Latest 13F Filings

Since 4/1/2025

Manager Period Date Filed
Adams Asset Advisors, LLC 2025 Q2 7/7/2025
HMS Capital Management, LLC 2025 Q2 7/7/2025
Verde Capital Management 2025 Q2 7/7/2025
Fractal Investments LLC 2025 Q2 7/7/2025
Kings Path Partners LLC 2025 Q2 7/7/2025
Whitaker-Myers Wealth Managers, LTD. 2025 Q2 7/7/2025
Upper Left Wealth Management, LLC 2025 Q2 7/7/2025
Investors Research Corp 2025 Q2 7/7/2025
LWM ADVISORS INC 2025 Q2 7/7/2025
Wealth Alliance Advisory Group, LLC 2025 Q2 7/7/2025
Hedges Asset Management LLC 2025 Q2 7/7/2025
Park Edge Advisors, LLC 2025 Q2 7/7/2025
Teamwork Financial Advisors, LLC 2025 Q2 7/7/2025
Fox Hill Wealth Management 2025 Q2 7/7/2025
Value Partners Investments Inc. 2025 Q2 7/7/2025
Veery Capital, LLC 2025 Q2 7/7/2025
St. Clair Advisors, LLC 2025 Q2 7/7/2025
Accelerate Investment Advisors LLC 2025 Q2 7/7/2025
Pacific Capital Partners Ltd 2025 Q2 7/7/2025
Good Steward Wealth Advisors,LLC 2025 Q2 7/7/2025
ZEVENBERGEN CAPITAL INVESTMENTS LLC 2025 Q2 7/7/2025
Vishria Bird Financial Group, LLC 2025 Q2 7/7/2025
Somerset Trust Co 2025 Q2 7/7/2025
Porter White Investment Advisors, Inc. 2024 Q2 7/7/2025
Enterprise Bank & Trust Co 2025 Q2 7/7/2025
Porter White Investment Advisors, Inc. 2024 Q3 7/7/2025
Versant Capital Management, Inc 2025 Q2 7/7/2025
PEAK FINANCIAL ADVISORS LLC 2025 Q2 7/7/2025
Osprey Private Wealth LLC 2025 Q2 7/7/2025
Trust Co 2025 Q2 7/7/2025
FIRST COMMUNITY TRUST NA 2025 Q2 7/7/2025
DELPHI MANAGEMENT INC /MA/ 2025 Q2 7/7/2025
Insight Wealth Strategies, LLC 2025 Q2 7/7/2025
Retirement Wealth Solutions LLC 2025 Q2 7/7/2025
M & L Capital Management Ltd 2025 Q2 7/7/2025
Team Hewins, LLC 2025 Q1 7/7/2025
Dominguez Wealth Management Solutions, Inc. 2025 Q2 7/7/2025
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