Filing Research | BCML - Baycom Corp Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Saratoga Research & Investment Management	Shares	32.0KSH	$1.1M
2	marrick wealth, LLC	Shares	10.0KSH	$329.0K
3	Police & Firemen's Retirement System of New Jersey	Shares	3.3KSH	$109.2K
4	Curated Wealth Partners LLC	Shares	25.0KSH	$29.1K
5	GAMMA Investing LLC	Shares	710SH	$23.4K
6	Versant Capital Management, Inc	Shares	275SH	$9.0K
7	SBI Securities Co., Ltd.	Shares	157SH	$5.2K
8	IFP Advisors, Inc	Shares	80SH	$2.6K
9	MassMutual Private Wealth & Trust, FSB	Shares	57SH	$1.9K
10	EverSource Wealth Advisors, LLC	Shares	56SH	$1.8K
11	Farther Finance Advisors, LLC	Shares	16SH	$526
12	CoreCap Advisors, LLC	Shares	15SH	$494
13	True Wealth Design, LLC	Shares	9SH	$297
14	Bogart Wealth, LLC	Shares	5SH	$165
15	SJS Investment Consulting Inc.	Shares	2SH	$66
16	State of Alaska, Department of Revenue	Shares	362SH	$11

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

17 / 17 loaded

#		Instrument
1	Saratoga Research & Investment Management new	Shares	+32.0K	+$1.1M	$1.1M
2	marrick wealth, LLC unchanged	Shares	0	+$31.8K	$329.0K
3	Curated Wealth Partners LLC new	Shares	+25.0K	+$29.1K	$29.1K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$10.5K	$109.2K
5	Versant Capital Management, Inc added	Shares	+228	+$7.7K	$9.0K
6	SBI Securities Co., Ltd. added	Shares	+155	+$5.1K	$5.2K
7	GAMMA Investing LLC added	Shares	+37	+$3.4K	$23.4K
8	IFP Advisors, Inc added	Shares	+56	+$1.9K	$2.6K
9	CoreCap Advisors, LLC new	Shares	+15	+$494	$494
10	Farther Finance Advisors, LLC added	Shares	+9	+$319	$526
11	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$181	$1.9K
12	SJS Investment Consulting Inc. added	Shares	+1	+$36	$66
13	Bogart Wealth, LLC unchanged	Shares	0	+$16	$165
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$1	$11
15	True Wealth Design, LLC trimmed	Shares	-3	-$60	$297
16	Crewe Advisors LLC exited	Shares	-61	-$1.8K	$0
17	EverSource Wealth Advisors, LLC trimmed	Shares	-5.2K	-$153.9K	$1.8K

Filing Research | BCML - Baycom Corp Institutional Holdings