Snapshot holdings
#
1CWA Asset Management Group, LLC$1.6M
2Robeco Institutional Asset Management B.V.$1.3M
3Hennion & Walsh Asset Management, Inc.$1.2M
4Sequoia Financial Advisors, LLC$403.4K
5Ballentine Partners, LLC$337.3K
6LANARK FINANCIAL, INC.$334.8K
7Blue Trust, Inc.$290.1K
8QRG CAPITAL MANAGEMENT, INC.$172.7K
9SIGNATUREFD, LLC$160.6K
10Bensler, LLC$110.6K
11DRIVE WEALTH MANAGEMENT, LLC$105.9K
12Plan A Wealth LLC$81.9K
13Sowell Financial Services LLC$68.8K
14Composition Wealth, LLC$56.3K
15TMB Capital Partners, LLC$54.9K
16Foster Group, Inc.$48.1K
17EASTERN BANK$33.4K
18GAMMA Investing LLC$31.4K
19Farther Finance Advisors, LLC$17.1K
20SBI Securities Co., Ltd.$7.4K
21EverSource Wealth Advisors, LLC$4.6K
22JFS WEALTH ADVISORS, LLC$4.5K
23FINANCIAL CONSULATE, INC$1.3K
24FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$645
25Physician Wealth Advisors, Inc.$612
26True Wealth Design, LLC$306
27Versant Capital Management, Inc$293
28Abound Wealth Management$140
29LRI Investments, LLC$108
30CONTRAVISORY INVESTMENT MANAGEMENT, INC.$90
31Lesa Sroufe & Co$55
Manager changes
#
1+$375.7K
2+$218.1K
3+$166.1K
4+$139.8K
5+$106.4K
6+$56.3K
7+$39.8K
8+$37.7K
9+$33.4K
10+$33.1K
11+$23.8K
12+$21.1K
13+$15.8K
14
Bensler, LLC
+$13.8K
15+$12.5K
16+$7.4K
17+$6.8K
18+$6.0K
19+$3.3K
20+$612
21+$566
22+$293
23+$157
24+$108
25+$90
26+$38
27+$17
28+$7
29-$225
30-$7.5K
31-$22.8K
32-$27.0K
33-$441.3K
Filing Research | ENEL CHILE SA Institutional Holdings