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COFS — Choiceone Financia Com Institutional Holders · Q3 2026

Who owns Choiceone Financia Com (COFS)? 8 institutions reported holding $282,874 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($248,399), Trust Co ($21,809), GAMMA Investing LLC ($4,330).

RankInstitutionValueSharesChange
1Gradient Investments LLC$248,3997,688Trimmed
2Trust Co$21,809675Hold
3GAMMA Investing LLC$4,330134Added
4Farther Finance Advisors, LLC$4,200130Added
5GK Wealth Management LLC$3,19999New
6Versant Capital Management, Inc$67921Hold
7CoreCap Advisors, LLC$2588Hold
8Wealth Enhancement Trust Services, Inc.$00Exited

Source: SEC Form 13F filings · as of 2026-09-30