13F History

ManagerCIKFiledPositions13F Reported Value
JCP Investment Management, LLC 0001461945Feb 14, 2025 17$169.7M
Keyes, Stange & Wooten Wealth Management, LLC 0002011352Feb 13, 2025 70$169.7M
Westbourne Investments, Inc. 0000932929Feb 14, 2025 125$169.7M
Carlson Capital, L.P. 0001056973Feb 5, 2025 32$169.6M
Twin Securities, Inc. 0001351351Feb 14, 2025 13$169.6M
Little Harbor Advisors, LLC 0001539639Feb 14, 2025 7$169.4M
Vista Investment Partners Ii, LLC 0002035219Feb 7, 2025 127$169.3M
Keener Financial Planning LLC 0002004495Jan 29, 2025 184$169.3M
Evergreen Wealth Management, LLC 0001965292Jan 31, 2025 53$169.2M
Aletheian Wealth Advisors LLC 0001922281Feb 14, 2025 77$169.1M
Brooks, Moore & Associates, Inc. 0001767040Feb 14, 2025 96$169.1M
Krensavage Asset Management, LLC 0001609251Feb 18, 2025 12$169.0M
Stone House Capital Management, LLC 0001589943Feb 14, 2025 3$168.8M
Capital Markets Trading UK LLP 0001719165Feb 14, 2025 73$168.7M
Latko Wealth Management, Ltd. 0001937769Jan 30, 2025 31$168.7M
Maripau Wealth Management LLC 0001890698Feb 5, 2025 138$168.6M
True Vision MN LLC 0002013460Jan 29, 2025 98$168.5M
Sage Advisory Services, Ltd.Co. 0001534378Feb 5, 2025 42$168.5M
Plotkin Financial Advisors, LLC 0001826394Mar 6, 2025 91$168.5M
Wheelhouse Advisory Group LLC 0001998946Jan 21, 2025 43$168.5M
HRC Wealth Management, LLC 0002009521Feb 12, 2025 50$168.5M
JNE Partners LLP 0001770120Feb 14, 2025 7$168.4M
Guardian Financial Partners, LLC 0001723514Jan 15, 2025 49$168.3M
Sound Stewardship, LLC 0001998101Jan 22, 2025 60$168.3M
Toews Corp. 0000932000Feb 4, 2025 9$168.3M
CoreFirst Bank & Trust 0001845199Feb 11, 2025 354$168.2M
Wormser Freres Gestion 0002051288Feb 20, 2025 48$168.2M
Concorde Financial Corp 0001911822Feb 14, 2025 36$168.1M
Peterson Wealth Management 0001785144Feb 14, 2025 50$168.0M
Novak & Powell Financial Services, Inc. 0002011548Feb 18, 2025 150$167.9M
CMT Capital Markets Trading GmbH 0001632813Feb 14, 2025 61$167.9M
TLW Wealth Management, LLC 0001767217Jan 23, 2025 17$167.9M
Gray Private Wealth, LLC 0001928877Jan 28, 2025 42$167.8M
LBJ Family Wealth Advisors, Ltd. 0001601622Apr 1, 2025 29$167.7M
Catawba River Capital 0001843303Jan 29, 2025 18$167.7M
TCG Capital Management, LP 0001930483Jan 27, 2025 1$167.7M
Spring Capital Management, LLC 0001899146Jan 15, 2025 45$167.5M
Aerodigm Wealth, LLC 0001927705Feb 4, 2025 75$167.4M
Naman Capital Ltda 0001946136Feb 14, 2025 12$167.4M
MTM Financial Group, LLC 0002132054Jun 23, 2026 73$167.3M
Anabranch Capital Management, LP 0001822480Feb 14, 2025 8$167.1M
GE Investment Management Corp. 0001125824Feb 14, 2025 4$167.1M
Index Venture Life Associates VI Ltd 0001865139Feb 14, 2025 2$167.1M
Truffle Hound Capital, LLC 0001595862Feb 11, 2025 48$167.0M
Aryeh Capital Management Ltd. 0001803120Feb 14, 2025 11$166.9M
Cunning Capital Partners, LP 0001571075Feb 13, 2025 54$166.8M
Banyan Capital Management, Inc. 0000846600Feb 3, 2025 16$166.7M
Menard Financial Group LLC 0001803156Feb 28, 2025 316$166.7M
R.m.sincerbeaux Capital Management LLC 0001426774Feb 14, 2025 38$166.6M
Cornerstone Enterprises, LLC 0001987314Feb 13, 2025 29$166.5M
