13F History

ManagerCIKFiledPositions13F Reported Value
Robbins Farley 0001847820Jul 17, 2024 167$188.2M
Mirabaud Asset Management (France) SAS 0002033031Aug 13, 2024 20$188.2M
Ascension Capital Advisors, Inc. 0001689227Aug 8, 2024 31$188.2M
Pioneer Wealth Management Group 0001973339Jul 12, 2024 40$188.3M
Pragma Gestao DE Patrimonio Ltd. 0001555512Aug 12, 2024 21$188.3M
Financial Avengers, Inc. 0001844393Aug 14, 2024 155$188.4M
Choice Wealth Advisors LLC 0001842357Jul 15, 2024 29$188.5M
Kempner Capital Management Inc. 0000898399Jul 19, 2024 50$188.6M
McNaughton Wealth Management, LLC 0001802691Jul 12, 2024 53$188.6M
Jupiter Wealth Management LLC 0001774207Aug 12, 2024 95$188.7M
Absoluto Partners Gestao de Recursos Ltda 0001847566Nov 14, 2024 24$188.7M
Rise Advisors, LLC 0001831316Jul 9, 2024 1,240$188.7M
Donald L. Hagan, LLC 0001638049Jul 19, 2024 92$188.9M
Moneywise, Inc. 0001703080Jul 18, 2024 57$188.9M
Peirce Capital Management, LLC 0002008166Jul 3, 2024 37$188.9M
WMG Financial Advisors, LLC 0001906711Jul 30, 2024 156$189.0M
Catalyst Private Wealth, LLC 0001831193Jul 24, 2024 80$189.0M
Hansen & Associates Financial Group, Inc. 0001873973Aug 12, 2024 14$189.1M
DCM Advisors, LLC 0001839498Aug 15, 2024 51$189.4M
Orrstown Financial Services Inc. 0000826154Jul 12, 2024 81$189.4M
Sharp Capital Gestora de Recursos Ltda. 0001818890Aug 12, 2024 6$189.4M
Mitchell & Pahl Private Wealth, LLC 0001836506Jul 12, 2024 142$189.5M
Foresight Group Ltd Liability Partnership 0001943441Aug 12, 2024 34$189.5M
Asset Planning Services Inc. /La/ 0000811407Jul 25, 2024 35$189.5M
Constitution Capital LLC 0001845531Jul 12, 2024 64$189.5M
American Financial & Tax Strategies Inc. 0000911927Aug 8, 2024 93$189.7M
Lodestone Wealth Management LLC 0001950158Jul 16, 2024 147$189.7M
Aletheian Wealth Advisors LLC 0001922281Jul 26, 2024 86$189.8M
Gallacher Capital Management LLC 0001960749Aug 6, 2024 267$189.9M
Orion Capital Management LLC 0001846758Aug 14, 2024 424$190.0M
Continuum Wealth Advisors, LLC 0001966482Jul 23, 2024 59$190.1M
Garrison Asset Management, LLC 0001519319Aug 8, 2024 104$190.1M
Mb, Levis & Associates, LLC 0002065807May 7, 2025 289$190.2M
Bare Financial Services, Inc 0002009426Aug 14, 2024 156$190.2M
Optimist Retirement Group LLC 0002011850Aug 12, 2024 112$190.3M
ShoreHaven Wealth Partners, LLC 0001844922Jul 24, 2024 78$190.3M
Sage Capital Management, LLC 0002030667Jul 29, 2024 154$190.3M
Tekne Capital Management, LLC 0001558971Aug 13, 2024 5$190.3M
New England Professional Planning Group Inc. 0001540867Aug 1, 2024 50$190.4M
Private Wealth Group, LLC 0001512780Jul 24, 2024 59$190.4M
Arbor Trust Wealth Advisors, LLC 0001797135Aug 2, 2024 100$190.4M
Union Savings Bank 0001985855Aug 1, 2024 297$190.5M
Corton Capital Inc. 0001910417Aug 14, 2024 472$190.6M
Blue Pool Management Ltd. 0001675855Aug 14, 2024 2$190.6M
Ionic Capital Management LLC 0001386462Aug 14, 2024 115$190.6M
NCM Capital Management, LLC 0001907054Aug 14, 2024 160$190.7M
Five Oceans Advisors 0001876326Jul 10, 2024 177$190.8M
Triad Wealth Partners, LLC 0002012717Jul 18, 2024 1,003$190.8M
Meredith Wealth Planning 0001956471Jul 24, 2024 44$190.9M
