13F History

ManagerCIKFiledPositions13F Reported Value
Inspire Investing, LLC 0001670139Jan 17, 2025 824$893.6M
Randolph Co Inc 0001475150Feb 14, 2025 45$894.8M
American National Bank & Trust 0001272164Jan 15, 2025 517$895.3M
Suncoast Equity Management 0001315059Feb 3, 2025 76$895.8M
Silicon Valley Capital Partners 0001673633Jan 29, 2025 315$896.5M
Falcon Wealth Planning 0001839850Jan 22, 2025 161$897.1M
SOL Capital Management CO 0001339270Jan 23, 2025 306$898.1M
PPSC Investment Service Corp 0001964389Jan 30, 2025 6$899.3M
Freedom Together Foundation 0002002798Feb 14, 2025 22$900.1M
Sora Investors LLC 0001894532Feb 14, 2025 66$900.6M
MHR Fund Management LLC 0001277742Feb 14, 2025 9$904.4M
CCM Investment Advisers LLC 0000931097Jan 10, 2025 75$904.8M
Mangrove Partners Im, LLC 0001535392Feb 14, 2025 154$905.0M
Middleton & Co. Inc. 0000919497Feb 5, 2025 158$905.1M
Sonnipe Ltd. 0001946733Feb 11, 2025 3$905.6M
Summit Financial Strategies, Inc. 0001625246Jan 22, 2025 148$906.0M
Banc Funds Co. LLC 0001029311Feb 13, 2025 121$906.6M
WT Asset Management Ltd 0001780365Jan 27, 2025 40$907.0M
Marble Harbor Investment Counsel, LLC 0001387130Feb 7, 2025 206$907.2M
Stonebridge Financial Group, LLC 0002009367Jan 29, 2025 834$907.3M
West Coast Financial LLC 0001511985Jan 15, 2025 165$907.6M
CapWealth Advisors, LLC 0001531809Jan 30, 2025 100$907.8M
ICICI Prudential Asset Management Co Ltd 0001697850Feb 3, 2025 160$909.1M
SG Capital Management LLC 0001510099Feb 14, 2025 52$909.1M
FPR Partners LLC 0001546190Feb 14, 2025 11$910.1M
Sawgrass Asset Management LLC 0001105467Jan 29, 2025 171$911.0M
Allen Holding Inc. 0000919489Feb 10, 2025 14$911.8M
Van Cleef Asset Management,Inc 0001482935Feb 5, 2025 119$912.3M
L & S Advisors Inc 0001392364Feb 12, 2025 334$912.3M
Carret Asset Management, LLC 0000791490Feb 10, 2025 283$913.0M
CastleKnight Management LP 0001835751Feb 14, 2025 318$913.0M
Aveo Capital Partners, LLC 0001576584Jan 30, 2025 337$913.1M
Twin Capital Management Inc. 0001059187Feb 13, 2025 298$913.2M
Miller Investment Management, LP 0001407382Feb 13, 2025 100$913.6M
Longbow Finance SA 0001965552Feb 4, 2025 72$915.1M
Matrix Asset Advisors Inc. 0001016287Jan 22, 2025 110$915.7M
Diversified Portfolios, Inc. 0001634212Jan 29, 2025 146$916.9M
CCM Investment Group, LLC 0002067069May 13, 2025 208$917.0M
Richard C. Young & CO., LTD. 0001387304Jan 28, 2025 87$917.9M
Penn Davis McFarland Inc. 0001108893Jan 16, 2025 81$918.8M
Voya Financial Advisors, Inc. 0001424367Feb 14, 2025 218$919.3M
Berkshire Money Management, Inc. 0001535172Jan 27, 2025 86$919.8M
Certuity, LLC 0001800752Jan 29, 2025 383$920.7M
Maplelane Capital, LLC 0001512173Feb 14, 2025 59$920.9M
Royal Fund Management, LLC 0001810099Jan 16, 2025 235$921.2M
WFM ASIA (BVI) Ltd 0001632574Feb 13, 2025 7$921.3M
Certified Advisory Corp 0001731732Jan 15, 2025 297$921.4M
Sagefield Capital LP 0001771179Feb 14, 2025 90$921.8M
Integrity Alliance, Llc. 0001352260May 8, 2025 215$922.7M
Liberty One Investment Management, LLC 0001807328Jan 16, 2025 148$923.0M
American Securities LLC 0001475483Feb 14, 2025 1$923.1M
