13F History

ManagerCIKFiledPositions13F Reported Value
CNO Financial Group, Inc. 0001224608Aug 12, 2026 8$174.7M
Credit Capital Investments LLC 0001631208Jul 14, 2026 42$174.6M
Pring Turner Capital Group Inc. 0001568839Aug 10, 2026 73$174.6M
CogentBlue Wealth Advisors, LLC 0002054047Jul 16, 2026 103$174.5M
Hansen & Associates Financial Group, Inc. 0001873973Jul 20, 2026 45$174.5M
Boyar Asset Management Inc. 0001218254Aug 14, 2026 77$174.4M
Stilwell Value LLC 0001397076Aug 7, 2026 24$174.4M
Alterna Wealth Management, Inc. 0001767699Jul 16, 2026 109$174.3M
Accelerate Investment Advisors LLC 0002035216Aug 12, 2026 149$174.1M
Patrick M Sweeney & Associates, Inc. 0002010453Aug 10, 2026 172$174.1M
Northwest Wealth Advisors, LLC 0002094564Jul 23, 2026 66$174.0M
6th Street Advisors, LLC 0002102803Jul 23, 2026 61$174.0M
Pacific Wealth Strategies Group, Inc. 0001766571Jul 17, 2026 59$174.0M
Kalehua Capital Management LLC 0002106181Aug 19, 2026 26$174.0M
MontVue Capital Management, Inc. 0002008758Jul 27, 2026 78$173.8M
M.E. Allison & Co., Inc. 0001619532Jul 7, 2026 195$173.7M
Cedar Point Capital Partners, LLC 0001954337Jul 27, 2026 76$173.7M
Triton Financial Group Inc 0001811805Aug 17, 2026 99$173.7M
Clutterbuck Capital Management LLC 0001517638Aug 10, 2026 4$173.7M
Melia Wealth LLC 0001964047Aug 17, 2026 23$173.7M
Strategent Financial, LLC 0002052737Aug 3, 2026 41$173.6M
Livet Wealth, LLC 0002111409Jul 28, 2026 122$173.4M
Ehrenkranz Partners L.P. 0001641043Aug 14, 2026 49$173.2M
Natixis Investment Managers, LLC 0001053187Aug 13, 2026 4$173.2M
SwitchPoint Financial Planning, LLC 0002055526Aug 17, 2026 71$173.2M
Covestor Ltd 0001909846Aug 7, 2026 2,832$173.2M
Stage Harbor Financial, LLC 0001934721Aug 7, 2026 64$173.1M
American Institute for Advanced Investment Management, LLP 0001805824Jul 22, 2026 159$173.1M
Gutierrez Wealth Advisory, LLC 0001965923Aug 3, 2026 70$173.0M
Kuhn & Co Investment Counsel 0002011958Jul 31, 2026 149$173.0M
Teton Advisors, LLC 0002086025Aug 12, 2026 157$173.0M
Alpine Fox Capital LLC 0002096493Aug 14, 2026 18$173.0M
Concorde Asset Management, LLC 0001631773Aug 18, 2026 152$172.8M
Archvest Wealth Advisors, Inc. 0001910174Jul 27, 2026 73$172.8M
PVG Asset Management Corp. 0000820434Jul 1, 2026 129$172.7M
Hopwood Financial Services, Inc. 0002023166Jul 22, 2026 92$172.7M
Grantvest Financial Group LLC 0002055216Aug 7, 2026 189$172.6M
Charter Oak Advisors LP 0002022905Aug 13, 2026 13$172.5M
DeLarme Wealth Management, Inc. 0002070361Aug 10, 2026 68$172.5M
Doheny Asset Management 0000936936Aug 10, 2026 61$172.4M
Fundamenta Capital S.A. 0002088289Jul 28, 2026 14$172.4M
Sanders Morris Harris LLC 0001053994Jul 7, 2026 75$172.4M
Pacific Park Financial, Inc. 0002107255Jul 21, 2026 77$172.3M
Innovative Wealth Building LLC 0002062596Jul 23, 2026 84$172.1M
Aspire Growth Partners LLC 0002055568Jul 29, 2026 128$172.1M
Networth Advisors, LLC 0002099019Jul 22, 2026 383$172.1M
Coastwise Capital Group, LLC 0001934500Jul 16, 2026 143$172.0M
Paladin Wealth, LLC 0002040377Jul 9, 2026 134$171.9M
Stonekeep Investments, LLC 0002032486Jul 10, 2026 81$171.8M
