Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
DEAN INVESTMENT ASSOCIATES, LLC 2024 Q3 11/15/2024, 03:37 PM
Legacy Wealth Managment, LLC/ID 2024 Q3 11/15/2024, 03:36 PM
HEADINVEST, LLC 2024 Q3 11/15/2024, 03:29 PM
Kimelman & Baird, LLC 2024 Q3 11/15/2024, 03:29 PM
Northeast Financial Consultants Inc 2024 Q3 11/15/2024, 03:18 PM
MOSAIC FINANCIAL GROUP, LLC 2024 Q3 11/15/2024, 03:08 PM
Main Management LLC 2024 Q3 11/15/2024, 03:05 PM
Pier Capital, LLC 2024 Q3 11/15/2024, 02:57 PM
Main Management Fund Advisors LLC 2024 Q3 11/15/2024, 02:55 PM
Kensington Investment Counsel, LLC 2024 Q3 11/15/2024, 02:53 PM
Dorsey Wright & Associates 2024 Q3 11/15/2024, 02:50 PM
Dunhill Financial, LLC 2024 Q3 11/15/2024, 02:49 PM
Tenere Capital LLC 2024 Q3 11/15/2024, 02:42 PM
Passive Capital Management, LLC. 2024 Q3 11/15/2024, 02:25 PM
BONTEMPO OHLY CAPITAL MGMT LLC 2024 Q3 - Restatement 11/15/2024, 02:23 PM
Mountaineer Partners Management, LLC 2024 Q3 - Restatement 11/15/2024, 01:52 PM
Delos Wealth Advisors, LLC 2024 Q3 11/15/2024, 01:52 PM
MCIA Inc 2024 Q3 11/15/2024, 01:40 PM
Main Management ETF Advisors, LLC 2024 Q3 11/15/2024, 01:36 PM
Orion Portfolio Solutions, LLC 2024 Q3 11/15/2024, 01:30 PM
Covalent Partners LLC 2024 Q3 - Restatement 11/15/2024, 01:20 PM
Vestcor Inc 2024 Q3 11/15/2024, 01:15 PM
American Family Investments, Inc. 2024 Q3 11/15/2024, 01:12 PM
UNITED BANK 2024 Q3 11/15/2024, 01:05 PM
High Falls Advisors, Inc 2024 Q3 11/15/2024, 01:01 PM
Bullseye Asset Management LLC 2024 Q3 11/15/2024, 01:01 PM
CONWAY CAPITAL MANAGEMENT, INC. 2024 Q3 11/15/2024, 12:47 PM
Impala Asset Management LLC 2024 Q3 11/15/2024, 12:46 PM
RESOURCES MANAGEMENT CORP /CT/ /ADV 2024 Q3 11/15/2024, 12:44 PM
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2024 Q3 11/15/2024, 12:41 PM
Abel Hall, LLC 2024 Q3 11/15/2024, 12:40 PM
Nabity-Jensen Investment Management Inc 2024 Q3 11/15/2024, 12:36 PM
RAELIPSKIE PARTNERSHIP 2024 Q3 11/15/2024, 12:10 PM
Gladius Capital Management LP 2024 Q3 - Restatement 11/15/2024, 12:10 PM
BARCLAYS PLC 2024 Q3 11/15/2024, 12:04 PM
Continuum Advisory, LLC 2024 Q3 11/15/2024, 12:00 PM
TANAKA CAPITAL MANAGEMENT INC 2024 Q3 11/15/2024, 11:59 AM
O'Brien Greene & Co. Inc 2024 Q3 11/15/2024, 11:59 AM
LRI Investments, LLC 2024 Q3 11/15/2024, 11:49 AM
Harvest Investment Advisors, LLC 2024 Q3 11/15/2024, 11:47 AM
Gordian Capital Singapore Pte Ltd 2024 Q3 11/15/2024, 11:40 AM
PYA Waltman Capital, LLC 2024 Q3 11/15/2024, 11:29 AM
Peloton Wealth Strategists 2024 Q3 11/15/2024, 10:42 AM
Geller Advisors LLC 2024 Q3 11/15/2024, 10:41 AM
Drucker Wealth 3.0, LLC 2024 Q3 11/15/2024, 10:37 AM
Hamilton Capital, LLC 2024 Q3 11/15/2024, 10:28 AM
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2024 Q3 11/15/2024, 10:25 AM
SGL Investment Advisors, Inc. 2024 Q3 11/15/2024, 10:22 AM
Meritage Group LP 2024 Q3 11/15/2024, 10:21 AM
EWA, LLC 2024 Q3 11/15/2024, 10:07 AM
CAPE COD FIVE CENTS SAVINGS BANK 2024 Q3 11/15/2024, 10:07 AM
