Latest 13F Portfolio Filings

Since Jan 1, 2025

Investor Period Date Filed
Masso Torrence Wealth Management Inc. 2024 Q4 1/23/2025, 09:11 AM
WIT Partners Advisory Pte. Ltd. 2024 Q4 1/23/2025, 08:41 AM
Parkwoods Wealth Partners, LLC 2024 Q4 1/23/2025, 08:21 AM
Medicxi Ventures Management (Jersey) Ltd 2024 Q4 1/23/2025, 08:11 AM
HANTZ FINANCIAL SERVICES, INC. 2024 Q4 1/23/2025, 08:02 AM
FORSTA AP-FONDEN 2024 Q4 1/23/2025, 07:54 AM
SUMITOMO LIFE INSURANCE CO 2024 Q4 1/23/2025, 06:01 AM
R Squared Ltd 2024 Q4 1/22/2025, 09:05 PM
UG Investment Advisers Ltd. 2024 Q4 1/22/2025, 07:56 PM
DiNuzzo Private Wealth, Inc. 2024 Q4 1/22/2025, 07:02 PM
Money Design Co.,Ltd. 2024 Q4 1/22/2025, 07:00 PM
DIXON FNANCIAL SERVICES, INC. 2024 Q4 1/22/2025, 06:28 PM
Planning Center, Inc. 2024 Q4 1/22/2025, 07:15 PM
Deane Retirement Strategies, Inc. 2024 Q4 1/22/2025, 07:06 PM
KIRR MARBACH & CO LLC /IN/ 2024 Q4 1/22/2025, 06:59 PM
Twelve Points Wealth Management LLC 2024 Q4 1/22/2025, 06:55 PM
FULTON BREAKEFIELD BROENNIMAN LLC 2024 Q4 1/22/2025, 06:53 PM
BAKER BOYER NATIONAL BANK 2024 Q4 1/22/2025, 06:31 PM
Accordant Advisory Group Inc 2024 Q4 1/22/2025, 06:26 PM
Gateway Wealth Partners, LLC 2024 Q4 1/22/2025, 06:16 PM
Barry Investment Advisors, LLC 2024 Q4 1/22/2025, 06:16 PM
Capital Investment Counsel, LLC 2024 Q4 1/22/2025, 06:16 PM
Signature Wealth Management Partners, LLC 2024 Q4 1/22/2025, 06:16 PM
SteelPeak Wealth, LLC 2024 Q4 1/22/2025, 06:15 PM
Williams & Novak, LLC 2024 Q4 1/22/2025, 06:09 PM
BetterWealth, LLC 2024 Q4 1/22/2025, 06:09 PM
First Trust Direct Indexing L.P. 2024 Q4 1/22/2025, 06:08 PM
Southern Style Financial, Inc. 2024 Q4 1/22/2025, 06:07 PM
David Kennon Inc 2024 Q4 1/22/2025, 06:07 PM
RCS Financial Planning, LLC 2024 Q4 1/22/2025, 06:06 PM
NorthStar Asset Management LLC /NJ/ 2024 Q4 1/22/2025, 06:06 PM
Foster Group, Inc. 2024 Q4 1/22/2025, 06:05 PM
MOODY ALDRICH PARTNERS LLC 2024 Q4 1/22/2025, 06:05 PM
Dean, Jacobson Financial Services, LLC 2024 Q4 1/22/2025, 06:04 PM
McKinley Carter Wealth Services, Inc. 2024 Q4 1/22/2025, 06:03 PM
Wade Financial Advisory, Inc 2024 Q4 1/22/2025, 06:02 PM
MONTRUSCO BOLTON INVESTMENTS INC. 2024 Q4 1/22/2025, 06:02 PM
PATTON FUND MANAGEMENT, INC. 2024 Q4 1/22/2025, 06:01 PM
Nvest Financial, LLC 2024 Q4 1/22/2025, 06:01 PM
Foster Victor Wealth Advisors, LLC 2024 Q4 1/22/2025, 06:00 PM
Smith Group Asset Management, LLC 2024 Q4 1/22/2025, 06:00 PM
BOCHK Asset Management Ltd 2024 Q4 1/22/2025, 05:59 PM
Robeco Institutional Asset Management B.V. 2024 Q4 1/22/2025, 05:59 PM
BWM Planning, LLC 2024 Q4 1/22/2025, 05:57 PM
VERUS WEALTH MANAGEMENT, LLC 2024 Q4 - Restatement 1/22/2025, 05:57 PM
Asset Dedication, LLC 2024 Q4 1/22/2025, 05:51 PM
VERUS WEALTH MANAGEMENT, LLC 2024 Q4 1/22/2025, 05:33 PM
Investment Planning Advisors, Inc. 2024 Q4 1/22/2025, 05:26 PM
STAPP WEALTH MANAGEMENT, PLLC 2024 Q4 1/22/2025, 05:09 PM
