13F History

ManagerCIKFiledPositions13F Reported Value
Kolinsky Wealth Management, LLC 0001904326Feb 18, 2025 174$163.8M
Fortress Private Ledger, LLC 0001718251Feb 14, 2025 147$163.7M
B Group, Inc. 0002043476Feb 14, 2025 18$163.6M
Starwood Capital Group Management, L.L.C. 0001388788Feb 14, 2025 7$163.6M
Flower City Capital 0001808394Jan 16, 2025 34$163.5M
Pachira Investments Inc. 0001563634Jan 29, 2025 56$163.4M
Value Base Ltd. 0001992355Feb 11, 2025 8$163.3M
HBC Financial Services, PLLC 0001802872Jan 16, 2025 202$163.2M
BCK Partners, Inc. 0001845867Jan 30, 2025 26$163.1M
Central Asset Investments & Management Holdings (HK) Ltd 0001583672Feb 5, 2025 76$163.1M
Northern Capital Management, Inc. 0001581794Feb 10, 2025 40$163.1M
Prairie Sky Financial Group LLC 0001985274Jan 17, 2025 71$163.1M
Crystal Rock Capital Management 0001510668Feb 5, 2025 26$163.0M
Ade, LLC 0001845950Jan 17, 2025 81$162.9M
William Allan Corp 0001910961Jan 28, 2025 53$162.7M
Sylvest Advisors, LLC 0002044121Jan 24, 2025 74$162.7M
International City Management Association Retirement Corp 0001691813Jan 17, 2025 5$162.6M
Walker Asset Management, LLC 0001923053Jan 15, 2025 134$162.6M
Worth Financial Advisory Group, LLC 0001964358Feb 12, 2025 156$162.5M
Archer Investment Management, LLC 0002052868Jan 24, 2025 58$162.4M
True Blue (BVI) Ltd 0002011315Jun 24, 2025 5$162.3M
Investments & Financial Planning, LLC 0001909307Jan 28, 2025 33$162.2M
SummerHaven Investment Management, LLC 0001846436Jan 14, 2025 197$162.2M
Ables, Iannone, Moore & Associates, Inc. 0002013713Jan 6, 2025 55$162.1M
Massachusetts Wealth Management 0001966011Jan 27, 2025 90$162.0M
Bradyco, Inc. 0002055007Feb 7, 2025 52$161.9M
Mader & Shannon Wealth Management, Inc. 0001535862Feb 3, 2025 21$161.7M
Ecofi Investissements SA 0002034064Feb 13, 2025 41$161.7M
McDonough Capital Management, Inc 0001912128Feb 6, 2025 47$161.7M
LifePlan Investment Advisors, Inc. 0002045484Feb 14, 2025 97$161.7M
W Advisors, LLC 0001929907Jan 22, 2025 115$161.7M
Washburn Capital Management, Inc. 0001793923Jan 28, 2025 55$161.5M
Mosley Wealth Management 0002011849Feb 11, 2025 114$161.5M
Virginia Wealth Management Group, Inc. 0001898282Jan 27, 2025 57$161.5M
Foundry Financial Group, Inc. 0002007960Feb 7, 2025 60$161.5M
Stance Capital LLC 0002056334Apr 14, 2025 270$161.4M
Cna Financial Corp. 0000021175Feb 14, 2025 14$161.3M
Baron Financial Group, LLC 0001832093Jan 21, 2025 50$161.3M
TrueWealth Financial Partners 0001908108Feb 14, 2025 19$161.2M
4Thought Financial Group Inc. 0001840261Jan 31, 2025 90$161.1M
Chokshi & Queen Wealth Advisors, Inc 0002057199Feb 25, 2025 48$161.1M
BML Capital Management, LLC 0001616824Feb 7, 2025 25$161.0M
Pensionfund PDN 0001297731Jan 6, 2025 69$160.9M
Q3 Asset Management 0001732543Jan 24, 2025 47$160.9M
RPS Advisory Solutions LLC 0002031671Feb 3, 2025 99$160.7M
Wealth Watch Advisors, INC 0002040515May 15, 2025 72$160.7M
Williams Financial, LLC 0001846923Jan 24, 2025 18$160.6M
Pinnacle Wealth Management Group, Inc. 0001868491Jan 13, 2025 116$160.6M
