Latest 13F Filings

Since 1/1/2024

Manager Period Date Filed
CoreFirst Bank & Trust 2023 Q4 3/18/2024
HART & PATTERSON FINANCIAL GROUP LLC 2023 Q4 3/15/2024
Regis Acquisition Inc. 2023 Q4 3/15/2024
CAPE ANN SAVINGS BANK 2023 Q4 3/15/2024
Skyline Advisors, Inc. 2023 Q4 3/15/2024
BlueChip Wealth Advisors LLC 2023 Q4 3/15/2024
VanderPol Investments L.L.C. 2023 Q4 3/15/2024
B. Riley Wealth Advisors, Inc. 2023 Q4 3/15/2024
HENNESSY ADVISORS INC 2023 Q4 - NEW HOLDINGS 3/14/2024
SCP Investment, LP 2023 Q4 - NEW HOLDINGS 3/14/2024
SCP Investment, LP 2023 Q3 - NEW HOLDINGS 3/14/2024
UNIVERSITY OF CHICAGO 2023 Q4 3/14/2024
UNIVERSITY OF CHICAGO 2023 Q3 3/14/2024
UNIVERSITY OF CHICAGO 2023 Q2 3/14/2024
UNIVERSITY OF CHICAGO 2023 Q1 3/14/2024
UNIVERSITY OF CHICAGO 2022 Q4 3/14/2024
UNIVERSITY OF CHICAGO 2021 Q3 3/14/2024
UNIVERSITY OF CHICAGO 2021 Q2 3/14/2024
UNIVERSITY OF CHICAGO 2021 Q1 3/14/2024
UNIVERSITY OF CHICAGO 2020 Q4 3/14/2024
Leo Wealth, LLC 2023 Q4 3/14/2024
WALDEN WEALTH PARTNERS LLC 2023 Q4 3/14/2024
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2023 Q4 3/14/2024
HBK INVESTMENTS L P 2023 Q4 - NEW HOLDINGS 3/14/2024
HBK INVESTMENTS L P 2023 Q3 - NEW HOLDINGS 3/14/2024
Yeomans Consulting Group, Inc. 2023 Q4 3/14/2024
MUIRFIELD WEALTH ADVISORS LLC 2023 Q4 3/14/2024
GOLDEN ROAD ADVISORS LLC 2023 Q4 3/14/2024
Global Frontier Investments LLC 2023 Q4 3/13/2024
MONECO Advisors, LLC 2023 Q2 - RESTATEMENT 3/13/2024
MONECO Advisors, LLC 2023 Q3 - RESTATEMENT 3/13/2024
MONECO Advisors, LLC 2023 Q4 - RESTATEMENT 3/13/2024
Sivia Capital Partners, LLC 2023 Q4 - RESTATEMENT 3/12/2024
Spartan Planning & Wealth Management 2023 Q4 3/12/2024
ROVIN CAPITAL /UT/ /ADV 2023 Q4 3/12/2024
PVG ASSET MANAGEMENT CORP 2023 Q4 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2023 Q4 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2023 Q3 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2021 Q3 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2021 Q4 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2022 Q1 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2022 Q3 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2022 Q2 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2022 Q4 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2023 Q1 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2023 Q2 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2019 Q2 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2019 Q3 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2020 Q1 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2020 Q2 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2020 Q3 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2020 Q4 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2021 Q2 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2021 Q1 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2018 Q1 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2018 Q3 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2018 Q2 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2018 Q4 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2019 Q4 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2019 Q1 3/12/2024
EXECUTIVE WEALTH GROUP LLC 2017 Q4 3/12/2024
Cove Private Wealth, LLC 2023 Q4 3/12/2024
VANGUARD GROUP INC 2023 Q4 - RESTATEMENT 3/11/2024
Wahed Invest LLC 2023 Q4 - RESTATEMENT 3/11/2024
GR FINANCIAL GROUP, LLC 2023 Q3 3/11/2024
GR FINANCIAL GROUP, LLC 2023 Q2 3/11/2024
GR FINANCIAL GROUP, LLC 2023 Q1 3/11/2024
GR FINANCIAL GROUP, LLC 2022 Q4 3/11/2024
Red Mountain Financial, LLC 2023 Q4 3/11/2024
Hobart Private Capital, LLC 2022 Q3 3/11/2024
Hobart Private Capital, LLC 2022 Q2 3/11/2024
Hobart Private Capital, LLC 2022 Q1 3/11/2024
Hobart Private Capital, LLC 2021 Q4 3/11/2024
Hobart Private Capital, LLC 2021 Q3 3/11/2024
Hobart Private Capital, LLC 2021 Q2 3/11/2024
Hobart Private Capital, LLC 2021 Q1 3/11/2024
Hobart Private Capital, LLC 2020 Q4 3/11/2024
Hobart Private Capital, LLC 2020 Q3 3/11/2024
Hobart Private Capital, LLC 2020 Q2 3/11/2024
Hobart Private Capital, LLC 2020 Q1 3/11/2024
Hobart Private Capital, LLC 2019 Q4 3/11/2024
NEPC LLC 2023 Q3 3/11/2024
NEPC LLC 2023 Q2 3/11/2024
NEPC LLC 2023 Q1 3/11/2024
NEPC LLC 2022 Q4 3/11/2024
Hobart Private Capital, LLC 2019 Q3 3/11/2024
NEPC LLC 2022 Q3 3/11/2024
NEPC LLC 2022 Q2 3/11/2024
Hobart Private Capital, LLC 2019 Q2 3/11/2024
NEPC LLC 2022 Q1 3/11/2024
Hobart Private Capital, LLC 2019 Q1 3/11/2024
NEPC LLC 2021 Q4 3/11/2024
Hobart Private Capital, LLC 2018 Q4 3/11/2024
NEPC LLC 2021 Q3 3/11/2024
NEPC LLC 2021 Q2 3/11/2024
NEPC LLC 2021 Q1 3/11/2024
Hobart Private Capital, LLC 2018 Q3 3/11/2024
NEPC LLC 2020 Q4 3/11/2024
NEPC LLC 2020 Q3 3/11/2024
Hobart Private Capital, LLC 2018 Q2 3/11/2024