13F History

ManagerCIKFiledPositions13F Reported Value
Argo Wealth Advisory, LLC 0002104895Aug 7, 2026 50$181.2M
Integras Partners LLC 0002055384Jul 24, 2026 100$181.2M
Ariston Services Group 0001743859Jul 27, 2026 70$181.2M
Scalar Gauge Management, LLC 0001965542Aug 14, 2026 26$181.3M
Renaissance Capital LLC 0001535058Aug 5, 2026 52$181.3M
Columbia Advisory Partners LLC 0001808179Jul 23, 2026 111$181.3M
Occam Crest Management LP 0002085909Aug 14, 2026 25$181.3M
Clearwave Capital, LLC 0002111821Jul 20, 2026 166$181.4M
New Vernon Capital Holdings II LLC 0001512538Aug 14, 2026 73$181.4M
Rayburn West Financial Services LLC 0002107467Aug 7, 2026 81$181.4M
Addis & Hill, Inc 0002016470Jul 7, 2026 29$181.5M
Dominguez Wealth Management Solutions, Inc. 0001881335Jul 9, 2026 75$181.5M
Retirement Wealth Solutions LLC 0002044741Jul 7, 2026 811$181.5M
Fort Henry Capital, LLC 0001843536Jul 15, 2026 17$181.5M
Security Benefit Life Insurance Co. 0000869772Jul 23, 2026 19$181.5M
Hidden Cove Wealth Management, LLC 0001963736Jul 22, 2026 133$181.6M
Fiduciary Wealth Partners, LLC 0001666504Jul 29, 2026 69$181.7M
Dean, Jacobson Financial Services, LLC 0001869456Jul 29, 2026 22$181.7M
Ames National Corp. 0001132651Aug 13, 2026 69$181.8M
Perspective Wealth Advisors LLC 0002080427Aug 14, 2026 70$181.8M
Wilkins Miller Wealth Management, LLC 0002057318Jul 21, 2026 95$181.8M
Lagoda Investment Management, L.P. 0001632108Aug 14, 2026 25$181.9M
Taylor Financial Group, Inc. 0002012516Jul 24, 2026 103$181.9M
Fosse Capital Partners LLP 0001789908Aug 13, 2026 3$182.0M
Eq Wealth Advisors, LLC 0002047572Jul 24, 2026 57$182.0M
PUREfi Wealth, LLC 0002001520Jul 27, 2026 208$182.1M
Crown Advisors Management, Inc. 0001733248Aug 7, 2026 43$182.1M
First National Bank of Hutchinson 0001313871Aug 3, 2026 90$182.1M
Brewster Financial Planning LLC 0001898145Jul 14, 2026 30$182.1M
Shotwell Rutter Baer Inc 0002008310Jul 21, 2026 38$182.1M
Magnolia Private Wealth, LLC 0002055130Aug 5, 2026 153$182.2M
NewGen Asset Management Ltd 0001845012Aug 13, 2026 29$182.2M
Prentiss Smith & Co. Inc. 0001134687Jul 30, 2026 67$182.2M
TPG Advisors LLC 0002033388Jul 29, 2026 115$182.2M
Lakewood Asset Management LLC 0001966581Aug 6, 2026 107$182.3M
Sterling Investment Management, LLC 0001509873Jul 22, 2026 66$182.3M
Caitlin John, LLC 0002010947Aug 17, 2026 991$182.3M
Darwins River Capital, LP 0002064978Aug 14, 2026 26$182.4M
Members Wealth LLC 0002059574Jul 9, 2026 120$182.4M
Nicholas Wealth, LLC. 0001911391Jul 24, 2026 127$182.5M
Certior Financial Group, LLC 0002055620Jul 20, 2026 146$182.5M
Legacies Wealth LLC 0001755933Jul 22, 2026 109$182.6M
XP Advisory US, Inc. 0002147967Jul 30, 2026 81$182.6M
TB Capital Gestao de Recursos Ltda. 0002077092Aug 14, 2026 19$182.7M
Cannon Wealth Management Services, LLC 0002043725Aug 11, 2026 99$182.8M
Tevis Investment Management 0001940416Aug 6, 2026 104$182.8M
BNB Wealth Management, LLC 0002111175Aug 12, 2026 94$182.9M
Opus Investment Management Inc. 0001097833Aug 12, 2026 31$183.0M
Crew Capital Management, Ltd 0001835669Aug 3, 2026 112$183.1M
Cascade Investment Advisors, Inc. 0001681490Jul 15, 2026 113$183.3M
