13F History

ManagerCIKFiledPositions13F Reported Value
All-Stars Investment Ltd 0001633603Jul 23, 2024 4$280.2M
Astoria Portfolio Advisors LLC. 0001931642Jul 9, 2024 195$279.9M
Maytus Capital Management, LLC 0001708759Aug 5, 2024 47$279.8M
Gradient Capital Advisors, LLC 0001727917Jul 22, 2024 140$279.8M
Kelly Financial Services LLC 0002023336Aug 12, 2024 802$279.7M
Smart Money Group LLC 0001728866Aug 12, 2024 91$279.6M
Coyle Financial Counsel LLC 0001593038Aug 13, 2024 74$279.6M
Spectrum Financial Alliance Ltd LLC 0001566531Jul 19, 2024 15$279.6M
Trust Co of Tennessee 0002025098Jul 29, 2024 6$279.5M
Schorn Wealth LLC 0001792851Aug 7, 2024 60$279.5M
Family Legacy, Inc. 0001706016Jul 24, 2024 120$279.3M
Drake & Associates, LLC 0001935795Aug 5, 2024 78$279.2M
Keystone Financial Group 0001729299Jul 31, 2024 169$279.2M
AIMZ Investment Advisors, LLC 0001630365Aug 8, 2024 119$279.0M
Pathway Financial Advisers, LLC 0002024152Aug 20, 2024 431$279.0M
Parisi Gray Wealth Management 0001716659Jul 15, 2024 110$278.9M
Atlas Brown,Inc. 0001388168Jul 23, 2024 203$278.9M
Stone Summit Wealth LLC 0001908192Jul 30, 2024 137$278.9M
AlpInvest Partners B.V. 0001512910Aug 9, 2024 16$278.8M
Rench Wealth Management, Inc. 0001599016Aug 13, 2024 45$278.7M
Terril Brothers, Inc. 0000314169Aug 9, 2024 58$278.7M
Global Wealth Strategies & Associates 0001912297Jul 2, 2024 349$278.7M
Hendley & Co. Inc. 0001084207Jul 16, 2024 53$278.6M
Veltria Advisors Corp. 0001941369Aug 12, 2024 196$278.5M
Pacifica Capital Investments, LLC 0001486713Aug 5, 2024 18$278.5M
Rinkey Investments 0001730774Jul 31, 2024 72$278.3M
Nia Impact Advisors, LLC 0001815217Aug 9, 2024 103$278.3M
ForthRight Wealth Management, LLC 0001841633Jul 12, 2024 64$278.2M
Courage Miller Partners, LLC 0001482106Jul 25, 2024 78$278.0M
Bcwm, LLC 0001542165Aug 9, 2024 58$277.9M
Wade Financial Advisory, Inc 0001802670Jul 25, 2024 81$277.9M
SOF Ltd 0001697569Aug 14, 2024 1$277.7M
Centerpoint Advisors, LLC 0001733788Jul 30, 2024 453$277.5M
Portland Investment Counsel Inc. 0001081668Aug 14, 2024 52$277.5M
Northcape Wealth Management, LLC 0001902806Jul 25, 2024 131$277.5M
Cardinal Strategic Wealth Guidance 0001801989Jul 22, 2024 77$277.4M
Legacy Capital Group California, Inc. 0001977092Jul 22, 2024 307$277.3M
Robinson Capital Management, LLC 0001599795Aug 14, 2024 206$277.2M
Lynx1 Capital Management LP 0001910456Aug 14, 2024 17$277.2M
Moerus Capital Management LLC 0001742647Aug 14, 2024 18$277.1M
Fortis Capital Advisors, LLC 0001959790Aug 2, 2024 159$277.1M
Quantedge Capital Pte Ltd 0001561418Aug 14, 2024 174$276.9M
Thomist Capital Management, LP 0001767809Aug 12, 2024 35$276.9M
Truefg, LLC 0001766067Aug 7, 2024 49$276.8M
Prudent Investors Network, Inc. 0001766005Jul 31, 2024 45$276.7M
ABLE Financial Group, LLC 0001977500Jul 26, 2024 172$276.7M
Caden Capital Partners, LP 0001893767Aug 14, 2024 11$276.5M
Zega Financial, LLC 0001610186Aug 12, 2024 106$276.5M
FTV Management Company, L.P. 0002021589Aug 14, 2024 1$276.4M
Droms Strauss Advisors Inc. /Mo/ 0001053292Jul 31, 2024 64$276.3M
