Latest 13F Filings

Since 4/1/2025

Manager Period Date Filed
Brio Consultants, LLC 2025 Q1 - RESTATEMENT 7/7/2025
First Citizens Financial Corp 2025 Q2 7/7/2025
General Partner, Inc. 2025 Q2 7/7/2025
Modus Advisors, LLC 2025 Q2 7/7/2025
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2025 Q2 7/7/2025
Global Wealth Strategies & Associates 2025 Q2 7/7/2025
LBJ Family Wealth Advisors, Ltd. 2025 Q2 7/7/2025
ARMSTRONG HENRY H ASSOCIATES INC 2025 Q2 7/7/2025
WALNUT PRIVATE EQUITY PARTNERS, LLC 2025 Q2 7/7/2025
Roxbury Financial LLC 2025 Q2 7/7/2025
Greenfield Savings Bank 2025 Q2 7/7/2025
Nova Wealth Management, Inc. 2025 Q2 - NEW HOLDINGS 7/7/2025
OMNI 360 Wealth, Inc. 2025 Q2 7/7/2025
ABNER HERRMAN & BROCK LLC 2025 Q2 7/7/2025
Bangor Savings Bank 2025 Q2 7/7/2025
Platt Investment Counsel, LLC 2025 Q2 7/7/2025
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2025 Q2 7/7/2025
SALEM INVESTMENT COUNSELORS INC 2025 Q2 7/7/2025
LIFE LINE WEALTH MANAGEMENT LLC 2025 Q2 7/7/2025
Seilern Investment Management Ltd 2025 Q2 7/7/2025
Aletheian Wealth Advisors LLC 2025 Q2 7/7/2025
Peterson Wealth Advisors, LLC 2025 Q2 7/7/2025
Discipline Wealth Solutions, LLC 2025 Q2 7/7/2025
Centurion Wealth Management LLC 2025 Q2 7/7/2025
Douglas Lane & Associates, LLC 2025 Q2 7/7/2025
Taylor & Morgan Wealth Management, LLC 2025 Q2 7/7/2025
TruWealth Advisors, LLC 2025 Q2 7/7/2025
GuoLine Advisory Pte Ltd 2025 Q2 7/7/2025
FIRST HAWAIIAN BANK 2025 Q2 7/3/2025
Trinity Financial Advisors LLC 2025 Q2 7/3/2025
Schreiber John 2025 Q1 - RESTATEMENT 7/3/2025
ARVEST INVESTMENTS, INC. 2025 Q2 7/3/2025
CPA Asset Management LLC 2025 Q2 7/3/2025
Whitcomb & Hess, Inc. 2025 Q2 7/3/2025
LAM GROUP, INC. 2025 Q2 7/3/2025
Garde Capital, Inc. 2025 Q2 7/3/2025
COLLECTIVE FAMILY OFFICE LLC 2025 Q2 7/3/2025
Higgins & Schmidt Wealth Strategies LLC 2025 Q2 7/3/2025
TrueWealth Advisors, LLC 2025 Q2 7/3/2025
McLean Asset Management Corp 2025 Q2 7/3/2025
Sage Capital Advisors,llc 2025 Q2 7/3/2025
Key Colony Management, LLC 2025 Q2 7/3/2025
Stairway Partners, LLC 2025 Q2 7/3/2025
Trust Co of the South 2025 Q2 7/3/2025
Stephens Group, LLC 2025 Q2 7/3/2025
FIDUCIARY FINANCIAL GROUP, LLC 2025 Q2 7/2/2025
JBGlobal.com LLC 2025 Q2 7/2/2025
City Center Advisors, LLC 2025 Q2 7/2/2025
Norway Savings Bank 2025 Q2 7/2/2025
Capital Market Strategies LLC 2025 Q2 7/2/2025
