13F History

ManagerCIKFiledPositions13F Reported Value
Addis & Hill, Inc 0002016470Oct 28, 2024 28$130.5M
Copperleaf Capital, LLC 0001802225Nov 14, 2024 90$130.6M
Mosaic Advisors LLC 0001808523Oct 30, 2024 14$130.6M
Nabity-Jensen Investment Management Inc 0002044851Nov 15, 2024 69$130.6M
Travelers Companies, Inc. 0000086312Nov 8, 2024 2$130.7M
Client First Investment Management LLC 0002018284Nov 8, 2024 24$130.7M
General Motors Holdings LLC 0001497345Nov 1, 2024 5$130.7M
Arthedge Capital Management, LLC 0001846503Nov 14, 2024 10$130.8M
Steinberg Asset Management LLC 0001169883Nov 14, 2024 41$130.9M
Keynote Financial Services LLC 0002026127Oct 31, 2024 156$130.9M
Renaissancere Holdings Ltd. 0000913144Apr 24, 2025 3$131.1M
OCO Capital Partners, L.P. 0001764525Nov 14, 2024 3$131.4M
Crossingbridge Advisors, LLC 0001770024Nov 13, 2024 54$131.4M
Magma Venture Partners General Partner Ltd. 0001907544Nov 4, 2024 3$131.4M
Northwest Bank & Trust Co 0001936193Oct 9, 2024 202$131.5M
Andina Capital Management, LLC 0001919158Oct 25, 2024 111$131.5M
AIFG Consultants Ltd. 0001988547Oct 21, 2024 51$131.7M
Forest Hill Capital, LLC 0001316550Nov 14, 2024 41$131.7M
Wellington Wealth Strategies, LLC. 0002007383Nov 12, 2024 71$131.8M
Northern Financial Advisors Inc 0001962457Oct 29, 2024 104$131.8M
Plustick Management LLC 0001643351Nov 14, 2024 21$131.8M
Foundation Wealth Management, LLC 0001966351Oct 29, 2024 43$131.8M
Sterling Investment Management, LLC 0001509873Oct 21, 2024 57$131.8M
Axecap Investments, LLC 0002030036Oct 22, 2024 74$131.9M
Able Wealth Management LLC 0002011908Nov 1, 2024 90$131.9M
Keene & Associates, Inc. 0001907874Oct 22, 2024 78$132.0M
HCC Manager LLC 0001844818Nov 7, 2024 2$132.0M
Atlantic Private Wealth, LLC 0001893143Nov 7, 2024 180$132.0M
Widmann Financial Services, Inc. 0001906640Nov 14, 2024 101$132.1M
Community Bank of Raymore 0001599923Oct 16, 2024 75$132.4M
XXEC, Inc. 0001828822Nov 5, 2024 20$132.4M
Shepherd Kaplan Krochuk, LLC 0001218583Nov 14, 2024 55$132.6M
Taika Capital, LP 0001886506Nov 14, 2024 39$132.7M
Black Maple Capital Management LP 0001588959Nov 14, 2024 82$132.8M
Hoge Financial Services, LLC 0001989834Nov 12, 2024 53$132.8M
Stadium Capital Management LLC 0001105087Nov 14, 2024 11$132.9M
Seamount Financial Group Inc. 0002011267Oct 18, 2024 92$133.0M
Glenorchy Capital Ltd 0002008506Oct 18, 2024 62$133.0M
Absoluto Partners Gestao de Recursos Ltda 0001847566Nov 14, 2024 26$133.1M
Wallace Hart LLC 0002018963Nov 12, 2024 26$133.2M
Dean, Jacobson Financial Services, LLC 0001869456Oct 25, 2024 16$133.2M
Madison Park Capital Advisors, LLC 0001993022Oct 18, 2024 75$133.4M
Sfm, LLC 0002064225Apr 17, 2025 55$133.4M
Banco de Sabadell, S.A 0001730299Nov 14, 2024 60$133.5M
OmniStar Financial Group, Inc. 0001698777Oct 17, 2024 123$133.5M
Indie Asset Partners, LLC 0001802244Oct 29, 2024 116$133.5M
Amitell Capital Pte Ltd 0001807559Nov 13, 2024 38$133.5M
Andrew Hill Investment Advisors, Inc. 0001897071Oct 17, 2024 51$133.5M
Silvia McColl Wealth Management, LLC 0001991983Oct 3, 2024 108$133.6M
Kingdom Financial Group LLC. 0001962236Nov 12, 2024 49$133.8M
