Over 5000 Investors Portfolio

Portfolio Latest Update

NAMEFILING DATE
TOMPKINS FINANCIAL CORP (TMP)2021-06-09
Founders Capital Management2021-06-09
Bleichroeder LP2021-06-03
INTRUST BANK NA2021-06-02
REGIONS FINANCIAL CORP (RF)2021-06-02
ADVISOR PARTNERS LLC2021-06-01
Atreides Management LP2021-06-01
PROVIDA PENSION FUND ADMINISTRATOR2021-06-01
Betterment LLC2021-06-01
Financial Management Concept Corp. ADV2021-06-01
Columbia Asset Management2021-05-28
Unified Trust Company, N.A.2021-05-28
SSI INVESTMENT MANAGEMENT LLC2021-05-28
HNP Capital LLC2021-05-28
SCHRODER INVESTMENT MANAGEMENT GROUP2021-05-28
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP2021-05-27
Shellback Capital LP2021-05-27
Bandera Partners LLC2021-05-27
ADAMCAPITAL Gestao de Recursos Ltda.2021-05-27
Fragasso Group Inc.2021-05-27
DROMS STRAUSS ADVISORS INC /MO/ /ADV2021-05-26
NEW SOUTH CAPITAL MANAGEMENT INC2021-05-26
First Dallas Securities Inc.2021-05-26
Rehmann Capital Advisory Group2021-05-26
Cove Street Capital LLC2021-05-25
CAPE ANN SAVINGS BANK2021-05-25
Tikehau Investment Management2021-05-25
Aperture Investors, LLC2021-05-25
Strategic Wealth Partners Ltd.2021-05-24
Greenvale Capital LLP2021-05-24
Silversage Advisors2021-05-24
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2021-05-24
Fiduciary Planning LLC2021-05-24
Advisory Services Network, LLC2021-05-24
Advisory Resource Group2021-05-24
Ratan Capital Management LP2021-05-21
Beaton Management Co. Inc.2021-05-21
CITADEL ADVISORS LLC2021-05-21
GREENLEA LANE CAPITAL MANAGEMENT LLC2021-05-21
Factorial Partners LLC2021-05-21
Glendon Capital Management LP2021-05-21
OAK HILL ADVISORS LP2021-05-21
BEACON INVESTMENT ADVISORY SERVICES, INC.2021-05-21
Nitorum Capital L.P.2021-05-20
Trinity Wealth Management, LLC2021-05-20
Lion Point Capital LP2021-05-19
Blackstone Group Inc (BX)2021-05-19
BAMCO INC /NY/2021-05-19
Pactiv General Employee Benefit Trust2021-05-19
ATLANTA FINANCIAL ASSOCIATES LLC /ADV2021-05-19
FIDUCIARY TRUST CO2021-05-19
Fullen Financial Group2021-05-19
Virtu Financial LLC2021-05-19
JANE STREET GROUP LLC2021-05-18
AMUSSEN HUNSAKER ASSOCIATES LLC2021-05-18
Partners Value Investments LP2021-05-18
Adalta Capital Management LLC2021-05-18
Truvestments Capital LLC2021-05-18
MidWestOne Financial Group Inc. (MOFG)2021-05-18
Samsara BioCapital LLC2021-05-18
Krensavage Asset Management LLC2021-05-18
Makaira Partners LLC2021-05-18
Alta Park Capital LP2021-05-18
COURAGE CAPITAL MANAGEMENT LLC2021-05-18
Engine Capital Management LP2021-05-18
HUTNER CAPITAL MANAGEMENT INC2021-05-18
DEPRINCE RACE & ZOLLO INC2021-05-18
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT Inc.2021-05-18
CARDINAL CAPITAL MANAGEMENT LLC /CT2021-05-18
GLENMEDE TRUST CO NA2021-05-18
Psagot Investment House Ltd.2021-05-18
Plaisance Capital LLC2021-05-18
Westover Capital Advisors LLC2021-05-18
Grandeur Peak Global Advisors LLC2021-05-18
