13F History

ManagerCIKFiledPositions13F Reported Value
Greenfield Savings Bank 0001940406Jul 7, 2026 148$263.7M
GGM Financial LLC 0002021722Jul 23, 2026 265$263.7M
Navis Wealth Advisors, LLC 0001849055Aug 14, 2026 175$263.7M
Physician Wealth Solutions Inc. 0002007116Jul 13, 2026 45$263.8M
BlueChip Wealth Advisors LLC 0002015578Jul 30, 2026 172$263.8M
Alpha Zero LLC 0002079032Jul 20, 2026 107$263.8M
Aragon Global Management, LP 0001991518Aug 14, 2026 23$263.9M
Wayfinding Financial, LLC 0001898131Aug 13, 2026 171$264.0M
Corecam Pte. Ltd. 0002106977Jul 14, 2026 82$264.1M
Boyd Wealth Management, LLC 0001846114Jul 17, 2026 47$264.2M
Keyvantage Wealth, LLC 0002050555Aug 11, 2026 95$264.3M
Verity Asset Management, Inc. 0001597298Aug 13, 2026 223$264.4M
St. Johns Investment Management Company, LLC 0001605522Aug 4, 2026 201$264.4M
Keystone Global Partners, LLC 0001764057Jul 16, 2026 57$264.5M
Diadema Partners LP 0002026172Aug 14, 2026 78$264.7M
Washington University 0000903603Jul 14, 2026 3$264.8M
Raelipskie Partnership 0002023896Aug 4, 2026 124$264.8M
Ghe, LLC 0001910179Jul 30, 2026 57$264.9M
Myecfo, LLC 0001986457Aug 10, 2026 73$265.0M
Mount Capital Ltd 0001896379Aug 13, 2026 17$265.0M
Pachira Investments Inc. 0001563634Jul 17, 2026 78$265.0M
Hippocratic Financial Advisors, LLC 0002055803Aug 3, 2026 39$265.1M
Strategic Financial Partners, Ltd. 0002027921Aug 3, 2026 88$265.1M
Caldwell Sutter Capital, Inc. 0000702007Aug 5, 2026 930$265.2M
WMG Financial Advisors, LLC 0001906711Jul 23, 2026 105$265.4M
Ballentine Capital Advisors, Inc 0002011580Jul 23, 2026 26$265.4M
IMPACTfolio, LLC 0001896447Jul 22, 2026 37$265.5M
Vawter Financial, Ltd. 0001974403Jul 24, 2026 131$265.5M
Retirement Guys Formula LLC 0001933059Jul 30, 2026 158$265.7M
Element Wealth, LLC 0001802743Aug 14, 2026 212$265.8M
Forager Capital Management, LLC 0001802986Aug 14, 2026 10$265.9M
Mishpacha Holdings Corp. 0002111655Aug 4, 2026 4$266.2M
Rosalind Advisors, Inc. 0001622627Aug 14, 2026 29$266.2M
Ssa Swiss Advisors AG 0002066265Aug 5, 2026 107$266.5M
Howard Bailey Securities, LLC 0002043986Aug 10, 2026 121$266.6M
Family Office Research LLC 0002041267Jul 27, 2026 85$266.6M
Beta Wealth Group, Inc. 0001594417Jul 24, 2026 114$266.6M
Dupree Financial Group, LLC 0001989251Jul 23, 2026 81$266.9M
Troluce Capital Advisors LLC 0001910321Aug 14, 2026 12$267.0M
FF Advisors,LLC 0002011904Jul 29, 2026 123$267.0M
Ridgewood Investments LLC 0001703556Aug 3, 2026 208$267.2M
Financial Planning Navigators CORP 0002102043Jul 28, 2026 70$267.2M
Paces Ferry Wealth Advisors, LLC 0001819919Aug 13, 2026 136$267.2M
Financial Guidance Group, Inc. 0001929349Jul 22, 2026 91$267.3M
Johnson & White Wealth Management, LLC 0001954136Jul 16, 2026 117$267.3M
HMS Capital Management, LLC 0001689470Jul 21, 2026 120$267.4M
Mad River Investors 0001384484Aug 3, 2026 29$267.4M
Compass Financial Services Inc 0002039088Jul 24, 2026 57$267.5M
Washington State Investment Board 0000943712Aug 3, 2026 2$267.8M
