Latest 13F Portfolio Filings

Since Jul 1, 2025

Investor Period Date Filed
Marks Wealth, LLC 2025 Q2 7/18/2025, 05:17 PM
Montgomery Investment Management Inc 2025 Q2 7/18/2025, 05:16 PM
RK Asset Management, LLC 2025 Q2 7/18/2025, 05:05 PM
Schaeffer Financial LLC 2025 Q2 7/18/2025, 04:58 PM
Washington University 2025 Q2 7/18/2025, 04:48 PM
CHURCHILL MANAGEMENT Corp 2025 Q2 7/18/2025, 04:39 PM
Wiser Wealth Management, Inc 2025 Q2 7/18/2025, 04:36 PM
James B. Fleming Jr 2025 Q2 7/18/2025, 04:29 PM
Ami Asset Management Corp 2025 Q2 7/18/2025, 04:29 PM
Brookmont Capital Management 2025 Q2 7/18/2025, 04:27 PM
Ewa, Llc 2025 Q2 7/18/2025, 04:26 PM
Pinnacle Investment Management Ltd 2025 Q2 7/18/2025, 04:25 PM
FengHe Fund Management Pte. Ltd. 2025 Q2 7/18/2025, 04:24 PM
Pelham Capital Ltd. 2025 Q2 7/18/2025, 04:22 PM
Ridgemont Partners Management, LLC 2025 Q2 - Restatement 7/18/2025, 04:17 PM
Access Financial Services, Inc. 2025 Q2 7/18/2025, 04:13 PM
Ledgewood Wealth Advisors, LLC 2025 Q2 7/18/2025, 04:12 PM
Wildcat Capital Management, LLC 2025 Q2 7/18/2025, 04:09 PM
Northstar Group, Inc. 2025 Q2 7/18/2025, 04:07 PM
SimpliFi, Inc. 2025 Q2 7/18/2025, 04:06 PM
Philip James Wealth Mangement, LLC 2025 Q2 7/18/2025, 04:06 PM
Viewpoint Investment Partners Corp 2025 Q2 7/18/2025, 04:03 PM
Tanager Wealth Management LLP 2025 Q2 7/18/2025, 04:03 PM
McGuire Investment Group, LLC 2025 Q2 7/18/2025, 04:02 PM
Warren Street Wealth Advisors, LLC 2025 Q2 7/18/2025, 04:01 PM
RKL Wealth Management LLC 2025 Q2 7/18/2025, 04:00 PM
Consolidated Planning Corp 2025 Q2 7/18/2025, 03:59 PM
Robeco Institutional Asset Management B.V. 2025 Q2 7/18/2025, 03:59 PM
Clarity Financial LLC 2025 Q2 7/18/2025, 03:57 PM
Cantor Fitzgerald Investment Advisors L.P. 2025 Q2 7/18/2025, 03:57 PM
BSW Wealth Partners 2025 Q2 7/18/2025, 03:56 PM
Woodward Diversified Capital, Llc 2025 Q2 7/18/2025, 03:56 PM
BOCHK Asset Management Ltd 2025 Q2 7/18/2025, 03:49 PM
TPG Advisors LLC 2025 Q2 7/18/2025, 03:48 PM
Hudson Value Partners, LLC 2025 Q2 7/18/2025, 03:44 PM
GEN Financial Management, INC. 2025 Q2 7/18/2025, 03:43 PM
New Wave Wealth Advisors Llc 2025 Q2 7/18/2025, 03:39 PM
Vicus Capital 2025 Q2 7/18/2025, 03:30 PM
Gold Investment Management Ltd. 2025 Q2 7/18/2025, 03:29 PM
Naples Global Advisors, Llc 2025 Q2 7/18/2025, 03:27 PM
Silchester International Investors LLP 2025 Q2 7/18/2025, 03:24 PM
Vert Asset Management LLC 2025 Q2 7/18/2025, 03:17 PM
Parsons Capital Management Inc/Ri 2025 Q2 7/18/2025, 03:15 PM
Astor Investment Management LLC 2025 Q2 7/18/2025, 03:13 PM
Foundry Financial Group, Inc. 2025 Q2 7/18/2025, 03:11 PM
Pure Financial Advisors, LLC 2025 Q2 7/18/2025, 03:01 PM
BloombergSen Inc. 2025 Q2 7/18/2025, 02:41 PM
Community Financial Services Group, LLC 2025 Q2 7/18/2025, 02:35 PM
NRI Wealth Management LC 2025 Q2 7/18/2025, 02:26 PM
Precision Wealth Strategies, LLC 2025 Q2 7/18/2025, 02:24 PM
