Snapshot holdings
#
1INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.2M
2SBI Securities Co., Ltd.$910.6K
3BURNEY CO/$719.0K
4Counterpoint Mutual Funds LLC$537.4K
5Police & Firemen's Retirement System of New Jersey$383.7K
6Y-Intercept (Hong Kong) Ltd$382.9K
7Relyea Zuckerberg Hanson LLC$296.8K
8Prospera Financial Services Inc$285.7K
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$260.9K
10NWAM LLC$205.6K
11Kohmann Bosshard Financial Services, LLC$204.0K
12BENJAMIN EDWARDS INC$181.3K
13DECISION INVESTMENTS, INC$173.5K
14Olympiad Research LP$165.5K
15Great Waters Wealth Management$153.0K
16KPP Advisory Services LLC$114.3K
17EVERGREEN CAPITAL MANAGEMENT LLC$108.2K
18PARAGON CAPITAL MANAGEMENT INC$102.0K
19Sage Investment Counsel LLC$102.0K
20Farther Finance Advisors, LLC$81.2K
21SIGNATUREFD, LLC$70.8K
22IFP Advisors, Inc$61.5K
23Triumph Capital Management$43.4K
24GAMMA Investing LLC$14.8K
25EverSource Wealth Advisors, LLC$14.8K
26Lodestone Wealth Management LLC$13.6K
27Crewe Advisors LLC$13.4K
28SJS Investment Consulting Inc.$10.6K
29Versant Capital Management, Inc$3.9K
30Spire Wealth Management$3.1K
31Cedar Mountain Advisors, LLC$1.2K
32MassMutual Private Wealth & Trust, FSB$928
33True Wealth Design, LLC$827
34JFS WEALTH ADVISORS, LLC$786
35Hughes Financial Services, LLC$20
36TSFG, LLC$15
Manager changes
#
1+$382.9K
2+$165.5K
3+$160.4K
4+$92.7K
5+$35.0K
6+$21.1K
7+$12.8K
8+$10.6K
9+$945
10+$786
11
TSFG, LLC
-$1
12-$2
13-$47
14-$52
15-$124
16-$182
17-$224
18-$420
19-$514
20-$767
21-$1.3K
22-$1.5K
23-$3.6K
24-$5.9K
25-$5.9K
26-$6.2K
27-$6.3K
28-$6.6K
29-$8.8K
30-$10.1K
31-$10.7K
32-$11.6K
33-$11.8K
34
NWAM LLC
-$29.3K
35-$48.6K
36-$50.8K
37
BURNEY CO/
-$160.5K
38-$161.9K
39-$200.5K
40-$341.2K
Filing Research | SFL - SFL CORPORATION LTD Institutional Holdings