Filing Research | PROFESIONALLY MANAGED PORTFO Institutional Holdings

Snapshot holdings

50 / 144 loaded

#		Instrument	quantity
1	Mesirow Financial Investment Management, Inc.	Shares	1.3MSH	$71.7M
2	Chemistry Wealth Management LLC	Shares	921.7KSH	$49.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	530.2KSH	$29.2M
4	Parisi Gray Wealth Management	Shares	402.5KSH	$21.4M
5	Affiance Financial, LLC	Shares	370.0KSH	$19.7M
6	Cross Staff Investments Inc	Shares	290.6KSH	$15.5M
7	Composition Wealth, LLC	Shares	277.5KSH	$14.8M
8	Focus Financial Network, Inc.	Shares	226.8KSH	$12.1M
9	EQUITABLE TRUST CO	Shares	208.6KSH	$11.1M
10	CARY STREET PARTNERS FINANCIAL LLC	Shares	178.9KSH	$9.5M
11	Compton Wealth Advisory Group, LLC	Shares	152.7KSH	$8.3M
12	Lighthouse Wealth Management Inc.	Shares	139.2KSH	$7.4M
13	Mendel Capital Management LLC	Shares	128.9KSH	$6.9M
14	Aprio Wealth Management, LLC	Shares	98.8KSH	$5.3M
15	DAVENPORT & Co LLC	Shares	95.3KSH	$5.1M
16	JBR Co Financial Management Inc	Shares	79.9KSH	$4.3M
17	Millburn Ridgefield LLC /DE/	Shares	74.8KSH	$4.0M
18	Marion Wealth Management	Shares	54.0KSH	$2.9M
19	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	50.4KSH	$2.7M
20	Sowell Financial Services LLC	Shares	48.3KSH	$2.6M
21	Wedmont Private Capital	Shares	41.4KSH	$2.3M
22	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	41.5KSH	$2.2M
23	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	37.4KSH	$2.0M
24	Prospera Financial Services Inc	Shares	36.7KSH	$2.0M
25	Triad Investment Management	Shares	36.6KSH	$1.9M
26	Karras Company, Inc.	Shares	36.4KSH	$1.9M
27	SALEM INVESTMENT COUNSELORS INC	Shares	34.7KSH	$1.8M
28	BALDWIN WEALTH PARTNERS LLC/MA	Shares	31.9KSH	$1.7M
29	IFP Advisors, Inc	Shares	31.5KSH	$1.7M
30	First Pacific Financial	Shares	30.5KSH	$1.6M
31	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	27.4KSH	$1.5M
32	Aspect Partners, LLC	Shares	27.4KSH	$1.5M
33	Longview Financial Advisors, Inc.	Shares	26.2KSH	$1.4M
34	Ballentine Partners, LLC	Shares	24.8KSH	$1.3M
35	Merit Financial Group, LLC	Shares	24.5KSH	$1.3M
36	LexAurum Advisors, LLC	Shares	24.2KSH	$1.3M
37	Compass Wealth Management, LLC/GA	Shares	23.6KSH	$1.3M
38	Live Oak Private Wealth LLC	Shares	21.3KSH	$1.1M
39	Royal Fund Management, LLC	Shares	20.4KSH	$1.1M
40	Value Investment Professionals, LLC	Shares	19.8KSH	$1.1M
41	J.W. COLE ADVISORS, INC.	Shares	18.8KSH	$999.8K
42	Farther Finance Advisors, LLC	Shares	17.3KSH	$920.4K
43	Capital Advisors Wealth Management, LLC	Shares	16.8KSH	$893.9K
44	Whitcomb & Hess, Inc.	Shares	16.1KSH	$856.7K
45	JOHNSON INVESTMENT COUNSEL INC	Shares	15.6KSH	$831.4K
46	RFG Advisory, LLC	Shares	15.6KSH	$831.3K
47	SAPIENT CAPITAL LLC	Shares	15.6KSH	$829.7K
48	BTC Capital Management, Inc.	Shares	15.5KSH	$825.3K
49	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	15.4KSH	$819.8K
50	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	14.5KSH	$773.1K

