13F History

ManagerCIKFiledPositions13F Reported Value
Towerview LLC 0001166573Nov 6, 2024 25$154.9M
Gagnon Advisors, LLC 0001599466Nov 12, 2024 27$154.8M
HRC Wealth Management, LLC 0002009521Nov 12, 2024 43$154.8M
Ables, Iannone, Moore & Associates, Inc. 0002013713Oct 2, 2024 58$154.8M
New Millennium Group LLC 0001909654Nov 8, 2024 411$154.8M
Hudson Canyon Capital Management 0001978883Nov 8, 2024 54$154.7M
First National Bank of Hutchinson 0001313871Oct 22, 2024 93$154.6M
Efficient Frontier Advisors LLC 0002011188Oct 2, 2024 18$154.5M
CRCM LP 0001483234Nov 13, 2024 4$154.5M
Highland Peak Capital, LLC 0001961320Nov 8, 2024 17$154.4M
BluePointe Capital Management, LLC 0002040935Nov 6, 2024 88$154.4M
LYNX Capital Group Ltd. 0001013287Aug 10, 2026 77$154.3M
Valued Wealth Advisors LLC 0002007175Oct 28, 2024 640$154.3M
Fortis Advisors, LLC 0001697478Nov 7, 2024 106$154.2M
Washington University 0000903603Oct 29, 2024 4$154.2M
Garnet Equity Capital Holdings, Inc. 0001423876Nov 14, 2024 19$154.1M
Robinson Value Management, Ltd. 0001694283Oct 21, 2024 72$154.0M
Gimbal Financial 0001835206Oct 25, 2024 49$154.0M
Defined Wealth Management, LLC 0001849518Oct 31, 2024 109$154.0M
Avondale Wealth Management 0001738720Oct 10, 2024 115$153.9M
Comprehensive Wealth Management, LLC 0001535202Nov 6, 2024 31$153.8M
Penbrook Management LLC 0001381055Oct 15, 2024 104$153.8M
Kolinsky Wealth Management, LLC 0001904326Nov 14, 2024 177$153.8M
Echo45 Advisors LLC 0001908617Oct 25, 2024 48$153.7M
Olympiad Research LP 0001787147Oct 31, 2024 318$153.7M
FF Advisors,LLC 0002011904Oct 24, 2024 87$153.7M
17 Capital Partners, LLC 0001727407Nov 1, 2024 131$153.7M
WestBridge Capital Management, LLC 0001846644Nov 8, 2024 1$153.6M
FFG Retirement Advisors LLC 0001966438Oct 23, 2024 46$153.5M
Jade Capital Advisors, LLC 0001761663Oct 21, 2024 95$153.4M
University of Wisconsin Foundation 0001697228Nov 14, 2024 7$153.3M
Tacita Capital Inc 0001846287Nov 4, 2024 201$153.3M
Argus Investors' Counsel, Inc. 0000007195Oct 21, 2024 111$153.3M
Asset Planning Corporation 0000007773Oct 21, 2024 45$153.2M
Laurel Wealth Planning LLC 0001842010Oct 28, 2024 54$153.1M
Millennium Capital Advisors, LLC 0002097025Feb 18, 2026 123$153.1M
Fairfield University 0001717825Nov 12, 2024 3$153.0M
Foresite Capital Management IV, LLC 0001704132Nov 14, 2024 5$153.0M
TCG Capital Management, LP 0001930483Oct 9, 2024 1$153.0M
Petiole USA ltd 0001600202Nov 13, 2024 39$152.9M
JBR Co Financial Management Inc 0002017878Oct 10, 2024 105$152.8M
Corecam Pte. Ltd. 0002106977Mar 9, 2026 24$152.8M
Abel Hall, LLC 0002013339Nov 15, 2024 160$152.7M
Keener Financial Planning LLC 0002004495Oct 18, 2024 182$152.7M
Turiya Advisors Asia Ltd 0001554179Nov 13, 2024 2$152.7M
BRX Global LP 0001844103Nov 14, 2024 5$152.7M
Birchcreek Wealth Management, LLC 0001840341Nov 6, 2024 117$152.6M
Carroll Investors, Inc 0001911400Nov 14, 2024 30$152.6M
Wynn Capital, LLC 0002009900Oct 10, 2024 108$152.5M
Altura Wealth Advisors Inc. 0001931465Nov 8, 2024 49$152.5M
FCG Investment Co 0002011697Oct 24, 2024 93$152.5M
