13F History

ManagerCIKFiledPositions13F Reported Value
Woodson Capital Management, LP 0001697848Nov 14, 2024 33$459.2M
Arlington Trust Co LLC 0001997685Oct 29, 2024 554$459.1M
Sherborne Investors Management LP 0001406672Nov 1, 2024 1$459.1M
Fulcrum Capital LLC 0001724090Oct 22, 2024 109$459.1M
Integrated Investment Consultants, LLC 0001665337Nov 12, 2024 353$459.1M
IPG Investment Advisors LLC 0001602237Nov 13, 2024 175$459.0M
TBH Global Asset Management, LLC 0001787125Nov 4, 2024 230$458.4M
Watts Gwilliam & Co., LLC 0001657733Oct 9, 2024 201$458.3M
Greenspring Advisors, LLC 0001922200Oct 24, 2024 97$458.1M
Tsfg, LLC 0001800513Oct 15, 2024 819$458.1M
Holderness Investments Co. 0001184820Nov 12, 2024 256$458.0M
Ninety One SA (Pty) Ltd 0001491998Nov 12, 2024 75$457.9M
SC&H Financial Advisors, Inc. 0001907898Oct 25, 2024 153$457.7M
Noked Israel Ltd 0001767750Nov 14, 2024 18$457.7M
Cambridge Advisors Inc. 0001633695Oct 23, 2024 170$457.7M
Investors Research Corp 0001730630Nov 12, 2024 973$457.6M
Mfa Wealth Advisors, LLC 0001688184Oct 22, 2024 519$457.4M
Family Firm, Inc. 0001602603Oct 17, 2024 211$456.8M
Edmonds Duncan Registered Investment Advisors, LLC 0001668155Nov 13, 2024 108$456.6M
Cannell Capital LLC 0001058854Feb 11, 2025 48$456.1M
Mountain Capital Investment Advisors Inc. 0001714506Nov 15, 2024 62$455.9M
Austin Wealth Management, LLC 0002003112Oct 28, 2024 118$455.5M
Presima Securities ULC 0001399360Oct 16, 2024 52$455.4M
Catalyst Funds Management Pty Ltd 0001896150Nov 14, 2024 1,268$455.3M
Mattern Wealth Management LLC 0001802376Oct 21, 2024 174$455.0M
VK Services, LLC 0001501927Nov 14, 2024 5$455.0M
LexAurum Advisors, LLC 0001729677Oct 17, 2024 315$455.0M
Pier 88 Investment Partners LLC 0001697366Nov 6, 2024 91$453.9M
M&R Capital Management Inc. 0001057395Oct 2, 2024 581$453.8M
Black Swift Group, LLC 0001704212Nov 6, 2024 116$453.3M
Legacy Financial Strategies, LLC 0001723925Oct 18, 2024 115$453.2M
Key Financial Inc 0001801720Oct 29, 2024 1,351$452.5M
Aspen Grove Capital, LLC 0001806027Nov 13, 2024 205$452.5M
Cornerstone Advisors Asset Management, LLC 0002044324Nov 14, 2024 105$452.4M
Altiora Financial Group, LLC 0001986156Nov 12, 2024 91$452.3M
Liberty Capital Management, Inc. 0001366838Oct 22, 2024 160$452.0M
Aire Advisors, LLC 0001908177Nov 14, 2024 152$452.0M
Correct Capital Wealth Management 0001844835Apr 30, 2025 118$451.7M
SkyOak Wealth, LLC 0001800379Nov 4, 2024 242$451.7M
SMI Advisory Services, LLC 0001609008Oct 7, 2024 56$451.7M
Keenan Capital, LLC 0001647363Nov 14, 2024 9$451.6M
Oak Grove Capital LLC 0001661762Nov 13, 2024 54$451.6M
Sage Rhino Capital LLC 0001771605Nov 1, 2024 278$451.5M
Everhart Financial Group, Inc. 0001852858Nov 4, 2024 316$451.4M
Untitled Investments LP 0001808696Nov 14, 2024 17$451.4M
Bwcp, LP 0001787893Nov 14, 2024 26$451.0M
Covenant Asset Management, LLC 0001697717Nov 12, 2024 141$451.0M
Perkins Coie Trust Co 0001513038Oct 8, 2024 304$450.9M
O'Dell Group, LLC 0001742569Nov 13, 2024 98$450.8M
Patten Group, Inc. 0001633207Oct 8, 2024 243$450.2M
Ar Asset Management Inc. 0001080166Nov 13, 2024 112$450.0M
