Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
---|
Name | Title | City, State | Date |
---|---|---|---|
Scott L. Comeau | Chief Compliance Officer | Vernon Hills, Illinois | 8/1/2024 |
Name | Holdings Value | Location | File Number |
---|---|---|---|
LPL Financial LLC | $200B | San Diego, CA | 028-12526 |
NATIXIS ADVISORS, LLC | $45.9B | Boston, MA | 028-05788 |
Clark Capital Management Group, Inc. | $13.6B | Philadelphia, PA | 028-11680 |
Madison Asset Management, LLC | $8.08B | Madison, WI | 028-10986 |
MANAGED ASSET PORTFOLIOS, LLC | $675M | Rochester, MI | 028-16090 |
Num | Name | File Number |
---|---|---|
1 | Baxter Credit Union | 028-23706 |