13F History

ManagerCIKFiledPositions13F Reported Value
Aspire Private Capital, LLC 0001767340Jul 15, 2026 175$483.7M
Prentice Wealth Management LLC 0001864229Jul 15, 2026 122$484.3M
Global View Capital Management LLC 0001994495Jul 23, 2026 146$484.4M
Wedgewood Partners Inc. 0000859804Aug 14, 2026 18$484.4M
Ashford Advisors, LLC 0001861158Aug 6, 2026 23$484.8M
Field & Main Bank 0001594492Aug 19, 2026 271$484.8M
Crestview Partners IV GP, L.P. 0001818687Aug 13, 2026 2$484.9M
Stephens Greth Foundation 0002107267Aug 12, 2026 4$485.2M
Carlson Capital, L.P. 0001056973Aug 12, 2026 67$485.2M
Waller Financial Planning Group, Inc. 0001736079Jul 7, 2026 78$485.6M
First Wilshire Securities Management Inc. 0000732847Aug 14, 2026 82$485.7M
Vaquero Private Wealth, Ltd. 0002052555Jul 17, 2026 194$485.9M
Berkeley Capital Partners, LLC 0001667694Aug 6, 2026 203$485.9M
Genworth Financial Inc 0001276520Jul 22, 2026 2$486.1M
Smith & Howard Wealth Management, LLC 0001543991Aug 3, 2026 87$486.2M
Vodafone Ventures Ltd 0001855428Aug 4, 2026 1$486.2M
Harvey Capital Management Inc. 0001119032Aug 21, 2026 92$486.2M
Lorne Steinberg Wealth Management Inc. 0001851362Jul 28, 2026 72$486.6M
Proem Advisors LLC 0001842526Aug 11, 2026 34$486.6M
Monetary Management Group Inc. 0001133014Aug 12, 2026 335$486.7M
Wealth Advisory Solutions, LLC 0001834802Jul 24, 2026 150$487.1M
Parisi Gray Wealth Management 0001716659Jul 9, 2026 155$487.2M
Atlantic Edge Private Wealth Management, LLC 0002011145Jul 23, 2026 613$487.3M
Endeavour Capital Advisors Inc. 0001218749Aug 7, 2026 35$487.3M
Lineage Point Capital LP 0002093311Aug 14, 2026 371$487.3M
O'Keefe Stevens Advisory, Inc. 0001780565Jul 13, 2026 81$487.7M
Weaver Consulting Group 0001780055Jul 29, 2026 297$487.7M
von Borstel & Associates, Inc. 0002041065Aug 13, 2026 44$487.7M
Rempart Asset Management Inc. 0001844571Jul 16, 2026 36$487.9M
Retirement Management Systems Inc. 0002110516Jul 21, 2026 55$488.5M
Dunhill Financial, LLC 0001948904Aug 7, 2026 1,617$489.0M
Collective Family Office LLC 0001845066Jul 2, 2026 161$489.1M
Longfellow Investment Management Co. LLC 0001167487Aug 6, 2026 244$489.1M
Montis Financial, LLC 0001844314Aug 6, 2026 152$489.1M
Ancient Art, L.P. 0001426749Aug 14, 2026 16$489.4M
Highline Wealth Partners LLC 0002042654Jul 15, 2026 1,409$489.7M
Waterway Wealth Management, LLC 0001992193Jul 13, 2026 96$489.7M
Timber Creek Capital Management LLC 0001510848Aug 10, 2026 80$489.9M
Marion Wealth Management 0001911097Jul 16, 2026 156$490.2M
Summit Wealth Group, LLC 0001802865Aug 4, 2026 129$490.3M
Fortem Financial Group, LLC 0001766509Jul 20, 2026 188$490.3M
Bulltick Wealth Management, LLC 0001912448Jul 30, 2026 134$490.3M
Morton Community Bank 0002011821Aug 14, 2026 120$491.0M
Bellars Harris Wealth Management, LLC 0002136908Aug 6, 2026 96$491.3M
Cypress Point Wealth Management, LLC 0001825611Jul 17, 2026 142$491.6M
First National Bank & Trust Co. of Newtown 0001339908Aug 6, 2026 156$491.8M
Uniting Wealth Partners, LLC 0002056414Aug 6, 2026 207$492.5M
Pinpoint Asset Management (Singapore) Pte. Ltd. 0002080247Aug 6, 2026 151$492.8M
Fulcrum Capital LLC 0001724090Jul 21, 2026 103$492.9M
