13F History

ManagerCIKFiledPositions13F Reported Value
Walsky Investment Management, Inc. 0002110046May 15, 2026 50$98.0M
Advisory Advocates, LLC 0002111697May 5, 2026 160$97.9M
Ebert Capital Management Inc. 0002102530Apr 10, 2026 26$97.9M
Wulff, Hansen & Co. 0000108634May 7, 2026 98$97.9M
Whitford Management LLC 0001957726May 15, 2026 22$97.9M
Financial Network Wealth Advisors LLC 0002012031May 14, 2026 772$97.7M
GLP Holdings LLLP 0002103074Apr 13, 2026 4$97.7M
Urban Wealth Management, LLC 0001845521Apr 21, 2026 93$97.7M
CSP Financial Group, LLC 0002111080May 8, 2026 20$97.7M
Bluebird Wealth Management LLC 0002104503May 8, 2026 77$97.7M
Villanova Investment Management Co LLC 0001872130May 8, 2026 56$97.6M
Broadhurst Jeffrey B 0002114882May 14, 2026 41$97.6M
RCW Management, LLC 0002104402Apr 15, 2026 68$97.6M
Chiron Capital Management, LLC 0001830922Apr 21, 2026 117$97.5M
Sensenig Capital Advisors, Inc 0002092381Apr 14, 2026 33$97.5M
Ballast Financial Advisors LLC 0002109821May 14, 2026 68$97.5M
John & Kathleen Schreiber Foundation 0001910790May 14, 2026 4$97.5M
Cogent Strategic Wealth LLC 0002106852May 4, 2026 56$97.3M
Atlas Wealth Partners, LLC 0001965798Apr 29, 2026 65$97.3M
Entelevest, LLC 0002109595May 5, 2026 107$97.2M
Strategic Financial Group, LLC 0002131286Apr 29, 2026 18$97.1M
Unified Investment Management 0002054855Apr 29, 2026 132$97.1M
Partners Wealth Management, LLC 0002054714Apr 24, 2026 109$97.0M
Yu Fan 0001668029May 18, 2026 8$97.0M
Landmark Investment Partners, L.P. 0002023551May 15, 2026 20$96.8M
Standard Family Office LLC 0001809494May 14, 2026 31$96.8M
BRIGHT VALLEY CAPITAL Ltd 0001965546May 13, 2026 11$96.7M
truNorth Financial Services, Inc. 0002108201May 5, 2026 49$96.7M
Ramsey Quantitative Systems 0001132897Apr 17, 2026 14$96.6M
Fullerton Advisors, LLC 0002108355Apr 21, 2026 53$96.6M
Watershed Asset Management, L.L.C. 0001315926May 6, 2026 118$96.5M
Samara Investment Management, LLC 0002110507May 7, 2026 72$96.5M
Yanni & Associates Investment Advisors, LLC 0002109644Apr 9, 2026 34$96.5M
Steel Partners Holdings L.P. 0001452857May 15, 2026 10$96.4M
Unify Financial Advisors 0002126814Apr 23, 2026 89$96.4M
Hestia Capital Management, LLC 0001815344May 8, 2026 4$96.3M
Wernau Asset Management Inc. 0002053236Apr 22, 2026 47$96.1M
Professional Financial Management, Inc. 0002130270May 12, 2026 23$96.1M
American Wealth Advisors, LLC 0002095589Apr 29, 2026 41$96.0M
E6 Portfolios, LLC 0002110817May 12, 2026 58$95.9M
Oregon Pacific Wealth Management, LLC 0002043757Apr 23, 2026 105$95.8M
IFC & Insurance Marketing, Inc. 0002095709Apr 17, 2026 72$95.8M
Fortress Financial Solutions, LLC 0002039501May 4, 2026 56$95.7M
Red Reef Advisors LLC 0002122970May 12, 2026 179$95.5M
Twin Peaks Capital Ltd 0002153025Sep 16, 2026 10$95.5M
SFI Advisors, LLC 0001911308May 5, 2026 48$95.2M
Pacific Excel Wealth Advisors, Inc. 0002110884May 13, 2026 140$95.1M
Helios Capital Management Pte. Ltd. 0001727612May 5, 2026 21$95.1M
Premier Private Wealth Management LLC 0002056550May 7, 2026 53$94.8M
