13F History

ManagerCIKFiledPositions13F Reported Value
Crestview Partners II GP, L.P. 0001505639Nov 14, 2025 3$338.6M
Field & Main Bank 0001594492Nov 3, 2025 250$338.6M
Pinnacle Bancorp, Inc. 0001703383Oct 24, 2025 910$338.6M
Addison Capital Co 0001581465Nov 3, 2025 143$338.4M
Missouri Trust & Investment Co 0001908186Nov 6, 2025 412$338.3M
Atlas Brown,Inc. 0001388168Oct 17, 2025 227$338.3M
Harbor Advisory Corp. 0001100710Nov 12, 2025 80$338.2M
PFW Advisors LLC 0001989744Oct 14, 2025 129$338.1M
Silphium Asset Management Ltd 0001758440Nov 4, 2025 38$338.0M
SOF Ltd 0001697569Nov 14, 2025 1$338.0M
Trust Co. of Oklahoma 0001083323Oct 22, 2025 140$338.0M
Arq Wealth Advisors, LLC 0001811827Nov 25, 2025 134$338.0M
Claar Advisors LLC 0001593410Nov 14, 2025 18$337.8M
Smart Money Group LLC 0001728866Nov 12, 2025 80$337.7M
Newton One Investments LLC 0001842787Oct 10, 2025 120$337.7M
Taconic Capital Advisors LP 0001390113Nov 14, 2025 28$337.7M
Chase Investment Counsel Corp. 0000019475Nov 10, 2025 131$337.6M
Valtinson Bruner Financial Planning LLC 0001761450Nov 4, 2025 159$337.5M
Incline Global Management LLC 0001567195Nov 14, 2025 27$337.3M
Seaside Wealth Management, Inc. 0001929977Oct 14, 2025 63$337.0M
Regimen Wealth, LLC 0001963863Nov 12, 2025 75$336.9M
Pabrai Investments (Dalal Street) 0001549575Nov 13, 2025 5$336.9M
Quantum Portfolio Management LLC 0002003672Oct 29, 2025 262$336.5M
Global Assets Advisory, LLC 0001942932Oct 31, 2025 279$336.3M
BWM Planning, LLC 0002039698Oct 31, 2025 90$336.1M
Investment Management Associates Inc. 0000052024Nov 6, 2025 27$335.9M
Boyd Watterson Asset Management LLC 0001121477Nov 5, 2025 418$335.8M
Lifelong Wealth Advisors, Inc. 0002051717Oct 21, 2025 84$335.8M
Stevens Capital Partners 0001965176Oct 22, 2025 93$335.0M
McDonald Partners LLC 0001331074Nov 12, 2025 223$335.0M
Cornell Pochily Investment Advisors, Inc. 0001736260Oct 27, 2025 177$335.0M
Bare Financial Services, Inc 0002009426Nov 12, 2025 1,392$334.8M
Hilltop Partners LLC 0001957867Nov 17, 2025 120$334.7M
Gimbel Daniel Scott 0001867040Nov 14, 2025 2$334.7M
Evexia Wealth LLC 0001975710Nov 12, 2025 78$334.1M
JRM Investment Counsel, LLC 0001631084Nov 12, 2025 21$334.1M
Bcwm, LLC 0001542165Nov 14, 2025 55$334.0M
Joule Financial, LLC 0001929070Nov 3, 2025 115$333.8M
FDx Advisors, Inc. 0001566601Nov 4, 2025 184$333.7M
Courage Miller Partners, LLC 0001482106Oct 22, 2025 85$333.5M
Peregrine Asset Advisers, Inc. 0001535227Nov 4, 2025 177$333.5M
Warren Street Wealth Advisors, LLC 0001703496Oct 17, 2025 146$333.5M
Websterrogers Financial Advisors, LLC 0001841757Oct 9, 2025 91$333.4M
Buska Wealth Management, LLC 0001910503Nov 12, 2025 75$333.2M
Libra Wealth LLC 0001925385Nov 6, 2025 68$333.0M
Crown Wealth Group, LLC 0001845698Oct 22, 2025 127$332.8M
MYDA Advisors LLC 0001589689Nov 13, 2025 123$332.6M
Bond & Devick Financial Network, Inc. 0001843495Nov 5, 2025 186$332.5M
Impact Capital Partners LLC 0002054916Oct 28, 2025 267$332.3M
Benchmark Financial Wealth Advisors, LLC 0001757706Oct 22, 2025 124$332.3M
