Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
Rialto Wealth Management, LLC 2025 Q1 4/10/2025, 07:05 AM
Cooper Investors Pty Ltd 2024 Q1 4/9/2025, 09:51 PM
Cooper Investors Pty Ltd 2023 Q4 4/9/2025, 09:33 PM
TMT General Partner Ltd 2025 Q1 4/9/2025, 09:16 PM
Cooper Investors Pty Ltd 2023 Q3 4/9/2025, 08:55 PM
JBGlobal.com LLC 2025 Q1 4/9/2025, 08:51 PM
Cooper Investors Pty Ltd 2023 Q1 4/9/2025, 08:43 PM
Threadgill Financial, Llc 2025 Q1 4/9/2025, 08:42 PM
Legacy Financial Group LLC 2025 Q1 4/9/2025, 08:40 PM
Kure Advisory, LLC 2025 Q1 4/9/2025, 08:37 PM
Mkd Wealth Coaches, Llc 2025 Q1 4/9/2025, 08:29 PM
Cooper Investors Pty Ltd 2022 Q4 4/9/2025, 08:28 PM
EWG Elevate Inc. 2025 Q1 4/9/2025, 08:25 PM
Spring Capital Management, Llc 2025 Q1 4/9/2025, 08:19 PM
Cooper Investors Pty Ltd 2022 Q3 4/9/2025, 07:31 PM
Cooper Investors Pty Ltd 2022 Q2 4/9/2025, 07:13 PM
Whipplewood Advisors, LLC 2025 Q1 4/9/2025, 06:31 PM
Smith Anglin Financial, LLC 2025 Q1 4/9/2025, 06:08 PM
Juncture Wealth Strategies, Llc 2025 Q1 4/9/2025, 05:48 PM
Marshall & Sullivan Inc /Wa/ 2025 Q1 4/9/2025, 05:47 PM
Twele Capital Management, Inc. 2025 Q1 4/9/2025, 05:36 PM
Selway Asset Management 2025 Q1 4/9/2025, 05:17 PM
Buska Wealth Management, LLC 2025 Q1 4/9/2025, 05:15 PM
Planned Solutions, Inc. 2025 Q1 4/9/2025, 05:11 PM
Bourgeon Capital Management Llc 2025 Q1 4/9/2025, 05:07 PM
RFG Advisory, LLC 2025 Q1 4/9/2025, 04:59 PM
Chickasaw Capital Management Llc 2025 Q1 4/9/2025, 04:43 PM
Capital Asset Advisory Services LLC 2025 Q1 4/9/2025, 04:42 PM
Ace Management Global Ltd. 2025 Q1 4/9/2025, 04:39 PM
Swisher Financial Concepts, Inc. 2025 Q1 4/9/2025, 04:34 PM
Canaan Partners XI LLC 2025 Q1 4/9/2025, 04:31 PM
Leibman Financial Services, Inc. 2025 Q1 4/9/2025, 04:29 PM
Freestate Advisors LLC 2025 Q1 4/9/2025, 04:13 PM
Orion Resource Partners LP 2024 Q4 - New Holdings 4/9/2025, 04:08 PM
Bank & Trust Co 2025 Q1 4/9/2025, 04:07 PM
Orion Resource Partners LP 2024 Q3 - New Holdings 4/9/2025, 04:04 PM
Sentry Investment Management Llc 2025 Q1 4/9/2025, 04:04 PM
Kwmg, Llc 2025 Q1 4/9/2025, 04:04 PM
McLean Asset Management Corp 2025 Q1 4/9/2025, 04:00 PM
ETF Portfolio Partners, Inc. 2025 Q1 4/9/2025, 03:52 PM
InvesTrust 2025 Q1 4/9/2025, 03:51 PM
Fulton Bank, N.A. 2025 Q1 4/9/2025, 03:49 PM
Hbw Advisory Services Llc 2025 Q1 4/9/2025, 03:38 PM
St Germain D J Co Inc 2025 Q1 4/9/2025, 03:35 PM
Merit Financial Group, LLC 2025 Q1 4/9/2025, 03:33 PM
Vantage Wealth 2025 Q1 4/9/2025, 03:31 PM
Hartz Capital, Inc. 2025 Q1 4/9/2025, 03:31 PM
Compass Investment Advisers LLC 2024 Q4 4/9/2025, 03:26 PM
Baxter Bros Inc 2025 Q1 4/9/2025, 03:22 PM
Elevation Wealth Partners, Llc 2025 Q1 4/9/2025, 03:17 PM
Paladin Wealth, LLC 2025 Q1 4/9/2025, 03:14 PM
Pioneer Wealth Management Group 2025 Q1 4/9/2025, 03:00 PM
