13F History

ManagerCIKFiledPositions13F Reported Value
SCP Investment, LP 0001730961Aug 12, 2024 51$157.0M
Gridiron Partners, LLC 0001910867Jul 23, 2024 63$157.0M
HFG Wealth Management, LLC 0002027836Aug 20, 2024 40$156.9M
Round Hill Asset Management 0001696438Aug 12, 2024 62$156.8M
Olistico Wealth, LLC 0001962695Jul 9, 2024 302$156.8M
Foresite Capital Management V, LLC 0001792206Aug 13, 2024 5$156.6M
First National Bank of Hutchinson 0001313871Jul 25, 2024 92$156.6M
Mid-American Wealth Advisory Group, Inc. 0001911264Jul 10, 2024 57$156.6M
Miller Value Partners 0001135778Aug 13, 2024 29$156.6M
General Partner, Inc. 0001800508Jul 5, 2024 164$156.5M
MTM Financial Group, LLC 0002132054Jun 23, 2026 70$156.5M
Granite FO LLC 0002034090Aug 16, 2024 49$156.5M
Heronetta Management, L.P. 0001588225Jul 30, 2024 23$156.3M
Hara Capital LLC 0002010015Jul 29, 2024 135$156.3M
Arrowroot Family Office, LLC 0002017744Aug 13, 2024 119$156.3M
R.H. Dinel Investment Counsel, Inc. 0001598352Jul 12, 2024 44$156.2M
American State Bank (Iowa) 0002122473Apr 14, 2026 122$156.2M
Toronado Partners, LLC 0001749611Aug 13, 2024 10$156.1M
Gray Private Wealth, LLC 0001928877Jul 23, 2024 39$156.0M
Armstrong, Fleming & Moore, Inc 0001990099Jul 23, 2024 94$155.9M
Crown Advisors Management, Inc. 0001733248Aug 8, 2024 41$155.8M
Roger Wittlin Investment Advisory, LLC 0001911328Jul 25, 2024 49$155.8M
Aryeh Capital Management Ltd. 0001803120Aug 14, 2024 10$155.7M
Koesten, Hirschmann & Crabtree, INC. 0001963421Sep 9, 2024 221$155.7M
Team Financial Group, LLC 0001845163Aug 13, 2024 33$155.6M
Beaumont Asset Management, L.L.C. 0001798756Aug 2, 2024 66$155.6M
Plotkin Financial Advisors, LLC 0001826394Nov 15, 2024 86$155.5M
Brooks, Moore & Associates, Inc. 0001767040Aug 15, 2024 88$155.5M
Family Asset Management, LLC 0001961278Aug 1, 2024 210$155.4M
Regency Capital Management Inc.\DE 0001863894Aug 21, 2024 47$155.3M
Emory University 0001377635Aug 6, 2024 8$155.3M
Bull Oak Capital, LLC 0001824263Jul 18, 2024 45$155.3M
Equinox Partners Investment Management LLC 0000938552Jul 17, 2024 9$155.3M
Norwood Investment Partners, LP 0001888610Aug 9, 2024 11$155.3M
Forthright Family Wealth Advisory LLC 0002008648Aug 12, 2024 69$155.2M
Ciovacco Capital Management LLC 0001653012Aug 2, 2024 23$155.2M
Watchtower Advisors, LP 0001807092Aug 14, 2024 11$155.1M
Finer Wealth Management, Inc. 0001929071Aug 13, 2024 73$155.0M
BCK Capital Management LP 0001819275Aug 8, 2024 76$155.0M
TrueWealth Financial Partners 0001908108Aug 12, 2024 18$154.9M
Flower City Capital 0001808394Jul 15, 2024 32$154.9M
Indaba Capital Management, L.P. 0001524362Aug 14, 2024 7$154.9M
Opus Investment Management Inc. 0001097833Aug 13, 2024 38$154.9M
Little Harbor Advisors, LLC 0001539639Aug 14, 2024 8$154.8M
Mendel Capital Management LLC 0001911384Jul 26, 2024 99$154.7M
Corrado Advisors, LLC 0001482611Aug 5, 2024 108$154.7M
Boomfish Wealth Group, LLC 0002010786Jul 19, 2024 86$154.7M
Yoder Wealth Management, Inc. 0001973967Jul 23, 2024 103$154.5M
Cobblestone Asset Management LLC 0001994512Jul 17, 2024 44$154.4M
Founders Capital Management 0001704300Jul 10, 2024 370$154.3M