Smith Shellnut Wilson LLC 0000944317Aug 3, 2026 161$267.9M
New England Professional Planning Group Inc. 0001540867Jul 29, 2026 50$267.9M
Empower Annuity Insurance Co 0001444597Aug 12, 2026 1$268.0M
Everest Private Wealth 0002056683Aug 7, 2026 85$268.0M
Anb Bank 0002067126Aug 12, 2026 127$268.0M
Aspect Partners, LLC 0001985284Jul 16, 2026 679$268.0M
Moneywise, Inc. 0001703080Jul 21, 2026 86$268.1M
Carnegie Lake Advisors LLC 0002043591Jul 24, 2026 167$268.2M
Cordgrass Capital Advisors, LLC 0001912040Aug 6, 2026 224$268.4M
Oakcliff Capital Partners, LP 0001657335Aug 13, 2026 9$268.5M
V2 Financial group LLC 0002022843Aug 11, 2026 123$268.5M
5T Wealth, LLC 0002039313Jul 21, 2026 134$268.5M
Landesbank Baden-Wuerttemberg 0000878519Aug 4, 2026 6$268.8M
Zeno Equity Partners LLP 0002013334Aug 14, 2026 16$269.0M
Monaco Asset Management SAM 0001803593Aug 7, 2026 36$269.2M
Game Plan Financial Advisors, LLC 0001802952Aug 7, 2026 465$269.2M
Allie Family Office LLC 0001908612Aug 13, 2026 107$269.3M
Titan Wealth (CI) Ltd 0002109452Aug 12, 2026 51$269.3M
Verisail Partners, LLC 0002016904Jul 14, 2026 26$269.8M
NavPoint Financial, Inc. 0002009813Jul 23, 2026 74$269.9M
Entrewealth, LLC 0002052200Aug 14, 2026 140$269.9M
Citrine Capital LLC 0002053242Jul 23, 2026 60$270.2M
Cascades Capital Asset Management, LLC 0002035512Aug 14, 2026 167$270.4M
Evergreen Private Wealth LLC 0002010098Jul 23, 2026 89$270.4M
Howard Wealth Management, LLC 0001766286Jul 21, 2026 156$270.5M
Burk Holdings LLC 0002079815Aug 13, 2026 640$270.5M
Peloton Wealth Strategists 0001080132Aug 10, 2026 91$270.5M
Kaleidoscope Capital LP 0001702912Aug 11, 2026 16$270.6M
Integrity Wealth Solutions LLC 0002006918Jul 30, 2026 129$270.6M
Avalon Advisory Group 0001802119Jul 29, 2026 14$270.8M
M1 Capital Management LLC 0001976157Aug 12, 2026 113$270.8M
Orin Green Financial, LLC 0001844227Jul 13, 2026 83$271.1M
AAF Wealth Management, LLC 0001726609Jul 17, 2026 57$271.1M
Eurizon SLJ Capital Ltd 0002107309Aug 3, 2026 172$271.2M
Agate Pass Investment Management, LLC 0001900409Jul 8, 2026 109$271.2M
Thomist Capital Management, LP 0001767809Aug 14, 2026 39$271.2M
Bernard Wealth Management Corp. 0002056313Aug 21, 2026 325$271.3M
MTCO Ltd. 0002095669Jul 9, 2026 4$271.3M
Long Road Investment Counsel, LLC 0001620081Aug 14, 2026 80$271.3M
Mb, Levis & Associates, LLC 0002065807Jul 22, 2026 254$271.4M
Emprise Bank 0002018815Jul 7, 2026 109$271.5M
Cavalier Investments, LLC 0001655543Aug 14, 2026 40$271.7M
FMB Wealth Management 0002040224Jul 28, 2026 74$271.8M
Salzhauer Michael 0001059543Jul 20, 2026 79$271.9M
Martin Capital Partners, LLC 0001731216Jul 7, 2026 72$272.0M
Abbot Financial Management, Inc. 0001714341Aug 6, 2026 137$272.0M
Evolution Advisers, Inc. 0001906967Jul 31, 2026 943$272.1M
Foronjy Financial LLC 0002040600Jul 23, 2026 108$272.2M
Mitchell & Pahl Private Wealth, LLC 0001836506Jul 13, 2026 149$272.2M
Lakeridge Wealth Management LLC 0002012028Jul 14, 2026 188$272.5M
Burford Brothers, Inc. 0002001434Jul 28, 2026 182$272.5M