Latest 13F Portfolio Filings

Since Oct 1, 2024

Investor Period Date Filed
Accelerate Investment Advisors LLC 2024 Q3 10/11/2024, 05:30 PM
Paladin Wealth, LLC 2024 Q3 10/11/2024, 05:22 PM
VitalStone Financial, LLC 2024 Q3 10/11/2024, 05:16 PM
PATRIZIA Pty Ltd 2024 Q3 10/11/2024, 04:53 PM
Oxler Private Wealth LLC 2024 Q3 10/11/2024, 04:50 PM
R.H. Dinel Investment Counsel, Inc. 2024 Q3 10/11/2024, 04:49 PM
CHERRYDALE WEALTH MANAGEMENT, LLC 2024 Q3 10/11/2024, 04:43 PM
Stablepoint Partners, LLC 2024 Q3 10/11/2024, 04:39 PM
SAPIENT CAPITAL LLC 2024 Q3 10/11/2024, 04:37 PM
ORG Wealth Partners, LLC 2024 Q3 10/11/2024, 04:36 PM
Procyon Advisors, LLC 2024 Q3 10/11/2024, 04:35 PM
Fiduciary Alliance LLC 2024 Q3 10/11/2024, 04:27 PM
Stegner Investment Associates Inc. 2024 Q3 10/11/2024, 04:26 PM
NOVARE CAPITAL MANAGEMENT LLC 2024 Q3 10/11/2024, 04:25 PM
MUIRFIELD WEALTH ADVISORS LLC 2024 Q3 10/11/2024, 04:24 PM
ORG Partners LLC 2024 Q3 10/11/2024, 04:22 PM
Henrickson Nauta Wealth Advisors, Inc. 2024 Q3 10/11/2024, 04:22 PM
HARRELL INVESTMENT PARTNERS, LLC 2024 Q3 10/11/2024, 04:19 PM
Granite Harbor Advisors, Inc. 2024 Q3 10/11/2024, 04:19 PM
BOSTON MOUNTAIN MONEY MANAGEMENT INC 2024 Q3 10/11/2024, 04:18 PM
Elk River Wealth Management, LLC 2024 Q3 10/11/2024, 04:17 PM
Empirical Asset Management, LLC 2024 Q3 10/11/2024, 04:15 PM
Constitution Capital LLC 2024 Q3 10/11/2024, 04:12 PM
AFFINITY WEALTH MANAGEMENT LLC 2024 Q3 10/11/2024, 04:10 PM
ADAMSBROWN WEALTH CONSULTANTS LLC 2024 Q3 10/11/2024, 04:08 PM
Grove Bank & Trust 2024 Q3 10/11/2024, 03:59 PM
WEDGE CAPITAL MANAGEMENT L L P/NC 2024 Q3 10/11/2024, 03:56 PM
Elmwood Wealth Management, Inc. 2024 Q3 10/11/2024, 03:50 PM
Roth Financial Partners LLC 2024 Q3 10/11/2024, 03:41 PM
Sivia Capital Partners, LLC 2024 Q3 10/11/2024, 03:03 PM
M. Kraus & Co 2024 Q3 10/11/2024, 02:56 PM
Orca Investment Management, LLC 2024 Q3 10/11/2024, 02:01 PM
CX Institutional 2024 Q3 10/11/2024, 01:59 PM
Harrington Investments, INC 2024 Q3 10/11/2024, 01:56 PM
Kathleen S. Wright Associates Inc. 2024 Q3 10/11/2024, 01:50 PM
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2024 Q3 10/11/2024, 01:40 PM
Oliver Luxxe Assets LLC 2024 Q3 10/11/2024, 01:32 PM
Creative Planning 2024 Q3 10/11/2024, 01:22 PM
WESBANCO BANK INC 2024 Q3 10/11/2024, 01:17 PM
FIFTH THIRD SECURITIES, INC. 2024 Q3 10/11/2024, 12:45 PM
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 2024 Q3 10/11/2024, 12:29 PM
FinTrust Capital Advisors, LLC 2024 Q3 10/11/2024, 12:27 PM
IAMS WEALTH MANAGEMENT, LLC 2024 Q3 10/11/2024, 12:18 PM
GenWealth Group, Inc. 2024 Q3 10/11/2024, 11:59 AM
Fruth Investment Management 2024 Q3 10/11/2024, 11:55 AM
BlueSky Wealth Advisors, LLC 2024 Q3 10/11/2024, 11:54 AM
Benson Investment Management Company, Inc. 2024 Q3 10/11/2024, 11:50 AM
Michael S. Ryan, Inc. 2024 Q3 10/11/2024, 11:47 AM
VIKING FUND MANAGEMENT LLC 2024 Q3 10/11/2024, 10:36 AM
DELTA CAPITAL MANAGEMENT LLC 2024 Q3 10/11/2024, 10:29 AM
