Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Shaker Financial Services LLC	[2026-06-30]	SOLE	256,784	259,227
Franklin Street Advisors Inc /NC	[2026-06-30]	DFND	110,310	150,334
Cohen Klingenstein LLC	[2026-06-30]	SOLE	114,690	114,690
PMG Family Office LLC	[2026-06-30]	SOLE	0	72,615
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	57,000	70,993
Centurion Wealth Management LLC	[2026-06-30]	SOLE	0	52,043
Camelot Portfolios LLC	[2026-06-30]	SOLE	45,400	45,400
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	44,798	44,798
David J Yvars Group	[2026-06-30]	SOLE	41,827	41,827
Integrated Capital Management Inc	[2026-06-30]	SOLE	0	39,400
Decision Investments Inc	[2026-06-30]	SOLE	0	22,590
Certified Advisory Corp	[2026-06-30]	SOLE	0	22,154
Sowell Financial Services LLC	[2026-06-30]	SOLE	18,259	18,259
Worth Asset Management LLC	[2026-06-30]	SOLE	15,870	15,870
Howard Financial Services Ltd	[2026-06-30]	SOLE	0	10,865
Davenport & Company LLC	[2026-06-30]	SOLE	10,020	10,020
Corecap Advisors LLC	[2026-06-30]	SOLE	0	3,150
City Holding Co	[2026-06-30]	SOLE	2,250	2,250
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	1,925	1,925
Vermillion Wealth Management Inc	[2026-06-30]	SOLE	0	747
IFP Advisors LLC	[2026-06-30]	SOLE	613	613
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	407
CX Institutional	[2026-06-30]	SOLE	0	250
Park Avenue Securities LLC	[2026-06-30]	SOLE	0	210
Decker Retirement Planning Inc	[2026-06-30]	SOLE	0	204
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	100
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": 218523668, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

328122536