13F History

ManagerCIKFiledPositions13F Reported Value
DoubleLine ETF Adviser LP 0001959989Aug 14, 2025 155$312.0M
Valley Forge Investment Consultants Inc. Adv 0000920655Aug 14, 2025 94$312.1M
Grandview Asset Management LLC 0001766791Jul 17, 2025 135$312.3M
P Schoenfeld Asset Management LP 0001040198Aug 14, 2025 21$312.6M
Phraction Management LLC 0001907803Jul 21, 2025 73$312.7M
Pennsylvania Capital Management Inc. 0001004140Jul 18, 2025 107$312.7M
Fairway Wealth LLC 0002019393Jul 30, 2025 180$312.7M
Chase Investment Counsel Corp. 0000019475Aug 5, 2025 130$312.8M
Tucker Asset Management LLC 0001870012Jan 6, 2026 294$312.8M
Global View Capital Management LLC 0001994495Aug 15, 2025 115$312.8M
Lancaster Investment Management 0001630064Jul 29, 2025 8$312.9M
a16z Capital Management, L.L.C. 0001540358Aug 14, 2025 10$312.9M
Prime Buchholz LLC 0002051999Aug 7, 2025 23$313.1M
BOS Asset Management, LLC 0001965814Jul 16, 2025 174$313.4M
Neo Ivy Capital Management 0001727783Aug 12, 2025 343$313.5M
Custos Family Office, LLC 0001904423Jul 21, 2025 73$313.6M
Drummond Knight Asset Management Pty Ltd 0001808029Aug 13, 2025 12$313.6M
Rivermont Capital Management LP 0001965613Aug 14, 2025 17$313.7M
Harbor Advisory Corp. 0001100710Aug 12, 2025 81$313.8M
Aristides Capital LLC 0001595521Aug 13, 2025 199$313.9M
Mirabaud & Cie SA 0001869685Jul 8, 2025 60$314.2M
Panview Capital Ltd 0002035224Aug 7, 2025 9$314.3M
Seaside Wealth Management, Inc. 0001929977Jul 9, 2025 62$314.3M
Trust Co. of Oklahoma 0001083323Jul 7, 2025 138$314.3M
Proathlete Wealth Management LLC 0002012065Jul 14, 2025 322$314.4M
Centennial Wealth Advisory LLC 0001839421Jul 17, 2025 150$314.4M
Websterrogers Financial Advisors, LLC 0001841757Jul 10, 2025 86$314.5M
Prudent Man Advisors, LLC 0001817174Jul 31, 2025 181$314.9M
Bcwm, LLC 0001542165Aug 14, 2025 54$315.0M
White Pine Capital LLC 0001137429Aug 12, 2025 221$315.1M
Courage Miller Partners, LLC 0001482106Jul 25, 2025 86$315.4M
Northeast Financial Group, Inc. 0001965773Jul 18, 2025 82$315.6M
Leeward Financial Partners, LLC 0001735201Aug 4, 2025 100$315.6M
Sequent Planning LLC 0002009724Aug 14, 2025 162$315.7M
Capital Management Associates, Inc 0002008851Jul 23, 2025 115$315.7M
Atwater Malick LLC 0001769288Jul 21, 2025 83$315.8M
Argonautica Private Wealth Management, Inc. 0001931870Jul 30, 2025 183$315.8M
Compass Advisory Group LLC 0001720292Jul 28, 2025 75$316.0M
Rench Wealth Management, Inc. 0001599016Aug 13, 2025 52$316.0M
EdgeRock Capital LLC 0001908378Jul 16, 2025 109$316.1M
Crestview Partners III GP, L.P. 0001703027Aug 12, 2025 3$316.2M
WJ Wealth Management, LLC 0001801674Jul 28, 2025 99$316.8M
Duncan Williams Asset Management, LLC 0002011771Jul 22, 2025 154$316.8M
360 Financial, Inc. 0001802324Aug 6, 2025 85$316.8M
Van Strum & Towne Inc. 0001080173Jul 25, 2025 109$316.9M
Sandbox Financial Partners, LLC 0001844892Jul 9, 2025 123$317.0M
OLIO Financial Planning 0001906766Jul 9, 2025 64$317.1M
Seascape Capital Management 0001418342Jul 14, 2025 96$317.2M
Knuff & Co LLC 0001768089Aug 13, 2025 122$317.5M
Corigliano Investment Advisers, LLC 0002031771Aug 14, 2025 43$317.5M
