13F History

ManagerCIKFiledPositions13F Reported Value
Riversedge Advisors, LLC 0001787663Jul 16, 2026 315$752.9M
Acorn Financial Advisory Services Inc. 0001018561Jul 20, 2026 223$753.5M
SC&H Financial Advisors, Inc. 0001907898Aug 4, 2026 160$753.8M
Financial Advisory Corp 0001813369Jul 9, 2026 58$754.2M
Stanley Capital Management, LLC 0001518934Aug 14, 2026 37$754.3M
Kinsale Capital Group, Inc. 0001669162Aug 5, 2026 41$754.4M
Founders Financial Alliance, LLC 0001832190Aug 4, 2026 779$754.5M
Hughes Financial Services, LLC 0002054465Jul 20, 2026 1,839$754.5M
Pier Capital, LLC 0001310051Aug 5, 2026 129$754.6M
Academy Capital Management 0001031972Aug 12, 2026 36$756.3M
Matauro, LLC 0002052964Jul 21, 2026 158$756.4M
McLean Asset Management Corp 0001833140Aug 12, 2026 181$756.5M
Sawgrass Asset Management LLC 0001105467Jul 29, 2026 193$757.3M
Xcelsior Advisor Partners LLC 0002110679Aug 14, 2026 452$757.9M
Northwest Wealth Management, LLC 0001695344Jul 13, 2026 265$758.1M
Alvarez & Marsal Private Wealth Partners, LLC 0002109121Aug 14, 2026 107$758.6M
Hoey Investments, Inc. 0001799544Jul 27, 2026 453$758.7M
Fourpath Capital Management, LLC 0001894484Jul 22, 2026 227$758.8M
Rollins Financial Advisors, LLC 0001884018Aug 4, 2026 168$759.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0001599719Aug 6, 2026 41$759.1M
Keating Financial Advisory Services, Inc. 0002103443Aug 11, 2026 2,608$759.6M
Horst & Graben Wealth Management LLC 0001818207Jul 22, 2026 205$760.2M
Dean Investment Associates, LLC 0000846797Aug 14, 2026 193$760.8M
Biltmore Family Office, LLC 0001731123Aug 12, 2026 333$760.9M
Westside Investment Management, Inc. 0001538383Jul 27, 2026 1,446$761.3M
Knightsbridge Asset Management, LLC 0001332811Aug 13, 2026 303$761.8M
Schnieders Capital Management, Llc. 0002057056Jul 24, 2026 246$761.8M
Ironwood Investment Counsel, LLC 0001330463Aug 6, 2026 267$762.2M
Sentinel Pension Advisors, LLC 0001802290Jul 23, 2026 147$762.3M
United Capital Management of KS, Inc. 0001753219Aug 5, 2026 97$762.7M
B & T Capital Management DBA Alpha Capital Management 0001450935Aug 7, 2026 128$762.9M
Adams Natural Resources Fund, Inc. 0000216851Jul 22, 2026 51$762.9M
Kelman-Lazarov, Inc. 0001672067Aug 10, 2026 154$763.3M
Essex Investment Management Co. LLC 0000201772Aug 6, 2026 306$763.4M
JBF Capital, Inc. 0001483864Aug 13, 2026 98$763.6M
Cornerstone Advisors Asset Management, LLC 0002044324Aug 11, 2026 133$764.7M
Clearstead Trust, LLC 0001708001Aug 6, 2026 970$765.0M
Cigna Investments Inc. 0000049969Jul 21, 2026 480$765.3M
NetEase, Inc. 0001110646Aug 13, 2026 2$765.4M
Hendershot Investments Inc. 0001541496Aug 12, 2026 134$765.5M
Crews Bank & Trust 0002052279Jul 16, 2026 662$766.0M
Independent Solutions Wealth Management, LLC 0001818391Jul 29, 2026 194$766.3M
Albar Capital Partners LLP 0002034565Aug 14, 2026 38$766.8M
Nexus Investment Management ULC 0001476329Jul 20, 2026 72$766.9M
Enclave Advisors LLC 0001836110Jul 14, 2026 127$767.3M
Strategic Point Investment Advisors, LLC 0001295044Jul 8, 2026 36$767.5M
Camden National Bank 0001697855Jul 31, 2026 184$767.5M
Arkansas Financial Group, Inc. 0000764611Jul 20, 2026 97$767.6M
