Filing Research | FIRSTSERVICE CORP NEW Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	1.2MSH	$172.9M
2	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	254.3KSH	$36.2M
3	JACOBSON & SCHMITT ADVISORS, LLC	Shares	142.2KSH	$20.2M
4	FENIMORE ASSET MANAGEMENT INC	Shares	122.4KSH	$17.4M
5	Catawba River Capital	Shares	50.2KSH	$7.1M
6	LOUISBOURG INVESTMENTS INC.	Shares	31.5KSH	$4.5M
7	Canoe Financial LP	Shares	24.1KSH	$3.4M
8	PensionDanmark Pensionsforsikringsaktieselskab	Shares	21.2KSH	$3.0M
9	JCIC Asset Management Inc.	Shares	17.9KSH	$2.5M
10	ARS Wealth Advisors Group, LLC	Shares	16.0KSH	$2.3M
11	Apollon Wealth Management, LLC	Shares	9.2KSH	$1.3M
12	Pembroke Management, LTD	Shares	6.3KSH	$899.6K
13	Fideuram Asset Management (Ireland) dac	Shares	3.7KSH	$695.6K
14	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	4.7KSH	$669.4K
15	Harbour Capital Advisors, LLC	Shares	3.6KSH	$515.7K
16	Farther Finance Advisors, LLC	Shares	3.2KSH	$457.9K
17	INTACT INVESTMENT MANAGEMENT INC.	Shares	3.2KSH	$455.0K
18	Orgel Wealth Management, LLC	Shares	2.9KSH	$407.1K
19	ZWJ INVESTMENT COUNSEL INC	Shares	2.8KSH	$398.1K
20	SUMMITRY LLC	Shares	2.7KSH	$381.5K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.5KSH	$362.8K
22	Aaron Wealth Advisors LLC	Shares	2.2KSH	$318.8K
23	Hilltop National Bank	Shares	2.1KSH	$292.0K
24	Avidian Wealth Enterprises, LLC	Shares	2.0KSH	$283.4K
25	Crossmark Global Holdings, Inc.	Shares	1.8KSH	$255.5K
26	Sequoia Financial Advisors, LLC	Shares	1.5KSH	$219.8K
27	Nexus Investment Management ULC	Shares	1.0KSH	$142.1K
28	SIGNATUREFD, LLC	Shares	837SH	$118.9K
29	Security National Bank	Shares	553SH	$78.6K
30	Versant Capital Management, Inc	Shares	447SH	$63.5K
31	GHP Investment Advisors, Inc.	Shares	423SH	$60.1K
32	EverSource Wealth Advisors, LLC	Shares	418SH	$59.4K
33	Baskin Financial Services Inc.	Shares	246.3KSH	$35.0K
34	Cromwell Holdings LLC	Shares	136SH	$19.4K
35	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	Shares	67.0KSH	$13.5K
36	FIRST HORIZON CORP	Shares	56SH	$8.0K
37	True Wealth Design, LLC	Shares	31SH	$4.4K
38	IFP Advisors, Inc	Shares	19SH	$2.7K
39	MassMutual Private Wealth & Trust, FSB	Shares	14SH	$2.0K
40	Blue Trust, Inc.	Shares	12SH	$1.7K
41	CoreCap Advisors, LLC	Shares	11SH	$1.6K
42	GAMMA Investing LLC	Shares	5SH	$711
43	Golden State Wealth Management, LLC	Shares	4SH	$571
44	Physician Wealth Advisors, Inc.	Shares	4SH	$569

