Filing Research
Snapshot holdings
#
1Taylor Frigon Capital Management LLC$1.8M
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$316.3K
3Police & Firemen's Retirement System of New Jersey$205.1K
4CERTIOR FINANCIAL GROUP, LLC$198.3K
5QRG CAPITAL MANAGEMENT, INC.$128.6K
6LRI Investments, LLC$123.0K
7INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.4K
8GAMMA Investing LLC$6.6K
9Farther Finance Advisors, LLC$5.6K
10EverSource Wealth Advisors, LLC$3.7K
11MassMutual Private Wealth & Trust, FSB$2.9K
12True Wealth Design, LLC$2.5K
13IFP Advisors, Inc$2.0K
14CoreCap Advisors, LLC$504
15NEW YORK STATE TEACHERS RETIREMENT SYSTEM$70
16SJS Investment Consulting Inc.$50
17SBI Securities Co., Ltd.$37
Manager changes
#
1
Taylor Frigon Capital Management LLC
+$342.2K
2
CERTIOR FINANCIAL GROUP, LLC
+$198.3K
3
QRG CAPITAL MANAGEMENT, INC.
+$128.6K
4
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$87.5K
5
Police & Firemen's Retirement System of New Jersey
+$41.7K
6
LRI Investments, LLC
+$25.0K
7
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
+$2.0K
8
True Wealth Design, LLC
+$1.3K
9
MassMutual Private Wealth & Trust, FSB
+$592
10
CoreCap Advisors, LLC
+$504
11
SJS Investment Consulting Inc.
+$50
12
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
+$23
13
SBI Securities Co., Ltd.
+$8
14
Farther Finance Advisors, LLC
-$196
15
GAMMA Investing LLC
-$318
16
IFP Advisors, Inc
-$447
17
EverSource Wealth Advisors, LLC
-$5.9K
Filing Research | GCMG - GCM GROSVENOR INC Institutional Holdings