Holdings Channel
CSJ Holdings Changes image
This page summarizes the CSJ holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2018 period, comparing share count change from 9/30/2018 to 12/31/2018. Share count is compared over these two periods to provide an indication of whether CSJ is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2018
 Share Count 
12/31/2018
 Share Count 
Change% Change
13F Filers Increasing CSJ Share Count
Gemmer Asset Management LLC 63 10,605 +10,542 +16733.33%
MinichMacGregor Wealth Management LLC 248 29,245 +28,997 +11692.34%
Westside Investment Management Inc. 1,800 7,703 +5,903 +327.94%
Parkside Investments LLC 4,400 16,505 +12,105 +275.11%
Partnervest Advisory Services LLC 7,025 23,834 +16,809 +239.27%
Gradient Investments LLC 1,105 2,967 +1,862 +168.51%
Sigma Planning Corp 5,908 14,786 +8,878 +150.27%
Telemus Capital LLC 79,783 196,931 +117,148 +146.83%
JCIC Asset Management Inc. 320 720 +400 +125.00%
Courage Miller Partners LLC 115,060 229,684 +114,624 +99.62%
Argent Trust Co 9,916 19,680 +9,764 +98.47%
Cypress Wealth Services LLC 6,564 12,278 +5,714 +87.05%
Baystate Wealth Management LLC 4,196 7,700 +3,504 +83.51%
Monument Capital Management 6,535 11,907 +5,372 +82.20%
Betterment LLC 58,527 97,687 +39,160 +66.91%
Calamos Wealth Management LLC 19,097 31,837 +12,740 +66.71%
BB&T Securities LLC 124,413 201,718 +77,305 +62.14%
CENTRAL TRUST Co 5,100 8,200 +3,100 +60.78%
Carroll Financial Associates Inc. 4,188 6,678 +2,490 +59.46%
Rocky Mountain Advisers LLC 1,346 2,120 +774 +57.50%
Investment Partners LTD. 17,225 25,555 +8,330 +48.36%
Chemical Bank 6,215 9,033 +2,818 +45.34%
Boston Financial Mangement LLC 7,461 10,551 +3,090 +41.42%
Edgemoor Investment Advisors Inc. 5,133 7,093 +1,960 +38.18%
Pinnacle Financial Partners Inc. 29,778 38,527 +8,749 +29.38%
Capital Investment Advisors LLC 22,656 29,222 +6,566 +28.98%
Cliftonlarsonallen Wealth Advisors LLC 170,205 217,897 +47,692 +28.02%
W.G. Shaheen & Associates DBA Whitney & Co 299,795 379,258 +79,463 +26.51%
Trust Department MB Financial Bank N A 38,596 47,453 +8,857 +22.95%
Bangor Savings Bank 300,399 361,998 +61,599 +20.51%
Rossmore Private Capital 5,672 6,772 +1,100 +19.39%
Kayne Anderson Rudnick Investment Management LLC 15,550 18,325 +2,775 +17.85%
Fiduciary Trust Co. 1,474,096 1,686,857 +212,761 +14.43%
Caprin Asset Management LLC ADV 10,681 12,202 +1,521 +14.24%
Advanced Asset Management Advisors Inc 6,000 6,846 +846 +14.10%
Evanson Asset Management LLC 7,823 8,834 +1,011 +12.92%
Koshinski Asset Management Inc. 40,148 45,326 +5,178 +12.90%
Davis R M Inc. 44,621 50,368 +5,747 +12.88%
PFS Investments Inc. 171,862 193,981 +22,119 +12.87%
First United Bank Trust 27,691 31,221 +3,530 +12.75%
Stelac Advisory Services LLC 53,668 60,288 +6,620 +12.34%
Meeder Asset Management Inc. 6,275 6,929 +654 +10.42%
BB&T Corp 252,296 276,493 +24,197 +9.59%
Evermay Wealth Management LLC 4,710 5,110 +400 +8.49%
Tdam USA Inc. 44,500 47,900 +3,400 +7.64%
LPL Financial LLC 796,682 847,791 +51,109 +6.42%
Regions Financial Corp 136,302 144,504 +8,202 +6.02%
Boys Arnold & Co. Inc. 105,314 111,611 +6,297 +5.98%
Janney Capital Management LLC 9,373 9,861 +488 +5.21%
AdvicePeriod LLC 21,659 22,763 +1,104 +5.10%
Comerica Securities Inc. 48,449 50,693 +2,244 +4.63%
Dorsey & Whitney Trust CO LLC 8,000 8,370 +370 +4.62%
Alley Co LLC 186,988 195,623 +8,635 +4.62%
LifePlan Financial Group Inc 8,378 8,716 +338 +4.03%
Fort Washington Investment Advisors Inc. OH 73,854 76,654 +2,800 +3.79%
PDS Planning Inc 75,132 77,801 +2,669 +3.55%
Concorde Asset Management LLC 8,553 8,810 +257 +3.00%
M&T Bank Corp 46,653 47,897 +1,244 +2.67%
Janney Montgomery Scott LLC 95,867 98,324 +2,457 +2.56%
NewSquare Capital LLC 373,834 382,389 +8,555 +2.29%
