CSM(CSM)
CSM
$87.81—Stale · unknown old
USBATS • Last print unknown ago
$87.81—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 835.85K | Jun 30, 26 | +11.16K | 14.15% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 382.41K | Jun 30, 26 | +1.49K | 6.47% |
| LPL Financial LLC | 254.98K | Jun 30, 26 | -37.12K | 4.32% |
| B. Riley Wealth Advisors, Inc. | 162.84K | Jun 30, 26 | -1.69K | 2.76% |
| Waterfront Wealth Inc. | 140.87K | Jun 30, 26 | +6.59K | 2.38% |
| Onyx Bridge Wealth Group LLC | 114.93K | Jun 30, 26 | -133 | 1.95% |
| ENVESTNET ASSET MANAGEMENT INC | 95.56K | Jun 30, 26 | -4.14K | 1.62% |
| STIFEL FINANCIAL CORP | 93.07K | Jun 30, 26 | -9.08K | 1.58% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 85.75K | Jun 30, 26 | -891 | 1.45% |
| WELLS FARGO & COMPANY/MN | 70.16K | Jun 30, 26 | -88 | 1.19% |
| BANK OF AMERICA CORP /DE/ | 63.27K | Jun 30, 26 | -2.10K | 1.07% |
| Bank of New York Mellon Corp | 61.73K | Jun 30, 26 | -675 | 1.04% |
| Mutual Advisors, LLC | 52.32K | Jun 30, 26 | -20 | 0.89% |
| Legacy Private Trust Co. | 51.53K | Jun 30, 26 | -2.34K | 0.87% |
| HighPoint Advisor Group LLC | 49.13K | Jun 30, 26 | +118 | 0.83% |
| RAYMOND JAMES FINANCIAL INC | 48.30K | Jun 30, 26 | -108 | 0.82% |
| GILL CAPITAL PARTNERS, LLC | 43.67K | Jun 30, 26 | -1.39K | 0.74% |
| ADVISOR GROUP HOLDINGS, INC. | 42.37K | Jun 30, 26 | +5.84K | 0.72% |
| MANCHESTER FINANCIAL INC | 34.82K | Jun 30, 26 | +3.33K | 0.59% |
| Kestra Advisory Services, LLC | 34.28K | Jun 30, 26 | -1.26K | 0.58% |
| Baird Financial Group, Inc. | 33.14K | Jun 30, 26 | -920 | 0.56% |
| Cetera Investment Advisers | 32.59K | Jun 30, 26 | -670 | 0.55% |
| Cerity Partners LLC | 29.66K | Jun 30, 26 | -81 | 0.50% |
| Duncan Williams Asset Management, LLC | 29.28K | Jun 30, 26 | +10 | 0.50% |
| HCR Wealth Advisors | 25.71K | Jun 30, 26 | -- | 0.44% |
| MERCER GLOBAL ADVISORS INC /ADV | 21.52K | Jun 30, 26 | -19.89K | 0.36% |
| Merit Financial Group, LLC | 19.74K | Jun 30, 26 | +2.48K | 0.33% |
| CreativeOne Wealth, LLC | 19.58K | Jun 30, 26 | +213 | 0.33% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 19.38K | Jun 30, 26 | -332 | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.71K | Jun 30, 26 | +9.38K | 0.32% |
| Cambridge Investment Research Advisors, Inc. | 18.71K | Jun 30, 26 | -620 | 0.32% |
| Patten Group, Inc. | 17.56K | Jun 30, 26 | -5.39K | 0.30% |
| HRT FINANCIAL LP | 14.47K | Jun 30, 26 | +14.47K | 0.24% |
| Elmwood Wealth Management, Inc. | 13.88K | Jun 30, 26 | -- | 0.23% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 13.74K | Jun 30, 26 | -- | 0.23% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13.55K | Jun 30, 26 | -- | 0.23% |
| Rockefeller Capital Management L.P. | 12.51K | Jun 30, 26 | -79 | 0.21% |
| ROYAL BANK OF CANADA | 12.43K | Jun 30, 26 | -2.72K | 0.21% |
| WEDBUSH SECURITIES INC | 11.85K | Jun 30, 26 | -938 | 0.20% |
| SeaCrest Wealth Management, LLC | 10.19K | Jun 30, 26 | -475 | 0.17% |
| Navis Wealth Advisors, LLC | 9.90K | Jun 30, 26 | -440 | 0.17% |
| Prosperity Financial Group, Inc. | 9.48K | Jun 30, 26 | -400 | 0.16% |
| Prospera Financial Services Inc | 9.34K | Jun 30, 26 | -66 | 0.16% |
| QTR Family Wealth, LLC | 8.90K | Jun 30, 26 | -117 | 0.15% |
| MAI Capital Management | 8.67K | Jun 30, 26 | -- | 0.15% |
| Steward Partners Investment Advisory, LLC | 7.64K | Jun 30, 26 | -426 | 0.13% |
| FMR LLC | 7.41K | Jun 30, 26 | -- | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.28K | Jun 30, 26 | -788 | 0.12% |
