Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
Pnc Financial Services Group, Inc. 2025 Q1 5/9/2025, 06:55 AM
Mitsubishi UFJ Trust & Banking Corp 2025 Q1 5/9/2025, 06:45 AM
Mirabaud & Cie SA 2025 Q1 5/9/2025, 06:20 AM
R Squared Ltd 2025 Q1 5/9/2025, 06:18 AM
MASO CAPITAL PARTNERS Ltd 2025 Q1 5/9/2025, 06:18 AM
Banco Santander, S.A. 2025 Q1 5/9/2025, 06:15 AM
Mitsubishi Ufj Financial Group Inc 2025 Q1 5/9/2025, 06:15 AM
MUFG Bank, Ltd. 2025 Q1 5/9/2025, 06:15 AM
Forge First Asset Management Inc. 2025 Q1 5/9/2025, 06:08 AM
Aegis Financial Corp 2025 Q1 5/9/2025, 06:01 AM
Andar Capital Management HK Ltd 2025 Q1 5/8/2025, 09:59 PM
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2025 Q1 5/8/2025, 09:55 PM
OVERSEA-CHINESE BANKING Corp Ltd 2025 Q1 - Restatement 5/8/2025, 09:16 PM
Westchester Capital Management, Inc. 2025 Q1 5/8/2025, 08:33 PM
Pacific Ridge Capital Partners, LLC 2025 Q1 5/8/2025, 08:31 PM
Privium Fund Management B.V. 2025 Q1 5/8/2025, 08:23 PM
Privium Fund Management (UK) Ltd 2025 Q1 5/8/2025, 08:21 PM
Cumberland Partners Ltd 2025 Q1 5/8/2025, 08:16 PM
Novus Advisors, Llc 2025 Q1 5/8/2025, 07:53 PM
Klein Pavlis & Peasley Financial, Inc. 2025 Q1 5/8/2025, 07:47 PM
Phocas Financial Corp. 2025 Q1 5/8/2025, 07:45 PM
JCP Investment Management, LLC 2025 Q1 5/8/2025, 07:44 PM
Powell Investment Advisors, LLC 2025 Q1 5/8/2025, 07:04 PM
Cheviot Value Management, LLC 2025 Q1 5/8/2025, 07:03 PM
Cedar Wealth Management, LLC 2025 Q1 5/8/2025, 06:55 PM
Quantum Financial Planning Services, Inc. 2025 Q1 5/8/2025, 06:51 PM
Palisades Hudson Asset Management, L.P. 2025 Q1 5/8/2025, 06:24 PM
Liberty Wealth Management Llc 2025 Q1 5/8/2025, 06:18 PM
Alfreton Capital LLP 2025 Q1 5/8/2025, 06:15 PM
SCP Investment, LP 2025 Q1 5/8/2025, 06:11 PM
DCF Advisers, LLC 2025 Q1 5/8/2025, 06:05 PM
Beta Wealth Group, Inc. 2025 Q1 5/8/2025, 06:02 PM
Minerva Advisors LLC 2025 Q1 - Restatement 5/8/2025, 05:59 PM
Malaga Cove Capital, LLC 2025 Q1 5/8/2025, 05:52 PM
Aviso Wealth Management 2025 Q1 5/8/2025, 05:48 PM
Truffle Hound Capital, LLC 2025 Q1 5/8/2025, 05:46 PM
Capricorn Investment Group LLC 2025 Q1 5/8/2025, 05:46 PM
Pathway Financial Advisers, LLC 2025 Q1 5/8/2025, 05:39 PM
Eliot Finkel Investment Counsel, LLC 2025 Q1 5/8/2025, 05:37 PM
Lsv Asset Management 2025 Q1 5/8/2025, 05:33 PM
Capital Today Evergreen Fund, L.P. 2025 Q1 5/8/2025, 05:28 PM
Riverstone Holdings Llc 2025 Q1 5/8/2025, 05:26 PM
Altiora Financial Group, LLC 2025 Q1 5/8/2025, 05:26 PM
Strategic Advocates LLC 2025 Q1 5/8/2025, 05:23 PM
Commerce Bank 2025 Q1 5/8/2025, 05:17 PM
Drexel Morgan & Co. 2025 Q1 5/8/2025, 05:16 PM
Hopwood Financial Services, Inc. 2025 Q1 5/8/2025, 05:13 PM
SPC Financial, Inc. 2025 Q1 5/8/2025, 05:07 PM
Tiaa Trust, National Association 2025 Q1 5/8/2025, 05:07 PM
