13F History

ManagerCIKFiledPositions13F Reported Value
Shikiar Asset Management Inc. 0001058022Oct 14, 2025 102$397.5M
Dagco, Inc. 0001767343Oct 27, 2025 362$397.7M
Nikulski Financial, Inc. 0001729847Nov 5, 2025 153$398.0M
Mason & Associates, LLC 0001895045Nov 4, 2025 41$398.3M
Leading Edge Financial Planning LLC 0001967205Nov 12, 2025 63$398.4M
Prostatis Group LLC 0001649186Nov 4, 2025 165$399.0M
Van Den Berg Management I, Inc. 0001142062Nov 14, 2025 106$399.2M
Firetrail Investments PTY Ltd. 0001943822Nov 5, 2025 28$399.3M
Abound Wealth Management 0001950323Oct 10, 2025 1,359$399.5M
Kimmeridge Energy Management Company, LLC 0001706220Nov 14, 2025 3$399.8M
Monument Capital Management 0001729428Oct 14, 2025 226$400.0M
Factor Wealth Management LTD 0002055816Oct 17, 2025 159$400.1M
MSA Advisors, LLC 0001040410Nov 14, 2025 30$400.2M
Globe Life Inc. 0000320335Nov 7, 2025 2$400.2M
Frontier Asset Management, LLC 0001910146Oct 29, 2025 74$400.4M
Kelleher Financial Advisors 0001507971Nov 14, 2025 658$400.4M
Montanaro Asset Management Ltd 0001831133Nov 13, 2025 41$400.4M
Hill Island Financial LLC 0001909798Nov 7, 2025 76$400.6M
Eldred Rock Partners, LLC 0001984180Oct 21, 2025 30$401.0M
Operose Advisors LLC 0001909750Nov 12, 2025 444$401.2M
Twelve Points Wealth Management LLC 0001877090Oct 22, 2025 191$401.4M
Outlook Wealth Advisors, LLC 0001767151Oct 30, 2025 290$401.4M
Northeast Financial Group, Inc. 0001965773Nov 10, 2025 84$401.6M
Sentry LLC 0002004474Oct 22, 2025 125$401.7M
Goodman Advisory Group, LLC 0001864123Nov 13, 2025 196$401.8M
Elevated Capital Advisors, LLC 0001802387Nov 13, 2025 257$402.2M
Uncommon Cents Investing LLC 0001729754Oct 16, 2025 207$402.2M
Arjuna Capital 0001703208Nov 4, 2025 106$402.3M
Milestone Investment Advisors LLC 0001967018Nov 14, 2025 125$402.5M
Natural Investments, LLC 0001800245Oct 10, 2025 238$402.5M
MBM Wealth Consultants, LLC 0001762068Oct 31, 2025 108$402.7M
Safeguard Investment Advisory Group, LLC 0001846711Nov 13, 2025 150$403.1M
Sector Gamma As 0001475373Oct 31, 2025 41$403.3M
H/2 Credit Manager LP 0001813784Nov 14, 2025 17$403.5M
Citizens & Northern Corp. 0000810958Oct 24, 2025 121$403.5M
Dodds Wealth, LLC 0001973728Nov 12, 2025 60$403.8M
Cisco Systems, Inc. 0000858877Oct 10, 2025 3$403.9M
Wilson Asset Management (international) PTY Ltd. 0001914472Nov 6, 2025 41$404.2M
VK Services, LLC 0001501927Nov 14, 2025 3$404.3M
Soros Capital Management LLC 0001748240Nov 14, 2025 60$404.5M
NatWest Group plc 0000844150Oct 8, 2025 39$404.6M
DAFNA Capital Management LLC 0001389933Nov 14, 2025 75$404.8M
Cordgrass Capital Advisors, LLC 0001912040Nov 4, 2025 255$404.8M
Balance Wealth Partners LLC 0002065247Oct 20, 2025 133$404.8M
Meridian Investment Counsel Inc. 0001427351Oct 23, 2025 233$404.9M
Groupe Bruxelles Lambert 0001179313Dec 17, 2025 1$404.9M
Peterson Wealth Services 0001906799Nov 4, 2025 216$405.2M
Aspire Capital Advisors LLC 0001906014Nov 6, 2025 116$405.4M
RDA Financial Network 0001774086Oct 8, 2025 257$405.5M
Prentice Wealth Management LLC 0001864229Oct 9, 2025 112$405.6M
