13F History

ManagerCIKFiledPositions13F Reported Value
Patrick Mauro Investment Advisor, INC. 0001953787Aug 10, 2026 38$199.0M
All-Stars Investment Ltd 0001633603Aug 6, 2026 11$199.2M
SEG Family Corp. 0002080629Aug 13, 2026 1$199.3M
Cetera Trust Company, N.A 0002005547Aug 13, 2026 345$199.3M
Independence Wealth Advisors, LLC 0002001765Aug 14, 2026 85$199.3M
Limestone Investment Advisors LP 0002075597Aug 14, 2026 152$199.5M
Sharpepoint LLC 0002046822Jul 29, 2026 89$199.6M
Castlekeep Investment Advisors LLC 0001404780Aug 14, 2026 76$199.6M
Genoa Capital Gestora de Recursos Ltda. 0002064813Jul 24, 2026 8$199.7M
Battery Global Advisors, LLC 0001582272Aug 12, 2026 157$199.8M
Guardian Wealth Advisors, LLC 0001858828Aug 6, 2026 66$199.8M
Hilltop Wealth Advisors, LLC 0001786241Aug 14, 2026 73$199.9M
Principia Wealth Advisory, LLC 0002041436Aug 26, 2026 1,064$199.9M
Disciplined Investors, L.L.C. 0002056242Aug 11, 2026 145$199.9M
Brindle & Bay Financial Advisors, LLC 0002081139Jul 20, 2026 86$199.9M
Thompson David Blair 0002150492Aug 14, 2026 212$200.0M
McDonough Capital Management, Inc 0001912128Aug 13, 2026 52$200.1M
Scholtz & Company, LLC 0001606134Aug 11, 2026 48$200.3M
Fortress Financial Group, LLC 0002054451Aug 12, 2026 79$200.3M
Marathon Mission, Inc. 0001987261Jul 1, 2026 57$200.3M
Capasso Planning Partners LLC 0001911938Aug 18, 2026 86$200.5M
J. H. Whitney Equity Partners VI, LLC 0001394517Aug 12, 2026 1$200.6M
Counterweight Ventures, LLC 0002012467Jul 23, 2026 81$200.6M
Greater Midwest Financial Group, LLC 0002025409Jul 15, 2026 65$200.6M
Heritage Wealth Management, Inc. 0002012170Jul 22, 2026 98$200.7M
Capelight Capital Asset Management LP 0002105992Jul 15, 2026 35$200.7M
Wealth Forward, LLC 0002012773Jul 29, 2026 49$200.8M
Virginia Wealth Management Group, Inc. 0001898282Jul 22, 2026 57$200.8M
Marest Capital, LLC 0002010315Aug 5, 2026 30$200.9M
Wealthstar Advisors, LLC 0001602224Jul 30, 2026 113$200.9M
Vitruvian Partners LLP 0001692590Aug 10, 2026 8$201.0M
DUTCH ASSET Corp 0002115141Aug 10, 2026 115$201.0M
Element Squared LLC 0002086643Jul 28, 2026 49$201.0M
CoreFirst Bank & Trust 0001845199Aug 5, 2026 279$201.1M
Two West Capital Advisors LLC 0002026617Jul 22, 2026 101$201.2M
Beacon Financial Strategies CORP 0002084239Jul 8, 2026 209$201.2M
Lam Group, Inc. 0001961944Jul 10, 2026 139$201.4M
Williamson Legacy Group, LLC 0002011965Aug 13, 2026 75$201.4M
Nierenberg Investment Management Company, LLC 0001282683Aug 11, 2026 35$201.4M
Scratch Capital LLC 0002055324Jul 30, 2026 44$201.5M
Align Financial, LLC 0002089183Jul 27, 2026 360$201.5M
Harvest Investment Advisors, LLC 0001967261Aug 14, 2026 58$201.5M
Orser Capital Management, LLC 0001785717Jul 7, 2026 65$201.5M
InTrack Investment Management Inc 0001847343Jul 17, 2026 110$201.7M
Meriwether Wealth & Planning, LLC 0002055554Jul 8, 2026 122$201.7M
Spectrum Strategic Capital Management, LLC 0001554961Aug 14, 2026 79$201.8M
Farringdon Capital, Ltd. 0001750980Aug 12, 2026 184$201.8M
Orland Properties Ltd 0001550093Aug 5, 2026 10$202.1M
Brandywine Managers, LLC 0001135121Aug 14, 2026 46$202.2M
Winthrop Partners - WNY, LLC 0001734109Jul 15, 2026 87$202.2M
