HoldingsChannel.com
Funds Holding CSM
HolderAmountPosition Size
($ in 1000's)
 As of
Merit Financial Group LLC1,972,138$116,751 03/31/2020
     CSM1,972,138$116,751 03/31/2020
Morgan Stanley843,220$49,919 03/31/2020
     CSM843,220$49,919 03/31/2020
Kayne Anderson Rudnick Investment Management LLC812,167$48,207 03/31/2020
     CSM812,167$48,207 03/31/2020
Legacy Private Trust Co.225,057$13,323 03/31/2020
     CSM225,057$13,323 03/31/2020
LPL Financial LLC224,048$13,264 03/31/2020
     CSM224,048$13,264 03/31/2020
B. Riley Wealth Management Inc.188,643$11,168 03/31/2020
     CSM188,643$11,168 03/31/2020
Wells Fargo & Company MN171,419$10,148 03/31/2020
     CSM171,419$10,148 03/31/2020
Bank of America Corp DE126,901$7,512 03/31/2020
     CSM126,901$7,512 03/31/2020
Envestnet Asset Management Inc.124,362$7,362 03/31/2020
     CSM124,362$7,362 03/31/2020
Mutual Advisors LLC123,479$7,310 03/31/2020
     CSM123,479$7,310 03/31/2020
Bank of New York Mellon Corp111,498$6,601 03/31/2020
     CSM111,498$6,601 03/31/2020
Cambridge Investment Research Advisors Inc.93,425$5,531 03/31/2020
     CSM93,425$5,531 03/31/2020
Eqis Capital Management Inc.69,331$5,473 03/31/2020
     CSM69,331$5,473 03/31/2020
Gill Capital Partners LLC90,085$5,333 03/31/2020
     CSM90,085$5,333 03/31/2020
UBS Group AG86,232$5,105 03/31/2020
     CSM86,232$5,105 03/31/2020
Advisor Group Holdings Inc.119,947$4,131 03/31/2020
     CSM119,947$4,131 03/31/2020
Mainstay Capital Management LLC ADV39,101$2,258 03/31/2020
     CSM39,101$2,258 03/31/2020
Apexium Financial LP33,710$1,996 03/31/2020
     CSM33,710$1,996 03/31/2020
Ladenburg Thalmann Financial Services Inc.23,455$1,805 12/31/2019
     CSM23,455$1,805 12/31/2019
Susquehanna International Group LLP28,490$1,687 03/31/2020
     CSM28,490$1,687 03/31/2020
National Asset Management Inc.24,664$1,461 03/31/2020
     CSM24,664$1,461 03/31/2020
Jane Street Group LLC22,056$1,306 03/31/2020
     CSM22,056$1,306 03/31/2020
Stifel Financial Corp20,021$1,182 03/31/2020
     CSM20,021$1,182 03/31/2020
Leavell Investment Management Inc.19,712$1,173 03/31/2020
     CSM19,712$1,173 03/31/2020
Commonwealth Equity Services LLC19,783$1,171 03/31/2020
     CSM19,783$1,171 03/31/2020
Level Four Advisory Services LLC19,222$1,138 03/31/2020
     CSM19,222$1,138 03/31/2020
Atlas Capital Advisors LLC18,904$1,119 03/31/2020
     CSM18,904$1,119 03/31/2020
Royal Bank of Canada18,618$1,102 03/31/2020
     CSM18,618$1,102 03/31/2020
Baird Financial Group Inc.16,921$1,002 03/31/2020
     CSM16,921$1,002 03/31/2020
Wedbush Securities Inc.15,623$925 03/31/2020
     CSM15,623$925 03/31/2020
CWM LLC15,060$892 03/31/2020
     CSM15,060$892 03/31/2020
Raymond James & Associates13,807$817 03/31/2020
     CSM13,807$817 03/31/2020
AJ Wealth Strategies LLC13,258$785 03/31/2020
     CSM13,258$785 03/31/2020
IHT Wealth Management LLC13,138$778 03/31/2020
     CSM13,138$778 03/31/2020
Advisor Group Inc.9,689$749 12/31/2019
     CSM9,689$749 12/31/2019
Citadel Advisors LLC12,223$724 03/31/2020
     CSM12,223$724 03/31/2020
Belpointe Asset Management LLC8,975$693 12/31/2019
     CSM8,975$693 12/31/2019
Two Sigma Securities LLC11,085$656 03/31/2020
     CSM11,085$656 03/31/2020
Regis Management CO LLC9,780$579 03/31/2020
     CSM9,780$579 03/31/2020
Cresset Asset Management LLC9,421$559 03/31/2020
     CSM9,421$559 03/31/2020
Global Retirement Partners LLC8,019$475 03/31/2020
