13F History

ManagerCIKFiledPositions13F Reported Value
Greenline Wealth Management LLC 0002111541Jul 23, 2026 131$121.7M
Clientfirst Wealth Management, LLC 0001915494Jul 30, 2026 53$121.7M
Vines Capital Management, LLC 0002110678Aug 14, 2026 90$121.9M
Moneda S.A. Administradora General de Fondos 0001536361Aug 14, 2026 31$122.0M
Hicks Capital Management LLC 0002062978Jul 23, 2026 39$122.0M
Financial Management, Inc. 0002143070Aug 12, 2026 46$122.0M
Coral Wealth Management, LLC 0002135133Aug 4, 2026 17$122.1M
JHP Wealth Management, LLC 0002110669Jul 31, 2026 40$122.1M
Cooke Wealth Management, LLC 0002093659Jul 16, 2026 39$122.1M
WFA of San Diego, LLC 0001821407Aug 14, 2026 94$122.1M
Wall Capital Group, Inc. 0001699803Jul 27, 2026 30$122.2M
Kids Capital Management, L.P. 0001909180Aug 14, 2026 11$122.2M
Forteris Wealth Management Inc. 0002107238Jul 21, 2026 69$122.2M
High Point Wealth Management, LLC 0002106882Jul 20, 2026 250$122.2M
Guardian Capital, LLC 0002083963Aug 7, 2026 79$122.3M
Birchwood Financial Partners, Inc. 0002110062Aug 6, 2026 352$122.3M
Tandemgrowth Financial Advisors LLC 0002110449Aug 5, 2026 27$122.4M
Worldly Partners Management, LLC 0001904574Aug 7, 2026 3$122.4M
Hardworking Capital Advisors, LLC 0002098583Aug 3, 2026 84$122.4M
Curat Global, LLC 0002063003Jul 22, 2026 251$122.4M
Armor Advisors, L.L.C. 0001600698Aug 10, 2026 15$122.4M
Walsh & Associates, LLC 0002135144Jul 21, 2026 245$122.4M
Sfam, LLC 0001713286Aug 13, 2026 262$122.6M
American Asset Management Inc. 0001569454Jul 21, 2026 33$122.6M
Fairlight Advisors 0002147136Jul 27, 2026 30$122.6M
Benchmark Financial, LLC 0002107260Jul 22, 2026 54$122.7M
Alamut Investment Management LLP 0002088424Aug 14, 2026 3$122.8M
Powerhouse Assets LLC 0001564396Jul 23, 2026 57$122.8M
Wealth Advisory Team LLC 0002039196Jul 23, 2026 39$123.0M
Aldebaran Financial Inc. 0001353110Aug 13, 2026 82$123.2M
ATLas Financial Planning LLC 0002110886Jul 22, 2026 69$123.3M
L1 Global Manager Pty Ltd 0001878742Aug 13, 2026 120$123.4M
Scientech Research LLC 0002011556Aug 14, 2026 224$123.4M
Bolthouse Investments, LLC 0001567013Aug 11, 2026 86$123.4M
Wealth Care LLC 0002120450Jul 15, 2026 73$123.5M
City Center Advisors, LLC 0002030341Jul 7, 2026 170$123.5M
Niles Investment Management, LLC 0002016708Aug 14, 2026 19$123.5M
Legacy Solutions, LLC 0002053314Jul 6, 2026 88$123.6M
Fulcrum Equity Management 0001737888Jul 9, 2026 140$123.6M
AG Asset Advisory, LLC 0001625008Aug 3, 2026 28$123.6M
DB Fitzpatrick & Co, Inc 0001885767Jul 16, 2026 100$123.7M
Infinity Wealth Counsel, LLC 0002066524Jul 9, 2026 65$123.8M
Friends of the Cornell Lab of Ornithology, Inc. 0002145869Aug 14, 2026 5$123.8M
Wagner Wealth Management, Corp 0002109867Aug 10, 2026 101$123.8M
Cria, Inc. 0002065494Aug 14, 2026 2$123.8M
Miller Financial Services LLC 0002022893Jul 29, 2026 138$123.8M
Clarion Wealth Managment Partners, LLC 0002081211Aug 13, 2026 87$123.9M
Corps Capital Advisors, LLC 0002054234Jul 22, 2026 99$124.0M
Robocap Asset Management Ltd 0002030580Jul 22, 2026 22$124.0M
