13F History

ManagerCIKFiledPositions13F Reported Value
Clarity Retirement & Wealth, LLC 0002103352Feb 11, 2026 33$113.6M
Cannon Capital Management, Inc. 0002100130Jan 30, 2026 27$113.7M
LWM Advisors Inc. 0002067328Jan 9, 2026 29$113.7M
Powerhouse Assets LLC 0001564396Jan 15, 2026 54$113.7M
Keenan, LLC 0002111703Mar 4, 2026 41$113.7M
Converium Capital Inc. 0002043653Aug 11, 2026 11$113.7M
Waycross Investment Management Co 0001922448Jan 8, 2026 47$113.7M
Safe Harbor Family Capital, LLC 0002065810Jan 30, 2026 51$113.8M
Legacy Solutions, LLC 0002053314Jan 14, 2026 81$113.8M
Alan B Lancz & Associates, Inc. 0001897835Feb 6, 2026 132$113.8M
Financial Planning Fort Collins, LLC 0002111920Feb 18, 2026 29$113.9M
CDC Financial, Inc. 0002077836Feb 13, 2026 27$113.9M
Karani Asset Management LLC 0001792430Feb 17, 2026 35$114.0M
Directional Asset Management 0002105817Jan 29, 2026 93$114.0M
Ativo Capital Management LLC 0001423065Feb 2, 2026 55$114.1M
RPM Capital Partners, LLC 0001555433Jan 14, 2026 2$114.1M
Capstone Wealth Management, Inc. 0002112205Feb 20, 2026 40$114.1M
Ak Global Asset Management, LLC 0002105908Jan 21, 2026 31$114.4M
Mercato Partners Growth III Gp, LLC 0002060676Feb 17, 2026 1$114.4M
PSP Research LLC 0002106939Feb 6, 2026 85$114.4M
Multicoin Capital Management, LLC 0002017172Feb 13, 2026 4$114.4M
KDK Private Wealth Management, LLC 0001776910Feb 12, 2026 72$114.6M
Cooke Wealth Management, LLC 0002093659Jan 21, 2026 37$114.6M
Tandemgrowth Financial Advisors LLC 0002110449Feb 12, 2026 24$114.6M
Ma Investment Partnership, LP 0001536336May 18, 2026 8$114.6M
Schaeffer Financial LLC 0001898838Jan 30, 2026 21$114.6M
MY Wealth Management Inc. 0001827845Feb 10, 2026 37$114.7M
BLVD Private Wealth, LLC 0002079537Jan 27, 2026 69$114.9M
M Wealth Management, LLC 0002026150Jan 29, 2026 48$114.9M
Curtis Wealth Management LLC 0002108708Feb 11, 2026 52$114.9M
IKE Capital, LLC 0002150482Aug 19, 2026 75$114.9M
NWM Advisors, LLC 0002098824Feb 4, 2026 25$114.9M
WealthPoint Financial, LLC 0002040860Feb 19, 2026 117$114.9M
Buckley Capital Advisors, LLC 0002111611Feb 17, 2026 13$115.0M
Sherman Wealth Management LLC 0002096110Jan 15, 2026 77$115.1M
ORBA Wealth Advisors, L.L.C. 0002010248Feb 5, 2026 79$115.2M
Hegarty Advisors, LLC 0002107727Jan 29, 2026 55$115.2M
Orchard Capital Management, LLC 0001858319Feb 12, 2026 44$115.2M
Ramiah Investment Group 0001566307Jan 28, 2026 69$115.3M
North Horizon Holdings Inc. 0001891936Jan 30, 2026 1$115.3M
Dala Group, LLC 0002129058Jun 18, 2026 72$115.4M
OV Management LLC 0002010766Jan 27, 2026 55$115.5M
4WEALTH Advisors, Inc. 0002056676Jan 21, 2026 142$115.5M
Susquehanna Capital Management, LLC 0001879628Feb 17, 2026 1$115.5M
Silver Grove Financial Group, Inc. 0002111172Feb 17, 2026 133$115.5M
Longitude (Cayman) Ltd. 0001664999Feb 12, 2026 21$115.5M
Institutional Venture Management Xv, LLC 0001640275Feb 17, 2026 3$115.5M
Stonebridge Financial Group, LLC / MO 0002109198Feb 4, 2026 159$115.5M
A4 Wealth Advisors LLC 0002033987Feb 13, 2026 134$115.6M
Godfrey Financial Associates, Inc. 0002097943Feb 10, 2026 1,113$115.6M
