Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Peregrine Capital Management LLC	[2026-06-30]	SOLE	29,667	29,732
Perpetual Ltd	[2026-06-30]	DFND	28,246	28,246
Assenagon Asset Management SA	[2026-06-30]	SOLE	16,531	16,531
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	9,684	9,684
Wespac Advisors Socal LLC	[2026-06-30]	SOLE	1,732	2,683
Tealwood Asset Management Inc	[2026-06-30]	SOLE	1,421	2,103
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	2,045
QRG Capital Management Inc	[2026-06-30]	SOLE	1,907	1,907
Toth Financial Advisory Corp	[2026-06-30]	SOLE	200	1,323
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	1,157	1,157
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	1,076	1,077
Central Pacific Bank - Trust Division	[2026-06-30]	DFND	0	953
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	943	943
Crews Bank & Trust	[2026-06-30]	SOLE	935	935
Davenport & Company LLC	[2026-06-30]	SOLE	929	929
Spire Wealth Management	[2026-06-30]	SOLE	0	914
ABC Arbitrage Sa	[2026-06-30]	OTR	0	815
Ballentine Partners LLC	[2026-06-30]	OTR	0	772
Stonecrest Wealth Management Inc	[2026-06-30]	SOLE	0	729
PSP Research LLC	[2026-06-30]	SOLE	0	641
Moody Aldrich Partners LLC	[2026-06-30]	SOLE	535	535
Keudell/Morrison Wealth Management	[2026-06-30]	SOLE	0	506
Trust Point Inc	[2026-06-30]	SOLE	82	503
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	85	474
Versant Capital Management Inc	[2026-06-30]	SOLE	419	419
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	365
Sowell Financial Services LLC	[2026-06-30]	SOLE	365	365
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	365	365
Gamma Investing LLC	[2026-06-30]	DFND	349	349
Merit Financial Group LLC	[2026-06-30]	SOLE	0	341
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 218773298, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

328551209