Filing Research | ELMD - ELECTROMED INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	J.E. Simmons & Co., P.C.	Shares	483.8KSH	$20.5M
2	OAK RIDGE INVESTMENTS LLC	Shares	39.3KSH	$1.7M
3	Legacy Wealth Asset Management, LLC	Shares	8.6KSH	$361.7K
4	Spire Wealth Management	Shares	4.4KSH	$186.3K
5	IFP Advisors, Inc	Shares	4.0KSH	$170.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	1.5KSH	$61.5K
7	Financial Management Professionals, Inc.	Shares	1.1KSH	$46.5K
8	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	155.9KSH	$6.6K
9	Financial Perspectives, Inc	Shares	145SH	$6.1K
10	SIGNATUREFD, LLC	Shares	100SH	$4.2K
11	GAMMA Investing LLC	Shares	11SH	$465
12	EverSource Wealth Advisors, LLC	Shares	10SH	$423
13	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$127
14	True Wealth Design, LLC	Shares	2SH	$85
15	SJS Investment Consulting Inc.	Shares	1SH	$43
16	Farther Finance Advisors, LLC	Shares	1SH	$42
17	SBI Securities Co., Ltd.	Shares	1SH	$42
18	State of Alaska, Department of Revenue	Shares	785SH	$33
19	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

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

19 / 19 loaded

#		Instrument
1	J.E. Simmons & Co., P.C. trimmed	Shares	-9.0K	+$8.9M	$20.5M
2	OAK RIDGE INVESTMENTS LLC added	Shares	+1.1K	+$767.1K	$1.7M
3	Legacy Wealth Asset Management, LLC unchanged	Shares	0	+$161.5K	$361.7K
4	IFP Advisors, Inc added	Shares	+2.0K	+$123.3K	$170.2K
5	Spire Wealth Management unchanged	Shares	0	+$83.2K	$186.3K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$27.4K	$61.5K
7	Financial Management Professionals, Inc. unchanged	Shares	0	+$20.8K	$46.5K
8	SIGNATUREFD, LLC new	Shares	+100	+$4.2K	$4.2K
9	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added	Shares	+5.1K	+$3.1K	$6.6K
10	Financial Perspectives, Inc unchanged	Shares	0	+$2.7K	$6.1K
11	EverSource Wealth Advisors, LLC added	Shares	+7	+$354	$423
12	GAMMA Investing LLC unchanged	Shares	0	+$207	$465
13	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$127	$127
14	True Wealth Design, LLC added	Shares	+1	+$61	$85
15	SJS Investment Consulting Inc. new	Shares	+1	+$43	$43
16	SBI Securities Co., Ltd. unchanged	Shares	0	+$19	$42
17	Farther Finance Advisors, LLC unchanged	Shares	0	+$18	$42
18	State of Alaska, Department of Revenue unchanged	Shares	0	+$15	$33
19	MassMutual Private Wealth & Trust, FSB new	Shares	0	$0	$0

Filing Research | ELMD - ELECTROMED INC Institutional Holdings