| 22 Oct 2026, 14:14:17 UTC |
13F-HR |
NORTHSTAR ASSET MANAGEMENT Co
CIK 0001132708
|
2026 Q3
Open parsed portfolio
|
250 |
$552,811,223 |
Open SEC source
|
| 22 Oct 2026, 14:10:25 UTC |
13F-HR |
BAYPOINTE PARTNERS LLC
CIK 0002044734
|
2026 Q3
Open parsed portfolio
|
12 |
$12,361,920 |
Open SEC source
|
| 22 Oct 2026, 14:06:53 UTC |
13F-HR |
Capital Investment Advisors, LLC
CIK 0001582732
|
2026 Q3
Open parsed portfolio
|
790 |
$7,649,132,792 |
Open SEC source
|
| 22 Oct 2026, 14:05:18 UTC |
13F-HR |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
CIK 0001013701
|
2026 Q3
Open parsed portfolio
|
59 |
$360,087,054 |
Open SEC source
|
| 22 Oct 2026, 14:02:27 UTC |
13F-HR |
Beaumont Financial Advisors, LLC
CIK 0001957394
|
2026 Q3
Open parsed portfolio
|
383 |
$1,590,823,494 |
Open SEC source
|
| 22 Oct 2026, 13:54:31 UTC |
13F-HR |
Winthrop Advisory Group LLC
CIK 0001739043
|
2026 Q3
Open parsed portfolio
|
228 |
$1,612,929,341 |
Open SEC source
|
| 22 Oct 2026, 13:48:46 UTC |
13F-HR |
Manchester Capital Management LLC
CIK 0001393389
|
2026 Q3
Open parsed portfolio
|
1,319 |
$736,392,017 |
Open SEC source
|
| 22 Oct 2026, 13:43:07 UTC |
13F-HR |
RWC ASSET ADVISORS (US) LLC
CIK 0001638081
|
2026 Q3
Open parsed portfolio
|
14 |
$377,361,491 |
Open SEC source
|
| 22 Oct 2026, 13:41:17 UTC |
13F-HR |
ETF Portfolio Partners, Inc.
CIK 0001635342
|
2026 Q3
Open parsed portfolio
|
67 |
$399,383,606 |
Open SEC source
|
| 22 Oct 2026, 13:39:00 UTC |
13F-HR |
ACCREDITED INVESTOR SERVICES, LLC
CIK 0002028621
|
2026 Q3
Open parsed portfolio
|
84 |
$179,421,591 |
Open SEC source
|
| 22 Oct 2026, 13:32:08 UTC |
13F-HR |
HANSEATIC MANAGEMENT SERVICES INC
CIK 0001128074
|
2026 Q3
Open parsed portfolio
|
84 |
$115,005,779 |
Open SEC source
|
| 22 Oct 2026, 13:23:04 UTC |
13F-HR |
Altura Wealth Advisors Inc.