Groupe Bruxelles Lambert 0001179313Nov 13, 2024 1$449.7M
First National Corp. /Ma/ 0000816192Oct 8, 2024 145$449.6M
Fox Run Management, L.L.C. 0001533457Nov 12, 2024 761$449.4M
Silver Lake Advisory, LLC 0001596055Nov 12, 2024 99$449.3M
Seven Grand Managers, LLC 0001909126Oct 16, 2024 65$448.9M
Fourthstone LLC 0001767803Nov 14, 2024 66$448.8M
Consolidated Portfolio Review Corp 0001972835Oct 24, 2024 309$448.2M
Marino, Stram & Associates LLC 0001099762Oct 21, 2024 168$448.1M
Kirr Marbach & Co. LLC 0000764112Oct 17, 2024 54$447.8M
Goodman Financial Corp 0001382303Nov 13, 2024 59$447.7M
Welch Capital Partners LLC 0001042063Nov 13, 2024 25$447.4M
Grand Jean Capital Management Inc. 0001277158Nov 14, 2024 49$447.1M
WestHill Financial Advisors, Inc. 0001759641Oct 18, 2024 75$445.8M
SilverOak Wealth Management LLC 0001764766Nov 1, 2024 94$445.8M
Knightsbridge Asset Management, LLC 0001332811Nov 14, 2024 118$445.7M
America First Investment Advisors, LLC 0001308778Nov 8, 2024 42$445.6M
Albar Capital Ltd 0001732621Nov 14, 2024 30$445.2M
Harfst & Associates, Inc. 0001649147Oct 18, 2024 95$445.2M
Woodard & Co. Asset Management Group Inc. 0000771118Oct 23, 2024 119$445.1M
Morgan Stanley Institutional Investment Advisors LLC 0002026079Nov 12, 2024 3$445.1M
Triasima Portfolio Management inc. 0001938757Nov 12, 2024 85$444.9M
Fortress Investment Group LLC 0001380393Nov 14, 2024 14$444.9M
Appian Way Asset Management LP 0001795816Nov 14, 2024 29$444.7M
Milestone Asset Management, LLC 0001964722Oct 25, 2024 197$444.6M
EnCap Partners GP, LLC 0001726182Nov 14, 2024 2$444.4M
Community Bank & Trust, Waco, Texas 0001654847Nov 5, 2024 142$444.0M
Satovsky Asset Management LLC 0001807288Oct 18, 2024 55$443.9M
Silverarc Capital Management, LLC 0001816307Nov 14, 2024 68$443.8M
Cedar Mountain Advisors, LLC 0001798986Oct 15, 2024 342$443.6M
Kelly Lawrence W & Associates Inc. 0000920441Nov 14, 2024 172$443.5M
RDST Capital LLC 0001912187Nov 14, 2024 16$443.2M
Impact Partnership Wealth, LLC 0001984555Oct 22, 2024 238$443.2M
AlphaCore Capital LLC 0001713662Nov 12, 2024 247$443.0M
Galibier Capital Management Ltd. 0001765768Oct 25, 2024 43$442.8M
Concord Asset Management, LLC 0002031885Nov 7, 2024 125$442.5M
United Advisor Group, LLC 0002004873Oct 30, 2024 342$442.5M
Independent Solutions Wealth Management, LLC 0001818391Dec 19, 2024 164$442.4M
Blume Capital Management, Inc. 0001587192Oct 29, 2024 352$442.2M
Cutter & CO Brokerage, Inc. 0001406995Oct 25, 2024 218$442.1M
Northwest Investment Counselors, LLC 0001428350Oct 21, 2024 625$441.9M
Iat Reinsurance Co. LTD. 0001633625Nov 8, 2024 72$441.7M
Tyche Wealth Partners LLC 0002004818Oct 25, 2024 288$441.7M
ESL Trust Services, LLC 0001785545Nov 1, 2024 233$441.6M
Towneley Capital Management, Inc / DE 0002004980Oct 8, 2024 39$441.5M
Riversedge Advisors, LLC 0001787663Oct 16, 2024 100$440.9M
First National Bank of Mount Dora, Trust Investment Services 0001423045Oct 30, 2024 137$440.7M
Leonard Rickey Investment Advisors P.L.L.C. 0001731447Oct 15, 2024 109$440.6M
Steginsky Capital LLC 0001120048Nov 12, 2024 7$440.6M
Advantage Alpha Capital Partners LP 0001762344Nov 13, 2024 166$439.4M