Sun Life Financial Inc 2025 Q1 5/8/2025, 05:05 PM
Schiavi & Co LLC 2025 Q1 5/8/2025, 05:03 PM
Pelion, Inc. 2025 Q1 5/8/2025, 05:02 PM
Exor N.V. 2025 Q1 5/8/2025, 05:00 PM
Headland Capital, LLC 2025 Q1 5/8/2025, 04:54 PM
Mcintyre Freedman & Flynn Investment Advisers Inc 2025 Q1 5/8/2025, 04:52 PM
Vulcan Value Partners, LLC 2025 Q1 5/8/2025, 04:47 PM
Baker Avenue Asset Management, LP 2025 Q1 5/8/2025, 04:43 PM
JBF Capital, Inc. 2025 Q1 5/8/2025, 04:43 PM
Minerva Advisors LLC 2025 Q1 5/8/2025, 04:41 PM
Heritage Wealth Advisors 2025 Q1 5/8/2025, 04:40 PM
Hurlow Wealth Management Group, Inc. 2025 Q1 5/8/2025, 04:38 PM
Mengis Capital Management, Inc. 2025 Q1 5/8/2025, 04:37 PM
Blueshift Asset Management, LLC 2025 Q1 5/8/2025, 04:32 PM
Glassman Wealth Services 2025 Q1 5/8/2025, 04:32 PM
Castellan Group 2025 Q1 5/8/2025, 04:31 PM
Liberty Mutual Group Asset Management Inc. 2025 Q1 5/8/2025, 04:31 PM
Bank of Jackson Hole Trust 2025 Q1 5/8/2025, 04:13 PM
Catterton Management Company, L.L.C. 2025 Q1 5/8/2025, 04:12 PM
Alberta Investment Management Corp 2025 Q1 5/8/2025, 04:12 PM
Howland Capital Management Llc 2025 Q1 5/8/2025, 04:03 PM
TSG Consumer Partners LP 2025 Q1 5/8/2025, 04:03 PM
Us Bancorp \De\ 2025 Q1 5/8/2025, 04:03 PM
Fidelity National Financial, Inc. 2025 Q1 5/8/2025, 04:02 PM
Mediatel Partners 2025 Q1 5/8/2025, 03:59 PM
Gladius Capital Management LP 2025 Q1 5/8/2025, 03:55 PM
Endeavor Private Wealth, Inc. 2025 Q1 5/8/2025, 03:54 PM
Fiduciary Wealth Partners, LLC 2025 Q1 5/8/2025, 03:53 PM
IFG Advisory, LLC 2025 Q1 5/8/2025, 03:50 PM
Windward Private Wealth Management Inc. 2025 Q1 5/8/2025, 03:48 PM
Strategic Family Wealth Counselors, L.L.C. 2025 Q1 5/8/2025, 03:48 PM
Signature Wealth Management Partners, LLC 2025 Q1 5/8/2025, 03:48 PM
Asset Planning,Inc 2025 Q1 5/8/2025, 03:47 PM
Mullooly Asset Management, Inc. 2025 Q1 5/8/2025, 03:44 PM
Helium Advisors LLC 2025 Q1 5/8/2025, 03:41 PM
Integrity Alliance, Llc. 2024 Q4 5/8/2025, 03:41 PM
Clearwater Capital Advisors, LLC 2025 Q1 5/8/2025, 03:37 PM
Pettyjohn, Wood & White, Inc 2025 Q1 5/8/2025, 03:37 PM
UNIVEST FINANCIAL Corp 2025 Q1 5/8/2025, 03:37 PM
MONECO Advisors, LLC 2025 Q1 5/8/2025, 03:35 PM
Hartford Investment Management Co 2025 Q1 5/8/2025, 03:35 PM
EagleClaw Capital Managment, LLC 2025 Q1 5/8/2025, 03:35 PM
Moors & Cabot, Inc. 2025 Q1 5/8/2025, 03:34 PM
ProVise Management Group, LLC 2025 Q1 5/8/2025, 03:32 PM
Jefferies Financial Group Inc. 2025 Q1 5/8/2025, 03:32 PM
Certified Advisory Corp 2025 Q1 5/8/2025, 03:32 PM
Gruss & Co., LLC 2025 Q1 5/8/2025, 03:31 PM
Lindenwold Advisors, INC 2025 Q1 5/8/2025, 03:31 PM
Coastal Bridge Advisors, LLC 2025 Q1 5/8/2025, 03:30 PM
Us Financial Advisors, Llc 2025 Q1 5/8/2025, 03:30 PM
Tarbox Family Office, Inc. 2025 Q1 5/8/2025, 03:29 PM