Dentgroup LLC 0001867570Oct 2, 2024 82$133.8M
CAP Partners, LLC 0002006870Nov 7, 2024 130$133.9M
Rareview Capital LLC 0002044533Nov 13, 2024 49$133.9M
Oceanside Advisors LLC 0002012184Oct 28, 2024 49$134.2M
WealthTrust Asset Management, LLC 0001867894Nov 12, 2024 87$134.2M
Wayfinding Financial, LLC 0001898131Nov 4, 2024 37$134.5M
AlphaCentric Advisors LLC 0001913464Oct 30, 2024 230$134.5M
Elevate Wealth Advisory, Inc. 0002011651Nov 13, 2024 121$134.7M
Terra Nova Asset Management LLC 0001658652Oct 16, 2024 84$134.7M
Heights Capital Management, Inc. 0001081698Nov 14, 2024 138$134.8M
Pacific Wealth Strategies Group, Inc. 0001766571Oct 28, 2024 49$134.9M
Mainsail Asset Management, LLC 0002016972Oct 18, 2024 60$134.9M
LWM Advisory Services, LLC 0001697716Nov 13, 2024 93$135.0M
Wintrust Investments LLC 0000049096Nov 12, 2024 530$135.1M
WESPAC Advisors, LLC 0001484540Nov 12, 2024 150$135.1M
Retireful, LLC 0001919176Nov 8, 2024 66$135.1M
Tevis Investment Management 0001940416Oct 28, 2024 88$135.2M
Vermillion & White Wealth Management Group, LLC 0001862443Nov 13, 2024 353$135.2M
Providence Wealth Advisors, LLC 0001744955Nov 14, 2024 82$135.2M
Emergent Wealth Advisors, LLC 0001799880Dec 16, 2025 109$135.3M
SeaTown Holdings Pte. Ltd. 0001512367Nov 1, 2024 14$135.4M
Vienna Asset Management LLC 0001913545Nov 14, 2024 43$135.4M
Thompson Davis & Co., Inc. 0001017284Nov 8, 2024 126$135.4M
Continental Advisors LLC 0001277779Nov 14, 2024 33$135.5M
Meixler Investment Management, Ltd. 0001911615Nov 4, 2024 104$135.5M
Paladin Advisory Group, LLC 0001899703Nov 5, 2024 235$135.6M
Paragon Capital Management Inc. 0002038506Oct 16, 2024 67$135.6M
Charter Research & Investment Group, Inc. 0001666624Nov 12, 2024 84$135.6M
Basepoint Wealth LLC 0002088236Oct 16, 2025 111$135.6M
Crawford Fund Management, LLC 0001816427Nov 14, 2024 31$135.7M
Broadwater Capital Management LLC 0002084339Feb 3, 2026 238$135.7M
Newport Capital Group, LLC 0001869032Nov 12, 2024 55$135.7M
Brightwater Advisory LLC 0002034566Oct 8, 2024 60$135.9M
Gerber, LLC 0002014164Oct 21, 2024 95$136.1M
Patrick M Sweeney & Associates, Inc. 0002010453Oct 22, 2024 151$136.1M
M3 Advisory Group, LLC 0002014826Oct 17, 2024 152$136.2M
Campion Asset Management 0001843492Nov 13, 2024 92$136.2M
Algorithmic Investment Models, LLC 0001806628Nov 5, 2024 49$136.2M
Cottonwood Capital Advisors, LLC 0001903321Nov 4, 2024 120$136.2M
Pacific Financial Group Inc. 0001279926Nov 13, 2024 55$136.4M
13D Management LLC 0001600133Nov 14, 2024 22$136.4M
Cascade Investment Group, Inc. 0000919447Oct 15, 2024 129$136.4M
Longview Financial Advisors, Inc. 0001786915Oct 18, 2024 46$136.5M
Shorepath Capital Management LLC 0002012685Nov 14, 2024 23$136.5M
Paragon Financial Partners, Inc. 0001910845Oct 15, 2024 83$136.5M
Ulland Investment Advisors, LLC 0001911497Oct 15, 2024 205$136.6M
DSC Meridian Capital LP 0001970572Nov 13, 2024 16$136.6M
Wallace Advisory Group, LLC 0001932645Oct 4, 2024 177$136.7M
Pullen Investment Management, LLC 0002011668Oct 24, 2024 100$136.8M
English Capital Management LLC 0002010442Nov 12, 2024 31$136.8M