Fairbanks Capital Management, Inc. 0001681372Feb 14, 2025 51$160.5M
Herbst Group, LLC 0001909319Jan 15, 2025 60$160.4M
Higgins & Schmidt Wealth Strategies LLC 0001941260Mar 25, 2025 46$160.4M
Passumpsic Savings Bank 0002023170Feb 3, 2025 80$160.3M
Bradley & Co. Private Wealth Management, LLC 0001861678Feb 4, 2025 189$160.2M
Hager Investment Management Services, LLC 0002026645Jan 27, 2025 287$160.2M
Martin Worley Group 0002049542Feb 12, 2025 86$160.0M
Triton Financial Group Inc 0001811805Mar 10, 2025 107$160.0M
Rubicon Global Capital Ltd 0002055276Feb 14, 2025 9$159.9M
Long Island Wealth Management, Inc. 0002011177Feb 14, 2025 72$159.8M
Sowa Financial Group, Inc. 0001806226Jan 16, 2025 30$159.7M
Asset Planning Corporation 0000007773Jan 24, 2025 42$159.7M
Valued Wealth Advisors LLC 0002007175Jan 22, 2025 645$159.6M
Ventas, Inc. 0000740260Feb 13, 2025 1$159.6M
Covestor Ltd 0001909846Feb 13, 2025 2,804$159.4M
Aurora Investment Managers, LLC. 0001798485Jan 16, 2025 46$159.3M
Birchcreek Wealth Management, LLC 0001840341Feb 4, 2025 121$159.2M
Bright Financial Advisors, Inc. 0002022456Jan 28, 2025 55$159.1M
Eagle Bay Advisors LLC 0001862864Jan 13, 2025 1,001$159.0M
Draper Asset Management, LLC 0001847921Feb 7, 2025 16$159.0M
Petiole USA ltd 0001600202Feb 13, 2025 39$158.9M
Plustick Management LLC 0001643351Feb 14, 2025 20$158.9M
Criterion Capital Advisors, LLC 0001765884Feb 10, 2025 348$158.9M
Tenret Co LLC 0001874146Feb 4, 2025 34$158.8M
Spectrum Strategic Capital Management, LLC 0001554961Jan 22, 2025 30$158.7M
Candelo Capital Management LP 0001845660Feb 14, 2025 29$158.7M
Innova Wealth Partners 0001888831Jan 8, 2025 88$158.7M
Cape Ann Asset Management Ltd 0001768237Feb 6, 2025 8$158.7M
22NW, LP 0001694297Feb 14, 2025 16$158.5M
Wynn Capital, LLC 0002009900Jan 14, 2025 107$158.4M
HCC Manager LLC 0001844818Feb 10, 2025 2$158.4M
Amiral Gestion 0001828064Sep 15, 2025 31$158.4M
Alta Advisers Ltd 0001536114Feb 14, 2025 153$158.4M
Hamilton Capital Partners, LLC 0002037578Feb 7, 2025 30$158.3M
Aspiring Ventures, LLC 0001738640Jan 21, 2025 48$158.3M
Nutshell Asset Management Ltd 0002021442Feb 13, 2025 30$158.3M
Smith Thornton Advisors LLC 0002032436Jan 14, 2025 138$158.3M
Toronado Partners, LLC 0001749611Feb 13, 2025 11$158.3M
Visualize Group LP 0001994625Feb 14, 2025 12$158.0M
GraniteShares Advisors LLC 0001839545Feb 4, 2025 90$158.0M
Greater Midwest Financial Group, LLC 0002025409Jan 21, 2025 56$158.0M
Founders Capital Management 0001704300Jan 13, 2025 368$158.0M
Insight Wealth Partners, LLC 0001627003Feb 14, 2025 91$158.0M
17 Capital Partners, LLC 0001727407Jan 28, 2025 134$157.9M
Hara Capital LLC 0002010015Mar 14, 2025 301$157.9M
William B. Walkup & Associates, Inc. 0002034054Feb 14, 2025 160$157.9M
Tranquilli Financial Advisor LLC 0001847769Jan 27, 2025 108$157.9M
Gridiron Partners, LLC 0001910867Jan 15, 2025 63$157.9M
Copperleaf Capital, LLC 0001802225Jan 30, 2025 91$157.9M
Cosner Financial Group, LLC 0001674627Jan 31, 2025 37$157.8M
Kopp Family Office, LLC 0001683689Feb 13, 2025 21$157.8M
Rossby Financial, LCC 0002056510Feb 13, 2025 199$157.6M