13F History

ManagerCIKFiledPositions13F Reported Value
RoundAngle Advisors LLC 0002049176Jul 25, 2025 58$119.7M
Piscataqua Savings Bank 0001855835Jul 10, 2025 368$119.8M
Epacria Capital Partners, LLC 0001927623Aug 13, 2025 34$119.8M
TCM Advisors, LLC 0001911491Aug 13, 2025 63$119.9M
Parsonex Advisory Services, Inc. 0002107398Feb 12, 2026 96$119.9M
Womack Financial LLC 0002107079Feb 10, 2026 65$120.1M
Hartmann Taylor Wealth Management, LLC 0002058267Jul 15, 2025 52$120.1M
Mountain Lake Investment Management LLC 0001308555Aug 14, 2025 27$120.2M
Ally Bridge Group (NY) LLC 0001822947Aug 14, 2025 24$120.2M
Elm3 Financial Group, LLC 0002011201Jul 23, 2025 108$120.3M
Wealthgarden F.S. LLC 0002023633Aug 11, 2025 135$120.5M
Rexford Capital Inc. 0002081847Aug 18, 2025 280$120.5M
Dale Q Rice Investment Management Ltd 0002041427Jul 29, 2025 67$120.5M
Innovative Wealth Building LLC 0002062596Jul 22, 2025 51$120.6M
Gilbert Capital Group, Inc. 0002035854Sep 30, 2025 48$120.7M
LifePlan Financial, LLC 0001739485Jul 9, 2025 89$120.7M
Anchor Capital Management Company, LLC 0002009885Aug 14, 2025 9$120.7M
Persium Advisors, LLC 0002033683Jul 8, 2025 62$120.8M
Hickory Asset Management, Inc. 0002053626Jul 22, 2025 91$120.9M
Eagle Bay Advisors LLC 0001862864Jul 11, 2025 112$121.0M
Cathy Pareto & Associates, Inc. 0002045974Jul 14, 2025 88$121.0M
Boreal Capital Management LLC 0002080094Aug 12, 2025 488$121.1M
Avantra Family Wealth, Inc. 0001774744Jul 23, 2025 131$121.1M
PMG Wealth Management, Inc. 0002052904Jul 17, 2025 53$121.2M
Exome Asset Management LLC 0002011932Aug 15, 2025 55$121.3M
AGH Wealth Advisors, LLC 0002061010Aug 5, 2025 127$121.3M
Shorepath Capital Management LLC 0002012685Aug 4, 2025 23$121.3M
Summit Investment Advisors, Inc. 0002055275Aug 6, 2025 55$121.4M
Argyle Capital Partners, LLC 0002079995Aug 13, 2025 150$121.4M
Avant Financial Advisors LLC 0002063243Aug 5, 2025 64$121.4M
Washington University 0000903603Jul 18, 2025 4$121.4M
Ridgeline Wealth Planning, LLC 0002013788Jul 24, 2025 37$121.5M
Fairman Group, LLC 0002016719Jul 28, 2025 257$121.6M
Palacios Wealth Management, LLC 0002053829Jul 14, 2025 71$121.7M
Clifford Group, LLC 0001965522Aug 14, 2025 83$121.7M
Richwood Investment Advisors, LLC 0001911900Jul 23, 2025 100$121.8M
Bonfire Financial 0001762539Aug 6, 2025 53$121.9M
Opulen Financial Group LLC 0002055099Jul 23, 2025 100$121.9M
Macroview Investment Management LLC 0001551727Jul 22, 2025 93$122.0M
Archon Capital Management LLC 0001398825Aug 13, 2025 48$122.0M
SwitchPoint Financial Planning, LLC 0002055526Aug 1, 2025 59$122.0M
Aspire Growth Partners LLC 0002055568Aug 13, 2025 114$122.1M
Kamunting Street Capital Management, L.P. 0001317267Aug 14, 2025 14$122.2M
Black Cypress Capital Management, LLC 0002022614Aug 13, 2025 28$122.3M
GEN Financial Management, INC. 0002032497Jul 18, 2025 44$122.3M
Cannon Wealth Management Services, LLC 0002043725Jul 23, 2025 80$122.4M
Twin City Private Wealth, LLC 0002021982Aug 4, 2025 102$122.4M
Trace Wealth Advisors, LLC 0002055838Aug 14, 2025 57$122.4M
Ridgeline Wealth, LLC 0001934226Jul 11, 2025 48$122.6M