UMB Bank N A MO 216,312 221,064 +4,752 +2.20%
Coe Capital Management LLC 24,950 25,470 +520 +2.08%
Oppenheimer Asset Management Inc. 113,988 116,236 +2,248 +1.97%
Financial Life Advisors 7,702 7,848 +146 +1.90%
Quad Cities Investment Group LLC 738 751 +13 +1.76%
Benjamin F. Edwards & Company Inc. 24,435 24,775 +340 +1.39%
Steward Partners Investment Advisory LLC 53,414 53,954 +540 +1.01%
Patriot Wealth Management Inc. 167,976 169,606 +1,630 +0.97%
St. James Investment Company LLC 13,600 13,710 +110 +0.81%
Horan Securities Inc. 898 905 +7 +0.78%
Delta Asset Management LLC TN 149,186 150,246 +1,060 +0.71%
AdvisorNet Financial Inc 360 362 +2 +0.56%
Sterling Investment Advisors Ltd. 1,603 1,611 +8 +0.50%
Wealthsource Partners LLC 8,824 8,867 +43 +0.49%
Whittier Trust Co. of Nevada Inc. 49,558 49,772 +214 +0.43%
Hirtle Callaghan & Co LLC 1,949,000 1,956,367 +7,367 +0.38%
Symmetry Partners LLC 7,776 7,791 +15 +0.19%
Atwood & Palmer Inc. 33,224 33,273 +49 +0.15%
Bank of Montreal Can 628,274 628,888 +614 +0.10%
Certified Advisory Corp 5,256 5,259 +3 +0.06%
Golub Group LLC 1,221,986 1,222,306 +320 +0.03%
Duncker Streett & Co. Inc. 73,206 73,208 +2 +0.00%
13F Filers Reporting New Positions In CSJ
Advisory Alpha LLC 0 0 UNCH 100%
Barings LLC 0 166,800 +166,800 +100%
First Manhattan Co. 0 1,250 +1,250 +100%
Kays Financial Advisory Corp ADV 0 129,203 +129,203 +100%
Sage Financial Group Inc. 0 337,354 +337,354 +100%
Shine Investment Advisory Services Inc. 0 30 +30 +100%
Adirondack Trust Co. 0 490 +490 +100%
Condor Capital Management 0 8,085 +8,085 +100%
Proffitt & Goodson Inc. 0 192,370 +192,370 +100%
Brighton Jones LLC 0 5,715 +5,715 +100%
Financial Gravity Companies Inc. 0 2,630 +2,630 +100%
National Asset Management Inc. 0 6,414 +6,414 +100%
Portfolio Solutions LLC 0 1,494 +1,494 +100%
ACG Wealth 0 3,990 +3,990 +100%
Beacon Financial Group 0 207,338 +207,338 +100%
Astor Investment Management LLC 0 310 +310 +100%
Karp Capital Management Corp 0 760 +760 +100%
Capital Investment Advisory Services LLC 0 1,614 +1,614 +100%
Cottage Street Advisors LLC 0 7,680 +7,680 +100%
SL Advisors LLC 0 19,018 +19,018 +100%
Highwater Wealth Management LLC 0 180 +180 +100%
Level Four Advisory Services LLC 0 4,858 +4,858 +100%
KCS Wealth Advisory 0 31,104 +31,104 +100%
Northwest Quadrant Wealth Management LLC 0 258,768 +258,768 +100%
Doyle Wealth Management 0 350 +350 +100%
Crescent Grove Advisors LLC 0 4,548 +4,548 +100%
Larson Financial Group LLC 0 365 +365 +100%
We Are One Seven LLC 0 1,054 +1,054 +100%
F3Logic LLC 0 11,635 +11,635 +100%
Beacon Pointe Advisors LLC 0 4,152 +4,152 +100%
Old Port Advisors 0 7,990 +7,990 +100%
Laurel Wealth Advisors LLC 0 1,559 +1,559 +100%
Coastal Capital Group Inc. 0 142,467 +142,467 +100%
Cary Street Partner Investment Advisory LLC 0 7,028 +7,028 +100%
13F Filers With Unchanged Share Count
Terril Brothers Inc. 6,250 6,250 UNCH 0.00%
First Merchants Corp 8,200 8,200 UNCH 0.00%
Private Asset Management Inc. 5,550 5,550 UNCH 0.00%
Cobblestone Capital Advisors LLC NY 10,750 10,750 UNCH 0.00%
M&R Capital Management Inc. 10,000 10,000 UNCH 0.00%
Staley Capital Advisers Inc. 38,782 38,782 UNCH 0.00%
Family Capital Trust Co 2,620 2,620 UNCH 0.00%
Trust Co. of Virginia VA 5,570 5,570 UNCH 0.00%
Security National Trust Co. 5,028 5,028 UNCH 0.00%
Spinnaker Trust 5,460 5,460 UNCH 0.00%
Sonata Capital Group Inc. 8,450 8,450 UNCH 0.00%
Farmers & Merchants Investments Inc. 2,300 2,300 UNCH 0.00%
Ledyard National Bank 400 400 UNCH 0.00%
Evensky & Katz LLC 238,284 238,284 UNCH 0.00%
First Washington CORP 145,450 145,450 UNCH 0.00%
TD Capital Management LLC 760 760 UNCH 0.00%
Aft Forsyth & Company Inc. 8,320 8,320 UNCH 0.00%
Kistler Tiffany Companies LLC 1,898 1,898 UNCH 0.00%
Macroview Investment Management LLC 82 82 UNCH 0.00%
