13F History

ManagerCIKFiledPositions13F Reported Value
Great Oak Capital Partners, LLC 0002012868Oct 17, 2025 44$380.8M
PARUS FINANCE (UK) Ltd 0001611519Nov 12, 2025 30$380.8M
Astoria Portfolio Advisors LLC. 0001931642Oct 9, 2025 269$380.8M
Uptick Partners, LLC 0002005353Nov 4, 2025 231$380.9M
Eagle Health Investments LP 0001842545Nov 7, 2025 23$380.9M
Cannell Capital LLC 0001058854Nov 14, 2025 55$380.9M
West Branch Capital LLC 0001738723Oct 21, 2025 452$381.1M
C Partners Holding GmbH 0001634083Nov 14, 2025 10$381.2M
Gardner Lewis Asset Management L P 0000941560Nov 10, 2025 75$381.3M
Windmill Hill Asset Management Ltd 0001831132Oct 31, 2025 24$381.4M
New Capital Management LP 0001696731Oct 8, 2025 54$381.7M
SailingStone Capital Partners LLC 0001608904Nov 14, 2025 16$381.9M
Mokosak Advisory Group, LLC 0001713112Oct 21, 2025 38$382.3M
Lightrock Netherlands B.V. 0002041485Oct 31, 2025 39$382.4M
Saybrook Capital 0001044924Oct 16, 2025 43$382.7M
Magnolia Capital Advisors LLC 0001803662Nov 13, 2025 233$383.0M
Guidance Capital, Inc. 0001958743Nov 7, 2025 202$383.2M
TriaGen Wealth Management LLC 0001843848Oct 22, 2025 183$383.3M
Wellington Shields & Co., LLC 0001506073Nov 5, 2025 324$383.4M
Dunhill Financial, LLC 0001948904Nov 12, 2025 982$383.4M
Core Wealth Advisors, Inc. 0001770532Nov 14, 2025 92$383.5M
FWL Investment Management, LLC 0001829231Nov 17, 2025 332$383.6M
Strategic Advocates LLC 0001991340Nov 26, 2025 613$384.0M
Granite Bay Wealth Management, LLC 0001911472Oct 15, 2025 80$384.0M
Steamboat Capital Partners, LLC 0001635663Nov 14, 2025 60$384.1M
Parisi Gray Wealth Management 0001716659Oct 17, 2025 124$384.3M
BCGM Wealth Management, LLC 0001830467Nov 12, 2025 172$384.3M
Northstar Asset Management Inc. 0000869304Oct 30, 2025 70$384.6M
Xcel Wealth Management, LLC 0001791002Oct 29, 2025 138$384.7M
tru Independence LLC 0001785445Oct 23, 2025 125$385.0M
Leverty Financial Group, LLC 0001908386Oct 8, 2025 44$385.2M
Golden Reserve Retirement LLC 0002066488Nov 4, 2025 20$385.4M
Ifrah Financial Services, Inc. 0001382646Oct 22, 2025 202$385.8M
MorganRosel Wealth Management, LLC 0001753218Oct 24, 2025 108$385.9M
Hurlow Wealth Management Group, Inc. 0001747749Nov 5, 2025 119$386.1M
Kelly Financial Services LLC 0002023336Oct 15, 2025 114$386.2M
Colony Family Offices, LLC 0001633573Oct 24, 2025 68$386.3M
Detalus Advisors, LLC 0001799677Oct 30, 2025 175$386.3M
Tillman Hartley LLC 0001966355Nov 12, 2025 89$386.3M
Elite Wealth Management, Inc. 0001622757Oct 27, 2025 49$386.4M
Doliver Advisors, LP 0000938077Oct 7, 2025 175$386.5M
Paragon Advisors, LLC 0001799719Nov 3, 2025 77$387.0M
Westmount Partners, LLC 0002051491Oct 14, 2025 244$387.2M
Sherborne Investors Management LP 0001406672Nov 3, 2025 1$387.3M
RFG Holdings, Inc. 0001845210Oct 15, 2025 61$387.6M
Rialto Wealth Management, LLC 0002054966Nov 7, 2025 1,705$387.6M
Thrive Capital Management, LLC 0001845943Oct 28, 2025 171$387.7M
Ironsides Asset Advisors, LLC 0001615135Nov 12, 2025 73$387.8M
RIA Advisory Group LLC 0001958384Dec 1, 2025 148$387.9M
Three Bridge Wealth Advisors, LLC 0001950962Oct 21, 2025 87$387.9M
