13F History

ManagerCIKFiledPositions13F Reported Value
Lind Value II ApS 0001891185Oct 15, 2025 11$265.0M
Acorn Creek Capital LLC 0001994827Nov 6, 2025 80$264.9M
Horizon Investment Services, LLC 0001426940Nov 5, 2025 133$264.9M
Sawyer & Company, Inc 0001722436Oct 7, 2025 187$264.8M
Eagle Capital Management, LLC 0001600746Oct 16, 2025 49$264.6M
REDW Wealth LLC 0001688931Oct 31, 2025 112$264.6M
Texas Bank & Trust Co 0002056556Oct 23, 2025 174$264.5M
Wealthedge Investment Advisors, LLC 0002058455Nov 12, 2025 127$264.3M
Bawa N Mallick Trust 0002040013Mar 12, 2026 74$264.3M
DCF Advisers, LLC 0001802493Nov 12, 2025 79$264.1M
Mechanics Financial Corp 0001821336Nov 6, 2025 240$264.0M
Axis Capital Holdings Ltd. 0001214816Oct 29, 2025 2$263.9M
Wela Strategies, Inc. 0001644329Oct 24, 2025 55$263.7M
Reliant Investment Management, LLC 0001517429Oct 24, 2025 59$263.6M
Dupree Financial Group, LLC 0001989251Oct 29, 2025 70$263.2M
Raleigh Capital Management Inc. 0001911726Nov 4, 2025 545$263.1M
Searcy Financial Services Inc. 0000354923Oct 6, 2025 25$263.1M
Triton Wealth Management, PLLC 0001791126Nov 13, 2025 111$263.1M
S Squared Technology, LLC 0001322924Nov 14, 2025 36$263.0M
BancFirst Trust & Investment Management 0001914099Oct 1, 2025 41$262.9M
Avaii Wealth Management, LLC 0001904431Oct 20, 2025 150$262.9M
Agate Pass Investment Management, LLC 0001900409Oct 8, 2025 103$262.8M
RJA Asset Management LLC 0001671817Nov 12, 2025 3$262.7M
Freedom Financial Partners LLC 0002054598Oct 20, 2025 84$262.4M
Painted Porch Advisors LLC 0002024585Dec 9, 2025 471$262.4M
Intrepid Financial Planning Group LLC 0001641296Nov 13, 2025 128$262.3M
Goodlander Investment Management, LLC 0002018973Nov 14, 2025 11$262.3M
Daily Journal 0000783412Oct 14, 2025 4$262.2M
Fourth Dimension Wealth, LLC 0002056691Nov 4, 2025 590$262.2M
Potentia Wealth 0002052308Nov 12, 2025 94$262.1M
Biltmore Wealth Management, LLC 0001598102Oct 22, 2025 58$262.0M
Synergy Investment Management, LLC 0002053786Nov 7, 2025 128$261.8M
Samjo Management, LLC 0001986590Nov 13, 2025 59$261.8M
Dow Chemical Co. 0000029915Nov 13, 2025 6$261.5M
Lunt Capital Management, Inc. 0001608034Nov 12, 2025 93$261.5M
Juniper Investment Company, LLC 0001794034Nov 14, 2025 9$261.4M
Tiemann Investment Advisors, LLC 0001575151Nov 13, 2025 206$261.4M
Altman Advisors, Inc. 0001731671Nov 13, 2025 92$261.4M
Sea Cliff Partners Management, LP 0002011655Nov 14, 2025 15$261.4M
Shariaportfolio, Inc. 0001998574Nov 6, 2025 24$261.3M
Compass Rose Asset Management, LP 0001758811Nov 14, 2025 14$261.3M
Aegis Financial Corp. 0001140753Nov 12, 2025 26$261.3M
Harspring Capital Management, LLC 0001652327Nov 13, 2025 15$261.2M
Forza Wealth Management, LLC 0001963030Oct 22, 2025 191$261.1M
Axq Capital, LP 0001916908Nov 10, 2025 550$261.0M
Scoggin Management LP 0001086416Nov 13, 2025 36$261.0M
Mullooly Asset Management, Inc. 0001950591Nov 10, 2025 51$260.7M
Retirement Capital Strategies 0001672681Nov 12, 2025 62$260.7M
Strait & Sound Wealth Management LLC 0001966210Oct 21, 2025 148$260.6M
Hamilton Capital Partners, LLC 0002037578Oct 16, 2025 21$260.6M
