13F History

ManagerCIKFiledPositions13F Reported Value
FFG Partners, LLC 0002045972Jan 23, 2026 39$344.9M
Keystone Financial Planning, Inc. 0001596906Jan 7, 2026 44$344.8M
Pinnacle Financial Group, LLC / IL 0001905962Feb 5, 2026 112$344.6M
Websterrogers Financial Advisors, LLC 0001841757Jan 8, 2026 94$344.4M
Freedom Investment Management, Inc. 0001566653Feb 6, 2026 117$343.9M
Flagship Wealth Advisors, LLC 0002036117Feb 11, 2026 393$343.9M
Valley Forge Investment Consultants Inc. Adv 0000920655Feb 12, 2026 80$343.9M
Investment Planning Advisors, Inc. 0002024049Jan 20, 2026 95$343.5M
Tucker Asset Management LLC 0001870012Feb 5, 2026 1,080$343.4M
Deepwater Asset Management, LLC 0001964171Feb 11, 2026 46$343.3M
Singapore Technologies Telemedia Pte Ltd 0001219573Feb 10, 2026 1$343.3M
WealthCare Investment Partners, LLC 0001908462Jan 6, 2026 183$343.2M
Twin Peaks Wealth Advisors, LLC 0002006218Feb 10, 2026 184$343.2M
Trust Co. of Oklahoma 0001083323Jan 14, 2026 133$342.9M
Smart Money Group LLC 0001728866Jan 30, 2026 85$342.9M
SS&H Financial Advisors, Inc. 0001911735Jan 20, 2026 125$342.7M
Greenlea Lane Capital Management, LLC 0001766504Feb 17, 2026 8$342.7M
Ceeto Capital Group, LLC 0001722439Feb 13, 2026 186$342.6M
Quantum Private Wealth, LLC 0001929662Feb 6, 2026 169$342.4M
Corbyn Investment Management Inc. 0000919538Jan 13, 2026 69$342.3M
Claar Advisors LLC 0001593410Feb 17, 2026 18$342.1M
Frec Markets, Inc. 0002111359Feb 17, 2026 343$342.1M
Covenant Partners, LLC 0001302739Jan 26, 2026 135$342.0M
Regimen Wealth, LLC 0001963863Feb 9, 2026 76$341.9M
Consilio Wealth Advisors, LLC 0001908944Mar 20, 2026 97$341.8M
Retirement Financial Solutions, LLC 0001962532Feb 13, 2026 47$341.6M
Iat Reinsurance Co. LTD. 0001633625Feb 10, 2026 71$341.5M
Maestria Partners LLC 0002000390Feb 11, 2026 15$341.4M
Tactive Advisors, LLC 0002002409Jan 9, 2026 255$341.3M
Wealth High Governance Capital Ltda 0002028828Jun 18, 2026 46$341.3M
Yeomans Consulting Group, Inc. 0002014739Jan 7, 2026 113$341.3M
Shoker Investment Counsel, Inc. 0001599623Feb 4, 2026 111$341.3M
Pinnacle Bancorp, Inc. 0001703383Jan 22, 2026 873$341.2M
True Wealth Design, LLC 0001966033Jan 8, 2026 2,556$341.1M
Missouri Trust & Investment Co 0001908186Feb 13, 2026 402$340.7M
Argonautica Private Wealth Management, Inc. 0001931870Feb 11, 2026 181$340.6M
Focused Alpha, LLC 0002105062Feb 13, 2026 243$340.3M
Bridge City Capital, LLC 0001713521Feb 13, 2026 108$340.2M
Ironwood Wealth Management, LLC. 0001692820Feb 2, 2026 47$340.1M
East Coast Asset Management, LLC. 0001579254Feb 17, 2026 69$340.0M
Capital Advisory Group Advisory Services, LLC 0001803229Jan 21, 2026 171$340.0M
Indigo Partners LLC 0001846122Feb 17, 2026 2$339.9M
Parkwoods Wealth Partners, LLC 0002042772Jan 15, 2026 108$339.9M
Stolper Co 0001808195Jan 12, 2026 89$339.5M
Lexington Partners L.P. 0001621157Feb 10, 2026 5$339.5M
Knuff & Co LLC 0001768089Feb 4, 2026 129$339.3M
Indiana Trust & Investment Management Co 0001356407Jan 21, 2026 479$339.1M
Newton One Investments LLC 0001842787Jan 23, 2026 120$339.0M
Graybill Wealth Management, LTD. 0001252007Feb 13, 2026 81$338.9M
