Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
TOYOTA MOTOR CORP/ 2021 Q3 4/17/2025, 03:38 PM
GRIMES & COMPANY, INC. 2025 Q1 4/17/2025, 03:36 PM
TOYOTA MOTOR CORP/ 2021 Q2 4/17/2025, 03:35 PM
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2025 Q1 4/17/2025, 03:35 PM
TOYOTA MOTOR CORP/ 2021 Q1 4/17/2025, 03:29 PM
WD RUTHERFORD LLC 2025 Q1 4/17/2025, 03:28 PM
TOYOTA MOTOR CORP/ 2020 Q4 4/17/2025, 03:23 PM
Inscription Capital, LLC 2025 Q1 4/17/2025, 03:09 PM
JLB & ASSOCIATES INC 2025 Q1 4/17/2025, 03:09 PM
Blackston Financial Advisory Group, LLC 2025 Q1 4/17/2025, 03:05 PM
Fortitude Advisory Group L.L.C. 2025 Q1 4/17/2025, 03:01 PM
Signature Wealth Management Group 2025 Q1 4/17/2025, 02:51 PM
COMMUNITY TRUST & INVESTMENT CO 2025 Q1 4/17/2025, 02:47 PM
Stockman Wealth Management, Inc. 2025 Q1 4/17/2025, 02:47 PM
P/E Global LLC 2025 Q1 4/17/2025, 02:29 PM
CLARIS ADVISORS, LLC / MO / 2025 Q1 4/17/2025, 02:28 PM
Boothe Investment Group, Inc. 2025 Q1 4/17/2025, 02:26 PM
FNY Investment Advisers, LLC 2025 Q1 4/17/2025, 02:21 PM
QRG CAPITAL MANAGEMENT, INC. 2025 Q1 4/17/2025, 02:17 PM
Avid Wealth Partners LLC 2025 Q1 4/17/2025, 02:14 PM
Mason & Associates Inc 2025 Q1 4/17/2025, 02:12 PM
Sentry LLC 2025 Q1 4/17/2025, 02:05 PM
Murphy Pohlad Asset Management LLC 2025 Q1 4/17/2025, 01:53 PM
Carlton Hofferkamp & Jenks Wealth Management, LLC 2025 Q1 4/17/2025, 01:50 PM
Lorne Steinberg Wealth Management Inc. 2025 Q1 4/17/2025, 01:47 PM
Western Pacific Wealth Management, LP 2025 Q1 4/17/2025, 01:43 PM
Adero Partners, LLC 2025 Q1 4/17/2025, 01:42 PM
BDF-GESTION 2025 Q1 4/17/2025, 01:40 PM
Trevian Wealth Management LLC 2025 Q1 4/17/2025, 01:39 PM
Sowell Financial Services LLC 2025 Q1 4/17/2025, 01:35 PM
Montecito Bank & Trust 2025 Q1 4/17/2025, 01:33 PM
RJA Asset Management LLC 2025 Q1 4/17/2025, 01:21 PM
HIGHLINE WEALTH PARTNERS LLC 2025 Q1 4/17/2025, 01:21 PM
Precision Wealth Strategies, LLC 2025 Q1 4/17/2025, 01:20 PM
SAGESPRING WEALTH PARTNERS, LLC 2025 Q1 4/17/2025, 01:18 PM
Variant Private Wealth, LLC 2025 Q1 4/17/2025, 01:16 PM
SHIKIAR ASSET MANAGEMENT INC 2025 Q1 4/17/2025, 01:06 PM
PRECEDENT WEALTH PARTNERS, LLC 2025 Q1 4/17/2025, 01:06 PM
Great Lakes Retirement, Inc. 2025 Q1 4/17/2025, 01:05 PM
Cypress Advisory Group LLC 2025 Q1 4/17/2025, 01:05 PM
Brown Miller Wealth Management, LLC 2025 Q1 4/17/2025, 01:00 PM
Pflug Koory, LLC 2025 Q1 4/17/2025, 12:55 PM
GEM Asset Management, LLC 2025 Q1 4/17/2025, 12:48 PM
1900 WEALTH MANAGEMENT LLC 2025 Q1 4/17/2025, 12:34 PM
Janney Montgomery Scott LLC 2025 Q1 4/17/2025, 12:29 PM
Verisail Partners, LLC 2025 Q1 4/17/2025, 12:27 PM
M.E. ALLISON & CO., INC. 2025 Q1 4/17/2025, 12:26 PM
Cornerstone Wealth Advisors, Inc. 2025 Q1 4/17/2025, 12:24 PM
Northstar Group, Inc. 2025 Q1 4/17/2025, 12:24 PM
Sprinkle Financial Consultants LLC 2025 Q1 4/17/2025, 12:21 PM
