Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
STF Management LP 2025 Q1 5/13/2025, 03:45 PM
W Advisors, Llc 2025 Q1 5/13/2025, 03:44 PM
United Capital Financial Advisors, Llc 2025 Q1 5/13/2025, 03:43 PM
PFG Private Wealth Management, LLC 2025 Q1 5/13/2025, 03:42 PM
Great Diamond Partners, LLC 2025 Q1 5/13/2025, 03:42 PM
Barrier Capital Management, LLC 2025 Q1 5/13/2025, 03:40 PM
Magnolia Capital Advisors Llc 2025 Q1 5/13/2025, 03:40 PM
Kaleidoscope Capital Lp 2025 Q1 5/13/2025, 03:40 PM
Leuthold Group, Llc 2025 Q1 5/13/2025, 03:40 PM
Cornerstone Financial Group, LLC /NE/ 2025 Q1 5/13/2025, 03:39 PM
Ballast Asset Management, LP 2025 Q1 5/13/2025, 03:38 PM
Stokes Family Office, LLC 2025 Q1 5/13/2025, 03:38 PM
V-Square Quantitative Management LLC 2025 Q1 5/13/2025, 03:38 PM
CIBC Asset Management Inc 2025 Q1 5/13/2025, 03:36 PM
Invenio Wealth Partners Llc 2025 Q1 5/13/2025, 03:36 PM
VestGen Investment Management 2025 Q1 5/13/2025, 03:35 PM
Wafra Inc. 2025 Q1 5/13/2025, 03:34 PM
California Public Employees Retirement System 2025 Q1 5/13/2025, 03:34 PM
PACK Private Wealth, LLC 2025 Q1 5/13/2025, 03:33 PM
Paragon Associates & Paragon Associates II Joint Venture 2025 Q1 5/13/2025, 03:33 PM
SevenBridge Financial Group, LLC 2025 Q1 5/13/2025, 03:33 PM
Arvin Capital Management LP 2025 Q1 5/13/2025, 03:31 PM
Raymond James Financial Inc 2025 Q1 5/13/2025, 03:30 PM
Sprucegrove Investment Management Ltd 2025 Q1 5/13/2025, 03:29 PM
Eaton Financial Holdings Company, LLC 2025 Q1 5/13/2025, 03:27 PM
Comprehensive Wealth Management, LLC 2025 Q1 5/13/2025, 03:27 PM
Akre Capital Management Llc 2025 Q1 5/13/2025, 03:26 PM
DDFG, Inc 2025 Q1 5/13/2025, 03:25 PM
Somerset Group LLC 2025 Q1 5/13/2025, 03:24 PM
Menora Mivtachim Holdings Ltd. 2025 Q1 5/13/2025, 03:20 PM
LFL Advisers, LLC 2025 Q1 5/13/2025, 03:20 PM
Elevatus Welath Management 2025 Q1 5/13/2025, 03:20 PM
Philadelphia Trust Co 2025 Q1 5/13/2025, 03:19 PM
Ar Asset Management Inc 2025 Q1 5/13/2025, 03:17 PM
Cowa, Llc 2025 Q1 5/13/2025, 03:11 PM
Pinnacle Holdings, LLC 2025 Q1 5/13/2025, 03:10 PM
Timelo Investment Management Inc. 2025 Q1 5/13/2025, 03:09 PM
Oder Investment Management, LLC 2025 Q1 5/13/2025, 03:08 PM
Magnolia Capital Advisors Llc 2024 Q4 - New Holdings 5/13/2025, 03:05 PM
Cresset Asset Management, LLC 2025 Q1 5/13/2025, 03:04 PM
Schneider Downs Wealth Management Advisors, LP 2025 Q1 5/13/2025, 03:04 PM
Alliance Wealth Advisors, LLC /UT 2025 Q1 5/13/2025, 03:02 PM
Twin Focus Capital Partners, Llc 2025 Q1 5/13/2025, 03:02 PM
Dynamic Financial Group 2025 Q1 5/13/2025, 03:01 PM
Essex Woodlands Management, Inc. 2025 Q1 5/13/2025, 03:00 PM
Capital Counsel Llc/Ny 2024 Q4 - Restatement 5/13/2025, 03:00 PM
Weik Capital Management 2025 Q1 5/13/2025, 03:00 PM
Roanoke Asset Management Corp/ Ny 2025 Q1 5/13/2025, 02:59 PM
