13F History

ManagerCIKFiledPositions13F Reported Value
Bingham Private Wealth, LLC 0002063211Aug 11, 2026 178$145.3M
Wynnefield Capital Inc. 0001251567Aug 14, 2026 8$145.4M
Enhancing Capital LLC 0001909572Aug 11, 2026 90$145.4M
Tenzing Financial LLC 0002111360Jul 9, 2026 84$145.6M
AWH Capital, L.P. 0001682475Aug 17, 2026 22$145.7M
JM2 Capital Inc. 0002103359Jul 22, 2026 121$145.7M
Split Rock Private Trading & Wealth Management, LLC 0002095884Jul 22, 2026 49$145.8M
Antonelli Financial Advisors, LLC 0002055364Jul 14, 2026 53$145.8M
DMC Group, LLC 0001893403Jul 28, 2026 128$146.0M
Elm3 Financial Group, LLC 0002011201Jul 29, 2026 135$146.0M
Bridgelight Financial Advisors, Inc. 0002145102Jul 30, 2026 49$146.0M
Clear Retirement Advice LLC 0002112984Jul 15, 2026 54$146.0M
Seneschal Advisors, LLC 0002039659Aug 14, 2026 596$146.0M
Collier Financial 0001902901Jul 30, 2026 141$146.2M
Fairway Financial, LLC 0001921009Aug 3, 2026 23$146.2M
Luminus Management LLC 0001279151Aug 14, 2026 30$146.3M
Susquehanna Capital Management, LLC 0001879628Aug 14, 2026 1$146.3M
Intrinsic Value Partners, LLC 0001910364Jul 14, 2026 73$146.3M
Midwest Financial Network, LLC 0002137280Jul 7, 2026 105$146.4M
Guild Investment Management, Inc. 0001317802Jul 28, 2026 59$146.4M
Camelot Technology Advisors, Inc. 0002021818Jul 10, 2026 59$146.5M
Sun Group Wealth Partners 0002111007Jul 23, 2026 81$146.6M
Fjell Capital, LLC 0002053350Jul 15, 2026 66$146.6M
Lauer Wealth, LLC 0001860063Jul 15, 2026 58$146.6M
LB Partners LLC 0002007877Jul 30, 2026 34$146.6M
Hidden Lake Asset Management LP 0001750312Aug 14, 2026 15$146.7M
Wiregrass Investment Management LLC 0002109460Aug 7, 2026 113$146.8M
Nitorum Capital, L.P. 0001630243Aug 14, 2026 23$146.8M
Mueller Wealth, LLC 0002110608Aug 3, 2026 18$146.9M
Reliant Investment Partners, LLC 0002069207Aug 11, 2026 126$147.0M
Crocodile Capital Partners GmbH 0001956498Jul 7, 2026 12$147.0M
Koa Wealth Management, LLC 0002022118Jul 20, 2026 54$147.1M
Winnacle Wealth LLC 0002079687Jul 22, 2026 137$147.1M
Diamant Asset Management, Inc. 0001731124Jul 30, 2026 81$147.1M
Madson Wealth Advisors Inc 0002129795Jul 21, 2026 97$147.1M
Cygnus Capital Advisors, LLC 0002114319Sep 3, 2026 74$147.2M
Sincerus Advisory, LLC 0002050968Jul 6, 2026 81$147.3M
Castlefield Investment Partners LLP 0002109835Aug 13, 2026 35$147.3M
Coquina Private Wealth LLC 0002103792Jul 29, 2026 101$147.3M
IDG China Venture Capital Fund IV Associates L.P. 0001609021Aug 7, 2026 4$147.3M
Red Tree Management, LLC 0002055980Jul 22, 2026 3$147.3M
Summit Financial Consulting LLC 0002065794Aug 7, 2026 49$147.4M
Dorato Capital Management 0002095216Jul 13, 2026 254$147.5M
Q Global Advisors, LLC 0001469589Aug 14, 2026 47$147.5M
Tepp RIA, LLC 0002055925Jul 28, 2026 49$147.5M
LiftPoint Family Wealth Advisors LLC 0002110810Aug 5, 2026 68$147.6M
Vanguard Capital Wealth Advisors 0001730578Jul 23, 2026 132$147.6M
Bislett Management, LLC 0001425041Aug 11, 2026 18$147.6M
Lawood & Co. 0002109484Jul 13, 2026 95$147.6M
Rf&l Wealth Management, LLC 0001965915Jul 22, 2026 50$147.8M