A. D. Beadell Investment Counsel Inc. 75,440 75,440 UNCH 0.00%
Focused Wealth Management Inc 488 488 UNCH 0.00%
Capital Advisors Ltd. LLC 462 462 UNCH 0.00%
EFG Asset Management Americas Corp. 5,090 5,090 UNCH 0.00%
Tortoise Investment Management LLC 950 950 UNCH 0.00%
Dakota Wealth Management 30,215 30,215 UNCH 0.00%
BerganKDV Wealth Management LLC 318 318 UNCH 0.00%
Alpha Omega Wealth Management LLC 200 200 UNCH 0.00%
Nicholas Hoffman & Company LLC. 5,940 5,940 UNCH 0.00%
Norway Savings Bank 2,944 2,944 UNCH 0.00%
Covenant Asset Management LLC 9,266 9,266 UNCH 0.00%
Camden National Bank 11,818 11,818 UNCH 0.00%
LeJeune Puetz Investment Counsel LLC 11,350 11,350 UNCH 0.00%
Crewe Advisors LLC 7,376 7,376 UNCH 0.00%
Chesapeake Wealth Management 11,632 11,632 UNCH 0.00%
Independence Bank of Kentucky 864 864 UNCH 0.00%
Bedel Financial Consulting Inc. 160 160 UNCH 0.00%
Sound Income Strategies LLC 190 190 UNCH 0.00%
D.B. Root & Company LLC 14,394 14,394 UNCH 0.00%
Braun Bostich & Associates Inc. 1,448 1,448 UNCH 0.00%
Canton Hathaway LLC 568 568 UNCH 0.00%
Asset Advisors Investment Management LLC 4,000 4,000 UNCH 0.00%
13F Filers Decreasing CSJ Share Count
Transamerica Financial Advisors Inc. 12 1 -11 -91.67%
Stillwater Capital Advisors LLC 107,508 11,042 -96,466 -89.73%
Acropolis Investment Management LLC 66,110 18,015 -48,095 -72.75%
Brookstone Capital Management 17,776 5,116 -12,660 -71.22%
Mascoma Wealth Management LLC 8,082 2,804 -5,278 -65.31%
Sandy Spring Bank 4,968 2,082 -2,886 -58.09%
Quattro Financial Advisors LLC 92,793 41,005 -51,788 -55.81%
Windsor Capital Management LLC 31,233 14,608 -16,625 -53.23%
Welch & Forbes LLC 293,660 141,478 -152,182 -51.82%
Boston Advisors LLC 28,075 13,852 -14,223 -50.66%
Heritage Trust Co 570 286 -284 -49.82%
Optimum Investment Advisors 24,863 12,485 -12,378 -49.78%
Lenox Wealth Management Inc. 78,243 41,587 -36,656 -46.85%
Hochman Cole Investment Advisors Inc. 41,730 22,356 -19,374 -46.43%
Live Your Vision LLC 1,582 880 -702 -44.37%
Rockland Trust Co. 8,946 5,156 -3,790 -42.37%
First Financial Bank Trust Division 16,357 9,816 -6,541 -39.99%
Eagle Ridge Investment Management 161,403 98,023 -63,380 -39.27%
Flagship Harbor Advisors LLC 7,636 4,646 -2,990 -39.16%
Jackson Wealth Management LLC 124,054 76,727 -47,327 -38.15%
Foothills Asset Management Ltd. 122,927 76,941 -45,986 -37.41%
Comerica Bank 68,968 44,273 -24,695 -35.81%
IFP Advisors Inc 56,484 36,880 -19,604 -34.71%
Endurance Wealth Management Inc. 292,447 191,790 -100,657 -34.42%
Fisher Asset Management LLC 31,323 20,618 -10,705 -34.18%
DT Investment Partners LLC 927,740 616,873 -310,867 -33.51%
Synovus Financial Corp 5,959 3,974 -1,985 -33.31%
Eagle Global Advisors LLC 70,010 48,000 -22,010 -31.44%
Wealthstreet Investment Advisors LLC 21,150 14,550 -6,600 -31.21%
Parkside Financial Bank & Trust 470 336 -134 -28.51%
Cognios Capital LLC 15,010 10,858 -4,152 -27.66%
Bailard Inc. 91,155 66,005 -25,150 -27.59%
Catalyst Capital Advisors LLC 51,136 37,036 -14,100 -27.57%
Hollencrest Capital Management 126,685 93,212 -33,473 -26.42%
Abbrea Capital LLC 339,760 250,340 -89,420 -26.32%
IFG Advisory LLC 6,959 5,193 -1,766 -25.38%
SRS Capital Advisors Inc. 389,577 291,465 -98,112 -25.18%
Sigma Investment Counselors Inc. 8,316 6,265 -2,051 -24.66%
James Investment Research Inc. 722,113 553,050 -169,063 -23.41%
Kovack Advisors Inc. 40,021 30,701 -9,320 -23.29%
Dynamic Advisor Solutions LLC 16,642 13,198 -3,444 -20.69%
Cpwm LLC 224,226 181,250 -42,976 -19.17%
Courier Capital LLC 67,234 54,395 -12,839 -19.10%
Beaumont Financial Partners LLC 72,392 59,513 -12,879 -17.79%
V Wealth Advisors LLC 5,474 4,504 -970 -17.72%
Armor Investment Advisors LLC 50,498 41,578 -8,920 -17.66%
Strategic Financial Group LLC 21,652 17,838 -3,814 -17.62%
