13F History

ManagerCIKFiledPositions13F Reported Value
Eagle Capital Management, LLC 0001600746Jul 18, 2025 44$227.5M
Vivid Wealth Management, LLC 0002007281Jul 24, 2025 62$227.5M
Mb, Levis & Associates, LLC 0002065807Jul 29, 2025 266$227.6M
Scholtz & Company, LLC 0001606134Aug 4, 2025 52$227.8M
Vantage Point Financial LLC 0002048892Jul 24, 2025 148$228.0M
Verde Servicos Internacionais S.A. 0001629290Jul 24, 2025 41$228.2M
Luken Investment Analytics, LLC 0001730546Jul 22, 2025 147$228.2M
Stonehill Capital Management LLC 0001266227Aug 14, 2025 14$228.2M
Horizon Investment Services, LLC 0001426940Aug 6, 2025 122$228.2M
Curio Wealth, LLC 0002049201Jul 31, 2025 358$228.3M
Decatur Capital Management, Inc. 0001505961Aug 14, 2025 41$228.4M
Holistic Financial Partners 0001729304Aug 5, 2025 128$228.5M
Palisades Investment Partners, LLC 0001427373Jul 17, 2025 39$228.7M
Arcadia Wealth Management, LLC 0001964226Jul 18, 2025 59$228.8M
Viola Ventures V.C. Management 4 Ltd. 0001965208Aug 11, 2025 3$228.8M
Pragma Gestao DE Patrimonio Ltd. 0001555512Aug 13, 2025 20$228.8M
Game Plan Financial Advisors, LLC 0001802952Jul 24, 2025 363$228.8M
Bayforest Capital Ltd 0002048423Jul 28, 2025 712$228.9M
Wittenberg Investment Management, Inc. 0001697790Aug 11, 2025 76$229.0M
Register Financial Advisors LLC 0001962636Jul 16, 2025 335$229.0M
Cherokee Insurance Co 0002077903Aug 8, 2025 122$229.2M
Collaborative Wealth Managment Inc. 0001896419Aug 8, 2025 182$229.3M
Stenham Asset Management Ltd 0001840750Aug 14, 2025 24$229.4M
Lumbard & Kellner, LLC 0001602476Aug 13, 2025 88$229.4M
Greenbush Financial Group, LLC 0002061818Jul 17, 2025 32$229.5M
Trellis Wealth Advisors LLC 0001989031Jul 21, 2025 37$229.8M
HAP Trading, LLC 0001484972Aug 13, 2025 107$229.9M
Summit Investment Advisory Services, LLC 0001914395Nov 7, 2025 71$229.9M
MBE Wealth Management, LLC 0001775850Jul 16, 2025 135$230.0M
Spectrum Asset Management, Inc. (NB/CA) 0001632078Jul 23, 2025 96$230.1M
Seldon Capital LP 0001867731Aug 14, 2025 67$230.2M
SWAN Capital LLC 0001952722Aug 14, 2025 480$230.2M
Optimum Investment Advisors 0001037763Jul 31, 2025 613$230.3M
Balanced Wealth Group LLC 0002009783Aug 13, 2025 70$230.3M
Sherbrooke Park Advisers LLC 0001965377Aug 14, 2025 503$230.3M
Wills Financial Group LLC 0002059579Aug 13, 2025 69$230.4M
Skaana Management L.P. 0001860998Aug 8, 2025 91$230.5M
ORIX Corp 0001070304Nov 13, 2025 1$230.6M
Smith Shellnut Wilson LLC 0000944317Aug 5, 2025 138$230.6M
Ranch Capital Advisors Inc. 0001793269Jul 31, 2025 142$230.6M
Firethorn Wealth Partners, LLC 0001845743Jul 22, 2025 174$230.6M
Limestone Investment Advisors LP 0002075597Aug 14, 2025 146$230.6M
SK Wealth Management, LLC 0001867958Jul 10, 2025 79$230.7M
Red Spruce Capital, LLC 0001795356Jul 8, 2025 90$230.7M
Boyd Wealth Management, LLC 0001846114Jul 15, 2025 52$230.9M
Aventura Private Wealth, LLC 0002074418Jan 7, 2026 783$231.0M
Ridgewood Investments LLC 0001703556Jul 14, 2025 682$231.0M
Eos Management, L.P. 0001548882Jul 29, 2025 38$231.0M
Reliant Investment Management, LLC 0001517429Jul 30, 2025 56$231.0M
