Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
Willis Investment Counsel 2024 Q3 10/11/2024, 10:21 AM
Martin Capital Advisors, LLP 2024 Q3 10/11/2024, 10:19 AM
Redhawk Wealth Advisors, Inc. 2024 Q3 10/11/2024, 10:19 AM
Windham Capital Management, LLC 2024 Q3 10/11/2024, 10:15 AM
Disciplined Equity Management, Inc. 2024 Q3 10/11/2024, 10:15 AM
Affiance Financial, LLC 2024 Q3 10/11/2024, 10:14 AM
ARMSTRONG ADVISORY GROUP, INC 2024 Q3 10/11/2024, 10:14 AM
Rise Advisors, LLC 2024 Q3 10/11/2024, 10:10 AM
Alken Asset Management Ltd 2024 Q3 10/11/2024, 10:01 AM
High Net Worth Advisory Group LLC 2024 Q3 10/11/2024, 09:56 AM
Thomasville National Bank 2024 Q3 10/11/2024, 09:39 AM
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2024 Q3 10/11/2024, 09:33 AM
Polianta Ltd 2024 Q3 10/11/2024, 09:29 AM
SMITH CHAS P & ASSOCIATES PA CPAS 2024 Q3 10/11/2024, 09:26 AM
Ridgemont Partners Management, LLC 2024 Q3 10/11/2024, 09:12 AM
Capricorn Fund Managers Ltd 2024 Q3 10/11/2024, 09:11 AM
WOODSTOCK CORP 2024 Q3 10/11/2024, 08:46 AM
Svenska Handelsbanken AB (publ) 2024 Q3 10/11/2024, 08:41 AM
Ameliora Wealth Management Ltd. 2024 Q3 10/11/2024, 08:25 AM
Compagnie Lombard Odier SCmA 2024 Q3 10/11/2024, 07:35 AM
CenterStar Asset Management, LLC 2024 Q3 10/11/2024, 06:35 AM
Lake Hills Wealth Management, LLC 2024 Q3 10/10/2024, 07:48 PM
DAILY JOURNAL CORP 2024 Q3 10/10/2024, 07:18 PM
Wagner Wealth Management, LLC 2024 Q3 10/10/2024, 06:51 PM
Northcape Capital Pty Ltd 2024 Q3 10/10/2024, 06:20 PM
Sheridan Capital Management, LLC 2024 Q3 10/10/2024, 06:04 PM
Sunflower Bank, N.A. 2024 Q3 10/10/2024, 06:00 PM
Stonekeep Investments, LLC 2024 Q3 10/10/2024, 05:43 PM
Selway Asset Management 2024 Q3 10/10/2024, 05:35 PM
FOCUS Wealth Advisors, LLC 2024 Q3 10/10/2024, 05:21 PM
MorganRosel Wealth Management, LLC 2024 Q3 10/10/2024, 05:21 PM
Carnegie Investment Counsel 2024 Q3 10/10/2024, 05:20 PM
Retirement Planning Group, LLC 2024 Q3 10/10/2024, 05:20 PM
Annex Advisory Services, LLC 2024 Q3 10/10/2024, 05:19 PM
Kings Path Partners LLC 2024 Q3 10/10/2024, 05:19 PM
Mechanics Bank Trust Department 2024 Q3 10/10/2024, 05:19 PM
GUARDIAN INVESTMENT MANAGEMENT 2024 Q3 10/10/2024, 05:18 PM
Johnson Bixby & Associates, LLC 2024 Q3 10/10/2024, 05:17 PM
McCarthy & Cox 2024 Q3 10/10/2024, 05:17 PM
FACTORY MUTUAL INSURANCE CO 2024 Q3 10/10/2024, 05:16 PM
ESSEX INVESTMENT MANAGEMENT CO LLC 2024 Q3 10/10/2024, 05:15 PM
Crestmont Private Wealth LLC 2024 Q3 10/10/2024, 05:02 PM
HCR Wealth Advisors 2024 Q3 10/10/2024, 04:53 PM
Avondale Wealth Management 2024 Q3 10/10/2024, 04:50 PM
Burns Matteson Capital Management, LLC 2024 Q3 10/10/2024, 04:34 PM
InTrack Investment Management Inc 2024 Q3 10/10/2024, 04:29 PM
Montis Financial, LLC 2024 Q3 10/10/2024, 04:24 PM
Brown Miller Wealth Management, LLC 2024 Q3 10/10/2024, 04:17 PM
CRA Financial Services, LLC 2024 Q3 10/10/2024, 04:08 PM
