13F History

ManagerCIKFiledPositions13F Reported Value
Acuitas Investments, LLC 0001524828Jul 31, 2025 53$125.7M
EJF Capital LP 0001353254Aug 14, 2025 71$125.7M
Life Planning Partners, Inc 0001910934Jul 21, 2025 65$125.6M
Muirfield Wealth Advisors LLC 0002014898Jul 25, 2025 70$125.6M
Coastwise Capital Group, LLC 0001934500Jul 11, 2025 124$125.6M
J2 Capital Management Inc 0001586882Jul 21, 2025 116$125.5M
Elevate Capital Advisors, LLC 0001909571Jul 22, 2025 67$125.5M
Crown Advisors Management, Inc. 0001733248Aug 5, 2025 39$125.4M
denkapparat Operations GmbH 0001999514Aug 8, 2025 242$125.3M
Sequent Asset Management, LLC 0001509550Jul 31, 2025 65$125.2M
Magnolia Capital Management Ltd. 0001802361Jul 23, 2025 75$125.2M
Centricity Wealth Management, LLC 0002054645Jul 18, 2025 430$125.1M
Robinson Smith Wealth Advisors LLC 0002008554Aug 6, 2025 91$125.1M
PUREfi Wealth, LLC 0002001520Jul 22, 2025 156$125.1M
Birch Financial Group, LLC 0002083592Oct 31, 2025 116$125.0M
White & Co Financial Planning Inc 0002039300Jul 22, 2025 19$125.0M
Kennon-Green & Company, LLC 0001963352Jul 28, 2025 41$125.0M
SageOak Financial, LLC 0002055829Aug 8, 2025 32$125.0M
Morey & Quinn Wealth Partners, LLC 0002055521Jul 23, 2025 129$125.0M
Walnut Level Capital LLC 0001803088Aug 14, 2025 34$124.9M
Alterna Wealth Management, Inc. 0001767699Aug 11, 2025 105$124.9M
Ackerman Asset Management, LLC 0002067071Aug 14, 2025 24$124.8M
Multicoin Capital Management, LLC 0002017172Aug 14, 2025 2$124.8M
Forefront Wealth Management Inc. 0001904828Jul 17, 2025 62$124.7M
Schrum Private Wealth Management LLC 0001914987Jul 23, 2025 125$124.7M
Apex Wealth Management, LLC 0002056695Aug 8, 2025 55$124.6M
Flywheel Private Wealth LLC 0002029680Jul 17, 2025 85$124.6M
Prossimo Advisors, LLC 0001965307Aug 13, 2025 127$124.6M
SCP Investment, LP 0001730961Aug 13, 2025 43$124.6M
Monimus Capital Management, LP 0001848831Aug 15, 2025 51$124.6M
Hedges Asset Management LLC 0001906202Jul 7, 2025 101$124.5M
M.E. Allison & Co., Inc. 0001619532Jul 25, 2025 171$124.5M
Wincap Financial LLC 0002064588Aug 1, 2025 85$124.4M
Cooksen Wealth, LLC 0002016393Aug 15, 2025 90$124.4M
HCEP Management Ltd 0001822015Aug 13, 2025 9$124.4M
XXEC, Inc. 0001828822Aug 13, 2025 19$124.4M
Jacksonville Wealth Management, LLC 0002048486Aug 8, 2025 65$124.4M
Andrew Hill Investment Advisors, Inc. 0001897071Jul 10, 2025 51$124.3M
Fortune Financial Advisors, LLC 0001961828Jul 16, 2025 95$124.3M
Pacific Asset Management, LLC 0002054012Jul 10, 2025 56$124.3M
Cannon Advisors, Inc. 0001805370Aug 11, 2025 69$124.2M
Comprehensive Wealth Management, LLC 0001535202Aug 11, 2025 39$124.2M
Skerryvore Asset Management Ltd 0002043964Aug 14, 2025 6$124.2M
Slocum, Gordon & Co LLP 0001993325Aug 19, 2025 125$124.1M
Anson Capital, Inc. 0001906003Aug 1, 2025 77$124.1M
American Alpha Advisors, LLC 0002041441Aug 7, 2025 83$124.0M
Hoese & Co LLP 0001840268Jul 29, 2025 154$124.0M
Square Peg Capital PTY Ltd. 0001803194Aug 14, 2025 9$124.0M
Astra Wealth Partners LLC 0002054825Aug 5, 2025 77$124.0M
Winebrenner Capital Management LLC 0002047728Aug 1, 2025 128$124.0M
