Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
Addis & Hill, Inc 2024 Q3 10/28/2024, 02:35 PM
Nalanda India Fund LTD 2024 Q3 10/28/2024, 02:33 PM
Campbell Wealth Management 2024 Q3 10/28/2024, 02:31 PM
Nalanda India Equity Fund Ltd 2024 Q3 10/28/2024, 02:30 PM
LOWE BROCKENBROUGH & CO INC 2024 Q3 10/28/2024, 02:29 PM
CAMBIAR INVESTORS LLC 2024 Q3 10/28/2024, 02:27 PM
ROANOKE ASSET MANAGEMENT CORP/ NY 2024 Q3 10/28/2024, 02:26 PM
Juniper Hill Capital Management LP 2024 Q3 10/28/2024, 02:25 PM
P.A.W. CAPITAL CORP 2024 Q3 10/28/2024, 02:24 PM
HIGHLINE WEALTH PARTNERS LLC 2024 Q1 10/28/2024, 02:16 PM
Atlas Financial Advisors, Inc. 2024 Q3 10/28/2024, 02:12 PM
Strategic Financial Partners, Ltd. 2024 Q3 10/28/2024, 02:02 PM
O'ROURKE & COMPANY, Inc 2024 Q3 10/28/2024, 01:29 PM
Cordatus Wealth Management LLC 2024 Q3 10/28/2024, 01:27 PM
United Asset Strategies, Inc. 2024 Q3 10/28/2024, 01:24 PM
HIGHLINE WEALTH PARTNERS LLC 2024 Q2 10/28/2024, 01:24 PM
Whelan Financial 2024 Q3 10/28/2024, 01:22 PM
AustralianSuper Pty Ltd 2024 Q3 10/28/2024, 01:14 PM
Rosenberg Matthew Hamilton 2024 Q3 10/28/2024, 01:10 PM
US BANCORP \DE\ 2024 Q3 10/28/2024, 01:05 PM
AMF Tjanstepension AB 2024 Q3 - Restatement 10/28/2024, 12:53 PM
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2024 Q3 10/28/2024, 12:52 PM
Fairfield Financial Advisors, LTD 2024 Q3 10/28/2024, 12:50 PM
Helikon Investments Ltd 2024 Q3 10/28/2024, 12:44 PM
Old North State Wealth Management, LLC 2023 Q4 10/28/2024, 12:43 PM
Old North State Wealth Management, LLC 2023 Q3 10/28/2024, 12:41 PM
IRON Financial LLC 2024 Q3 10/28/2024, 12:41 PM
Old North State Wealth Management, LLC 2023 Q2 10/28/2024, 12:40 PM
Old North State Wealth Management, LLC 2023 Q1 10/28/2024, 12:38 PM
Tilson Financial Group, Inc. 2024 Q3 - Restatement 10/28/2024, 12:22 PM
Palliser Capital (UK) Ltd 2024 Q3 10/28/2024, 12:21 PM
CAPITAL ADVISORS INC/OK 2024 Q3 10/28/2024, 12:20 PM
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 2024 Q3 10/28/2024, 12:17 PM
Ashford Advisors, LLC 2024 Q3 10/28/2024, 12:13 PM
DURANTE & WATERS, LLC 2024 Q3 10/28/2024, 12:06 PM
Wealth Forward, LLC 2024 Q3 10/28/2024, 12:05 PM
John W. Brooker & Co., CPAs 2024 Q3 10/28/2024, 12:00 PM
Buttonwood Financial Advisors Inc. 2024 Q3 10/28/2024, 11:40 AM
Oceanside Advisors LLC 2024 Q3 10/28/2024, 11:36 AM
Red Tortoise LLC 2024 Q3 10/28/2024, 11:10 AM
GraniteShares Advisors LLC 2024 Q3 10/28/2024, 11:07 AM
TRITONPOINT WEALTH, LLC 2024 Q3 10/28/2024, 11:03 AM
Forza Wealth Management, LLC 2024 Q3 10/28/2024, 11:03 AM
Cambridge Investment Research Advisors, Inc. 2024 Q3 10/28/2024, 11:01 AM
JABODON PT CO 2024 Q3 10/28/2024, 10:53 AM
QVR LLC 2024 Q3 10/28/2024, 10:43 AM
DAVIS-REA LTD. 2024 Q3 10/28/2024, 10:41 AM
Tilson Financial Group, Inc. 2024 Q3 10/28/2024, 10:14 AM
MEITAV INVESTMENT HOUSE LTD 2024 Q3 10/28/2024, 10:13 AM
Texas County & District Retirement System 2024 Q3 10/28/2024, 10:12 AM
