Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
BARRETT & COMPANY, INC. 2024 Q3 10/24/2024, 03:26 PM
Vanderbilt University 2024 Q3 10/24/2024, 03:26 PM
Welch Group, LLC 2024 Q3 10/24/2024, 03:23 PM
Inscription Capital, LLC 2024 Q3 10/24/2024, 03:12 PM
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2024 Q3 10/24/2024, 03:07 PM
Semanteon Capital Management, LP 2024 Q3 10/24/2024, 03:05 PM
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2024 Q3 10/24/2024, 03:04 PM
Sound Stewardship, LLC 2024 Q3 10/24/2024, 03:02 PM
SOUTHERN CAPITAL ADVISORS, LLC 2024 Q3 10/24/2024, 03:01 PM
INDEPENDENT INVESTORS INC 2024 Q3 10/24/2024, 03:00 PM
Sterling Manor Financial, LLC 2024 Q3 10/24/2024, 03:00 PM
Taylor & Morgan Wealth Management, LLC 2024 Q3 10/24/2024, 02:59 PM
TCI Wealth Advisors, Inc. 2024 Q3 10/24/2024, 02:58 PM
TCP Asset Management, LLC 2024 Q3 10/24/2024, 02:57 PM
Patriot Financial Group Insurance Agency, LLC 2024 Q3 10/24/2024, 02:56 PM
VIMA LLC 2024 Q3 10/24/2024, 02:55 PM
Concord Wealth Partners 2024 Q3 10/24/2024, 02:54 PM
Vivid Wealth Management, LLC 2024 Q3 10/24/2024, 02:53 PM
Yeomans Consulting Group, Inc. 2024 Q3 10/24/2024, 02:52 PM
Lauer Wealth, LLC 2024 Q3 10/24/2024, 02:52 PM
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 2024 Q3 10/24/2024, 02:51 PM
Investment Partners Asset Management, Inc. 2024 Q3 10/24/2024, 02:41 PM
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2024 Q3 10/24/2024, 02:41 PM
Reliant Wealth Planning 2024 Q3 10/24/2024, 02:35 PM
FORBES J M & CO LLP 2024 Q3 10/24/2024, 02:35 PM
WASHBURN CAPITAL MANAGEMENT, INC. 2024 Q3 10/24/2024, 02:35 PM
ORRSTOWN FINANCIAL SERVICES INC 2024 Q3 10/24/2024, 02:25 PM
Old Port Advisors 2024 Q3 10/24/2024, 02:23 PM
Autumn Glory Partners, LLC 2024 Q3 10/24/2024, 02:22 PM
NISA INVESTMENT ADVISORS, LLC 2024 Q3 10/24/2024, 02:19 PM
Arbor Investment Advisors, LLC 2024 Q3 10/24/2024, 02:10 PM
Financial Futures Ltd Liability Co. 2024 Q3 10/24/2024, 02:06 PM
Morton Brown Family Wealth, LLC 2024 Q3 10/24/2024, 02:04 PM
AllGen Financial Advisors, Inc. 2024 Q3 10/24/2024, 01:52 PM
Frank, Rimerman Advisors LLC 2024 Q3 10/24/2024, 01:49 PM
KAVAR CAPITAL PARTNERS GROUP, LLC 2024 Q3 10/24/2024, 01:49 PM
TRUST CO OF VIRGINIA /VA 2024 Q3 10/24/2024, 01:48 PM
Clear Harbor Asset Management, LLC 2024 Q3 10/24/2024, 01:44 PM
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2024 Q3 10/24/2024, 01:41 PM
Old North State Wealth Management, LLC 2021 Q4 10/24/2024, 01:39 PM
DEEPWATER ASSET MANAGEMENT, LLC 2024 Q3 10/24/2024, 01:37 PM
Strategic Wealth Investment Group, LLC 2024 Q3 10/24/2024, 01:37 PM
AMARILLO NATIONAL BANK 2024 Q3 10/24/2024, 01:14 PM
Goldstein Advisors, LLC 2024 Q3 10/24/2024, 01:12 PM
Bay Harbor Wealth Management, LLC 2024 Q3 10/24/2024, 12:58 PM
Paradigm, Strategies in Wealth Management, LLC 2024 Q3 10/24/2024, 12:52 PM
Capital Advisors, Ltd. LLC 2024 Q3 10/24/2024, 12:51 PM
FISCHER INVESTMENT STRATEGIES, LLC 2024 Q3 10/24/2024, 12:49 PM
MANCHESTER FINANCIAL INC 2024 Q3 10/24/2024, 12:44 PM
