Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
Abacus Planning Group, Inc. 2024 Q3 10/2/2024, 12:06 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q4 - Restatement 10/2/2024, 12:00 PM
FIRST COMMUNITY TRUST NA 2024 Q3 10/2/2024, 11:58 AM
Stonehearth Capital Management, LLC 2024 Q3 10/2/2024, 11:58 AM
Mid-American Wealth Advisory Group, Inc. 2024 Q3 10/2/2024, 11:33 AM
Efficient Frontier Advisors LLC 2024 Q3 10/2/2024, 11:24 AM
TRUST CO OF TOLEDO NA /OH/ 2024 Q3 10/2/2024, 11:23 AM
Cannon Financial Strategists, Inc. 2019 Q1 10/2/2024, 11:18 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q1 - Restatement 10/2/2024, 11:16 AM
WEYBOSSET RESEARCH & MANAGEMENT LLC 2024 Q3 10/2/2024, 11:12 AM
Cannon Financial Strategists, Inc. 2019 Q2 10/2/2024, 11:10 AM
Cannon Financial Strategists, Inc. 2019 Q3 10/2/2024, 11:05 AM
Cannon Financial Strategists, Inc. 2019 Q4 10/2/2024, 11:00 AM
Cannon Financial Strategists, Inc. 2020 Q1 10/2/2024, 10:54 AM
Cannon Financial Strategists, Inc. 2020 Q2 10/2/2024, 10:46 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q2 - Restatement 10/2/2024, 10:46 AM
McAlister, Sweet & Associates, Inc. 2024 Q3 10/2/2024, 10:40 AM
DOLIVER ADVISORS, LP 2024 Q3 10/2/2024, 10:39 AM
Cannon Financial Strategists, Inc. 2020 Q3 10/2/2024, 10:35 AM
Cannon Financial Strategists, Inc. 2020 Q4 10/2/2024, 10:34 AM
Cannon Financial Strategists, Inc. 2021 Q1 10/2/2024, 10:32 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q3 - Restatement 10/2/2024, 10:25 AM
M&R CAPITAL MANAGEMENT INC 2024 Q3 10/2/2024, 10:15 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q4 - Restatement 10/2/2024, 09:07 AM
Cannon Financial Strategists, Inc. 2021 Q2 10/2/2024, 08:57 AM
Cannon Financial Strategists, Inc. 2021 Q3 10/2/2024, 08:56 AM
Cannon Financial Strategists, Inc. 2021 Q4 10/2/2024, 08:54 AM
Cannon Financial Strategists, Inc. 2022 Q1 10/2/2024, 08:53 AM
Cannon Financial Strategists, Inc. 2022 Q2 10/2/2024, 08:51 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2023 Q1 - Restatement 10/2/2024, 08:45 AM
Cannon Financial Strategists, Inc. 2022 Q3 10/2/2024, 08:45 AM
Dentgroup LLC 2024 Q3 10/2/2024, 08:45 AM
Cannon Financial Strategists, Inc. 2023 Q3 10/2/2024, 08:44 AM
Cannon Financial Strategists, Inc. 2022 Q4 10/2/2024, 08:40 AM
Cannon Financial Strategists, Inc. 2023 Q1 10/2/2024, 08:38 AM
Cannon Financial Strategists, Inc. 2023 Q2 10/2/2024, 08:36 AM
CACTI ASSET MANAGEMENT LLC 2024 Q3 10/2/2024, 06:01 AM
Maple-Brown Abbott Ltd 2024 Q3 10/1/2024, 09:23 PM
Villanova Investment Management Co LLC 2024 Q2 10/1/2024, 05:15 PM
LBJ Family Wealth Advisors, Ltd. 2024 Q3 10/1/2024, 05:07 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2023 Q2 - Restatement 10/1/2024, 04:40 PM
IMPACTfolio, LLC 2024 Q3 10/1/2024, 04:35 PM
PARK NATIONAL CORP /OH/ 2024 Q3 10/1/2024, 04:19 PM
Bridge Advisory, LLC 2024 Q3 10/1/2024, 04:17 PM
Cannon Financial Strategists, Inc. 2023 Q4 10/1/2024, 04:17 PM
Cannon Financial Strategists, Inc. 2024 Q1 10/1/2024, 04:10 PM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q3 - Restatement 10/1/2024, 03:40 PM
JACOBS & CO/CA 2024 Q3 10/1/2024, 03:31 PM
APPLETON PARTNERS INC/MA 2024 Q3 10/1/2024, 03:17 PM
Norman Fields, Gottscho Capital Management, LLC 2024 Q3 10/1/2024, 02:31 PM
Davis Capital Management 2024 Q3 10/1/2024, 02:25 PM
Cladis Investment Advisory, LLC 2021 Q4 - New Holdings 10/1/2024, 01:35 PM
Buska Wealth Management, LLC 2024 Q2 10/1/2024, 12:52 PM
BancFirst Trust & Investment Management 2024 Q3 10/1/2024, 11:58 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2021 Q4 - Restatement 10/1/2024, 11:56 AM
Emprise Bank 2024 Q3 10/1/2024, 11:08 AM
SCS Capital Management LLC 2024 Q2 10/1/2024, 10:48 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q1 - Restatement 10/1/2024, 10:41 AM
Global Wealth Strategies & Associates 2024 Q3 10/1/2024, 10:10 AM
NEVILLE RODIE & SHAW INC 2024 Q3 10/1/2024, 10:03 AM
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q2 - Restatement 10/1/2024, 09:32 AM
First Financial Bank - Trust Division 2024 Q3 10/1/2024, 08:54 AM