S. R. Schill & Associates 2025 Q2 7/2/2025
Michael S. Ryan, Inc. 2025 Q2 7/2/2025
McAlister, Sweet & Associates, Inc. 2025 Q2 7/2/2025
InvesTrust 2025 Q2 7/2/2025
BANK OF NOVA SCOTIA 2025 Q1 - RESTATEMENT 7/2/2025
HAMILTON LANE ADVISORS LLC 2025 Q2 7/2/2025
BANK OF NOVA SCOTIA 2024 Q4 - RESTATEMENT 7/2/2025
Boston Standard Wealth Management, LLC 2025 Q2 7/2/2025
Dentgroup LLC 2025 Q2 7/2/2025
HBW ADVISORY SERVICES LLC 2025 Q2 7/2/2025
HOWARD FINANCIAL SERVICES, LTD. 2025 Q2 7/2/2025
DOLIVER ADVISORS, LP 2025 Q2 7/2/2025
Helen Stephens Group, LLC 2025 Q2 7/2/2025
Crumly & Associates Inc. 2025 Q2 7/2/2025
Marotta Asset Management 2025 Q2 7/2/2025
FIRST FINANCIAL BANK - TRUST DIVISION 2025 Q2 7/2/2025
JACOBS & CO/CA 2025 Q2 7/2/2025
LVM CAPITAL MANAGEMENT LTD/MI 2025 Q2 7/2/2025
WALLER FINANCIAL PLANNING GROUP, INC 2025 Q2 7/2/2025
Central Pacific Bank - Trust Division 2025 Q2 7/1/2025
NEVILLE RODIE & SHAW INC 2025 Q2 7/1/2025
GP Brinson Investments LLC 2025 Q2 6/30/2025
CACTI ASSET MANAGEMENT LLC 2025 Q2 7/1/2025
CONFLUENCE INVESTMENT MANAGEMENT LLC 2025 Q2 7/1/2025
Legacy Wealth Management, LLC / MS 2025 Q2 7/1/2025
Prysm Capital, L.P. 2025 Q2 7/1/2025
PARK NATIONAL CORP /OH/ 2025 Q2 7/1/2025
HARBOR INVESTMENT ADVISORY, LLC 2025 Q2 7/1/2025
FIRST NATIONAL BANK SIOUX FALLS 2025 Q2 7/1/2025
BURKETT FINANCIAL SERVICES, LLC 2025 Q2 7/1/2025
Kera Capital Partners, Inc. 2025 Q2 7/1/2025
STONEBRIDGE CAPITAL MANAGEMENT INC 2025 Q2 7/1/2025
PRIVATE CLIENT SERVICES, LLC 2025 Q2 7/1/2025
BUSH INVESTMENT GROUP, LLC 2025 Q2 7/1/2025
BancFirst Trust & Investment Management 2025 Q2 7/1/2025
ROWLANDMILLER & PARTNERS.ADV 2025 Q2 7/1/2025
CULLEN INVESTMENT GROUP, LTD. 2025 Q2 7/1/2025
Stonehearth Capital Management, LLC 2025 Q2 7/1/2025
Pensionfund DSM Netherlands 2025 Q2 7/1/2025
DEUTSCHE BANK AG\ 2024 Q4 - RESTATEMENT 6/30/2025
Birchview Capital, LP 2024 Q4 - NEW HOLDINGS 6/30/2025
Birchview Capital, LP 2024 Q3 - NEW HOLDINGS 6/30/2025
Birchview Capital, LP 2024 Q2 - NEW HOLDINGS 6/30/2025
Birchview Capital, LP 2024 Q1 - NEW HOLDINGS 6/30/2025
Birchview Capital, LP 2023 Q4 - NEW HOLDINGS 6/30/2025
Birchview Capital, LP 2023 Q3 - NEW HOLDINGS 6/30/2025
Pensionfund Sabic 2025 Q1 6/30/2025
Pensionfund DSM Netherlands 2025 Q1 6/30/2025
Copley Financial Group, Inc. 2025 Q1 6/27/2025
AdviceOne Advisory Services, LLC 2025 Q1 6/27/2025