Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
Plan Group Financial, LLC 2025 Q1 5/9/2025, 12:31 PM
Fortis Capital Management LLC 2025 Q1 5/9/2025, 12:29 PM
Rps Advisory Solutions Llc 2025 Q1 5/9/2025, 12:29 PM
Pitcairn Co 2025 Q1 5/9/2025, 12:23 PM
Drucker Wealth 3.0, LLC 2025 Q1 5/9/2025, 12:23 PM
Delta Asset Management Llc/Tn 2025 Q1 5/9/2025, 12:22 PM
Cantillon Capital Management Llc 2025 Q1 5/9/2025, 12:21 PM
Altium Capital Management LLC 2025 Q1 5/9/2025, 12:18 PM
GeoWealth Management, LLC 2025 Q1 5/9/2025, 12:13 PM
Associated Banc Corp 2025 Q1 5/9/2025, 12:08 PM
iA Global Asset Management Inc. 2025 Q1 5/9/2025, 12:07 PM
Abc Arbitrage Sa 2025 Q1 5/9/2025, 12:06 PM
Industrial Alliance Investment Management Inc. 2025 Q1 5/9/2025, 12:00 PM
Geneva Capital Management Llc 2025 Q1 5/9/2025, 11:59 AM
Accent Capital Management, LLC 2025 Q1 5/9/2025, 11:58 AM
Seelaus Asset Management LLC 2025 Q1 5/9/2025, 11:55 AM
Wells Financial Advisors INC 2025 Q1 5/9/2025, 11:54 AM
Strategic Investment Solutions, Inc. /IL 2025 Q1 5/9/2025, 11:51 AM
Ackerman Capital Advisors, LLC 2025 Q1 5/9/2025, 11:48 AM
Wade Financial Advisory, Inc 2025 Q1 5/9/2025, 11:46 AM
Vantage Consulting Group Inc 2025 Q1 5/9/2025, 11:44 AM
Weitz Investment Management, Inc. 2025 Q1 5/9/2025, 11:44 AM
Boulay Financial Advisors, LLC 2025 Q1 5/9/2025, 11:44 AM
IPG Investment Advisors LLC 2025 Q1 5/9/2025, 11:43 AM
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2025 Q1 5/9/2025, 11:42 AM
Tiller Private Wealth, Inc. 2025 Q1 5/9/2025, 11:42 AM
Bravias Capital Group, LLC 2025 Q1 5/9/2025, 11:42 AM
MWA Asset Management 2025 Q1 5/9/2025, 11:42 AM
Silver Coast Investments LLC 2025 Q1 5/9/2025, 11:39 AM
Probity Advisors, Inc. 2025 Q1 5/9/2025, 11:39 AM
Credit Capital Investments LLC 2025 Q1 5/9/2025, 11:38 AM
Haverford Financial Services, Inc. 2025 Q1 5/9/2025, 11:38 AM
Element Pointe Advisors, Llc 2025 Q1 5/9/2025, 11:38 AM
Halter Ferguson Financial Inc. 2025 Q1 5/9/2025, 11:37 AM
Evolutionary Tree Capital Management, LLC 2025 Q1 5/9/2025, 11:36 AM
Capstone Financial Advisors, Inc. 2025 Q1 5/9/2025, 11:36 AM
Hillsdale Investment Management Inc. 2025 Q1 5/9/2025, 11:30 AM
Milestone Resources Group Ltd 2025 Q1 5/9/2025, 11:29 AM
Frazier Financial Advisors, LLC 2025 Q1 5/9/2025, 11:29 AM
West Tower Group, LLC 2025 Q1 5/9/2025, 11:28 AM
Beddow Capital Management Inc 2025 Q1 5/9/2025, 11:18 AM
Rollins Financial Advisors, LLC 2025 Q1 5/9/2025, 11:18 AM
Earned Wealth Advisors, Llc 2025 Q1 5/9/2025, 11:07 AM
Sound Financial Strategies Group, LLC 2025 Q1 5/9/2025, 11:06 AM
Marble Harbor Investment Counsel, LLC 2025 Q1 5/9/2025, 11:04 AM
SGL Investment Advisors, Inc. 2025 Q1 5/9/2025, 11:02 AM
Connable Office Inc 2025 Q1 5/9/2025, 11:00 AM
Thompson Siegel & Walmsley Llc 2025 Q1 5/9/2025, 10:58 AM
Ofi Invest Asset Management 2025 Q1 5/9/2025, 10:58 AM
