13F History

ManagerCIKFiledPositions13F Reported Value
Seldon Capital LP 0001867731Nov 14, 2025 70$284.5M
Beacon Wealthcare LLC 0001849336Oct 1, 2025 24$284.6M
Rogco, LP 0001998892Oct 30, 2025 193$284.7M
Foursixthree Capital LP 0001897652Nov 14, 2025 15$284.8M
Presidio Capital Management, LLC 0001931750Nov 7, 2025 70$285.2M
Act Wealth Management, LLC 0001814191Oct 6, 2025 57$285.3M
KP Management LLC 0002036769Nov 14, 2025 53$285.4M
AIGH Capital Management LLC 0001835943Oct 31, 2025 34$285.6M
Svenska Handelsbanken AB (publ) 0001643792Oct 14, 2025 12$285.6M
Milestones Administradora de Recursos Ltda. 0001912095Oct 31, 2025 18$285.7M
LCNB Corp. 0001074902Nov 10, 2025 180$285.8M
H&F Corporate Investors VIII, Ltd. 0001767563Nov 12, 2025 1$286.0M
Powell Investment Advisors, LLC 0001802195Nov 13, 2025 167$286.0M
Red Lighthouse Investment Management, LLC 0001962166Oct 31, 2025 113$286.2M
Vista Investment Management 0001740140Nov 7, 2025 170$286.4M
Highlander Partners, L.P. 0001903866Nov 13, 2025 50$286.7M
Elyxium Wealth, LLC 0002043538Nov 5, 2025 167$286.8M
Pinnacle Holdings, LLC 0001411784Nov 12, 2025 246$286.8M
Orion Capital Management LLC 0001846758Oct 31, 2025 539$286.9M
Scientech Research LLC 0002011556Nov 14, 2025 550$286.9M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0001327944Nov 3, 2025 143$287.1M
Allred Capital Management, LLC 0001765885Nov 13, 2025 168$287.2M
Capital Wealth Management, LLC 0001730456Oct 15, 2025 38$287.4M
Eaton-Cambridge Inc. 0002011052Nov 13, 2025 42$287.5M
Clarus Group, Inc. 0001844568Nov 3, 2025 105$287.6M
Claris Advisors, LLC / Mo / 0001905092Oct 6, 2025 73$287.6M
Lecap Asset Management Ltd. 0001990849Oct 23, 2025 266$287.7M
First International Bank & Trust 0001910370Oct 7, 2025 56$287.7M
United Bank 0001697791Nov 12, 2025 119$287.8M
Obsidian Personal Planning Solutions LLC 0001909128Nov 13, 2025 119$288.0M
Hartree Partners, LP 0001597857Nov 13, 2025 68$288.0M
Tieton Capital Management, LLC 0001381954Nov 12, 2025 33$288.1M
Planned Solutions, Inc. 0001831332Oct 23, 2025 137$288.2M
Hassell Wealth Management, LLC 0001965270Nov 6, 2025 26$288.3M
Providence First Trust Co 0001713735Oct 29, 2025 110$288.4M
Peachtree Investment Partners, LLC 0001743863Oct 31, 2025 128$288.4M
Evelyn Partners Investment Management (Europe) Ltd 0002065055Nov 14, 2025 179$288.6M
Vigilare Wealth Management 0001730889Oct 1, 2025 120$288.6M
Demars Financial Group, LLC 0001723115Oct 30, 2025 94$288.6M
LFL Advisers, LLC 0001694127Nov 13, 2025 8$288.9M
B&I Capital AG 0001843527Nov 4, 2025 29$288.9M
Lion Street Advisors, LLC 0001801991Nov 10, 2025 224$289.0M
Argyle Capital Management, LLC 0001321194Oct 27, 2025 135$289.2M
Waterford Advisors, LLC 0001960657Nov 14, 2025 54$289.2M
Stelac Advisory Services LLC 0001519676Nov 13, 2025 110$289.3M
Arlington Partners LLC 0001389848Oct 28, 2025 57$289.4M
GFG Capital, LLC 0001638520Oct 7, 2025 63$289.5M
Washington State Investment Board 0000943712Nov 14, 2025 2$289.7M
Revisor Wealth Management LLC 0001887409Oct 15, 2025 266$289.7M