Sellaronda Global Management LP 0001975764Feb 13, 2026 8$115.7M
Kennebec Savings Bank 0002043536Jan 22, 2026 249$115.8M
Bingham Private Wealth, LLC 0002063211Jan 23, 2026 151$115.9M
Perissos Private Wealth Management, LLC 0002023071Feb 9, 2026 72$115.9M
McCartney Wealth Management LLC 0002110693Feb 17, 2026 61$115.9M
Sherwood Financial Partners, LLC 0002056427Feb 18, 2026 8$116.0M
Virtus Family Office LLC 0001913482Feb 3, 2026 64$116.0M
North Capital, Inc. 0002065938Feb 18, 2026 89$116.0M
Targeted Financial Services LLC 0001758288Mar 3, 2026 52$116.1M
Approach Retirement Advisors, LLC 0002106948Jan 29, 2026 78$116.1M
Asempa Wealth Advisors 0002099967Jan 8, 2026 113$116.1M
Rangeley Capital, LLC 0001517796Feb 17, 2026 115$116.1M
Hudson Portfolio Management LLC 0001847700Feb 13, 2026 108$116.1M
Tao Capital Management LP 0001802967Feb 17, 2026 8$116.2M
Conquis Financial LLC 0002052436Feb 11, 2026 66$116.3M
Macco Financial Group, Inc. 0002111816Feb 24, 2026 19$116.3M
Pursuit Wealth Management LLC 0002106233Jan 26, 2026 118$116.4M
Kelsey Financial, LLC 0002022609Jan 23, 2026 62$116.4M
Lord & Richards Wealth Management, LLC 0002045252Jan 15, 2026 51$116.4M
Waystone Advisors LLC 0002055997Feb 9, 2026 102$116.6M
AG Asset Advisory, LLC 0001625008Feb 11, 2026 26$116.7M
LRT Capital Management, LLC 0001798923Feb 13, 2026 86$116.7M
Timothy G. Youngquist 2020 Irrevocable Trust 0002109159Aug 7, 2026 41$116.7M
H Squared Management LP 0002110996Feb 13, 2026 10$116.7M
Landmark Investment Partners, L.P. 0002023551Feb 17, 2026 17$116.8M
Chatterton & Associates Inc. 0002102688Jan 20, 2026 84$116.8M
APS Management Group, Inc. 0001914985Jan 28, 2026 77$116.8M
Clutterbuck Capital Management LLC 0001517638Feb 13, 2026 7$116.9M
Sparta 24 Ltd. 0001967706Feb 2, 2026 9$116.9M
Strategic Wealth Advisors LLC 0002107449Feb 3, 2026 260$116.9M
New Dimensions Wealth Management, LLC 0002068447Feb 3, 2026 20$116.9M
Elwood Capital Partners LP 0002050159Feb 13, 2026 21$117.0M
Harbor Asset Planning, Inc. 0002077050Jan 26, 2026 442$117.0M
Nestegg Advisors, Inc. 0002062716Jan 21, 2026 51$117.1M
RD Lewis Holdings, Inc. 0002046179Feb 6, 2026 90$117.1M
Asset Value Investors Ltd 0001870300Jan 6, 2026 3$117.1M
Propel Bio Management, LLC 0001969764Feb 11, 2026 20$117.1M
Saber Capital Managment, LLC 0001911378Feb 13, 2026 28$117.1M
LiftPoint Family Wealth Advisors LLC 0002110810Feb 13, 2026 51$117.1M
Nano Cap New Millennium Growth Fund L P 0001277890Feb 6, 2026 170$117.2M
Dynamic Financial Group 0002061178Jan 26, 2026 69$117.2M
Heights Point Management, LP 0002050231Feb 13, 2026 21$117.2M
Flight Deck Capital, LP 0001861705Feb 17, 2026 11$117.3M
Eagle Wealth Advisors LLC 0002107271Jan 29, 2026 91$117.3M
MeadowBrook Investment Advisors LLC 0001308290Jan 14, 2026 194$117.3M
Bond Capital Management, LP 0001923934May 11, 2026 4$117.4M
Uptown Financial Advisors LLC 0002066147Jan 23, 2026 74$117.4M
Bridgelight Financial Advisors, Inc. 0002145102Jul 30, 2026 40$117.4M
GPS Wealth Strategies Group, LLC 0001731837Feb 6, 2026 582$117.4M
Donalies Financial Planning, LLC 0002111587Feb 17, 2026 70$117.4M