Blue Sky Capital Consultants Group, Inc. 0002057054Feb 19, 2025 51$166.5M
Cove Private Wealth, LLC 0002015131Jan 16, 2025 107$166.5M
Vawter Financial, Ltd. 0001974403Jan 31, 2025 97$166.4M
Garnet Equity Capital Holdings, Inc. 0001423876Feb 14, 2025 18$166.4M
Solano Wealth Investment Advisors LLC 0002049179Feb 13, 2025 34$166.4M
Ausbil Investment Management Ltd 0001966036Jan 23, 2025 69$166.3M
Parkshore Wealth Management, Inc. 0002024251Feb 14, 2025 67$166.3M
Meritas Wealth Management, LLC 0001990690Jan 16, 2025 50$166.2M
Triavera Capital LLC 0002011325Feb 14, 2025 18$166.1M
Kieckhefer Group LLC 0002051613Jan 13, 2025 137$166.0M
General Partner, Inc. 0001800508Jan 3, 2025 173$166.0M
Anderson Financial Strategies, LLC 0002018166Feb 14, 2025 128$165.9M
Fortitude Advisory Group L.L.C. 0001928999Jan 22, 2025 201$165.9M
American State Bank (Iowa) 0002122473Apr 14, 2026 123$165.9M
Piedmont Capital Management, LLC 0001656150Feb 14, 2025 52$165.9M
VAUGHAN & Co SECURITIES, INC. 0000805870Jan 27, 2025 54$165.9M
Cohen Investment Advisors LLC 0001845081Jan 15, 2025 77$165.8M
Tull Financial Group, Inc. 0001769060Feb 4, 2025 28$165.8M
SWP Financial LLC 0002014200Jan 21, 2025 67$165.8M
Gate City Capital Management, LLC 0001705447Feb 14, 2025 15$165.7M
Hardin Capital Partners, LLC 0002033094Feb 12, 2025 113$165.7M
Family Capital Management, Inc. 0001964344Jan 30, 2025 70$165.7M
Viawealth, LLC 0001965401Feb 11, 2025 145$165.6M
Unconventional Investor, LLC 0001910387Feb 19, 2025 35$165.5M
Brendel Financial Advisors LLC 0001768065Jan 14, 2025 91$165.4M
First National Bank of Hutchinson 0001313871Feb 11, 2025 90$165.4M
Johnson & White Wealth Management, LLC 0001954136Jan 13, 2025 98$165.3M
Von Berge Wealth Management Group, LLC 0001908070Feb 6, 2025 64$165.2M
Armstrong, Fleming & Moore, Inc 0001990099Feb 5, 2025 95$165.1M
Ananym Capital Management, LP 0002037077Feb 18, 2025 9$165.0M
BostonPremier Wealth LLC 0002053783Jan 29, 2025 59$165.0M
Mendel Capital Management LLC 0001911384Feb 14, 2025 93$164.9M
Boomfish Wealth Group, LLC 0002010786Jan 23, 2025 93$164.8M
DHK Financial Advisors, Inc. 0001922962Jan 22, 2025 89$164.8M
Lauterbach Financial Advisors, LLC 0001909828Feb 7, 2025 74$164.8M
Destiny Capital Corp 0001965275Jan 31, 2025 48$164.8M
V2 Financial group LLC 0002022843Jan 28, 2025 81$164.6M
One Wealth Map LLC 0001802635Feb 24, 2025 76$164.6M
Blue Oak Capital, LLC 0001307125Jun 6, 2025 73$164.6M
Pacific Point Advisors, LLC 0002056976Feb 18, 2025 117$164.5M
Sunesis Advisors, LLC 0001748269Jan 24, 2025 40$164.5M
C M Bidwell & Associates Ltd. 0001091860Feb 12, 2025 485$164.5M
Agp Franklin, LLC 0002056566Feb 13, 2025 80$164.4M
FCG Investment Co 0002011697Jan 17, 2025 85$164.4M
Quartz Partners, LLC 0001659978Feb 4, 2025 145$164.3M
Elyxium Wealth, LLC 0002043538Feb 14, 2025 87$164.2M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0002032331Feb 18, 2025 226$164.2M
JBR Co Financial Management Inc 0002017878Feb 4, 2025 99$164.0M
Asahi Life Asset Management Co., LTD. 0001564835Feb 5, 2025 163$164.0M
David J Yvars Group 0001836266Jan 14, 2025 78$163.9M