Snapshot holdings
#
1FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$9.2M
2Fideuram Asset Management (Ireland) dac$4.9M
3MIZUHO SECURITIES USA LLC$874.8K
4Sowell Financial Services LLC$858.8K
5Curated Wealth Partners LLC$417.6K
6Counterpoint Mutual Funds LLC$408.3K
7Capricorn Fund Managers Ltd$371.7K
8HIGHLAND CAPITAL MANAGEMENT, LLC$304.4K
9Police & Firemen's Retirement System of New Jersey$304.1K
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$146.8K
11Optivise Advisory Services LLC$141.7K
12Salvus Wealth Management, LLC$127.8K
13Abel Hall, LLC$93.4K
14Ballentine Partners, LLC$58.5K
15Interchange Capital Partners, LLC$54.1K
164WEALTH ADVISORS, INC.$50.3K
17JAMISON PRIVATE WEALTH MANAGEMENT, INC.$48.0K
18Forum Financial Management, LP$41.3K
19SIGNATUREFD, LLC$21.1K
20GAMMA Investing LLC$13.8K
21Farther Finance Advisors, LLC$7.7K
22SBI Securities Co., Ltd.$5.0K
23EverSource Wealth Advisors, LLC$3.1K
24Physician Wealth Advisors, Inc.$1.5K
25THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$1.2K
26True Wealth Design, LLC$921
27IFP Advisors, Inc$636
28Essential Investment Partners LLC$516
29Versant Capital Management, Inc$500
30Fortitude Family Office, LLC$293
Manager changes
#
1+$4.9M
2+$417.6K
3+$304.4K
4+$141.7K
5+$54.1K
6+$41.3K
7+$500
8+$293
9$0
10-$209
11-$350
12-$501
13-$593
14-$643
15-$1.8K
16-$2.1K
17-$3.1K
18-$8.4K
19-$18.9K
20-$19.1K
21-$21.9K
22-$23.2K
23-$43.7K
24-$50.7K
25-$52.4K
26-$120.7K
27-$147.6K
28-$162.1K
29-$371.0K
30-$1.0M
31-$1.8M
32-$2.8M
Filing Research | BORR DRILLING LTD Institutional Holdings