| 09 Oct 2026, 15:28:09 UTC |
13F-HR |
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166
|
2026 Q3
Open parsed portfolio
|
339 |
$1,759,099,118 |
Open SEC source
|
| 09 Oct 2026, 15:23:49 UTC |
13F-HR |
Prism Advisors, Inc.
CIK 0001717027
|
2026 Q3
Open parsed portfolio
|
82 |
$398,526,310 |
Open SEC source
|
| 09 Oct 2026, 15:19:40 UTC |
13F-HR |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI
CIK 0001033974
|
2026 Q3
Open parsed portfolio
|
160 |
$1,510,232,911 |
Open SEC source
|
| 09 Oct 2026, 15:16:04 UTC |
13F-HR |
ARGUS INVESTORS' COUNSEL, INC.
CIK 0000007195
|
2026 Q3
Open parsed portfolio
|
106 |
$128,644,093 |
Open SEC source
|
| 09 Oct 2026, 14:49:45 UTC |
13F-HR |
ANB BANK
CIK 0002067126
|
2026 Q3
Open parsed portfolio
|
123 |
$281,540,406 |
Open SEC source
|
| 09 Oct 2026, 14:41:49 UTC |
13F-HR |
Trust Co
CIK 0001632554
|
2026 Q3
Open parsed portfolio
|
913 |
$1,149,371,341 |
Open SEC source
|
| 09 Oct 2026, 14:29:12 UTC |
13F-HR |
JACOBS & CO/CA
CIK 0001055544
|
2026 Q3
Open parsed portfolio
|
132 |
$1,157,266,000 |
Open SEC source
|
| 09 Oct 2026, 14:09:27 UTC |
13F-HR |
Friday Financial
CIK 0002048792
|
2026 Q3
Open parsed portfolio
|
119 |
$505,800,185 |
Open SEC source
|
| 09 Oct 2026, 14:00:54 UTC |
13F-HR |
REINHART PARTNERS, LLC.
CIK 0001080298
|
2026 Q3
Open parsed portfolio
|
72 |
$4,111,121,386 |
Open SEC source
|
| 09 Oct 2026, 13:41:06 UTC |
13F-HR |
GILPIN WEALTH MANAGEMENT, LLC
CIK 0002058144
|
2026 Q3
Open parsed portfolio
|
1,420 |
$147,886,264 |
Open SEC source
|
| 09 Oct 2026, 13:39:25 UTC |
13F-HR |
Capital Planning LLC
CIK 0001790688
|
2026 Q3
Open parsed portfolio
|
84 |
$376,074,682 |
Open SEC source
|
| 09 Oct 2026, 13:36:46 UTC |
13F-HR |
jvl associates llc
CIK 0001915765
|
2026 Q3
Open parsed portfolio
|
75 |
$347,401,589 |
Open SEC source
|
| 09 Oct 2026, 13:35:08 UTC |
13F-HR |
Harpswell Capital Advisors, LLC
CIK 0001806630
|
2026 Q3
Open parsed portfolio
|
43 |
$152,401,068 |
Open SEC source
|
| 09 Oct 2026, 13:31:17 UTC |
13F-HR/A |
TILIA FIDUCIARY PARTNERS, INC.
CIK 0001910210
|
2026 Q3 - Restatement
Open parsed portfolio
|
114 |
$216,943,077 |
Open SEC source
|
| 09 Oct 2026, 13:26:31 UTC |
13F-HR |
TILIA FIDUCIARY PARTNERS, INC.