Elm Partners Management LLC 2025 Q1 5/13/2025, 02:59 PM
Perritt Capital Management Inc 2025 Q1 5/13/2025, 02:59 PM
OV Management LLC 2025 Q1 5/13/2025, 02:58 PM
Olympiad Research LP 2025 Q1 5/13/2025, 02:58 PM
Renaissance Group Llc 2025 Q1 5/13/2025, 02:57 PM
Umpqua Bank 2025 Q1 5/13/2025, 02:57 PM
Garrison Point Advisors, Llc 2025 Q1 5/13/2025, 02:57 PM
Cornerstone Capital, Inc. 2025 Q1 5/13/2025, 02:56 PM
Fire Capital Management LLC 2025 Q1 5/13/2025, 02:54 PM
Sittner & Nelson, Llc 2025 Q1 5/13/2025, 02:52 PM
StrongBox Wealth, LLC 2025 Q1 5/13/2025, 02:52 PM
Glenorchy Capital Ltd 2025 Q1 5/13/2025, 02:51 PM
Gardner Russo & Quinn Llc 2025 Q1 5/13/2025, 02:51 PM
Allegheny Financial Group 2025 Q1 5/13/2025, 02:51 PM
Quantum Private Wealth, LLC 2025 Q1 5/13/2025, 02:50 PM
German American Bancorp, Inc. 2025 Q1 5/13/2025, 02:47 PM
Standard Family Office LLC 2025 Q1 5/13/2025, 02:47 PM
Charter Oak Advisors LP 2025 Q1 5/13/2025, 02:45 PM
Evoke Wealth, Llc 2025 Q1 5/13/2025, 02:45 PM
Cladis Investment Advisory, LLC 2025 Q1 5/13/2025, 02:45 PM
Steward Partners Investment Advisory, LLC 2025 Q1 5/13/2025, 02:44 PM
Intrepid Financial Planning Group LLC 2025 Q1 5/13/2025, 02:43 PM
Partners Group Holding AG 2025 Q1 5/13/2025, 02:39 PM
Wellington Management Group Llp 2025 Q1 5/13/2025, 02:35 PM
Fuller & Thaler Asset Management, Inc. 2025 Q1 5/13/2025, 02:35 PM
Lee Financial Co 2025 Q1 5/13/2025, 02:33 PM
Crux Wealth Advisors 2025 Q1 5/13/2025, 02:31 PM
10Elms LLP 2025 Q1 5/13/2025, 02:31 PM
Fidato Wealth LLC 2025 Q1 5/13/2025, 02:30 PM
Pollock Investment Advisors, LLC 2025 Q1 5/13/2025, 02:27 PM
Covington Investment Advisors Inc. 2024 Q4 - Restatement 5/13/2025, 02:26 PM
Tikvah Management LLC 2025 Q1 5/13/2025, 02:26 PM
Fairfield, Bush & Co. 2025 Q1 5/13/2025, 02:24 PM
Giverny Capital Inc. 2025 Q1 5/13/2025, 02:23 PM
Rwa Wealth Partners, Llc 2025 Q1 5/13/2025, 02:20 PM
GSG Advisors LLC 2025 Q1 5/13/2025, 02:19 PM
Pinnacle Wealth Management, LLC 2025 Q1 5/13/2025, 02:19 PM
Petix & Botte Co 2025 Q1 5/13/2025, 02:18 PM
M Holdings Securities, Inc. 2025 Q1 5/13/2025, 02:17 PM
Quantbot Technologies LP 2025 Q1 5/13/2025, 02:17 PM
PL Capital Advisors, LLC 2025 Q1 5/13/2025, 02:17 PM
Forefront Analytics, LLC 2025 Q1 5/13/2025, 02:16 PM
Financial Advisors Network, Inc. 2025 Q1 5/13/2025, 02:16 PM
Lincoln Capital LLC 2025 Q1 5/13/2025, 02:15 PM
Sensible Money, LLC 2025 Q1 5/13/2025, 02:13 PM
Conscious Wealth Investments, Llc 2025 Q1 5/13/2025, 02:13 PM
Forvis Mazars Wealth Advisors, LLC 2025 Q1 5/13/2025, 02:13 PM
SW Investment Management LLC 2025 Q1 5/13/2025, 02:10 PM
Boston Family Office Llc 2025 Q1 5/13/2025, 02:09 PM
Progressive Investment Management Corp 2025 Q1 5/13/2025, 02:09 PM
Global Endowment Management, LP 2025 Q1 5/13/2025, 02:08 PM
Tocqueville Asset Management L.P. 2025 Q1 5/13/2025, 02:08 PM