     CSM8,019$475 03/31/2020
Evergreen Capital Management LLC7,468$442 03/31/2020
     CSM7,468$442 03/31/2020
SeaCrest Wealth Management LLC6,685$396 03/31/2020
     CSM6,685$396 03/31/2020
Capital Asset Advisory Services LLC6,029$388 03/31/2020
     CSM6,029$388 03/31/2020
Cascadia Advisory Services LLC4,905$379 12/31/2019
     CSM4,905$379 12/31/2019
Bienville Capital Management LLC5,800$345 03/31/2020
     CSM5,800$345 03/31/2020
Eudaimonia Partners LLC5,657$335 03/31/2020
     CSM5,657$335 03/31/2020
Thoroughbred Financial Services LLC5,595$331 03/31/2020
     CSM5,595$331 03/31/2020
WealthPLAN Partners LLC5,085$330 03/31/2020
     CSM5,085$330 03/31/2020
Comerica Securities Inc.5,029$299 03/31/2020
     CSM5,029$299 03/31/2020
MML Investors Services LLC4,838$286 03/31/2020
     CSM4,838$286 03/31/2020
First Allied Advisory Services Inc.3,833$227 03/31/2020
     CSM3,833$227 03/31/2020
US Bancorp DE3,756$222 03/31/2020
     CSM3,756$222 03/31/2020
Mid Atlantic Financial Management Inc. ADV3,699$219 03/31/2020
     CSM3,699$219 03/31/2020
Hayden Royal LLC2,686$215 12/31/2019
     CSM2,686$215 12/31/2019
Benjamin F. Edwards & Company Inc.3,581$212 03/31/2020
     CSM3,581$212 03/31/2020
Cetera Advisor Networks LLC3,422$203 03/31/2020
     CSM3,422$203 03/31/2020
Toth Financial Advisory Corp2,867$170 03/31/2020
     CSM2,867$170 03/31/2020
Stonebridge Financial Planning Group LLC2,159$136 03/31/2020
     CSM2,159$136 03/31/2020
Asset Dedication LLC1,895$112 03/31/2020
     CSM1,895$112 03/31/2020
HHM Wealth Advisors LLC1,785$106 03/31/2020
     CSM1,785$106 03/31/2020
Steward Partners Investment Advisory LLC1,150$68 03/31/2020
     CSM1,150$68 03/31/2020
Citigroup Inc.1,089$64 03/31/2020
     CSM1,089$64 03/31/2020
Northwestern Mutual Wealth Management Co.828$49 03/31/2020
     CSM828$49 03/31/2020
Ancora Advisors LLC783$46 03/31/2020
     CSM783$46 03/31/2020
Endurance Wealth Management Inc.731$43 03/31/2020
     CSM731$43 03/31/2020
AlphaCore Capital LLC725$43 03/31/2020
     CSM725$43 03/31/2020
Evoke Wealth LLC634$38 03/31/2020
     CSM634$38 03/31/2020
JNBA Financial Advisors506$30 03/31/2020
     CSM506$30 03/31/2020
Financial Architects Inc498$29 03/31/2020
     CSM498$29 03/31/2020
Providence Capital Advisors LLC408$24 03/31/2020
     CSM408$24 03/31/2020
Advisory Services Network LLC390$23 03/31/2020
     CSM390$23 03/31/2020
Sowell Financial Services LLC326$19 03/31/2020
     CSM326$19 03/31/2020
Wealthcare Advisory Partners LLC300$18 03/31/2020
     CSM300$18 03/31/2020
S.A. Mason LLC300$18 03/31/2020
     CSM300$18 03/31/2020
Allworth Financial LP200$12 03/31/2020
     CSM200$12 03/31/2020
Stonebridge Capital Advisors LLC200$12 03/31/2020
     CSM200$12 03/31/2020
FMR LLC184$11 03/31/2020
     CSM184$11 03/31/2020
Synovus Financial Corp102$6 03/31/2020
     CSM102$6 03/31/2020
Sugarloaf Wealth Management LLC74$4 03/31/2020
     CSM74$4 03/31/2020
Lion Street Advisors LLC64$4 03/31/2020
     CSM64$4 03/31/2020
PNC Financial Services Group Inc.46$3 03/31/2020
     CSM46$3 03/31/2020
Newfound Research LLC16$1 03/31/2020
     CSM16$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     CSM0$0 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     CSM0$0 03/31/2020

See Summary: Institutional Holders of CSM
See Details: Top 10 Hedge Funds Holding CSM
Also See: CSM Holdings Changes

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