Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
JOHNSON FINANCIAL GROUP, INC. $2.12B 833 2024-12-31 2025-02-14
BERKSHIRE ASSET MANAGEMENT LLC/PA $2.11B 279 2024-12-31 2025-02-07
BLACK CREEK INVESTMENT MANAGEMENT INC. $2.11B 27 2024-12-31 2025-02-13
MERIDIAN WEALTH MANAGEMENT, LLC $2.11B 625 2024-12-31 2025-02-06
BOGART WEALTH, LLC $2.11B 1344 2024-12-31 2025-01-30
MONTAG A & ASSOCIATES INC $2.11B 993 2024-12-31 2025-01-30
MOORS & CABOT, INC. $2.10B 885 2024-12-31 2025-02-07
HAWK RIDGE CAPITAL MANAGEMENT LP $2.10B 43 2024-12-31 2025-02-14
MANTLE RIDGE LP $2.10B 2 2024-12-31 2025-02-13
PRANA CAPITAL MANAGEMENT, LP $2.10B 95 2024-12-31 2025-02-14
INTEGRATED ADVISORS NETWORK LLC $2.09B 695 2024-12-31 2025-02-25
STRATOS WEALTH ADVISORS, LLC $2.09B 711 2024-12-31 2025-01-27
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC $2.09B 897 2024-12-31 2025-02-14
RIVERNORTH CAPITAL MANAGEMENT, LLC $2.08B 409 2024-12-31 2025-02-14
ANGELES INVESTMENT ADVISORS, LLC $2.08B 195 2024-12-31 2025-02-11
POLARIS CAPITAL MANAGEMENT, LLC $2.07B 96 2024-12-31 2025-01-29
CARTENNA CAPITAL, LP $2.07B 34 2024-12-31 2025-02-14
AEW CAPITAL MANAGEMENT L P $2.07B 47 2024-12-31 2025-02-05
ALTRINSIC GLOBAL ADVISORS LLC $2.07B 47 2024-12-31 2025-02-14
AMERICAN FAMILY INVESTMENTS, INC. $2.06B 11 2024-12-31 2025-02-14
DAVIDSON INVESTMENT ADVISORS $2.06B 122 2024-12-31 2025-01-31
BRISTOL GATE CAPITAL PARTNERS INC. $2.05B 33 2024-12-31 2025-02-13
GTS SECURITIES LLC $2.05B 1216 2024-12-31 2025-02-18
GMT CAPITAL CORP $2.05B 56 2024-12-31 2025-02-14
SUMMITRY LLC $2.04B 140 2024-12-31 2025-02-11
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