Elmind Capital, LP 0002052213Feb 17, 2026 34$338.9M
Sweeney & Michel, LLC 0001979556Feb 13, 2026 141$338.8M
Omnia Family Wealth, LLC 0001696136Jan 16, 2026 102$338.6M
Life Line Wealth Management LLC 0002035872Feb 4, 2026 38$338.6M
Jackson Creek Investment Advisors LLC 0001831003Feb 9, 2026 291$338.5M
Manske Wealth Management 0002095143Feb 3, 2026 214$338.4M
AIGH Capital Management LLC 0001835943Feb 2, 2026 31$338.3M
Kooman & Associates 0001961850Jan 23, 2026 52$338.1M
Verger Capital Management LLC 0001627417Feb 2, 2026 14$337.8M
Provident Wealth Management, LLC 0001799797Jan 28, 2026 138$337.6M
Sandy Cove Advisors, LLC 0001908217Feb 9, 2026 142$337.6M
Valence8 US LP 0001943819Feb 9, 2026 15$337.5M
Pension & Wealth Management Advisors, Inc. 0002145782Aug 7, 2026 537$337.3M
Impact Capital Partners LLC 0002054916Jan 7, 2026 272$337.2M
Veracity Capital LLC 0001811005Jan 29, 2026 235$337.2M
Monaco Asset Management SAM 0001803593Feb 10, 2026 67$337.1M
Accretive Wealth Partners, LLC 0001844444Jan 28, 2026 153$337.0M
O'Brien Greene & Co. Inc 0001768635Feb 5, 2026 136$336.8M
Vance Wealth, LLC 0001910854Feb 17, 2026 116$336.7M
Silverleafe Capital Partners, LLC 0001535611Jan 12, 2026 97$336.6M
Atlas Brown,Inc. 0001388168Jan 9, 2026 226$336.4M
HT Partners LLC 0001552999Jan 21, 2026 55$336.3M
11 Capital Partners LP 0001801172Feb 13, 2026 20$336.2M
Red Wave Investments LLC 0001846493Feb 6, 2026 113$336.2M
Lawson Kroeker Investment Management Inc. 0001013701Jan 20, 2026 62$336.0M
Mars Jewett Financial Group, Inc. 0002079098Feb 17, 2026 39$336.0M
Meredith Wealth Planning 0001956471Jan 16, 2026 62$335.9M
Oldfather Financial Services, LLC 0001775530Jan 16, 2026 98$335.8M
Cove Private Wealth, LLC 0002015131Jan 23, 2026 159$335.8M
Chesapeake Wealth Management 0001730383Feb 3, 2026 158$335.7M
Continental Grain Co. 0000929607Feb 9, 2026 4$335.7M
Teramo Advisors, LLC 0001904821Feb 6, 2026 10$335.7M
Acorn Wealth Advisors, LLC 0001730610Feb 10, 2026 268$335.7M
Hudson Value Partners, LLC 0001840501Jan 28, 2026 108$335.2M
Quattro Financial Advisors LLC 0001705929Jan 26, 2026 81$335.0M
Congress Park Capital LLC 0001730945Jan 14, 2026 128$334.9M
Central Valley Advisors, LLC 0002010698Jan 12, 2026 150$334.7M
Hoxton Planning & Management, LLC 0001954782Feb 11, 2026 217$334.5M
Sara-Bay Financial 0001816444Jan 20, 2026 80$334.4M
Cedar Wealth Management, LLC 0001665642Feb 6, 2026 233$334.3M
CJM Wealth Advisers, Ltd. 0001992748Jan 23, 2026 74$334.3M
Family Legacy, Inc. 0001706016Feb 4, 2026 121$334.0M
First National Bank Sioux Falls 0001085041Jan 30, 2026 139$334.0M
Bcwm, LLC 0001542165Feb 11, 2026 56$334.0M
Cutler Capital Management, LLC 0001353098Feb 13, 2026 120$334.0M
Stonehill Capital Management LLC 0001266227Feb 17, 2026 22$333.8M
Joule Financial, LLC 0001929070Jan 20, 2026 110$333.8M
Palo Duro Investment Partners, LP 0001977128Feb 17, 2026 22$333.4M
DoubleLine ETF Adviser LP 0001959989Feb 17, 2026 167$333.4M
Watershed Private Wealth LLC 0001965271Jan 23, 2026 115$333.4M
Arohi Asset Management PTE Ltd. 0002043756Feb 18, 2026 6$333.3M