Delphi Financial Group, Inc. 0000859139Aug 13, 2026 26$202.3M
Longview Financial Advisors LLC 0002076077Jul 14, 2026 150$202.4M
EVR Research LP 0001843019Aug 13, 2026 28$202.5M
Mill Road Capital Management LLC 0001512275Aug 14, 2026 22$202.5M
Tower Wealth Partners, Inc. 0001852808Aug 12, 2026 101$202.6M
American Trust Investment Advisors, LLC 0001291424Aug 14, 2026 81$202.6M
Valley Financial Group, Inc. 0002010327Aug 14, 2026 62$202.8M
Salus Financial Advisors, LLC 0002056601Aug 6, 2026 39$202.8M
Taylor & Morgan Wealth Management, LLC 0001844266Jul 10, 2026 89$202.9M
Flywheel Private Wealth LLC 0002029680Jul 21, 2026 109$202.9M
Financial Alternatives, Inc 0001967227Aug 11, 2026 84$202.9M
Bucket List Wealth Management, LLC 0002133435Jul 16, 2026 63$203.0M
Rachor Investment Advisory Services, LLC 0002008792Jul 16, 2026 203$203.1M
AtlasMark Financial, Inc 0002127120Aug 17, 2026 48$203.1M
Washburn Capital Management, Inc. 0001793923Jul 22, 2026 56$203.1M
Pettee Investors, Inc. 0001596901Aug 6, 2026 115$203.2M
Sage Advisory Services, Ltd.Co. 0001534378Jul 22, 2026 46$203.2M
Clay Northam Wealth Management, LLC 0001915687Aug 11, 2026 109$203.3M
Oxford Asset Management LLP 0001438284Aug 14, 2026 364$203.3M
David J Yvars Group 0001836266Jul 7, 2026 105$203.3M
Fairfield, Bush & Co. 0001116247Aug 13, 2026 126$203.4M
Little Harbor Advisors, LLC 0001539639Aug 14, 2026 6$203.4M
Bullseye Investment Management, LLC 0001912451Sep 11, 2026 321$203.5M
Guardian Wealth Management, Inc. 0001910205Jul 13, 2026 66$203.5M
AF Advisors, Inc. 0001818044Jul 31, 2026 30$203.6M
Loudon Investment Management, LLC 0001597089Aug 14, 2026 95$203.7M
Pacific Asset Management, LLC 0002054012Jul 27, 2026 76$203.8M
4J Wealth Management LLC 0001840775Jul 22, 2026 111$203.9M
MB Generational Wealth, LLC 0002009056Jul 31, 2026 66$203.9M
Redpoint Management, LLC 0001689508Aug 14, 2026 3$203.9M
Clarity Asset Management, Inc. 0001756759Jul 16, 2026 66$203.9M
Eads & Heald Wealth Management 0001035912Jul 31, 2026 148$204.0M
Mithaq Capital SPC 0001834600Jul 29, 2026 3$204.0M
Buckland Partners Management Co LLC 0002074628Aug 7, 2026 97$204.2M
Metatron Capital SICAV plc - Metatron Long Term Equity Fund 0002113997Jul 29, 2026 63$204.3M
Beacon Advisors Holdings, LLC 0002114314Jul 29, 2026 37$204.3M
Westview Management dba Westview Investment Advisors 0002073768Jul 31, 2026 67$204.4M
CAP Partners, LLC 0002006870Jul 30, 2026 155$204.4M
William Allan Corp 0001910961Jul 28, 2026 62$204.5M
Pinney & Scofield, Inc. 0002056763Aug 7, 2026 232$204.5M
11.2 Capital Management, LLC 0002072160Aug 13, 2026 1$204.6M
Orcam Financial Group 0001905367Aug 14, 2026 105$204.7M
Birch Capital Management, LLC 0001799859Jul 27, 2026 79$204.7M
Sagil Capital LLP 0001747744Aug 13, 2026 19$204.7M
Lowery Thomas, LLC 0001919701Jul 29, 2026 57$204.7M
American Airlines Group Inc. 0000006201Aug 14, 2026 1$205.0M
Treasure Coast Financial Planning 0001911307Jul 29, 2026 48$205.0M
WESPAC Advisors, LLC 0001484540Aug 10, 2026 200$205.1M
Spring Capital Management, LLC 0001899146Jul 14, 2026 55$205.3M
Allen Wealth Management, LLC 0002012003Jul 24, 2026 60$205.4M