Over 5000 Investors Portfolio

Portfolio Latest Update

NAMEFILING DATE
AMJ Financial Wealth Management2021-05-07
SALESFORCE.COM, INC. (CRM)2021-05-07
White Lighthouse Investment Management Inc.2021-05-07
LYELL WEALTH MANAGEMENT, LP2021-05-07
CUTLER INVESTMENT COUNSEL LLC2021-05-07
Sound Financial Strategies Group, LLC2021-05-07
HUTCHINSON CAPITAL MANAGEMENT/CA2021-05-07
ALLEGHANY CORP /DE (Y)2021-05-07
Gerber Kawasaki Wealth & Investment Management2021-05-07
Malaga Cove Capital, LLC2021-05-07
CANNELL PETER B & CO INC2021-05-07
HARVARD MANAGEMENT CO INC2021-05-07
PZENA INVESTMENT MANAGEMENT LLC2021-05-07
LJ TRUST Co LLC2021-05-07
CLAUDIA M.P. BATLLE, CRP (R) LLC2021-05-07
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO2021-05-07
ELEMENT POINTE ADVISORS, LLC2021-05-07
Robertson Stephens Wealth Management, LLC2021-05-07
Westchester Capital Management, Inc.2021-05-07
APPLETON GROUP, LLC2021-05-07
Ninety One UK Ltd2021-05-07
RAMSEY QUANTITATIVE SYSTEMS2021-05-07
DOLIVER ADVISORS, LP2021-05-07
Ninety One SA (PTY) Ltd2021-05-07
Ninety One North America, Inc.2021-05-07
Mengis Capital Management, Inc.2021-05-07
TOBIAS FINANCIAL ADVISORS, INC.2021-05-07
BRASADA CAPITAL MANAGEMENT, LP2021-05-07
Kathmere Capital Management LLC2021-05-07
BNP PARIBAS ARBITRAGE, SA2021-05-07
Capco Asset Management, LLC2021-05-07
OAKVIEW CAPITAL MANAGEMENT, L.P.2021-05-07
Mariner LLC2021-05-07
Ironsides Asset Advisors, LLC2021-05-07
Copperleaf Capital, LLC2021-05-07
ABSHER WEALTH MANAGEMENT, LLC2021-05-07
Cambridge Investment Research Advisors, Inc.2021-05-07
Tweedy Browne Co LLC2021-05-07
Strategic Wealth Advisors Group, LLC2021-05-07
TRUST CO OF VIRGINIA /VA2021-05-07
KAHN BROTHERS GROUP INC /DE/2021-05-07
1ST SOURCE BANK2021-05-07
Amica Retiree Medical Trust2021-05-07
Choate Investment Advisors2021-05-07
SMITH ASSET MANAGEMENT GROUP LP2021-05-07
AMICA MUTUAL INSURANCE CO2021-05-07
CONNABLE OFFICE INC2021-05-07
PFG Private Wealth Management, LLC2021-05-07
HARVEY CAPITAL MANAGEMENT INC2021-05-07
VALLEY NATIONAL ADVISERS INC2021-05-07
Cypress Capital Management LLC (WY)2021-05-07
Strategic Financial Planning, Inc.2021-05-07
JNB Advisors LLC2021-05-07
Sowell Financial Services LLC2021-05-07
DAVIDSON TRUST CO2021-05-07
Jackson Hole Capital Partners, LLC2021-05-07
BEACH INVESTMENT COUNSEL INC/PA2021-05-07
Reynders McVeigh Capital Management, LLC2021-05-07
CHECK CAPITAL MANAGEMENT INC/CA2021-05-07
NICOLA WEALTH MANAGEMENT LTD.2021-05-07
EAGLE GLOBAL ADVISORS LLC2021-05-07
ALPS ADVISORS INC2021-05-07
Kingfisher Capital LLC2021-05-07
DAVIDSON INVESTMENT ADVISORS2021-05-07
Meridian Wealth Management, LLC2021-05-07
Sturgeon Ventures LLP2021-05-07
Meridian Wealth Advisors LLC2021-05-07
D.A. DAVIDSON & CO.2021-05-07
CEDAR CAPITAL, LLC2021-05-07
Sanders Capital, LLC2021-05-07
Newport Trust Co2021-05-07
SOUND SHORE MANAGEMENT INC /CT/2021-05-07
Gs Investments, Inc.2021-05-07
ALTFEST L J & CO INC2021-05-07
Broad Peak Investment Holdings Ltd.2021-05-07
