Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
Plotkin Financial Advisors, LLC 2021 Q1 11/14/2024, 07:11 PM
Krensavage Asset Management, LLC 2024 Q3 11/14/2024, 07:04 PM
Plotkin Financial Advisors, LLC 2020 Q4 11/14/2024, 07:02 PM
Kovitz Investment Group Partners, LLC 2024 Q3 11/14/2024, 06:41 PM
Delta Investment Management, LLC 2024 Q3 11/14/2024, 06:28 PM
FIRST SABREPOINT CAPITAL MANAGEMENT LP 2024 Q3 11/14/2024, 06:05 PM
Plotkin Financial Advisors, LLC 2020 Q2 11/14/2024, 06:48 PM
Plotkin Financial Advisors, LLC 2020 Q1 11/14/2024, 06:40 PM
William B. Walkup & Associates, Inc. 2024 Q3 11/14/2024, 06:26 PM
Arkos Global Advisors 2024 Q3 11/14/2024, 06:24 PM
Decheng Capital LLC 2024 Q3 11/14/2024, 06:18 PM
Hatteras Investment Partners, LP 2024 Q3 11/14/2024, 06:15 PM
Centerstone Investors, LLC 2024 Q3 11/14/2024, 06:14 PM
Aequim Alternative Investments LP 2024 Q3 11/14/2024, 06:11 PM
Plotkin Financial Advisors, LLC 2019 Q4 11/14/2024, 06:11 PM
TAM Capital Management Inc. 2024 Q3 11/14/2024, 06:11 PM
Foyston, Gordon, & Payne Inc 2024 Q3 11/14/2024, 06:09 PM
MidWestOne Financial Group, Inc. 2024 Q3 11/14/2024, 06:08 PM
Insight Inv LLC 2024 Q3 11/14/2024, 06:04 PM
Legacy Investment Solutions, LLC 2024 Q3 11/14/2024, 06:03 PM
Savoie Capital LLC 2024 Q3 11/14/2024, 06:00 PM
Goodman Advisory Group, LLC 2024 Q3 11/14/2024, 05:58 PM
GREENWOOD GEARHART INC 2024 Q3 11/14/2024, 05:57 PM
COURAGE CAPITAL MANAGEMENT LLC 2024 Q3 11/14/2024, 05:51 PM
SEGRA CAPITAL MANAGEMENT, LLC 2024 Q3 11/14/2024, 05:51 PM
Valued Retirements, Inc. 2024 Q3 11/14/2024, 05:48 PM
3Chopt Investment Partners, LLC 2024 Q3 11/14/2024, 05:48 PM
DISCIPLINED GROWTH INVESTORS INC /MN 2024 Q3 11/14/2024, 05:47 PM
Sender Co & Partners, Inc. 2024 Q3 11/14/2024, 05:44 PM
Frisch Financial Group, Inc. 2024 Q3 11/14/2024, 05:43 PM
Clarity Asset Management, Inc. 2024 Q3 11/14/2024, 05:41 PM
Prestige Wealth Management Group LLC 2024 Q3 11/14/2024, 05:36 PM
Brophy Wealth Management, LLC 2024 Q3 11/14/2024, 05:35 PM
SYLEBRA CAPITAL LLC 2024 Q3 11/14/2024, 05:34 PM
Arizona PSPRS Trust 2024 Q3 - Restatement 11/14/2024, 05:32 PM
Northwest & Ethical Investments L.P. 2024 Q3 - Restatement 11/13/2024, 06:38 PM
Safe Harbor Fiduciary, LLC 2024 Q3 11/13/2024, 09:52 PM
Councilmark Asset Management, LLC 2024 Q3 11/13/2024, 05:44 PM
REGIMEN WEALTH, LLC 2024 Q3 11/13/2024, 07:44 PM
Bain Capital Public Equity, LP 2024 Q3 11/13/2024, 05:45 PM
SurgoCap Partners LP 2024 Q3 11/13/2024, 05:38 PM
EPACRIA CAPITAL PARTNERS, LLC 2024 Q3 11/13/2024, 06:25 PM
Red Wave Investments LLC 2024 Q3 11/13/2024, 05:42 PM
BRX Global LP 2024 Q3 11/13/2024, 07:13 PM
Hyperion Capital Advisors LP 2024 Q3 11/13/2024, 06:00 PM
ELEMENT POINTE ADVISORS, LLC 2024 Q3 11/13/2024, 06:45 PM
Mountaineer Partners Management, LLC 2024 Q3 11/13/2024, 05:36 PM
Worth Venture Partners, LLC 2024 Q3 11/13/2024, 06:44 PM
Connective Capital Management, LLC 2024 Q3 11/13/2024, 08:27 PM
Anson Funds Management LP 2024 Q3 11/13/2024, 09:17 PM
