13F History

ManagerCIKFiledPositions13F Reported Value
Grey Rock Energy Management, LLC 0002053459Feb 11, 2025 1$357.0M
Annis Gardner Whiting Capital Advisors, LLC 0001998414Feb 12, 2025 776$357.1M
Park Place Capital Corp 0001965810Jan 17, 2025 809$357.2M
Apeiron RIA LLC 0001801846Jan 17, 2025 205$357.4M
Activest Wealth Management 0001883134Jan 28, 2025 1,201$357.7M
Puzo Michael J 0001053914Feb 13, 2025 73$357.7M
Madison Wealth Partners, Inc 0001844424Feb 10, 2025 152$357.8M
Harrell Investment Partners, LLC 0001802882Jan 21, 2025 89$357.9M
B.O.S.S. Retirement Advisors, LLC 0001964810Jan 21, 2025 176$357.9M
Value Aligned Research Advisors, LLC 0001963565Feb 18, 2025 27$358.0M
High Net Worth Advisory Group LLC 0001919142Jan 21, 2025 219$358.0M
Mizuho Bank, Ltd. 0001512734Feb 13, 2025 108$358.1M
Globe Life Inc. 0000320335Feb 27, 2025 2$358.3M
Childress Capital Advisors, LLC 0001849561Jan 24, 2025 215$358.4M
Saraza Management, LP 0001894188Feb 13, 2025 17$358.6M
AXS Investments LLC 0001801467Feb 10, 2025 217$359.2M
Addison Advisors LLC 0001843745Feb 4, 2025 839$359.5M
InvesTrust 0002050848Jan 8, 2025 94$359.6M
Boyd Watterson Asset Management LLC 0001121477Feb 3, 2025 434$359.7M
Berkeley Capital Partners, LLC 0001667694Feb 11, 2025 173$359.8M
Sunflower Bank, N.A. 0001818759Jan 13, 2025 127$359.8M
Tradewinds, LLC. 0001932342Feb 12, 2025 215$359.8M
Okabena Investment Services Inc. 0001157519Feb 12, 2025 115$359.8M
Doliver Advisors, LP 0000938077Jan 6, 2025 157$359.9M
WealthBridge Capital Management, LLC 0001767313Feb 3, 2025 200$360.0M
AMJ Financial Wealth Management 0001801585Feb 6, 2025 82$360.2M
Wolff Financial Management LLC 0001767940Jan 21, 2025 94$360.4M
Crestview Partners III GP, L.P. 0001703027Feb 14, 2025 3$360.5M
Gavilan Investment Partners LLC 0001963404Feb 13, 2025 13$360.6M
Stewardship Advisors, LLC 0001733219Jan 21, 2025 152$360.6M
Xcel Wealth Management, LLC 0001791002Feb 5, 2025 126$360.8M
Landaas & Co. /Wi 0000913990Feb 27, 2025 89$361.2M
Natural Investments, LLC 0001800245Feb 7, 2025 246$361.3M
Alteri Wealth LLC 0002054980Feb 14, 2025 246$361.3M
Seaview Investment Managers LLC 0001832158Feb 13, 2025 107$361.5M
Ifrah Financial Services, Inc. 0001382646Jan 31, 2025 203$361.9M
Warberg Asset Management LLC 0001597506Feb 13, 2025 169$362.1M
NFC Investments, LLC 0001512858Feb 10, 2025 37$362.4M
Copperwynd Financial, LLC 0001687832Feb 10, 2025 136$362.4M
Siena Capital Partners GP, LLC 0001694886Feb 12, 2025 110$362.5M
Hourglass Capital, LLC 0001442573Jan 30, 2025 105$362.6M
Monument Capital Management 0001729428Jan 31, 2025 198$362.6M
Lodge Hill Capital, LLC 0001598245Feb 13, 2025 22$362.7M
Benin Management CORP 0001352871Jan 21, 2025 125$362.8M
BetterWealth, LLC 0001911702Jan 23, 2025 68$363.0M
Fruth Investment Management 0001416856Jan 27, 2025 216$363.1M
Noble Family Wealth, LLC 0001976065Jan 13, 2025 61$363.1M
Aries Wealth Management 0001729515Jan 30, 2025 223$363.2M
Birinyi Associates Inc. 0001079738Feb 4, 2025 58$363.3M
Cincinnati Specialty Underwriters Insurance CO 0001426763Feb 12, 2025 37$363.7M
Founders Financial Alliance, LLC 0001832190Feb 7, 2025 576$363.7M