Aflac Inc 0000004977May 6, 2026 4$94.8M
Ankerstar Wealth, LLC 0002053917May 14, 2026 955$94.7M
Kurv Investment Management LLC 0002027462May 15, 2026 35$94.6M
Boxwood Ventures, Inc. 0001885946May 11, 2026 33$94.3M
Boyer Financial Services, Inc. 0002108122Apr 10, 2026 44$94.3M
Shelter Rock Management, LLC 0002109305Apr 10, 2026 35$94.3M
Briggs Wealth Management, Inc 0002109156May 15, 2026 58$94.3M
New Vernon Investment Management LLC 0001500605May 15, 2026 39$94.2M
Montchanin Asset Management, LLC 0001940660May 21, 2026 54$94.1M
Isabella Capital Management LLP 0002134988May 15, 2026 7$94.0M
WealthCare Asset Management, LLC 0002034181Apr 30, 2026 32$94.0M
Arrow Investment Advisors, LLC 0001378410May 4, 2026 59$93.9M
SaddleRock Capital Management LLC 0002018754May 15, 2026 17$93.8M
FirstWave Capital Management LLC 0002093108May 12, 2026 26$93.7M
Wall Capital Group, Inc. 0001699803Apr 20, 2026 23$93.7M
LWM Advisory Services, LLC 0001697716Apr 29, 2026 76$93.7M
Gritstone Asset Management LLC 0001964236May 5, 2026 154$93.6M
Avail Investment Partners, LLC 0002134779May 13, 2026 137$93.6M
Wallace Advisory Group, LLC 0001932645Apr 21, 2026 123$93.6M
Telligent Fund, LP 0001470723May 12, 2026 24$93.6M
Robocap Asset Management Ltd 0002030580Apr 16, 2026 23$93.5M
Surience Private Wealth LLC 0001900195Apr 20, 2026 40$93.2M
Eurizon Asset Management Hungary Ltd. 0002110593May 7, 2026 20$93.1M
Seven Six Capital Management, LLC 0002021188May 19, 2026 25$93.0M
Investment Insight Wealth Management, LLC 0001737917Apr 29, 2026 36$92.7M
Anchor Capital Management Company, LLC 0002009885May 15, 2026 7$92.7M
Rangeley Capital, LLC 0001517796May 15, 2026 133$92.6M
Yunqi Capital Ltd 0001912273May 11, 2026 4$92.4M
Windward Management LP 0001880817May 15, 2026 6$92.4M
Jackson Brooke LLC 0002125215May 12, 2026 1$92.3M
Aspirean Wealth, LLC 0002110285May 14, 2026 18$92.1M
Marquette Associates, Inc. 0002042617May 15, 2026 25$91.9M
Index Technologies Group LLC 0002095322Apr 29, 2026 135$91.8M
Good Harbor Advisors, Inc. 0002133484May 5, 2026 82$91.6M
Sherry Group, Inc. 0002107738May 6, 2026 41$91.6M
Kazazian Asset Management, LLC 0001580415May 12, 2026 43$91.5M
XY Capital Ltd 0001933132May 12, 2026 50$91.3M
Guilbault Capital LLC 0002134737May 14, 2026 67$91.3M
Account Management LLC 0000769954May 1, 2026 23$91.3M
Markin Asset Management, LP 0002110806May 15, 2026 38$91.1M
Private Harbour Investment Management & Counsel, LLC 0001453526Apr 30, 2026 36$91.1M
Plus Group Wealth Advisors LLC 0002109515Apr 7, 2026 41$90.9M
Measured Risk Portfolios, Inc. 0001576704May 15, 2026 64$90.8M
MLP3, LLC 0002109061Apr 13, 2026 86$90.7M
Provident Living Financial Services, Inc. 0002083149May 13, 2026 48$90.6M
Incision Capital Management LP 0002049997May 15, 2026 4$90.6M
General Motors Holdings LLC 0001497345Apr 9, 2026 5$90.5M
WD Thunder CV Ultimate GP LLC 0002051763May 18, 2026 1$90.3M
SCP Investment, LP 0001730961May 12, 2026 48$90.3M
Catalyst Investment Management LLC 0002055584Apr 23, 2026 65$90.2M
Sage Investment Counsel LLC 0002055178Apr 24, 2026 127$90.1M