Hickory Point Bank & Trust 0002039144Jul 8, 2025 123$123.9M
Bain Capital Venture Investors, LLC 0001309469Aug 14, 2025 2$123.9M
SIMA Wealth Partners, LLC 0002135539Jun 15, 2026 153$123.9M
Foresite Capital Management IV, LLC 0001704132Aug 12, 2025 6$123.8M
Gallagher Capital Advisors, LLC 0002034519Jul 31, 2025 59$123.8M
Tme Financial, Inc. 0002056230Aug 5, 2025 74$123.7M
Partnership Wealth Management, LLC 0002010656Jul 8, 2025 69$123.5M
Courant Investment Management LLC 0001695426Jul 28, 2025 8$123.5M
SpringVest Wealth Management LLC 0002058986Jul 23, 2025 61$123.5M
Seek First Inc. 0002060504Jul 14, 2025 55$123.4M
Accredited Wealth Management, LLC 0002056519Aug 12, 2025 373$123.4M
TT Capital Management LLC 0002056338Aug 22, 2025 68$123.3M
Arbor Wealth Advisors LLC 0002009890Jul 10, 2025 54$123.3M
Decade Renewable Partners LP 0001915836Aug 14, 2025 26$123.2M
Miramar Fiduciary Corp 0001587301Jul 25, 2025 5$123.1M
Stage Harbor Financial, LLC 0001934721Aug 14, 2025 55$123.1M
First Community Trust NA 0001130344Jul 7, 2025 326$123.1M
Murphy & Mullick Capital Management Corp 0002047271Aug 14, 2025 688$123.0M
FSA Advisors, Inc. 0001905627Aug 1, 2025 177$123.0M
Financial Life Planners 0002053368Aug 8, 2025 54$122.9M
Scratch Capital LLC 0002055324Jul 11, 2025 37$122.9M
Pollock Investment Advisors, LLC 0002049804Aug 11, 2025 40$122.7M
Ridgeline Wealth, LLC 0001934226Jul 11, 2025 48$122.6M
Trace Wealth Advisors, LLC 0002055838Aug 14, 2025 57$122.4M
Twin City Private Wealth, LLC 0002021982Aug 4, 2025 102$122.4M
Cannon Wealth Management Services, LLC 0002043725Jul 23, 2025 80$122.4M
GEN Financial Management, INC. 0002032497Jul 18, 2025 44$122.3M
Black Cypress Capital Management, LLC 0002022614Aug 13, 2025 28$122.3M
Kamunting Street Capital Management, L.P. 0001317267Aug 14, 2025 14$122.2M
Aspire Growth Partners LLC 0002055568Aug 13, 2025 114$122.1M
SwitchPoint Financial Planning, LLC 0002055526Aug 1, 2025 59$122.0M
Archon Capital Management LLC 0001398825Aug 13, 2025 48$122.0M
Macroview Investment Management LLC 0001551727Jul 22, 2025 93$122.0M
Opulen Financial Group LLC 0002055099Jul 23, 2025 100$121.9M
Bonfire Financial 0001762539Aug 6, 2025 53$121.9M
Richwood Investment Advisors, LLC 0001911900Jul 23, 2025 100$121.8M
Clifford Group, LLC 0001965522Aug 14, 2025 83$121.7M
Palacios Wealth Management, LLC 0002053829Jul 14, 2025 71$121.7M
Fairman Group, LLC 0002016719Jul 28, 2025 257$121.6M
Ridgeline Wealth Planning, LLC 0002013788Jul 24, 2025 37$121.5M
Washington University 0000903603Jul 18, 2025 4$121.4M
Avant Financial Advisors LLC 0002063243Aug 5, 2025 64$121.4M
Argyle Capital Partners, LLC 0002079995Aug 13, 2025 150$121.4M
Summit Investment Advisors, Inc. 0002055275Aug 6, 2025 55$121.4M
Shorepath Capital Management LLC 0002012685Aug 4, 2025 23$121.3M
AGH Wealth Advisors, LLC 0002061010Aug 5, 2025 127$121.3M
Exome Asset Management LLC 0002011932Aug 15, 2025 55$121.3M
PMG Wealth Management, Inc. 0002052904Jul 17, 2025 53$121.2M
Avantra Family Wealth, Inc. 0001774744Jul 23, 2025 131$121.1M
Boreal Capital Management LLC 0002080094Aug 12, 2025 488$121.1M