Greenbush Financial Group, LLC 0002061818Oct 21, 2025 32$260.6M
Heathbridge Capital Management Ltd. 0001503269Oct 15, 2025 28$260.5M
Cumberland Advisors Inc. 0001255435Nov 12, 2025 48$260.5M
Sanofi 0001121404Nov 4, 2025 9$260.4M
Smith Shellnut Wilson LLC 0000944317Oct 27, 2025 143$260.3M
Phoenix Wealth Advisors 0001842362Oct 28, 2025 131$260.2M
Ananym Capital Management, LP 0002037077Nov 14, 2025 10$260.1M
Guardian Point Capital, LP 0001595932Nov 14, 2025 11$260.1M
GPM Growth Investors, Inc. 0001799367Oct 20, 2025 42$259.9M
Carnegie Lake Advisors LLC 0002043591Oct 20, 2025 166$259.9M
Cura Wealth Advisors, LLC 0002056729Nov 14, 2025 126$259.8M
Campbell Capital Management Inc. 0000826794Nov 19, 2025 45$259.7M
Wealthspan Partners, LLC 0001909805Nov 3, 2025 120$259.6M
Fsa Wealth Partners, Inc. 0001731221Nov 4, 2025 66$259.5M
American Financial Group Inc. 0001042046Nov 10, 2025 59$259.5M
1776 Wealth LLC 0001803140Nov 6, 2025 140$259.4M
CPA Asset Management Group, LLC 0001963967Oct 21, 2025 89$259.4M
Consilium Wealth Advisory, LLC 0001904906Oct 20, 2025 95$259.2M
Plum Street Advisors, LLC 0002068236Nov 13, 2025 94$259.0M
Tanglewood Legacy Advisors, LLC 0001965616Nov 7, 2025 273$258.9M
Foresite Capital Management VI LLC 0002013341Nov 14, 2025 12$258.9M
Aspen Investment Management Inc 0001541596Nov 12, 2025 149$258.8M
First Citizens Investor Services, Inc. 0001051487Nov 4, 2025 23$258.8M
Hoertkorn Richard Charles 0001598177Oct 27, 2025 78$258.6M
Wealth Quarterback LLC 0001803386Oct 20, 2025 155$258.6M
Colorado Capital Management, Inc. 0001664147Oct 24, 2025 104$258.6M
Sender Co & Partners, Inc. 0001659380Nov 17, 2025 209$258.5M
GE Investment Management Corp. 0001125824Nov 14, 2025 4$258.5M
Stonehearth Capital Management, LLC 0001550191Oct 24, 2025 95$258.4M
Ranch Capital Advisors Inc. 0001793269Nov 14, 2025 151$258.3M
My Personal CFO, LLC 0001916366Oct 21, 2025 94$258.2M
Foundation Wealth Management, LLC\PA 0002011000Oct 21, 2025 94$258.2M
EntryPoint Capital, LLC 0001992519Nov 13, 2025 643$258.2M
Madden Advisory Services, Inc. 0001542284Oct 24, 2025 107$258.2M
Vantage Point Financial LLC 0002048892Oct 24, 2025 155$258.1M
Muzinich & Co., Inc. 0001618824Oct 20, 2025 37$258.0M
River Street Advisors LLC 0001964897Oct 22, 2025 163$257.9M
Cambridge Financial Group, Inc. 0001334199Nov 14, 2025 33$257.9M
Martin Capital Partners, LLC 0001731216Oct 6, 2025 70$257.8M
NCM Capital Management, LLC 0001907054Nov 14, 2025 183$257.8M
Hanover Advisors Inc. 0000914973Nov 6, 2025 103$257.7M
Signature Wealth Management Group 0001736666Oct 29, 2025 114$257.7M
Walker Financial Services, Inc. 0001965479Oct 7, 2025 42$257.1M
Blackhawk Capital Partners, LLC 0001582561Oct 31, 2025 152$257.0M
Ashoka WhiteOak Capital Pte Ltd 0002031708Oct 17, 2025 16$257.0M
Ascension Capital Advisors, Inc. 0001689227Nov 10, 2025 39$256.9M
Eukles Asset Management 0001632553Nov 5, 2025 239$256.8M
New Wave Wealth Advisors LLC 0002035324Oct 30, 2025 177$256.6M
Dean Capital Management 0001455468Nov 14, 2025 121$256.5M
Trueblood Wealth Management, LLC 0002005380Oct 24, 2025 254$256.4M