Clear Creek Financial Management, LLC 0001784235Jan 24, 2025 468$925.2M
Rockwood Wealth Management, LLC 0001983670Jan 21, 2025 98$926.1M
Crake Asset Management LLP 0001789082Feb 14, 2025 9$926.9M
Beacon Financial Group 0001591379Jan 29, 2025 323$929.1M
LVM Capital Management Ltd. 0001053054Jan 10, 2025 155$929.8M
Webster Bank, N. A. 0001105837Jan 22, 2025 569$931.0M
Liberty 77 Capital L.P. 0001905374Feb 12, 2025 4$932.3M
Quantum Capital Management, LLC / NJ 0001513125Feb 12, 2025 31$932.6M
Ironvine Capital Partners, LLC 0001730478Feb 14, 2025 47$933.3M
Optimus Prime Fund Management Co., Ltd. 0001732539Feb 14, 2025 22$933.8M
Nilsine Partners, LLC 0001913043Jan 22, 2025 363$934.0M
Kopernik Global Investors, LLC 0001599814Feb 13, 2025 26$935.1M
Estate Counselors, LLC 0001559832Feb 14, 2025 101$935.4M
MV Capital Management, Inc. 0001633366Feb 12, 2025 1,031$936.2M
Stokes Family Office, LLC 0001802278Feb 11, 2025 244$936.4M
Telos Capital Management, Inc. 0001567889Jan 27, 2025 197$937.6M
Private Capital Management, LLC 0001588456Feb 14, 2025 126$938.1M
Tucker Asset Management LLC 0001870012Feb 12, 2025 1,601$938.9M
Tower Bridge Advisors 0001278249Feb 5, 2025 193$939.0M
PSG Equity L.L.C. 0001865991Feb 6, 2025 1$941.0M
Strategic Investment Advisors / MI 0001760540Jan 22, 2025 237$941.5M
MMBG Investment Advisors Co. 0001765876Feb 14, 2025 158$941.6M
Landscape Capital Management, L.L.C. 0001536186Feb 12, 2025 705$942.7M
Barton Investment Management 0001387818Jan 27, 2025 48$942.8M
Salomon & Ludwin, LLC 0001766156Jan 30, 2025 720$943.9M
Naya Capital Management UK Ltd. 0001665012Feb 14, 2025 5$944.3M
Madison Avenue Partners, LP 0001801265Feb 14, 2025 15$944.4M
Scopia Capital Management LP 0001279150Feb 14, 2025 32$945.4M
Soundwatch Capital LLC 0001803253Feb 13, 2025 36$945.7M
Moss Adams Wealth Advisors LLC 0001661245Jan 15, 2025 208$946.2M
Tortoise Investment Management, LLC 0001599511Aug 7, 2025 861$947.2M
Bank of Nova Scotia Trust Co. 0001335382Feb 13, 2025 131$947.3M
Moneco Advisors, LLC 0001765690Aug 15, 2025 465$947.8M
Retirement Investment Advisors, Inc. 0001957886Feb 12, 2025 62$948.3M
Waterloo Capital, L.P. 0001730942Feb 13, 2025 363$948.9M
Nadler Financial Group, Inc. 0001541787Jan 24, 2025 128$949.4M
Cornerstone Capital, Inc. 0000819535Feb 13, 2025 101$949.8M
Rock Creek Group LLC 0001484067Feb 12, 2025 45$950.7M
SeaCrest Wealth Management, LLC 0001728121Jan 14, 2025 655$951.2M
W.G. Shaheen & Associates DBA Whitney & Co 0001577001Feb 4, 2025 130$952.3M
Tremblant Capital Group 0001353312Feb 14, 2025 44$953.1M
Denali Advisors LLC 0001142941Feb 4, 2025 271$954.0M
One Day In July LLC 0001823172Feb 3, 2025 133$954.0M
Siemens Fonds Invest GmbH 0001856637Mar 4, 2025 322$954.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0000885415Jan 15, 2025 162$954.4M
12 West Capital Management LP 0001540531Feb 13, 2025 16$954.6M
German American Bancorp, Inc. 0000714395Feb 13, 2025 123$955.0M
Knollwood Investment Advisory, LLC 0001999346Feb 14, 2025 353$955.9M
Asset Advisors Investment Management, LLC 0001756695Feb 4, 2025 107$956.0M