Filing Research | TMCI - TREACE MED CONCEPTS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Abel Hall, LLC	Shares	37.2KSH	$148.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.5KSH	$97.2K
3	TrustWell Financial Advisors, LLC	Shares	11.7KSH	$46.7K
4	TRUST CO OF TOLEDO NA /OH/	Shares	8.3KSH	$33.1K
5	Farther Finance Advisors, LLC	Shares	8.3KSH	$33.0K
6	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$7.3K
7	IFP Advisors, Inc	Shares	1.1KSH	$4.3K
8	Physician Wealth Advisors, Inc.	Shares	1.1KSH	$4.3K
9	True Wealth Design, LLC	Shares	627SH	$2.5K
10	Fortitude Family Office, LLC	Shares	521SH	$2.1K
11	Marquette Asset Management, LLC	Shares	355SH	$1.4K
12	Wealth Enhancement Trust Services, Inc.	Shares	182SH	$724
13	SJS Investment Consulting Inc.	Shares	139SH	$554
14	State of Alaska, Department of Revenue	Shares	3.3KSH	$13

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

19 / 19 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+22.5K	+$97.2K	$97.2K
2	Abel Hall, LLC trimmed	Shares	-1.4K	+$96.4K	$148.1K
3	TrustWell Financial Advisors, LLC unchanged	Shares	0	+$31.0K	$46.7K
4	TRUST CO OF TOLEDO NA /OH/ added	Shares	+3.5K	+$26.6K	$33.1K
5	Farther Finance Advisors, LLC added	Shares	+173	+$21.6K	$33.0K
6	EverSource Wealth Advisors, LLC added	Shares	+1.1K	+$6.3K	$7.3K
7	Physician Wealth Advisors, Inc. added	Shares	+258	+$3.2K	$4.3K
8	IFP Advisors, Inc added	Shares	+91	+$3.0K	$4.3K
9	True Wealth Design, LLC added	Shares	+404	+$2.2K	$2.5K
10	Fortitude Family Office, LLC added	Shares	+179	+$1.6K	$2.1K
11	Marquette Asset Management, LLC new	Shares	+355	+$1.4K	$1.4K
12	Wealth Enhancement Trust Services, Inc. new	Shares	+182	+$724	$724
13	SJS Investment Consulting Inc. added	Shares	+48	+$432	$554
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$9	$13
15	GAMMA Investing LLC exited	Shares	-289	-$387	$0
16	SIGNATUREFD, LLC exited	Shares	-762	-$1.0K	$0
17	Rachor Investment Advisory Services, LLC exited	Shares	-868	-$1.2K	$0
18	Police & Firemen's Retirement System of New Jersey exited	Shares	-11.2K	-$15.0K	$0
19	WINNACLE WEALTH LLC exited	Shares	-28.3K	-$37.9K	$0

Filing Research | TMCI - TREACE MED CONCEPTS INC Institutional Holdings