13F History

ManagerCIKFiledPositions13F Reported Value
State of Wyoming 0001821626Feb 14, 2025 1,588$783.9M
Altfest L J & Co. Inc. 0000712050Feb 7, 2025 326$784.1M
McIlrath & Eck, LLC 0001701714Feb 18, 2025 973$784.4M
Atlas Capital Advisors Inc. 0001434165Feb 12, 2025 927$785.8M
Opus Capital Group, LLC 0001330325Jan 31, 2025 120$787.4M
Cabot Wealth Management Inc. 0001016683Feb 4, 2025 128$787.5M
Nottingham Advisors, Inc. 0001093276Feb 12, 2025 130$788.2M
Planning Center, Inc. 0001910966Jan 23, 2025 68$788.3M
Pekin Hardy Strauss, Inc. 0001020317Feb 4, 2025 359$788.3M
Sloy Dahl & Holst, LLC 0001690295Jan 27, 2025 109$788.5M
Mufg Securities Americas Inc. 0000867626Feb 14, 2025 512$788.9M
Linden Thomas Advisory Services, LLC 0001965702Jan 21, 2025 469$789.0M
1834 Investment Advisors Co. 0001138486Jan 21, 2025 210$789.9M
DiNuzzo Private Wealth, Inc. 0001994563Jan 23, 2025 1,413$790.0M
Barlow Wealth Partners, LLC 0001999928Jan 17, 2025 136$790.2M
Portland Global Advisors LLC 0001504941Feb 12, 2025 134$790.2M
OLP CAPITAL MANAGEMENT Ltd 0001738126Feb 14, 2025 7$790.3M
Sone Capital Management, LLC 0002026215Feb 14, 2025 113$790.4M
Alley Investment Management Company, LLC 0001917618Feb 6, 2025 84$790.6M
Financial Management Professionals, Inc. 0001568132Jan 15, 2025 984$791.1M
Jackson Thornton Wealth Management, LLC 0001903880Feb 11, 2025 87$791.2M
Professional Advisory Services Inc. 0000894205Jan 15, 2025 78$791.7M
Trivium Point Advisory, LLC 0001766564Feb 13, 2025 338$792.1M
Romano Brothers and Company 0000200648Jan 16, 2025 302$792.4M
Capital Advisors, Ltd. LLC 0001597878Feb 4, 2025 1,537$793.3M
Red Cedar Investment Management, LLC 0001734398Jan 30, 2025 76$795.9M
Institute for Wealth Management, LLC. 0001533954Jan 23, 2025 505$796.4M
Spirepoint Private Client, LLC 0002022908Jan 27, 2025 220$797.9M
HCR Wealth Advisors 0001697715Jan 14, 2025 228$798.2M
Lodestar Private Asset Management LLC 0001963040Jan 28, 2025 212$799.7M
Divisadero Street Capital Management, LP 0001901865Feb 14, 2025 81$799.9M
Global X Japan Co., Ltd. 0002027450Jan 28, 2025 276$800.6M
Oaktop Capital Management Ii, L.P. 0001550660Feb 14, 2025 15$800.8M
Counterpoint Mutual Funds LLC 0001698461Feb 10, 2025 274$801.1M
Bedrijfstakpensioenfonds Voor DE Media Pno 0001274196Jan 17, 2025 40$801.7M
Pembroke Management, LTD 0001063497Jan 31, 2025 60$802.0M
Southernsun Asset Management, LLC 0001089755Feb 14, 2025 30$802.7M
Strategies Wealth Advisors, LLC 0001976435Feb 13, 2025 124$802.9M
PKO Investment Management Joint-Stock Co 0002059321Mar 13, 2025 156$803.5M
Cutler Investment Counsel LLC 0001285973Jan 31, 2025 128$803.8M
Graves Light Lenhart Wealth, Inc. 0001759803Jan 14, 2025 185$804.4M
Abner Herrman & Brock LLC 0001038661Jan 24, 2025 52$804.9M
Atom Investors LP 0001738902Feb 14, 2025 481$805.0M
Financial Synergies Wealth Advisors, Inc. 0002017868Jan 28, 2025 73$806.2M
WNY Asset Management, LLC 0001803296Feb 21, 2025 219$806.6M
Root Financial Partners, LLC 0001977181Jan 30, 2025 214$806.6M
KWB Wealth 0001822236Jan 14, 2025 141$806.9M
Stillwater Capital Advisors, LLC 0001482970Jan 16, 2025 69$808.5M