Conquis Financial LLC 0002052436Aug 13, 2026 54$124.0M
Burnham & Co LLC 0002136877Aug 11, 2026 197$124.0M
Opus Financial Solutions LLC 0001934041Jul 24, 2026 111$124.0M
Connecticut Capital Management Group, LLC 0002097898Jul 20, 2026 129$124.1M
Prospect Financial Group LLC 0002021762Aug 7, 2026 70$124.1M
Concorde Financial Corp 0001911822Aug 14, 2026 26$124.1M
Palatine Hill Wealth Management, LLC 0002107248Aug 7, 2026 55$124.2M
Sherwood Financial Partners, LLC 0002056427Aug 13, 2026 8$124.2M
Edmp, Inc. 0001016021Jul 29, 2026 70$124.3M
Bristlecone Value Partners, LLC 0001313998Aug 14, 2026 70$124.3M
Platt Wealth Management LLC 0002109497Aug 3, 2026 57$124.4M
Kassira Wealth Management LLC 0002095972Aug 7, 2026 63$124.4M
Haven Capital Group, Inc. 0002055804Aug 14, 2026 37$124.5M
Essential Investment Partners LLC 0002145170Jul 15, 2026 312$124.5M
Kennebec Savings Bank 0002043536Jul 13, 2026 284$124.6M
Box Hill Private Wealth LLC 0002094120Jul 2, 2026 67$124.7M
Cauble & Harre Wealth Management, Inc. 0002064807Aug 11, 2026 72$124.7M
Cornerstone Financial Management LLC 0002110329Aug 28, 2026 1,471$124.7M
Dag Ventures, LLC 0001624576Aug 11, 2026 3$124.8M
Stonehaven Wealth & Tax Solutions, LLC 0002056591Aug 6, 2026 93$124.9M
Broussard Financial Group LLC 0001548136Jul 27, 2026 35$124.9M
Yunqi Capital Ltd 0001912273Aug 5, 2026 4$124.9M
Dougherty & Associates, LLC 0002109295Jul 16, 2026 52$125.0M
Barnes Dennig Private Wealth Management LLC 0002058270Jul 15, 2026 365$125.0M
SHUTTLEWORTH & Co 0002096913Aug 5, 2026 51$125.1M
Index Technologies Group LLC 0002095322Aug 14, 2026 275$125.1M
O'Domhnaill Enterprises, Inc. 0002020582Jul 30, 2026 61$125.1M
E6 Portfolios, LLC 0002110817Aug 10, 2026 97$125.2M
Parvin Asset Management, LLC 0002056764Aug 17, 2026 317$125.2M
Alamea Verwaltungs GmbH 0001727645Aug 13, 2026 73$125.2M
Summerhill Capital Management lnc. 0002017598Aug 4, 2026 18$125.3M
Bretton Capital Management, LLC 0002043671Aug 12, 2026 20$125.3M
J. Mark Nickell & Co. 0001811161Aug 11, 2026 30$125.4M
Graetz Wealth LLC 0002053877Aug 13, 2026 84$125.4M
Signet Private Wealth LLC 0002096298Aug 7, 2026 127$125.4M
Milestones Private Investment Advisors LLC 0001726041Jul 24, 2026 77$125.6M
Heights Point Management, LP 0002050231Aug 14, 2026 21$125.7M
Smith Partners Wealth Management, LLC 0002111036Aug 10, 2026 73$125.8M
Clio Asset Management LLC 0001986196Jul 23, 2026 15$125.8M
Midway Capital Research & Management 0002115416Jul 14, 2026 114$125.8M
Shepherd Kaplan Krochuk, LLC 0001218583Aug 14, 2026 62$125.9M
Tenere Capital LLC 0001849517Aug 14, 2026 23$125.9M
MeadowBrook Investment Advisors LLC 0001308290Jul 20, 2026 196$126.2M
Milfam LLC 0001728825Jul 22, 2026 11$126.2M
University of Wisconsin Foundation 0001697228Aug 14, 2026 9$126.3M
DRH Investments, Inc. 0001630709Aug 14, 2026 20$126.3M
York GP, Ltd. 0001289994Jul 22, 2026 3$126.3M
Lubar & Co., Inc 0001473033Jul 28, 2026 3$126.4M
Roxbury Financial LLC 0002054149Jul 1, 2026 410$126.5M
Virtus Family Office LLC 0001913482Aug 4, 2026 62$126.5M
Frankly Finances, LLC 0002096338Jul 15, 2026 90$126.5M