13F History

ManagerCIKFiledPositions13F Reported Value
West Michigan Advisors, LLC 0001909879Aug 21, 2026 295$526.1M
Artia Global Partners LP 0001937964Aug 14, 2026 47$526.0M
Stevens Capital Partners 0001965176Aug 10, 2026 157$525.8M
Alongside, LLC 0002113496Aug 14, 2026 190$524.6M
Beacon Bank & Trust 0001831984Aug 3, 2026 160$524.5M
DAFNA Capital Management LLC 0001389933Aug 14, 2026 88$524.4M
49 Wealth Management, LLC 0002022291Aug 18, 2026 189$524.4M
Hedeker Wealth, LLC 0001633910Aug 4, 2026 92$524.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0001794153Aug 7, 2026 174$523.9M
Stieven Capital Advisors, L.P. 0001388279Aug 14, 2026 36$523.9M
Independent Investors Inc. 0001121908Jul 16, 2026 73$523.6M
Silverlake Wealth Management LLC 0001966026Aug 6, 2026 391$523.0M
WealthPLAN Partners, LLC 0001639943Jul 28, 2026 223$522.9M
Newman Dignan & Sheerar, Inc. 0001566493Jul 14, 2026 197$522.8M
Wiser Wealth Management, Inc 0001573263Jul 14, 2026 75$522.7M
Wealth Group Ltd 0002010748Jul 10, 2026 95$522.5M
Rockline Wealth Management, LLC 0002005098Jul 24, 2026 107$522.4M
Archer Investment Corp 0001803804Aug 19, 2026 1,254$522.3M
Adams Wealth Management 0001803084Aug 10, 2026 147$522.3M
Crumly & Associates Inc. 0001759578Jul 8, 2026 194$522.1M
Canton Hathaway, LLC 0001755785Aug 6, 2026 283$521.7M
Legacy Capital Wealth Partners, LLC 0001766228Aug 12, 2026 377$521.4M
Am Investment Strategies LLC 0001818897Jul 16, 2026 114$520.7M
Beverly Hills Private Wealth, LLC 0001965710Aug 7, 2026 249$520.0M
Scissortail Wealth Management, LLC 0001906793Aug 5, 2026 106$519.6M
venBio Partners LLC 0001776382Aug 14, 2026 7$519.4M
Compton Financial Group, LLC 0001844567Aug 12, 2026 84$519.2M
Mindset Wealth Management, LLC 0002044232Aug 4, 2026 191$519.1M
Churchill Financial Advisors, LLC 0002095935Jul 15, 2026 123$519.0M
Wendel SE 0001721938Jul 22, 2026 1$518.9M
Gagnon Securities LLC 0001125725Aug 5, 2026 83$518.8M
MBM Wealth Consultants, LLC 0001762068Jul 24, 2026 123$518.6M
Palo Duro Investment Partners, LP 0001977128Aug 14, 2026 32$518.3M
E&G Advisors, LLC 0001598550Jul 23, 2026 243$517.8M
Cove Private Wealth, LLC 0002015131Jul 31, 2026 207$517.7M
Activest Wealth Management 0001883134Jul 16, 2026 1,477$517.7M
Milestones Administradora de Recursos Ltda. 0001912095Jul 24, 2026 21$517.7M
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 0002137659Aug 11, 2026 12$517.6M
Operose Advisors LLC 0001909750Aug 13, 2026 522$517.5M
Broadleaf Partners, LLC 0001712686Aug 13, 2026 86$516.6M
Dividend Assets Capital, LLC 0001365167Aug 12, 2026 137$516.5M
Prudent Investors Network, Inc. 0001766005Aug 13, 2026 87$516.3M
Summit Securities Group LLC 0001531593Aug 3, 2026 910$516.3M
Searchlight Capital Partners, L.P. 0001697030Aug 14, 2026 1$515.9M
Simcoe Capital Management, LLC 0001633362Aug 14, 2026 14$515.4M
Vickerman Investment Advisors, Inc. 0001898296Aug 14, 2026 100$515.1M
Curtis Advisory Group, LLC 0001664656Jul 29, 2026 117$514.9M
Benedict Financial Advisors Inc. 0000711089Jul 16, 2026 142$514.7M
Total Clarity Wealth Management, Inc. 0001804909Jul 23, 2026 361$514.6M
