13F History

ManagerCIKFiledPositions13F Reported Value
Unison Asset Management LLC 0001840755Nov 13, 2024 35$210.4M
Worldly Partners Management, LLC 0001904574Nov 14, 2024 3$210.5M
Ted Buchan & Co 0002033413Nov 1, 2024 85$210.8M
Eaton-Cambridge Inc. 0002011052Oct 21, 2024 30$210.8M
Strategic Equity Management 0001843578Nov 5, 2024 54$210.9M
Greenfield Savings Bank 0001940406Oct 7, 2024 148$211.0M
Towerpoint Wealth, LLC 0001731445Oct 9, 2024 85$211.0M
Eads & Heald Wealth Management 0001035912Oct 28, 2024 144$211.1M
Hart & Patterson Financial Group LLC 0002015835Oct 10, 2024 72$211.2M
Napa Wealth Management 0001602844Nov 7, 2024 156$211.3M
Beacon Investment Advisors LLC 0001961635Nov 14, 2024 152$211.3M
Harbor Island Capital LLC 0001730580Oct 17, 2024 15$211.4M
Anthracite Investment Company, Inc. 0001809930Nov 8, 2024 79$211.4M
TenCore Partners, LP 0001755784Nov 14, 2024 11$211.4M
OMC Financial Services LTD 0002026391Oct 28, 2024 60$211.6M
Gainplan LLC 0001697857Oct 4, 2024 63$211.6M
BCR Wealth Strategies, LLC 0001908380Oct 18, 2024 24$211.9M
ACT Advisors, LLC. 0001842554Oct 18, 2024 52$211.9M
Scholtz & Company, LLC 0001606134Nov 12, 2024 51$211.9M
HTG Investment Advisors, Inc. 0001963875Nov 4, 2024 67$211.9M
Forefront Analytics, LLC 0001696802Nov 14, 2024 67$212.0M
Ranch Capital Advisors Inc. 0001793269Nov 12, 2024 147$212.0M
Investors Asset Management of Georgia Inc. /Ga/ 0000867926Oct 29, 2024 166$212.1M
Rivermont Capital Management LP 0001965613Nov 13, 2024 17$212.2M
Hel Ved Capital Management Ltd 0001840129Nov 13, 2024 50$212.3M
Thrive Capital Management, LLC 0001845943Nov 13, 2024 177$212.3M
PCA Investment Advisory Services Inc. 0001977044Oct 16, 2024 156$212.3M
Christensen, King & Associates Investment Services, Inc. 0002032544Oct 21, 2024 99$212.5M
Saiph Capital, LLC 0002052658Feb 11, 2025 45$212.5M
Reliant Investment Management, LLC 0001517429Oct 8, 2024 57$212.6M
Anchorage Capital Advisors, L.P. 0002007642Nov 14, 2024 5$212.7M
Atle Fund Management AB 0001381843Nov 12, 2024 36$212.8M
Hyperion Capital Advisors LP 0001794499Nov 14, 2024 128$212.9M
St. Johns Investment Management Company, LLC 0001605522Oct 23, 2024 240$212.9M
Weitzel Financial Services, Inc. 0001846789Oct 31, 2024 41$213.0M
New England Research & Management, Inc. 0001596077Oct 7, 2024 158$213.1M
Polianta Ltd 0001695214Oct 11, 2024 71$213.1M
Win Advisors, Inc. 0001897144Oct 31, 2024 55$213.1M
Searcy Financial Services Inc. 0000354923Oct 15, 2024 26$213.1M
Altus Wealth Management, LLC 0001802107Oct 17, 2024 40$213.2M
MKT Advisors LLC 0001906802Oct 7, 2024 155$213.2M
Westport Asset Management Inc. 0000811454Nov 13, 2024 74$213.3M
Eastover Investment Advisors LLC 0001472800Oct 8, 2024 46$213.5M
AIGH Capital Management LLC 0001835943Nov 13, 2024 38$213.6M
Hubbell Strickland Wealth Management, LLC 0001791555Oct 15, 2024 80$213.7M
Midwest Heritage Bank, FSB 0001906805Oct 18, 2024 58$213.7M
Lunt Capital Management, Inc. 0001608034Oct 24, 2024 91$213.9M
Virtus Advisers, LLC 0001587281Nov 14, 2024 454$213.9M
Ransom Advisory, Ltd 0002065136Jan 22, 2026 411$214.0M
Powell Investment Advisors, LLC 0001802195Nov 1, 2024 151$214.2M
