Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Hennessy Advisors Inc	[2026-06-30]	SOLE	1,237,254	1,237,254
Silverberg Bernstein Capital Management LLC	[2026-06-30]	SOLE	0	793,028
Howard Financial Services Ltd	[2026-06-30]	SOLE	0	80,000
Range Financial Group LLC	[2026-06-30]	SOLE	0	56,353
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,730	30,651
Tactive Advisors LLC	[2026-06-30]	SOLE	21,845	21,845
Independent Financial Group LLC	[2026-06-30]	SOLE	0	20,500
Regent Peak Wealth Advisors LLC	[2026-06-30]	SOLE	11,860	11,860
State of Alaska, Department of Revenue	[2026-06-30]	SOLE	4,498	4,498
Versant Capital Management Inc	[2026-06-30]	SOLE	1,546	1,546
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,139
MassMutual Private Wealth & Trust, FSB	[2026-06-30]	SOLE	723	723
Corecap Advisors LLC	[2026-06-30]	SOLE	0	468
Torren Management LLC	[2026-06-30]	SOLE	0	431
Gamma Investing LLC	[2026-06-30]	DFND	355	355
Fortitude Family Office LLC	[2026-06-30]	SOLE	131	131
Farmers & Merchants Investments Inc	[2026-06-30]	SOLE	93	93
True Wealth Design LLC	[2026-06-30]	SOLE	0	67
IFP Advisors, Inc	[2026-06-30]	SOLE	32	32
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", "update_card": "/update-card"}

{"uid": 211415888, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

314108545