Leverty Financial Group, LLC 0001908386Jul 10, 2026 49$514.1M
Entrust Global Partners L L C 0001080818Aug 14, 2026 4$514.1M
Navigation Group, LLC 0002132497Jul 29, 2026 121$514.1M
FTV Management Company, L.P. 0002021589Aug 14, 2026 1$513.8M
Alliance Wealth Management Group 0001623707Aug 4, 2026 103$513.7M
Cypress Asset Management Inc. 0001030618Aug 7, 2026 107$513.6M
BCM Advisors, LLC 0001373017Jul 28, 2026 80$513.6M
Aspire Capital Advisors LLC 0001906014Aug 5, 2026 134$513.5M
Beacon Harbor Wealth Advisors, Inc. 0001784093Aug 7, 2026 70$513.2M
IAM Advisory, LLC 0001825292Jul 14, 2026 107$513.2M
Detalus Advisors, LLC 0001799677Jul 27, 2026 191$513.1M
Fortitude Family Office, LLC 0001950506Jul 20, 2026 2,269$512.9M
Bull Harbor Capital LLC 0002135047Aug 10, 2026 552$512.8M
Naria Inc. 0002012185Jul 14, 2026 1$512.6M
Magnitude Capital, LLC 0001556278Aug 14, 2026 1$512.4M
Retirement Solution LLC 0001914606Aug 11, 2026 75$511.4M
RB Capital Management, LLC 0001695582Aug 18, 2026 201$511.1M
Tempus Wealth Planning, LLC 0001806428Jul 22, 2026 281$511.0M
Next Level Private LLC 0001910366Jul 9, 2026 174$510.5M
Medina Value Partners, LLC 0001843543Aug 14, 2026 28$510.4M
Midwest Professional Planners, LTD. 0001730575Aug 5, 2026 131$510.3M
Welch Capital Partners LLC 0001042063Aug 12, 2026 26$510.3M
Garden State Investment Advisory Services LLC 0001965351Aug 11, 2026 323$510.1M
Once Capital Management, LLC 0001712892Jul 22, 2026 22$510.0M
Spruce Street Capital LP 0002050194Aug 13, 2026 30$509.7M
Towneley Capital Management, Inc / DE 0002004980Jul 30, 2026 46$509.5M
Castle Rock Wealth Management, LLC 0001727605Jul 8, 2026 268$509.4M
Alibaba Group Holding Ltd 0001577552Aug 14, 2026 2$509.4M
Aries Wealth Management 0001729515Jul 24, 2026 242$509.3M
Financial Sense Advisors, Inc. 0001358828Aug 14, 2026 137$508.4M
Renaissance Investment Group LLC 0001509508Jul 8, 2026 84$508.4M
Hourglass Capital, LLC 0001442573Jul 30, 2026 127$508.4M
55 North Private Wealth, LLC 0002106457Jul 7, 2026 304$508.2M
McRae Capital Management Inc. 0000320376Jul 17, 2026 112$508.1M
Beacon Financial Advisory LLC 0001800502Aug 5, 2026 417$508.0M
Roof Eidam Maycock Peralta, LLC 0001028874Jul 24, 2026 127$507.7M
Integrated Investment Consultants, LLC 0001665337Aug 17, 2026 269$507.6M
Liberty Street Advisors, Inc. 0001489178Aug 6, 2026 4$507.0M
HGC Investment Management Inc. 0001711200Aug 14, 2026 184$506.6M
Old Port Advisors 0001744348Jul 21, 2026 266$506.5M
Lightrock Netherlands B.V. 0002041485Aug 10, 2026 36$506.4M
Herold Advisors, Inc. 0001891713Jul 22, 2026 273$505.9M
Keenan Capital, LLC 0001647363Aug 14, 2026 11$505.8M
Rialto Wealth Management, LLC 0002054966Aug 11, 2026 1,934$505.3M
Eldridge Investment Advisors, Inc. 0001727993Aug 10, 2026 163$504.9M
Builder Investment Group Inc. 0000727117Jul 17, 2026 107$504.7M
one8zero8, LLC 0002053138Aug 10, 2026 265$504.6M
Richard P Slaughter Associates Inc 0001811783Jul 13, 2026 101$504.1M
Abound Wealth Management 0001950323Jul 10, 2026 1,361$503.9M
JPL Wealth Management, LLC 0002010710Aug 14, 2026 1,876$503.8M
Triangle Securities Wealth Management 0001541353Jul 14, 2026 213$503.7M