Snapshot holdings
#
1CAMPBELL NEWMAN ASSET MANAGEMENT INC$2.8M
2Hennion & Walsh Asset Management, Inc.$1.9M
3Merit Financial Group, LLC$1.5M
4Diversified Trust Co$991.2K
5ARDSLEY ADVISORY PARTNERS LP$830.2K
6TFC Financial Management, Inc.$696.8K
7Traynor Capital Management, Inc.$684.5K
8Central Pacific Bank - Trust Division$675.2K
9SCHNIEDERS CAPITAL MANAGEMENT, LLC.$666.4K
10Andrew Hill Investment Advisors, Inc.$643.3K
11Police & Firemen's Retirement System of New Jersey$577.0K
12PFG Investments, LLC$446.4K
13Kings Path Partners LLC$316.5K
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$309.6K
15Yorktown Management & Research Co Inc$265.7K
16D.A. DAVIDSON & CO.$263.5K
17Assenagon Asset Management S.A.$258.4K
18Mayflower Financial Advisors, LLC$237.9K
19ACORN FINANCIAL ADVISORY SERVICES INC /ADV$233.4K
20Y-Intercept (Hong Kong) Ltd$231.4K
21SBI Securities Co., Ltd.$125.5K
22Lodestone Wealth Management LLC$95.3K
23GAMMA Investing LLC$48.9K
24Dakota Community Bank & Trust NA$41.3K
25Hughes Financial Services, LLC$37.4K
26Versant Capital Management, Inc$27.6K
27SIGNATUREFD, LLC$20.3K
28Wealth Enhancement Trust Services, Inc.$16.9K
29CoreCap Advisors, LLC$9.1K
30EverSource Wealth Advisors, LLC$8.0K
31Owl Creek Wealth Partners LLC$7.3K
32Spire Wealth Management$6.5K
33BARRETT & COMPANY, INC.$6.2K
34Fortitude Family Office, LLC$5.6K
35IFP Advisors, Inc$4.5K
36Oakworth Capital, Inc.$4.0K
37Farther Finance Advisors, LLC$3.6K
38JNBA Financial Advisors$2.7K
39Aventura Private Wealth, LLC$2.1K
40HAGER INVESTMENT MANAGEMENT SERVICES, LLC$2.1K
41True Wealth Design, LLC$1.0K
42MassMutual Private Wealth & Trust, FSB$872
43State of Alaska, Department of Revenue$421
44JFS WEALTH ADVISORS, LLC$416
45SJS Investment Consulting Inc.$125
Manager changes
#
1+$781.2K
2+$666.4K
3+$643.3K
4+$617.4K
5+$519.4K
6+$364.6K
7+$316.5K
8+$265.7K
9+$237.9K
10+$231.4K
11+$222.7K
12+$162.4K
13+$148.0K
14+$130.1K
15+$104.2K
16+$59.7K
17+$41.3K
18+$37.4K
19+$33.5K
20+$33.1K
21+$30.2K
22+$14.7K
23+$10.7K
24+$6.2K
25+$5.1K
26+$5.0K
27+$4.0K
28+$3.3K
29+$3.3K
30+$2.9K
31+$2.7K
32+$2.5K
33+$2.1K
34+$1.7K
35+$1.3K
36+$703
37+$383
38+$90
39+$78
40+$77
41+$57
42-$291
43-$2.3K
44-$6.8K
45-$16.1K
46-$89.4K
47-$373.9K
48-$376.3K
49-$589.0K
Filing Research | AMSC - American Superconductor Corp. Institutional Holdings