Share Andrew L. 0001693672Nov 8, 2024 14$152.5M
Working Capital Advisors (UK) Ltd. 0001807878Nov 14, 2024 3$152.4M
Passumpsic Savings Bank 0002023170Nov 20, 2024 82$152.4M
Long Island Wealth Management, Inc. 0002011177Nov 13, 2024 67$152.3M
Smith Thornton Advisors LLC 0002032436Oct 31, 2024 136$152.2M
EMC Capital Management 0001847772Oct 28, 2024 273$152.2M
John & Kathleen Schreiber Foundation 0001910790Nov 12, 2024 3$152.2M
Gould Capital, LLC 0001908965Nov 18, 2024 216$152.0M
Endowment Wealth Management, Inc. 0001904477Nov 6, 2024 137$152.0M
Aberdeen Wealth Management LLC 0001802654Nov 8, 2024 167$152.0M
International City Management Association Retirement Corp 0001691813Oct 17, 2024 5$152.0M
Renasant Bank 0001656167Nov 7, 2024 170$152.0M
Cambridge Capital Management, LLC 0002078994Aug 6, 2025 37$152.0M
Renaissance Capital LLC 0001535058Oct 15, 2024 32$151.9M
WealthCollab, LLC 0002017870Nov 14, 2024 881$151.8M
Menard Financial Group LLC 0001803156Nov 14, 2024 112$151.8M
Sebold Capital Management, Inc. 0001972836Oct 22, 2024 69$151.7M
apricus wealth, LLC 0001913842Oct 23, 2024 92$151.7M
Kearns & Associates LLC 0001908695Oct 29, 2024 43$151.7M
Diversified Investment Strategies, LLC 0001427196Nov 5, 2024 49$151.6M
Merrion Investment Management Co, LLC 0001383782Oct 9, 2024 103$151.6M
Petra Financial Advisors Inc. 0001971427Oct 28, 2024 137$151.6M
Melfa Wealth Management, Inc. 0001962465Oct 16, 2024 201$151.5M
Cassia Capital Partners, LLC 0001844897Oct 21, 2024 57$151.5M
Applied Fundamental Research, LLC 0001849776Nov 13, 2024 12$151.4M
Barnett & Company, Inc. 0001426588Nov 5, 2024 81$151.4M
Sard Wealth Management Group, LLC 0002010095Oct 17, 2024 46$151.3M
Ecofi Investissements SA 0002034064Nov 13, 2024 40$151.3M
Strategic Financial Planning, Inc. 0001802277Oct 25, 2024 37$151.3M
Seven Mile Advisory 0001987932Nov 13, 2024 172$151.2M
Jacobs Asset Management, LLC 0001351063Nov 14, 2024 30$151.1M
Round Hill Asset Management 0001696438Nov 12, 2024 60$151.1M
Hedges Asset Management LLC 0001906202Oct 24, 2024 112$151.1M
Tenon Financial LLC 0002020781Oct 23, 2024 44$151.0M
Planning Capital Management Corp 0002012016Nov 6, 2024 779$150.9M
Rosalind Advisors, Inc. 0001622627Oct 30, 2024 29$150.7M
Alpine Investment Management Ltd 0001964631Nov 14, 2024 5$150.7M
OV Management LLC 0002010766Nov 13, 2024 57$150.6M
EJF Capital LP 0001353254Nov 14, 2024 96$150.4M
MWA Asset Management 0001903058Nov 8, 2024 128$150.4M
Western Pacific Wealth Management, LP 0001907320Oct 31, 2024 254$150.4M
Fidelity D & D Bancorp Inc. 0001098151Dec 6, 2024 108$150.3M
McGinn Penninger Investment Management, Inc. 0001845031Nov 6, 2024 25$150.3M
Grand Alliance Asset Management Ltd 0001986124Nov 14, 2024 10$150.2M
Masterton Capital Management, LP 0001817145Nov 14, 2024 21$150.0M
NorthStar Asset Management LLC 0002011587Nov 12, 2024 80$149.9M
West Bancorporation Inc. 0001166928Oct 24, 2024 99$149.9M
BRC Group Holdings, Inc. 0001464790Nov 14, 2024 15$149.8M
Meridian Financial Advisors, LLC 0002032629Oct 15, 2024 126$149.7M