Pollock Investment Advisors, LLC 0002049804Aug 11, 2025 40$122.7M
Scratch Capital LLC 0002055324Jul 11, 2025 37$122.9M
Financial Life Planners 0002053368Aug 8, 2025 54$122.9M
FSA Advisors, Inc. 0001905627Aug 1, 2025 177$123.0M
Murphy & Mullick Capital Management Corp 0002047271Aug 14, 2025 688$123.0M
First Community Trust NA 0001130344Jul 7, 2025 326$123.1M
Stage Harbor Financial, LLC 0001934721Aug 14, 2025 55$123.1M
Miramar Fiduciary Corp 0001587301Jul 25, 2025 5$123.1M
Decade Renewable Partners LP 0001915836Aug 14, 2025 26$123.2M
Arbor Wealth Advisors LLC 0002009890Jul 10, 2025 54$123.3M
TT Capital Management LLC 0002056338Aug 22, 2025 68$123.3M
Accredited Wealth Management, LLC 0002056519Aug 12, 2025 373$123.4M
Seek First Inc. 0002060504Jul 14, 2025 55$123.4M
SpringVest Wealth Management LLC 0002058986Jul 23, 2025 61$123.5M
Courant Investment Management LLC 0001695426Jul 28, 2025 8$123.5M
Partnership Wealth Management, LLC 0002010656Jul 8, 2025 69$123.5M
Tme Financial, Inc. 0002056230Aug 5, 2025 74$123.7M
Gallagher Capital Advisors, LLC 0002034519Jul 31, 2025 59$123.8M
Foresite Capital Management IV, LLC 0001704132Aug 12, 2025 6$123.8M
SIMA Wealth Partners, LLC 0002135539Jun 15, 2026 153$123.9M
Bain Capital Venture Investors, LLC 0001309469Aug 14, 2025 2$123.9M
Hickory Point Bank & Trust 0002039144Jul 8, 2025 123$123.9M
Winebrenner Capital Management LLC 0002047728Aug 1, 2025 128$124.0M
Astra Wealth Partners LLC 0002054825Aug 5, 2025 77$124.0M
Square Peg Capital PTY Ltd. 0001803194Aug 14, 2025 9$124.0M
Hoese & Co LLP 0001840268Jul 29, 2025 154$124.0M
American Alpha Advisors, LLC 0002041441Aug 7, 2025 83$124.0M
Anson Capital, Inc. 0001906003Aug 1, 2025 77$124.1M
Slocum, Gordon & Co LLP 0001993325Aug 19, 2025 125$124.1M
Skerryvore Asset Management Ltd 0002043964Aug 14, 2025 6$124.2M
Comprehensive Wealth Management, LLC 0001535202Aug 11, 2025 39$124.2M
Cannon Advisors, Inc. 0001805370Aug 11, 2025 69$124.2M
Pacific Asset Management, LLC 0002054012Jul 10, 2025 56$124.3M
Fortune Financial Advisors, LLC 0001961828Jul 16, 2025 95$124.3M
Andrew Hill Investment Advisors, Inc. 0001897071Jul 10, 2025 51$124.3M
Jacksonville Wealth Management, LLC 0002048486Aug 8, 2025 65$124.4M
XXEC, Inc. 0001828822Aug 13, 2025 19$124.4M
HCEP Management Ltd 0001822015Aug 13, 2025 9$124.4M
Cooksen Wealth, LLC 0002016393Aug 15, 2025 90$124.4M
Wincap Financial LLC 0002064588Aug 1, 2025 85$124.4M
M.E. Allison & Co., Inc. 0001619532Jul 25, 2025 171$124.5M
Hedges Asset Management LLC 0001906202Jul 7, 2025 101$124.5M
Monimus Capital Management, LP 0001848831Aug 15, 2025 51$124.6M
SCP Investment, LP 0001730961Aug 13, 2025 43$124.6M
Prossimo Advisors, LLC 0001965307Aug 13, 2025 127$124.6M
Flywheel Private Wealth LLC 0002029680Jul 17, 2025 85$124.6M
Apex Wealth Management, LLC 0002056695Aug 8, 2025 55$124.6M
Schrum Private Wealth Management LLC 0001914987Jul 23, 2025 125$124.7M
Forefront Wealth Management Inc. 0001904828Jul 17, 2025 62$124.7M
Multicoin Capital Management, LLC 0002017172Aug 14, 2025 2$124.8M
Ackerman Asset Management, LLC 0002067071Aug 14, 2025 24$124.8M