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

50 / 52 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+9.2K	+$1.3M	$1.3M
2	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+6.0K	+$904.3K	$3.0M
3	Fideuram Asset Management (Ireland) dac new	Shares	+3.7K	+$695.6K	$695.6K
4	ZWJ INVESTMENT COUNSEL INC new	Shares	+2.8K	+$398.1K	$398.1K
5	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+2.6K	+$383.1K	$669.4K
6	Aaron Wealth Advisors LLC new	Shares	+2.2K	+$318.8K	$318.8K
7	Catawba River Capital added	Shares	+633	+$285.5K	$7.1M
8	Avidian Wealth Enterprises, LLC new	Shares	+2.0K	+$283.4K	$283.4K
9	LOUISBOURG INVESTMENTS INC. added	Shares	+1.1K	+$250.4K	$4.5M
10	Harbour Capital Advisors, LLC added	Shares	+1.7K	+$235.2K	$515.7K
11	Sequoia Financial Advisors, LLC new	Shares	+1.5K	+$219.8K	$219.8K
12	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+800	+$121.2K	$455.0K
13	ARS Wealth Advisors Group, LLC unchanged	Shares	0	+$50.7K	$2.3M
14	Hilltop National Bank added	Shares	+81	+$17.8K	$292.0K
15	SIGNATUREFD, LLC added	Shares	+88	+$14.9K	$118.9K
16	EverSource Wealth Advisors, LLC added	Shares	+95	+$14.5K	$59.4K
17	SUMMITRY LLC added	Shares	+14	+$10.5K	$381.5K
18	Orgel Wealth Management, LLC unchanged	Shares	0	+$9.1K	$407.1K
19	Farther Finance Advisors, LLC trimmed	Shares	-50	+$5.8K	$457.9K
20	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd added	Shares	+2.3K	+$4.4K	$13.5K
21	Nexus Investment Management ULC unchanged	Shares	0	+$3.2K	$142.1K
22	True Wealth Design, LLC added	Shares	+20	+$2.9K	$4.4K
23	Security National Bank unchanged	Shares	0	+$1.8K	$78.6K
24	CoreCap Advisors, LLC new	Shares	+11	+$1.6K	$1.6K
25	GHP Investment Advisors, Inc. added	Shares	+1	+$1.4K	$60.1K
26	MassMutual Private Wealth & Trust, FSB added	Shares	+7	+$1.0K	$2.0K
27	IFP Advisors, Inc added	Shares	+6	+$894	$2.7K
28	GAMMA Investing LLC new	Shares	+5	+$711	$711
29	Physician Wealth Advisors, Inc. new	Shares	+4	+$569	$569
30	Blue Trust, Inc. added	Shares	+3	+$455	$1.7K
31	Baskin Financial Services Inc. trimmed	Shares	-4.0K	+$147	$35.0K
32	Golden State Wealth Management, LLC unchanged	Shares	0	+$14	$571
33	JCIC Asset Management Inc. unchanged	Shares	0	$0	$2.5M
34	Richardson Capital Management LLC exited	Shares	-17	-$2.4K	$0
35	AdvisorNet Financial, Inc exited	Shares	-39	-$5.4K	$0
36	FIRST HORIZON CORP trimmed	Shares	-65	-$8.9K	$8.0K
37	Pembroke Management, LTD trimmed	Shares	-211	-$9.3K	$899.6K
38	Cromwell Holdings LLC trimmed	Shares	-81	-$10.8K	$19.4K
39	Spire Wealth Management exited	Shares	-85	-$11.8K	$0
40	Crossmark Global Holdings, Inc. trimmed	Shares	-317	-$38.3K	$255.5K
41	Canoe Financial LP trimmed	Shares	-827	-$42.8K	$3.4M
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-613	-$76.2K	$362.8K
43	Versant Capital Management, Inc trimmed	Shares	-1.1K	-$145.9K	$63.5K
44	VISTA FINANCE, LLC exited	Shares	-1.9K	-$260.9K	$0
45	JACOBSON & SCHMITT ADVISORS, LLC trimmed	Shares	-5.7K	-$347.5K	$20.2M
46	MONTRUSCO BOLTON INVESTMENTS INC. trimmed	Shares	-9.2K	-$385.2K	$36.2M
47	Avanza Fonder AB exited	Shares	-4.3K	-$834.1K	$0
48	Y-Intercept (Hong Kong) Ltd exited	Shares	-6.1K	-$843.1K	$0
49	FENIMORE ASSET MANAGEMENT INC trimmed	Shares	-21.8K	-$2.6M	$17.4M
50	CONGRESS ASSET MANAGEMENT CO exited	Shares	-43.7K	-$6.1M	$0

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