McGuire Capital Advisors Inc. 0002112006Aug 14, 2026 915$183.3M
BCO Wealth Management LLC 0002054749Jul 14, 2026 45$183.4M
Millennium Capital Advisors, LLC 0002097025Jul 28, 2026 137$183.4M
Herbst Group, LLC 0001909319Jul 9, 2026 65$183.5M
LeConte Wealth Management, LLC 0002060443Aug 7, 2026 179$183.5M
Retirement Planning Group, LLC / NY 0002057004Aug 7, 2026 108$183.5M
Kestrel Investment Management Corp. 0000917579Aug 4, 2026 40$183.7M
Menard Financial Group LLC 0001803156Aug 7, 2026 80$183.7M
Northern Lights Advisors, Inc. 0002127798Aug 6, 2026 72$183.8M
Legend Capital Advisors LLC 0002111719Aug 14, 2026 62$183.8M
BXM Wealth LLC 0002052379Jul 27, 2026 163$183.8M
Triavera Capital LLC 0002011325Aug 13, 2026 15$183.8M
Sterling Wealth Advisors Inc 0001943937Jul 23, 2026 20$184.0M
Commerce Advisors, LLC 0001567247Aug 4, 2026 128$184.1M
Ervin Investment Management, LLC 0001907802Jul 14, 2026 47$184.1M
Tacita Capital Inc 0001846287Aug 10, 2026 214$184.2M
Sun Mountain Capital Ltd 0001636044Jul 24, 2026 2$184.2M
Sanchez Levi Garrett 0002126627Aug 17, 2026 74$184.3M
ZynergyRetirementPlanningLLC 0002031137Jul 17, 2026 26$184.4M
Dale Q Rice Investment Management Ltd 0002041427Aug 7, 2026 68$184.4M
Daner Wealth Management, LLC 0001956649Aug 14, 2026 96$184.5M
Income Research & Management 0001165830Jul 24, 2026 30$184.5M
Hibernia Wealth Partners, LLC 0001950637Jul 23, 2026 82$184.6M
Tru Independence Asset Management 2, LLC 0001849497Aug 11, 2026 97$184.7M
WealthTrust Asset Management, LLC 0001867894Jul 27, 2026 111$184.7M
Silver Grove Financial Group, Inc. 0002111172Aug 13, 2026 2,450$184.8M
Positano Wealth Management Ltd 0002137428Jul 20, 2026 24$184.8M
Chesapeake Capital Corp. 0001093908Jul 29, 2026 158$184.8M
Millstone Evans Group, LLC 0002041943Aug 11, 2026 877$184.8M
Farrell Financial LLC 0002031235Jul 10, 2026 83$184.9M
Compass Planning Associates Inc 0002046823Jul 27, 2026 33$185.0M
Walnut Private Equity Partners, LLC 0001599275Jul 7, 2026 15$185.0M
Byrne Asset Management LLC 0001911322Jul 7, 2026 591$185.1M
Integrated Financial Solutions, Inc. 0002086529Jul 16, 2026 36$185.1M
Wincap Financial LLC 0002064588Jul 9, 2026 91$185.2M
Pps&v Asset Management Consultants, Inc. 0001936380Jul 6, 2026 39$185.3M
Anchor Bay Capital, Inc. 0002083500Aug 11, 2026 341$185.3M
Santa Monica Partners LP 0000904793Aug 13, 2026 13$185.4M
Melfa Wealth Management, Inc. 0001962465Jul 24, 2026 196$185.5M
Northland Capital Management LLC 0001693032Jul 21, 2026 30$185.5M
Godshalk Welsh Capital Management, Inc. 0001631775Aug 14, 2026 137$185.6M
Leigh Baldwin & Co., LLC 0000946629Aug 13, 2026 182$185.7M
Omega Fund Management, LLC 0001637359Aug 14, 2026 10$185.7M
Fingerlakes Wealth Management, Inc. 0001910248Jul 23, 2026 101$185.8M
Live Oak Investment Partners 0001822262Aug 10, 2026 93$185.8M
Tranquilli Financial Advisor LLC 0001847769Aug 7, 2026 135$185.8M
General Partner, Inc. 0001800508Jul 6, 2026 167$185.9M
Ti-Trust, Inc. 0001802284Jul 23, 2026 132$186.0M
Palliser Capital (UK) Ltd 0001881490Aug 14, 2026 23$186.0M
Marin Bay Wealth Advisors, LLC 0002109834Aug 10, 2026 129$186.0M