Juncture Wealth Strategies LLC 27,218 22,471 -4,747 -17.44%
Shoker Investment Counsel Inc. 73,463 60,800 -12,663 -17.24%
Boyd Watterson Asset Management LLC OH 41,137 34,209 -6,928 -16.84%
Destination Wealth Management 919,339 771,301 -148,038 -16.10%
Patriot Financial Group Insurance Agency LLC 1,724 1,454 -270 -15.66%
BLB&B Advisors LLC 6,980 5,890 -1,090 -15.62%
New Potomac Partners LLC 8,740 7,500 -1,240 -14.19%
Huntington National Bank 833,658 718,055 -115,603 -13.87%
Wesbanco Bank Inc. 50,340 43,444 -6,896 -13.70%
OLD National Bancorp IN 61,734 53,534 -8,200 -13.28%
Beacon Investment Advisory Services Inc. 324,463 281,508 -42,955 -13.24%
Brand Asset Management Group Inc. 1,894 1,644 -250 -13.20%
Dearborn Partners LLC 11,832 10,270 -1,562 -13.20%
Cape Cod Five Cents Savings Bank 6,506 5,681 -825 -12.68%
Advisors Preferred LLC 15,500 13,600 -1,900 -12.26%
Plante Moran Financial Advisors LLC 1,148 1,013 -135 -11.76%
Community Bank N.A. 13,662 12,062 -1,600 -11.71%
Shaker Investments LLC OH 17,974 15,872 -2,102 -11.69%
CIBC Private Wealth Group LLC 15,569 13,769 -1,800 -11.56%
Sabal Trust CO 224,783 200,244 -24,539 -10.92%
Aries Wealth Management 55,496 49,506 -5,990 -10.79%
Whittier Trust Co. 244,502 219,187 -25,315 -10.35%
Miracle Mile Advisors LLC 11,293 10,143 -1,150 -10.18%
D.A. Davidson & CO. 53,741 48,345 -5,396 -10.04%
Sage Advisory Services Ltd.Co. 958,540 864,603 -93,937 -9.80%
GWM Advisors LLC 29,722 26,854 -2,868 -9.65%
FineMark National Bank & Trust 46,336 41,936 -4,400 -9.50%
Chesley Taft & Associates LLC 75,352 68,717 -6,635 -8.81%
SP Asset Management 44,561 40,735 -3,826 -8.59%
FDx Advisors Inc. 280,608 256,545 -24,063 -8.58%
Capital City Trust Co. FL 152,900 140,500 -12,400 -8.11%
Raab & Moskowitz Asset Management LLC 6,308 5,808 -500 -7.93%
Johanson Financial Advisors Inc. 134,073 123,819 -10,254 -7.65%
Winfield Associates Inc. 49,420 45,680 -3,740 -7.57%
Arrow Financial Corp 50,994 47,144 -3,850 -7.55%
Stephens Group Asset Management LLC 55,275 51,234 -4,041 -7.31%
Integrated Investment Consultants LLC 42,391 39,328 -3,063 -7.23%
Wilbanks Smith & Thomas Asset Management LLC 23,997 22,407 -1,590 -6.63%
PNC Financial Services Group Inc. 4,143,088 3,871,799 -271,289 -6.55%
BlackRock Inc. 17,913,827 16,866,049 -1,047,778 -5.85%
Front Barnett Associates LLC 31,171 29,406 -1,765 -5.66%
Ingalls & Snyder LLC 33,510 31,675 -1,835 -5.48%
Mutual of Omaha Bank Wealth Management 167,217 158,207 -9,010 -5.39%
Bartlett & Co. LLC 41,232 39,111 -2,121 -5.14%
Ballentine Partners LLC 41,777 39,634 -2,143 -5.13%
Palladium Partners LLC 39,262 37,262 -2,000 -5.09%
BlueSky Wealth Advisors LLC 19,450 18,486 -964 -4.96%
Granite Investment Advisors LLC 54,155 51,536 -2,619 -4.84%
Meridian Management Co. 499,019 475,181 -23,838 -4.78%
HL Financial Services LLC 73,443 69,949 -3,494 -4.76%
NTV Asset Management LLC 44,690 42,590 -2,100 -4.70%
ETRADE Capital Management LLC 229,786 219,001 -10,785 -4.69%
Bbva Compass Bancshares Inc. 113,718 108,485 -5,233 -4.60%
Thomasville National Bank 7,578 7,268 -310 -4.09%
Bigelow Investment Advisors LLC 93,242 89,472 -3,770 -4.04%
Reliance Trust Co. of Delaware 75,188 72,341 -2,847 -3.79%
Capital Asset Advisory Services LLC 71,610 68,995 -2,615 -3.65%
CWM LLC 7,932 7,664 -268 -3.38%
One Capital Management LLC 623,828 602,848 -20,980 -3.36%
Manning & Napier Group LLC 240,777 233,317 -7,460 -3.10%
Pinnacle Wealth Management Advisory Group LLC 16,410 15,930 -480 -2.93%
Wade G W & Inc. 25,345 24,637 -708 -2.79%
Parallel Advisors LLC 5,492 5,340 -152 -2.77%
Buffington Mohr McNeal 177,661 172,903 -4,758 -2.68%
Aspiriant LLC 31,059 30,261 -798 -2.57%
Pinnacle Associates Ltd. 71,504 69,749 -1,755 -2.45%
BKS Advisors LLC 31,914 31,164 -750 -2.35%