Headwater Capital Co Ltd 0002036346Aug 14, 2026 14$493.4M
Dash Acquisitions Inc. 0001745885Aug 13, 2026 72$493.7M
Siemens AG 0000940418Aug 14, 2026 2$493.7M
Benin Management CORP 0001352871Jul 15, 2026 152$493.8M
Augustine Asset Management Inc. 0000778963Jul 13, 2026 121$493.9M
Marathon Capital Management 0001213206Jul 22, 2026 187$493.9M
Maxi Investments CY Ltd 0001838222Aug 13, 2026 72$494.0M
Mars Jewett Financial Group, Inc. 0002079098Aug 14, 2026 46$494.1M
Cary Street Partners Investment Advisory LLC 0001766904Jul 17, 2026 758$494.2M
Fermata Advisors, LLC 0001859259Jul 7, 2026 275$494.5M
Act Two Investors LLC 0001766907Aug 10, 2026 37$494.7M
Fairvoy Private Wealth, LLC 0002046607Jul 17, 2026 200$494.8M
Integris Wealth Management, LLC 0001750852Jul 13, 2026 131$495.2M
Compton Wealth Advisory Group, LLC 0001761044Jul 21, 2026 83$495.4M
Blankinship & Foster, LLC 0001708872Jul 31, 2026 79$495.5M
Ackerman Capital Advisors, LLC 0001699506Jul 30, 2026 119$495.8M
Nvwm, LLC 0001697274Jul 29, 2026 780$496.3M
Petix & Botte Co 0001803255Aug 4, 2026 144$496.8M
Coston, McIsaac & Partners 0001945037Aug 12, 2026 948$497.0M
Monument Capital Management 0001729428Jul 22, 2026 262$497.2M
Alta Fox Capital Management, LLC 0001858353Aug 14, 2026 15$497.2M
Raab & Moskowitz Asset Management LLC 0001616664Jul 28, 2026 193$497.2M
Premier Financial Group 0001989061Sep 21, 2026 234$497.3M
Core Wealth Advisors, Inc. 0001770532Aug 11, 2026 126$497.5M
Capital Management Associates, Inc 0002008851Jul 22, 2026 153$497.5M
Grey Ledge Advisors, LLC 0001660694Jul 27, 2026 248$497.7M
Timothy G. Youngquist 2020 Irrevocable Trust 0002109159Aug 7, 2026 70$498.2M
TRV GP V, LLC 0001990717Aug 10, 2026 3$498.2M
Mezzasalma Advisors, LLC 0001864916Aug 10, 2026 171$498.3M
Bright Rock Capital Management, LLC 0001509973Jul 8, 2026 73$499.1M
Twelve Points Wealth Management LLC 0001877090Aug 7, 2026 213$499.1M
First National Bank of Mount Dora, Trust Investment Services 0001423045Jul 8, 2026 126$499.4M
Intesa Sanpaolo Wealth Management 0002110902Jul 23, 2026 309$499.7M
Brown Capital Management LLC 0000885062Jul 27, 2026 54$500.2M
Trinity Legacy Partners, LLC 0001652529Jul 24, 2026 109$500.4M
Plimoth Trust Co. LLC 0001623678Jul 28, 2026 175$500.8M
Founders Grove Wealth Partners, LLC 0002046157Jul 22, 2026 184$500.9M
Peddock Capital Advisors, LLC 0001597843Jul 22, 2026 165$500.9M
Decagon Asset Management LLP 0001950677Aug 14, 2026 101$501.1M
Planning Project LLC 0002052480Sep 1, 2026 26$501.4M
Wolff Financial Management LLC 0001767940Jul 16, 2026 106$501.5M
CoreCommodity Management, LLC 0001301743Aug 14, 2026 124$501.7M
OAKMONT Corp 0000924171Aug 7, 2026 31$502.5M
Beirne Wealth Consulting Services, LLC 0001697303Jul 15, 2026 102$502.6M
Hollow Brook Wealth Management LLC 0001455251Aug 14, 2026 77$502.7M
WealthBridge Capital Management, LLC 0001767313Jul 24, 2026 235$503.1M
DDFG, Inc 0001967640Jul 28, 2026 91$503.6M
Triangle Securities Wealth Management 0001541353Jul 14, 2026 213$503.7M
JPL Wealth Management, LLC 0002010710Aug 14, 2026 1,876$503.8M
Abound Wealth Management 0001950323Jul 10, 2026 1,361$503.9M
Richard P Slaughter Associates Inc 0001811783Jul 13, 2026 101$504.1M