| 05 Oct 2026, 13:51:34 UTC |
13F-HR |
Kennon-Green & Company, LLC
CIK 0001963352
|
2026 Q3
Open parsed portfolio
|
42 |
$130,526,031 |
Open SEC source
|
| 05 Oct 2026, 13:44:31 UTC |
13F-HR |
Frisco Financial Planning LLC
CIK 0002133972
|
2026 Q3
Open parsed portfolio
|
34 |
$128,515,245 |
Open SEC source
|
| 05 Oct 2026, 13:19:28 UTC |
13F-HR |
Box Hill Private Wealth LLC
CIK 0002094120
|
2026 Q3
Open parsed portfolio
|
75 |
$137,522,247 |
Open SEC source
|
| 05 Oct 2026, 13:05:00 UTC |
13F-HR |
ACIMA PRIVATE WEALTH, LLC
CIK 0001761961
|
2026 Q3
Open parsed portfolio
|
174 |
$344,380,808 |
Open SEC source
|
| 05 Oct 2026, 13:04:05 UTC |
13F-HR |
SCOPIA CAPITAL MANAGEMENT LP
CIK 0001279150
|
2026 Q3
Open parsed portfolio
|
0 |
$0 |
Open SEC source
|
| 05 Oct 2026, 12:37:34 UTC |
13F-HR |
Matthew Hamilton Rosenberg
CIK 0001812103
|
2026 Q3
Open parsed portfolio
|
817 |
$558,480,794 |
Open SEC source
|
| 05 Oct 2026, 12:01:58 UTC |
13F-HR |
COLLECTIVE FAMILY OFFICE LLC
CIK 0001845066
|
2026 Q3
Open parsed portfolio
|
162 |
$484,238,735 |
Open SEC source
|
| 05 Oct 2026, 11:58:13 UTC |
13F-HR |
FC Advisory LLC
CIK 0001683754
|
2026 Q3
Open parsed portfolio
|
113 |
$381,639,952 |
Open SEC source
|
| 05 Oct 2026, 11:45:30 UTC |
13F-HR |
Heartwood Wealth Advisors LLC
CIK 0001794935
|
2026 Q3
Open parsed portfolio
|
223 |
$1,266,202,185 |
Open SEC source
|
| 05 Oct 2026, 11:38:16 UTC |
13F-HR |
ROCKLAND TRUST CO
CIK 0000084616
|
2026 Q3
Open parsed portfolio
|
320 |
$2,613,760,554 |
Open SEC source
|
| 05 Oct 2026, 11:07:23 UTC |
13F-HR |
ARGENT CAPITAL MANAGEMENT LLC
CIK 0001120926
|
2026 Q3
Open parsed portfolio
|
172 |
$3,137,277,788 |
Open SEC source
|
| 05 Oct 2026, 11:06:39 UTC |
13F-HR |
EASTERN BANK
CIK 0001126395
|
2026 Q3
Open parsed portfolio
|
1,106 |
$6,580,825,502 |
Open SEC source
|
| 05 Oct 2026, 10:59:23 UTC |
13F-HR |
CapWealth Advisors, LLC
CIK 0001531809
|
2026 Q3
Open parsed portfolio
|
122 |
$1,324,357,553 |
Open SEC source
|
| 05 Oct 2026, 10:53:42 UTC |
13F-HR |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC
CIK 0001509973
|
2026 Q3
Open parsed portfolio
|
72 |
$529,095,014 |
Open SEC source
|
| 05 Oct 2026, 10:51:39 UTC |
13F-HR |
Adelphi Trust Co
CIK 0002106968
|
2026 Q3
Open parsed portfolio
|
113 |
$151,898,236 |
Open SEC source
|
| 05 Oct 2026, 10:47:02 UTC |
13F-HR |
HERALD INVESTMENT MANAGEMENT Ltd
CIK 0001512022
|
2026 Q3
Open parsed portfolio
|
0 |
$0 |
Open SEC source
|
| 05 Oct 2026, 10:43:15 UTC |
13F-HR |
Acasta Partners UK LLP
CIK 0002090007
|
2026 Q3
Open parsed portfolio
|
19 |
$223,163,430 |
Open SEC source
|
| 05 Oct 2026, 10:28:40 UTC |
13F-HR |
Partnership Wealth Management, LLC
CIK 0002010656
|
2026 Q3
Open parsed portfolio
|
67 |
$140,165,206 |
Open SEC source
|
| 05 Oct 2026, 10:27:11 UTC |
13F-HR |
VALINOR MANAGEMENT, L.P.