CIK 0001931465
|
2026 Q3
Open parsed portfolio
|
86 |
$323,004,938 |
Open SEC source
|
| 22 Oct 2026, 13:20:34 UTC |
13F-HR/A |
Curry Webb Wealth Management LLC
CIK 0002060114
|
2026 Q3 - Restatement
Open parsed portfolio
|
67 |
$241,472,887 |
Open SEC source
|
| 22 Oct 2026, 13:19:11 UTC |
13F-HR |
RWC Asset Management LLP
CIK 0001520478
|
2026 Q3
Open parsed portfolio
|
174 |
$2,697,338,215 |
Open SEC source
|
| 22 Oct 2026, 13:17:17 UTC |
13F-HR |
Garrett Wealth Advisory Group, LLC
CIK 0001729443
|
2026 Q3
Open parsed portfolio
|
148 |
$658,357,562 |
Open SEC source
|
| 22 Oct 2026, 13:15:37 UTC |
13F-HR |
West Financial Advisors, LLC
CIK 0001843684
|
2026 Q3
Open parsed portfolio
|
273 |
$665,032,640 |
Open SEC source
|
| 22 Oct 2026, 13:10:58 UTC |
13F-HR |
ONE Advisory Partners, LLC
CIK 0001819695
|
2026 Q3
Open parsed portfolio
|
72 |
$370,242,703 |
Open SEC source
|
| 22 Oct 2026, 13:09:15 UTC |
13F-HR |
James J. Burns & Company, LLC
CIK 0001949059
|
2026 Q3
Open parsed portfolio
|
166 |
$936,945,198 |
Open SEC source
|
| 22 Oct 2026, 13:01:29 UTC |
13F-HR |
TECTONIC ADVISORS LLC
CIK 0001859918
|
2026 Q3
Open parsed portfolio
|
277 |
$2,159,413,722 |
Open SEC source
|
| 22 Oct 2026, 12:56:38 UTC |
13F-HR |
Gibbs Wealth Management
CIK 0002081110
|
2026 Q3
Open parsed portfolio
|
509 |
$951,912,226 |
Open SEC source
|
| 22 Oct 2026, 12:41:26 UTC |
13F-HR |
Lantern Wealth Advisors, LLC
CIK 0001950218
|
2026 Q3
Open parsed portfolio
|
197 |
$232,393,324 |
Open SEC source
|
| 22 Oct 2026, 12:40:42 UTC |
13F-HR |
Murphy Pohlad Asset Management LLC
CIK 0001569148
|
2026 Q3
Open parsed portfolio
|
140 |
$287,668,286 |
Open SEC source
|
| 22 Oct 2026, 12:35:08 UTC |
13F-HR |
REBALANCE, LLC
CIK 0001811052
|
2026 Q3
Open parsed portfolio
|
100 |
$1,942,063,012 |
Open SEC source
|
| 22 Oct 2026, 12:29:51 UTC |
13F-HR |
GENERAL ELECTRIC CO
CIK 0000040545
|
2026 Q3
Open parsed portfolio
|
2 |
$471,794,995 |
Open SEC source
|
| 22 Oct 2026, 12:19:03 UTC |
13F-HR |
Benin Management CORP
CIK 0001352871
|
2026 Q3
Open parsed portfolio
|
151 |
$516,597,792 |
Open SEC source
|
| 22 Oct 2026, 12:07:46 UTC |
13F-HR |
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
|
2026 Q3
Open parsed portfolio
|
286 |
$2,858,573,460 |
Open SEC source
|
| 22 Oct 2026, 12:07:04 UTC |
13F-HR |
Brookstone Capital Management
CIK 0001599584
|
2026 Q3
Open parsed portfolio
|
1,311 |
$10,097,080,301 |
Open SEC source
|
| 22 Oct 2026, 12:02:28 UTC |
13F-HR |
KPS Global Asset Management UK Ltd
CIK 0001799162
|
2026 Q3
Open parsed portfolio
|
4 |
$625,181,804 |
Open SEC source
|
| 22 Oct 2026, 12:02:03 UTC |
13F-HR |
Five Oceans Advisors
CIK 0001876326
|
2026 Q3
Open parsed portfolio
|
183 |
$261,717,392 |
Open SEC source
|
| 22 Oct 2026, 12:00:08 UTC |
13F-HR |
Monetary Solutions, Ltd
CIK 0002112370
|
2026 Q3
Open parsed portfolio
|
636 |
$117,092,376 |
Open SEC source
|
| 22 Oct 2026, 11:59:57 UTC |
13F-HR |
Titan Investment Management LLC
CIK 0002112547
|
2026 Q3
