Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Davenport & Company LLC	[2026-06-30]	SOLE	3,170,054	3,357,238
Intact Investment Management Inc	[2026-06-30]	SOLE	1,461,778	1,609,078
Fenimore Asset Management Inc	[2026-06-30]	SOLE	908,085	908,085
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	281,732
Addenda Capital Inc	[2026-06-30]	SOLE	259,947	259,947
Baskin Financial Services Inc	[2026-06-30]	SOLE	11,526	257,314
Vaughan Nelson Investment Management LP	[2026-06-30]	DFND	217,310	217,310
Schmeidler A R & Co Inc	[2026-06-30]	SOLE	11,933	211,158
Blue Zone Wealth Advisors LLC	[2026-06-30]	SOLE	189,447	189,447
Cardinal Capital Management Inc	[2026-06-30]	SOLE	84,812	84,812
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	79,918	79,918
Brookstone Capital Management	[2026-06-30]	SOLE	0	68,260
KIRR Marbach & Co LLC /IN/	[2026-06-30]	SOLE	57,957	64,246
Curated Wealth Partners LLC	[2026-06-30]	OTR	0	61,459
Davidson Kahn Capital Management LLC	[2026-06-30]	SOLE	0	55,125
Tealwood Asset Management Inc	[2026-06-30]	SOLE	38,812	52,256
PensionDanmark Pensionsforsikringsaktieselskab	[2026-06-30]	SOLE	0	48,110
Avanza Fonder AB	[2026-06-30]	SOLE	40,634	40,634
Lipe & Dalton	[2026-06-30]	SOLE	0	40,091
Live Oak Private Wealth LLC	[2026-06-30]	SOLE	38,101	38,101
Ervin Investment Management LLC	[2026-06-30]	SOLE	0	30,907
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	672	29,270
Radnor Capital Management LLC	[2026-06-30]	SOLE	28,739	28,739
Castle Rock Wealth Management LLC	[2026-06-30]	SOLE	26,427	26,427
Lincoln Capital LLC	[2026-06-30]	SOLE	0	19,801
Midway Capital Research & Management	[2026-06-30]	SOLE	0	18,609
Chemistry Wealth Management LLC	[2026-06-30]	SOLE	0	15,789
Avior Wealth Management LLC	[2026-06-30]	SOLE	0	15,686
Gateway Investment Advisers LLC	[2026-06-30]	SOLE	14,859	14,859
Pacifica Partners Inc	[2026-06-30]	DFND	11,731	11,731
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": 216126462, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

323462416