MCRAE CAPITAL MANAGEMENT INC 2024 Q3 10/24/2024, 12:35 PM
Kooman & Associates 2024 Q3 10/24/2024, 12:34 PM
Hamlin Capital Management, LLC 2024 Q3 10/24/2024, 12:32 PM
CARRET ASSET MANAGEMENT, LLC 2024 Q3 10/24/2024, 12:27 PM
ShoreHaven Wealth Partners, LLC 2024 Q3 10/24/2024, 12:23 PM
VALLEY NATIONAL ADVISERS INC 2024 Q3 10/24/2024, 12:22 PM
Financial Management Professionals, Inc. 2024 Q3 10/24/2024, 12:16 PM
Novo Holdings A/S 2024 Q3 10/24/2024, 12:13 PM
Pullen Investment Management, LLC 2024 Q3 10/24/2024, 12:03 PM
Ackerman Capital Advisors, LLC 2024 Q3 10/24/2024, 11:55 AM
Advanced Asset Management Advisors Inc 2024 Q3 10/24/2024, 11:40 AM
State of Alaska, Department of Revenue 2024 Q3 10/24/2024, 11:40 AM
Essex Financial Services, Inc. 2024 Q3 10/24/2024, 11:17 AM
BARNES PETTEY FINANCIAL ADVISORS, LLC 2024 Q3 10/24/2024, 11:15 AM
Fortune Financial Advisors, LLC 2024 Q3 10/24/2024, 11:12 AM
MCF Advisors LLC 2024 Q3 10/24/2024, 10:55 AM
Farrow Financial Inc. 2024 Q3 10/24/2024, 10:53 AM
Boston Trust Walden Corp 2024 Q3 10/24/2024, 10:51 AM
Covenant Partners, LLC 2024 Q3 10/24/2024, 10:43 AM
Global Wealth Management, LLC 2024 Q3 10/24/2024, 10:34 AM
Polunin Capital Partners Ltd 2024 Q3 10/24/2024, 10:33 AM
First Bank & Trust 2024 Q3 10/24/2024, 10:33 AM
BENEDICT FINANCIAL ADVISORS INC 2024 Q3 10/24/2024, 10:31 AM
Smith Salley Wealth Management 2024 Q3 10/24/2024, 10:29 AM
Bristlecone Advisors, LLC 2024 Q3 10/24/2024, 10:22 AM
National Mutual Insurance Federation of Agricultural Cooperatives 2024 Q3 10/24/2024, 10:21 AM
MATTERN CAPITAL MANAGEMENT, LLC 2024 Q3 10/24/2024, 10:18 AM
ABSOLUTE INVESTMENT ADVISERS, LLC 2024 Q3 10/24/2024, 10:17 AM
DekaBank Deutsche Girozentrale 2024 Q3 10/24/2024, 10:14 AM
Modera Wealth Management, LLC 2024 Q3 10/24/2024, 10:10 AM
GHP Investment Advisors, Inc. 2024 Q3 10/24/2024, 10:01 AM
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 2024 Q3 10/24/2024, 09:58 AM
NAPLES GLOBAL ADVISORS, LLC 2024 Q3 10/24/2024, 09:47 AM
Wolff Financial Management LLC 2024 Q3 10/24/2024, 09:34 AM
PEREGRINE CAPITAL MANAGEMENT LLC 2024 Q3 10/24/2024, 09:32 AM
DAVENPORT & Co LLC 2024 Q3 10/24/2024, 09:23 AM
SUTTON PLACE INVESTORS LLC 2024 Q3 10/24/2024, 09:05 AM
Paradiem, LLC 2024 Q3 10/24/2024, 09:03 AM
Navis Wealth Advisors, LLC 2024 Q3 10/24/2024, 09:01 AM
Meridian Wealth Advisors, LLC 2024 Q3 10/24/2024, 08:59 AM
Madison Wealth Partners, Inc 2024 Q3 10/24/2024, 08:57 AM
LVZ, Inc. 2024 Q3 10/24/2024, 08:56 AM
HILL ISLAND FINANCIAL LLC 2024 Q3 10/24/2024, 08:55 AM
FF Advisors,LLC 2024 Q3 10/24/2024, 08:53 AM
Authentikos Wealth Advisory, LLC 2024 Q3 10/24/2024, 08:52 AM
Essex Private Wealth Management, LLC 2024 Q3 10/24/2024, 08:52 AM
DHK Financial Advisors, Inc. 2024 Q3 10/24/2024, 08:50 AM
Bouchey Financial Group Ltd 2024 Q3 10/24/2024, 08:48 AM
BEACON FINANCIAL PLANNING, INC 2024 Q3 10/24/2024, 08:46 AM
FIRST FINANCIAL CORP /IN/ 2024 Q3 10/24/2024, 08:14 AM
FIRST MERCHANTS CORP 2024 Q3 10/24/2024, 08:07 AM