Chico Wealth RIA 2024 Q4 1/22/2025, 05:09 PM
WEALTH EFFECTS LLC 2024 Q4 1/22/2025, 05:07 PM
Stonegate Investment Group, LLC 2024 Q4 1/22/2025, 05:05 PM
Tamar Securities, LLC 2024 Q4 1/22/2025, 05:02 PM
Prospect Financial Services LLC 2024 Q4 1/22/2025, 05:02 PM
Perigon Wealth Management, LLC 2024 Q4 1/22/2025, 05:00 PM
Landmark Wealth Management, LLC 2024 Q4 1/22/2025, 04:59 PM
JEPPSON WEALTH MANAGEMENT, LLC 2024 Q4 1/22/2025, 04:59 PM
Next Level Private LLC 2024 Q4 1/22/2025, 04:58 PM
Hutchens & Kramer Investment Management Group, LLC 2024 Q4 1/22/2025, 04:55 PM
FORTE ASSET MANAGEMENT LLC 2024 Q4 1/22/2025, 04:54 PM
MBE Wealth Management, LLC 2024 Q4 1/22/2025, 04:53 PM
PATRICK M SWEENEY & ASSOCIATES, INC 2024 Q4 1/22/2025, 04:51 PM
Mayflower Financial Advisors, LLC 2024 Q4 1/22/2025, 04:51 PM
Orca Wealth Management, LLC 2024 Q4 1/22/2025, 04:50 PM
LIBRA WEALTH LLC 2024 Q4 1/22/2025, 04:49 PM
KENNEDY INVESTMENT GROUP 2024 Q4 1/22/2025, 04:47 PM
Genesee Capital Advisors, LLC 2024 Q4 1/22/2025, 04:45 PM
DENVER WEALTH MANAGEMENT, INC. 2024 Q4 1/22/2025, 04:43 PM
DHK Financial Advisors, Inc. 2024 Q4 1/22/2025, 04:41 PM
BSW Wealth Partners 2024 Q4 1/22/2025, 04:40 PM
Spectrum Planning & Advisory Services Inc. 2024 Q4 1/22/2025, 04:39 PM
Falcon Wealth Planning 2024 Q4 1/22/2025, 04:38 PM
WATERSHED PRIVATE WEALTH LLC 2024 Q4 1/22/2025, 04:38 PM
Bensler, LLC 2024 Q4 1/22/2025, 04:37 PM
Axiom Financial Strategies, LLC 2024 Q4 1/22/2025, 04:36 PM
Clarity Capital Advisors, LLC 2024 Q4 1/22/2025, 04:33 PM
Patriot Financial Group Insurance Agency, LLC 2024 Q4 1/22/2025, 04:33 PM
Aspire Capital Advisors LLC 2024 Q4 1/22/2025, 04:33 PM
PROATHLETE WEALTH MANAGEMENT LLC 2024 Q4 1/22/2025, 04:29 PM
KFA Private Wealth Group, LLC 2024 Q4 1/22/2025, 04:28 PM
VCI Wealth Management LLC 2024 Q4 1/22/2025, 04:24 PM
MATRIX ASSET ADVISORS INC/NY 2024 Q4 1/22/2025, 04:23 PM
Fortress Wealth Management, Inc. 2024 Q4 1/22/2025, 04:21 PM
Curbstone Financial Management Corp 2024 Q4 1/22/2025, 04:21 PM
Revolve Wealth Partners, LLC 2024 Q4 1/22/2025, 04:19 PM
W ADVISORS, LLC 2024 Q4 1/22/2025, 04:16 PM
Charter Oak Capital Management, LLC 2024 Q4 1/22/2025, 04:15 PM
Sterling Investment Counsel, LLC 2024 Q4 1/22/2025, 04:12 PM
ABS Direct Equity Fund LLC 2024 Q4 1/22/2025, 04:12 PM
GRIFFIN ASSET MANAGEMENT, INC. 2024 Q4 1/22/2025, 04:12 PM
Pacific Capital Wealth Advisors, Inc. 2024 Q4 1/22/2025, 04:10 PM
YHB Investment Advisors, Inc. 2024 Q4 1/22/2025, 04:09 PM
Sound Stewardship, LLC 2024 Q4 1/22/2025, 04:06 PM
Fortitude Advisory Group L.L.C. 2024 Q4 1/22/2025, 04:05 PM
CISCO SYSTEMS, INC. 2024 Q4 1/22/2025, 04:05 PM
Vantage Investment Partners, LLC 2024 Q4 1/22/2025, 04:01 PM
Wealth Forward, LLC 2024 Q4 1/22/2025, 03:55 PM
WARNER FINANCIAL, INC 2024 Q4 1/22/2025, 03:55 PM
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2024 Q4 1/22/2025, 03:54 PM
ACORN CREEK CAPITAL LLC 2024 Q4 1/22/2025, 03:54 PM