13F History

ManagerCIKFiledPositions13F Reported Value
HMV Wealth Advisors, LLC 0002054904Oct 10, 2025 81$181.8M
Gouws Capital LLC 0001908828Oct 30, 2025 55$181.9M
Prime Buchholz LLC 0002051999Nov 5, 2025 20$181.9M
Pursue Wealth Partners LLC 0001911091Nov 7, 2025 110$182.0M
Tower Wealth Partners, Inc. 0001852808Nov 7, 2025 90$182.1M
Dempze Nancy E 0001592614Nov 10, 2025 86$182.1M
Tejara Capital Ltd 0001879713Nov 4, 2025 46$182.4M
Stegner Investment Associates Inc. 0001907433Nov 6, 2025 34$182.4M
Masterton Capital Management, LP 0001817145Nov 14, 2025 21$182.4M
Victrix Investment Advisors 0002055229Nov 4, 2025 70$182.4M
Barnes Pettey Financial Advisors, LLC 0001908288Nov 12, 2025 126$182.5M
Baron Financial Group, LLC 0001832093Oct 8, 2025 50$182.5M
Heronetta Management, L.P. 0001588225Nov 12, 2025 25$182.6M
Foresite Capital Management IV, LLC 0001704132Nov 14, 2025 6$182.6M
Kaufman Rossin Wealth, LLC 0002049750Oct 14, 2025 155$182.7M
Jacobs Asset Management, LLC 0001351063Nov 13, 2025 32$182.7M
Quantedge Capital Pte Ltd 0001561418Nov 14, 2025 68$182.7M
Signature Resources Capital Management, LLC 0001940917Oct 16, 2025 518$182.8M
Viewpoint Investment Partners Corp. 0001767457Oct 31, 2025 36$183.1M
Viawealth, LLC 0001965401Nov 12, 2025 157$183.1M
Cassia Capital Partners, LLC 0001844897Oct 28, 2025 60$183.1M
Crystal Rock Capital Management 0001510668Nov 6, 2025 31$183.2M
BlackDiamond Wealth Management, LLC 0001903059Nov 12, 2025 175$183.3M
Brueske Advisory Services, LLC 0001879492Oct 31, 2025 65$183.4M
LBJ Family Wealth Advisors, Ltd. 0001601622Oct 7, 2025 29$183.4M
Destiny Capital Corp 0001965275Oct 31, 2025 52$183.4M
Clarity Capital Advisors, LLC 0002011219Oct 23, 2025 87$183.6M
Disciplined Equity Management, Inc. 0001909380Oct 22, 2025 56$183.8M
Aurora Investment Managers, LLC. 0001798485Nov 10, 2025 49$183.8M
17 Capital Partners, LLC 0001727407Nov 14, 2025 145$183.8M
Sharp Wealth Advisory, LLC 0001733194Oct 28, 2025 105$183.9M
WFA Asset Management Corp 0001994434Oct 30, 2025 196$184.0M
Myriad Asset Management US LP 0001857187Oct 30, 2025 61$184.0M
HFG Wealth Management, LLC 0002027836Nov 14, 2025 51$184.0M
POM Investment Strategies, LLC 0001906322Nov 12, 2025 201$184.0M
Granite FO LLC 0002034090Oct 22, 2025 191$184.1M
Castleview Partners, LLC 0001737088Oct 10, 2025 176$184.2M
Sovereign's Capital Management, LLC 0001911637Nov 14, 2025 78$184.3M
Hel Ved Capital Management Ltd 0001840129Nov 13, 2025 62$184.3M
Northern Capital Management, Inc. 0001581794Nov 6, 2025 46$184.3M
Strive Asset Management, LLC 0001954109Nov 17, 2025 183$184.4M
Hiddenite Capital Partners LP 0001823823Oct 29, 2025 17$184.4M
Fairbanks Capital Management, Inc. 0001681372Nov 10, 2025 54$184.6M
Pullen Investment Management, LLC 0002011668Oct 27, 2025 99$184.7M
Spectrum Investment Advisors, Inc. 0001856042Nov 6, 2025 30$184.7M
Kentucky Trust Co 0002054100Oct 14, 2025 294$184.8M
Legion Partners Asset Management, LLC 0001560207Nov 14, 2025 7$184.8M
Strategic Investment Management, LLC 0000846633Oct 30, 2025 14$184.9M
CoreFirst Bank & Trust 0001845199Nov 13, 2025 332$184.9M
