13F History

ManagerCIKFiledPositions13F Reported Value
Wealth Group, Ltd. 0002013988Jul 21, 2026 106$400.7M
Absolute Capital Management, LLC 0001817648Jul 24, 2026 162$400.8M
Heritage Wealth Management, Inc. 0001944755Jul 28, 2026 272$400.8M
Cliffwater LLC 0001659851Aug 12, 2026 22$401.7M
Grace & Mercy Foundation, Inc. 0001715783Aug 14, 2026 21$401.7M
BlackBarn Capital Partners LP 0002010204Aug 14, 2026 17$402.2M
Sterling Wealth Management, Inc. 0002011149Jul 30, 2026 116$402.3M
Grandview Asset Management LLC 0001766791Jul 24, 2026 146$402.6M
Manske Wealth Management 0002095143Aug 3, 2026 226$402.7M
Ogorek Anthony Joseph /NY/ 0000714364Aug 7, 2026 715$402.7M
Clean Yield Group 0001525865Aug 5, 2026 395$403.0M
OLIO Financial Planning 0001906766Jul 17, 2026 68$403.1M
Burke & Herbert Bank & Trust Co. 0001101250Aug 7, 2026 246$403.4M
Wbi Investments, LLC 0001397424Aug 11, 2026 286$403.5M
Arcataur Capital Management LLC 0001987321Jul 23, 2026 105$403.5M
McElhenny Sheffield Capital Management, LLC 0001886813Jul 22, 2026 108$403.8M
Proathlete Wealth Management LLC 0002012065Jul 21, 2026 300$404.0M
Butensky & Cohen Financial Security, Inc. 0001632802Jul 10, 2026 99$404.3M
Buckley Wealth Management, LLC 0001730126Aug 7, 2026 104$404.3M
Roberts Glore & Co. Inc. 0001017115Aug 11, 2026 246$404.4M
Equitec Proprietary Markets, LLC 0001143261Jul 20, 2026 53$404.5M
Seaside Wealth Management, Inc. 0001929977Aug 5, 2026 71$404.6M
Walter & Keenan Wealth Management LLC /in/ 0000752365Aug 12, 2026 169$404.6M
Tucker Asset Management LLC 0001870012Aug 27, 2026 430$404.8M
ARK & TLK Investments, LLC 0002013188Jul 20, 2026 126$404.9M
Benchmark Financial Wealth Advisors, LLC 0001757706Jul 17, 2026 145$405.0M
Modus Advisors, LLC 0001799284Aug 3, 2026 118$405.0M
Cisco Systems, Inc. 0000858877Jul 13, 2026 6$405.2M
Headland Capital, LLC 0002056637Jul 29, 2026 64$405.5M
Whitefort Capital Management, LP 0001884931Aug 14, 2026 19$405.7M
Basso Capital Management, L.P. 0001287978Jul 27, 2026 135$405.9M
Tactive Advisors, LLC 0002002409Jul 9, 2026 282$405.9M
Fca Corp. 0001166402Aug 11, 2026 203$406.0M
Warner Group LLC 0002073617Jul 27, 2026 129$406.1M
Bond & Devick Financial Network, Inc. 0001843495Jul 16, 2026 207$406.1M
Kettle Hill Capital Management, LLC 0001387369Aug 14, 2026 35$406.4M
Platinum Investment Management Ltd. 0001256071Aug 13, 2026 85$406.7M
Retirement Financial Solutions, LLC 0001962532Jul 30, 2026 53$406.8M
VELA Investment Management, LLC 0001895612Aug 27, 2026 132$406.8M
Hiddenite Capital Partners LP 0001823823Aug 13, 2026 27$406.9M
Amicus Financial Advisors, LLC 0002113629Jul 20, 2026 95$407.0M
Eq LLC 0001757605Jul 23, 2026 87$407.2M
Inceptionr LLC 0001821561Aug 11, 2026 628$407.4M
Polunin Capital Partners Ltd 0001629869Jul 15, 2026 19$407.4M
Tiff Advisory Services, LLC 0001271347Jul 29, 2026 19$407.9M
Cypress Financial Planning LLC 0001937021Jul 9, 2026 106$408.2M
Sicart Associates LLC 0001696494Aug 11, 2026 74$408.4M
Rooted Wealth Advisors, Inc. 0001963732Jul 28, 2026 149$408.5M
Rock Point Advisors, LLC 0001301540Aug 6, 2026 123$408.9M
Kanen Wealth Management LLC 0001681614Aug 13, 2026 36$409.1M
