13F History

ManagerCIKFiledPositions13F Reported Value
William Howard & Co Financial Advisors Inc 0002023493Apr 30, 2026 54$115.8M
Hershey Financial Advisers, LLC 0002034214May 6, 2026 80$115.8M
Sidoxia Capital Management, LLC 0002132534May 11, 2026 83$115.8M
RM Financial Services, LLC 0002109852May 14, 2026 75$116.0M
Alexander Randolph Advisory, Inc. 0000874816May 7, 2026 54$116.0M
Rhodes Investment Advisors Inc. 0001005186May 14, 2026 116$116.1M
Chung Wu Investment Group, LLC 0002054278May 12, 2026 259$116.1M
Financially in Tune, LLC 0002113970Apr 22, 2026 77$116.3M
Worthington Financial Partners, LLC 0002111427Apr 21, 2026 105$116.4M
Sherman Wealth Management LLC 0002096110Apr 13, 2026 80$116.4M
Investment Management Corp. /Va/ 0000789307Apr 28, 2026 52$116.4M
McKinney Capital Management, LLC 0002133532May 14, 2026 46$116.4M
Journey Beyond Wealth, LLC 0002052989Apr 28, 2026 29$116.4M
Runnymede Capital Advisors, Inc. 0002054540Apr 14, 2026 75$116.4M
Severin Investments, LLC 0001763454Apr 24, 2026 171$116.5M
Godfrey Financial Associates, Inc. 0002097943May 12, 2026 1,110$116.5M
Smith Asset Management Co., LLC 0002068217May 15, 2026 71$116.5M
Ethos Capital Management, Inc. 0002106214Apr 7, 2026 56$116.6M
Ulland Investment Advisors, LLC 0001911497Apr 27, 2026 213$116.6M
DB Fitzpatrick & Co, Inc 0001885767Apr 27, 2026 106$116.8M
APS Management Group, Inc. 0001914985Apr 15, 2026 72$116.8M
Orvieto Partners, L.P. 0002052484May 14, 2026 44$116.9M
Leo H. Evart, Inc. 0001920405May 14, 2026 298$116.9M
Barden Capital Management, Inc. 0001906798Apr 7, 2026 58$116.9M
Andar Capital Management HK Ltd 0001805591May 8, 2026 13$116.9M
Fairman Group, LLC 0002016719Apr 23, 2026 326$117.0M
Eagle Harbor Asset Management Inc. 0001088388Aug 11, 2026 130$117.0M
Liberty Atlantic Advisors LLC 0002101909Apr 27, 2026 73$117.0M
Josh Arnold Investment Consultant, LLC 0001911348May 15, 2026 13$117.0M
4WEALTH Advisors, Inc. 0002056676Apr 27, 2026 142$117.0M
RHL Group, LLC 0002066311May 13, 2026 240$117.1M
Virtus Family Office LLC 0001913482May 7, 2026 73$117.2M
Risk Paradigm Group, LLC 0001569886May 14, 2026 59$117.2M
Alessandra Capital Management, LLC 0002132506Apr 30, 2026 112$117.3M
Donalies Financial Planning, LLC 0002111587May 5, 2026 74$117.3M
Stegent Equity Advisors, Inc. 0001908976Apr 24, 2026 101$117.3M
New Dimensions Wealth Management, LLC 0002068447May 15, 2026 20$117.5M
Oceanic Investment Management LTD 0001438258May 13, 2026 42$117.5M
North Horizon Holdings Inc. 0001891936May 8, 2026 1$117.5M
Orca Investment Management, LLC 0001511229Apr 23, 2026 57$117.6M
Electric Capital Partners, LLC 0002087133May 15, 2026 7$117.7M
Koenig Investment Advisory, LLC 0002114481Apr 16, 2026 36$117.7M
Warm Springs Advisors Inc. 0002057078Apr 30, 2026 48$117.8M
Brandywine Financial Group 0001779506Jun 10, 2026 36$117.8M
Capstone Wealth Management, Inc. 0002112205May 15, 2026 38$117.9M
Ridge Creek Global, Inc 0002111429May 13, 2026 85$117.9M
Tandem Investment Partners LLC 0002056333May 13, 2026 73$118.0M
Bridgelight Financial Advisors, Inc. 0002145102Jul 30, 2026 40$118.0M
Index Venture Growth Associates III Ltd 0001785453May 15, 2026 2$118.0M