CIK 0001910210
|
2026 Q3
Open parsed portfolio
|
114 |
$216,943,077 |
Open SEC source
|
| 09 Oct 2026, 13:21:49 UTC |
13F-HR |
Wealth Science Advisors LLC
CIK 0002083087
|
2026 Q3
Open parsed portfolio
|
80 |
$237,855,423 |
Open SEC source
|
| 09 Oct 2026, 13:16:32 UTC |
13F-HR |
Oak Grove Capital LLC
CIK 0001661762
|
2026 Q3
Open parsed portfolio
|
104 |
$1,677,344,289 |
Open SEC source
|
| 09 Oct 2026, 13:10:52 UTC |
13F-HR |
Marquette Asset Management, LLC
CIK 0001395067
|
2026 Q3
Open parsed portfolio
|
784 |
$761,578,706 |
Open SEC source
|
| 09 Oct 2026, 13:09:33 UTC |
13F-HR |
MAGNOLIA CAPITAL MANAGEMENT LTD
CIK 0001802361
|
2026 Q3
Open parsed portfolio
|
71 |
$141,250,000 |
Open SEC source
|
| 09 Oct 2026, 13:05:48 UTC |
13F-HR |
Hunting Hill Global Capital, LLC
CIK 0001697398
|
2026 Q3
Open parsed portfolio
|
0 |
$0 |
Open SEC source
|
| 09 Oct 2026, 13:02:57 UTC |
13F-HR |
Sherry Group, Inc.
CIK 0002107738
|
2026 Q3
Open parsed portfolio
|
51 |
$106,525,975 |
Open SEC source
|
| 09 Oct 2026, 12:36:28 UTC |
13F-HR |
Arbor Wealth Advisors LLC
CIK 0002009890
|
2026 Q3
Open parsed portfolio
|
60 |
$160,568,088 |
Open SEC source
|
| 09 Oct 2026, 12:33:44 UTC |
13F-HR |
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
|
2026 Q3
Open parsed portfolio
|
1,039 |
$1,661,110,960 |
Open SEC source
|
| 09 Oct 2026, 12:28:33 UTC |
13F-HR |
Insight Wealth Strategies, LLC
CIK 0001749914
|
2026 Q3
Open parsed portfolio
|
192 |
$1,010,918,893 |
Open SEC source
|
| 09 Oct 2026, 12:24:42 UTC |
13F-HR |
Douglas Lane & Associates, LLC
CIK 0001672594
|
2026 Q3
Open parsed portfolio
|
245 |
$7,460,883,594 |
Open SEC source
|
| 09 Oct 2026, 12:16:30 UTC |
13F-HR |
Gerald Baker Financial Group LLC
CIK 0002133489
|
2026 Q3
Open parsed portfolio
|
123 |
$353,957,839 |
Open SEC source
|
| 09 Oct 2026, 12:12:02 UTC |
13F-HR |
O'Keefe Stevens Advisory, Inc.
CIK 0001780565
|
2026 Q3
Open parsed portfolio
|
81 |
$489,199,206 |
Open SEC source
|
| 09 Oct 2026, 12:07:02 UTC |
13F-HR |
Dakota Community Bank & Trust NA
CIK 0001950556
|
2026 Q3
Open parsed portfolio
|
102 |
$34,825,298 |
Open SEC source
|
| 09 Oct 2026, 12:04:26 UTC |
13F-HR |
Aventus Investment Advisors, Inc.
