13F History

ManagerCIKFiledPositions13F Reported Value
Byrne Asset Management LLC 0001911322Jul 23, 2024 533$139.7M
Gouws Capital LLC 0001908828Jul 31, 2024 42$139.7M
Guardian Investment Management 0001365474Jul 24, 2024 56$139.8M
Innova Wealth Partners 0001888831Aug 13, 2024 81$139.8M
Mills Wealth Advisors LLC 0002029294Aug 8, 2024 53$139.9M
American Capital Advisory, LLC 0002018007Jul 29, 2024 439$140.0M
apricus wealth, LLC 0001913842Jul 25, 2024 93$140.0M
Masterton Capital Management, LP 0001817145Aug 14, 2024 19$140.1M
Nicholas Wealth, LLC. 0001911391Aug 5, 2024 107$140.1M
Crestwood Capital Management, L.P. 0001468395Aug 13, 2024 14$140.1M
Physician Wealth Solutions Inc. 0002007116Jul 15, 2024 41$140.1M
Hyperion Partners, LLC 0001971715Jul 12, 2024 71$140.1M
Washburn Capital Management, Inc. 0001793923Jul 25, 2024 36$140.1M
Menard Financial Group LLC 0001803156Aug 9, 2024 105$140.2M
Jones Road Capital Management, L.P. 0001842361Aug 13, 2024 28$140.2M
Encompass More Asset Management 0002011218Jul 26, 2024 110$140.2M
Nipun Capital, L.P. 0001781566Aug 14, 2024 7$140.2M
Empirical Capital Management, LLC 0001642274Aug 15, 2024 16$140.3M
MWA Asset Management 0001903058Jul 26, 2024 121$140.4M
Doheny Asset Management 0000936936Aug 15, 2024 74$140.4M
Aufman Associates Inc 0001801573Aug 9, 2024 46$140.5M
Vernal Point Advisors, LLC 0001820363Aug 14, 2024 26$140.5M
17 Capital Partners, LLC 0001727407Jul 18, 2024 128$140.5M
InTrack Investment Management Inc 0001847343Jul 15, 2024 130$140.6M
Halter Ferguson Financial Inc. 0001842665Aug 13, 2024 29$140.8M
Clarity Asset Management, Inc. 0001756759Aug 15, 2024 196$140.8M
Kopion Asset Management, LLC 0001728689Jul 12, 2024 18$140.9M
Pingora Partners LLC 0002011176Aug 14, 2024 231$140.9M
Legend Financial Advisors, Inc. 0001781948Jul 26, 2024 292$140.9M
Kintra Wealth, LLC 0001904432Aug 14, 2024 114$140.9M
Q Global Advisors, LLC 0001469589Aug 14, 2024 93$141.0M
Pacific Financial Group Inc. 0001279926Aug 2, 2024 57$141.1M
Councilmark Asset Management, LLC 0002022076Aug 1, 2024 80$141.1M
W.H. Cornerstone Investments Inc. 0001940823Jul 17, 2024 122$141.1M
Summerhill Capital Management lnc. 0002017598Aug 9, 2024 20$141.2M
Jabodon PT Co. 0001594167Jul 19, 2024 3$141.3M
Fir Tree Capital Management LP 0001056491Aug 14, 2024 85$141.3M
Abel Hall, LLC 0002013339Jul 25, 2024 148$141.4M
Cosner Financial Group, LLC 0001674627Aug 13, 2024 32$141.4M
Taylor & Morgan Wealth Management, LLC 0001844266Jul 16, 2024 64$141.4M
Jade Capital Advisors, LLC 0001761663Aug 9, 2024 90$141.5M
Garland Capital Management Inc. 0001181544Jul 30, 2024 32$141.5M
Semanteon Capital Management, LP 0001738809Jul 30, 2024 199$141.5M
Tacita Capital Inc 0001846287Aug 8, 2024 209$141.5M
Planning Capital Management Corp 0002012016Aug 12, 2024 720$141.6M
Spear Holdings RSC Ltd 0002023475Jul 18, 2024 5$141.7M
Bright Financial Advisors, Inc. 0002022456Aug 12, 2024 49$141.7M
Long Island Wealth Management, Inc. 0002011177Aug 15, 2024 71$141.7M
Gould Capital, LLC 0001908965Aug 15, 2024 216$141.8M
Meritas Wealth Management, LLC 0001990690Jul 24, 2024 47$141.8M
