Filing Research | FLAHERTY & CRUMRINE TOTAL RE Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	241.5KSH	$4.1M
2	Noble Wealth Management PBC	Shares	225.7KSH	$3.8M
3	Sowell Financial Services LLC	Shares	204.6KSH	$3.5M
4	Smith Asset Management Co., LLC	Shares	124.0KSH	$2.1M
5	Farther Finance Advisors, LLC	Shares	25.4KSH	$428.5K
6	SEAMOUNT FINANCIAL GROUP INC	Shares	20.8KSH	$351.4K
7	Mallini Complete Financial Planning LLC	Shares	18.8KSH	$316.9K
8	Traub Capital Management LLC	Shares	12.9KSH	$217.8K
9	SRH ADVISORS, LLC	Shares	1.0KSH	$16.9K
10	GHP Investment Advisors, Inc.	Shares	561SH	$9.5K
11	HIGHLINE WEALTH PARTNERS LLC	Shares	170SH	$2.9K
12	FIRST HORIZON CORP	Shares	100SH	$1.7K

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

13 / 13 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+42.3K	+$774.0K	$4.1M
2	Farther Finance Advisors, LLC added	Shares	+25.0K	+$422.5K	$428.5K
3	Traub Capital Management LLC new	Shares	+12.9K	+$217.8K	$217.8K
4	Noble Wealth Management PBC added	Shares	+8.3K	+$204.8K	$3.8M
5	Sowell Financial Services LLC trimmed	Shares	-3.1K	+$9.7K	$3.5M
6	Mallini Complete Financial Planning LLC added	Shares	+181	+$8.6K	$316.9K
7	SEAMOUNT FINANCIAL GROUP INC unchanged	Shares	0	+$6.2K	$351.4K
8	Smith Asset Management Co., LLC trimmed	Shares	-2.1K	+$2.0K	$2.1M
9	FIRST HORIZON CORP new	Shares	+100	+$1.7K	$1.7K
10	SRH ADVISORS, LLC unchanged	Shares	0	+$300	$16.9K
11	GHP Investment Advisors, Inc. unchanged	Shares	0	+$168	$9.5K
12	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$51	$2.9K
13	Sound Income Strategies, LLC exited	Shares	-253	-$4.2K	$0

Filing Research | FLAHERTY & CRUMRINE TOTAL RE Institutional Holdings