14	Sequoia Financial Advisors, LLC	Shares	10.8KSH	$87.7K
15	HHM Wealth Advisors, LLC	Shares	3.5KSH	$28.4K
16	Farther Finance Advisors, LLC	Shares	1.9KSH	$15.2K
17	SIGNATUREFD, LLC	Shares	1.3KSH	$10.3K
18	Versant Capital Management, Inc	Shares	1.2KSH	$9.4K
19	EverSource Wealth Advisors, LLC	Shares	964SH	$7.8K
20	GAMMA Investing LLC	Shares	672SH	$5.5K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	500SH	$3.8K
22	Blue Trust, Inc.	Shares	394SH	$3.2K
23	IFP Advisors, Inc	Shares	267SH	$2.2K
24	SJS Investment Consulting Inc.	Shares	170SH	$1.4K
25	True Wealth Design, LLC	Shares	125SH	$1.0K
26	Fortitude Family Office, LLC	Shares	25SH	$203
27	Hughes Financial Services, LLC	Shares	23SH	$187
28	State of Alaska, Department of Revenue	Shares	3.5KSH	$28
29	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	25SH	$0
30	West Financial Advisors, LLC	Shares	31SH	$0

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

30 / 30 loaded

#		Instrument
1	Stephens Group, LLC trimmed	Shares	-762.2K	+$25.1M	$59.6M
2	LEE DANNER & BASS INC unchanged	Shares	0	+$1.1M	$2.3M
3	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+61.4K	+$703.3K	$1.0M
4	DAVENPORT & Co LLC trimmed	Shares	-26.9K	+$634.7K	$1.6M
5	Horrell Capital Management, Inc. trimmed	Shares	-2.8K	+$600.0K	$1.3M
6	Diversified Trust Co unchanged	Shares	0	+$242.9K	$510.4K
7	GREENWOOD GEARHART LLC unchanged	Shares	0	+$224.5K	$471.7K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+15.3K	+$113.9K	$113.9K
9	Sequoia Financial Advisors, LLC new	Shares	+10.8K	+$87.7K	$87.7K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$46.6K	$97.9K
11	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. unchanged	Shares	0	+$46.6K	$97.8K
12	Red Door Wealth Management, LLC trimmed	Shares	-11.0K	+$18.9K	$137.9K
13	HHM Wealth Advisors, LLC unchanged	Shares	0	+$13.5K	$28.4K
14	SIGNATUREFD, LLC new	Shares	+1.3K	+$10.3K	$10.3K
15	Farther Finance Advisors, LLC added	Shares	+85	+$7.6K	$15.2K
16	EverSource Wealth Advisors, LLC added	Shares	+259	+$4.8K	$7.8K
17	Versant Capital Management, Inc unchanged	Shares	0	+$4.5K	$9.4K
18	GAMMA Investing LLC unchanged	Shares	0	+$2.6K	$5.5K
19	IFP Advisors, Inc added	Shares	+247	+$2.1K	$2.2K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.6K	$3.8K
21	Blue Trust, Inc. unchanged	Shares	0	+$1.5K	$3.2K
22	SJS Investment Consulting Inc. added	Shares	+165	+$1.4K	$1.4K
23	True Wealth Design, LLC added	Shares	+117	+$980	$1.0K
24	Fortitude Family Office, LLC new	Shares	+25	+$203	$203
25	Hughes Financial Services, LLC new	Shares	+23	+$187	$187
26	State of Alaska, Department of Revenue unchanged	Shares	0	+$14	$28
27	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	$0	$0
28	West Financial Advisors, LLC unchanged	Shares	0	$0	$0
29	ZAZOVE ASSOCIATES LLC trimmed	Shares	-703.2K	-$1.1M	$3.7M
30	Silverleafe Capital Partners, LLC trimmed	Shares	-3.7M	-$12.2M	$7.9M