CIK 0001401388
|
2026 Q3
Open parsed portfolio
|
0 |
$0 |
Open SEC source
|
| 05 Oct 2026, 10:04:31 UTC |
13F-HR |
Eastover Investment Advisors LLC
CIK 0001472800
|
2026 Q3
Open parsed portfolio
|
49 |
$257,163,377 |
Open SEC source
|
| 05 Oct 2026, 10:03:12 UTC |
13F-HR |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
|
2026 Q3
Open parsed portfolio
|
431 |
$8,382,728,004 |
Open SEC source
|
| 05 Oct 2026, 09:59:01 UTC |
13F-HR |
Miura Global Management, LLC
CIK 0001352272
|
2026 Q3
Open parsed portfolio
|
0 |
$0 |
Open SEC source
|
| 05 Oct 2026, 09:53:17 UTC |
13F-HR |
NEVILLE RODIE & SHAW INC
CIK 0000071210
|
2026 Q3
Open parsed portfolio
|
237 |
$1,475,262,000 |
Open SEC source
|
| 05 Oct 2026, 09:34:32 UTC |
13F-HR |
BAKER TILLY WEALTH MANAGEMENT, LLC
CIK 0001840565
|
2026 Q3
Open parsed portfolio
|
286 |
$502,910,750 |
Open SEC source
|
| 05 Oct 2026, 09:28:54 UTC |
13F-HR |
Pensionfund Sabic
CIK 0001637246
|
2026 Q3
Open parsed portfolio
|
72 |
$82,905,000 |
Open SEC source
|
| 05 Oct 2026, 09:21:14 UTC |
13F-HR |
Pdn Pensionfund
CIK 0001297731
|
2026 Q3
Open parsed portfolio
|
72 |
$169,980,000 |
Open SEC source
|
| 05 Oct 2026, 09:18:58 UTC |
13F-HR |
Horizons Wealth Management
CIK 0001943228
|
2026 Q3
Open parsed portfolio
|
162 |
$158,194,345 |
Open SEC source
|
| 05 Oct 2026, 09:15:20 UTC |
13F-HR |
TOMPKINS FINANCIAL CORP
CIK 0001005817
|
2026 Q3
Open parsed portfolio
|
558 |
$1,419,419,141 |
Open SEC source
|
| 05 Oct 2026, 08:25:09 UTC |
13F-HR |
PARK NATIONAL CORP /OH/
CIK 0000805676
|
2026 Q3
Open parsed portfolio
|
314 |
$3,686,260,297 |
Open SEC source
|
| 05 Oct 2026, 07:14:36 UTC |
13F-HR |
General Partner, Inc.
CIK 0001800508
|
2026 Q3
Open parsed portfolio
|
168 |
$186,626,520 |
Open SEC source
|
| 05 Oct 2026, 06:18:28 UTC |
13F-HR |
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
|
2026 Q3
Open parsed portfolio
|
2,356 |
$3,791,126,681 |
Open SEC source
|
| 02 Oct 2026, 18:11:56 UTC |
13F-HR |
Violich Capital Management, Inc.