PCA Investment Advisory Services Inc. 0001977044Aug 13, 2024 139$190.9M
Ascension Asset Management LLC 0001714062Aug 16, 2024 86$191.1M
Rings Capital Management LLC 0001771122Aug 14, 2024 7$191.2M
Ranch Capital Advisors Inc. 0001793269Aug 13, 2024 153$191.2M
Gables Capital Management Inc. 0001740839Aug 8, 2024 397$191.2M
Trust Co of Kansas 0001803988Jul 23, 2024 51$191.3M
5th Street Advisors, LLC 0001911026Aug 5, 2024 29$191.3M
DCF Advisers, LLC 0001802493Aug 12, 2024 84$191.3M
Grunden Financial Advisory, Inc. 0002010014Aug 9, 2024 26$191.5M
Cherry Creek Investment Advisors, Inc. 0001877829Jul 18, 2024 106$191.6M
Absolute Gestao de Investimentos Ltda. 0001622610Aug 14, 2024 29$191.7M
Valence8 US LP 0001943819Aug 6, 2024 9$191.9M
Kinloch Capital, LLC 0001818557Aug 14, 2024 78$191.9M
Boit C F David 0001308331Jul 10, 2024 128$191.9M
HMS Capital Management, LLC 0001689470Jul 24, 2024 108$191.9M
Norris Financial Group, LLC 0002129318May 20, 2026 78$192.0M
Stilwell Value LLC 0001397076Aug 13, 2024 34$192.0M
ACT Advisors, LLC. 0001842554Jul 24, 2024 48$192.1M
Mountaineer Partners Management, LLC 0001730532Aug 14, 2024 16$192.2M
OneAscent Wealth Management LLC 0001844707Jul 17, 2024 97$192.3M
Birch Capital Management, LLC 0001799859Jul 8, 2024 86$192.4M
Bay Rivers Group 0001798924Jul 22, 2024 80$192.4M
Insight 2811, Inc. 0001334952Aug 6, 2024 86$192.6M
Joseph Group Capital Management 0001910383Aug 12, 2024 73$192.6M
Baugh & Associates, LLC 0001730818Jul 12, 2024 39$192.7M
Peoples Bank 0000934866Jul 22, 2024 134$192.7M
Family Wealth Partners, LLC 0002016217Jul 11, 2024 41$192.7M
First National Bank Sioux Falls 0001085041Jul 31, 2024 126$192.7M
Financial Connections Group, Inc. 0001907157Jul 26, 2024 344$192.7M
Chartist Inc. 0001129770Aug 6, 2024 28$192.8M
Baron Wealth Management LLC 0001968507Aug 13, 2024 183$193.0M
Spreng Capital Management, Inc. 0001800913Aug 13, 2024 88$193.0M
AAF Wealth Management, LLC 0001726609May 19, 2025 46$193.0M
Seneca Financial Advisors LLC 0002082922Aug 27, 2025 59$193.1M
Powell Investment Advisors, LLC 0001802195Jul 31, 2024 150$193.1M
KFA Private Wealth Group, LLC 0001800556Aug 7, 2024 75$193.2M
ORBA Wealth Advisors, L.L.C. 0002010248Jul 16, 2024 99$193.2M
KM Capital Management Ltd. 0001963514Aug 2, 2024 43$193.2M
HF Advisory Group, LLC 0001963169Jul 18, 2024 164$193.4M
BCK Partners, Inc. 0001845867Jul 24, 2024 30$193.4M
Trail Ridge Investment Advisors, LLC 0001911013Aug 14, 2024 103$193.4M
Revolution Growth Management Company, Inc. 0001816374Aug 8, 2024 3$193.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 0001694895Jul 26, 2024 103$193.7M
Councilor Wealth, LLC 0002052759Apr 8, 2025 82$193.8M
Stevens Capital Partners 0001965176Aug 1, 2024 59$193.8M
Forza Wealth Management, LLC 0001963030Jul 17, 2024 171$193.9M
BlackBarn Capital Partners LP 0002010204Aug 14, 2024 17$194.0M
Nova R Wealth, Inc. 0001729457Jul 18, 2024 82$194.0M
Claris Advisors, LLC / Mo / 0001905092Aug 2, 2024 56$194.0M
Hazlett, Burt & Watson, Inc. 0000046392Aug 7, 2024 714$194.2M
Torque Asset Management LLC 0002011256Jul 12, 2024 17$194.2M