Interactive Financial Advisors 555 542 -13 -2.34%
First Trust Advisors LP 81,063 79,171 -1,892 -2.33%
Eastern Bank 15,156 14,826 -330 -2.18%
Country Trust Bank 1,238,427 1,212,853 -25,574 -2.07%
First Personal Financial Services 17,840 17,472 -368 -2.06%
Forte Capital LLC ADV 29,552 28,945 -607 -2.05%
Truewealth LLC 10,179 9,984 -195 -1.92%
First Hawaiian Bank 50,906 50,015 -891 -1.75%
DAVENPORT & Co LLC 574,169 564,356 -9,813 -1.71%
Keybank National Association OH 1,920,313 1,888,412 -31,901 -1.66%
Wealthstar Advisors LLC 102,298 100,894 -1,404 -1.37%
Matson Money. Inc. 13,442,094 13,261,213 -180,881 -1.35%
Curbstone Financial Management Corp 155,260 153,660 -1,600 -1.03%
Arkansas Financial Group Inc. 812,196 804,594 -7,602 -0.94%
SeaBridge Investment Advisors LLC 43,310 42,910 -400 -0.92%
Oppenheimer & Co. Inc. 107,923 107,073 -850 -0.79%
Cambridge Investment Research Advisors Inc. 131,717 130,730 -987 -0.75%
Bell Rock Capital LLC 3,056 3,035 -21 -0.69%
Private Capital Group LLC 23,154 23,060 -94 -0.41%
Gradient Capital Advisors LLC 22,501 22,436 -65 -0.29%
Canal Capital Management LLC 9,634 9,609 -25 -0.26%
Pointe Capital Management LLC 51,612 51,497 -115 -0.22%
Raymond James Trust N.A. 27,404 27,383 -21 -0.08%
TRUE Private Wealth Advisors 5,152 5,151 -1 -0.02%
13F Filers Exiting CSJ
Vectors Research Management LLC 15,971 0 -15,971 -100.00%
Global Retirement Partners LLC 4,073 0 -4,073 -100.00%
AJ Wealth Strategies LLC 5,050 0 -5,050 -100.00%
J. L. Bainbridge & Co. Inc. 15,132 0 -15,132 -100.00%
Rockefeller Capital Management L.P. 15,622 0 -15,622 -100.00%
Lutz Financial Services LLC 33,247 0 -33,247 -100.00%
Integrated Wealth Concepts LLC 99,698 0 -99,698 -100.00%
Paulson Wealth Management Inc. 4,496 0 -4,496 -100.00%
Prime Capital Investment Advisors LLC 2,000 0 -2,000 -100.00%
Martin Capital Partners LLC 36,896 0 -36,896 -100.00%
Financial Advocates Investment Management 36,132 0 -36,132 -100.00%
Emerald Investment Partners LLC 4,214 0 -4,214 -100.00%
Keystone Financial Group 33,948 0 -33,948 -100.00%
Front Row Advisors LLC 942 0 -942 -100.00%
SeaCrest Wealth Management LLC 3,195 0 -3,195 -100.00%
Aevitas Wealth Management Inc. 630 0 -630 -100.00%
Parisi Gray Wealth Management 364 0 -364 -100.00%
Csenge Advisory Group 468 0 -468 -100.00%
BDO Wealth Advisors LLC 160,430 0 -160,430 -100.00%
Cantor Fitzgerald Investment Adviser L.P. 7,584 0 -7,584 -100.00%
Israel Discount Bank of New York 242,033 0 -242,033 -100.00%
Fieldpoint Private Securities LLC 24,090 0 -24,090 -100.00%
CAMG Solamere Management LLC 12,260 0 -12,260 -100.00%
IHT Wealth Management LLC 52,812 0 -52,812 -100.00%
YorkBridge Wealth Partners LLC 50 0 -50 -100.00%
McAdam LLC 172 0 -172 -100.00%
Mutual Advisors LLC 35,258 0 -35,258 -100.00%
Glenview Trust Co 16,150 0 -16,150 -100.00%
Resources Investment Advisors Inc. 56,084 0 -56,084 -100.00%
Jacobi Capital Management LLC 1,484 0 -1,484 -100.00%
Wealthcare Advisory Partners LLC 1,159 0 -1,159 -100.00%
Advisor Group Inc. 113,765 0 -113,765 -100.00%
LaSalle Street Capital Management LLC 4,052 0 -4,052 -100.00%
Probity Advisors Inc. 217,147 0 -217,147 -100.00%
Gilbert & Cook Inc. 170,700 0 -170,700 -100.00%
Mosaic Family Wealth LLC 774 0 -774 -100.00%
Cornerstone Wealth Management LLC 37,027 0 -37,027 -100.00%
SevenBridge Financial Group LLC 176 0 -176 -100.00%
Institutional & Family Asset Management LLC 36,255 0 -36,255 -100.00%
Edmonds Duncan Registered Investment Advisors LLC 206,720 0 -206,720 -100.00%
Cetera Investment Advisers 13,683 0 -13,683 -100.00%
Bronfman E.L. Rothschild L.P. 2,820 0 -2,820 -100.00%
Krilogy Financial LLC 4,100 0 -4,100 -100.00%
Pegasus Partners Ltd. 4,582 0 -4,582 -100.00%
Edmond DE Rothschild Holding S.A. 720 0 -720 -100.00%
Baird Financial Group Inc. 360,898 0 -360,898 -100.00%