Japan Post Holdings Co., Ltd. 2024 Q3 10/10/2024, 04:08 PM
Compton Wealth Advisory Group, LLC 2024 Q3 10/10/2024, 03:59 PM
Gibson Capital, LLC 2024 Q3 10/10/2024, 03:56 PM
Cardinal Capital Management, Inc. 2024 Q3 10/10/2024, 03:54 PM
City State Bank 2024 Q3 10/10/2024, 03:52 PM
Westend Capital Management, LLC 2024 Q3 10/10/2024, 03:44 PM
Inspire Investing, LLC 2024 Q3 10/10/2024, 03:44 PM
Shore Point Advisors, LLC 2024 Q3 10/10/2024, 03:41 PM
MATRIX ASSET ADVISORS INC/NY 2024 Q3 10/10/2024, 03:38 PM
Ballew Advisors, Inc 2024 Q3 10/10/2024, 03:23 PM
VY Capital Management Co. Ltd. 2024 Q3 10/10/2024, 03:23 PM
Professional Financial Advisors, LLC 2024 Q3 10/10/2024, 03:14 PM
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2024 Q3 10/10/2024, 03:11 PM
CHICAGO TRUST Co NA 2024 Q3 10/10/2024, 03:10 PM
EXCHANGE TRADED CONCEPTS, LLC 2024 Q3 10/10/2024, 03:08 PM
Sowa Financial Group, Inc. 2024 Q3 10/10/2024, 03:03 PM
SHIKIAR ASSET MANAGEMENT INC 2024 Q3 10/10/2024, 02:56 PM
HART & PATTERSON FINANCIAL GROUP LLC 2024 Q3 10/10/2024, 02:48 PM
SIG Growth Equity Funds Ltd Partnership, LLLP 2024 Q2 10/10/2024, 02:44 PM
Zeit Capital LLC 2024 Q3 10/10/2024, 02:32 PM
Ayrshire Capital Management LLC 2024 Q3 10/10/2024, 02:32 PM
SHAKER INVESTMENTS LLC/OH 2024 Q3 10/10/2024, 02:31 PM
Koshinski Asset Management, Inc. 2024 Q3 10/10/2024, 02:28 PM
BRIGHT FINANCIAL ADVISORS, INC. 2024 Q3 10/10/2024, 02:25 PM
BRAVE ASSET MANAGEMENT INC 2024 Q3 10/10/2024, 02:24 PM
Shira Ridge Wealth Management 2024 Q3 10/10/2024, 02:22 PM
Darrow Company, Inc. 2024 Q3 10/10/2024, 02:22 PM
Quadratic Capital Management LLC 2024 Q3 10/10/2024, 02:21 PM
Birch Hill Investment Advisors LLC 2024 Q3 10/10/2024, 02:20 PM
Exchange Bank 2024 Q3 10/10/2024, 02:13 PM
Renaissance Investment Group LLC 2024 Q3 10/10/2024, 02:01 PM
RFG HOLDINGS, INC. 2024 Q3 10/10/2024, 02:00 PM
WR Wealth Planners, LLC 2022 Q3 10/10/2024, 01:54 PM
Farmers & Merchants Trust Co of Long Beach 2024 Q3 10/10/2024, 01:53 PM
PhiloSmith Capital Corp 2024 Q3 10/10/2024, 01:47 PM
WR Wealth Planners, LLC 2022 Q4 10/10/2024, 01:45 PM
McGlone Suttner Wealth Management, Inc. 2024 Q3 10/10/2024, 01:32 PM
Lloyd Advisory Services, LLC. 2024 Q3 10/10/2024, 01:30 PM
First Affirmative Financial Network 2024 Q3 10/10/2024, 01:04 PM
BENNETT SELBY INVESTMENTS LP 2024 Q3 10/10/2024, 12:57 PM
Priebe Wealth Holdings LLC 2024 Q3 10/10/2024, 12:47 PM
Level Financial Advisors 2024 Q3 10/10/2024, 12:44 PM
Paragon Capital Management Ltd 2024 Q3 10/10/2024, 12:22 PM
Asio Capital, LLC 2024 Q3 10/10/2024, 12:17 PM
MEYER HANDELMAN CO 2024 Q3 10/10/2024, 12:16 PM
Covea Finance 2024 Q3 10/10/2024, 11:57 AM
Total Wealth Planning, LLC 2024 Q3 10/10/2024, 11:50 AM
Guinness Atkinson Asset Management Inc 2024 Q3 10/10/2024, 11:46 AM
SILVERLAKE WEALTH MANAGEMENT LLC 2024 Q3 10/10/2024, 11:45 AM
Atwater Malick LLC 2024 Q3 10/10/2024, 11:45 AM
Requisite Capital Management, LLC 2024 Q3 10/10/2024, 11:43 AM