Top Stocks Held at 03/31/2024: AAPL, IVV, MSFT, AMZN, BIL, More »
Size ($ in 1000's)
At 12/31/2023: $4,091,136 At 09/30/2023: $3,770,478
Combined Holding Report Includes:
Advisory Services Network LLC ALTA CAPITAL MANAGEMENT LLC Legg Mason Private Portfolio Group LLC Clarkston Capital Partners LLC CONFLUENCE INVESTMENT MANAGEMENT LLC LADENBURG THALMANN ASSET MANAGEMENT WEDGEWOOD PARTNERS INC ZACKS INVESTMENT MANAGEMENT KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC MANAGED ASSET PORTFOLIOS LLC St. James Investment Company LLC POLEN CAPITAL MANAGEMENT LLC Raub Brock Capital Management LP SCHAFER CULLEN CAPITAL MANAGEMENT INC ROOSEVELT INVESTMENT GROUP LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC Copeland Capital Management LLC NAVELLIER & ASSOCIATES INC CONGRESS ASSET MANAGEMENT CO MA BlackRock Investment Management LLC Dorsey Wright & Associates FEDERATED INVESTMENT MANAGEMENT CO Brown Advisory LLC HARDING LOEVNER LP WCM INVESTMENT MANAGEMENT LLC Charles Schwab Investment Advisory Inc.
Advisory Services Network LLC Top Holdings
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