13F History

ManagerCIKFiledPositions13F Reported Value
Long Island Wealth Management, Inc. 0002011177Feb 14, 2025 72$159.8M
Rubicon Global Capital Ltd 0002055276Feb 14, 2025 9$159.9M
Triton Financial Group Inc 0001811805Mar 10, 2025 107$160.0M
Martin Worley Group 0002049542Feb 12, 2025 86$160.0M
Hager Investment Management Services, LLC 0002026645Jan 27, 2025 287$160.2M
Bradley & Co. Private Wealth Management, LLC 0001861678Feb 4, 2025 189$160.2M
Passumpsic Savings Bank 0002023170Feb 3, 2025 80$160.3M
Higgins & Schmidt Wealth Strategies LLC 0001941260Mar 25, 2025 46$160.4M
Herbst Group, LLC 0001909319Jan 15, 2025 60$160.4M
Fairbanks Capital Management, Inc. 0001681372Feb 14, 2025 51$160.5M
Pinnacle Wealth Management Group, Inc. 0001868491Jan 13, 2025 116$160.6M
Williams Financial, LLC 0001846923Jan 24, 2025 18$160.6M
Wealth Watch Advisors, INC 0002040515May 15, 2025 72$160.7M
RPS Advisory Solutions LLC 0002031671Feb 3, 2025 99$160.7M
Q3 Asset Management 0001732543Jan 24, 2025 47$160.9M
Pensionfund PDN 0001297731Jan 6, 2025 69$160.9M
BML Capital Management, LLC 0001616824Feb 7, 2025 25$161.0M
Chokshi & Queen Wealth Advisors, Inc 0002057199Feb 25, 2025 48$161.1M
4Thought Financial Group Inc. 0001840261Jan 31, 2025 90$161.1M
TrueWealth Financial Partners 0001908108Feb 14, 2025 19$161.2M
Baron Financial Group, LLC 0001832093Jan 21, 2025 50$161.3M
Cna Financial Corp. 0000021175Feb 14, 2025 14$161.3M
Stance Capital LLC 0002056334Apr 14, 2025 270$161.4M
Foundry Financial Group, Inc. 0002007960Feb 7, 2025 60$161.5M
Virginia Wealth Management Group, Inc. 0001898282Jan 27, 2025 57$161.5M
Mosley Wealth Management 0002011849Feb 11, 2025 114$161.5M
Washburn Capital Management, Inc. 0001793923Jan 28, 2025 55$161.5M
W Advisors, LLC 0001929907Jan 22, 2025 115$161.7M
LifePlan Investment Advisors, Inc. 0002045484Feb 14, 2025 97$161.7M
McDonough Capital Management, Inc 0001912128Feb 6, 2025 47$161.7M
Ecofi Investissements SA 0002034064Feb 13, 2025 41$161.7M
Mader & Shannon Wealth Management, Inc. 0001535862Feb 3, 2025 21$161.7M
Bradyco, Inc. 0002055007Feb 7, 2025 52$161.9M
Massachusetts Wealth Management 0001966011Jan 27, 2025 90$162.0M
Ables, Iannone, Moore & Associates, Inc. 0002013713Jan 6, 2025 55$162.1M
SummerHaven Investment Management, LLC 0001846436Jan 14, 2025 197$162.2M
Investments & Financial Planning, LLC 0001909307Jan 28, 2025 33$162.2M
True Blue (BVI) Ltd 0002011315Jun 24, 2025 5$162.3M
Archer Investment Management, LLC 0002052868Jan 24, 2025 58$162.4M
Worth Financial Advisory Group, LLC 0001964358Feb 12, 2025 156$162.5M
Walker Asset Management, LLC 0001923053Jan 15, 2025 134$162.6M
International City Management Association Retirement Corp 0001691813Jan 17, 2025 5$162.6M
Sylvest Advisors, LLC 0002044121Jan 24, 2025 74$162.7M
William Allan Corp 0001910961Jan 28, 2025 53$162.7M
Ade, LLC 0001845950Jan 17, 2025 81$162.9M
Crystal Rock Capital Management 0001510668Feb 5, 2025 26$163.0M
Prairie Sky Financial Group LLC 0001985274Jan 17, 2025 71$163.1M
Northern Capital Management, Inc. 0001581794Feb 10, 2025 40$163.1M
Central Asset Investments & Management Holdings (HK) Ltd 0001583672Feb 5, 2025 76$163.1M
