Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	731,156
Adams Asset Advisors LLC	[2026-06-30]	SOLE	120,802	343,016
Viking Fund Management LLC	[2026-06-30]	SOLE	230,000	230,000
QRG Capital Management Inc	[2026-06-30]	SOLE	224,848	224,848
Gateway Investment Advisers LLC	[2026-06-30]	SOLE	187,068	187,068
Keystone Financial Planning Inc	[2026-06-30]	SOLE	0	165,273
Davenport & Company LLC	[2026-06-30]	SOLE	133,732	139,813
Poehling Capital Management Inc	[2026-06-30]	SOLE	0	119,094
Butensky & Cohen Financial Security Inc	[2026-06-30]	SOLE	113,888	113,888
Hennessy Advisors Inc	[2026-06-30]	SOLE	102,700	102,700
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	14,792	97,321
First Bank & Trust	[2026-06-30]	SOLE	71,346	71,346
CWA Asset Management Group LLC	[2026-06-30]	SOLE	850	71,243
Uncommon Cents Investing LLC	[2026-06-30]	SOLE	0	56,690
HF Advisory Group LLC	[2026-06-30]	SOLE	0	55,111
Fulton Bank NA	[2026-06-30]	SOLE	47,462	47,462
Range Financial Group LLC	[2026-06-30]	SOLE	0	43,725
Wealth Science Advisors LLC	[2026-06-30]	SOLE	0	41,968
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	40,969	40,969
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	37,513
Perpetual Ltd	[2026-06-30]	DFND	30,483	30,483
Mitchell & PAHL Private Wealth LLC	[2026-06-30]	SOLE	27,111	27,111
Brookstone Capital Management	[2026-06-30]	SOLE	0	26,425
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	25,352	25,352
Ipswich Investment Management Co Inc	[2026-06-30]	SOLE	25,000	25,000
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	24,172	24,172
Applied Capital LLC/FL	[2026-06-30]	SOLE	0	23,406
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	22,706
Merit Financial Group LLC	[2026-06-30]	SOLE	0	19,415
IFP Advisors LLC	[2026-06-30]	SOLE	19,409	19,409
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": 218968046, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

328834381