M. Kraus & Co 2025 Q1 4/17/2025, 12:19 PM
Advanced Asset Management Advisors Inc 2025 Q1 4/17/2025, 12:18 PM
MISSION WEALTH MANAGEMENT, LP 2025 Q1 4/17/2025, 12:17 PM
RiverTree Advisors, LLC 2025 Q1 4/17/2025, 12:17 PM
York GP, Ltd. 2025 Q1 4/17/2025, 12:16 PM
Columbus Macro, LLC 2025 Q1 4/17/2025, 12:15 PM
Solstein Capital, LLC 2025 Q1 4/17/2025, 12:13 PM
Farmers & Merchants Trust Co of Long Beach 2025 Q1 4/17/2025, 12:08 PM
BAYSHORE ASSET MANAGEMENT, LLC 2025 Q1 4/17/2025, 11:59 AM
Stillwater Capital Advisors, LLC 2025 Q1 4/17/2025, 11:57 AM
FOREFRONT WEALTH MANAGEMENT INC. 2025 Q1 4/17/2025, 11:54 AM
CHB Investment Group, LLC 2025 Q1 4/17/2025, 11:53 AM
CONWAY CAPITAL MANAGEMENT, INC. 2025 Q1 4/17/2025, 11:52 AM
REBALANCE, LLC 2025 Q1 4/17/2025, 11:51 AM
Warther Private Wealth, LLC 2025 Q1 4/17/2025, 11:51 AM
Citadel Investment Advisory, Inc. 2025 Q1 4/17/2025, 11:42 AM
TRAPHAGEN INVESTMENT ADVISORS LLC 2025 Q1 4/17/2025, 11:27 AM
Trust Point Inc. 2025 Q1 4/17/2025, 11:18 AM
Authentikos Wealth Advisory, LLC 2025 Q1 4/17/2025, 11:18 AM
Cyndeo Wealth Partners, LLC 2025 Q1 4/17/2025, 11:14 AM
Christensen, King & Associates Investment Services, Inc. 2025 Q1 4/17/2025, 11:14 AM
Hanson & Doremus Investment Management 2025 Q1 4/17/2025, 11:01 AM
Stewardship Advisors, LLC 2025 Q1 4/17/2025, 11:00 AM
Lee-Kelleher Wealth Management 2024 Q4 4/17/2025, 11:00 AM
Acropolis Investment Management, LLC 2025 Q1 4/17/2025, 10:36 AM
Abound Wealth Management 2025 Q1 4/17/2025, 10:36 AM
Bank Pictet & Cie (Europe) AG 2025 Q1 4/17/2025, 10:33 AM
Mn Services Vermogensbeheer B.V. 2025 Q1 4/17/2025, 10:25 AM
Retirement Solution LLC 2025 Q1 4/17/2025, 10:22 AM
HT Partners LLC 2025 Q1 4/17/2025, 10:20 AM
Fairvoy Private Wealth, LLC 2025 Q1 4/17/2025, 10:18 AM
RHS Financial, LLC 2025 Q1 4/17/2025, 10:16 AM
Morton Capital Management LLC/CA 2025 Q1 4/17/2025, 10:16 AM
Tuttle Capital Management, LLC 2025 Q1 4/17/2025, 10:15 AM
North Star Investment Management Corp. 2025 Q1 4/17/2025, 10:14 AM
Fortis Advisors, LLC 2025 Q1 4/17/2025, 10:14 AM
Optas, LLC 2025 Q1 4/17/2025, 10:10 AM
Asio Capital, LLC 2025 Q1 4/17/2025, 10:09 AM
D'Orazio & Associates, Inc. 2025 Q1 4/17/2025, 10:05 AM
Bouvel Investment Partners, LLC 2025 Q1 4/17/2025, 10:04 AM
HENGEHOLD CAPITAL MANAGEMENT LLC 2025 Q1 4/17/2025, 10:04 AM
Life Planning Partners, Inc 2025 Q1 4/17/2025, 10:03 AM
BRIGHTON JONES LLC 2025 Q1 4/17/2025, 10:02 AM
Stanich Group LLC 2025 Q1 4/17/2025, 10:02 AM
PPSC Investment Service Corp 2025 Q1 4/17/2025, 10:01 AM
ORBA Wealth Advisors, L.L.C. 2025 Q1 4/17/2025, 10:00 AM
LOCKERMAN FINANCIAL GROUP, INC. 2025 Q1 4/17/2025, 09:59 AM
FACTORY MUTUAL INSURANCE CO 2025 Q1 4/17/2025, 09:59 AM
Total Clarity Wealth Management, Inc. 2025 Q1 4/17/2025, 09:58 AM
Pinion Investment Advisors, LLC 2025 Q1 4/17/2025, 09:57 AM