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Latest 13F Filings

Date13F FilerSize ($ in 1000's)
2/26ZWJ Investment Counsel Inc.$1,471,301
2/26Caprin Asset Management LLC ADV$133,697
2/26Bickling Financial Services Inc.$162,192
2/26RMR Wealth Builders$203,568
2/26Luken Investment Analytics LLC$134,526
2/26Laird Norton Trust Company LLC$890,164
2/26Doheny Asset Management CA$143,880
2/26Twin Lakes Capital Management LLC$139,843
2/26Avitas Wealth Management LLC$493,860
2/26Garde Capital Inc.$821,149
2/26McNaughton Wealth Management LLC$124,931
2/26Worm Capital LLC$421,175
2/26FOCUS Wealth Advisors LLC$129,545
2/26Bridge Advisory LLC$212,116
2/26M Holdings Securities Inc.$783,553
2/25Dimensional Fund Advisors LP$278,099,675
2/25Front Row Advisors LLC$195,141
2/25Field & Main Bank$134,374
2/25Clear Street Markets LLC$1,187,266
2/25Elevated Capital Advisors LLC$230,893
2/25Patton Albertson Miller Group LLC$421,275
2/25CCM Investment Advisers LLC$690,332
2/25Hsbc Holdings PLC$78,144,634
2/25Tranquilli Financial Advisor LLC$110,147
2/25Interval Partners LP$2,434,759
2/24Virtu Financial LLC$927,713
2/24Sheets Smith Investment Management$110,751
2/24MPM Oncology Impact Management LP$582,824
2/24Valueworks LLC$156,653
2/24Sensible Financial Planning & Management LLC.$268,267
2/24EMC Capital Management$131,237
2/24Alyeska Investment Group L.P.$6,838,159
2/24Fort Pitt Capital Group LLC$2,069,787
2/24Broadleaf Partners LLC$253,320
2/24ERn Financial LLC$242,947
2/24Schroder Investment Management Group$70,813,623
2/24Bank Julius Baer & Co. Ltd Zurich$12,182,188
2/23Aspireon Wealth Advisors$100,957
2/23Advisory Resource Group$201,701
2/23WCM Investment Management LLC$36,849,570
2/23Willow Creek Wealth Management Inc.$265,581
2/23Nellore Capital Management LLC$116,887
2/23Pier 88 Investment Partners LLC$487,900
2/23Purus Wealth Management LLC$112,149
2/23New York Life Investment Management LLC$1,491,000
2/23Riverpoint Wealth Management Holdings LLC$316,509
2/23Sylebra Capital Ltd$3,939,208
2/23Centerbridge Partners L.P.$1,178,127
2/23Principal Financial Group Inc.$135,012,521
2/23Financial Management Concepts Corp ADV$103,201
2/23UBP Investment Advisors SA$207,548
2/23JCIC Asset Management Inc.$248,179
2/23CWA Asset Management Group LLC$954,217
2/23Orion Capital Management LLC$135,178
2/22SailingStone Capital Partners LLC$301,601
2/22InTrack Investment Management Inc$100,272
2/22Weitzel Financial Services Inc.$133,990
2/22Retirement Group LLC$217,763
2/22Impactive Capital LP$643,885
2/22WC Walker & Associates Inc.$173,928
2/22Fulcrum Equity Management$250,719
2/22Aristotle Capital Boston LLC$4,220,257
2/22Aristotle Capital Management LLC$40,264,311
2/22West Financial Advisors LLC$283,090
2/22Achmea Investment Management B.V.$2,767,513
2/22Optimus Prime Fund Management Co. Ltd.$929,637
2/22Kozak & Associates Inc.$129,382
2/22Echo Wealth Management LLC$76,465
2/22Ion Asset Management Ltd.$1,142,382
2/20Stone Point Capital LLC$1,752,905
2/19Trybe Capital Management LP$135,765
2/19UBS Oconnor LLC$7,147,733
2/19Tabor Asset Management LP$112,788
2/19Fort Baker Capital Management LP$259,298
2/19PFM Health Sciences LP$2,842,672
2/19First Ascent Asset Management LLC$237,473
2/19AtonRa Partners$203,845
2/19Edmonds Duncan Registered Investment Advisors LLC$299,760
2/19Round Rock Advisors LLC$109,200
2/19Robinson Value Management Ltd.$105,130
2/19UMA Financial Services Inc.$293,816
2/19Energy Opportunities Capital Management LLC$37,259
2/19Wilsey Asset Management Inc.$327,519
2/19JPMorgan Chase & Co.$700,335,240
2/19Orleans Capital Management Corp LA$139,072
2/19National Pension Service$43,861,521
2/193D L Capital Management LLC$80,720
2/19Albion Financial Group UT$1,020,403
2/19Rehmann Capital Advisory Group$885,763
2/19Rodgers & Associates LTD$546,644
2/19International Biotechnology Trust PLC$366,148
2/19B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund$388,855
2/19Berman Capital Advisors LLC$417,731
2/19Intercontinental Wealth Advisors LLC$416,096
2/19Pin Oak Investment Advisors Inc.$122,627
2/19Laffer Tengler Investments$206,073
2/19Walled Lake Planning & Wealth Management LLC$131,643
2/19Kowal Investment Group LLC$215,464
2/19Colonial River Wealth Management LLC$220,746
2/19Sculptor Capital LP$23,153,138

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