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2024 Q3 10/11/2024, 10:22 AM
Willis Investment Counsel 2024 Q3 10/11/2024, 10:21 AM
Martin Capital Advisors, LLP 2024 Q3 10/11/2024, 10:19 AM
Redhawk Wealth Advisors, Inc. 2024 Q3 10/11/2024, 10:19 AM
Windham Capital Management, LLC 2024 Q3 10/11/2024, 10:15 AM
Disciplined Equity Management, Inc. 2024 Q3 10/11/2024, 10:15 AM
Affiance Financial, LLC 2024 Q3 10/11/2024, 10:14 AM
ARMSTRONG ADVISORY GROUP, INC 2024 Q3 10/11/2024, 10:14 AM
Rise Advisors, LLC 2024 Q3 10/11/2024, 10:10 AM
Alken Asset Management Ltd 2024 Q3 10/11/2024, 10:01 AM
High Net Worth Advisory Group LLC 2024 Q3 10/11/2024, 09:56 AM
Thomasville National Bank 2024 Q3 10/11/2024, 09:39 AM
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2024 Q3 10/11/2024, 09:33 AM
Polianta Ltd 2024 Q3 10/11/2024, 09:29 AM
SMITH CHAS P & ASSOCIATES PA CPAS 2024 Q3 10/11/2024, 09:26 AM
Ridgemont Partners Management, LLC 2024 Q3 10/11/2024, 09:12 AM
Capricorn Fund Managers Ltd 2024 Q3 10/11/2024, 09:11 AM
WOODSTOCK CORP 2024 Q3 10/11/2024, 08:46 AM
Svenska Handelsbanken AB (publ) 2024 Q3 10/11/2024, 08:41 AM
Ameliora Wealth Management Ltd. 2024 Q3 10/11/2024, 08:25 AM
Compagnie Lombard Odier SCmA 2024 Q3 10/11/2024, 07:35 AM
CenterStar Asset Management, LLC 2024 Q3 10/11/2024, 06:35 AM
Lake Hills Wealth Management, LLC 2024 Q3 10/10/2024, 07:48 PM
DAILY JOURNAL CORP 2024 Q3 10/10/2024, 07:18 PM
Wagner Wealth Management, LLC 2024 Q3 10/10/2024, 06:51 PM
Northcape Capital Pty Ltd 2024 Q3 10/10/2024, 06:20 PM
Sheridan Capital Management, LLC 2024 Q3 10/10/2024, 06:04 PM
Sunflower Bank, N.A. 2024 Q3 10/10/2024, 06:00 PM
Stonekeep Investments, LLC 2024 Q3 10/10/2024, 05:43 PM
Selway Asset Management 2024 Q3 10/10/2024, 05:35 PM
FOCUS Wealth Advisors, LLC 2024 Q3 10/10/2024, 05:21 PM
MorganRosel Wealth Management, LLC 2024 Q3 10/10/2024, 05:21 PM
Carnegie Investment Counsel 2024 Q3 10/10/2024, 05:20 PM
Retirement Planning Group, LLC 2024 Q3 10/10/2024, 05:20 PM
Annex Advisory Services, LLC 2024 Q3 10/10/2024, 05:19 PM
Kings Path Partners LLC 2024 Q3 10/10/2024, 05:19 PM
Mechanics Bank Trust Department 2024 Q3 10/10/2024, 05:19 PM
GUARDIAN INVESTMENT MANAGEMENT 2024 Q3 10/10/2024, 05:18 PM
Johnson Bixby & Associates, LLC 2024 Q3 10/10/2024, 05:17 PM
McCarthy & Cox 2024 Q3 10/10/2024, 05:17 PM
FACTORY MUTUAL INSURANCE CO 2024 Q3 10/10/2024, 05:16 PM
ESSEX INVESTMENT MANAGEMENT CO LLC 2024 Q3 10/10/2024, 05:15 PM
Crestmont Private Wealth LLC 2024 Q3 10/10/2024, 05:02 PM
HCR Wealth Advisors 2024 Q3 10/10/2024, 04:53 PM
Avondale Wealth Management 2024 Q3 10/10/2024, 04:50 PM
Burns Matteson Capital Management, LLC 2024 Q3 10/10/2024, 04:34 PM
InTrack Investment Management Inc 2024 Q3 10/10/2024, 04:29 PM
Montis Financial, LLC 2024 Q3 10/10/2024, 04:24 PM
Brown Miller Wealth Management, LLC 2024 Q3 10/10/2024, 04:17 PM
CRA Financial Services, LLC 2024 Q3 10/10/2024, 04:08 PM