SAM Advisors, LLC 0001600944Aug 14, 2024 36$276.3M
X-Square Capital, LLC 0001729300Aug 6, 2024 157$276.3M
Westbourne Investment Advisors, Inc. 0001650092Aug 7, 2024 86$276.0M
RWQ Financial Management Services, Inc. 0001846544Jul 30, 2024 19$276.0M
Channel Wealth LLC 0001975550Aug 5, 2024 164$275.9M
Wealth Effects LLC 0001907254Aug 2, 2024 209$275.9M
Bandera Partners LLC 0001399386Aug 12, 2024 19$275.9M
Frontier Asset Management, LLC 0001910146Aug 7, 2024 60$275.8M
Chesapeake Wealth Management 0001730383Aug 13, 2024 155$275.8M
Van Strum & Towne Inc. 0001080173Jul 25, 2024 102$275.5M
Mathes Company, Inc. 0001389223Aug 12, 2024 128$275.5M
Borer Denton & Associates, Inc. 0001993607Aug 13, 2024 56$275.4M
Deepwater Asset Management, LLC 0001964171Aug 13, 2024 23$275.3M
Formula Growth Ltd. 0001093219Aug 13, 2024 109$275.2M
East Coast Asset Management, LLC. 0001579254Aug 14, 2024 70$275.1M
S.E.E.D. Planning Group LLC 0001765515Jul 18, 2024 74$275.1M
Numerai GP LLC 0001668527Aug 14, 2024 311$275.0M
WJ Wealth Management, LLC 0001801674Aug 12, 2024 77$274.9M
Periscope Capital Inc. 0001695320Aug 13, 2024 321$274.8M
Tejara Capital Ltd 0001879713Aug 14, 2024 67$274.7M
Glass Jacobson Investment Advisors llc 0001964394Aug 12, 2024 760$274.5M
Paragon Advisors, LLC 0001799719Aug 13, 2024 72$274.2M
Northwest Capital Management Inc 0001730404Jul 9, 2024 465$274.1M
Weil Company, Inc. 0001318011Aug 5, 2024 145$274.1M
HighVista Strategies LLC 0001335325Aug 14, 2024 137$273.8M
EWG Elevate Inc. 0001765278Jul 16, 2024 133$273.7M
Summit Street Capital Management, LLC 0001595533Aug 14, 2024 29$273.7M
Jackson Creek Investment Advisors LLC 0001831003Aug 2, 2024 299$273.6M
Provident Wealth Management, LLC 0001799797Jul 17, 2024 119$273.4M
Bonness Enterprises Inc. 0001105471Jul 25, 2024 37$273.3M
Wealthstream Advisors, Inc. 0001833780Jul 29, 2024 148$273.3M
Oak Asset Management, LLC 0001726375Jul 12, 2024 101$273.1M
Investment Advisory Services Inc. /TX 0000925953Jul 17, 2024 118$272.9M
Susquehanna International Securities, Ltd. 0001765923Aug 15, 2024 44$272.7M
FC Advisory LLC 0001683754Jul 8, 2024 95$272.7M
HWG Holdings LP 0001599390Aug 19, 2024 131$272.7M
EnRich Financial Partners LLC 0001955091Aug 13, 2024 244$272.7M
Garrett Wealth Advisory Group, LLC 0001729443Jul 19, 2024 84$272.7M
Steamboat Capital Partners, LLC 0001635663Aug 14, 2024 41$272.5M
Indiana Trust & Investment Management Co 0001356407Jul 10, 2024 451$272.5M
GoodHaven Capital Management, LLC 0001542300Aug 12, 2024 26$272.4M
PYA Waltman Capital, LLC 0001800135Aug 12, 2024 66$272.3M
Acima Private Wealth, LLC 0001761961Jul 30, 2024 183$272.2M
Praetorian PR LLC 0001949877Aug 14, 2024 16$272.1M
American Assets Inc. 0000885118Jul 31, 2024 10$272.0M
Interchange Capital Partners, LLC 0001845998Jul 31, 2024 264$271.9M
CJM Wealth Advisers, Ltd. 0001992748Jul 9, 2024 64$271.8M
TNF LLC 0001849683Jul 25, 2024 122$271.5M
Integral Investment Advisors, Inc. 0001902826Jul 30, 2024 149$271.2M
Abound Wealth Management 0001950323Aug 9, 2024 1,170$271.2M