DKRT Investments Corp. 0002080627Aug 13, 2026 50$409.3M
Ifrah Financial Services, Inc. 0001382646Jul 21, 2026 214$409.5M
Argonautica Private Wealth Management, Inc. 0001931870Jul 28, 2026 182$409.5M
HFR Wealth Management, LLC 0001877822Aug 7, 2026 53$409.7M
Pinnacle Financial Group, LLC / IL 0001905962Jul 30, 2026 117$409.7M
Teramo Advisors, LLC 0001904821Jul 23, 2026 3$409.8M
Strata Wealth Advisors, LLC 0001946237Aug 5, 2026 97$410.0M
Acorn Wealth Advisors, LLC 0001730610Jul 30, 2026 303$410.3M
Henrickson Nauta Wealth Advisors, Inc. 0001903859Jul 9, 2026 118$410.5M
First Washington CORP 0001390043Aug 13, 2026 51$410.5M
Gavilan Investment Partners LLC 0001963404Aug 13, 2026 15$410.8M
Financial Perspectives, Inc 0002003287Jul 24, 2026 728$410.9M
Elevatus Welath Management 0001982776Aug 13, 2026 243$411.1M
Alpine Investment Management Ltd 0001964631Aug 14, 2026 9$411.2M
Accretive Wealth Partners, LLC 0001844444Jul 29, 2026 177$411.2M
MYDA Advisors LLC 0001589689Aug 13, 2026 143$411.3M
Inlet Private Wealth, LLC 0001759751Aug 7, 2026 133$411.3M
Endeavor Private Wealth, Inc. 0001906023Aug 14, 2026 216$411.5M
Prism Advisors, Inc. 0001717027Jul 24, 2026 77$411.6M
Taylor Hoffman Capital Management LLC 0002042493Aug 11, 2026 122$411.6M
McDonald Partners LLC 0001331074Jul 28, 2026 621$411.7M
WealthCare Investment Partners, LLC 0001908462Aug 10, 2026 206$411.7M
Tobam 0001527488Jul 31, 2026 258$411.9M
EntryPoint Capital, LLC 0001992519Aug 13, 2026 768$412.1M
Kiltearn Partners LLP 0001582633Aug 12, 2026 29$412.1M
Hilltop Partners LLC 0001957867Aug 5, 2026 150$412.4M
JRM Investment Counsel, LLC 0001631084Aug 13, 2026 21$413.3M
WP Advisors, LLC 0001697796Jul 29, 2026 119$413.3M
Synergy Investment Management, LLC 0002053786Aug 14, 2026 1,086$413.4M
Siena Capital Partners GP, LLC 0001694886Aug 14, 2026 101$413.4M
BNC Wealth Management, LLC 0001821549Jul 21, 2026 106$413.6M
Vision Retirement, LLC 0002069023Jul 21, 2026 621$413.6M
Hudson Capital Management LLC 0001727342Jul 14, 2026 74$413.6M
RFG - Bristol Wealth Advisors, LLC 0002055104Jul 27, 2026 188$413.6M
Colton Groome Financial Advisors, LLC 0001780330Jul 22, 2026 164$413.6M
Measured Wealth Private Client Group, LLC 0001720235Aug 10, 2026 723$413.7M
Pioneer Wealth Management Group 0001973339Jul 7, 2026 55$413.9M
Phraction Management LLC 0001907803Jul 20, 2026 65$414.1M
Winthrop Capital Management, LLC 0002010657Aug 13, 2026 351$414.1M
Oldfield Partners LLP 0001492815Jul 10, 2026 18$414.8M
KFA Private Wealth Group, LLC 0001800556Jul 28, 2026 150$415.2M
Squire Investment Management Company, LLC 0002031291Jul 28, 2026 89$415.3M
BigSur Wealth Management LLC 0001659171Jul 14, 2026 169$415.5M
Walter Public Investments Inc. 0001925251Aug 5, 2026 53$415.5M
Prasad Wealth Partners, LLC 0002048885Jul 29, 2026 160$415.6M
Capital Wealth Management, LLC 0001730456Jul 9, 2026 39$415.9M
Rosenblum Silverman Sutton S F Inc. 0000918893Aug 13, 2026 80$416.2M
Revisor Wealth Management LLC 0001887409Jul 22, 2026 371$416.2M
Prairie Advisory, LLC 0002144052Jul 20, 2026 144$416.2M
Anchyra Partners LLC 0002107106Jul 23, 2026 350$416.4M