Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
O'Keefe Stevens Advisory, Inc. 2025 Q1 4/9/2025, 02:58 PM
Navigation Wealth Management, Inc. 2025 Q1 4/9/2025, 02:58 PM
MITCHELL & PAHL PRIVATE WEALTH, LLC 2025 Q1 4/9/2025, 02:57 PM
INSPIRION WEALTH ADVISORS, LLC 2025 Q1 4/9/2025, 02:56 PM
Hummer Financial Advisory Services Inc 2025 Q1 4/9/2025, 02:55 PM
Donor Advised Charitable Giving, Inc. 2025 Q1 4/9/2025, 02:55 PM
High Net Worth Advisory Group LLC 2025 Q1 4/9/2025, 02:49 PM
Gradient Investments LLC 2025 Q1 4/9/2025, 02:40 PM
Affiance Financial, LLC 2025 Q1 4/9/2025, 02:40 PM
Marquette Asset Management, LLC 2025 Q1 4/9/2025, 02:37 PM
International City Management Association Retirement Corp 2025 Q1 4/9/2025, 02:34 PM
LBMC INVESTMENT ADVISORS, LLC 2025 Q1 4/9/2025, 02:28 PM
ANDERSON HOAGLAND & CO 2025 Q1 4/9/2025, 02:27 PM
VANTAGEPOINT INVESTMENT ADVISERS LLC 2025 Q1 4/9/2025, 02:26 PM
XXEC, Inc. 2025 Q1 4/9/2025, 02:13 PM
HARBOR INVESTMENT ADVISORY, LLC 2025 Q1 4/9/2025, 02:13 PM
Keystone Financial Planning, Inc. 2025 Q1 4/9/2025, 02:09 PM
Roxbury Financial LLC 2025 Q1 4/9/2025, 02:03 PM
Graves Light Lenhart Wealth, Inc. 2025 Q1 4/9/2025, 01:57 PM
INTEGRATED CAPITAL MANAGEMENT, INC. 2025 Q1 4/9/2025, 01:57 PM
Arlington Financial Advisors, LLC 2025 Q1 4/9/2025, 01:56 PM
Divergent Planning, LLC 2025 Q1 4/9/2025, 01:53 PM
Shulman DeMeo Asset Management LLC 2025 Q1 4/9/2025, 01:48 PM
Towerpoint Wealth, LLC 2025 Q1 4/9/2025, 01:46 PM
Eldred Rock Partners, LLC 2025 Q1 4/9/2025, 01:46 PM
Quad-Cities Investment Group, LLC 2025 Q1 4/9/2025, 01:45 PM
Capital CS Group, LLC 2025 Q1 4/9/2025, 01:45 PM
IMZ Advisory Inc 2025 Q1 4/9/2025, 01:44 PM
Archer Investment Management, LLC 2025 Q1 4/9/2025, 01:44 PM
LVW Advisors, LLC 2025 Q1 4/9/2025, 01:44 PM
Sarasin & Partners LLP 2025 Q1 4/9/2025, 01:43 PM
Strong Tower Advisory Services 2025 Q1 4/9/2025, 01:42 PM
Crocodile Capital Partners GmbH 2025 Q1 4/9/2025, 01:42 PM
McNaughton Wealth Management, LLC 2025 Q1 4/9/2025, 01:31 PM
Cox Capital Mgt LLC 2025 Q1 4/9/2025, 12:58 PM
SWEENEY & MICHEL, LLC 2025 Q1 4/9/2025, 12:53 PM
Fragasso Financial Advisors Inc 2025 Q1 4/9/2025, 12:50 PM
WEYBOSSET RESEARCH & MANAGEMENT LLC 2025 Q1 4/9/2025, 12:48 PM
QV Investors Inc. 2025 Q1 4/9/2025, 12:38 PM
NBC SECURITIES, INC. 2025 Q1 4/9/2025, 12:35 PM
BAKER TILLY WEALTH MANAGEMENT, LLC 2025 Q1 4/9/2025, 12:25 PM
Future Financial Wealth Managment LLC 2025 Q1 4/9/2025, 12:09 PM
Mid-American Wealth Advisory Group, Inc. 2025 Q1 4/9/2025, 12:08 PM
Gunderson Capital Management Inc. 2025 Q1 4/9/2025, 12:02 PM
West Financial Advisors, LLC 2025 Q1 4/9/2025, 11:58 AM
Enterprise Bank & Trust Co 2025 Q1 4/9/2025, 11:56 AM
Worth Asset Management, LLC 2025 Q1 4/9/2025, 11:54 AM
AUA CAPITAL MANAGEMENT, LLC 2025 Q1 4/9/2025, 11:52 AM
MOLLER WEALTH PARTNERS 2025 Q1 4/9/2025, 11:49 AM