Mufg Securities (Canada), Ltd. 2025 Q1 5/9/2025, 10:58 AM
William Blair Investment Management, Llc 2025 Q1 5/9/2025, 10:57 AM
Mitchell Capital Management Co 2025 Q1 5/9/2025, 10:54 AM
Ogorek Anthony Joseph /Ny/ /Adv 2025 Q1 5/9/2025, 10:50 AM
X-Square Capital, LLC 2025 Q1 5/9/2025, 10:50 AM
Glass Wealth Management Co LLC 2025 Q1 5/9/2025, 10:48 AM
Euro Pacific Asset Management, LLC 2025 Q1 5/9/2025, 10:47 AM
CoreCap Advisors, LLC 2025 Q1 5/9/2025, 10:47 AM
TD Waterhouse Canada Inc. 2025 Q1 5/9/2025, 10:46 AM
Police & Firemen's Retirement System of New Jersey 2025 Q1 5/9/2025, 10:40 AM
Orleans Capital Management Corp/La 2025 Q1 5/9/2025, 10:37 AM
Kickstand Ventures, Llc. 2025 Q1 5/9/2025, 10:29 AM
Kinney Asset Management, Llc 2025 Q1 5/9/2025, 10:28 AM
Ruffer LLP 2025 Q1 5/9/2025, 10:28 AM
Westfield Capital Management Co Lp 2025 Q1 5/9/2025, 10:27 AM
Delta Accumulation, LLC 2025 Q1 5/9/2025, 10:24 AM
Sfmg, Llc 2025 Q1 5/9/2025, 10:24 AM
Solitude Financial Services 2025 Q1 5/9/2025, 10:22 AM
E-L Financial Corp Ltd 2025 Q1 5/9/2025, 10:22 AM
Empire Life Investments Inc. 2025 Q1 5/9/2025, 10:17 AM
Clearstead Trust, LLC 2025 Q1 5/9/2025, 10:17 AM
Gill Capital Partners, Llc 2025 Q1 5/9/2025, 10:16 AM
Ing Groep Nv 2025 Q1 5/9/2025, 10:13 AM
NewEdge Wealth, LLC 2025 Q1 5/9/2025, 10:01 AM
Allianz Se 2025 Q1 5/9/2025, 10:01 AM
Generation Capital Management LLC 2025 Q1 5/9/2025, 10:00 AM
Prairieview Wealth Partners, Llc 2025 Q1 5/9/2025, 09:59 AM
Blue Sky Capital Consultants Group, Inc. 2025 Q1 5/9/2025, 09:58 AM
Avalon Trust Co 2025 Q1 5/9/2025, 09:54 AM
Cumberland Advisors Inc 2025 Q1 5/9/2025, 09:51 AM
L & S Advisors Inc 2025 Q1 5/9/2025, 09:49 AM
Manchester Capital Management LLC 2025 Q1 5/9/2025, 09:49 AM
M.D. Sass, LLC 2025 Q1 5/9/2025, 09:47 AM
Delta Financial Group, Inc. 2025 Q1 5/9/2025, 09:46 AM
Tandem Investment Partners LLC 2025 Q1 5/9/2025, 09:43 AM
CCLA Investment Management 2025 Q1 5/9/2025, 09:36 AM
Fairfield Financial Advisors, LTD 2025 Q1 5/9/2025, 09:29 AM
Armor Advisors, L.L.C. 2025 Q1 5/9/2025, 09:27 AM
Haven Private, LLC 2025 Q1 5/9/2025, 09:25 AM
Blair William & Co/Il 2025 Q1 5/9/2025, 09:23 AM
Heritage Trust Co 2025 Q1 5/9/2025, 09:22 AM
Argent Trust Co 2025 Q1 5/9/2025, 09:14 AM
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2025 Q1 5/9/2025, 09:11 AM
IDG China Capital Fund III Associates L.P. 2025 Q1 5/9/2025, 09:01 AM
DJE Kapital AG 2025 Q1 5/9/2025, 08:55 AM
Supplemental Annuity Collective Trust of NJ 2025 Q1 5/9/2025, 08:53 AM
IDG Technology Venture Investment IV, LLC 2025 Q1 5/9/2025, 08:51 AM
State of New Jersey Common Pension Fund E 2025 Q1 5/9/2025, 08:47 AM
IDG China Venture Capital Fund V Associates L.P. 2025 Q1 5/9/2025, 08:44 AM
State of New Jersey Common Pension Fund A 2025 Q1 5/9/2025, 08:44 AM
Commonwealth Equity Services, Llc 2025 Q1 5/9/2025, 08:42 AM