Bennett Associates Wealth Management 2025 Q1 4/9/2025, 03:00 PM
Milestone Asset Management, Llc 2025 Q1 4/9/2025, 03:00 PM
Cypress Financial Planning Llc 2025 Q1 4/9/2025, 03:00 PM
Flagstar Advisors Inc 2025 Q1 4/9/2025, 02:59 PM
O'Keefe Stevens Advisory, Inc. 2025 Q1 4/9/2025, 02:58 PM
Navigation Wealth Management, Inc. 2025 Q1 4/9/2025, 02:58 PM
Mitchell & Pahl Private Wealth, Llc 2025 Q1 4/9/2025, 02:57 PM
Inspirion Wealth Advisors, Llc 2025 Q1 4/9/2025, 02:56 PM
Hummer Financial Advisory Services Inc 2025 Q1 4/9/2025, 02:55 PM
Donor Advised Charitable Giving, Inc. 2025 Q1 4/9/2025, 02:55 PM
High Net Worth Advisory Group LLC 2025 Q1 4/9/2025, 02:49 PM
Gradient Investments LLC 2025 Q1 4/9/2025, 02:40 PM
Affiance Financial, LLC 2025 Q1 4/9/2025, 02:40 PM
Marquette Asset Management, LLC 2025 Q1 4/9/2025, 02:37 PM
International City Management Association Retirement Corp 2025 Q1 4/9/2025, 02:34 PM
Lbmc Investment Advisors, Llc 2025 Q1 4/9/2025, 02:28 PM
Anderson Hoagland & Co 2025 Q1 4/9/2025, 02:27 PM
Vantagepoint Investment Advisers Llc 2025 Q1 4/9/2025, 02:26 PM
XXEC, Inc. 2025 Q1 4/9/2025, 02:13 PM
Harbor Investment Advisory, Llc 2025 Q1 4/9/2025, 02:13 PM
Keystone Financial Planning, Inc. 2025 Q1 4/9/2025, 02:09 PM
Roxbury Financial LLC 2025 Q1 4/9/2025, 02:03 PM
Graves Light Lenhart Wealth, Inc. 2025 Q1 4/9/2025, 01:57 PM
Integrated Capital Management, Inc. 2025 Q1 4/9/2025, 01:57 PM
Arlington Financial Advisors, LLC 2025 Q1 4/9/2025, 01:56 PM
Divergent Planning, LLC 2025 Q1 4/9/2025, 01:53 PM
Shulman DeMeo Asset Management LLC 2025 Q1 4/9/2025, 01:48 PM
Towerpoint Wealth, LLC 2025 Q1 4/9/2025, 01:46 PM
Eldred Rock Partners, LLC 2025 Q1 4/9/2025, 01:46 PM
Quad-Cities Investment Group, LLC 2025 Q1 4/9/2025, 01:45 PM
Capital CS Group, LLC 2025 Q1 4/9/2025, 01:45 PM
IMZ Advisory Inc 2025 Q1 4/9/2025, 01:44 PM
Archer Investment Management, LLC 2025 Q1 4/9/2025, 01:44 PM
LVW Advisors, LLC 2025 Q1 4/9/2025, 01:44 PM
Sarasin & Partners LLP 2025 Q1 4/9/2025, 01:43 PM
Strong Tower Advisory Services 2025 Q1 4/9/2025, 01:42 PM
Crocodile Capital Partners GmbH 2025 Q1 4/9/2025, 01:42 PM
McNaughton Wealth Management, LLC 2025 Q1 4/9/2025, 01:31 PM
Cox Capital Mgt LLC 2025 Q1 4/9/2025, 12:58 PM
Sweeney & Michel, Llc 2025 Q1 4/9/2025, 12:53 PM
Fragasso Financial Advisors Inc 2025 Q1 4/9/2025, 12:50 PM
Weybosset Research & Management Llc 2025 Q1 4/9/2025, 12:48 PM
QV Investors Inc. 2025 Q1 4/9/2025, 12:38 PM
Nbc Securities, Inc. 2025 Q1 4/9/2025, 12:35 PM
Baker Tilly Wealth Management, Llc 2025 Q1 4/9/2025, 12:25 PM
Future Financial Wealth Managment LLC 2025 Q1 4/9/2025, 12:09 PM
Mid-American Wealth Advisory Group, Inc. 2025 Q1 4/9/2025, 12:08 PM
Gunderson Capital Management Inc. 2025 Q1 4/9/2025, 12:02 PM