Alcosta Capital Management, Inc. 0001842509Aug 13, 2026 22$147.8M
Blake Schutter Theil Wealth Advisors, LLC 0002042011Jul 15, 2026 110$147.8M
Ahara Advisors LLC 0002116771Jul 30, 2026 55$147.9M
Partnership Wealth Management, LLC 0002010656Jul 10, 2026 67$147.9M
Harbour Wealth Management Group, Inc. 0002085855Aug 7, 2026 89$148.0M
Moon Capital Management LP 0001387303Aug 14, 2026 14$148.1M
9823 Capital, L.P. 0001982920Aug 14, 2026 33$148.1M
Tribune Investment Group LP 0002000730Aug 13, 2026 32$148.1M
Piscataqua Savings Bank 0001855835Jul 9, 2026 412$148.1M
Nitor Capital Management LLC 0002019017Aug 12, 2026 24$148.1M
Peapod Lane Capital LLC 0002050979Jul 27, 2026 61$148.2M
Vertex Investment Solutions Co., Ltd. 0002092214Jul 15, 2026 26$148.2M
Sacks & Associates, LLC 0002145868Aug 5, 2026 80$148.2M
A4 Wealth Advisors LLC 0002033987Jul 28, 2026 89$148.2M
Perissos Private Wealth Management, LLC 0002023071Aug 14, 2026 79$148.3M
Accordant Advisory Group Inc 0002013499Jul 27, 2026 242$148.3M
Isabella Capital Management LLP 0002134988Aug 3, 2026 7$148.4M
Phil A. Younker & Associates, Ltd. 0002063635Aug 7, 2026 29$148.4M
Ivory Union Consulting Ltd 0002065347Aug 14, 2026 3$148.4M
Monetta Financial Services Inc. 0000869179Aug 10, 2026 59$148.4M
Tuttle Capital Management, LLC 0001581641Jul 30, 2026 116$148.4M
Morgan Creek Capital Management, LLC 0001623781Aug 14, 2026 15$148.4M
Northstar Financial Companies, Inc. 0002059828Aug 6, 2026 117$148.4M
swisspartners Advisors Ltd 0001805754Aug 11, 2026 23$148.4M
Whipplewood Advisors, LLC 0002052510Jul 27, 2026 636$148.6M
Hamilton Lane Advisors LLC 0001573767Jul 13, 2026 14$148.6M
Stewardship Concepts Financial Services LLC 0002105785Jul 14, 2026 70$148.6M
Fiduciary Advisors, Inc. 0002047030Jul 24, 2026 155$148.6M
Forty-three Eighteen Advisors, LLC 0002116323Jul 30, 2026 74$148.6M
Sage Investment Advisers LLC 0001925418Jul 9, 2026 98$148.7M
J2 Capital Management Inc 0001586882Jul 20, 2026 123$148.7M
Pine Haven Investment Counsel, Inc 0001899753Jul 8, 2026 116$148.8M
Oder Investment Management, LLC 0001845109Aug 11, 2026 113$148.9M
Vested Financial Planning, LLC 0002044679Aug 5, 2026 29$148.9M
Seven Mile Advisory 0001987932Aug 13, 2026 158$148.9M
Cravens & Co Advisors, LLC 0001966116Aug 12, 2026 67$149.0M
Green Alpha Advisors, LLC 0001439207Aug 11, 2026 113$149.1M
Black Maple Capital Management LP 0001588959Aug 14, 2026 82$149.1M
Vennlight Capital Management, LP 0002013462Aug 14, 2026 32$149.2M
Hoertkorn Richard Charles 0001598177Jul 23, 2026 71$149.2M
Blodgett Wealth Advisors, LLC 0001907826Aug 14, 2026 72$149.2M
Platt Investment Counsel, LLC 0001859195Jul 8, 2026 14$149.3M
South Shore Capital Advisors 0001852993Jul 30, 2026 154$149.4M
EJF Capital LP 0001353254Aug 13, 2026 72$149.5M
LTG Capital LLC 0001936987Aug 5, 2026 24$149.5M
Williams & Novak, LLC 0001998419Jul 8, 2026 145$149.5M
Compass Financial Group, Inc. (Ohio) 0002115210Aug 12, 2026 48$149.6M
Black Cypress Capital Management, LLC 0002022614Aug 7, 2026 29$149.6M
Phillip James Consulting Co. 0002111830Jul 28, 2026 332$149.6M
Applied Capital LLC 0001965393Jul 15, 2026 92$149.7M