GFG Capital, LLC 0001638520Jan 30, 2025 113$363.8M
Sollinda Capital Management LLC 0002012034Feb 7, 2025 69$363.8M
Ashton Thomas Securities, LLC 0000771572Feb 11, 2025 259$364.2M
Martin Investment Management, LLC 0001511888Feb 12, 2025 48$364.3M
Cornerstone Wealth Advisors, Inc. 0001862176Jan 21, 2025 52$364.3M
Collective Family Office LLC 0001845066Jan 8, 2025 164$364.5M
Trybe Capital Management LP 0001807902Feb 14, 2025 7$364.6M
Safeguard Investment Advisory Group, LLC 0001846711Feb 14, 2025 117$364.6M
GoalVest Advisory LLC 0001839307Jan 17, 2025 379$364.7M
Grey Fox Wealth Advisors, LLC 0001965362Feb 11, 2025 128$364.7M
Numerai GP LLC 0001668527Feb 14, 2025 389$365.0M
Citizens & Northern Corp. 0000810958Jan 31, 2025 126$365.1M
Monarch Capital Management Inc. 0000938759Jan 15, 2025 114$365.1M
DeDora Capital, Inc. 0001717658Jan 30, 2025 109$365.2M
Paradigm Asset Management Co. LLC 0001034549Feb 3, 2025 508$365.2M
Sciencast Management LP 0001653169Feb 11, 2025 244$365.2M
Evergreen Advisors, LLC 0001762294Feb 5, 2025 20$365.8M
TruNorth Capital Management, LLC 0001639695Feb 4, 2025 374$365.9M
Sanchez Wealth Management Group 0001697740Jan 28, 2025 49$366.0M
Walmart Inc. 0000104169Feb 14, 2025 2$366.0M
MilWealth Group LLC 0001972750Jan 24, 2025 97$366.4M
Paulson Wealth Management Inc. 0001731878Feb 13, 2025 138$366.5M
VestGen Investment Management 0001511739Feb 13, 2025 180$366.5M
Waypoint Wealth Partners Inc. 0001817306Jan 30, 2025 68$366.7M
Arohi Asset Management PTE Ltd. 0002043756Feb 14, 2025 5$366.7M
Clarity Wealth Advisors, LLC 0001767384Jan 28, 2025 94$366.8M
Elevated Capital Advisors, LLC 0001802387Jan 13, 2025 260$367.0M
Tikvah Management LLC 0001606477Feb 13, 2025 24$367.2M
Crumly & Associates Inc. 0001759578Feb 3, 2025 155$367.2M
Madrona Financial Services, LLC 0001578370Jan 17, 2025 110$367.2M
Legacy Wealth Asset Management, LLC 0001846151Jan 15, 2025 348$367.4M
Vickerman Investment Advisors, Inc. 0001898296Feb 11, 2025 67$368.0M
First Wilshire Securities Management Inc. 0000732847Feb 12, 2025 86$368.1M
Milestone Investment Advisors LLC 0001967018Feb 12, 2025 130$368.1M
Builder Investment Group Inc. 0000727117Jan 14, 2025 100$368.3M
E&G Advisors, LLC 0001598550Jan 24, 2025 216$368.4M
Gibbs Wealth Management 0002081110Nov 4, 2025 285$368.6M
Lecap Asset Management Ltd. 0001990849Jan 28, 2025 279$368.9M
Thames Capital Management LLC 0001714267Feb 13, 2025 37$368.9M
Franklin, Parlapiano, Turner & Welch, LLC 0001707856Jan 23, 2025 50$369.5M
Bray Capital Advisors 0001631738Feb 3, 2025 256$369.6M
Crestview Partners IV GP, L.P. 0001818687Feb 14, 2025 2$369.9M
Centric Wealth Management 0001752761Feb 12, 2025 166$370.2M
White Pine Investment CO 0001318259Jan 17, 2025 66$370.2M
Manhattan West Asset Management, LLC 0001904770Feb 13, 2025 132$370.4M
Shulman DeMeo Asset Management LLC 0001767070Jan 15, 2025 118$370.6M
Nordflint Capital Partners Fondsmaeglerselskab A/S 0001815421Sep 4, 2026 1$370.6M
DoubleLine ETF Adviser LP 0001959989Feb 14, 2025 151$370.7M
Shakespeare Wealth Management, LLC 0001658509Feb 13, 2025 100$370.9M