Archon Capital Management LLC 2024 Q3 11/13/2024, 05:43 PM
MERCER GLOBAL ADVISORS INC /ADV 2024 Q3 11/13/2024, 09:37 PM
GOODNOW INVESTMENT GROUP, LLC 2024 Q3 11/13/2024, 05:40 PM
Bain Capital Credit, LP 2024 Q3 11/13/2024, 05:37 PM
BRANDYWINE MANAGERS, LLC 2024 Q3 11/13/2024, 05:39 PM
FIRST WILSHIRE SECURITIES MANAGEMENT INC 2024 Q3 11/13/2024, 06:38 PM
B. Riley Financial, Inc. 2024 Q3 11/14/2024, 05:29 PM
Paradigm Capital Management, LLC/NV 2024 Q3 11/14/2024, 05:28 PM
FSA Wealth Management LLC 2024 Q3 11/14/2024, 05:28 PM
Lavaca Capital LLC 2024 Q3 11/14/2024, 05:26 PM
B&L ASSET MANAGEMENT LLC 2024 Q3 11/14/2024, 05:26 PM
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2024 Q3 11/14/2024, 05:26 PM
ALETHEA CAPITAL MANAGEMENT, LLC 2024 Q3 11/14/2024, 05:26 PM
Erste Asset Management GmbH 2024 Q3 11/14/2024, 05:26 PM
Adelante Capital Management LLC 2024 Q3 11/14/2024, 05:25 PM
MSD Partners, L.P. 2024 Q3 11/14/2024, 05:25 PM
MSD CAPITAL L P 2024 Q3 11/14/2024, 05:25 PM
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 2024 Q3 11/14/2024, 05:25 PM
Michael & Susan Dell Foundation 2024 Q3 11/14/2024, 05:25 PM
Ironclad Investments LLC 2024 Q3 11/14/2024, 05:24 PM
Socorro Asset Management LP 2024 Q3 11/14/2024, 05:23 PM
True Wealth Design, LLC 2024 Q3 11/14/2024, 05:22 PM
Kore Advisors LP 2024 Q3 11/14/2024, 05:22 PM
Plotkin Financial Advisors, LLC 2024 Q3 11/14/2024, 05:21 PM
Founders Fund III Management, LLC 2024 Q3 11/14/2024, 05:21 PM
MORTON COMMUNITY BANK 2024 Q3 11/14/2024, 05:21 PM
NEA Management Company, LLC 2024 Q3 11/14/2024, 05:19 PM
SQN Investors LP 2024 Q3 11/14/2024, 05:18 PM
Timber Creek Capital Management LLC 2024 Q3 11/14/2024, 05:18 PM
EnCap Energy Capital Fund XI, L.P. 2024 Q3 11/14/2024, 05:18 PM
Semmax Financial Advisors Inc. 2024 Q3 11/14/2024, 05:17 PM
Bellevue Group AG 2024 Q3 11/14/2024, 05:16 PM
Valley Financial Group, Inc. 2024 Q3 11/14/2024, 05:16 PM
272 Capital LP 2024 Q3 11/14/2024, 05:16 PM
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2024 Q3 11/14/2024, 05:15 PM
AMERICAN CAPITAL MANAGEMENT INC 2024 Q3 11/14/2024, 05:15 PM
Caligan Partners LP 2024 Q3 11/14/2024, 05:15 PM
EnCap Partners GP, LLC 2024 Q3 11/14/2024, 05:15 PM
Tradition Wealth Management, LLC 2024 Q3 11/14/2024, 05:14 PM
EnCap Flatrock Midstream Fund III, L.P. 2024 Q3 11/14/2024, 05:14 PM
ARGA Investment Management, LP 2024 Q3 11/14/2024, 05:13 PM
KITCHING PARTNERS, LLC 2024 Q3 11/14/2024, 05:13 PM
EnCap Flatrock Midstream Fund IV, L.P. 2024 Q3 11/14/2024, 05:12 PM
Boxwood Ventures, Inc. 2024 Q3 11/14/2024, 05:12 PM
EnCap Energy Capital Fund IX, L.P. 2024 Q3 11/14/2024, 05:12 PM
EnCap Energy Capital Fund X, L.P. 2024 Q3 11/14/2024, 05:11 PM
GLAZER CAPITAL, LLC 2024 Q3 11/14/2024, 05:10 PM
Slotnik Capital, LLC 2024 Q3 11/14/2024, 05:10 PM
EnCap Energy Capital Fund VIII, L.P. 2024 Q3 11/14/2024, 05:10 PM
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2024 Q3 11/14/2024, 05:10 PM