16 institutions reported holding $59.5M of PROFESIONALLY MANAGED PORTFO (CSMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($34.8M), Beacon Bank & Trust ($7.8M), Clarendon Private LLC ($4.8M), CONGRESS ASSET MANAGEMENT CO ($4.0M), MGO ONE SEVEN LLC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $34.8M | 952,997 | Added |
| 2 | Beacon Bank & Trust | $7.8M | 213,409 | Added |
| 3 | Clarendon Private LLC | $4.8M | 131,970 | Trimmed |
| 4 | CONGRESS ASSET MANAGEMENT CO | $4.0M | 108,255 | Trimmed |
| 5 | MGO ONE SEVEN LLC | $2.7M | 74,298 | Trimmed |
| 6 | Apollon Wealth Management, LLC | $1.5M | 42,376 | Added |
| 7 | Portside Wealth Group, LLC | $901,704 | 24,711 | Trimmed |
| 8 | DIVERSIFY WEALTH MANAGEMENT, LLC | $809,542 | 23,787 | Trimmed |
| 9 | GK Wealth Management LLC | $728,524 | 19,965 | New |
| 10 | NORDEN GROUP LLC | $592,524 | 16,238 | Added |
| 11 | Farther Finance Advisors, LLC | $266,377 | 7,300 | New |
| 12 | Revisor Wealth Management LLC | $244,702 | 6,706 | Trimmed |
| 13 | Financial Network Wealth Advisors LLC | $220,363 | 6,039 | Trimmed |
| 14 | HARBOR INVESTMENT ADVISORY, LLC | $97,228 | 2,665 | Hold |
| 15 | ST GERMAIN D J CO INC | $16,785 | 460 | Hold |
| 16 | Blue Trust, Inc. | $3,722 | 102 | New |
Source: SEC Form 13F filings · as of 2026-06-30