Snapshot holdings
#
1CONGRESS ASSET MANAGEMENT CO$10.2M
2Assenagon Asset Management S.A.$9.0M
3BURNEY CO/$7.0M
4Y-Intercept (Hong Kong) Ltd$4.6M
5JOHNSON INVESTMENT COUNSEL INC$1.9M
6Arista Wealth Management, LLC$1.8M
7Louisiana State Employees Retirement System$1.5M
8YOUSIF CAPITAL MANAGEMENT, LLC$1.0M
9Police & Firemen's Retirement System of New Jersey$1.0M
10CV Advisors LLC$824.0K
11COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$812.7K
12EVERGREEN CAPITAL MANAGEMENT LLC$705.5K
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$624.6K
14BURNS J W & CO INC/NY$553.2K
15Perpetual Ltd$478.7K
16HIGHLAND CAPITAL MANAGEMENT, LLC$470.8K
17Crumly & Associates Inc.$421.9K
18Composition Wealth, LLC$404.0K
19Compton Wealth Advisory Group, LLC$372.9K
20Evanson Financial, LLC$334.8K
21Olympiad Research LP$312.1K
22Sequoia Financial Advisors, LLC$262.9K
23Abel Hall, LLC$262.3K
24QRG CAPITAL MANAGEMENT, INC.$234.1K
25Nilsine Partners, LLC$224.6K
26Prospera Financial Services Inc$222.2K
27IFP Advisors, Inc$193.6K
28EverSource Wealth Advisors, LLC$156.9K
29GAMMA Investing LLC$110.9K
30Blue Trust, Inc.$108.6K
31Versant Capital Management, Inc$107.7K
32Farther Finance Advisors, LLC$74.0K
33LANARK FINANCIAL, INC.$29.1K
34SIGNATUREFD, LLC$27.4K
35True Wealth Design, LLC$20.7K
36Steigerwald, Gordon & Koch Inc.$14.3K
37Physician Wealth Advisors, Inc.$13.1K
38MassMutual Private Wealth & Trust, FSB$9.0K
39Cedar Mountain Advisors, LLC$5.5K
40JFS WEALTH ADVISORS, LLC$5.0K
41NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.6K
42Fortitude Family Office, LLC$4.4K
43High Note Wealth, LLC$4.1K
44Wealth Enhancement Trust Services, Inc.$4.1K
45SJS Investment Consulting Inc.$3.8K
46FIRST HORIZON CORP$3.2K
47Abound Wealth Management$2.6K
48Byrne Asset Management LLC$2.6K
49SBI Securities Co., Ltd.$2.6K
50FARMERS & MERCHANTS INVESTMENTS INC$2.0K
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Manager changes
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1+$4.6M
2+$1.0M
3+$824.0K
4+$404.0K
5+$397.4K
6+$312.1K
7+$299.5K
8+$262.3K
9+$234.1K
10+$67.0K
11+$33.0K
12+$20.3K
13+$11.8K
14+$6.3K
15+$4.1K
16+$2.5K
17+$1.1K
18+$874
19+$291
20+$291
21+$70
22$0
23-$22
24-$39
25-$39
26-$40
27
Trust Co
-$40
28-$89
29-$119
30-$158
31-$168
32-$198
33-$198
34-$207
35-$222
36-$276
37-$341
38-$355
39-$355
40-$434
41-$786
42-$797
43-$1.2K
44-$1.3K
45-$1.9K
46-$2.1K
47-$11.9K
48-$18.4K
49-$23.5K
50-$26.2K
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Filing Research | GPI - Group 1 Automotive, Inc. Institutional Holdings