Manchester Capital Management LLC 0001393389Aug 13, 2026 1,313$768.4M
South Street Advisors LLC 0001399706Aug 5, 2026 84$768.7M
Chescapmanager LLC 0001697162Aug 14, 2026 21$770.0M
XXEC, Inc. 0001828822Aug 17, 2026 23$770.1M
FJ Capital Management LLC 0001599170Aug 14, 2026 120$770.4M
Human Investing LLC 0001767513Jul 21, 2026 105$771.1M
Silverback Asset Management LLC 0001278960Aug 13, 2026 54$771.5M
Glendon Capital Management LP 0001604350Aug 12, 2026 26$772.6M
Cim, LLC 0001364725Aug 13, 2026 169$773.2M
Pembroke Management, LTD 0001063497Aug 13, 2026 100$773.7M
Covington Investment Advisors Inc. 0001569036Aug 13, 2026 73$773.9M
Ally Financial Inc. 0000040729Aug 13, 2026 131$775.0M
Trifecta Capital Advisors, LLC 0001962615Aug 3, 2026 493$776.3M
Round Rock Advisors LLC 0001846991Aug 12, 2026 318$776.4M
Marquette Asset Management, LLC 0001395067Jul 9, 2026 830$776.4M
Affinity Wealth Management LLC 0000810672Jul 22, 2026 113$776.4M
SilverOak Wealth Management LLC 0001764766Jul 29, 2026 126$776.5M
Northstar Group, Inc. 0001631408Aug 3, 2026 168$777.0M
Thrive Wealth Management, LLC 0001847610Jul 7, 2026 254$777.1M
Alpine Bank Wealth Management 0001974910Aug 7, 2026 404$779.5M
PenderFund Capital Management Ltd. 0001706164Aug 17, 2026 231$780.1M
North Growth Management Ltd. 0001745796Jul 22, 2026 48$780.2M
Summit Asset Management, LLC 0001509974Aug 6, 2026 183$780.4M
Qsemble Capital Management, LP 0001766159Aug 3, 2026 371$780.6M
Asio Capital, LLC 0001803291Jul 17, 2026 109$780.9M
Hudock, Inc. 0001543536Jul 31, 2026 217$781.1M
Summit Financial Wealth Advisors, LLC 0001632283Jul 15, 2026 225$782.0M
Pasadena Private Wealth, LLC 0001760578Aug 11, 2026 269$782.1M
Longbow Finance SA 0001965552Jul 29, 2026 59$782.1M
Globeflex Capital L P 0000921531Aug 12, 2026 394$782.6M
Chatham Capital Group, Inc. 0001108969Jul 13, 2026 200$783.0M
Lee Financial Co 0001391166Jul 22, 2026 162$783.1M
Topsail Wealth Management, LLC 0002056627Aug 13, 2026 297$783.3M
CFM Wealth Partners LLC 0001801097Aug 7, 2026 149$783.3M
TT International Asset Management LTD 0001809187Jul 7, 2026 49$783.3M
8VC Opportunities GP II, LLC 0001866724Aug 14, 2026 3$784.0M
Harraden Circle Investments, LLC 0001910592Aug 14, 2026 236$784.1M
Horizon Wealth Management, LLC 0001815123Aug 6, 2026 148$784.5M
Almanack Investment Partners, LLC. 0001680613Jul 30, 2026 321$784.7M
Gratus Wealth Advisors, LLC 0002022161Jul 20, 2026 138$785.5M
Madison Wealth Partners, Inc 0001844424Aug 12, 2026 292$785.9M
Tobias Financial Advisors, Inc. 0001802080Aug 25, 2026 147$787.3M
Arlington Financial Advisors, LLC 0001716539Jul 22, 2026 107$787.5M
IFC Advisors LLC 0002053348Aug 5, 2026 179$787.6M
Wellington Shields Capital Management, LLC 0001506071Aug 10, 2026 334$788.4M
KPP Advisory Services LLC 0001989349Jul 24, 2026 361$789.1M
Titan Global Capital Management USA LLC 0001845930Aug 13, 2026 78$789.5M
First Hawaiian Bank 0000764106Jul 13, 2026 91$789.5M
Colonial Trust Co / SC 0001954093Aug 11, 2026 1,135$789.7M
Baron Silver Stevens Financial Advisors, LLC 0001851395Jul 31, 2026 140$790.6M
Financial Solutions Advisory Group, Inc. 0002135269Jul 13, 2026 177$790.9M
Kemnay Advisory Services Inc. 0001555283Aug 14, 2026 1,169$791.5M