Fiduciary Group LLC 12,180 0 -12,180 -100.00%
Ropes Wealth Advisors LLC 196 0 -196 -100.00%
Analyst IMS Investment Management Services Ltd. 246 0 -246 -100.00%
AllSquare Wealth Management LLC 8,880 0 -8,880 -100.00%
RFG Advisory LLC 9,766 0 -9,766 -100.00%
Patten Group Inc. 200 0 -200 -100.00%
Rehmann Capital Advisory Group 17,107 0 -17,107 -100.00%
Kwmg LLC 125,984 0 -125,984 -100.00%
Godshalk Welsh Capital Management Inc. 4,980 0 -4,980 -100.00%
Bray Capital Advisors 138,348 0 -138,348 -100.00%
Capital Analysts LLC 2,613 0 -2,613 -100.00%
Bramshill Investments LLC 17,565 0 -17,565 -100.00%
Wilshire Associates Inc 157,406 0 -157,406 -100.00%
Ironsides Asset Advisors LLC 67,882 0 -67,882 -100.00%
Stratos Wealth Partners LTD. 3,441 0 -3,441 -100.00%
BTC Capital Management Inc. 28,605 0 -28,605 -100.00%
UBS Group AG 4,924,452 0 -4,924,452 -100.00%
NYL Investors LLC 231,504 0 -231,504 -100.00%
Signet Financial Management LLC 11,082 0 -11,082 -100.00%
Van Hulzen Asset Management LLC 56,028 0 -56,028 -100.00%
Stonebridge Capital Advisors LLC 6,975 0 -6,975 -100.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 20,188 0 -20,188 -100.00%
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. 63,852 0 -63,852 -100.00%
Wunderlich Capital Managemnt 73,065 0 -73,065 -100.00%
Torch Wealth Management LLC 46,170 0 -46,170 -100.00%
Jane Street Group LLC 30,768 0 -30,768 -100.00%
Oakworth Capital Inc. 2,680 0 -2,680 -100.00%
FTB Advisors Inc. 13,052 0 -13,052 -100.00%
New England Private Wealth Advisors LLC 109,027 0 -109,027 -100.00%
Advisory Services Network LLC 26,026 0 -26,026 -100.00%
Alexandria Capital LLC 12,971 0 -12,971 -100.00%
ICONIQ Capital LLC 4,090 0 -4,090 -100.00%
M Holdings Securities Inc. 139,104 0 -139,104 -100.00%
JNBA Financial Advisors 200 0 -200 -100.00%
Stearns Financial Services Group 5,977 0 -5,977 -100.00%
Private Advisor Group LLC 117,907 0 -117,907 -100.00%
Chicago Partners Investment Group LLC 4,852 0 -4,852 -100.00%
Horizon Investments LLC 16,815 0 -16,815 -100.00%
Hanson McClain Inc. 42 0 -42 -100.00%
Hudock Capital Group LLC 506 0 -506 -100.00%
Aviance Capital Partners LLC 6,720 0 -6,720 -100.00%
Aspen Investment Management Inc 31,480 0 -31,480 -100.00%
Crabel Capital Management LLC 7,758 0 -7,758 -100.00%
Pinkerton Retirement Specialists LLC 360 0 -360 -100.00%
Atria Investments LLC 12,243 0 -12,243 -100.00%
Cetera Advisor Networks LLC 5,555 0 -5,555 -100.00%
Cetera Advisors LLC 79,229 0 -79,229 -100.00%
Liberty Mutual Group Asset Management Inc. 3,285,131 0 -3,285,131 -100.00%
Tower Research Capital LLC TRC 691 0 -691 -100.00%
Richard Bernstein Advisors LLC 40,918 0 -40,918 -100.00%
Mather Group LLC. 442,246 0 -442,246 -100.00%
Barrett Asset Management LLC 6,620 0 -6,620 -100.00%
Usca Ria LLC 11,804 0 -11,804 -100.00%
Parallax Volatility Advisers L.P. 9,222 0 -9,222 -100.00%
Horizon Kinetics LLC 54,000 0 -54,000 -100.00%
Autus Asset Management LLC 108,444 0 -108,444 -100.00%
First Allied Advisory Services Inc. 25,381 0 -25,381 -100.00%
Captrust Financial Advisors 3,565 0 -3,565 -100.00%
Clear Harbor Asset Management LLC 11,230 0 -11,230 -100.00%
Sarasin & Partners LLP 30,642 0 -30,642 -100.00%
American Research & Management Co. 1,550 0 -1,550 -100.00%
AT Bancorp 5,560 0 -5,560 -100.00%
Charles Schwab Investment Advisory Inc. 152,961 0 -152,961 -100.00%
Accuvest Global Advisors 9,440 0 -9,440 -100.00%
JOYN Advisors Inc. 800 0 -800 -100.00%
Sawtooth Solutions LLC 10,675 0 -10,675 -100.00%
Evercore Wealth Management LLC 10,000 0 -10,000 -100.00%
Johnson Financial Group Inc. 15,048 0 -15,048 -100.00%
Flow Traders U.S. LLC 5,591 0 -5,591 -100.00%
B. Riley Financial Inc. 32,836 0 -32,836 -100.00%
United Capital Financial Advisers LLC 1,173,361 0 -1,173,361 -100.00%