Scroll to load more

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

50 / 155 loaded

#		Instrument
1	Mesirow Financial Investment Management, Inc. added	Shares	+550.0K	+$29.5M	$71.7M
2	EQUITABLE TRUST CO added	Shares	+98.3K	+$5.3M	$11.1M
3	Millburn Ridgefield LLC /DE/ added	Shares	+36.0K	+$1.9M	$4.0M
4	Chemistry Wealth Management LLC added	Shares	+29.7K	+$1.9M	$49.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.9K	+$1.5M	$29.2M
6	Triad Investment Management added	Shares	+23.2K	+$1.2M	$1.9M
7	Royal Fund Management, LLC new	Shares	+20.4K	+$1.1M	$1.1M
8	J.W. COLE ADVISORS, INC. new	Shares	+18.8K	+$999.8K	$999.8K
9	Dynamic Advisor Solutions LLC added	Shares	+9.7K	+$519.3K	$750.9K
10	DAVENPORT & Co LLC added	Shares	+7.4K	+$423.2K	$5.1M
11	Compton Wealth Advisory Group, LLC unchanged	Shares	0	+$219.8K	$8.3M
12	QRG CAPITAL MANAGEMENT, INC. new	Shares	+3.8K	+$202.3K	$202.3K
13	NWAM LLC added	Shares	+3.5K	+$190.8K	$560.8K
14	MassMutual Private Wealth & Trust, FSB new	Shares	+2.9K	+$156.0K	$156.0K
15	Sowell Financial Services LLC added	Shares	+2.1K	+$125.8K	$2.6M
16	Blue Trust, Inc. added	Shares	+1.8K	+$98.9K	$211.3K
17	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+328	+$78.2K	$9.5M
18	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+975	+$65.6K	$2.2M
19	Wedmont Private Capital trimmed	Shares	-182	+$64.4K	$2.3M
20	LifeSteps Financial, Inc. new	Shares	+1.1K	+$58.3K	$58.3K
21	Cross Staff Investments Inc trimmed	Shares	-1.3K	+$30.7K	$15.5M
22	Longview Financial Advisors, Inc. added	Shares	+412	+$30.7K	$1.4M
23	SIGNATUREFD, LLC new	Shares	+565	+$30.1K	$30.1K
24	Meridian Financial Partners LLC unchanged	Shares	0	+$17.3K	$357.8K
25	Owl Creek Wealth Partners LLC new	Shares	+288	+$15.3K	$15.3K
26	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC unchanged	Shares	0	+$9.3K	$1.5M
27	Ballentine Partners, LLC unchanged	Shares	0	+$8.4K	$1.3M
28	Annex Advisory Services, LLC added	Shares	+100	+$7.7K	$383.7K
29	SENTINEL PENSION ADVISORS, LLC trimmed	Shares	-377	+$6.4K	$443.9K
30	Affiance Financial, LLC trimmed	Shares	-2.3K	+$5.9K	$19.7M
31	BTC Capital Management, Inc. unchanged	Shares	0	+$5.3K	$825.3K
32	ARS Wealth Advisors Group, LLC unchanged	Shares	0	+$4.9K	$764.7K
33	Demars Financial Group, LLC unchanged	Shares	0	+$4.3K	$678.1K
34	WORLD EQUITY GROUP, INC. unchanged	Shares	0	+$4.0K	$620.9K
35	GREATMARK INVESTMENT PARTNERS, INC. unchanged	Shares	0	+$4.0K	$619.5K
36	Clarity Capital Advisors, LLC unchanged	Shares	0	+$3.1K	$479.8K
37	IAM Advisory, LLC unchanged	Shares	0	+$2.5K	$389.5K
38	WEALTHEDGE INVESTMENT ADVISORS, LLC unchanged	Shares	0	+$2.4K	$375.9K
39	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	+$2.3K	$366.7K
40	WEATHERLY ASSET MANAGEMENT L. P. unchanged	Shares	0	+$2.1K	$335.2K
41	CHAPIN DAVIS, INC. unchanged	Shares	0	+$2.0K	$319.7K
42	Charter Capital Management, LLC\DE unchanged	Shares	0	+$2.0K	$315.4K
43	FLYWHEEL PRIVATE WEALTH LLC unchanged	Shares	0	+$1.9K	$290.5K
44	Wealth Care LLC unchanged	Shares	0	+$1.8K	$277.4K
45	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$1.8K	$276.7K
46	CORA CAPITAL ADVISORS LLC unchanged	Shares	0	+$1.7K	$270.6K
47	Abound Wealth Management unchanged	Shares	0	+$1.7K	$258.6K
48	Owen LaRue, LLC unchanged	Shares	0	+$1.6K	$246.2K
49	A&I FINANCIAL SERVICES, LLC unchanged	Shares	0	+$1.5K	$239.4K
50	FENIMORE ASSET MANAGEMENT INC unchanged	Shares	0	+$1.4K	$214.2K

Scroll to load more