Latest 13F Portfolio Filings

Since Jul 1, 2025

Investor Period Date Filed
Carr Financial Group Corp 2025 Q2 7/15/2025, 05:08 PM
Vestment Financial LLC 2025 Q2 7/15/2025, 05:07 PM
Foster Victor Wealth Advisors, LLC 2025 Q2 7/15/2025, 05:07 PM
Pine Haven Investment Counsel, Inc 2025 Q2 7/15/2025, 05:06 PM
Evanson Asset Management, LLC 2025 Q2 7/15/2025, 05:06 PM
Peddock Capital Advisors, Llc 2025 Q2 7/15/2025, 05:03 PM
StoneCrest Wealth Management, Inc. 2025 Q2 7/15/2025, 05:01 PM
Pitti Group Wealth Management, LLC 2025 Q2 7/15/2025, 05:00 PM
Permanent Capital Management, LP 2024 Q2 7/15/2025, 04:55 PM
Northstar Asset Management Inc 2025 Q1 - Restatement 7/15/2025, 04:55 PM
Great Oak Capital Partners, Llc 2025 Q2 7/15/2025, 04:54 PM
Northstar Asset Management Inc 2024 Q4 - Restatement 7/15/2025, 04:54 PM
DSG Capital Advisors, LLC 2025 Q2 7/15/2025, 04:53 PM
Northstar Asset Management Inc 2024 Q3 - Restatement 7/15/2025, 04:53 PM
Cora Capital Advisors Llc 2025 Q2 7/15/2025, 04:52 PM
Northstar Asset Management Inc 2024 Q2 - Restatement 7/15/2025, 04:51 PM
Well Done, LLC 2025 Q2 7/15/2025, 04:48 PM
BostonPremier Wealth LLC 2025 Q2 7/15/2025, 04:48 PM
Northstar Asset Management Inc 2024 Q1 - Restatement 7/15/2025, 04:48 PM
Beacon Financial Planning, Inc 2025 Q2 7/15/2025, 04:46 PM
Santori & Peters, Inc. 2025 Q2 7/15/2025, 04:46 PM
Spectrum Planning & Advisory Services Inc. 2025 Q2 7/15/2025, 04:45 PM
Affinity Wealth Management Llc 2025 Q2 7/15/2025, 04:43 PM
North Star Investment Management Corp. 2025 Q2 7/15/2025, 04:43 PM
Aspire Capital Advisors LLC 2025 Q2 7/15/2025, 04:42 PM
Beacon Investment Advisory Services, Inc. 2025 Q2 7/15/2025, 04:35 PM
Riverbridge Partners Llc 2025 Q2 7/15/2025, 04:31 PM
McAdam, LLC 2025 Q2 7/15/2025, 04:20 PM
Perennial Advisors, LLC 2025 Q2 7/15/2025, 04:19 PM
Surience Private Wealth Llc 2025 Q2 7/15/2025, 04:18 PM
Xcel Wealth Management, LLC 2025 Q2 7/15/2025, 04:11 PM
Atmos Advisory, Llc 2025 Q2 7/15/2025, 04:08 PM
Northside Capital Management, LLC 2025 Q2 7/15/2025, 03:59 PM
IMS Capital Management 2025 Q2 7/15/2025, 03:58 PM
First City Capital Management, Inc. 2025 Q2 7/15/2025, 03:57 PM
IMS Capital Management 2025 Q1 7/15/2025, 03:55 PM
BigSur Wealth Management LLC 2025 Q2 7/15/2025, 03:53 PM
Floyd Financial Group Llc 2025 Q2 7/15/2025, 03:52 PM
Penn Davis Mcfarland Inc 2025 Q2 7/15/2025, 03:46 PM
Level Financial Advisors 2025 Q2 7/15/2025, 03:45 PM
FMA Wealth Management, LLC 2025 Q2 7/15/2025, 03:43 PM
Herbst Group, Llc 2025 Q2 7/15/2025, 03:42 PM
Oxinas Partners Wealth Management LLC 2025 Q2 7/15/2025, 03:41 PM
Sightline Wealth Advisors, LLC 2025 Q2 7/15/2025, 03:40 PM
Wynnefield Capital Inc 2025 Q2 7/15/2025, 03:39 PM
AvaII Wealth Management, Llc 2025 Q2 7/15/2025, 03:39 PM
Palumbo Wealth Management LLC 2025 Q2 7/15/2025, 03:37 PM
Centerline Wealth Advisors, LLC 2025 Q2 7/15/2025, 03:31 PM
Capstone Capital Llc 2025 Q2 7/15/2025, 03:30 PM