| OPPENHEIMER & CO INC | 7.24K | Jun 30, 26 | -73 | 0.12% |
| Empower Advisory Group, LLC | 7.03K | Jun 30, 26 | -- | 0.12% |
| MML INVESTORS SERVICES, LLC | 6.84K | Jun 30, 26 | +1.41K | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.74K | Jun 30, 26 | -954 | 0.11% |
| JPMORGAN CHASE & CO | 6.68K | Jun 30, 26 | +3.19K | 0.11% |
| Bienville Capital Management, LLC | 6.60K | Jun 30, 26 | -- | 0.11% |
| J.W. COLE ADVISORS, INC. | 6.36K | Jun 30, 26 | +5 | 0.11% |
| WealthPLAN Partners, LLC | 6.14K | Jun 30, 26 | +1 | 0.10% |
| Soundwatch Capital LLC | 5.99K | Jun 30, 26 | +196 | 0.10% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.61K | Jun 30, 26 | -- | 0.09% |
| Commonwealth Financial Services, LLC | 5.33K | Jun 30, 26 | -- | 0.09% |
| Mariner, LLC | 5.20K | Jun 30, 26 | +1.20K | 0.09% |
| Perennial Investment Advisors, LLC | 5.00K | Jun 30, 26 | -- | 0.08% |
| Kelman-Lazarov, Inc. | 4.80K | Jun 30, 26 | -- | 0.08% |
| Clearstead Advisors, LLC | 4.75K | Jun 30, 26 | -- | 0.08% |
| Financial Engines Advisors L.L.C. | 4.40K | Jun 30, 26 | -- | 0.07% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.26K | Jun 30, 26 | +144 | 0.07% |
| STEPHENS INC /AR/ | 4.22K | Jun 30, 26 | -- | 0.07% |
| Intrua Financial, LLC | 4.16K | Jun 30, 26 | -330 | 0.07% |
| NewEdge Advisors, LLC | 4.14K | Jun 30, 26 | +11 | 0.07% |
| Wealthcare Advisory Partners LLC | 4.03K | Jun 30, 26 | -14 | 0.07% |
| Cresset Asset Management, LLC | 3.98K | Jun 30, 26 | +10 | 0.07% |
| Werba Rubin Papier Wealth Management | 3.47K | Jun 30, 26 | +9 | 0.06% |
| LeClair Wealth Partners LLC | 3.43K | Jun 30, 26 | +3.43K | 0.06% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.36K | Jun 30, 26 | -- | 0.06% |
| CALDWELL SUTTER CAPITAL, INC. | 3.33K | Jun 30, 26 | -- | 0.06% |
| Equitable Holdings, Inc. | 3.27K | Jun 30, 26 | -110 | 0.06% |
| WEALTH EFFECTS LLC | 3.20K | Jun 30, 26 | -- | 0.05% |
| Harvest Investment Services, LLC | 2.94K | Jun 30, 26 | +2.94K | 0.05% |
| EVERMAY WEALTH MANAGEMENT LLC | 2.94K | Jun 30, 26 | -1.20K | 0.05% |
| FIFTH THIRD BANCORP | 2.85K | Jun 30, 26 | -- | 0.05% |
| Advisory Services Network, LLC | 2.75K | Jun 30, 26 | -128 | 0.05% |
| JBR Co Financial Management Inc | 2.72K | Jun 30, 26 | -60 | 0.05% |
| Sequent Planning LLC | 2.66K | Jun 30, 26 | +2.66K | 0.05% |
| Focus Financial Network, Inc. | 2.64K | Jun 30, 26 | +2.64K | 0.04% |
| RDA Financial Network | 2.55K | Jun 30, 26 | +2.55K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.46K | Jun 30, 26 | +2.46K | 0.04% |
| BANK OF MONTREAL /CAN/ | 2.14K | Jun 30, 26 | -- | 0.04% |
| PRIVATE TRUST CO NA | 1.99K | Jun 30, 26 | -588 | 0.03% |
| US BANCORP \DE\ | 1.75K | Jun 30, 26 | +1.04K | 0.03% |
| HHM Wealth Advisors, LLC | 1.64K | Jun 30, 26 | -- | 0.03% |
| Integrated Wealth Concepts LLC | 1.45K | Jun 30, 26 | +1.45K | 0.02% |
| Sage Mountain Advisors LLC | 1.10K | Jun 30, 26 | -- | 0.02% |
| JNBA Financial Advisors | 1.01K | Jun 30, 26 | -5 | 0.02% |
| IFG Advisory, LLC | 1.01K | Jun 30, 26 | +1.01K | 0.02% |
| First Pacific Financial | 449 | Jun 30, 26 | -11 | 0.01% |
| Silver Grove Financial Group, Inc. | 412 | Jun 30, 26 | +412 | 0.01% |
| WPG Advisers, LLC | 352 | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 265 | Jun 30, 26 | -632 | 0.00% |
| West Branch Capital LLC | 207 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 190 | Jun 30, 26 | +190 | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 180 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 145 | Jun 30, 26 | +145 | 0.00% |