Oldfather Financial Services, LLC 2024 Q3 10/28/2024, 09:58 AM
BANK HAPOALIM BM 2024 Q3 10/28/2024, 09:32 AM
Nikulski Financial, Inc. 2024 Q3 10/28/2024, 09:23 AM
Sippican Capital Advisors 2024 Q3 10/28/2024, 09:17 AM
HM PAYSON & CO 2024 Q3 10/28/2024, 09:12 AM
Austin Wealth Management, LLC 2024 Q3 10/28/2024, 09:02 AM
Pacific Life Fund Advisors LLC 2024 Q3 10/28/2024, 09:00 AM
CONGRESS ASSET MANAGEMENT CO /MA 2024 Q3 10/28/2024, 08:56 AM
Palumbo Wealth Management LLC 2024 Q3 10/28/2024, 08:40 AM
Bpifrance SA 2024 Q3 10/28/2024, 08:37 AM
PETRA FINANCIAL ADVISORS INC 2024 Q3 10/28/2024, 08:35 AM
Goldstone Financial Group, LLC 2024 Q3 10/28/2024, 08:00 AM
E Fund Management (Hong Kong) Co., Ltd. 2024 Q3 10/28/2024, 06:51 AM
Ayalon Insurance Comp Ltd. 2024 Q3 10/28/2024, 06:01 AM
Tanglewood Wealth Management, Inc. 2024 Q3 10/25/2024, 06:23 PM
Vinland Capital Management Gestora de Recursos LTDA. 2024 Q3 10/25/2024, 06:23 PM
Measured Wealth Private Client Group, LLC 2024 Q3 10/25/2024, 05:54 PM
CATALYST FINANCIAL PARTNERS LLC 2024 Q3 10/25/2024, 05:50 PM
Tevis Investment Management 2024 Q3 10/25/2024, 05:49 PM
a16z Perennial Management, L.P. 2024 Q3 10/24/2024, 07:06 PM
Cornerstone Wealth Advisors, Inc. 2024 Q3 10/24/2024, 06:11 PM
abrdn plc 2024 Q3 10/24/2024, 06:26 PM
SFE Investment Counsel 2024 Q3 10/24/2024, 06:14 PM
JFS WEALTH ADVISORS, LLC 2024 Q3 10/25/2024, 05:27 PM
Intelligent Financial Strategies 2024 Q3 10/25/2024, 05:22 PM
SteelPeak Wealth, LLC 2024 Q3 10/25/2024, 05:20 PM
Sunburst Financial Group, LLC 2024 Q3 10/25/2024, 05:03 PM
DIVERSIFY WEALTH MANAGEMENT, LLC 2024 Q3 10/25/2024, 05:03 PM
ADE, LLC 2024 Q3 10/25/2024, 05:02 PM
PINNACLE ASSOCIATES LTD 2024 Q3 10/25/2024, 05:01 PM
First Trust Direct Indexing L.P. 2024 Q3 10/25/2024, 05:01 PM
TANDEM CAPITAL MANAGEMENT CORP /ADV 2024 Q3 - Restatement 10/25/2024, 05:00 PM
Seaside Wealth Management, Inc. 2024 Q3 10/25/2024, 05:00 PM
FIDUCIENT ADVISORS LLC 2024 Q3 10/25/2024, 05:00 PM
Stephenson & Company, Inc. 2024 Q3 10/25/2024, 04:58 PM
IRIDIAN ASSET MANAGEMENT LLC/CT 2024 Q3 10/25/2024, 04:53 PM
Strategic Financial Planning, Inc. 2024 Q3 10/25/2024, 04:41 PM
OLD REPUBLIC INTERNATIONAL CORP 2024 Q3 10/25/2024, 04:40 PM
Roubaix Capital, LLC 2024 Q3 10/25/2024, 04:30 PM
HIGHLINE WEALTH PARTNERS LLC 2024 Q3 10/25/2024, 04:25 PM
Creekmur Asset Management LLC 2024 Q3 10/25/2024, 04:25 PM
Your Advocates Ltd., LLP 2024 Q3 10/25/2024, 04:24 PM
GSB Wealth Management, LLC 2024 Q3 10/25/2024, 04:24 PM
INDUSTRY VENTURES, L.L.C. 2024 Q3 10/25/2024, 04:17 PM
AMI ASSET MANAGEMENT CORP 2024 Q3 10/25/2024, 04:16 PM
ADAMS NATURAL RESOURCES FUND, INC. 2024 Q3 10/25/2024, 04:11 PM
Trajan Wealth LLC 2024 Q3 10/25/2024, 04:08 PM
ADAMS DIVERSIFIED EQUITY FUND, INC. 2024 Q3 10/25/2024, 04:05 PM
EMORY UNIVERSITY 2024 Q3 10/25/2024, 04:04 PM
Pathway Financial Advisers, LLC 2024 Q3 - Restatement 10/25/2024, 04:02 PM