Legacy Wealth Management, LLC / MS 0002047443Oct 23, 2025 94$332.2M
Glassy Mountain Advisors, Inc. 0001914617Nov 6, 2025 79$332.2M
Nkcfo LLC 0001757282Nov 10, 2025 98$332.2M
Court Place Advisors, LLC 0001566113Nov 25, 2025 147$332.1M
Wexford Capital LP 0001048462Nov 14, 2025 394$332.0M
Advantage Alpha Capital Partners LP 0001762344Nov 12, 2025 130$331.9M
DoubleLine ETF Adviser LP 0001959989Nov 14, 2025 150$331.8M
Tucker Asset Management LLC 0001870012Jan 6, 2026 313$331.8M
Amansa Capital Pte. LTD. 0001660773Oct 30, 2025 2$331.2M
Kercheville Advisors, LLC 0001890748Oct 22, 2025 106$331.0M
Pinnacle Financial Group, LLC / IL 0001905962Nov 12, 2025 108$330.7M
Swmg, LLC 0001839255Oct 24, 2025 110$330.7M
Provident Wealth Management, LLC 0001799797Oct 16, 2025 138$330.6M
Endeavour Capital Advisors Inc. 0001218749Nov 7, 2025 35$330.6M
Abdiel Capital Advisors, LP 0001578684Nov 14, 2025 6$330.5M
Lexington Partners L.P. 0001621157Nov 6, 2025 4$330.4M
Terril Brothers, Inc. 0000314169Nov 14, 2025 77$330.2M
Stolper Co 0001808195Oct 10, 2025 89$330.0M
Sterling Wealth Management, Inc. 0002011149Nov 17, 2025 110$329.9M
VCI Wealth Management LLC 0002009388Oct 16, 2025 115$329.8M
Berkshire Capital Holdings Inc. 0001133742Nov 14, 2025 111$329.3M
Potrero Capital Research LLC 0001536630Nov 14, 2025 37$329.1M
325 Capital LLC 0001873893Nov 14, 2025 12$329.1M
SS&H Financial Advisors, Inc. 0001911735Oct 17, 2025 125$329.0M
Carmel Capital Management L.L.C. 0001878547Nov 12, 2025 25$329.0M
Indiana Trust & Investment Management Co 0001356407Oct 17, 2025 460$328.7M
Nixon Capital, LLC 0001846352Oct 24, 2025 25$328.7M
Moseley Investment Management Inc. 0000906396Oct 27, 2025 176$328.6M
Hixon Zuercher, LLC 0001806752Oct 14, 2025 87$328.6M
Independence Financial Advisors, LLC 0002066080Oct 24, 2025 53$328.3M
Life Line Wealth Management LLC 0002035872Nov 12, 2025 37$328.0M
Rooted Wealth Advisors, Inc. 0001963732Oct 20, 2025 128$327.9M
LOM Asset Management Ltd 0002077907Nov 12, 2025 247$327.9M
Chesapeake Wealth Management 0001730383Nov 3, 2025 162$327.8M
Accretive Wealth Partners, LLC 0001844444Nov 7, 2025 152$327.8M
Enavate Sciences Gp, LLC 0001953107Nov 14, 2025 7$327.5M
Steph & Co. 0000941519Oct 6, 2025 315$327.5M
Gill Capital Partners, LLC 0000729563Oct 27, 2025 138$327.3M
True Wealth Design, LLC 0001966033Oct 21, 2025 2,712$327.2M
All-Stars Investment Ltd 0001633603Oct 30, 2025 4$327.2M
HT Partners LLC 0001552999Oct 23, 2025 52$327.1M
Schorn Wealth LLC 0001792851Oct 15, 2025 83$327.1M
Family Legacy, Inc. 0001706016Nov 13, 2025 122$327.1M
MADDEN SECURITIES Corp 0001803566Oct 24, 2025 112$327.0M
Alta Advisers Ltd 0001536114Oct 31, 2025 248$326.9M
Henry James International Management Inc. 0001750423Oct 27, 2025 97$326.8M
Drummond Knight Asset Management Pty Ltd 0001808029Oct 15, 2025 12$326.7M
Flagstar Securities, Inc. 0001117233Nov 10, 2025 178$326.7M
Bouvel Investment Partners, LLC 0001839122Oct 22, 2025 78$326.7M
Cedar Wealth Management, LLC 0001665642Nov 12, 2025 244$326.3M