13F History

ManagerCIKFiledPositions13F Reported Value
Miller Capital Partners, Inc. 0002111377Aug 12, 2026 255$254.5M
Flatrock Wealth Partners LLC 0002130067Aug 14, 2026 173$254.6M
Altrafin AG 0002110313Jul 20, 2026 44$254.7M
State Insurance Fund 0001970005Jul 22, 2026 1$254.8M
Sprinkle Financial Consultants LLC 0002011593Jul 8, 2026 104$254.9M
Vista Investment Partners Ii, LLC 0002035219Jul 21, 2026 160$255.0M
Politan Capital Management LP 0001885245Aug 14, 2026 2$255.0M
Carolina Wealth Advisors, LLC 0001786411Jul 9, 2026 278$255.1M
Mainsail Asset Management, LLC 0002016972Aug 12, 2026 197$255.2M
Tribridge Partners Financial LLC 0002083677Aug 4, 2026 82$255.2M
Tull Financial Group, Inc. 0001769060Aug 5, 2026 35$255.5M
626 Financial, LLC 0001911035Jul 27, 2026 126$255.7M
1248 Management, LLC 0002011147Aug 13, 2026 149$255.8M
Causey Wealth LLC 0002132639Aug 11, 2026 83$255.8M
Yoder Wealth Management, Inc. 0001973967Jul 22, 2026 129$255.9M
Wealth Management Strategies, Inc. 0002057285Aug 17, 2026 45$255.9M
Punch Card Management L.P. 0001631664Aug 14, 2026 5$256.0M
NBZ Investment Advisors LLC 0001998018Aug 13, 2026 80$256.0M
Vestia Personal Wealth Advisors 0002033299Aug 10, 2026 112$256.0M
Meritas Wealth Management, LLC 0001990690Jul 21, 2026 63$256.1M
Byrne Financial Freedom, LLC 0002063947Jul 30, 2026 119$256.1M
Sage Capital Management, LLC 0002030667Jul 20, 2026 167$256.2M
My Personal CFO, LLC 0001916366Jul 22, 2026 91$256.2M
Kiker Wealth Management, LLC 0002042502Jul 30, 2026 161$256.3M
Davidson Trust Co. 0001133119Jul 29, 2026 190$256.3M
IVC Wealth Advisors LLC 0001842811Jul 14, 2026 177$256.4M
Beach Point Capital Management LP 0001453885Jul 22, 2026 10$256.4M
CNB Bank 0001732074Aug 6, 2026 518$256.6M
Daily Journal 0000783412Jul 16, 2026 4$256.7M
Birchcreek Wealth Management, LLC 0001840341Aug 6, 2026 134$256.7M
Leslie Global Wealth, LLC 0001954832Jul 21, 2026 85$256.8M
HMV Wealth Advisors, LLC 0002054904Jul 13, 2026 89$256.9M
Guardian Financial Partners, LLC 0001723514Jul 15, 2026 69$256.9M
New England Research & Management, Inc. 0001596077Jul 9, 2026 134$256.9M
Untitled Investments LP 0001808696Aug 14, 2026 18$257.0M
Transcendent Capital Group LLC 0002013703Aug 5, 2026 128$257.1M
Metavasi Capital LP 0001864835Aug 14, 2026 22$257.2M
Beaumont Asset Management, L.L.C. 0001798756Jul 22, 2026 79$257.4M
Prospect Hill Management, LLC 0001837320Aug 6, 2026 14$257.5M
Ergawealth Advisors, Inc. 0001973209Aug 7, 2026 54$257.5M
Inherent Management Corp. 0002026217Aug 14, 2026 11$257.6M
Robertson Opportunity Capital, LLC 0001352122Aug 13, 2026 29$257.7M
Great Hill Partners, L.P. 0001231756Aug 14, 2026 1$257.8M
Family Capital Management, Inc. 0001964344Jul 31, 2026 115$258.0M
Lloyd Advisory Services, LLC. 0001802474Aug 7, 2026 628$258.0M
Darrow Company, Inc. 0001908169Jul 29, 2026 58$258.1M
Mach-1 Financial Group, LLC 0001843358Jul 29, 2026 131$258.1M
Resolute Wealth Strategies, LLC 0001973981Aug 12, 2026 132$258.1M
5th Street Advisors, LLC 0001911026Aug 5, 2026 54$258.2M
