| 19 Oct 2026, 18:40:12 UTC |
13F-HR |
HICKS CAPITAL MANAGEMENT LLC
CIK 0002062978
|
2026 Q3
Open parsed portfolio
|
39 |
$121,969,841 |
Open SEC source
|
| 19 Oct 2026, 18:32:06 UTC |
13F-HR |
Lakeside Advisors, INC.
CIK 0001913467
|
2026 Q3
Open parsed portfolio
|
66 |
$171,285,556 |
Open SEC source
|
| 19 Oct 2026, 18:29:35 UTC |
13F-HR/A |
ICG Advisors, LLC
CIK 0002089727
|
2026 Q3 - Restatement
Open parsed portfolio
|
7 |
$136,489,992 |
Open SEC source
|
| 19 Oct 2026, 18:28:01 UTC |
13F-HR |
Vision Capital Management, Inc.
CIK 0001417889
|
2026 Q3
Open parsed portfolio
|
151 |
$881,535,200 |
Open SEC source
|
| 19 Oct 2026, 18:27:15 UTC |
13F-HR |
Kenora Financial, LLC
CIK 0001990080
|
2026 Q3
Open parsed portfolio
|
131 |
$320,995,393 |
Open SEC source
|
| 19 Oct 2026, 18:19:09 UTC |
13F-HR |
Hingham Institution for Savings
CIK 0002044671
|
2026 Q3
Open parsed portfolio
|
15 |
$134,049,109 |
Open SEC source
|
| 19 Oct 2026, 17:58:43 UTC |
13F-HR |
TRED AVON FAMILY WEALTH, LLC
CIK 0002094435
|
2026 Q3
Open parsed portfolio
|
261 |
$329,420,880 |
Open SEC source
|
| 19 Oct 2026, 17:52:44 UTC |
13F-HR |
FOCUSED ALPHA, LLC
CIK 0002105062
|
2026 Q3
Open parsed portfolio
|
249 |
$401,997,663 |
Open SEC source
|
| 19 Oct 2026, 17:51:28 UTC |
13F-HR |
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
|
2026 Q3
Open parsed portfolio
|
125 |
$415,040,269 |
Open SEC source
|
| 19 Oct 2026, 17:47:01 UTC |
13F-HR |
tru Independence LLC
CIK 0001785445
|
2026 Q3
Open parsed portfolio
|
109 |
$233,903,733 |
Open SEC source
|
| 19 Oct 2026, 17:41:44 UTC |
13F-HR |
Parkway Wealth Management Group, LLC
CIK 0002065679
|
2026 Q3
Open parsed portfolio
|
144 |
$868,716,050 |
Open SEC source
|
| 19 Oct 2026, 17:36:25 UTC |
13F-HR |
Freedom Day Solutions, LLC
CIK 0001467517
|
2026 Q3
Open parsed portfolio
|
133 |
$454,836,577 |
Open SEC source
|
| 19 Oct 2026, 17:34:28 UTC |
13F-HR |
Mayfair Advisory Group, LLC
CIK 0001801926
|
2026 Q3
Open parsed portfolio
|
186 |
$344,712,387 |
Open SEC source
|
| 19 Oct 2026, 17:34:00 UTC |
13F-HR |
Eagle Wealth Advisors LLC
CIK 0002107271
|
2026 Q3
Open parsed portfolio
|
102 |
$136,162,848 |
Open SEC source
|
| 19 Oct 2026, 17:26:53 UTC |
13F-HR |
Yarbrough Capital, LLC
CIK 0001767686
|
2026 Q3
Open parsed portfolio
|
81 |
$3,583,247,377 |
Open SEC source
|
| 19 Oct 2026, 17:23:43 UTC |
13F-HR |
Value Partners Investments Inc.
