13F History

ManagerCIKFiledPositions13F Reported Value
Tandem Investment Partners LLC 0002056333May 9, 2025 64$101.2M
Fiduciary Advisors, Inc. 0002047030Apr 15, 2025 95$101.3M
Intrinsic Value Partners, LLC 0001910364May 8, 2025 66$101.3M
Riverview Trust Co 0001593600Apr 11, 2025 594$101.3M
Platt Investment Counsel, LLC 0001859195Apr 10, 2025 10$101.3M
University of Pittsburgh - Of the Commonwealth System of Higher Education 0001896071May 7, 2025 1$101.4M
Gladius Capital Management LP 0001540656May 8, 2025 35$101.4M
Hidden Lake Asset Management LP 0001750312May 15, 2025 25$101.4M
Point72 Italy, S.r.l. 0002006887May 15, 2025 24$101.5M
Phil A. Younker & Associates, Ltd. 0002063635Apr 29, 2025 30$101.6M
Jacksonville Wealth Management, LLC 0002048486Apr 16, 2025 60$101.6M
Yunqi Capital Ltd 0001912273Apr 30, 2025 4$101.6M
Armor Advisors, L.L.C. 0001600698May 9, 2025 14$101.6M
Centerpoint Advisory Group 0002054093Apr 22, 2025 94$101.7M
Ridgeline Wealth Planning, LLC 0002013788Apr 30, 2025 35$101.8M
NorthLanding Financial Partners, LLC 0001655982Apr 21, 2025 39$101.8M
Navis Wealth Advisors, LLC 0001849055Apr 23, 2025 105$101.9M
K2 Financial Inc. 0002044711Apr 25, 2025 60$101.9M
Caitlin John, LLC 0002010947May 14, 2025 127$102.0M
Morangie Management LLC 0002056670May 15, 2025 25$102.1M
Alexander Randolph Advisory, Inc. 0000874816May 8, 2025 53$102.1M
Williams & Novak, LLC 0001998419May 15, 2025 127$102.2M
Roxbury Financial LLC 0002054149Apr 9, 2025 349$102.2M
Accordant Advisory Group Inc 0002013499Apr 16, 2025 148$102.3M
NDWM LLC 0001818386May 2, 2025 33$102.3M
Mountain Hill Investment Partners Corp. 0002055557May 2, 2025 177$102.4M
Financial Life Planners 0002053368Apr 23, 2025 83$102.7M
Stonepine Capital Management, LLC 0001440771May 14, 2025 66$102.8M
Comprehensive Financial Planning, Inc. 0002044855May 9, 2025 330$102.8M
RCF Management L.L.C. 0001546773May 14, 2025 1$102.9M
Boyum Wealth Architects LLC 0002068635May 15, 2025 33$102.9M
Golden Bell Financial Planning LLC 0002044309May 6, 2025 34$103.0M
Michael A. Dubis Financial Planning, LLC 0002052271Apr 15, 2025 45$103.0M
Arbor Capital Management Inc. 0001027570Apr 28, 2025 102$103.0M
Sherwood Financial Partners, LLC 0002056427May 13, 2025 8$103.0M
Sparta 24 Ltd. 0001967706May 7, 2025 4$103.0M
DKM Wealth Management, Inc. 0002055833Apr 11, 2025 51$103.1M
Frisco Financial Planning LLC 0002133972May 12, 2026 20$103.2M
Spartan Planning & Wealth Management 0001749283Apr 8, 2025 65$103.2M
Lepercq De Neuflize Asset Management LLC 0001854423May 13, 2025 14$103.3M
Murphy & Mullick Capital Management Corp 0002047271May 14, 2025 688$103.3M
NewGen Asset Management Ltd 0001845012Apr 15, 2025 26$103.3M
Andrew Hill Investment Advisors, Inc. 0001897071Apr 8, 2025 44$103.4M
MY Wealth Management Inc. 0001827845May 6, 2025 26$103.4M
Investidor Profissional Gestao de Recursos Ltda. 0001953154May 9, 2025 20$103.5M
Maxele Advisors, LLC 0002096567Dec 1, 2025 97$103.5M
Summer Road LLC 0001604873May 13, 2025 25$103.6M
AGH Wealth Advisors, LLC 0002061010Apr 11, 2025 119$103.7M
Lakeshore Capital Group, Inc. 0002057465Apr 10, 2025 75$103.7M
Principia Wealth Advisory, LLC 0002041436Apr 11, 2025 852$103.7M