Advocate Investing Services LLC 0002110509Apr 22, 2026 448$118.0M
Paragon Capital Management Inc. 0002038506Apr 17, 2026 70$118.0M
North Capital, Inc. 0002065938Apr 30, 2026 93$118.1M
Buckley Capital Advisors, LLC 0002111611May 15, 2026 14$118.1M
Genoa Capital Gestora de Recursos Ltda. 0002064813May 11, 2026 8$118.1M
Stillwater Private Wealth, LLC 0002137933Jun 3, 2026 78$118.2M
Aventus Investment Advisors, Inc. 0002093055Apr 15, 2026 148$118.2M
C2C Wealth Management, LLC 0001868903Apr 20, 2026 92$118.2M
Topor & Co. Korea 0002113285Apr 28, 2026 18$118.2M
Elm3 Financial Group, LLC 0002011201Apr 13, 2026 117$118.4M
Washington Capital Management, Inc. 0000928566Apr 27, 2026 102$118.4M
Worldly Partners Management, LLC 0001904574May 12, 2026 3$118.4M
Clientfirst Wealth Management, LLC 0001915494May 1, 2026 50$118.5M
Keenan, LLC 0002111703Apr 23, 2026 42$118.5M
Kane Co Wealth Management, Inc. 0002109915Apr 21, 2026 51$118.6M
Stonebridge Financial Group, LLC / MO 0002109198Apr 17, 2026 165$118.6M
White Knight Strategic Wealth Advisors, LLC 0001904677May 15, 2026 81$118.7M
Hudson Portfolio Management LLC 0001847700May 14, 2026 111$118.7M
McCartney Wealth Management LLC 0002110693May 11, 2026 65$118.8M
Piar LLC 0002054677May 8, 2026 62$118.8M
M Wealth Management, LLC 0002026150May 15, 2026 55$118.8M
Schaeffer Financial LLC 0001898838Apr 27, 2026 25$118.8M
Tao Capital Management LP 0001802967May 14, 2026 8$118.8M
Harbor Asset Planning, Inc. 0002077050Apr 22, 2026 420$118.9M
Valor Advisors LLC 0002108599Jul 1, 2026 35$118.9M
marrick wealth, LLC 0002109850Apr 15, 2026 52$118.9M
Shepherd Kaplan Krochuk, LLC 0001218583May 15, 2026 61$119.0M
Commerce Advisors, LLC 0001567247May 12, 2026 122$119.0M
Lubar & Co., Inc 0001473033Apr 24, 2026 3$119.0M
Ionic Capital Management LLC 0001386462May 15, 2026 141$119.1M
Clio Asset Management LLC 0001986196Apr 21, 2026 16$119.3M
WealthPoint Financial, LLC 0002040860Jun 26, 2026 121$119.5M
Ball & Co Wealth Management Inc. 0002057075May 1, 2026 80$119.5M
Integrated Wealthcare, LLC 0001962105May 8, 2026 28$119.5M
Yorktown Management & Research Co Inc 0001313559Apr 20, 2026 214$119.5M
Commons Capital, LLC 0001912835Apr 30, 2026 85$119.6M
CM Management, LLC 0001841857May 8, 2026 71$119.6M
Ahara Advisors LLC 0002116771May 15, 2026 53$119.6M
Dala Group, LLC 0002129058Jun 1, 2026 73$119.6M
AIHC Capital Management Ltd 0002103725May 8, 2026 5$119.7M
Windsor Advisory Group, LLC 0001739953May 15, 2026 82$119.7M
Sjbenen Advisory, LLC 0001813225Apr 13, 2026 23$119.7M
Bayview Asset Management, LLC 0001767366May 15, 2026 42$119.8M
Scientech Research LLC 0002011556May 15, 2026 449$119.9M
Troutman Wealth Management, LLC 0002110807May 11, 2026 36$119.9M
Skerryvore Asset Management Ltd 0002043964May 15, 2026 7$120.1M
Capelight Capital Asset Management LP 0002105992Apr 27, 2026 28$120.2M
Approach Retirement Advisors, LLC 0002106948Apr 14, 2026 79$120.2M
Santa Clara Valley Transportation Authority 0002043469May 13, 2026 4$120.3M
Madson Wealth Advisors Inc 0002129795Apr 21, 2026 84$120.3M
A4 Wealth Advisors LLC 0002033987May 11, 2026 100$120.3M