Filing Research | BFC - BANK FIRST CORP Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	174.0KSH	$25.8M
2	J.W. COLE ADVISORS, INC.	Shares	52.3KSH	$7.8M
3	PRAIRIE ADVISORY, LLC	Shares	37.1KSH	$5.5M
4	Linden Thomas Advisory Services, LLC	Shares	14.4KSH	$2.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.3KSH	$1.4M
6	Annex Advisory Services, LLC	Shares	7.5KSH	$1.1M
7	Ellsworth Advisors, LLC	Shares	7.3KSH	$1.1M
8	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	6.2KSH	$925.1K
9	McGlone Suttner Wealth Management, Inc.	Shares	4.9KSH	$723.2K
10	FORM Wealth Advisors, LLC	Shares	4.6KSH	$682.4K
11	Y-Intercept (Hong Kong) Ltd	Shares	4.4KSH	$657.2K
12	Legacy Private Trust Co.	Shares	3.5KSH	$522.2K
13	Shakespeare Wealth Management, LLC	Shares	3.5KSH	$521.9K
14	Police & Firemen's Retirement System of New Jersey	Shares	3.1KSH	$466.4K
15	DIVERSIFIED MANAGEMENT INC	Shares	2.0KSH	$301.0K
16	TCFG Investment Advisors, LLC	Shares	2.0KSH	$294.0K
17	Curated Wealth Partners LLC	Shares	20.0KSH	$21.4K
18	Versant Capital Management, Inc	Shares	130SH	$19.3K
19	EverSource Wealth Advisors, LLC	Shares	110SH	$16.3K
20	GAMMA Investing LLC	Shares	70SH	$10.4K
21	IFP Advisors, Inc	Shares	27SH	$4.0K
22	True Wealth Design, LLC	Shares	10SH	$1.5K
23	Hughes Financial Services, LLC	Shares	9SH	$1.3K
24	Fortitude Family Office, LLC	Shares	8SH	$1.2K
25	Physician Wealth Advisors, Inc.	Shares	4SH	$594
26	Trust Co	Shares	4SH	$593
27	Farther Finance Advisors, LLC	Shares	3SH	$445
28	State of Alaska, Department of Revenue	Shares	2.2KSH	$326

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

28 / 28 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+52.3K	+$7.8M	$7.8M
2	Merit Financial Group, LLC trimmed	Shares	-2.7K	+$2.0M	$25.8M
3	Annex Advisory Services, LLC new	Shares	+7.5K	+$1.1M	$1.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.8K	+$888.9K	$1.4M
5	FORM Wealth Advisors, LLC new	Shares	+4.6K	+$682.4K	$682.4K
6	Y-Intercept (Hong Kong) Ltd new	Shares	+4.4K	+$657.2K	$657.2K
7	Shakespeare Wealth Management, LLC new	Shares	+3.5K	+$521.9K	$521.9K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+598	+$122.5K	$466.4K
9	Ellsworth Advisors, LLC added	Shares	+134	+$108.7K	$1.1M
10	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$82.9K	$925.1K
11	McGlone Suttner Wealth Management, Inc. unchanged	Shares	0	+$64.8K	$723.2K
12	DIVERSIFIED MANAGEMENT INC unchanged	Shares	0	+$27.0K	$301.0K
13	TCFG Investment Advisors, LLC unchanged	Shares	0	+$26.3K	$294.0K
14	Curated Wealth Partners LLC new	Shares	+20.0K	+$21.4K	$21.4K
15	Versant Capital Management, Inc new	Shares	+130	+$19.3K	$19.3K
16	Legacy Private Trust Co. trimmed	Shares	-225	+$16.4K	$522.2K
17	EverSource Wealth Advisors, LLC new	Shares	+110	+$16.3K	$16.3K
18	IFP Advisors, Inc added	Shares	+12	+$2.0K	$4.0K
19	Hughes Financial Services, LLC new	Shares	+9	+$1.3K	$1.3K
20	Fortitude Family Office, LLC new	Shares	+8	+$1.2K	$1.2K
21	Trust Co new	Shares	+4	+$593	$593
22	Farther Finance Advisors, LLC new	Shares	+3	+$445	$445
23	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$53	$594
24	State of Alaska, Department of Revenue unchanged	Shares	0	+$29	$326
25	True Wealth Design, LLC trimmed	Shares	-2	-$137	$1.5K
26	GAMMA Investing LLC trimmed	Shares	-9	-$285	$10.4K
27	Linden Thomas Advisory Services, LLC trimmed	Shares	-3.1K	-$220.3K	$2.1M
28	Wealthcare Advisory Partners LLC exited	Shares	-37.4K	-$5.0M	$0