CIK 0001326766
|
2026 Q3
Open parsed portfolio
|
113 |
$926,739,547 |
Open SEC source
|
| 02 Oct 2026, 17:18:15 UTC |
13F-HR |
CX Institutional
CIK 0001737089
|
2026 Q3
Open parsed portfolio
|
1,668 |
$3,691,783,000 |
Open SEC source
|
| 02 Oct 2026, 16:52:21 UTC |
13F-HR |
Pennsylvania State University
CIK 0002134719
|
2026 Q3
Open parsed portfolio
|
3 |
$251,667,553 |
Open SEC source
|
| 02 Oct 2026, 16:39:40 UTC |
13F-HR |
Boltwood Capital Management
CIK 0001563690
|
2026 Q3
Open parsed portfolio
|
195 |
$443,308,560 |
Open SEC source
|
| 02 Oct 2026, 15:28:46 UTC |
13F-HR |
First Citizens Financial Corp
CIK 0001800597
|
2026 Q3
Open parsed portfolio
|
137 |
$237,933,560 |
Open SEC source
|
| 02 Oct 2026, 15:28:42 UTC |
13F-HR |
Polaris Financial Partners
CIK 0002103435
|
2026 Q3
Open parsed portfolio
|
364 |
$223,109,071 |
Open SEC source
|
| 02 Oct 2026, 15:14:03 UTC |
13F-HR |
Robert B. Daugherty Foundation
CIK 0001515721
|
2026 Q3
Open parsed portfolio
|
1 |
$115,745,000 |
Open SEC source
|
| 02 Oct 2026, 14:42:31 UTC |
13F-HR |
Miller Global Investments, LLC
CIK 0002099097
|
2026 Q3
Open parsed portfolio
|
326 |
$123,995,286 |
Open SEC source
|
| 02 Oct 2026, 14:30:25 UTC |
13F-HR |
GLP Holdings LLLP
CIK 0002103074
|
2026 Q3
Open parsed portfolio
|
4 |
$127,249,659 |
Open SEC source
|
| 02 Oct 2026, 13:54:23 UTC |
13F-HR |
Marotta Asset Management
CIK 0001802091
|
2026 Q3
Open parsed portfolio
|
101 |
$588,945,021 |
Open SEC source
|
| 02 Oct 2026, 12:37:50 UTC |
13F-HR |
Silverleafe Capital Partners, LLC
CIK 0001535611
|
2026 Q3
Open parsed portfolio
|
100 |
$351,299,364 |
Open SEC source
|
| 02 Oct 2026, 12:30:55 UTC |
13F-HR |
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
|
2026 Q3
Open parsed portfolio
|
232 |
$372,240,285 |
Open SEC source
|
| 02 Oct 2026, 11:38:14 UTC |
13F-HR/A |
Advus Financial Partners, LLC
CIK 0002150676
|
2026 Q2 - Restatement
Open parsed portfolio
|
142 |
$350,946,858 |
Open SEC source
|
| 02 Oct 2026, 11:34:41 UTC |
13F-HR/A |
Advus Financial Partners, LLC
CIK 0002150676
|
2026 Q1 - Restatement
Open parsed portfolio
|
69 |
$264,069,392 |
Open SEC source
|
| 02 Oct 2026, 11:30:12 UTC |
13F-HR/A |
Advus Financial Partners, LLC
CIK 0002150676
|
2025 Q4 - Restatement
Open parsed portfolio
|
65 |
$278,316,234 |
Open SEC source
|
| 02 Oct 2026, 11:26:15 UTC |
13F-HR/A |
Advus Financial Partners, LLC
CIK 0002150676
|
2025 Q3 - Restatement
Open parsed portfolio
|
65 |
$269,502,592 |
Open SEC source
|
| 02 Oct 2026, 11:23:00 UTC |
13F-HR/A |
Advus Financial Partners, LLC
CIK 0002150676
|
2025 Q2 - Restatement
Open parsed portfolio
|
64 |
$253,235,796 |
Open SEC source
|
| 02 Oct 2026, 11:19:29 UTC |
13F-HR/A |
Advus Financial Partners, LLC
CIK 0002150676
|
2025 Q1 - Restatement
Open parsed portfolio
|
60 |
$233,410,167 |
Open SEC source
|
| 02 Oct 2026, 11:14:23 UTC |
13F-HR/A |
Advus Financial Partners, LLC
CIK 0002150676
|
2024 Q4 - Restatement
Open parsed portfolio
|
61 |
$233,489,746 |
Open SEC source
|