Raymond James Financial Services Advisors Inc. 866,929 0 -866,929 -100.00%
HighTower Advisors LLC 69,575 0 -69,575 -100.00%
Cypress Wealth Advisors LLC 11,300 0 -11,300 -100.00%
OLD Mission Capital LLC 88,343 0 -88,343 -100.00%
Susquehanna International Group LLP 48,200 0 -48,200 -100.00%
Ancora Advisors LLC 12,374 0 -12,374 -100.00%
Oxford Asset Management LLP 25,596 0 -25,596 -100.00%
Cedar Hill Associates LLC 212,114 0 -212,114 -100.00%
Baker Avenue Asset Management LP 126,972 0 -126,972 -100.00%
Dana Investment Advisors Inc. 14,828 0 -14,828 -100.00%
Meridian Investment Counsel Inc. 28,200 0 -28,200 -100.00%
Horizon Investment Services LLC 13,440 0 -13,440 -100.00%
Crestwood Advisors Group LLC 497,171 0 -497,171 -100.00%
Voya Financial Advisors Inc. 70,657 0 -70,657 -100.00%
Citadel Advisors LLC 50,856 0 -50,856 -100.00%
CIBC World Markets Inc. 8,483 0 -8,483 -100.00%
Financial Engines Advisors L.L.C. 15 0 -15 -100.00%
Migdal Insurance & Financial Holdings Ltd. 1,160 0 -1,160 -100.00%
Envestnet Asset Management Inc. 1,653,924 0 -1,653,924 -100.00%
Bank of New York Mellon Corp 330,454 0 -330,454 -100.00%
Brown Advisory Securities LLC 7,086 0 -7,086 -100.00%
Novare Capital Management LLC 4,746 0 -4,746 -100.00%
LaFleur & Godfrey LLC 74,529 0 -74,529 -100.00%
HBK Sorce Advisory LLC 35,132 0 -35,132 -100.00%
People s United Financial Inc. 22,825 0 -22,825 -100.00%
Mariner LLC 208,526 0 -208,526 -100.00%
Headinvest LLC 7,010 0 -7,010 -100.00%
Delek Group Ltd. 11,796 0 -11,796 -100.00%
CLS Investments LLC 5,836 0 -5,836 -100.00%
Fund Evaluation Group LLC 373,280 0 -373,280 -100.00%
Aldebaran Financial Inc. 4,448 0 -4,448 -100.00%
Rathbone Brothers plc 12,259 0 -12,259 -100.00%
Obermeyer Wood Investment Counsel Lllp 234,748 0 -234,748 -100.00%
Clearbridge Investments LLC 5,647 0 -5,647 -100.00%
Haverford Financial Services Inc. 5,946 0 -5,946 -100.00%
Assetmark Inc. 2,417,578 0 -2,417,578 -100.00%
Founders Financial Securities LLC 10,246 0 -10,246 -100.00%
Cypress Capital Group 156,948 0 -156,948 -100.00%
Hugh Johnson Advisors LLC 59,830 0 -59,830 -100.00%
Scotia Capital Inc. 12,969 0 -12,969 -100.00%
Bragg Financial Advisors Inc 7,993 0 -7,993 -100.00%
Covington Capital Management 40,416 0 -40,416 -100.00%
Milestone Group Inc. 5,356 0 -5,356 -100.00%
Laffer Investments 8,304 0 -8,304 -100.00%
Veritable L.P. 5,202 0 -5,202 -100.00%
Cutler Investment Counsel LLC 444,128 0 -444,128 -100.00%
Guggenheim Capital LLC 252,757 0 -252,757 -100.00%
Millennium Management LLC 47,758 0 -47,758 -100.00%
Piedmont Investment Advisors Inc. 4,468 0 -4,468 -100.00%
Alesco Advisors LLC 29,624 0 -29,624 -100.00%
Wrapmanager Inc. 7,037 0 -7,037 -100.00%
Hilltop Holdings Inc. 118,338 0 -118,338 -100.00%
Evergreen Capital Management LLC 69,464 0 -69,464 -100.00%
Waters Parkerson & CO. LLC 4,570 0 -4,570 -100.00%
Lazard Asset Management LLC 272 0 -272 -100.00%
Mount Lucas Management LP 26,372 0 -26,372 -100.00%
Greenwood Capital Associates LLC 123,199 0 -123,199 -100.00%
Wedbush Securities Inc. 4,204 0 -4,204 -100.00%
Northwestern Mutual Wealth Management Co. 6,993 0 -6,993 -100.00%
Northern Oak Wealth Management Inc. 44,635 0 -44,635 -100.00%
White Pine Capital LLC 258,082 0 -258,082 -100.00%
Prentiss Smith & Co. Inc. 2,400 0 -2,400 -100.00%
Trust Co. of Vermont 1,028 0 -1,028 -100.00%
Woodmont Investment Counsel LLC 23,364 0 -23,364 -100.00%
Sentinel Trust Co. LBA 7,246 0 -7,246 -100.00%
C M Bidwell & Associates Ltd. 4,000 0 -4,000 -100.00%
Bremer Trust National Association 9,000 0 -9,000 -100.00%
Zacks Investment Management 8,362 0 -8,362 -100.00%
Brave Asset Management Inc. 16,000 0 -16,000 -100.00%
Raymond James & Associates 706,399 0 -706,399 -100.00%
Eubel Brady & Suttman Asset Management Inc. 45,526 0 -45,526 -100.00%