Bluestem Financial Advisors, LLC 0001820680Nov 14, 2024 27$214.3M
Ascension Capital Advisors, Inc. 0001689227Oct 31, 2024 37$214.3M
Hilltop Wealth Advisors, LLC 0001786241Oct 9, 2024 51$214.3M
Aspen Investment Management Inc 0001541596Nov 8, 2024 147$214.4M
Marathon Trading Investment Management LLC 0001572748Nov 7, 2024 121$214.6M
Caldwell Sutter Capital, Inc. 0000702007Oct 25, 2024 907$214.6M
Pavion Blue Capital, LLC 0001792565Oct 23, 2024 102$214.6M
Mitchell & Pahl Private Wealth, LLC 0001836506Oct 16, 2024 145$214.8M
Rainwater Charitable Foundation 0001729139Nov 8, 2024 4$215.0M
Spreng Capital Management, Inc. 0001800913Oct 17, 2024 73$215.0M
Left Brain Wealth Management, LLC 0001957370Nov 12, 2024 78$215.0M
Retirement Guys Formula LLC 0001933059Oct 21, 2024 128$215.1M
Pacific Wealth Management 0001852338Oct 3, 2024 19$215.1M
HF Advisory Group, LLC 0001963169Oct 30, 2024 164$215.2M
Phoenix Wealth Advisors 0001842362Nov 8, 2024 122$215.4M
Mine & Arao Wealth Creation & Management, LLC. 0001802994Oct 31, 2024 75$215.4M
Verde Servicos Internacionais S.A. 0001629290Oct 7, 2024 33$215.4M
Bull Street Advisors, LLC 0001790837Nov 4, 2024 91$215.5M
Aull & Monroe Investment Management Corp 0001387615Nov 1, 2024 130$215.6M
Wealth Management Partners, LLC 0001843294Oct 21, 2024 111$215.7M
Evergreen Private Wealth LLC 0002010098Nov 1, 2024 212$215.7M
Watchtower Advisors, LP 0001807092Nov 14, 2024 15$215.7M
Knoll Capital Management, LLC 0001325083Nov 14, 2024 36$215.8M
Sander Capital Advisors Inc. 0001173889Oct 18, 2024 15$215.9M
Horizon Bancorp Inc. 0000706129Oct 24, 2024 221$216.0M
Denver Wealth Management, Inc. 0001909800Oct 21, 2024 87$216.0M
Compass Financial Group, Inc. 0001666910Nov 4, 2024 40$216.1M
IMZ Advisory Inc 0002017735Oct 7, 2024 37$216.2M
CNB Bank 0001732074Oct 18, 2024 527$216.2M
Alfreton Capital LLP 0001873435Nov 14, 2024 4$216.3M
Elios Financial Group Inc. 0002035601Nov 13, 2024 113$216.6M
United Bank 0001697791Nov 1, 2024 103$216.8M
Bullseye Asset Management LLC 0001513779Nov 15, 2024 62$216.8M
Twin Peaks Wealth Advisors, LLC 0002006218Oct 25, 2024 131$216.9M
Amtrust Financial Services, Inc. 0001365555Nov 4, 2024 14$216.9M
New Wave Wealth Advisors LLC 0002035324Oct 23, 2024 149$217.1M
Heritage Oak Wealth Advisors LLC 0002035533Oct 23, 2024 149$217.1M
High Ground Investment Management LLP 0001828180Nov 5, 2024 8$217.1M
Joseph P. Lucia & Associates, LLC 0001775391Oct 23, 2024 136$217.1M
Decatur Capital Management, Inc. 0001505961Nov 26, 2024 50$217.2M
Asia Research & Capital Management Ltd 0001668453Nov 12, 2024 5$217.2M
Hazlett, Burt & Watson, Inc. 0000046392Oct 30, 2024 727$217.4M
Kennedy Investment Group, Inc. 0001978005Oct 21, 2024 122$217.4M
Realta Investment Advisors 0001776792Oct 29, 2024 356$217.4M
Gallacher Capital Management LLC 0001960749Nov 12, 2024 278$217.6M
Continental Grain Co. 0000929607Nov 4, 2024 2$217.6M
Trium Capital LLP 0001963860Oct 7, 2024 60$217.7M
Luken Investment Analytics, LLC 0001730546Oct 29, 2024 129$217.8M
John W. Brooker & Co., CPAs 0001798926Oct 28, 2024 75$217.9M
Jessup Wealth Management, Inc 0001963536Oct 9, 2024 57$218.0M