Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
Wedge Capital Management L L P/Nc 2025 Q1 4/14/2025, 12:17 PM
GoodHaven Capital Management, LLC 2025 Q1 4/14/2025, 12:12 PM
25 Llc 2025 Q1 4/14/2025, 12:11 PM
CGC Financial Services, LLC 2025 Q1 4/14/2025, 12:04 PM
Hickory Point Bank & Trust 2025 Q1 4/14/2025, 11:57 AM
PFW Advisors LLC 2025 Q1 4/14/2025, 11:49 AM
RV Capital AG 2025 Q1 4/14/2025, 11:42 AM
Tilia Fiduciary Partners, Inc. 2025 Q1 4/14/2025, 11:34 AM
Central Bank & Trust Co 2025 Q1 4/14/2025, 11:34 AM
Lloyd Advisory Services, LLC. 2025 Q1 4/14/2025, 11:33 AM
Meridian Financial Partners LLC 2025 Q1 4/14/2025, 11:32 AM
Bennett Selby Investments Lp 2025 Q1 4/14/2025, 11:31 AM
Stance Capital Llc 2024 Q4 4/14/2025, 11:28 AM
Bangor Savings Bank 2025 Q1 4/14/2025, 11:28 AM
Park Avenue Securities Llc 2025 Q1 4/14/2025, 11:26 AM
Old National Bancorp /In/ 2025 Q1 4/14/2025, 11:21 AM
SOA Wealth Advisors, LLC. 2025 Q1 4/14/2025, 11:20 AM
Global Wealth Management, LLC 2025 Q1 4/14/2025, 11:20 AM
Lansforsakringar Fondforvaltning AB (publ) 2024 Q4 - New Holdings 4/14/2025, 11:20 AM
One Plus One Wealth Management, Llc 2025 Q1 4/14/2025, 11:17 AM
Professional Advisory Services Inc 2025 Q1 4/14/2025, 11:16 AM
Flagship Private Wealth, LLC 2025 Q1 4/14/2025, 11:06 AM
Broadway Wealth Solutions, Inc. 2025 Q1 4/14/2025, 11:04 AM
Greenspring Advisors, LLC 2025 Q1 4/14/2025, 11:03 AM
Kennebec Savings Bank 2025 Q1 4/14/2025, 11:01 AM
Client First Investment Management LLC 2025 Q1 4/14/2025, 11:01 AM
NavPoint Financial, Inc. 2025 Q1 4/14/2025, 10:56 AM
Upper Left Wealth Management, LLC 2025 Q1 4/14/2025, 10:55 AM
Miracle Mile Advisors, LLC 2025 Q1 4/14/2025, 10:53 AM
RDA Financial Network 2025 Q1 4/14/2025, 10:53 AM
Seilern Investment Management Ltd 2025 Q1 4/14/2025, 10:53 AM
Baron Financial Group, LLC 2025 Q1 4/14/2025, 10:53 AM
Patriot Financial Group Insurance Agency, LLC 2025 Q1 4/14/2025, 10:51 AM
Financial Advisory Corp 2025 Q1 4/14/2025, 10:48 AM
Revolve Wealth Partners, LLC 2025 Q1 4/14/2025, 10:46 AM
Rockwood Wealth Management, LLC 2025 Q1 4/14/2025, 10:44 AM
Charter Oak Capital Management, LLC 2025 Q1 4/14/2025, 10:42 AM
Whitaker-Myers Wealth Managers, LTD. 2025 Q1 4/14/2025, 10:39 AM
Wedmont Private Capital 2025 Q1 4/14/2025, 10:35 AM
UMB Bank, n.a. 2025 Q1 4/14/2025, 10:35 AM
Arbor Wealth Advisors LLC 2025 Q1 4/14/2025, 10:28 AM
Wynn Capital, LLC 2025 Q1 4/14/2025, 10:26 AM
Griffith & Werner, Inc. 2025 Q1 4/14/2025, 10:22 AM
Kmg Fiduciary Partners, Llc 2025 Q1 4/14/2025, 10:20 AM
Dentgroup LLC 2025 Q1 4/14/2025, 10:18 AM
City Center Advisors, LLC 2025 Q1 4/14/2025, 10:18 AM
Wealthcare Capital Partners, LLC 2025 Q1 4/14/2025, 10:14 AM
Barden Capital Management, Inc. 2025 Q1 4/14/2025, 10:12 AM
Bank of New Hampshire 2025 Q1 4/14/2025, 10:12 AM
