Snapshot holdings
#
1CONGRESS ASSET MANAGEMENT CO$11.8M
2Insight Wealth Strategies, LLC$4.9M
3WEDGE CAPITAL MANAGEMENT L L P/NC$3.5M
4SummerHaven Investment Management, LLC$1.3M
5EASTERLY INVESTMENT PARTNERS LLC$1.2M
6PFG Advisors$1.2M
7Perpetual Ltd$1.1M
8Somerset Trust Co$848.3K
9Police & Firemen's Retirement System of New Jersey$702.3K
10Merit Financial Group, LLC$635.7K
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$595.9K
12TECTONIC ADVISORS LLC$578.8K
13EXCHANGE TRADED CONCEPTS, LLC$449.0K
14JAMES INVESTMENT RESEARCH, INC.$301.5K
15ZWJ INVESTMENT COUNSEL INC$299.3K
16Ifrah Financial Services, Inc.$209.2K
17EverSource Wealth Advisors, LLC$197.1K
18IFP Advisors, Inc$111.5K
19Triumph Capital Management$66.5K
20Blue Trust, Inc.$57.9K
21Farther Finance Advisors, LLC$57.9K
22GAMMA Investing LLC$49.7K
23Owl Creek Wealth Partners LLC$41.7K
24Spire Wealth Management$37.9K
25TOTH FINANCIAL ADVISORY CORP$23.7K
26Main Street Group, LTD$8.7K
27TFC Financial Management, Inc.$5.5K
28SJS Investment Consulting Inc.$5.4K
29True Wealth Design, LLC$3.9K
30Wealth Enhancement Trust Services, Inc.$3.2K
31Fortitude Family Office, LLC$2.9K
32Valued Wealth Advisors LLC$2.4K
33SBI Securities Co., Ltd.$1.8K
34State of Alaska, Department of Revenue$704
35Versant Capital Management, Inc$316
36PARK AVENUE SECURITIES LLC$284
37NEW YORK STATE TEACHERS RETIREMENT SYSTEM$231
Manager changes
#
1+$4.4M
2+$1.2M
3+$1.2M
4+$415.1K
5+$370.0K
6+$350.4K
7+$311.0K
8
Perpetual Ltd
+$301.3K
9+$282.1K
10+$234.0K
11+$231.9K
12+$209.2K
13+$179.7K
14+$170.7K
15+$84.7K
16+$59.2K
17+$55.2K
18+$39.1K
19+$34.8K
20+$30.4K
21+$28.2K
22+$17.6K
23+$15.7K
24+$11.7K
25+$8.7K
26+$5.5K
27+$3.8K
28+$3.2K
29+$2.9K
30+$2.4K
31+$2.3K
32+$794
33+$284
34+$198
35+$89
36+$65
37-$1
38-$1.1K
39-$5.6K
40-$650.0K
41-$1.8M
Filing Research | BLBD - Blue Bird Corp. Institutional Holdings