Green Court Capital Management Ltd 0001710785Aug 9, 2024 2$154.3M
Mittelman Wealth Management 0002021464Aug 12, 2024 72$154.3M
Covestor Ltd 0001909846Aug 9, 2024 2,828$154.3M
Insight Wealth Partners, LLC 0001627003Jul 18, 2024 87$154.3M
Montz Harcus Wealth Management LLC 0001918613Jul 19, 2024 69$154.2M
Propel Bio Management, LLC 0001969764Aug 12, 2024 24$154.2M
Otter Creek Advisors, LLC 0001640361Aug 6, 2024 39$154.1M
Lakeside Advisors, INC. 0001913467Jul 30, 2024 64$154.0M
True Vision MN LLC 0002013460Aug 12, 2024 103$154.0M
Axiom Financial Strategies, LLC 0001831985Aug 13, 2024 26$153.9M
General Motors Holdings LLC 0001497345Aug 2, 2024 5$153.9M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0002043130Feb 5, 2025 121$153.8M
Capital Square, LLC 0001798736Aug 1, 2024 159$153.8M
Integrity Wealth Solutions LLC 0002006918Jul 26, 2024 89$153.7M
Sunpointe, LLC 0002012181Jul 22, 2024 164$153.7M
Guardian Wealth Advisors, LLC 0001858828Aug 8, 2024 80$153.7M
BCR Wealth Strategies, LLC 0001908380Jul 26, 2024 30$153.7M
Darrow Company, Inc. 0001908169Jul 23, 2024 45$153.7M
Luminus Management LLC 0001279151Aug 14, 2024 23$153.6M
Helios Capital Management Pte. Ltd. 0001727612Jul 29, 2024 50$153.5M
Strategic Equity Management 0001843578Jul 31, 2024 45$153.5M
Wormser Freres Gestion 0002051288Feb 20, 2025 46$153.4M
Stonebridge Advisors LLC 0001367441Sep 5, 2024 4$153.3M
Hardin Capital Partners, LLC 0002033094Aug 8, 2024 114$153.3M
Keener Financial Planning LLC 0002004495Jul 26, 2024 185$153.3M
Solstein Capital, LLC 0001730769Jul 26, 2024 316$153.3M
New Millennium Group LLC 0001909654Jul 25, 2024 415$153.1M
Lancaster Investment Management 0001630064Jul 30, 2024 6$153.1M
Capstone Wealth Management Group, LLC 0001923052Aug 9, 2024 68$152.9M
William B. Walkup & Associates, Inc. 0002034054Aug 16, 2024 158$152.7M
Towerview LLC 0001166573Jul 26, 2024 26$152.6M
Kapstone Financial Advisors LLC 0001966087Aug 2, 2024 108$152.5M
W Advisors, LLC 0001929907Aug 6, 2024 112$152.5M
Worth Financial Advisory Group, LLC 0001964358Jul 26, 2024 148$152.4M
Fairbanks Capital Management, Inc. 0001681372Aug 7, 2024 54$152.3M
Concorde Financial Corp 0001911822Aug 14, 2024 40$152.2M
R.m.sincerbeaux Capital Management LLC 0001426774Aug 14, 2024 37$152.2M
Bullseye Investment Management, LLC 0001912451Aug 14, 2024 71$152.2M
BlackDiamond Wealth Management, LLC 0001903059Aug 13, 2024 146$152.1M
SummerHaven Investment Management, LLC 0001846436Jul 23, 2024 192$152.1M
Wells Financial Advisors INC 0001844454Aug 9, 2024 83$151.9M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 0002053628May 12, 2025 13$151.9M
Lauterbach Financial Advisors, LLC 0001909828Aug 12, 2024 64$151.9M
Eliot Finkel Investment Counsel, LLC 0001641643Aug 13, 2024 30$151.9M
Old North State Wealth Management, LLC 0002041262Oct 29, 2024 98$151.8M
Disciplined Equity Management, Inc. 0001909380Aug 14, 2024 63$151.8M
Cassia Capital Partners, LLC 0001844897Jul 22, 2024 59$151.7M
Stash Investments, LLC 0002008308Jul 25, 2024 5$151.7M
Treasure Coast Financial Planning 0001911307Jul 22, 2024 32$151.7M
Advanced Portfolio Management, LLC 0001940461Aug 14, 2024 47$151.6M