Ewa, LLC 0001835252Jul 18, 2025 219$317.6M
Boyd Watterson Asset Management LLC 0001121477Aug 1, 2025 425$317.7M
Newton One Investments LLC 0001842787Jul 16, 2025 128$317.8M
Court Place Advisors, LLC 0001566113Jul 24, 2025 146$318.0M
Neumann Capital Management, LLC 0001631930Jul 17, 2025 100$318.0M
Financial Advisory Partners, LLC 0001994252Jul 14, 2025 66$318.0M
Evexia Wealth LLC 0001975710Jul 23, 2025 78$318.1M
11 Capital Partners LP 0001801172Aug 14, 2025 18$318.1M
Oxler Private Wealth LLC 0001846002Aug 13, 2025 86$318.2M
Capital Planning LLC 0001790688Jul 21, 2025 79$318.3M
TSP Capital Management Group, LLC 0001317208Aug 11, 2025 44$318.6M
Valtinson Bruner Financial Planning LLC 0001761450Aug 6, 2025 155$318.6M
Concentrum Wealth Management 0001765387Aug 12, 2025 73$318.7M
SMART Wealth LLC 0002044723Aug 13, 2025 168$318.8M
Smart Money Group LLC 0001728866Aug 6, 2025 74$318.9M
S.E.E.D. Planning Group LLC 0001765515Jul 8, 2025 71$319.0M
City State Bank 0001910666Jul 31, 2025 748$319.0M
Shoker Investment Counsel, Inc. 0001599623Aug 11, 2025 111$319.0M
Thrive Capital Management, LLC 0001845943Aug 8, 2025 169$319.3M
Heights Capital Management, Inc. 0001081698Aug 14, 2025 158$319.6M
Farmers & Merchants Trust Co of Chambersburg PA 0001697375Jul 10, 2025 339$319.7M
Arcataur Capital Management LLC 0001987321Jul 23, 2025 99$320.0M
Cannell Capital LLC 0001058854Aug 15, 2025 57$320.1M
Narus Financial Partners, LLC 0001698091Jul 14, 2025 157$320.4M
Muhlenkamp & Co. Inc. 0001133219Jul 24, 2025 26$320.5M
Peregrine Asset Advisers, Inc. 0001535227Aug 5, 2025 168$320.5M
CLG LLC 0002059872Aug 14, 2025 127$320.6M
Denver PWM, LLC 0001657980Aug 14, 2025 78$320.7M
ForthRight Wealth Management, LLC 0001841633Jul 28, 2025 65$320.7M
Broad Peak Investment Advisers Pte Ltd 0001547349Jul 28, 2025 13$320.8M
Gator Capital Management, LLC 0001570284Aug 13, 2025 71$320.8M
Passive Capital Management, LLC. 0001958250Aug 12, 2025 82$321.4M
Level Financial Advisors 0001871734Jul 15, 2025 90$321.4M
Brown Miller Wealth Management, LLC 0001840084Jul 22, 2025 189$321.9M
Brown Wealth Management, LLC 0001987005Aug 11, 2025 98$322.0M
Regimen Wealth, LLC 0001963863Aug 6, 2025 74$322.1M
American Financial Group Inc. 401(K) Retirement & Savings Plan 0000943719Aug 7, 2025 1$322.2M
Wealth High Governance Capital Ltda 0002028828Aug 14, 2025 33$322.4M
RFG - Bristol Wealth Advisors, LLC 0002055104Aug 6, 2025 173$322.5M
KFA Private Wealth Group, LLC 0001800556Jul 24, 2025 132$322.7M
Stone Summit Wealth LLC 0001908192Jul 17, 2025 142$322.8M
Palumbo Wealth Management LLC 0001846310Jul 15, 2025 197$322.9M
Brady Family Wealth, LLC 0001971456Jul 10, 2025 113$323.0M
Once Capital Management, LLC 0001712892Aug 5, 2025 16$323.3M
Empirical Asset Management, LLC 0001926596Jul 29, 2025 313$323.4M
Argent Advisors, Inc. 0001426851Aug 7, 2025 151$323.5M
Ogorek Anthony Joseph /NY/ 0000714364Aug 8, 2025 693$323.6M
FC Advisory LLC 0001683754Aug 14, 2025 112$323.9M
Wells Trecaso Financial Group, LLC 0001737987Jul 22, 2025 90$323.9M
Pinnacle Bancorp, Inc. 0001703383Jul 11, 2025 909$324.0M