CBIZ
CBZ
Stock Holding History
Fenimore Asset Management
Cobleskill, New York
$4.83B AUM
9.09%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
HHM Wealth Advisors
Chattanooga, Tennessee
$994M AUM
23.11%
1-Year Est. Return
Versant Capital Management
Phoenix, Arizona
$1.12B AUM
34.21%
1-Year Est. Return
Curated Wealth Partners
El Segundo, California
$774M AUM
5.71%
1-Year Est. Return
GAMMA Investing
Foster City, California
$2.69B AUM
42.78%
1-Year Est. Return
Trust Company
Manhattan, Kansas
$1.11B AUM
13.1%
1-Year Est. Return
Nvest Wealth Strategies
Powell, Ohio
$159M AUM
CoreCap Advisors
Southfield, Michigan
$3.39B AUM
31.21%
1-Year Est. Return