Rossmore Private Capital 0001733082Feb 13, 2025 233$808.9M
Nemes Rush Group LLC 0001982273Feb 12, 2025 726$808.9M
Fiducient Advisors LLC 0001729866Feb 13, 2025 142$809.9M
Anson Funds Management LP 0001491072Feb 14, 2025 127$809.9M
Parkwood LLC 0001597823Feb 14, 2025 85$812.3M
CKW Financial Group 0001600403Jan 22, 2025 250$812.7M
Silchester International Investors LLP 0001506409Jan 17, 2025 4$812.8M
DDD Partners, LLC 0001729673Jan 31, 2025 98$813.7M
Daido Life Insurance Co. 0001173460Feb 7, 2025 6$815.0M
Southeast Asset Advisors, LLC 0001390003Feb 13, 2025 167$815.1M
Cypress Capital Group 0001341748Feb 6, 2025 256$815.2M
LVW Advisors, LLC 0001576053Jan 16, 2025 307$816.4M
Allen Capital Group, LLC 0001601384Jan 23, 2025 219$816.5M
Bison Wealth, LLC 0001845251Feb 25, 2025 352$817.1M
Bayesian Capital Management, LP 0001632551Feb 14, 2025 647$817.2M
Awm Capital, LLC 0001806820Feb 5, 2025 94$817.4M
Inspire Advisors, LLC 0001810558Feb 7, 2025 414$817.4M
Sheets Smith Wealth Management 0001157436Jan 17, 2025 375$819.3M
Atlas Venture Life Science Advisors, LLC 0001917529Feb 6, 2025 13$819.7M
Ally Financial Inc. 0000040729Feb 13, 2025 107$820.0M
Maple-Brown Abbott Ltd 0001681596Jan 22, 2025 16$820.0M
RW Investment Management LLC 0001631627Feb 3, 2025 100$820.7M
AWM Investment Company, Inc. 0001535264Feb 18, 2025 87$820.9M
Isthmus Partners, LLC 0001639666Feb 7, 2025 217$822.7M
Invst, LLC 0001867587Feb 19, 2025 247$822.7M
NJ State Employees Deferred Compensation Plan 0001483259Feb 6, 2025 462$822.9M
North of South Capital LLP 0002033334Feb 3, 2025 18$823.4M
KADENSA CAPITAL Ltd 0001720980Feb 14, 2025 51$823.8M
TRUE Private Wealth Advisors 0001667074Feb 13, 2025 224$823.8M
Octavia Wealth Advisors, LLC 0001841259Jan 17, 2025 221$824.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0001058231Feb 4, 2025 73$826.1M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0002011081Feb 18, 2025 52$826.4M
Parthenon LLC 0001088859Feb 3, 2025 123$826.7M
Naviter Wealth, LLC 0001855567Feb 7, 2025 278$829.2M
140 Summer Partners LP 0001820788Feb 14, 2025 17$830.4M
Cooper Financial Group 0001751581Jan 13, 2025 386$830.4M
IMA Advisory Services, Inc. 0001455495Feb 14, 2025 169$830.5M
Savvy Advisors, Inc. 0002003633Feb 13, 2025 450$831.5M
Water Island Capital LLC 0001222765Feb 13, 2025 63$832.3M
Leuthold Group, LLC 0001170152Feb 3, 2025 191$832.6M
Kohmann Bosshard Financial Services, LLC 0001696615Feb 5, 2025 784$833.3M
Winthrop Advisory Group LLC 0001739043Jan 13, 2025 156$833.3M
Bard Financial Services, Inc. 0001850858Jan 6, 2025 209$833.8M
Navellier & Associates Inc. 0000872163Feb 3, 2025 329$834.0M
Onex Canada Asset Management Inc. 0000905790Feb 14, 2025 111$834.2M
Dock Street Asset Management Inc. 0001172779Jan 28, 2025 49$834.7M
Journey Advisory Group, LLC 0001840085Feb 4, 2025 226$835.2M
Glencore plc 0001521365Feb 14, 2025 3$835.6M
Sunriver Management LLC 0001663900Feb 13, 2025 19$835.7M
Caledonia Investments PLC 0001037766Jan 10, 2025 14$836.1M
Wealth Alliance, LLC 0001793904Feb 3, 2025 491$836.3M
Shepherd Financial Partners LLC 0001696628Jan 28, 2025 220$836.3M