Fiduciary Alliance LLC 2025 Q1 4/9/2025, 11:48 AM
WEBSTERROGERS FINANCIAL ADVISORS, LLC 2025 Q1 4/9/2025, 11:37 AM
PMG Wealth Management, Inc. 2025 Q1 4/9/2025, 11:35 AM
Dynamic Financial Group 2024 Q4 4/9/2025, 11:30 AM
Ervin Investment Management, LLC 2025 Q1 4/9/2025, 11:25 AM
Parkside Advisors LLC 2025 Q1 4/9/2025, 11:22 AM
Talbot Financial, LLC 2025 Q1 4/9/2025, 11:19 AM
Douglas Lane & Associates, LLC 2025 Q1 4/9/2025, 11:13 AM
CenterStar Asset Management, LLC 2025 Q1 4/9/2025, 11:10 AM
TL Private Wealth 2025 Q1 4/9/2025, 11:08 AM
DUDLEY & SHANLEY, INC. 2025 Q1 4/9/2025, 11:08 AM
Addenda Capital Inc. 2025 Q1 4/9/2025, 10:50 AM
WOODSTOCK CORP 2025 Q1 4/9/2025, 10:40 AM
WRIGHT INVESTORS SERVICE INC 2025 Q1 4/9/2025, 10:35 AM
SigFig Wealth Management, LLC 2025 Q1 4/9/2025, 10:23 AM
AMERICAN NATIONAL BANK & TRUST 2025 Q1 4/9/2025, 10:23 AM
Polunin Capital Partners Ltd 2025 Q1 4/9/2025, 10:12 AM
Iowa State Bank 2025 Q1 4/9/2025, 10:11 AM
Dakota Community Bank & Trust NA 2025 Q1 4/9/2025, 10:09 AM
Green Alpha Advisors, LLC 2025 Q1 4/9/2025, 10:07 AM
General Pension Society PZU Joint Stock Co 2025 Q1 4/9/2025, 09:27 AM
Advance Capital Management, Inc. 2025 Q1 4/9/2025, 08:44 AM
JTC Employer Solutions Trustee Ltd 2025 Q1 4/9/2025, 07:53 AM
Czech National Bank 2025 Q1 4/9/2025, 07:21 AM
COOPER INVESTORS PTY LTD 2022 Q1 4/8/2025, 09:44 PM
Shotwell Rutter Baer Inc 2025 Q1 4/8/2025, 09:37 PM
Hoffman, Alan N Investment Management 2025 Q1 4/8/2025, 09:29 PM
COOPER INVESTORS PTY LTD 2021 Q4 4/8/2025, 09:15 PM
COOPER INVESTORS PTY LTD 2021 Q3 4/8/2025, 09:01 PM
Aurora Investment Managers, LLC. 2025 Q1 4/8/2025, 08:41 PM
JGP Wealth Management, LLC 2025 Q1 4/8/2025, 08:29 PM
Bond & Devick Financial Network, Inc. 2025 Q1 4/8/2025, 08:29 PM
Hardin Capital Partners, LLC 2025 Q1 4/8/2025, 08:28 PM
Quantum Financial Advisors, LLC 2025 Q1 4/8/2025, 08:28 PM
COOPER INVESTORS PTY LTD 2021 Q2 4/8/2025, 08:27 PM
180 WEALTH ADVISORS, LLC 2025 Q1 4/8/2025, 08:23 PM
Mirador Capital Partners LP 2025 Q1 4/8/2025, 08:20 PM
Mechanics Bank Trust Department 2025 Q1 4/8/2025, 08:20 PM
Wallace Advisory Group, LLC 2025 Q1 4/8/2025, 08:19 PM
Legacy Wealth Asset Management, LLC 2025 Q1 4/8/2025, 08:19 PM
Kaizen Financial Strategies 2025 Q1 4/8/2025, 08:19 PM
SANDERS MORRIS HARRIS LLC 2025 Q1 4/8/2025, 08:17 PM
Profit Investment Management, LLC 2025 Q1 4/8/2025, 08:17 PM
Castle Rock Wealth Management, LLC 2025 Q1 4/8/2025, 08:16 PM
COOPER INVESTORS PTY LTD 2021 Q1 4/8/2025, 08:12 PM
COOPER INVESTORS PTY LTD 2020 Q4 4/8/2025, 07:49 PM
COOPER INVESTORS PTY LTD 2020 Q3 4/8/2025, 07:40 PM
COOPER INVESTORS PTY LTD 2020 Q2 4/8/2025, 07:27 PM
Cannae Holdings, Inc. 2025 Q1 4/8/2025, 07:07 PM
Ampersand Capital Group, L.P. 2024 Q4 4/8/2025, 06:12 PM
RHUMBLINE ADVISERS 2025 Q1 4/8/2025, 05:08 PM