CIK 0001800916
|
2026 Q3
Open parsed portfolio
|
103 |
$1,442,242,282 |
Open SEC source
|
| 19 Oct 2026, 17:13:49 UTC |
13F-HR |
Fairvoy Private Wealth, LLC
CIK 0002046607
|
2026 Q3
Open parsed portfolio
|
210 |
$496,325,121 |
Open SEC source
|
| 19 Oct 2026, 17:10:43 UTC |
13F-HR |
Trellis Wealth Advisors LLC
CIK 0001989031
|
2026 Q3
Open parsed portfolio
|
115 |
$299,246,988 |
Open SEC source
|
| 19 Oct 2026, 17:00:09 UTC |
13F-HR |
CLARK FINANCIAL SERVICES GROUP INC /BD
CIK 0001001011
|
2026 Q3
Open parsed portfolio
|
94 |
$214,212,689 |
Open SEC source
|
| 19 Oct 2026, 16:54:17 UTC |
13F-HR |
Hidden Cove Wealth Management, LLC
CIK 0001963736
|
2026 Q3
Open parsed portfolio
|
149 |
$186,776,694 |
Open SEC source
|
| 19 Oct 2026, 16:52:31 UTC |
13F-HR |
TENET WEALTH PARTNERS, LLC
CIK 0002149209
|
2026 Q3
Open parsed portfolio
|
107 |
$142,332,367 |
Open SEC source
|
| 19 Oct 2026, 16:52:31 UTC |
13F-HR |
McHugh Group, LLC
CIK 0002052657
|
2026 Q3
Open parsed portfolio
|
88 |
$204,074,154 |
Open SEC source
|
| 19 Oct 2026, 16:51:05 UTC |
13F-HR |
Kercheville Advisors, LLC
CIK 0001890748
|
2026 Q3
Open parsed portfolio
|
119 |
$361,386,802 |
Open SEC source
|
| 19 Oct 2026, 16:48:45 UTC |
13F-HR |
Integrated Wealth Management
CIK 0002113155
|
2026 Q3
Open parsed portfolio
|
99 |
$101,574,266 |
Open SEC source
|
| 19 Oct 2026, 16:47:23 UTC |
13F-HR |
Penn Mutual Asset Management
CIK 0000855702
|
2026 Q3
Open parsed portfolio
|
7 |
$23,117,593 |
Open SEC source
|
| 19 Oct 2026, 16:47:19 UTC |
13F-HR |
Gold Investment Management Ltd.
CIK 0002006008
|
2026 Q3
Open parsed portfolio
|
198 |
$357,236,453 |
Open SEC source
|
| 19 Oct 2026, 16:46:19 UTC |
13F-HR |
AA Financial Advisors, LLC
CIK 0002016899
|
2026 Q3
Open parsed portfolio
|
251 |
$840,198,615 |
Open SEC source
|
| 19 Oct 2026, 16:44:44 UTC |
13F-HR |
Brueske Advisory Services, LLC
CIK 0001879492
|
2026 Q3
Open parsed portfolio
|
0 |
$0 |
Open SEC source
|
| 19 Oct 2026, 16:41:40 UTC |
13F-HR |
Fortitude Financial, LLC
CIK 0002066105
|
2026 Q3
Open parsed portfolio
|
43 |
$211,991,448 |
Open SEC source
|
| 19 Oct 2026, 16:37:37 UTC |
13F-HR |
Teamwork Financial Advisors, LLC
CIK 0001629931
|
2026 Q3
Open parsed portfolio
|
150 |
$864,282,081 |
Open SEC source
|
| 19 Oct 2026, 16:36:42 UTC |
13F-HR |
Greg Jennings, LLC
CIK 0002160590
|
2026 Q3
Open parsed portfolio
|
49 |
$142,295,999 |
Open SEC source
|
| 19 Oct 2026, 16:36:07 UTC |
13F-HR |
Abel Hall, LLC
CIK 0002013339
|
2026 Q3
Open parsed portfolio
|
890 |
$555,588,381 |
Open SEC source
|
| 19 Oct 2026, 16:35:57 UTC |
13F-HR |
LIFELONG WEALTH ADVISORS, INC.