Inscription Capital LLC2021-05-18
Independent Family Office LLC2021-05-18
Principle Wealth Partners LLC2021-05-18
Ameritas Investment Company LLC2021-05-18
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC2021-05-18
Corriente Advisors LLC2021-05-18
Redwood Investment Management LLC2021-05-18
Capital Impact Advisors LLC2021-05-18
Merit Financial Group, LLC2021-05-18
Beacon Pointe Advisors, LLC2021-05-18
Opaleye Management Inc.2021-05-18
Wealth Alliance2021-05-18
FJ Capital Management LLC2021-05-18
Vectors Research Management, LLC2021-05-18
TOMS Capital Investment Management LP2021-05-18
BOWEN HANES & CO INC2021-05-18
NorthCoast Asset Management LLC2021-05-18
American Institute for Advanced Investment Management, LLP2021-05-18
CHIRON CAPITAL MANAGEMENT, LLC2021-05-18
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.2021-05-18
ORLEANS CAPITAL MANAGEMENT CORP/LA2021-05-17
PFM Health Sciences LP2021-05-17
Energy Opportunities Capital Management LLC2021-05-17
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC2021-05-17
TRUIST FINANCIAL CORP 2021-05-17
EP Wealth Advisors LLC2021-05-17
Eudaimonia Partners LLC2021-05-17
Pacific Center for Financial Services2021-05-17
Dorsal Capital Management LLC2021-05-17
KNIGHTSBRIDGE ASSET MANAGEMENT LLC2021-05-17
Parian Global Management LP2021-05-17
JHL Capital Group LLC2021-05-17
TenCore Partners LP2021-05-17
Tikvah Management LLC2021-05-17
SALEM INVESTMENT COUNSELORS INC2021-05-17
Cetera Advisors LLC2021-05-17
Van Cleef Asset Management Inc2021-05-17
Cetera Advisor Networks LLC2021-05-17
SOF Ltd2021-05-17
Scepter Holdings Inc.2021-05-17
SCGE MANAGEMENT LP2021-05-17
LUMINUS MANAGEMENT LLC2021-05-17
Cetera Investment Advisers2021-05-17
Worth Venture Partners LLC2021-05-17
CAHILL FINANCIAL ADVISORS INC2021-05-17
Q Global Advisors LLC2021-05-17
CastleArk Alternatives LLC2021-05-17
NNS Holding2021-05-17
NNS Investments (Cyprus) Ltd2021-05-17
Logos Global Management LP2021-05-17
MARSHALL WACE ASIA Ltd2021-05-17
Fullerton Fund Management Co Ltd.2021-05-17
MOON CAPITAL MANAGEMENT LP2021-05-17
HCSF Management LLC2021-05-17
PACIFIC CAPITAL WEALTH ADVISORS INC2021-05-17
Raging Capital Management LLC2021-05-17
13D Management LLC2021-05-17
VONTOBEL ASSET MANAGEMENT INC2021-05-17
Siris Capital Group LLC2021-05-17
BSW Wealth Partners2021-05-17
ANGELO GORDON & CO. LP2021-05-17
Falcon Edge Capital LP2021-05-17
Knights of Columbus Asset Advisors LLC2021-05-17
TWINBEECH CAPITAL LP2021-05-17
REDWOOD CAPITAL MANAGEMENT LLC2021-05-17
Select Equity Group LP2021-05-17
Centerstone Investors LLC2021-05-17
Conifer Management LLC2021-05-17
ISTHMUS PARTNERS LLC2021-05-17
KENSICO CAPITAL MANAGEMENT CORP2021-05-17
GREAT POINT PARTNERS LLC2021-05-17
Flagship Pioneering Inc.2021-05-17
Moab Capital Partners LLC2021-05-17
Foresite Capital Management I LLC2021-05-17
Global Wealth Management Investment Advisory Inc.2021-05-17
Heard Capital LLC2021-05-17