CBZ
CBIZ, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Tokio Marine Asset Management Co Ltd | $4.8M | 87.2K | 0.14% | New Position |
Wealth Enhancement Advisory Services, Llc | $4.6M | 83.1K | 0.01% | -28.4% |
Transmarket Holdings Lp | $1.9M | 34.9K | 1.07% | New Position |
Schneider Downs Wealth Management Advisors, Lp | $1.2M | 22.6K | 0.11% | -3.0% |
Mogy Joel R Investment Counsel Inc | $872K | 16.0K | 0.05% | New Position |
Quadrant Capital Group Llc | $662K | 12.1K | 0.02% | Unchanged |
Inspire Investing, Llc | $635K | 11.6K | 0.03% | -44.8% |
Norden Group Llc | $626K | 11.5K | 0.05% | +7.8% |
Oakmont Investment Advisors, Inc. | $606K | 11.1K | 0.41% | New Position |
Evergreen Capital Management Llc | $548K | 10.0K | 0.01% | Unchanged |
Helium Advisors Llc | $443K | 8.1K | 0.39% | -43.4% |
Mgo One Seven Llc | $295K | 5.4K | 0.00% | New Position |
Ifrah Financial Services, Inc. | $252K | 4.6K | 0.06% | New Position |
Revolve Wealth Partners, Llc | $233K | 4.3K | 0.02% | New Position |
Laurel Oak Wealth Management, Llc | $231K | 4.2K | 0.03% | New Position |
Rockwood Wealth Management, Llc | $219K | 4.0K | 0.01% | New Position |
Versant Capital Management, Inc | $191K | 3.5K | 0.02% | -0.3% |
Fny Investment Advisers, Llc | $164K | 3.0K | 0.04% | New Position |
Signaturefd, Llc | $145K | 2.7K | 0.00% | +4.4% |
Nisa Investment Advisors, Llc | $144K | 2.6K | 0.00% | +12.8% |
Gamma Investing Llc | $111K | 2.0K | 0.00% | +5.8% |
State Of Alaska, Department Of Revenue | $93K | 1.7K | 0.00% | -51.7% |
Trust Co Of Vermont | $90K | 1.6K | 0.00% | Unchanged |
Kbc Group Nv | $88K | 1.6K | 0.00% | Unchanged |
Sterling Capital Management Llc | $53K | 964 | 0.00% | -2.8% |
Farther Finance Advisors, Llc | $50K | 913 | 0.00% | -4.8% |
Pinnacle Wealth Planning Services, Inc. | $28K | 514 | 0.00% | Unchanged |
Trust Co | $27K | 500 | 0.00% | Unchanged |
North Point Portfolio Managers Corp/Oh | $27K | 485 | 0.00% | New Position |
Owl Creek Wealth Partners Llc | $21K | 390 | 0.01% | Unchanged |
Nvest Wealth Strategies, Inc. | $18K | 325 | 0.01% | Unchanged |
Parkside Financial Bank & Trust | $17K | 314 | 0.00% | -80.7% |
Harbor Capital Advisors, Inc. | $14K | 258 | 0.00% | -25.4% |
Td Waterhouse Canada Inc. | $11K | 200 | 0.00% | New Position |
Private Wealth Management Group, Llc | $8K | 155 | 0.00% | -7.7% |
Essential Partners Llc | $8K | 152 | 0.00% | -58.9% |
Sjs Investment Consulting Inc. | $3K | 61 | 0.00% | +10.9% |
Sbi Securities Co., Ltd. | $3K | 57 | 0.00% | +1040.0% |
True Wealth Design, Llc | $3K | 56 | 0.00% | -50.9% |
Root Financial Partners, Llc | $3K | 56 | 0.00% | New Position |
Corecap Advisors, Llc | $2K | 35 | 0.00% | Unchanged |
Blue Trust, Inc. | $2K | 31 | 0.00% | Unchanged |
Manchester Capital Management Llc | $1K | 22 | 0.00% | Unchanged |
Pension & Wealth Management Advisors, Inc. | $438 | 8 | 0.00% | New Position |
Assetmark, Inc | $273 | 5 | 0.00% | New Position |
Ifp Advisors, Inc | $164 | 3 | 0.00% | -94.1% |
James T. Borello Ria | $164 | 3 | 0.00% | Unchanged |
Capital Advisors, Ltd. Llc | $0 | 2 | 0.00% | New Position |