Caerus Investment Advisors, LLC 0001862682Apr 29, 2025 30$103.7M
Twin Lions Management LLC 0002055318May 14, 2025 7$103.9M
Hudson Executive Capital LP 0001652522May 15, 2025 3$103.9M
R.H. Investment Group, LLC 0002048733Apr 28, 2025 30$103.9M
Wealthgarden F.S. LLC 0002023633May 2, 2025 124$104.0M
Benningfield Financial Advisors, LLC 0002053653May 6, 2025 15$104.1M
MJT & Associates Financial Advisory Group, Inc. 0002065777May 7, 2025 479$104.1M
Hudson Portfolio Management LLC 0001847700May 14, 2025 113$104.1M
Avantra Family Wealth, Inc. 0001774744Apr 22, 2025 149$104.2M
Weaver C. Barksdale & Associates, Inc. 0001294588May 14, 2025 62$104.2M
Runnymede Capital Advisors, Inc. 0002054540Apr 22, 2025 298$104.2M
Candelo Capital Management LP 0001845660May 15, 2025 18$104.3M
International Private Wealth Advisors LLC 0002022637Apr 14, 2025 153$104.3M
Ramiah Investment Group 0001566307Apr 30, 2025 50$104.4M
Barrier Capital Management, LLC 0001909089May 13, 2025 14$104.5M
Red Crane Wealth Management, LLC 0001686343May 12, 2025 64$104.5M
Mountaineer Partners Management, LLC 0001730532May 15, 2025 14$104.5M
Sherman Asset Management, Inc. 0001736535Apr 14, 2025 152$104.7M
MFG Wealth Management, Inc. 0002053046Apr 24, 2025 58$104.7M
Mallini Complete Financial Planning LLC 0002049540Apr 24, 2025 59$104.7M
Astra Wealth Partners LLC 0002054825Apr 30, 2025 66$104.7M
US Asset Management LLC 0001882673Apr 29, 2025 122$104.7M
Vitruvian Partners LLP 0001692590May 8, 2025 6$104.8M
Seelaus Asset Management LLC 0001705655May 9, 2025 172$104.9M
Crowley Wealth Management, Inc. 0002055836Apr 16, 2025 416$105.0M
Corepath Wealth Partners LLC 0001845838Apr 25, 2025 30$105.0M
Hauser Brothers GmbH 0001508236May 14, 2025 8$105.0M
Fortitude Financial, LLC 0002066105Jun 11, 2025 31$105.0M
Sunbeam Capital Management, LLC 0002057278May 6, 2025 79$105.1M
Sapphire Ventures, L.P. 0001697665May 14, 2025 5$105.1M
Chesapeake Asset Management LLC 0001079397Jan 5, 2026 517$105.1M
DB Fitzpatrick & Co, Inc 0001885767Apr 21, 2025 98$105.2M
Kropog Financial Group, LLC 0002084205Nov 10, 2025 30$105.2M
Williamson Legacy Group, LLC 0002011965May 8, 2025 102$105.3M
Innovative Advisory Group, LLC 0002156202Sep 23, 2026 242$105.3M
Carbahal Olsen Financial Services Group, LLC 0002052538May 6, 2025 34$105.3M
RK Capital Management, LLC 0001905218Aug 14, 2025 11$105.4M
SwitchPoint Financial Planning, LLC 0002055526Apr 29, 2025 51$105.4M
Wincap Financial LLC 0002064588May 7, 2025 76$105.4M
Pilgrim Partners Asia Pte Ltd 0002012674May 14, 2025 129$105.5M
Persium Advisors, LLC 0002033683Apr 11, 2025 57$105.5M
St. Nicholas Private Asset Management, Inc. 0002054680May 9, 2025 38$105.5M
Brueske Advisory Services, LLC 0001879492Apr 22, 2025 52$105.6M
Bretton Capital Management, LLC 0002043671May 13, 2025 20$105.6M
TFJ Management, LLC 0002056069May 13, 2025 14$105.6M
Cornerstone Select Advisors, LLC 0002055366May 14, 2025 112$105.6M
Aldebaran Capital, LLC 0001448430May 13, 2025 41$105.7M
Retireful, LLC 0001919176Apr 10, 2025 92$105.8M
Jordan Park Trust Co LLC 0002051108May 12, 2025 11$105.9M
Indus Capital Partners, LLC 0001350879May 14, 2025 5$105.9M