Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
Allied Investment Advisors, LLC 2024 Q3 10/4/2024, 04:35 PM
Fluent Financial, LLC 2024 Q3 10/4/2024, 04:35 PM
Biltmore Wealth Management, LLC 2024 Q3 10/4/2024, 04:35 PM
Triton Wealth Management, PLLC 2024 Q3 10/4/2024, 04:34 PM
Northwest Quadrant Wealth Management, LLC 2024 Q3 10/4/2024, 04:34 PM
Capital CS Group, LLC 2024 Q3 10/4/2024, 04:33 PM
Ausdal Financial Partners, Inc. 2024 Q3 10/4/2024, 04:32 PM
Thrive Wealth Management, LLC 2024 Q3 10/4/2024, 04:32 PM
Breakwater Capital Group 2024 Q3 10/4/2024, 04:32 PM
McNaughton Wealth Management, LLC 2024 Q3 10/4/2024, 04:31 PM
AMI INVESTMENT MANAGEMENT INC 2024 Q3 10/4/2024, 04:31 PM
Wallace Advisory Group, LLC 2024 Q3 10/4/2024, 04:30 PM
INSPIRION WEALTH ADVISORS, LLC 2024 Q3 10/4/2024, 04:29 PM
HARBOR INVESTMENT ADVISORY, LLC 2024 Q3 10/4/2024, 04:28 PM
Curated Wealth Partners LLC 2024 Q3 10/4/2024, 04:28 PM
CISCO SYSTEMS, INC. 2024 Q3 10/4/2024, 04:23 PM
Mirador Capital Partners LP 2024 Q3 10/4/2024, 04:19 PM
CENTRAL VALLEY ADVISORS, LLC 2024 Q3 10/4/2024, 04:16 PM
Great Waters Wealth Management 2024 Q3 10/4/2024, 04:11 PM
Asset Management Resources, LLC 2024 Q3 10/4/2024, 04:10 PM
ECLECTIC ASSOCIATES INC /ADV 2024 Q3 10/4/2024, 04:09 PM
Eldred Rock Partners, LLC 2024 Q3 10/4/2024, 04:09 PM
Gainplan LLC 2024 Q3 10/4/2024, 04:08 PM
Seneca House Advisors 2024 Q3 10/4/2024, 04:07 PM
Goelzer Investment Management, Inc. 2024 Q3 10/4/2024, 04:07 PM
LWMG, LLC 2024 Q3 10/4/2024, 04:01 PM
ARKANSAS FINANCIAL GROUP, INC. 2024 Q3 10/4/2024, 03:59 PM
Halpern Financial, Inc. 2024 Q3 10/4/2024, 03:52 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2017 Q4 - Restatement 10/4/2024, 03:29 PM
COLLECTIVE FAMILY OFFICE LLC 2024 Q3 10/4/2024, 03:22 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2018 Q1 - Restatement 10/4/2024, 02:59 PM
Quent Capital, LLC 2024 Q3 10/4/2024, 02:57 PM
Trivant Custom Portfolio Group, LLC 2024 Q3 10/4/2024, 02:56 PM
Corrigan Financial, Inc. 2024 Q3 10/4/2024, 02:23 PM
Sowell Financial Services LLC 2024 Q3 10/4/2024, 02:12 PM
HBW ADVISORY SERVICES LLC 2024 Q3 10/4/2024, 02:06 PM
BURNS J W & CO INC/NY 2024 Q3 10/4/2024, 01:54 PM
Stairway Partners, LLC 2024 Q3 10/4/2024, 01:54 PM
LL Funds, LLC 2024 Q3 10/4/2024, 01:13 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2018 Q2 - Restatement 10/4/2024, 01:07 PM
Silverberg Bernstein Capital Management LLC 2024 Q3 10/4/2024, 12:41 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2018 Q3 - Restatement 10/4/2024, 12:20 PM
CULLEN INVESTMENT GROUP, LTD. 2024 Q3 10/4/2024, 12:17 PM
Bard Financial Services, Inc. 2024 Q3 10/4/2024, 12:11 PM
Ridgewood Investments LLC 2024 Q3 10/4/2024, 11:46 AM
ZRC WEALTH MANAGEMENT, LLC 2024 Q3 10/4/2024, 11:33 AM
SYQUANT CAPITAL SAS 2024 Q3 10/4/2024, 11:15 AM
Waycross Investment Management Co 2024 Q3 10/4/2024, 11:15 AM
WRIGHT INVESTORS SERVICE INC 2024 Q3 10/4/2024, 11:11 AM
HFG Wealth Management, LLC 2024 Q3 10/4/2024, 10:52 AM