Nine Ten Capital Management LLC 0001635236Nov 14, 2025 9$388.0M
PSI Advisors, LLC 0001779040Nov 12, 2025 138$388.2M
Bill Few Associates, Inc. 0001914644Oct 16, 2025 201$388.2M
Strategic Family Wealth Counselors, L.L.C. 0001729755Nov 10, 2025 158$388.6M
Global Wealth Strategies & Associates 0001912297Oct 2, 2025 485$388.9M
Whitcomb & Hess, Inc. 0001813577Oct 9, 2025 57$388.9M
Atlantic Edge Private Wealth Management, LLC 0002011145Oct 24, 2025 541$388.9M
Reik & Co., LLC 0001388028Nov 4, 2025 56$389.3M
Trustees of Dartmouth College 0001599404Oct 21, 2025 8$389.3M
Resolute Advisors LLC 0001800217Nov 14, 2025 75$389.5M
ShankerValleau Wealth Advisors, Inc. 0001903273Oct 9, 2025 42$389.6M
Brown, Lisle/Cummings, Inc. 0000014745Oct 10, 2025 760$389.6M
Gator Capital Management, LLC 0001570284Nov 13, 2025 74$390.0M
Mezzasalma Advisors, LLC 0001864916Oct 16, 2025 160$390.7M
Wbi Investments, LLC 0001397424Nov 20, 2025 297$391.1M
Birinyi Associates Inc. 0001079738Oct 29, 2025 57$391.6M
Charles-Lim Capital Ltd 0001634255Nov 13, 2025 7$392.1M
Pacific Center for Financial Services 0001698222Nov 13, 2025 475$392.1M
Aspen Capital Management, LLC 0002065974Nov 4, 2025 81$392.3M
Legacy Capital Group California, Inc. 0001977092Nov 12, 2025 328$392.6M
Scott & Selber, Inc. 0001315269Oct 29, 2025 94$392.6M
WIM INVESTMENT MANAGEMENT Ltd 0002042565Nov 12, 2025 18$393.0M
Weaver Consulting Group 0001780055Nov 12, 2025 264$393.1M
Farringdon Capital, Ltd. 0001750980Nov 13, 2025 430$393.3M
Neumann Advisory Hong Kong Ltd 0001727862Oct 8, 2025 8$393.4M
WP Advisors, LLC 0001697796Oct 22, 2025 121$393.4M
Martin Investment Management, LLC 0001511888Nov 4, 2025 51$393.5M
D.B. Root & Company, LLC 0001731717Nov 6, 2025 182$394.0M
Serenity Capital Management Pte. LTD. 0001934957Nov 13, 2025 8$394.0M
Fermata Advisors, LLC 0001859259Oct 9, 2025 211$394.4M
HWG Holdings LP 0001599390Oct 14, 2025 57$394.6M
Garden State Investment Advisory Services LLC 0001965351Nov 14, 2025 281$395.0M
Sio Capital Management, LLC 0001482416Nov 13, 2025 51$395.2M
Arohi Asset Management PTE Ltd. 0002043756Nov 14, 2025 4$395.2M
Sonnipe Ltd. 0001946733Nov 14, 2025 1$395.3M
Tiger Pacific Capital LP 0001664492Nov 14, 2025 14$395.4M
Ayalon Insurance Comp Ltd. 0001642216Oct 15, 2025 58$395.5M
Astoria Strategic Wealth, Inc. 0001777914Nov 7, 2025 35$395.5M
Diligent Investors, LLC 0001549042Nov 14, 2025 332$395.6M
Franklin, Parlapiano, Turner & Welch, LLC 0001707856Oct 23, 2025 53$395.7M
Mudrick Capital Management, L.P. 0001655183Nov 14, 2025 4$395.8M
BNC Wealth Management, LLC 0001821549Oct 10, 2025 107$396.1M
Atticus Wealth Management, LLC 0001800234Nov 7, 2025 197$396.2M
G2 Capital Management, LLC / Oh 0001910858Nov 6, 2025 70$396.2M
Contrarian Capital Management, L.L.C. 0001050417Nov 13, 2025 36$396.3M
Towle & Co. 0001224014Nov 10, 2025 47$396.4M
Old Port Advisors 0001744348Oct 6, 2025 237$396.8M
Sig Brokerage, LP 0001094429Nov 14, 2025 225$396.8M
Triune Financial Partners, LLC 0002040393Oct 16, 2025 47$397.0M
Forefront Wealth Partners, LLC 0002068112Oct 20, 2025 191$397.3M