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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	HERITAGE OAK WEALTH ADVISORS LLC	Shares	611.6KSH	$1.8M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	10.4KSH	$30.3K
3	CoreCap Advisors, LLC	Shares	1.5KSH	$4.4K
4	Steigerwald, Gordon & Koch Inc.	Shares	1.4KSH	$3.9K
5	Golden State Wealth Management, LLC	Shares	195SH	$566
6	Hughes Financial Services, LLC	Shares	50SH	$145
7	Abound Wealth Management	Shares	25SH	$73
8	ENTRUST FINANCIAL LLC	Shares	23SH	$68
9	TSFG, LLC	Shares	1.5KSH	$4

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

11 / 11 loaded

#		Instrument
1	HERITAGE OAK WEALTH ADVISORS LLC trimmed	Shares	-15.3K	+$118.9K	$1.8M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+300	+$3.3K	$30.3K
3	CoreCap Advisors, LLC unchanged	Shares	0	+$398	$4.4K
4	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$355	$3.9K
5	Golden State Wealth Management, LLC unchanged	Shares	0	+$51	$566
6	Hughes Financial Services, LLC unchanged	Shares	0	+$13	$145
7	Abound Wealth Management unchanged	Shares	0	+$7	$73
8	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$6	$68
9	TSFG, LLC unchanged	Shares	0	$0	$4
10	Farther Finance Advisors, LLC exited	Shares	-25	-$67	$0
11	Security National Bank exited	Shares	-1.9K	-$5.1K	$0

Filing Research | ADVISORSHARES TR Institutional Holdings