Cyr Financial Inc. 2025 Q1 - Restatement 7/18/2025, 02:24 PM
TruNorth Capital Management, LLC 2025 Q2 7/18/2025, 02:17 PM
Usa Financial Formulas 2025 Q2 7/18/2025, 02:12 PM
jvl associates llc 2025 Q2 7/18/2025, 02:08 PM
Benchmark Wealth Management, LLC 2025 Q2 7/18/2025, 02:06 PM
B.O.S.S. Retirement Advisors, LLC 2025 Q2 7/18/2025, 02:04 PM
Newman Dignan & Sheerar, Inc. 2025 Q2 7/18/2025, 02:02 PM
Founders Capital Management 2025 Q2 7/18/2025, 02:00 PM
Miller Wealth Advisors, Llc 2025 Q2 7/18/2025, 01:51 PM
Parkwoods Wealth Partners, LLC 2025 Q2 7/18/2025, 01:37 PM
Northeast Financial Group, Inc. 2025 Q2 7/18/2025, 01:37 PM
Cohen Klingenstein LLC 2025 Q2 7/18/2025, 01:26 PM
Meritas Wealth Management, LLC 2025 Q2 7/18/2025, 01:25 PM
Mountain Pacific Investment Advisers Llc 2025 Q2 7/18/2025, 01:23 PM
Heritage Financial Services, LLC 2025 Q2 7/18/2025, 01:19 PM
Madrona Financial Services, LLC 2025 Q2 7/18/2025, 01:19 PM
SOA Wealth Advisors, LLC. 2025 Q2 7/18/2025, 01:18 PM
1623 Capital LLC 2025 Q2 7/18/2025, 12:59 PM
Dogwood Wealth Management LLC 2025 Q2 7/18/2025, 12:58 PM
Client 1 St Advisory Group, Llc 2025 Q2 7/18/2025, 12:57 PM
Vigilare Wealth Management 2025 Q2 7/18/2025, 12:55 PM
Vigilare Wealth Management 2025 Q1 7/18/2025, 12:52 PM
Centricity Wealth Management, LLC 2025 Q2 7/18/2025, 12:52 PM
First Pacific Financial 2025 Q2 7/18/2025, 12:51 PM
Nabity-Jensen Investment Management Inc 2025 Q2 7/18/2025, 12:43 PM
Deltec Asset Management Llc 2025 Q2 7/18/2025, 12:37 PM
Chelsea Counsel Co 2025 Q2 7/18/2025, 12:18 PM
Trilogy Capital Inc. 2025 Q2 7/18/2025, 12:16 PM
QTR Family Wealth, LLC 2025 Q2 7/18/2025, 12:11 PM
Eagle Capital Management, LLC 2025 Q2 7/18/2025, 12:08 PM
Trust Co Of Vermont 2025 Q2 7/18/2025, 12:07 PM
Forbes J M & Co Llp 2025 Q2 7/18/2025, 11:59 AM
Natixis 2025 Q1 - Restatement 7/18/2025, 11:58 AM
SMI Advisory Services, LLC 2025 Q2 7/18/2025, 11:56 AM
BCO Wealth Management LLC 2025 Q2 7/18/2025, 11:54 AM
Ninety One North America, Inc. 2025 Q2 7/18/2025, 11:50 AM
Ninety One SA (PTY) Ltd 2025 Q2 7/18/2025, 11:44 AM
Bartlett & Co. Wealth Management Llc 2025 Q2 7/18/2025, 11:43 AM
Ninety One UK Ltd 2025 Q2 7/18/2025, 11:34 AM
Loudon Investment Management, LLC 2025 Q2 7/18/2025, 11:33 AM
Lynx Investment Advisory 2025 Q2 7/18/2025, 11:32 AM
Community Bank & Trust, Waco, Texas 2025 Q2 7/18/2025, 10:57 AM
SigFig Wealth Management, LLC 2025 Q2 7/18/2025, 10:54 AM
Whitebark Investors LP 2025 Q2 7/18/2025, 10:53 AM
Independent Investors Inc 2025 Q2 7/18/2025, 10:47 AM
Childress Capital Advisors, Llc 2025 Q2 7/18/2025, 10:46 AM
MJT & Associates Financial Advisory Group, Inc. 2025 Q2 - Restatement 7/18/2025, 10:42 AM
Lowery Thomas, Llc 2025 Q2 7/18/2025, 10:40 AM
Old Point Trust & Financial Services N A 2025 Q2 7/18/2025, 10:40 AM
Provident Wealth Management, LLC 2025 Q2 7/18/2025, 10:31 AM