Aquire Wealth Advisors, LLC 0001745945Oct 17, 2025 49$406.0M
New York Life Insurance Co. 0000071633Nov 4, 2025 5$406.0M
Hilltop National Bank 0002021658Oct 8, 2025 794$406.1M
Kentucky Farm Bureau Mutual Insurance Co 0002131132May 15, 2026 58$406.1M
J.H. Whitney Equity Partners VII, LLC 0001567459Nov 6, 2025 1$406.6M
Summit Wealth & Retirement Planning, Inc. 0001766995Nov 4, 2025 106$406.9M
AllGen Financial Advisors, Inc. 0001964809Oct 29, 2025 42$407.0M
Chapin Davis, Inc. 0000872098Oct 9, 2025 247$407.3M
Redmond Asset Management, LLC 0001567890Nov 10, 2025 198$407.3M
Burt Wealth Advisors 0001612041Nov 5, 2025 115$407.3M
Silverlake Wealth Management LLC 0001966026Oct 28, 2025 343$407.4M
Engaged Capital LLC 0001559771Nov 14, 2025 9$407.6M
Spectrum Financial Alliance Ltd LLC 0001566531Nov 14, 2025 24$407.6M
Monarch Capital Management Inc. 0000938759Oct 20, 2025 122$407.9M
Birnam Oak Advisors, LP 0001997245Nov 14, 2025 29$407.9M
HighVista Strategies LLC 0001335325Nov 14, 2025 148$408.0M
Avalon Capital Management 0001510809Oct 22, 2025 133$408.0M
Greencape Capital Pty Ltd 0001731029Nov 5, 2025 3$408.1M
Atlas Private Wealth Advisors 0001814234Nov 4, 2025 135$408.2M
Prudent Investors Network, Inc. 0001766005Nov 13, 2025 68$408.3M
BigSur Wealth Management LLC 0001659171Oct 14, 2025 158$408.3M
NovaPoint Capital, LLC 0001815025Oct 17, 2025 145$408.7M
Atlanta Consulting Group Advisors, LLC 0002019038Nov 5, 2025 144$408.7M
Headwater Capital Co Ltd 0002036346Nov 12, 2025 17$408.8M
Lisanti Capital Growth, LLC 0001424467Nov 4, 2025 105$408.8M
Capital City Trust Co. 0001095836Oct 27, 2025 113$408.9M
Quarry LP 0001965207Nov 14, 2025 2,103$409.3M
Brave Asset Management Inc. 0001085867Oct 21, 2025 168$409.4M
SWS Partners 0001731731Oct 16, 2025 121$409.7M
Midwest Professional Planners, LTD. 0001730575Nov 4, 2025 148$409.9M
Neo Ivy Capital Management 0001727783Nov 12, 2025 374$410.2M
MilWealth Group LLC 0001972750Nov 3, 2025 68$410.3M
HGC Investment Management Inc. 0001711200Nov 14, 2025 124$410.5M
Tradewinds, LLC. 0001932342Oct 29, 2025 210$410.6M
Ballast, Inc. 0001730477Nov 7, 2025 132$410.7M
Old Mission Investment Co LLC 0002149839Sep 16, 2026 135$410.9M
Kraft, Davis & Associates, LLC 0001919438Nov 5, 2025 146$411.0M
Integris Wealth Management, LLC 0001750852Oct 15, 2025 120$411.0M
Periscope Capital Inc. 0001695320Nov 13, 2025 273$411.1M
Sunflower Bank, N.A. 0001818759Oct 10, 2025 148$411.1M
Carderock Capital Management Inc. 0001168889Oct 17, 2025 72$411.3M
Roof Eidam Maycock Peralta, LLC 0001028874Oct 27, 2025 127$411.3M
Legacy Wealth Asset Management, LLC 0001846151Oct 14, 2025 359$411.5M
Progressive Investment Management Corp 0001353318Nov 5, 2025 55$411.6M
Halter Ferguson Financial Inc. 0001842665Oct 9, 2025 31$411.9M
Davis-Rea LTD. 0001482171Oct 28, 2025 58$412.0M
Dumont & Blake Investment Advisors LLC 0001287618Oct 17, 2025 207$412.4M
VR Advisory Services Ltd 0001348145Nov 14, 2025 36$412.4M
Winmill & Co. Inc. 0000052234Nov 13, 2025 55$412.4M
Kelly Lawrence W & Associates Inc. 0000920441Nov 14, 2025 160$412.6M