Capricorn Fund Managers Ltd 0001901361Jul 12, 2024 55$141.8M
Efficient Frontier Advisors LLC 0002011188Jul 18, 2024 16$141.9M
DG Capital Management, LLC 0001512716Aug 14, 2024 16$141.9M
Fortis Advisors, LLC 0001697478Dec 5, 2024 99$141.9M
Unconventional Investor, LLC 0001910387Aug 15, 2024 33$141.9M
Rain Capital Management, LLC 0001667553Aug 14, 2024 95$142.0M
Mach-1 Financial Group, LLC 0001843358Jul 31, 2024 72$142.0M
Avory & Company, LLC 0001842766Aug 1, 2024 29$142.0M
Wheelhouse Advisory Group LLC 0001998946Jul 18, 2024 39$142.0M
FF Advisors,LLC 0002011904Aug 13, 2024 88$142.1M
American Planning Services, Inc. 0001906656Aug 9, 2024 52$142.1M
Moneda S.A. Administradora General de Fondos 0001536361Jul 31, 2024 26$142.3M
Echo45 Advisors LLC 0001908617Jul 26, 2024 46$142.3M
JBR Co Financial Management Inc 0002017878Jul 15, 2024 102$142.4M
Sard Wealth Management Group, LLC 0002010095Jul 15, 2024 45$142.4M
SVB Financial Group 0000719739Aug 14, 2024 11$142.4M
Pennant Select, LLC 0002011563Aug 14, 2024 10$142.5M
Triton Financial Group Inc 0001811805Aug 13, 2024 96$142.5M
Carson Advisory Inc. 0001909304Aug 7, 2024 166$142.5M
Exane Asset Management 0001666256Aug 7, 2024 18$142.6M
Data Collective IV GP, LLC 0001664974Aug 14, 2024 6$142.7M
Carroll Investors, Inc 0001911400Aug 13, 2024 22$142.7M
Lakehouse Capital Pty Ltd 0001844830Aug 7, 2024 14$142.8M
Northland Capital Management LLC 0001693032Jul 17, 2024 30$142.9M
Presidio Capital Management, LLC 0001931750Jul 26, 2024 59$143.0M
Diversified Investment Strategies, LLC 0001427196Aug 6, 2024 49$143.1M
Cadence Wealth Management LLC 0001845250Jul 31, 2024 47$143.1M
Melfa Wealth Management, Inc. 0001962465Jul 15, 2024 199$143.1M
Andrews, Lucia Wealth Management LLC 0001906227Jul 25, 2024 27$143.1M
OV Management LLC 0002010766Aug 8, 2024 61$143.1M
Successful Portfolios LLC 0001721780Jul 12, 2024 158$143.2M
Spotlight Asset Group, Inc. 0001809159Jul 24, 2024 260$143.2M
Pring Turner Capital Group Inc. 0001568839Aug 13, 2024 67$143.2M
Burr Financial Services, LLC 0001966297Jul 22, 2024 29$143.2M
DHK Financial Advisors, Inc. 0001922962Aug 9, 2024 75$143.3M
Afg Fiduciary Services Limited Partnership 0001907820Jul 31, 2024 76$143.4M
Prentiss Smith & Co. Inc. 0001134687Jul 17, 2024 67$143.4M
Lakewood Asset Management LLC 0001966581Jul 18, 2024 116$143.4M
FFG Retirement Advisors LLC 0001966438Aug 2, 2024 46$143.5M
Teca Partners, LP 0001910154Aug 13, 2024 11$143.5M
Robinson Value Management, Ltd. 0001694283Aug 12, 2024 72$143.5M
Udine Wealth Management, Inc. 0001907240Jul 15, 2024 24$143.6M
Laurel Wealth Planning LLC 0001842010Jul 25, 2024 51$143.7M
Keyes, Stange & Wooten Wealth Management, LLC 0002011352Jul 24, 2024 67$143.7M
Defined Wealth Management, LLC 0001849518Aug 5, 2024 107$143.8M
Aspen Wealth Strategies, LLC 0001972517Jul 22, 2024 73$143.8M
Ulland Investment Advisors, LLC 0001911497Jul 16, 2024 223$143.9M
Advisory Services & Investments, LLC 0001862931Aug 6, 2024 36$143.9M
Revisor Wealth Management LLC 0001887409Aug 12, 2024 159$144.0M
Millington Financial Advisors, LLC 0001924615Jul 30, 2024 79$144.0M