Filing Research
Snapshot holdings
#
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$292.6K
2Sequoia Financial Advisors, LLC$67.4K
3Merit Financial Group, LLC$54.6K
4Police & Firemen's Retirement System of New Jersey$29.4K
5IFP Advisors, Inc$15.0K
6EverSource Wealth Advisors, LLC$11.6K
7SIGNATUREFD, LLC$5.4K
8True Wealth Design, LLC$2.8K
9Farther Finance Advisors, LLC$2.5K
10SJS Investment Consulting Inc.$1.8K
11Wealth Enhancement Trust Services, Inc.$1.2K
12GAMMA Investing LLC$1.0K
13Fortitude Family Office, LLC$752
14Versant Capital Management, Inc$200
15State of Alaska, Department of Revenue$29
Manager changes
#
1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$249.9K
2
Sequoia Financial Advisors, LLC
+$67.4K
3
Merit Financial Group, LLC
+$54.6K
4
Police & Firemen's Retirement System of New Jersey
+$14.2K
5
EverSource Wealth Advisors, LLC
+$10.0K
6
IFP Advisors, Inc
+$8.3K
7
SIGNATUREFD, LLC
+$5.2K
8
True Wealth Design, LLC
+$2.6K
9
Farther Finance Advisors, LLC
+$2.2K
10
SJS Investment Consulting Inc.
+$1.8K
11
Wealth Enhancement Trust Services, Inc.
+$1.2K
12
Fortitude Family Office, LLC
+$752
13
GAMMA Investing LLC
+$304
14
Versant Capital Management, Inc
+$200
15
State of Alaska, Department of Revenue
+$14
16
Counterpoint Mutual Funds LLC
-$190.3K
Filing Research | KLC - KINDERCARE LEARNING COMPANIE Institutional Holdings