CIK 0002093055
|
2026 Q3
Open parsed portfolio
|
173 |
$136,859,658 |
Open SEC source
|
| 09 Oct 2026, 11:55:56 UTC |
13F-HR |
BOS Asset Management, LLC
CIK 0001965814
|
2026 Q3
Open parsed portfolio
|
192 |
$428,040,112 |
Open SEC source
|
| 09 Oct 2026, 11:55:04 UTC |
13F-HR |
CENTRAL BANK & TRUST CO
CIK 0001175954
|
2026 Q3
Open parsed portfolio
|
181 |
$701,418,907 |
Open SEC source
|
| 09 Oct 2026, 11:54:28 UTC |
13F-HR |
Kopion Asset Management, LLC
CIK 0001728689
|
2026 Q3
Open parsed portfolio
|
20 |
$156,486,828 |
Open SEC source
|
| 09 Oct 2026, 11:53:33 UTC |
13F-HR |
WoodTrust Financial Corp
CIK 0001725247
|
2026 Q3
Open parsed portfolio
|
179 |
$825,160,000 |
Open SEC source
|
| 09 Oct 2026, 11:46:09 UTC |
13F-HR |
Brown Shipley& Co Ltd
CIK 0001912970
|
2026 Q3
Open parsed portfolio
|
77 |
$207,818,964 |
Open SEC source
|
| 09 Oct 2026, 11:45:47 UTC |
13F-HR |
PKO BP BANKOWY Universal Pension Society JSC
CIK 0002055875
|
2026 Q3
Open parsed portfolio
|
13 |
$339,789,760 |
Open SEC source
|
| 09 Oct 2026, 11:37:42 UTC |
13F-HR |
Paragon Capital Management Ltd
CIK 0001569765
|
2026 Q3
Open parsed portfolio
|
206 |
$537,837,794 |
Open SEC source
|
| 09 Oct 2026, 11:31:49 UTC |
13F-HR |
LAWOOD & CO
CIK 0002109484
|
2026 Q3
Open parsed portfolio
|
94 |
$144,548,605 |
Open SEC source
|
| 09 Oct 2026, 11:20:35 UTC |
13F-HR |
Cadent Capital Advisors, LLC
CIK 0001803536
|
2026 Q3
Open parsed portfolio
|
186 |
$466,439,767 |
Open SEC source
|
| 09 Oct 2026, 10:53:53 UTC |
13F-HR |
Intelligence Driven Advisers, LLC
CIK 0001819955
|
2026 Q3
Open parsed portfolio
|
134 |
$579,249,017 |
Open SEC source
|
| 09 Oct 2026, 10:51:31 UTC |
13F-HR |
Athena Wealth Management, LLC
CIK 0002128243
|
2026 Q3
Open parsed portfolio
|
103 |
$139,286,230 |
Open SEC source
|
| 09 Oct 2026, 10:49:04 UTC |
13F-HR |
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
CIK 0002122180
|
2026 Q3
Open parsed portfolio
|
170 |
$139,645,167 |
Open SEC source
|
| 09 Oct 2026, 10:43:36 UTC |
13F-HR |
Gouws Capital LLC
CIK 0001908828
|
2026 Q3
Open parsed portfolio
|
53 |
$211,581,588 |
Open SEC source
|
| 09 Oct 2026, 10:36:24 UTC |
13F-HR |
SHAH CAPITAL MANAGEMENT
CIK 0001383838
|
2026 Q3
Open parsed portfolio
|
11 |
$605,336,542 |
Open SEC source
|
| 09 Oct 2026, 10:16:36 UTC |
13F-HR |
CenterStar Asset Management, LLC
CIK 0001722053
|
2026 Q3
Open parsed portfolio
|
50 |
$63,348,784 |
Open SEC source
|
| 09 Oct 2026, 10:05:15 UTC |
13F-HR |
Koenig Investment Advisory, LLC
CIK 0002114481
|
2026 Q3
Open parsed portfolio
|
38 |
$136,575,642 |
Open SEC source
|
| 09 Oct 2026, 09:47:13 UTC |
13F-HR |
Werlinich Asset Management, LLC
CIK 0002000493
|
2026 Q3
Open parsed portfolio
|
57 |
$258,349,720 |
Open SEC source
|
| 09 Oct 2026, 09:36:23 UTC |
13F-HR |
STEPHENS GROUP ASSET MANAGEMENT, LLC
CIK 0001726808
|
2026 Q3
Open parsed portfolio
|
26 |
$1,750,462,009 |
Open SEC source
|
| 09 Oct 2026, 09:17:23 UTC |
13F-HR |
Wedmont Private Capital
CIK 0001904274
|
2026 Q3
Open parsed portfolio
|
1,002 |
$4,180,617,069 |
Open SEC source
|
| 09 Oct 2026, 09:07:04 UTC |
13F-HR |
Dale Q Rice Investment Management Ltd
CIK 0002041427
|
2026 Q3
Open parsed portfolio
|
68 |
$183,519,784 |
Open SEC source
|
| 09 Oct 2026, 09:02:57 UTC |
13F-HR |
Delta Wealth Advisors LLC
CIK 0001970701
|
2026 Q3
Open parsed portfolio
|
48 |
$145,593,836 |
Open SEC source
|