Snapshot holdings
#
1HENNESSY ADVISORS INC$8.4M
2Vest Financial, LLC$4.3M
3Assenagon Asset Management S.A.$2.5M
4Diversified Trust Co$1.9M
5Y-Intercept (Hong Kong) Ltd$1.9M
6Police & Firemen's Retirement System of New Jersey$1.1M
7Sculati Wealth Management, LLC$730.3K
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$656.5K
9Abel Hall, LLC$294.5K
10Vawter Financial, Ltd.$273.8K
11Olympiad Research LP$259.8K
12PFG Advisors$249.5K
13FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$184.1K
14GAMMA Investing LLC$148.4K
15Crewe Advisors LLC$145.2K
16Farther Finance Advisors, LLC$52.0K
17FINANCIAL CONSULATE, INC$38.2K
18EverSource Wealth Advisors, LLC$34.8K
19TRUST CO OF TOLEDO NA /OH/$33.2K
20THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$24.9K
21SIGNATUREFD, LLC$23.6K
22IFP Advisors, Inc$19.2K
23BARRETT & COMPANY, INC.$14.5K
24Versant Capital Management, Inc$8.0K
25True Wealth Design, LLC$5.1K
26Valued Wealth Advisors LLC$4.6K
27Fortitude Family Office, LLC$4.1K
28Lesa Sroufe & Co$3.3K
29SJS Investment Consulting Inc.$2.8K
30Physician Wealth Advisors, Inc.$2.7K
31SBI Securities Co., Ltd.$2.2K
32Blue Trust, Inc.$1.7K
33PARK AVENUE SECURITIES LLC$1.3K
34MassMutual Private Wealth & Trust, FSB$1.2K
35JFS WEALTH ADVISORS, LLC$1.2K
36Dogwood Wealth Management LLC$1.1K
37Handelsbanken Fonder AB$1.0K
38Creative Capital Management Investments LLC$581
39NEW YORK STATE TEACHERS RETIREMENT SYSTEM$334
40State of Alaska, Department of Revenue$257
41DiNuzzo Private Wealth, Inc.$249
42Hughes Financial Services, LLC$166
43GHP Investment Advisors, Inc.$83
44LRI Investments, LLC$83
45Vermillion Wealth Management, Inc.$16
46Capital Advisors, Ltd. LLC$8
47Farmers & Merchants Trust Co of Chambersburg PA$3
Manager changes
#
1+$8.4M
2+$2.4M
3+$1.9M
4+$1.2M
5+$259.8K
6+$249.5K
7+$169.8K
8+$38.2K
9+$19.1K
10+$15.4K
11+$12.8K
12+$10.1K
13+$9.8K
14+$4.6K
15+$2.3K
16+$2.1K
17+$1.3K
18+$1.2K
19+$1.0K
20+$581
21+$571
22+$515
23+$359
24+$349
25+$166
26+$150
27+$134
28+$121
29+$83
30+$76
31+$23
32+$18
33+$5
34+$1
35$0
36-$36
37-$137
38-$151
39-$299
40-$537
41-$4.1K
42-$6.5K
43-$7.4K
44-$36.9K
45-$39.5K
46-$312.1K
47-$405.6K
48-$510.5K
49-$963.3K
50-$1.9M
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Filing Research | TPC - Tutor Perini Corp Institutional Holdings