Interactive Financial Advisors, Inc. 0001419099Oct 29, 2025 81$184.9M
Crawford Fund Management, LLC 0001816427Nov 14, 2025 26$185.0M
Hager Investment Management Services, LLC 0002026645Nov 12, 2025 291$185.0M
Innova Wealth Partners 0001888831Dec 2, 2025 126$185.1M
Investments & Financial Planning, LLC 0001909307Nov 13, 2025 37$185.1M
Equinox Partners Investment Management LLC 0000938552Nov 13, 2025 9$185.2M
Ratan Capital Management LP 0001566887Nov 14, 2025 29$185.3M
Charter Capital Management, LLC\DE 0002076040Oct 28, 2025 61$185.3M
apricus wealth, LLC 0001913842Oct 21, 2025 127$185.4M
First City Capital Management, Inc. 0001427350Oct 21, 2025 153$185.4M
Carson Advisory Inc. 0001909304Nov 6, 2025 173$185.4M
Boomfish Wealth Group, LLC 0002010786Oct 29, 2025 87$185.4M
Stephens Group, LLC 0001427999Oct 3, 2025 3$185.4M
L.K. Benson & Company, P.C. 0002055235Nov 5, 2025 106$185.5M
Hall Kathryn A. 0001512944Nov 14, 2025 20$185.5M
Grafton Street Partners Fund, LP 0001921789Nov 14, 2025 10$185.6M
OnyxPoint Global Management LP 0001961491Nov 14, 2025 8$185.6M
Bridger Management, LLC 0001166309Nov 14, 2025 28$185.6M
KMT Wealth Management, LLC 0002058235Nov 20, 2025 16$185.7M
Alcosta Capital Management, Inc. 0001842509Nov 13, 2025 25$185.7M
BCK Partners, Inc. 0001845867Oct 28, 2025 26$185.7M
Symphony Financial Services, Inc. 0002031979Nov 12, 2025 100$185.8M
Guardian Asset Advisors, LLC 0002021272Oct 31, 2025 108$185.8M
William Mack & Associates, Inc. 0002096700Nov 14, 2025 88$185.9M
R.m.sincerbeaux Capital Management LLC 0001426774Nov 14, 2025 39$186.0M
Cosner Financial Group, LLC 0001674627Nov 7, 2025 37$186.0M
Flower City Capital 0001808394Oct 8, 2025 43$186.0M
Wishbone Management, LP 0001777734Nov 14, 2025 4$186.0M
Fortitude Advisory Group L.L.C. 0001928999Nov 5, 2025 216$186.1M
Corrado Advisors, LLC 0001482611Nov 3, 2025 118$186.1M
Sylvest Advisors, LLC 0002044121Oct 31, 2025 74$186.2M
Trevian Wealth Management LLC 0001901929Oct 23, 2025 40$186.3M
Hardin Capital Partners, LLC 0002033094Oct 7, 2025 121$186.5M
Ararat Capital Management LP 0001768757Nov 14, 2025 20$186.5M
Arrow Capital Pty Ltd 0002005134Nov 14, 2025 27$186.5M
Knoll Capital Management, LLC 0001325083Nov 14, 2025 38$186.6M
Samsung C&T Corp 0001928668Nov 14, 2025 1$186.7M
William B. Walkup & Associates, Inc. 0002034054Oct 29, 2025 162$186.7M
David J Yvars Group 0001836266Oct 27, 2025 93$186.7M
Aegis Wealth Management LLC 0001628818Nov 6, 2025 123$186.7M
Oxinas Partners, LLC 0001759320Nov 6, 2025 122$186.8M
Values First Advisors, Inc. 0001913608Oct 21, 2025 171$186.8M
Western Standard LLC 0001517666Nov 12, 2025 22$187.0M
Hyperion Capital Advisors LP 0001794499Nov 14, 2025 62$187.0M
NRI Wealth Management LC 0002027950Jan 22, 2026 32$187.1M
Cromwell Holdings LLC 0001894712Oct 24, 2025 1,024$187.1M
MN Wealth Advisors, LLC 0001992972Oct 21, 2025 115$187.2M
Burk Holdings LLC 0002079815Nov 12, 2025 72$187.2M
Lake Hills Wealth Management, LLC 0001705594Oct 14, 2025 48$187.3M
Cape Ann Savings Bank 0000936938Oct 15, 2025 108$187.3M
Center For Asset Management LLC 0001844878Nov 19, 2025 136$187.4M