Snapshot holdings
#
1Swedbank AB$14.3M
2Segment Wealth Management, LLC$7.5M
3TECTONIC ADVISORS LLC$5.2M
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M
5Y-Intercept (Hong Kong) Ltd$2.7M
6Police & Firemen's Retirement System of New Jersey$2.5M
7Crossmark Global Holdings, Inc.$2.5M
8EverSource Wealth Advisors, LLC$1.7M
9YOUSIF CAPITAL MANAGEMENT, LLC$1.6M
10Louisiana State Employees Retirement System$1.6M
11QRG CAPITAL MANAGEMENT, INC.$1.5M
12COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M
13Skylands Capital, LLC$1.2M
14Merit Financial Group, LLC$1.2M
15CARY STREET PARTNERS FINANCIAL LLC$826.9K
16Perpetual Ltd$586.0K
17Birch Hill Investment Advisors LLC$585.0K
18BENJAMIN EDWARDS INC$566.4K
19LANARK FINANCIAL, INC.$549.8K
20Marathon Strategic Advisors, LLC$463.3K
21GAMMA Investing LLC$416.3K
22Everhart Financial Group, Inc.$408.1K
23SECURIAN ASSET MANAGEMENT, INC$385.6K
24EVERGREEN CAPITAL MANAGEMENT LLC$271.0K
25Sivia Capital Partners, LLC$265.0K
26Sequoia Financial Advisors, LLC$260.6K
27NorthCrest Asset Manangement, LLC$255.2K
28Abel Hall, LLC$246.7K
29D.A. DAVIDSON & CO.$236.7K
30SIGNATUREFD, LLC$229.4K
31Fifth Third Wealth Advisors LLC$209.0K
32AMERICAN NATIONAL BANK & TRUST$182.6K
33FIRST HORIZON CORP$60.0K
34Financial Perspectives, Inc$54.3K
35AdvisorNet Financial, Inc$52.3K
36ARMSTRONG ADVISORY GROUP, INC$50.5K
37Farther Finance Advisors, LLC$45.9K
38MassMutual Private Wealth & Trust, FSB$44.6K
39Owl Creek Wealth Partners LLC$37.4K
40IFP Advisors, Inc$32.9K
41True Wealth Design, LLC$31.4K
42Ares Financial Consulting, LLC$25.7K
43Dogwood Wealth Management LLC$20.0K
44CoreCap Advisors, LLC$16.9K
45Mascoma Wealth Management LLC$16.8K
46Dorato Capital Management$16.4K
47GHP Investment Advisors, Inc.$14.5K
48Global X Japan Co., Ltd.$11.8K
49CARY STREET PARTNERS INVESTMENT ADVISORY LLC$10.1K
50Sachetta, LLC$9.5K
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Manager changes
#
1+$1.2M
2+$1.1M
3+$615.8K
4+$429.9K
5+$386.5K
6+$253.4K
7+$229.1K
8+$225.4K
9+$209.0K
10+$136.8K
11+$124.7K
12+$121.3K
13+$114.0K
14
Perpetual Ltd
+$79.9K
15+$70.8K
16+$63.1K
17+$51.4K
18+$46.0K
19+$45.5K
20+$37.2K
21+$36.9K
22+$31.2K
23+$31.1K
24+$29.5K
25+$21.3K
26+$19.5K
27+$13.4K
28+$9.5K
29+$9.3K
30+$9.0K
31+$8.9K
32+$7.4K
33+$7.1K
34+$6.9K
35+$6.0K
36+$4.3K
37+$4.1K
38+$4.1K
39+$3.4K
40+$3.4K
41+$2.4K
42+$2.3K
43+$2.1K
44+$2.0K
45+$2.0K
46+$1.4K
47+$1.3K
48+$1.1K
49+$1.0K
50+$795
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Filing Research | BC - BRUNSWICK CORP Institutional Holdings