Open parsed portfolio
|
40 |
$136,805,615 |
Open SEC source
|
| 22 Oct 2026, 11:58:53 UTC |
13F-HR |
Maestria Partners LLC
CIK 0002000390
|
2026 Q3
Open parsed portfolio
|
15 |
$297,844,360 |
Open SEC source
|
| 22 Oct 2026, 11:58:07 UTC |
13F-HR |
Royal Fund Management, LLC
CIK 0001810099
|
2026 Q3
Open parsed portfolio
|
264 |
$1,252,930,484 |
Open SEC source
|
| 22 Oct 2026, 11:57:20 UTC |
13F-HR |
Curry Webb Wealth Management LLC
CIK 0002060114
|
2026 Q3
Open parsed portfolio
|
259 |
$259,802,062 |
Open SEC source
|
| 22 Oct 2026, 11:55:03 UTC |
13F-HR |
Colony Family Offices, LLC
CIK 0001633573
|
2026 Q3
Open parsed portfolio
|
66 |
$437,546,115 |
Open SEC source
|
| 22 Oct 2026, 11:54:00 UTC |
13F-HR |
Sepio Capital, LP
CIK 0001751412
|
2026 Q3
Open parsed portfolio
|
304 |
$2,502,890,382 |
Open SEC source
|
| 22 Oct 2026, 11:52:26 UTC |
13F-HR |
VISIONARY HORIZONS, LLC
CIK 0002003615
|
2026 Q3
Open parsed portfolio
|
144 |
$251,018,339 |
Open SEC source
|
| 22 Oct 2026, 11:45:30 UTC |
13F-HR |
COGENT STRATEGIC WEALTH LLC
CIK 0002106852
|
2026 Q3
Open parsed portfolio
|
58 |
$105,089,422 |
Open SEC source
|
| 22 Oct 2026, 11:43:44 UTC |
13F-HR |
William Marsh Rice University
CIK 0001674705
|
2026 Q3
Open parsed portfolio
|
2 |
$210,069,028 |
Open SEC source
|
| 22 Oct 2026, 11:41:38 UTC |
13F-HR |
Bretton Capital Management, LLC
CIK 0002043671
|
2026 Q3
Open parsed portfolio
|
20 |
$118,784,766 |
Open SEC source
|
| 22 Oct 2026, 11:38:53 UTC |
13F-HR |
WP Advisors, LLC
CIK 0001697796
|
2026 Q3
Open parsed portfolio
|
109 |
$435,602,262 |
Open SEC source
|
| 22 Oct 2026, 11:38:42 UTC |
13F-HR |
STRATEGIC PLANNING GROUP, LLC
CIK 0001875525
|
2026 Q3
Open parsed portfolio
|
79 |
$964,795,480 |
Open SEC source
|
| 22 Oct 2026, 11:34:36 UTC |
13F-HR |
Sharkey, Howes & Javer
CIK 0001642246
|
2026 Q3
Open parsed portfolio
|
158 |
$829,602,964 |
Open SEC source
|
| 22 Oct 2026, 11:32:11 UTC |
13F-HR |
CMH Wealth Management LLC
CIK 0001657516
|
2026 Q3
Open parsed portfolio
|
112 |
$663,665,262 |
Open SEC source
|
| 22 Oct 2026, 11:31:36 UTC |
13F-HR |
Indiana Trust & Investment Management Co
CIK 0001356407
|
2026 Q3
Open parsed portfolio
|
464 |
$366,949,728 |
Open SEC source
|
| 22 Oct 2026, 11:30:50 UTC |
13F-HR |
Pacific Capital Wealth Advisors, Inc.
CIK 0001803523
|
2026 Q3
Open parsed portfolio
|
93 |
$697,732,189 |
Open SEC source
|
| 22 Oct 2026, 11:27:48 UTC |
13F-HR |
BKM Wealth Management, LLC
CIK 0002007263
|
2026 Q3
Open parsed portfolio
|
154 |
$309,334,925 |
Open SEC source
|
| 22 Oct 2026, 11:27:18 UTC |
13F-HR |
Oriental Harbor Investment Master Fund
CIK 0002046333
|
2026 Q3
Open parsed portfolio
|
13 |
$1,468,720,054 |
Open SEC source
|
| 22 Oct 2026, 11:26:28 UTC |
13F-HR |
T3 Companies, LLC
CIK 0002052441
|
2026 Q3
Open parsed portfolio
|
140 |
$99,848,027 |
Open SEC source
|
| 22 Oct 2026, 11:23:08 UTC |
13F-HR |
Professional Financial Management, Inc.
CIK 0002130270
|
2026 Q3
Open parsed portfolio
|
22 |
$98,227,895 |
Open SEC source
|