Filing Research
Snapshot holdings
#
1Assenagon Asset Management S.A.$11.7M
2Simplify Asset Management Inc.$5.2M
3Guided Capital Wealth Management, LLC$2.4M
4STABLEFORD CAPITAL II LLC$1.3M
5HCR Wealth Advisors$1.1M
6Police & Firemen's Retirement System of New Jersey$686.0K
7TOTH FINANCIAL ADVISORY CORP$635.0K
8BigSur Wealth Management LLC$479.7K
9LANARK FINANCIAL, INC.$218.8K
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$211.3K
11China Universal Asset Management Co., Ltd.$68.6K
12SIGNATUREFD, LLC$8.8K
13Richardson Capital Management LLC$8.6K
14TRUST CO OF TOLEDO NA /OH/$5.5K
15EverSource Wealth Advisors, LLC$5.0K
16Farther Finance Advisors, LLC$4.1K
17Handelsbanken Fonder AB$841
18GAMMA Investing LLC$515
Manager changes
#
1
Assenagon Asset Management S.A.
+$8.7M
2
Simplify Asset Management Inc.
+$2.2M
3
Guided Capital Wealth Management, LLC
+$823.0K
4
Police & Firemen's Retirement System of New Jersey
+$686.0K
5
TOTH FINANCIAL ADVISORY CORP
+$635.0K
6
HCR Wealth Advisors
+$366.9K
7
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$211.3K
8
LANARK FINANCIAL, INC.
+$73.9K
9
China Universal Asset Management Co., Ltd.
+$68.6K
10
STABLEFORD CAPITAL II LLC
+$51.5K
11
SIGNATUREFD, LLC
+$4.7K
12
Richardson Capital Management LLC
+$2.9K
13
EverSource Wealth Advisors, LLC
+$2.2K
14
Farther Finance Advisors, LLC
+$798
15
TRUST CO OF TOLEDO NA /OH/
+$666
16
Handelsbanken Fonder AB
+$341
17
GAMMA Investing LLC
+$288
18
Rachor Investment Advisory Services, LLC
-$2.4K
19
Patriot Financial Group Insurance Agency, LLC
-$309.5K
20
Y-Intercept (Hong Kong) Ltd
-$333.0K
21
BigSur Wealth Management LLC
-$654.9K
Filing Research | ESTABLISHMENT LABS HLDGS INC Institutional Holdings