waypoint wealth counsel 2024 Q3 10/4/2024, 10:42 AM
CHEMUNG CANAL TRUST CO 2024 Q3 10/4/2024, 10:38 AM
RJA Asset Management LLC 2024 Q3 10/4/2024, 10:37 AM
ORSER CAPITAL MANAGEMENT, LLC 2024 Q3 10/4/2024, 10:20 AM
Grandview Asset Management LLC 2024 Q3 10/4/2024, 10:20 AM
First International Bank & Trust 2024 Q3 10/4/2024, 10:02 AM
Handelsbanken Fonder AB 2024 Q3 10/4/2024, 09:59 AM
Red Spruce Capital, LLC 2024 Q3 10/4/2024, 08:56 AM
Lind Value II ApS 2024 Q3 10/4/2024, 08:15 AM
GuoLine Advisory Pte Ltd 2024 Q3 10/3/2024, 09:53 PM
Franchise Capital Ltd 2024 Q3 10/3/2024, 08:48 PM
GP Brinson Investments LLC 2024 Q3 10/3/2024, 06:10 PM
LifePlan Financial, LLC 2024 Q3 10/3/2024, 06:28 PM
MRA Advisory Group 2024 Q3 10/3/2024, 06:00 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2018 Q4 - Restatement 10/3/2024, 05:02 PM
Marotta Asset Management 2024 Q3 10/3/2024, 04:42 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2019 Q1 - Restatement 10/3/2024, 04:26 PM
Stephens Group, LLC 2024 Q3 10/3/2024, 04:20 PM
Sterneck Capital Management, LLC 2024 Q3 10/3/2024, 03:48 PM
CANANDAIGUA NATIONAL BANK & TRUST CO 2024 Q3 10/3/2024, 03:44 PM
Single Point Partners, LLC 2024 Q3 10/3/2024, 03:42 PM
FARMERS TRUST CO 2024 Q3 10/3/2024, 03:39 PM
Meritas Wealth Management, LLC 2024 Q3 10/3/2024, 03:36 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2019 Q2 - Restatement 10/3/2024, 03:32 PM
Johnson & White Wealth Management, LLC 2024 Q3 10/3/2024, 03:25 PM
PARK AVENUE SECURITIES LLC 2024 Q3 10/3/2024, 03:22 PM
Wiser Wealth Management, Inc 2024 Q3 10/3/2024, 03:18 PM
Somnio Financial Group, LLC 2024 Q3 10/3/2024, 03:17 PM
Alpha Omega Wealth Management LLC 2024 Q3 10/3/2024, 03:13 PM
Trinity Financial Advisors LLC 2024 Q3 10/3/2024, 03:04 PM
Trust Co 2024 Q3 10/3/2024, 02:57 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2019 Q3 - Restatement 10/3/2024, 02:56 PM
Dominguez Wealth Management Solutions, Inc. 2024 Q3 10/3/2024, 02:57 PM
LILLY ENDOWMENT INC 2024 Q3 10/3/2024, 02:56 PM
Apella Capital, LLC 2024 Q3 10/3/2024, 02:53 PM
LVM CAPITAL MANAGEMENT LTD/MI 2024 Q3 10/3/2024, 02:38 PM
Delta Financial Group, Inc. 2024 Q3 10/3/2024, 02:33 PM
Deane Retirement Strategies, Inc. 2024 Q3 10/3/2024, 02:30 PM
Monterey Private Wealth, Inc. 2024 Q3 10/3/2024, 02:22 PM
CJM Wealth Advisers, Ltd. 2024 Q3 10/3/2024, 02:13 PM
Granite Bay Wealth Management, LLC 2024 Q3 10/3/2024, 01:59 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2019 Q4 - Restatement 10/3/2024, 01:56 PM
Capital Market Strategies LLC 2024 Q3 10/3/2024, 01:57 PM
SG Americas Securities, LLC 2024 Q3 10/3/2024, 01:53 PM
PRIVATE CLIENT SERVICES, LLC 2024 Q3 10/3/2024, 01:01 PM
Duncan Williams Asset Management, LLC 2024 Q3 10/3/2024, 12:58 PM
Exome Asset Management LLC 2024 Q2 - Restatement 10/3/2024, 12:55 PM
First Citizens Financial Corp 2024 Q3 10/3/2024, 12:28 PM
MOODY NATIONAL BANK TRUST DIVISION 2024 Q3 10/3/2024, 12:19 PM
PRESILIUM PRIVATE WEALTH, LLC 2024 Q3 10/3/2024, 12:17 PM