OLD SECOND NATIONAL BANK OF AURORA2021-05-07
Intermede Investment Partners Ltd2021-05-07
TradeLink Capital LLC2021-05-07
Ninepoint Partners LP2021-05-07
KEYBANK NATIONAL ASSOCIATION/OH2021-05-07
CTC LLC2021-05-07
Prime Capital Investment Advisors, LLC2021-05-07
CCM INVESTMENT ADVISERS LLC2021-05-07
NORGES BANK2021-05-07
PNC FINANCIAL SERVICES GROUP, INC. (PNC, PNC-PP)2021-05-07
AJO, LP2021-05-07
Cryder Capital Partners LLP2021-05-07
Legacy Financial Strategies, LLC2021-05-07
BOSTON FINANCIAL MANGEMENT LLC2021-05-07
AEGON ASSET MANAGEMENT UK PLC2021-05-07
HC Advisors, LLC2021-05-07
Bell Bank2021-05-07
WESCAP Management Group, Inc.2021-05-07
Kelman-Lazarov, Inc.2021-05-07
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.2021-05-07
Contrarius Investment Management Ltd2021-05-07
THOMPSON SIEGEL & WALMSLEY LLC2021-05-07
Vision Capital Corp2021-05-07
Sailer Financial LLC2021-05-07
Geo Capital Gestora de Recursos Ltd2021-05-07
Keystone Financial Planning, Inc.2021-05-07
Cambridge Financial Group, Inc.2021-05-07
Growth Interface Management LLC2021-05-07
Swiss National Bank2021-05-07
CQS (US), LLC2021-05-07
Courant Investment Management LLC2021-05-07
ASAHI LIFE ASSET MANAGEMENT CO., LTD.2021-05-07
Summit Asset Management, LLC2021-05-07
Millennium TVP Management Co., LLC2021-05-07
L1 Capital Pty Ltd2021-05-07
DELPHI FINANCIAL GROUP, INC.2021-05-07
ERTS Wealth Advisors, LLC2021-05-07
WealthNavi Inc.2021-05-07
Sumitomo Mitsui DS Asset Management Company, Ltd2021-05-07
Crystal Rock Capital Management2021-05-07
Main Street Research LLC2021-05-07
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC2021-05-07
Green Court Capital Management Ltd2021-05-07
Summit Place Financial Advisors, LLC2021-05-07
BOSTON FAMILY OFFICE LLC2021-05-07
Kistler-Tiffany Companies, LLC2021-05-07
GOULD ASSET MANAGEMENT LLC /CA/2021-05-07
CLIFFORD SWAN INVESTMENT COUNSEL LLC2021-05-07
Capital Wealth Alliance, LLC2021-05-07
Trellis Advisors, LLC2021-05-07
BRIGHTON JONES LLC2021-05-07
Radnor Financial Advisors, LLC2021-05-07
North Growth Management Ltd.2021-05-07
WEBSTER BANK, N. A.2021-05-07
CARDEROCK CAPITAL MANAGEMENT INC2021-05-07
Versant Venture Management LLC2021-05-07
FIFTH THIRD BANCORP (FITB;FITBI;FITBO;FITBP)2021-05-07
LINCLUDEN MANAGEMENT LTD2021-05-06
KAYNE ANDERSON CAPITAL ADVISORS LP2021-05-06
Johnson & Johnson Innovation - JJDC, Inc.2021-05-06
Jenson Investment Management2021-05-06
USA Financial Portformulas Corp2021-05-06
Harvest Investment Services, LLC2021-05-06
Dougherty Wealth Advisers LLC2021-05-06
Matrix Trust Co2021-05-06
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC2021-05-06
Estate Counselors, LLC2021-05-06
Sigma Planning Corp2021-05-06
AJ WEALTH STRATEGIES LLC2021-05-06
CADINHA & CO LLC2021-05-06
ROBERTS GLORE & CO INC /IL/2021-05-06
PARNASSUS INVESTMENTS /CA2021-05-06
Baltimore-Washington Financial Advisors, Inc.2021-05-06
GIRARD PARTNERS LTD.2021-05-06
Trivest Advisors Ltd2021-05-06