| Allworth Financial LP | 76 | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 34 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 4 | Jun 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -2.78K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -2.09K | -- |
| PACIFIC SUN FINANCIAL CORP | -- | Jun 30, 26 | -3.59K | -- |
| Palisades Hudson Asset Management, L.P. | -- | Jun 30, 26 | -2.88K | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -7.10K | -- |
| Abound Wealth Management | -- | Jun 30, 26 | -597 | -- |
| HARBOR INVESTMENT ADVISORY, LLC | -- | Jun 30, 26 | -80 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -194 | -- |
| Silicon Valley Capital Partners | 641 | Mar 31, 26 | +2 | 0.01% |
| COMERICA BANK | 2.85K | Dec 31, 25 | -1.43K | 0.05% |
| ORG Partners LLC | -- | Dec 31, 25 | -181 | -- |
| Apexium Financial, LP | 91.12K | Sep 30, 25 | -3.94K | 1.54% |
| Willow Creek Wealth Management Inc. | 7.39K | Sep 30, 25 | +7.39K | 0.13% |
| Capital Market Strategies LLC | 17.27K | Jun 30, 25 | -3.29K | 0.29% |
| Bison Wealth, LLC | 10.47K | Dec 31, 24 | -300 | 0.18% |
| Raymond James Financial Services Advisors, Inc. | 28.27K | Sep 30, 24 | -178 | 0.48% |
| RAYMOND JAMES & ASSOCIATES | 22.16K | Sep 30, 24 | +2.76K | 0.38% |
| Regis Acquisition Inc. | 19.56K | Jun 30, 24 | -- | 0.33% |
| Cetera Advisors LLC | 7.14K | Mar 31, 24 | +7.14K | 0.12% |
| Cetera Advisor Networks LLC | 6.91K | Mar 31, 24 | -1.31K | 0.12% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 4.40K | Mar 31, 24 | -- | 0.07% |
| FOCUS FINANCIAL NETWORK INC /ADV | 4.14K | Dec 31, 23 | +4.14K | 0.07% |
| AJ WEALTH STRATEGIES, LLC | 30.38K | Jun 30, 23 | -- | 0.51% |
| Endurance Wealth Management, Inc. | 1.46K | Jun 30, 23 | -- | 0.02% |
| Sargent Bickham Lagudis LLC | 346 | Dec 31, 22 | -- | 0.01% |
| American Portfolios Advisors | 17.11K | Sep 30, 22 | +17.11K | 0.29% |
| B. Riley Wealth Management, Inc. | 334.75K | Jun 30, 22 | +46.48K | 5.67% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2.81K | Sep 30, 21 | -142 | 0.05% |
| First Allied Advisory Services, Inc. | 3.88K | Sep 30, 20 | +48 | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 23.45K | Dec 31, 19 | +514 | 0.40% |
| Advisor Group, Inc. | 9.69K | Dec 31, 19 | +41 | 0.16% |
| American Financial Network Advisory Services LLC | 3.60K | Sep 30, 19 | -3.74K | 0.06% |
| Cypress Wealth Advisors LLC | 11.43K | Mar 31, 19 | -770 | 0.19% |
| NEXT Financial Holdings | 114 | Mar 31, 19 | +114 | 0.00% |
| COMERICA SECURITIES INC | 118.20K | Dec 31, 18 | +42.36K | 2.00% |
| Commonwealth Equity Services, Inc | 11.94K | Jun 30, 17 | +7.53K | 0.20% |
| MSI Financial Services Inc | 47.33K | Dec 31, 16 | -5.03K | 0.80% |
| Aston Asset Management, LLC | 119.14K | Jun 30, 16 | -23.50K | 2.02% |
| Carnick & Kubik, LLC | 630 | Mar 31, 16 | +630 | 0.01% |
| Gupta Wealth Management LLC | 154 | Mar 31, 16 | -- | 0.00% |
| Pinnacle Summer Investments, Inc. | 261 | Dec 31, 15 | +205 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 10.54K | Jun 30, 15 | -2.08K | 0.18% |
| NEW ENGLAND SECURITIES CORP /MA/ | 5.26K | Dec 31, 14 | +1.50K | 0.09% |
| Gary Goldberg Planning Services Inc | -- | Dec 31, 14 | -100 | -- |
| UBS AG | 122.22K | Sep 30, 14 | -4.45K | 2.07% |
| Jane Street Holding, LLC | 7.53K | Dec 31, 13 | -36.80K | 0.13% |
| KNIGHT CAPITAL GROUP LLC | 3.69K | Jun 30, 13 | +3.69K | 0.06% |
| First Allied Securities, Inc. | 6.84K | Jun 30, 12 | +1.89K | 0.12% |