Yeomans Consulting Group, Inc. 0002014739Oct 16, 2025 99$289.7M
RBA Wealth Management, LLC 0001776296Nov 5, 2025 93$289.8M
Windward Private Wealth Management Inc. 0001835866Nov 5, 2025 44$289.9M
Samalin Investment Counsel, LLC 0001544366Oct 30, 2025 327$289.9M
USAdvisors Wealth Management, LLC 0001735605Nov 12, 2025 134$290.0M
Stephens Consulting, LLC 0001961632Oct 15, 2025 386$290.0M
Burkett Financial Services, LLC 0001762716Nov 24, 2025 226$290.2M
Skyline Advisors, Inc. 0001843832Nov 13, 2025 96$290.3M
Harmony Asset Management LLC 0002002815Nov 5, 2025 170$290.3M
Veridan Wealth LLC 0002052405Nov 12, 2025 79$290.4M
Buttonwood Financial Advisors Inc. 0001904033Oct 21, 2025 103$290.5M
Essential Planning, LLC. 0001949824Oct 28, 2025 85$290.5M
Alteri Wealth LLC 0002054980Nov 10, 2025 282$291.0M
Tred Avon Family Wealth, LLC 0002094435Oct 29, 2025 237$291.1M
Silver Coast Investments LLC 0002012033Oct 30, 2025 114$291.1M
Robertson Opportunity Capital, LLC 0001352122Nov 14, 2025 28$291.1M
Lokken Investment Group LLC 0001842840Nov 5, 2025 148$291.2M
Shaker Financial Services, LLC 0001511794Oct 22, 2025 149$291.6M
Barrett & Company, Inc. 0000887602Oct 31, 2025 636$291.7M
Thomas J. Herzfeld Advisors, Inc. 0001509510Nov 12, 2025 104$291.7M
Valence8 US LP 0001943819Nov 7, 2025 14$291.7M
SoundView Advisors Inc. 0002054083Oct 10, 2025 24$291.8M
Leisure Capital Management 0001631507Nov 6, 2025 142$292.0M
Solitude Financial Services 0001839890Nov 5, 2025 37$292.2M
Q3 Asset Management 0001732543Oct 27, 2025 55$292.2M
Oak Asset Management, LLC 0001726375Oct 20, 2025 106$292.4M
Flagship Pioneering, LLC 0001400240Nov 14, 2025 4$292.6M
Westshore Wealth, LLC 0001806366Nov 17, 2025 102$292.7M
Benson Investment Management Company, Inc. 0001694896Oct 10, 2025 54$292.7M
Twin Peaks Wealth Advisors, LLC 0002006218Oct 30, 2025 164$292.8M
Lifestyle Asset Management, Inc. 0001845675Oct 9, 2025 135$292.9M
Richard W. Paul & Associates, LLC 0001964203Nov 13, 2025 316$292.9M
Davis Investment Partners, LLC 0001963865Oct 20, 2025 156$293.0M
Parkwoods Wealth Partners, LLC 0002042772Oct 14, 2025 96$293.1M
Goepper Burkhardt LLC 0001844142Nov 14, 2025 102$293.4M
25 LLC 0001968777Oct 16, 2025 67$293.7M
Commonwealth Retirement Investments LLC 0001963787Nov 4, 2025 117$293.7M
Wealth Advisors of Iowa, LLC 0001803005Nov 14, 2025 83$293.7M
XY Planning Network, Inc. 0001873438Nov 13, 2025 173$293.7M
Encompass Wealth Advisors, LLC 0001849614Oct 22, 2025 109$293.7M
Olympus Peak Asset Management LP 0001841359Nov 14, 2025 1$293.8M
Arch Capital Group LTD. 0000947484Nov 6, 2025 4$293.8M
TSA Wealth Managment LLC 0001963669Nov 10, 2025 89$293.9M
NWK Group, Inc. 0001803054Nov 10, 2025 69$294.0M
Manatuck Hill Partners, LLC 0001467902Nov 14, 2025 101$294.2M
Prevatt Capital Ltd 0002009520Nov 13, 2025 9$294.2M
Sensible Money, LLC 0001965229Nov 13, 2025 88$294.2M
Indigo Partners LLC 0001846122Nov 14, 2025 2$294.3M
Eq LLC 0001757605Nov 7, 2025 74$294.6M
Prosperity Wealth Management, Inc. 0001991463Nov 14, 2025 240$294.6M
44 Wealth Management LLC 0001831187Nov 14, 2025 199$294.6M