Date13F FilerSize ($ in 1000's)
7/19Buckley Wealth Management LLC$213,671
7/19Arcus Capital Partners LLC$274,768
7/19Epstein & White Financial LLC$187,934
7/19Robeco Institutional Asset Management B.V.$28,358,645
7/19Telos Capital Management Inc.$341,259
7/19QV Investors Inc.$726,494
7/19Grace & White Inc. NY$437,621
7/19Hanseatic Management Services Inc.$98,019
7/19FDx Advisors Inc.$2,551,829
7/19Davy Asset Management Ltd$309,679
7/19Black Diamond Financial LLC$117,346
7/19Meridian Financial Partners LLC$89,444
7/19Lederer & Associates Investment Counsel CA$108,897
7/19Copeland Capital Management LLC$1,794,796
7/19Prentiss Smith & Co. Inc.$153,267
7/19SeaCrest Wealth Management LLC$491,227
7/19Chessman Wealth Strategies RIA$18,402
7/19G&S Capital LLC$166,554
7/19Cornerstone Investment Partners LLC$2,303,496
7/19JGP Global Gestao de Recursos Ltda.$254,215
7/19Destination Wealth Management$1,816,231
7/19First American Bank$1,456,506
7/19Colton Groome Financial Advisors LLC$124,791
7/19D.B. Root & Company LLC$225,675
7/19Cerebellum GP LLC$122,731
7/19Lenox Wealth Management Inc.$334,538
7/19Pioneer Trust Bank N A OR$241,966
7/19Garner Asset Management Corp$129,382
7/19Sterling Investment Advisors LLC ADV$125,490
7/19Mutual of Omaha Bank Wealth Management$310,161
7/19Marino Stram & Associates LLC$136,512
7/19Private Vista LLC$399,613
7/19Sageworth Trust Co$844,978
7/19Alpha Cubed Investments LLC$863,802
7/19Verger Capital Management LLC$188,537
7/19IMA Wealth Inc.$267,472
7/19Moller Financial Services$195,100
7/19Meridian Wealth Management LLC$247,090
7/19Roanoke Asset Management Corp NY$221,398
7/19Bristlecone Advisors LLC$421,269
7/19Farmers & Merchants Trust Co of Chambersburg PA$114,481
7/19Sonora Investment Management LLC$895,045
7/19Texas Capital Bancshares Inc. TX$59,988
7/19Regal Wealth Group Inc.$144,130
7/19Armstrong Henry H Associates Inc.$731,477
7/19Norris Perne & French LLP MI$791,759
7/19Bessemer Securities LLC$239,399
7/19George Kaiser Family Foundation$287,111
7/19Capital Impact Advisors LLC$272,914
7/19Briar Hall Management LLC$3,897,104
7/19Machina Capital S.A.S.$267,402
7/19Commonwealth Equity Services LLC$22,697,549
7/19Bessemer Group Inc.$29,683,964
7/19Crossvault Capital Management LLC$204,144
7/19Abner Herrman & Brock LLC$697,443
7/19LexAurum Advisors LLC$161,953
7/19Focused Wealth Management Inc$374,408
7/19Regions Financial Corp$8,863,930
7/19Lynch & Associates IN$307,732
7/19Summit Creek Advisors LLC$595,661
7/19Arvest Bank Trust Division$1,463,650
7/19LVZ Advisors Inc.$435,036
7/19Mackey Komara & Dankovich LLC$112,147
7/19Canandaigua National Bank & Trust Co.$543,061
7/19Broadleaf Partners LLC$156,322
7/19USS Investment Management Ltd$9,401,082
7/19Camelot Portfolios LLC$241,735
7/19Baldwin Brothers Inc. MA$678,615
7/19Northstar Capital Management LLC$112,461
7/19Winslow Evans & Crocker Inc.$358,670
7/19Parisi Gray Wealth Management$146,941
7/19Genesee Capital Advisors LLC$99,212
7/19Well Done LLC$428,060
7/19Livforsakringsbolaget Skandia Omsesidigt$815,791
7/18Annex Advisory Services LLC$710,261
7/18Lbmc Investment Advisors LLC$660,911
7/18Nwam LLC$502,327
7/18Twele Capital Management Inc.$498,590
7/18EagleClaw Capital Managment LLC$229,784
7/18Moors & Cabot Inc.$789,059
7/18Hurlow Wealth Management Group Inc.$95,155
7/18Sarasin & Partners LLP$5,722,112
7/18Altium Wealth Management LLC$689,564
7/18Eqis Capital Management Inc.$1,193,951
7/18Vigilant Capital Management LLC$748,511
7/18Koshinski Asset Management Inc.$245,838
7/18VK Services LLC$616,526
7/18Prio Wealth Limited Partnership$2,178,225
7/18Cascade Investment Advisors Inc.$117,819
7/18Bay Harbor Wealth Management LLC$161,275
7/18Independent Investors Inc.$259,229
7/18Campbell Capital Management Inc.$125,310
7/18Mengis Capital Management Inc.$326,930
7/18Ocean Arete Ltd.$20,516
7/18Ferris Capital LLC$269,742
7/18Hollencrest Capital Management$804,071
7/18MainStreet Investment Advisors LLC$765,486
7/18Bourgeon Capital Management LLC$172,330

Latest 13F Filings |

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.