Washington Capital Management, Inc 2025 Q1 4/14/2025, 10:11 AM
Moulton Wealth Management, Inc 2025 Q1 4/14/2025, 10:09 AM
Beach Investment Counsel Inc/Pa 2025 Q1 4/14/2025, 10:07 AM
Yarbrough Capital, LLC 2025 Q1 4/14/2025, 10:04 AM
Mercuria Capital Strategies, LLC 2025 Q1 4/14/2025, 10:03 AM
Lpwm Llc 2025 Q1 4/14/2025, 10:03 AM
Kraematon Investment Advisors, Inc 2025 Q1 4/14/2025, 10:01 AM
ARS Wealth Advisors Group, LLC 2025 Q1 4/14/2025, 10:01 AM
Perennial Advisors, LLC 2025 Q1 4/14/2025, 09:58 AM
Sentinel Pension Advisors, Llc 2025 Q1 4/14/2025, 09:48 AM
Clean Yield Group 2025 Q1 4/14/2025, 09:41 AM
Ffg Retirement Advisors Llc 2025 Q1 4/14/2025, 09:35 AM
Eagle Wealth Strategies Llc 2025 Q1 4/14/2025, 09:34 AM
Bourne Lent Asset Management Inc 2025 Q1 4/14/2025, 09:31 AM
Buttonwood Financial Group, LLC 2025 Q1 4/14/2025, 09:21 AM
Orrstown Financial Services Inc 2025 Q1 4/14/2025, 09:02 AM
Regent Peak Wealth Advisors LLC 2025 Q1 4/14/2025, 08:58 AM
LexAurum Advisors, LLC 2025 Q1 4/14/2025, 08:48 AM
ONE Advisory Partners, LLC 2025 Q1 4/14/2025, 08:28 AM
Stillwater Wealth Management Group 2024 Q4 4/14/2025, 07:25 AM
WealthNavi Inc. 2025 Q1 4/14/2025, 06:35 AM
TB Alternative Assets Ltd. 2025 Q1 4/14/2025, 06:16 AM
WIT Partners Advisory Pte. Ltd. 2025 Q1 4/14/2025, 06:15 AM
Menlo Advisors Llc 2025 Q1 4/11/2025, 07:05 PM
Sivia Capital Partners, LLC 2025 Q1 4/11/2025, 06:48 PM
R.H. Dinel Investment Counsel, Inc. 2025 Q1 4/11/2025, 06:44 PM
Gemmer Asset Management LLC 2025 Q1 4/11/2025, 06:27 PM
Sunflower Bank, N.A. 2025 Q1 4/11/2025, 05:36 PM
Piscataqua Savings Bank 2025 Q1 4/11/2025, 04:33 PM
Perkins Coie Trust Co 2025 Q1 4/11/2025, 05:05 PM
First City Capital Management, Inc. 2025 Q1 4/11/2025, 04:36 PM
Private Advisory Group LLC 2024 Q4 - Restatement 4/11/2025, 04:30 PM
Renaissance Capital LLC 2025 Q1 4/11/2025, 04:11 PM
Clg Llc 2024 Q4 4/11/2025, 04:08 PM
Principia Wealth Advisory, LLC 2025 Q1 4/11/2025, 05:25 PM
Principia Wealth Advisory, LLC 2024 Q4 4/11/2025, 05:25 PM
CMC Financial Group 2025 Q1 4/11/2025, 04:54 PM
ROB Exploration LLC 2025 Q1 4/11/2025, 04:47 PM
Cisco Systems, Inc. 2025 Q1 4/11/2025, 04:12 PM
Gleason Group, Inc. 2025 Q1 4/11/2025, 03:52 PM
Lake Hills Wealth Management, LLC 2025 Q1 4/11/2025, 03:47 PM
Godsey & Gibb, Inc 2025 Q1 4/11/2025, 03:40 PM
WealthBridge Investment Counsel Inc. 2025 Q1 4/11/2025, 03:38 PM
Persium Advisors, LLC 2025 Q1 4/11/2025, 03:31 PM
Holland Advisory Services, Inc. 2025 Q1 4/11/2025, 03:14 PM
Joule Financial, LLC 2025 Q1 4/11/2025, 03:10 PM
Paragon Financial Partners, Inc. 2025 Q1 4/11/2025, 03:08 PM
Compton Financial Group, LLC 2025 Q1 4/11/2025, 03:07 PM
Sulzberger Capital Advisors, Inc. 2025 Q1 4/11/2025, 03:03 PM
Towneley Capital Management, Inc / DE 2025 Q1 4/11/2025, 02:57 PM
Reliant Investment Management, LLC 2025 Q1 4/11/2025, 02:52 PM