Snapshot holdings
#
1WASATCH ADVISORS LP$302.7M
2Pflug Koory, LLC$3.0M
3HM PAYSON & CO$2.3M
4Louisiana State Employees Retirement System$1.9M
5BENJAMIN EDWARDS INC$1.5M
6Central Pacific Bank - Trust Division$1.4M
7Police & Firemen's Retirement System of New Jersey$1.3M
8Diversified Trust Co$1.3M
9YOUSIF CAPITAL MANAGEMENT, LLC$1.2M
10COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.0M
11Legacy Private Trust Co.$790.5K
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$740.7K
13BURNEY CO/$705.7K
14Curated Wealth Partners LLC$677.5K
15MeadowBrook Investment Advisors LLC$670.6K
16apricus wealth, LLC$620.6K
17Revolve Wealth Partners, LLC$457.5K
18Essential Investment Partners LLC$410.2K
19Hummer Financial Advisory Services Inc$321.9K
20Kohmann Bosshard Financial Services, LLC$310.1K
21J.W. COLE ADVISORS, INC.$307.6K
22ZWJ INVESTMENT COUNSEL INC$293.6K
23EVERGREEN CAPITAL MANAGEMENT LLC$284.7K
24Merit Financial Group, LLC$276.2K
25QRG CAPITAL MANAGEMENT, INC.$265.7K
26MOODY NATIONAL BANK TRUST DIVISION$247.5K
27Net Worth Advisory Group$239.9K
28Cooper Financial Group$235.0K
29GREENLEAF TRUST$230.7K
30Fifth Third Wealth Advisors LLC$218.9K
31GAMMA Investing LLC$108.4K
32Versant Capital Management, Inc$85.8K
33FINANCIAL CONSULATE, INC$78.0K
34BIRCHBROOK, INC.$53.7K
35EverSource Wealth Advisors, LLC$52.6K
36Atlatl Advisers LLC$47.9K
37Cedar Mountain Advisors, LLC$40.4K
38Farther Finance Advisors, LLC$40.1K
39FIRST HORIZON CORP$39.7K
40Retirement Wealth Solutions LLC$30.6K
41Key FInancial Inc$17.2K
42Handelsbanken Fonder AB$12.6K
43IFP Advisors, Inc$9.7K
44NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K
45Torren Management, LLC$5.8K
46SIGNATUREFD, LLC$3.9K
47Hughes Financial Services, LLC$3.6K
48FARMERS & MERCHANTS INVESTMENTS INC$2.5K
49HORIZON FINANCIAL SERVICES, LLC$2.1K
50WEST PACES ADVISORS INC.$2.1K
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Manager changes
#
1+$759.9K
2+$652.2K
3+$519.4K
4+$472.0K
5+$469.8K
6+$468.7K
7+$459.8K
8+$457.5K
9+$340.8K
10+$307.6K
11+$276.2K
12+$265.7K
13+$263.8K
14+$239.9K
15+$235.0K
16+$230.7K
17+$227.2K
18+$218.9K
19
BURNEY CO/
+$200.8K
20+$185.1K
21+$172.0K
22+$117.9K
23+$100.7K
24+$92.5K
25+$89.1K
26+$81.8K
27+$50.8K
28+$47.9K
29+$40.1K
30+$24.7K
31+$22.4K
32+$17.1K
33+$15.4K
34+$12.1K
35+$11.7K
36+$11.6K
37+$11.4K
38+$8.8K
39+$4.9K
40+$4.9K
41+$4.6K
42+$3.3K
43+$2.1K
44+$2.1K
45+$1.8K
46+$1.7K
47+$1.4K
48+$1.3K
49+$1.1K
50+$1.1K
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Filing Research | SXI - STANDEX INTL CORP Institutional Holdings