13F History

ManagerCIKFiledPositions13F Reported Value
Asempa Wealth Advisors 0002099967Jul 13, 2026 115$131.1M
Eagle Wealth Advisors LLC 0002107271Jul 13, 2026 100$131.1M
James Reed Financial Services, Inc. 0001911052Jul 16, 2026 19$131.0M
Ramiah Investment Group 0001566307Jul 16, 2026 79$131.0M
Investors Portfolio Services LLC 0002073833Aug 14, 2026 673$131.0M
Anabranch Capital Management, LP 0001822480Aug 14, 2026 5$130.9M
Fulcrum Wealth Advisors, LLC 0002108790Jul 21, 2026 81$130.9M
Innovative Advisory Group, LLC 0002156202Sep 22, 2026 29$130.9M
Provident Co of the Employees of the Hebrew University LTD 0002016961Jul 27, 2026 35$130.8M
Godfrey Financial Associates, Inc. 0002097943Aug 11, 2026 1,090$130.7M
NewCorp Financial Services, Inc. 0002110453Aug 3, 2026 54$130.6M
Ativo Capital Management LLC 0001423065Aug 10, 2026 56$130.6M
P.A.W. Capital Corp. 0000949853Jul 28, 2026 65$130.6M
Chesapeake Asset Management LLC 0001079397Aug 4, 2026 362$130.5M
Wulff, Hansen & Co. 0000108634Aug 5, 2026 109$130.5M
Haven Global Partners, LLC 0002051846Aug 10, 2026 8$130.5M
Seal Cove Capital, LLC 0002135303Aug 14, 2026 10$130.5M
Bayban 0002110649Jul 30, 2026 595$130.3M
4WEALTH Advisors, Inc. 0002056676Jul 17, 2026 151$130.3M
BankChampaign, National Association 0002135773Jul 23, 2026 200$130.2M
R.H. Dinel Investment Counsel, Inc. 0001598352Jul 13, 2026 40$130.2M
Lynch Investment Planning, LLC 0002110354Jul 17, 2026 56$130.2M
CDC Financial, Inc. 0002077836Aug 14, 2026 38$130.2M
APS Management Group, Inc. 0001914985Jul 13, 2026 77$130.1M
Nano Cap New Millennium Growth Fund L P 0001277890Aug 14, 2026 135$130.0M
Troutman Wealth Management, LLC 0002110807Aug 13, 2026 38$130.0M
Diker Management LLC 0001276525Aug 14, 2026 46$129.9M
Forest Hill Capital, LLC 0001316550Aug 14, 2026 21$129.9M
CPR Investments Inc. 0001775053Jul 15, 2026 55$129.9M
Argus Investors' Counsel, Inc. 0000007195Jul 31, 2026 106$129.9M
Avail Investment Partners, LLC 0002134779Jul 31, 2026 199$129.8M
Maimon Wealth Management LTD. 0001760401Jul 24, 2026 80$129.8M
Advocate Investing Services LLC 0002110509Jul 29, 2026 460$129.8M
Tandem Investment Partners LLC 0002056333Jul 27, 2026 76$129.7M
Hudson Oak Wealth Advisory LLC 0002088700Jul 21, 2026 52$129.7M
Kurv Investment Management LLC 0002027462Aug 13, 2026 35$129.6M
Epacria Capital Partners, LLC 0001927623Aug 14, 2026 24$129.6M
Global Strategic Management Inc. 0001413303Aug 14, 2026 26$129.6M
Wolfstich Capital, LLC 0002047009Jul 24, 2026 19$129.5M
Capital Today Evergreen Fund, L.P. 0001625502Aug 7, 2026 3$129.5M
Whitebark Investors LP 0002042091Aug 14, 2026 10$129.5M
Graham Capital Wealth Management, LLC 0001907528Aug 7, 2026 62$129.4M
Schaeffer Financial LLC 0001898838Aug 3, 2026 27$129.3M
Davis Wealth Advisors, LLC 0002104502Aug 14, 2026 73$129.3M
Up Capital Management, Inc. 0002117787Aug 5, 2026 20$129.2M
Santa Clara Valley Transportation Authority 0002043469Aug 12, 2026 4$129.1M
Sierra Legacy Group 0002056766Jul 17, 2026 79$129.1M
S Harris Financial Group, LLC 0002112907Jul 24, 2026 124$129.0M
CenturyLink Investment Management Co 0001054522Jul 7, 2026 3$129.0M