Luxor Capital Group, LP 2024 Q3 11/15/2024, 10:03 AM
GROUPAMA ASSET MANAGMENT 2024 Q3 11/15/2024, 09:50 AM
ROFFMAN MILLER ASSOCIATES INC /PA/ 2024 Q3 11/15/2024, 09:32 AM
NOMURA ASSET MANAGEMENT CO LTD 2024 Q3 11/15/2024, 09:25 AM
Y-Intercept (Hong Kong) Ltd 2024 Q3 11/15/2024, 09:22 AM
Glass Jacobson Investment Advisors llc 2024 Q3 11/15/2024, 09:05 AM
Raab & Moskowitz Asset Management LLC 2024 Q3 11/15/2024, 08:49 AM
MML INVESTORS SERVICES, LLC 2024 Q3 11/15/2024, 08:06 AM
M&T BANK CORP 2024 Q3 11/15/2024, 07:51 AM
Frazier Life Sciences Management, L.P. 2024 Q3 11/15/2024, 07:41 AM
Plotkin Financial Advisors, LLC 2024 Q2 11/14/2024, 09:20 PM
MARSHFIELD ASSOCIATES 2024 Q3 11/15/2024, 06:06 AM
CTC LLC 2024 Q3 11/14/2024, 09:38 PM
Hendershot Investments Inc. 2024 Q3 11/14/2024, 09:08 PM
Partners Value Investments L.P. 2024 Q3 11/14/2024, 08:49 PM
Guardian Wealth Management, Inc. 2024 Q3 11/14/2024, 09:34 PM
Aikya Investment Management Ltd 2024 Q3 11/14/2024, 07:53 PM
NATIONAL BANK OF CANADA /FI/ 2024 Q3 - Restatement 11/14/2024, 09:17 PM
Plotkin Financial Advisors, LLC 2024 Q1 11/14/2024, 09:16 PM
Plotkin Financial Advisors, LLC 2023 Q4 11/14/2024, 09:12 PM
CASTLEARK MANAGEMENT LLC 2024 Q3 11/14/2024, 09:07 PM
BROOKFIELD Corp /ON/ 2024 Q3 11/14/2024, 08:52 PM
Plotkin Financial Advisors, LLC 2022 Q3 11/14/2024, 08:36 PM
INSIGNEO ADVISORY SERVICES, LLC 2024 Q3 11/14/2024, 07:03 PM
Executive Wealth Management, LLC 2024 Q3 - Restatement 11/14/2024, 09:57 PM
Adalta Capital Management LLC 2024 Q3 11/14/2024, 09:33 PM
DF DENT & CO INC 2024 Q3 11/14/2024, 09:27 PM
Plotkin Financial Advisors, LLC 2023 Q3 11/14/2024, 09:07 PM
Plotkin Financial Advisors, LLC 2023 Q2 11/14/2024, 09:03 PM
Plotkin Financial Advisors, LLC 2023 Q1 11/14/2024, 08:58 PM
Goldstream Capital Management Ltd 2024 Q3 11/14/2024, 08:50 PM
Plotkin Financial Advisors, LLC 2022 Q4 11/14/2024, 08:43 PM
Plotkin Financial Advisors, LLC 2022 Q2 11/14/2024, 08:29 PM
Plotkin Financial Advisors, LLC 2022 Q1 11/14/2024, 08:20 PM
CoreView Capital Management Ltd 2024 Q3 11/14/2024, 08:29 PM
Oxbow Capital Management (HK) Ltd 2024 Q3 11/14/2024, 08:27 PM
Glen Eagle Advisors, LLC 2024 Q3 11/14/2024, 08:22 PM
iA Global Asset Management Inc. 2024 Q3 11/14/2024, 08:16 PM
EP Wealth Advisors, LLC 2024 Q3 11/14/2024, 08:11 PM
Empirical Capital Management, LLC 2024 Q3 11/14/2024, 06:50 PM
Financial Network Wealth Advisors LLC 2024 Q3 11/14/2024, 06:19 PM
Plotkin Financial Advisors, LLC 2021 Q4 11/14/2024, 08:02 PM
AOZORA BANK, LTD. 2024 Q3 11/14/2024, 07:28 PM
Plotkin Financial Advisors, LLC 2020 Q3 11/14/2024, 06:56 PM
JANE STREET GROUP, LLC 2024 Q3 11/14/2024, 06:49 PM
Plotkin Financial Advisors, LLC 2021 Q3 11/14/2024, 07:53 PM
Plotkin Financial Advisors, LLC 2021 Q2 11/14/2024, 07:42 PM
UNITED SERVICES AUTOMOBILE ASSOCIATION 2024 Q3 11/14/2024, 07:27 PM
EdgePoint Investment Group Inc. 2024 Q3 - New Holdings 11/14/2024, 07:14 PM