CIK 0002051717
|
2026 Q3
Open parsed portfolio
|
102 |
$431,010,531 |
Open SEC source
|
| 19 Oct 2026, 16:35:54 UTC |
13F-HR |
PMG Family Office LLC
CIK 0002102299
|
2026 Q3
Open parsed portfolio
|
112 |
$108,106,732 |
Open SEC source
|
| 19 Oct 2026, 16:34:19 UTC |
13F-HR |
Crown Wealth Group, LLC
CIK 0001845698
|
2026 Q3
Open parsed portfolio
|
148 |
$403,534,022 |
Open SEC source
|
| 19 Oct 2026, 16:33:55 UTC |
13F-HR |
Kagan Cocozza Asset Management
CIK 0002064489
|
2026 Q3
Open parsed portfolio
|
66 |
$161,668,187 |
Open SEC source
|
| 19 Oct 2026, 16:32:44 UTC |
13F-HR |
MontVue Capital Management, Inc.
CIK 0002008758
|
2026 Q3
Open parsed portfolio
|
73 |
$171,301,405 |
Open SEC source
|
| 19 Oct 2026, 16:31:33 UTC |
13F-HR |
LOCKERMAN FINANCIAL GROUP, INC.
CIK 0001906539
|
2026 Q3
Open parsed portfolio
|
89 |
$69,727,272 |
Open SEC source
|
| 19 Oct 2026, 16:30:45 UTC |
13F-HR |
Legacy Advisors, LLC
CIK 0001720969
|
2026 Q3
Open parsed portfolio
|
318 |
$1,050,179,911 |
Open SEC source
|
| 19 Oct 2026, 16:30:31 UTC |
13F-HR |
STACKSTONE WEALTH, LLC
CIK 0002153379
|
2026 Q3
Open parsed portfolio
|
323 |
$1,014,602,226 |
Open SEC source
|
| 19 Oct 2026, 16:30:04 UTC |
13F-HR |
Key Client Fiduciary Advisors, LLC
CIK 0001912612
|
2026 Q3
Open parsed portfolio
|
220 |
$355,363,472 |
Open SEC source
|
| 19 Oct 2026, 16:29:39 UTC |
13F-HR |
LVW Advisors, LLC
CIK 0001576053
|
2026 Q3
Open parsed portfolio
|
459 |
$1,179,813,451 |
Open SEC source
|
| 19 Oct 2026, 16:28:57 UTC |
13F-HR |
Cordoba Advisory Partners LLC
CIK 0002067133
|
2026 Q3
Open parsed portfolio
|
153 |
$812,896,874 |
Open SEC source
|
| 19 Oct 2026, 16:28:51 UTC |
13F-HR |
CWA Asset Management Group, LLC
CIK 0001667134
|
2026 Q3
Open parsed portfolio
|
712 |
$3,370,282,660 |
Open SEC source
|
| 19 Oct 2026, 16:27:36 UTC |
13F-HR |
Verisail Partners, LLC
CIK 0002016904
|
2026 Q3
Open parsed portfolio
|
29 |
$270,079,578 |
Open SEC source
|
| 19 Oct 2026, 16:26:47 UTC |
13F-HR |
Williams Financial, LLC
CIK 0001846923
|
2026 Q3
Open parsed portfolio
|
31 |
$196,601,047 |
Open SEC source
|
| 19 Oct 2026, 16:26:34 UTC |
13F-HR |
CFS Investment Advisory Services, LLC
CIK 0001845688
|
2026 Q3
Open parsed portfolio
|
361 |
$1,541,279,804 |
Open SEC source
|
| 19 Oct 2026, 16:26:07 UTC |
13F-HR |
Cordatus Wealth Management LLC
CIK 0001715862
|
2026 Q3
Open parsed portfolio
|
160 |
$450,597,776 |
Open SEC source
|
| 19 Oct 2026, 16:25:38 UTC |
13F-HR |
Grandview Asset Management LLC
CIK 0001766791
|
2026 Q3
Open parsed portfolio
|
132 |
$361,031,331 |
Open SEC source
|
| 19 Oct 2026, 16:25:09 UTC |
13F-HR |
Investment Research Partners LLC
CIK 0002069274
|
2026 Q3
Open parsed portfolio
|
280 |
$295,324,099 |
Open SEC source
|