BCK Partners, Inc. 0001845867Jan 30, 2025 26$163.1M
HBC Financial Services, PLLC 0001802872Jan 16, 2025 202$163.2M
Value Base Ltd. 0001992355Feb 11, 2025 8$163.3M
Pachira Investments Inc. 0001563634Jan 29, 2025 56$163.4M
Flower City Capital 0001808394Jan 16, 2025 34$163.5M
Starwood Capital Group Management, L.L.C. 0001388788Feb 14, 2025 7$163.6M
B Group, Inc. 0002043476Feb 14, 2025 18$163.6M
Fortress Private Ledger, LLC 0001718251Feb 14, 2025 147$163.7M
Kolinsky Wealth Management, LLC 0001904326Feb 18, 2025 174$163.8M
David J Yvars Group 0001836266Jan 14, 2025 78$163.9M
Asahi Life Asset Management Co., LTD. 0001564835Feb 5, 2025 163$164.0M
JBR Co Financial Management Inc 0002017878Feb 4, 2025 99$164.0M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0002032331Feb 18, 2025 226$164.2M
Elyxium Wealth, LLC 0002043538Feb 14, 2025 87$164.2M
Quartz Partners, LLC 0001659978Feb 4, 2025 145$164.3M
FCG Investment Co 0002011697Jan 17, 2025 85$164.4M
Agp Franklin, LLC 0002056566Feb 13, 2025 80$164.4M
C M Bidwell & Associates Ltd. 0001091860Feb 12, 2025 485$164.5M
Sunesis Advisors, LLC 0001748269Jan 24, 2025 40$164.5M
Pacific Point Advisors, LLC 0002056976Feb 18, 2025 117$164.5M
Blue Oak Capital, LLC 0001307125Jun 6, 2025 73$164.6M
One Wealth Map LLC 0001802635Feb 24, 2025 76$164.6M
V2 Financial group LLC 0002022843Jan 28, 2025 81$164.6M
Destiny Capital Corp 0001965275Jan 31, 2025 48$164.8M
Lauterbach Financial Advisors, LLC 0001909828Feb 7, 2025 74$164.8M
DHK Financial Advisors, Inc. 0001922962Jan 22, 2025 89$164.8M
Boomfish Wealth Group, LLC 0002010786Jan 23, 2025 93$164.8M
Mendel Capital Management LLC 0001911384Feb 14, 2025 93$164.9M
BostonPremier Wealth LLC 0002053783Jan 29, 2025 59$165.0M
Ananym Capital Management, LP 0002037077Feb 18, 2025 9$165.0M
Armstrong, Fleming & Moore, Inc 0001990099Feb 5, 2025 95$165.1M
Von Berge Wealth Management Group, LLC 0001908070Feb 6, 2025 64$165.2M
Johnson & White Wealth Management, LLC 0001954136Jan 13, 2025 98$165.3M
First National Bank of Hutchinson 0001313871Feb 11, 2025 90$165.4M
Brendel Financial Advisors LLC 0001768065Jan 14, 2025 91$165.4M
Unconventional Investor, LLC 0001910387Feb 19, 2025 35$165.5M
Viawealth, LLC 0001965401Feb 11, 2025 145$165.6M
Family Capital Management, Inc. 0001964344Jan 30, 2025 70$165.7M
Hardin Capital Partners, LLC 0002033094Feb 12, 2025 113$165.7M
Gate City Capital Management, LLC 0001705447Feb 14, 2025 15$165.7M
SWP Financial LLC 0002014200Jan 21, 2025 67$165.8M
Tull Financial Group, Inc. 0001769060Feb 4, 2025 28$165.8M
Cohen Investment Advisors LLC 0001845081Jan 15, 2025 77$165.8M
VAUGHAN & Co SECURITIES, INC. 0000805870Jan 27, 2025 54$165.9M
Piedmont Capital Management, LLC 0001656150Feb 14, 2025 52$165.9M
American State Bank (Iowa) 0002122473Apr 14, 2026 123$165.9M
Fortitude Advisory Group L.L.C. 0001928999Jan 22, 2025 201$165.9M
Anderson Financial Strategies, LLC 0002018166Feb 14, 2025 128$165.9M
General Partner, Inc. 0001800508Jan 3, 2025 173$166.0M
Kieckhefer Group LLC 0002051613Jan 13, 2025 137$166.0M
Triavera Capital LLC 0002011325Feb 14, 2025 18$166.1M