Pacific Excel Wealth Advisors, Inc. 0002110884Jul 6, 2026 228$258.4M
Cottage Street Advisors LLC 0001665302Jul 21, 2026 149$258.6M
Endowment Wealth Management, Inc. 0001904477Aug 6, 2026 181$258.6M
Alternative Investment Advisors, LLC. 0002009486Aug 31, 2026 69$258.6M
Heritage Family Offices, LLP 0002019316Jul 29, 2026 233$258.9M
Private Wealth Group, LLC 0001512780Jul 8, 2026 76$258.9M
Elevation Capital Advisory, LLC 0001871112Jul 27, 2026 63$259.0M
Cherokee Insurance Co 0002077903Aug 3, 2026 124$259.1M
Optimist Retirement Group LLC 0002011850Aug 10, 2026 118$259.2M
Diesslin Group, Inc. 0002108559Jul 2, 2026 59$259.2M
WJ Interests, LLC 0001727642Jul 30, 2026 22$259.4M
Clarus Wealth Advisors 0001730149Jul 10, 2026 86$259.5M
MY.Alpha Management HK Advisors Ltd 0001910173Aug 14, 2026 9$259.6M
Palmer Knight Co 0001767735Aug 10, 2026 36$259.7M
Porter White Investment Advisors, Inc. 0001612457Jul 16, 2026 40$259.7M
Heritage Wealth Management, Inc./Texas 0001966400Aug 10, 2026 44$259.7M
Altus Wealth Management, LLC 0001802107Jul 21, 2026 26$259.8M
InvesTrust 0002050848Jul 14, 2026 95$259.8M
Family CFO Inc 0001911695Jul 20, 2026 47$259.9M
PFC Capital Group, Inc. 0002010374Aug 6, 2026 89$260.1M
Patron Partners, LLC 0001841768Aug 11, 2026 193$260.1M
Virtus Advisers, LLC 0001587281Aug 11, 2026 509$260.2M
Quarry Hill Advisors, LLC 0001965346Jul 28, 2026 53$260.2M
Weik Capital Management 0001278793Aug 12, 2026 93$260.3M
Northbridge Financial Group, LLC 0001968850Jul 9, 2026 183$260.3M
4D Advisors, LLC 0001938268Aug 14, 2026 37$260.3M
Robbins Farley 0001847820Jul 23, 2026 157$260.4M
Tealwood Asset Management Inc. 0001164062Jul 14, 2026 121$260.5M
Revere Asset Management, Inc 0001849529Sep 14, 2026 37$260.6M
Bravera Wealth 0002126773Jul 23, 2026 352$260.8M
Horizon Financial Services, LLC 0001674020Jul 20, 2026 646$260.8M
NYL Investors LLC 0001606720Aug 12, 2026 29$260.8M
Fairtree Asset Management (Pty) Ltd 0002059365Aug 11, 2026 96$260.9M
Silverberg Bernstein Capital Management LLC 0002007880Jul 7, 2026 70$261.1M
Alkeme Wealth, LLC 0001752045Jul 16, 2026 101$261.4M
Twin Lakes Capital Management, LLC 0001847794Aug 18, 2026 208$261.5M
Fortitude Advisory Group L.L.C. 0001928999Jul 22, 2026 237$261.7M
Werlinich Asset Management, LLC 0002000493Jul 9, 2026 58$261.7M
Eagle Wealth Strategies LLC 0002009882Jul 9, 2026 118$261.7M
MOKAN Wealth Management Inc. 0002053727Jul 28, 2026 95$261.7M
GatePass Capital, LLC 0002087399Jul 30, 2026 188$261.8M
Massachusetts Wealth Management 0001966011Aug 3, 2026 98$262.5M
Melone Private Wealth, LLC 0001905765Jul 9, 2026 58$262.6M
Financial Futures Ltd Liability Co. 0001911616Jul 27, 2026 80$262.6M
Purkiss Capital Advisors LLC 0002053150Jul 30, 2026 189$262.7M
Birmingham Capital Management Co. Inc. 0000918504Aug 14, 2026 90$263.0M
Haven Private, LLC 0002053665Jul 29, 2026 171$263.0M
Cambridge Capital Management, LLC 0002078994Jul 30, 2026 47$263.0M
Krensavage Asset Management, LLC 0001609251Aug 14, 2026 18$263.2M
Investmark Advisory Group LLC 0001926349Aug 7, 2026 148$263.3M
VARCOV Co. 0002078837Aug 14, 2026 352$263.4M