CenterStar Asset Management, LLC 0001722053Aug 5, 2026 50$128.9M
Sherman Asset Management, Inc. 0001736535Aug 5, 2026 136$128.9M
CrossGen Wealth, LLC 0002112179Jul 24, 2026 214$128.7M
Koenig Investment Advisory, LLC 0002114481Jul 16, 2026 37$128.7M
Quest 10 Wealth Builders, Inc. 0002035215Jul 24, 2026 776$128.7M
Linden Rose Investment LLC 0001833819Aug 5, 2026 8$128.7M
Professional Financial Solutions LLC 0001036215Aug 7, 2026 41$128.7M
JMN Financial LLC 0002113267Aug 10, 2026 229$128.6M
William Howard & Co Financial Advisors Inc 0002023493Jul 9, 2026 54$128.6M
Ridge Creek Global, Inc 0002111429Aug 11, 2026 94$128.5M
TenCore Partners, LP 0001755784Aug 12, 2026 15$128.4M
Safe Harbor Fiduciary, LLC 0002036114Aug 14, 2026 61$128.4M
TT Capital Management LLC 0002056338Aug 4, 2026 77$128.4M
Journey Retirement Planning & Investment Management LLC 0002122180Jul 24, 2026 154$128.3M
Kennon-Green & Company, LLC 0001963352Aug 6, 2026 41$128.3M
Journey Beyond Wealth, LLC 0002052989Aug 5, 2026 30$128.1M
CDKV Holdings LLC 0002109928Jul 31, 2026 276$128.0M
Lord & Richards Wealth Management, LLC 0002045252Jul 21, 2026 49$127.8M
Brooklands Fund Management Ltd 0002036388Aug 11, 2026 36$127.7M
Fortune Financial Group, Inc. 0002106311Jul 27, 2026 119$127.7M
SkyView Investment Advisors, LLC 0001848237Sep 15, 2026 278$127.7M
C2C Wealth Management, LLC 0001868903Jul 9, 2026 95$127.6M
Continental Investors Services, Inc. 0000883634Aug 13, 2026 81$127.6M
Parametrica Management Ltd 0001535110Aug 12, 2026 20$127.6M
New York University 0002069154Jul 17, 2026 1$127.5M
Financial Concepts Unlimited, Inc. 0002112099Aug 6, 2026 44$127.5M
Twin Lions Management LLC 0002055318Aug 14, 2026 9$127.5M
Risk Paradigm Group, LLC 0001569886Aug 5, 2026 57$127.5M
TCM Advisors, LLC 0001911491Aug 13, 2026 62$127.5M
Osbon Capital Management LLC 0001784418Aug 13, 2026 422$127.5M
Farley Capital L.P. 0001479465Aug 6, 2026 15$127.4M
Eagle Harbor Asset Management Inc. 0001088388Aug 11, 2026 135$127.4M
M Wealth Management, LLC 0002026150Jul 27, 2026 57$127.3M
Alta Partners Management Company, L.P. 0002054419Jul 22, 2026 2$127.3M
Fairman Group, LLC 0002016719Aug 4, 2026 332$127.3M
Roger Wittlin Investment Advisory, LLC 0001911328Jul 17, 2026 43$127.3M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0002106763Jul 22, 2026 65$127.3M
Canaan Partners XI LLC 0001850694Jul 20, 2026 3$127.3M
Smith Asset Management Co., LLC 0002068217Jul 14, 2026 70$127.1M
Afg Fiduciary Services Limited Partnership 0001907820Jul 9, 2026 59$127.0M
NWM Advisors, LLC 0002098824Aug 28, 2026 23$127.0M
Topor & Co. Korea 0002113285Jul 9, 2026 19$126.9M
North Horizon Holdings Inc. 0001891936Jul 31, 2026 1$126.8M
Financial Planning Fort Collins, LLC 0002111920Jul 10, 2026 32$126.7M
Leo H. Evart, Inc. 0001920405Aug 18, 2026 295$126.6M
Pragma Gestao DE Patrimonio Ltd. 0001555512Aug 13, 2026 16$126.6M
Veradace Capital Management LLC 0001772351Aug 14, 2026 24$126.5M
Frankly Finances, LLC 0002096338Jul 15, 2026 90$126.5M
Virtus Family Office LLC 0001913482Aug 4, 2026 62$126.5M
Roxbury Financial LLC 0002054149Jul 1, 2026 410$126.5M
Lubar & Co., Inc 0001473033Jul 28, 2026 3$126.4M