Traction Financial Partners, LLC 2025 Q2 7/15/2025, 03:28 PM
EWG Elevate Inc. 2025 Q2 7/15/2025, 03:26 PM
RVW Wealth, LLC 2025 Q2 7/15/2025, 03:22 PM
Lynch & Associates/In 2025 Q2 7/15/2025, 03:20 PM
Kentucky Trust Co 2025 Q2 7/15/2025, 03:17 PM
Alhambra Investment Management LLC 2025 Q2 7/15/2025, 03:11 PM
Buttonwood Financial Advisors Inc. 2025 Q2 7/15/2025, 03:06 PM
Kopp Family Office, LLC 2025 Q2 7/15/2025, 03:02 PM
Retirement Guys Formula Llc 2025 Q2 7/15/2025, 02:58 PM
Significant Wealth Partners LLC 2025 Q2 7/15/2025, 02:55 PM
Jeppson Wealth Management, Llc 2025 Q2 7/15/2025, 02:54 PM
LeConte Wealth Management, LLC 2025 Q2 7/15/2025, 02:51 PM
Patriot Investment Management Group, Inc. 2025 Q2 7/15/2025, 02:51 PM
Public Employees Retirement System Of Ohio 2025 Q2 7/15/2025, 02:51 PM
Chronos Wealth Management, LLC 2025 Q2 7/15/2025, 02:38 PM
Hartmann Taylor Wealth Management, LLC 2025 Q2 7/15/2025, 02:36 PM
Builders Vision, LLC 2025 Q2 7/15/2025, 02:31 PM
Oak Wealth Advisors LLC 2025 Q2 7/15/2025, 02:28 PM
Heritage Oak Wealth Advisors Llc 2025 Q2 7/15/2025, 02:27 PM
Wilsey Asset Management Inc 2025 Q2 7/15/2025, 02:27 PM
Peregrine Investment Management Inc 2025 Q2 7/15/2025, 02:21 PM
Home Federal Bank Of Tennessee 2025 Q2 7/15/2025, 02:10 PM
Cigna Investments Inc /New 2025 Q2 7/15/2025, 02:09 PM
Bison Wealth, LLC 2025 Q2 7/15/2025, 02:08 PM
FLP Wealth Management, LLC 2025 Q1 7/15/2025, 01:43 PM
Sara-Bay Financial 2025 Q2 7/15/2025, 01:32 PM
Ballentine Partners, LLC 2025 Q2 7/15/2025, 01:31 PM
Graypoint LLC 2025 Q2 7/15/2025, 01:22 PM
James J. Burns & Company, LLC 2025 Q2 7/15/2025, 01:19 PM
Brewster Financial Planning LLC 2025 Q2 7/15/2025, 01:18 PM
Financial Management Professionals, Inc. 2025 Q2 7/15/2025, 01:10 PM
World Equity Group, Inc. 2025 Q2 7/15/2025, 01:09 PM
Kraft Asset Management, Llc 2025 Q2 7/15/2025, 01:07 PM
tru Independence LLC 2025 Q2 7/15/2025, 01:07 PM
CHB Investment Group, LLC 2025 Q2 7/15/2025, 01:03 PM
Kempner Capital Management Inc. 2025 Q2 7/15/2025, 01:01 PM
Five Pine Wealth Management 2025 Q2 7/15/2025, 12:58 PM
JARISLOWSKY, FRASER Ltd 2025 Q2 7/15/2025, 12:49 PM
Texas County & District Retirement System 2025 Q2 7/15/2025, 12:46 PM
Highland Financial Advisors, LLC 2025 Q2 7/15/2025, 12:41 PM
Attessa Capital LLC 2025 Q2 7/15/2025, 12:40 PM
Burns Matteson Capital Management, LLC 2025 Q2 7/15/2025, 12:32 PM
BCS Wealth Management 2025 Q2 7/15/2025, 12:31 PM
Kagan Cocozza Asset Management 2025 Q2 7/15/2025, 12:28 PM
Charter Capital Management, LLC\DE 2025 Q2 7/15/2025, 12:28 PM
Bannerman Wealth Management Group, Llc 2025 Q2 7/15/2025, 12:25 PM
High Ground Investment Management LLP 2025 Q2 7/15/2025, 12:23 PM
Boyce & Associates Wealth Consulting, Inc. 2025 Q2 7/15/2025, 12:20 PM
Norden Group Llc 2025 Q2 7/15/2025, 12:17 PM
Legacy Financial Group LLC 2025 Q2 7/15/2025, 12:07 PM
Banyan Capital Management, Inc. 2025 Q2 7/15/2025, 12:04 PM