Great Lakes Advisors LLC 4,667 0 -4,667 -100.00%
Mountain Pacific Investment Advisers Inc. ID 2,300 0 -2,300 -100.00%
Fairview Capital Investment Management LLC 177,523 0 -177,523 -100.00%
Ameritas Investment Partners Inc. 2,935 0 -2,935 -100.00%
Bessemer Group Inc. 11,560 0 -11,560 -100.00%
Peapack Gladstone Financial Corp 21,384 0 -21,384 -100.00%
New South Capital Management Inc. 51,288 0 -51,288 -100.00%
Dimension Capital Management LLC 146,869 0 -146,869 -100.00%
Clifford Swan Investment Counsel LLC 7,490 0 -7,490 -100.00%
Ladenburg Thalmann Financial Services Inc. 319,561 0 -319,561 -100.00%
United Services Automobile Association 77,200 0 -77,200 -100.00%
Parsons Capital Management Inc. RI 4,568 0 -4,568 -100.00%
Cabot Wealth Management Inc. 12,166 0 -12,166 -100.00%
MUFG Americas Holdings Corp 22,717 0 -22,717 -100.00%
Commerce Bank 10,173 0 -10,173 -100.00%
Segall Bryant & Hamill LLC 67,779 0 -67,779 -100.00%
Honkamp Krueger Financial Services Inc. 2,452 0 -2,452 -100.00%
Girard Partners LTD. 110 0 -110 -100.00%
Royal Bank of Canada 1,916,841 0 -1,916,841 -100.00%
Deutsche Bank AG 129,000 0 -129,000 -100.00%
1832 Asset Management L.P. 8,000 0 -8,000 -100.00%
Matthew Goff Investment Advisor LLC 1,622 0 -1,622 -100.00%
Peoples Bank OH 137,629 0 -137,629 -100.00%
Parametric Portfolio Associates LLC 277,092 0 -277,092 -100.00%
HM Payson & Co. 946,266 0 -946,266 -100.00%
The Manufacturers Life Insurance Company 24,400 0 -24,400 -100.00%
Mackenzie Financial Corp 66,816 0 -66,816 -100.00%
Alerus Financial NA 9,804 0 -9,804 -100.00%
Advisory Research Inc. 5,780 0 -5,780 -100.00%
Bank Hapoalim BM 1,460 0 -1,460 -100.00%
Blair William & Co. IL 22,516 0 -22,516 -100.00%
BRYN MAWR TRUST Co 6,416 0 -6,416 -100.00%
Allstate Corp 596,951 0 -596,951 -100.00%
Prudential PLC 20,000 0 -20,000 -100.00%
NBT Bank N A NY 4,478 0 -4,478 -100.00%
Morgan Stanley 6,010,196 0 -6,010,196 -100.00%
Centaurus Financial Inc. 2 0 -2 -100.00%
Godsey & Gibb Associates 6,747 0 -6,747 -100.00%
Goldman Sachs Group Inc. 2,522,071 0 -2,522,071 -100.00%
North American Management Corp 9,270 0 -9,270 -100.00%
UBS Asset Management Americas Inc. 348 0 -348 -100.00%
Trustmark National Bank Trust Department 150,651 0 -150,651 -100.00%
Haverford Trust Co. 764,645 0 -764,645 -100.00%
Citigroup Inc. 582,010 0 -582,010 -100.00%
Calton & Associates Inc. 4,462 0 -4,462 -100.00%
Johnson Investment Counsel Inc. 31,918 0 -31,918 -100.00%
Ameriprise Financial Inc. 772,787 0 -772,787 -100.00%
Capital Investment Services of America Inc. 239,679 0 -239,679 -100.00%
Stephens Inc. AR 1,119,482 0 -1,119,482 -100.00%
Proequities Inc. 29,198 0 -29,198 -100.00%
Hancock Whitney Corp 7,000 0 -7,000 -100.00%
Suntrust Banks Inc. 479,678 0 -479,678 -100.00%
Resources Management Corp CT ADV 2,050 0 -2,050 -100.00%
Stifel Financial Corp 1,819,592 0 -1,819,592 -100.00%
MML Investors Services LLC 204,135 0 -204,135 -100.00%
FMR LLC 7,042,586 0 -7,042,586 -100.00%
Thrivent Financial for Lutherans 575,728 0 -575,728 -100.00%
Commonwealth Equity Services LLC 2,074,137 0 -2,074,137 -100.00%
Barclays PLC 432 0 -432 -100.00%
King Luther Capital Management Corp 5,090 0 -5,090 -100.00%
Northern Trust Corp 9,480,520 0 -9,480,520 -100.00%
Wells Fargo & Company MN 3,039,063 0 -3,039,063 -100.00%
Bank of America Corp DE 6,830,404 0 -6,830,404 -100.00%
Franklin Resources Inc. 227,582 0 -227,582 -100.00%
US Bancorp DE 1,491,806 0 -1,491,806 -100.00%
Fifth Third Bancorp 250,205 0 -250,205 -100.00%
Equitable Trust Co. 6,000 0 -6,000 -100.00%
JPMorgan Chase & Co. 494,681 0 -494,681 -100.00%
BOKF NA 21,936 0 -21,936 -100.00%

See Summary: Institutional Holders of CSJ
See Details: Top 10 Hedge Funds Holding CSJ

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