Filing Research | STEM - STEM INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.9KSH	$14.8K
2	SBI Securities Co., Ltd.	Shares	149SH	$1.2K
3	GAMMA Investing LLC	Shares	120SH	$937
4	HM PAYSON & CO	Shares	25SH	$196
5	CoreCap Advisors, LLC	Shares	25SH	$195
6	Strategic Investment Solutions, Inc. /IL	Shares	25SH	$195
7	Dogwood Wealth Management LLC	Shares	11SH	$86
8	IFP Advisors, Inc	Shares	5SH	$39
9	Smallwood Wealth Investment Management, LLC	Shares	2SH	$15

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

11 / 11 loaded

#		Instrument
1	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$2	$15
2	Dogwood Wealth Management LLC unchanged	Shares	0	-$11	$86
3	HM PAYSON & CO unchanged	Shares	0	-$25	$196
4	CoreCap Advisors, LLC unchanged	Shares	0	-$26	$195
5	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$26	$195
6	Sound Income Strategies, LLC exited	Shares	-5	-$44	$0
7	SBI Securities Co., Ltd. added	Shares	+1	-$144	$1.2K
8	TopTier Wealth Management, LLC exited	Shares	-91	-$804	$0
9	GAMMA Investing LLC trimmed	Shares	-82	-$849	$937
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-30	-$2.0K	$14.8K
11	IFP Advisors, Inc trimmed	Shares	-1.5K	-$13.0K	$39

Filing Research | STEM - STEM INC Institutional Holdings