Graphene Investments SAS 0001965776Jul 20, 2026 42$171.8M
Collaborative Fund Advisors, LLC 0002132074Jul 31, 2026 182$171.8M
Shade Tree Advisors LLC 0001804785Aug 4, 2026 29$171.7M
Northland Securities, Inc. 0001006938Aug 4, 2026 117$171.7M
Welch Financial Planning, LLC 0002085141Jul 15, 2026 71$171.6M
Gambit Capital Management, LLC 0002107464Aug 11, 2026 102$171.5M
Brian Low Financial Group, LLC 0002079080Jul 28, 2026 116$171.4M
Lifetime Wealth Management P.C. 0002116339Aug 17, 2026 90$171.3M
Bannerman Wealth Management Group, LLC 0002058816Jul 8, 2026 37$171.3M
Pingora Partners LLC 0002011176Aug 14, 2026 182$171.3M
Del-Sette Capital Management, LLC 0001610580Jul 30, 2026 50$171.3M
Fidato Wealth LLC 0001711360Aug 3, 2026 14$171.1M
Guided Capital Wealth Management, LLC 0001849618Jul 24, 2026 35$171.0M
Alexis Investment Partners, LLC 0002054271Jul 23, 2026 38$171.0M
Longview Financial Advisors, Inc. 0001786915Jul 6, 2026 43$171.0M
Ridgeline Wealth, LLC 0001934226Jul 6, 2026 60$170.9M
Fig Financial Advisory Services Inc. 0000753967Aug 10, 2026 74$170.8M
Strategic Value Partners, LLC 0001301912Aug 4, 2026 1$170.8M
Invariant Investment Management 0001850871Jul 8, 2026 68$170.6M
Cathy Pareto & Associates, Inc. 0002045974Jul 15, 2026 102$170.6M
Wilson & Boucher Capital Management, LLC 0001903579Aug 19, 2026 121$170.4M
Banco de Sabadell, S.A 0001730299Aug 4, 2026 61$170.4M
Pfizer Inc 0000078003Aug 13, 2026 17$170.4M
Continental Advisors LLC 0001277779Jul 27, 2026 40$170.4M
NDWM LLC 0001818386Jul 23, 2026 38$170.2M
WPG Advisers, LLC 0002067343Aug 6, 2026 1,549$170.1M
Evolution Wealth Management Inc. 0002010029Jul 21, 2026 935$170.1M
HarbourVest Partners LLC 0001201001Aug 14, 2026 6$170.0M
Gordian Advisors LLC 0002011856Aug 4, 2026 65$170.0M
Oep Capital Advisors, L.P. 0001817681Aug 12, 2026 1$170.0M
Chatterton & Associates Inc. 0002102688Jul 14, 2026 101$169.9M
Aspetuck Financial Management LLC 0002048608Aug 11, 2026 79$169.9M
Jackson Wealth Management, LLC 0001536799Aug 20, 2026 86$169.9M
Park Capital Management, LLC / WI 0001998000Jul 13, 2026 161$169.9M
Providence Wealth Advisors, LLC 0001744955Jul 30, 2026 84$169.8M
Community Bank of Raymore 0001599923Jul 28, 2026 76$169.7M
Christian Investment Advisors, Inc. 0002055071Aug 10, 2026 14$169.7M
Nautilus Advisors LLC 0002083253Jul 14, 2026 179$169.6M
Collar Capital Management, LLC 0002056719Jul 27, 2026 73$169.6M
Arsenal Capital Advisors LLC 0002109474Aug 11, 2026 107$169.4M
Ripple Effect Asset Management LP 0002031590Aug 13, 2026 18$169.4M
RiverTree Advisors, LLC 0001872501Jul 22, 2026 72$169.3M
Sandler Capital Management 0001000742Aug 14, 2026 112$169.3M
Ellerson Group Inc. 0000935570Jul 31, 2026 64$169.3M
Hoffman, Alan N Investment Management 0001848530Jul 9, 2026 14$169.3M
Tailwinds Wealth, LLC 0002109222Jul 13, 2026 89$169.3M
Palacios Wealth Management, LLC 0002053829Jul 23, 2026 76$169.2M
CFC Planning Co LLC 0001854428Aug 5, 2026 70$169.2M
Nicholson Wealth Management Group, LLC 0002035982Jul 29, 2026 109$169.1M
J Digital 6 LLC 0002090663Aug 13, 2026 3$169.1M
Foundation Wealth Management, LLC 0001966351Jul 30, 2026 51$169.1M