Cable Car Capital, LP 0001699575Aug 15, 2025 65$231.1M
Arcus Capital Partners, LLC 0001651960Jul 29, 2025 124$231.2M
Foundation Wealth Management, LLC\PA 0002011000Aug 11, 2025 94$231.2M
Harbour Investment Management LLC 0001275880Jul 31, 2025 95$231.2M
Parker Financial LLC 0001965668Jul 25, 2025 35$231.5M
Bryant Woods Investment Advisors, LLC 0001910641Jul 24, 2025 52$231.7M
Ananym Capital Management, LP 0002037077Aug 14, 2025 12$231.8M
Zeno Equity Partners LLP 0002013334Aug 11, 2025 11$231.9M
Beacon Investment Advisors LLC 0001961635Aug 14, 2025 161$231.9M
Amiral Gestion 0001828064Sep 15, 2025 21$231.9M
Polianta Ltd 0001695214Jul 10, 2025 73$232.1M
Brightline Capital Management, LLC 0001432450Aug 14, 2025 15$232.2M
River Street Advisors LLC 0001964897Jul 21, 2025 162$232.2M
Alexis Investment Partners, LLC 0002054271Jul 30, 2025 43$232.2M
Colonial River Investments, LLC 0001845859Jul 15, 2025 223$232.3M
Keeler Thomas Management LLC 0001730660Jul 31, 2025 108$232.4M
Goldstream Capital Management Ltd 0001872787Aug 14, 2025 52$232.4M
Cornerstone National Bank & Trust Co 0002104293Jan 28, 2026 171$232.5M
Avalon Advisory Group 0001802119Jul 14, 2025 16$232.8M
OCO Capital Partners, L.P. 0001764525Aug 14, 2025 4$233.1M
Kensington Investment Counsel, LLC 0001845536Aug 15, 2025 101$233.2M
Boone Capital Management LLC 0001882053Aug 14, 2025 11$233.2M
DCM Advisors, LLC 0001839498Aug 15, 2025 39$233.3M
Bluestem Financial Advisors, LLC 0001820680Jul 23, 2025 29$233.3M
Colorado Capital Management, Inc. 0001664147Jul 11, 2025 100$233.4M
Landmark Wealth Management, Inc. 0001985016Aug 5, 2025 44$233.4M
Cape Ann Asset Management Ltd 0001768237Aug 11, 2025 9$233.5M
Shariaportfolio, Inc. 0001998574Jul 23, 2025 23$233.5M
Atle Fund Management AB 0001381843Jul 14, 2025 37$233.7M
First Sabrepoint Capital Management LP 0001731530Aug 14, 2025 23$233.7M
WJ Interests, LLC 0001727642Jul 22, 2025 23$233.8M
Prairie Wealth Advisors, Inc. 0002022783Aug 4, 2025 152$234.1M
Moerus Capital Management LLC 0001742647Aug 11, 2025 14$234.3M
Triton Wealth Management, PLLC 0001791126Jul 28, 2025 107$234.4M
Five Oceans Advisors 0001876326Jul 16, 2025 190$234.4M
GP Brinson Investments LLC 0001860928Jul 1, 2025 16$234.5M
Palmer Knight Co 0001767735Jul 29, 2025 37$234.6M
Madden Advisory Services, Inc. 0001542284Jul 23, 2025 100$234.7M
Beach Point Capital Management LP 0001453885Jul 30, 2025 8$234.8M
Silver Lake Advisory, LLC 0001596055Jul 22, 2025 104$234.8M
Crux Wealth Advisors 0002054270Jul 29, 2025 166$234.8M
Landmark Wealth Management, LLC 0001728778Jul 25, 2025 87$234.8M
Two Point Capital Management, Inc. 0001962382Jul 21, 2025 25$235.0M
Seneca House Advisors 0001731359Jul 9, 2025 82$235.0M
Prosperity Financial Group, Inc. 0001991334Jul 30, 2025 163$235.0M
Owen LaRue, LLC 0001965328Jul 16, 2025 104$235.2M
Flagship Private Wealth, LLC 0001842560Aug 6, 2025 103$235.2M
Mechanics Financial Corp 0001821336Jul 21, 2025 239$235.2M
FNY Investment Advisers, LLC 0001742998Jul 30, 2025 903$235.2M
New Wave Wealth Advisors LLC 0002035324Jul 18, 2025 142$235.3M
Daily Journal 0000783412Jul 9, 2025 4$235.4M