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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	BOYUM WEALTH ARCHITECTS LLC	Shares	437.2KSH	$14.6M
2	MBL Wealth, LLC	Shares	160.9KSH	$5.2M
3	Ted Buchan & Co	Shares	148.4KSH	$4.8M
4	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	139.9KSH	$4.5M
5	Capital Management Associates, Inc	Shares	116.3KSH	$3.8M
6	CARY STREET PARTNERS FINANCIAL LLC	Shares	56.8KSH	$1.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	47.0KSH	$1.6M
8	FLAGSHIP HARBOR ADVISORS, LLC	Shares	6.9KSH	$223.1K
9	Financial Perspectives, Inc	Shares	165SH	$5.3K
10	LANARK FINANCIAL, INC.	Shares	50SH	$1.6K

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

13 / 13 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+56.8K	+$1.8M	$1.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+47.0K	+$1.6M	$1.6M
3	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+37.4K	+$1.2M	$4.5M
4	BOYUM WEALTH ARCHITECTS LLC added	Shares	+32.0K	+$1.2M	$14.6M
5	Capital Management Associates, Inc added	Shares	+2.0K	+$85.7K	$3.8M
6	Financial Perspectives, Inc unchanged	Shares	0	+$31	$5.3K
7	LANARK FINANCIAL, INC. unchanged	Shares	0	+$9	$1.6K
8	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-1.9K	-$58.6K	$223.1K
9	Ted Buchan & Co trimmed	Shares	-3.2K	-$74.3K	$4.8M
10	Accurate Wealth Management, LLC exited	Shares	-7.1K	-$233.6K	$0
11	Tactive Advisors, LLC exited	Shares	-12.9K	-$414.7K	$0
12	MBL Wealth, LLC trimmed	Shares	-35.2K	-$1.1M	$5.2M
13	Financial Designs Corp exited	Shares	-286.7K	-$9.2M	$0

Filing Research | STRATEGIC TRUST Institutional Holdings