Latest 13F Filings

Since 4/1/2026

Manager Period Date Filed
Mayflower Financial Advisors, LLC 2026 Q1 4/23/2026
AMI ASSET MANAGEMENT CORP 2026 Q1 4/23/2026
Powell Investment Advisors, LLC 2026 Q1 4/23/2026
626 Financial, LLC 2026 Q1 4/23/2026
Graver Capital Management, LLC 2026 Q1 4/23/2026
Pine Brook Road Advisors, L.P. 2026 Q1 4/23/2026
CONSCIOUS WEALTH INVESTMENTS, LLC 2026 Q1 4/23/2026
MEMBERS WEALTH LLC 2026 Q1 4/23/2026
BALANCED WEALTH GROUP LLC 2026 Q1 4/23/2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2026 Q1 4/23/2026
SevenBridge Financial Group, LLC 2026 Q1 4/23/2026
Ironwood Wealth Management, LLC. 2026 Q1 4/23/2026
OakTrust Wealth Advisors, LLC 2026 Q1 4/23/2026
MASTER'S WEALTH MANAGEMENT INC. 2026 Q1 4/23/2026
Inman Jager Wealth Management, LLC 2026 Q1 4/23/2026
Cross Staff Investments Inc 2026 Q1 4/23/2026
Caliber Wealth Management, LLC / KS 2026 Q1 4/23/2026
Asset Planning,Inc 2026 Q1 4/23/2026
GraniteShares Advisors LLC 2026 Q1 4/23/2026
Salus Financial Advisors, LLC 2026 Q1 4/23/2026
Financial & Tax Architects, LLC 2026 Q1 4/23/2026
Summit Investment Advisory Services, LLC 2026 Q1 4/23/2026
MANCHESTER FINANCIAL INC 2026 Q1 4/23/2026
Traub Capital Management LLC 2026 Q1 4/23/2026
Daviman Financial, LLC 2026 Q1 4/23/2026
Premier Path Wealth Partners, LLC 2026 Q1 4/23/2026
Granite Harbor Advisors, Inc. 2026 Q1 4/23/2026
Foundry Financial Group, Inc. 2026 Q1 4/23/2026
St. Clair Advisors, LLC 2026 Q1 4/23/2026
SHIKIAR ASSET MANAGEMENT INC 2026 Q1 4/23/2026
Fairman Group, LLC 2026 Q1 4/23/2026
Sarver Vrooman Wealth Advisors 2025 Q4 - RESTATEMENT 4/23/2026
Summer Road LLC 2026 Q1 4/23/2026
Ferguson Shapiro LLC 2026 Q1 4/23/2026
PERKINS CAPITAL MANAGEMENT INC 2026 Q1 4/23/2026
SMART Wealth LLC 2026 Q1 4/23/2026
Lighthouse Wealth Management Inc. 2026 Q1 4/23/2026
Strategic Point Investment Advisors, LLC 2026 Q1 4/23/2026
Kohmann Bosshard Financial Services, LLC 2026 Q1 4/23/2026
KOM Wealth Management Group, LLC 2026 Q1 4/23/2026
Brown Miller Wealth Management, LLC 2026 Q1 4/23/2026
Intrua Financial, LLC 2026 Q1 4/23/2026
Sippican Capital Advisors 2026 Q1 4/23/2026
EWA, LLC 2026 Q1 4/23/2026
Comprehensive Money Management Services LLC 2026 Q1 4/23/2026
FOUNDERS CAPITAL MANAGEMENT, LLC 2026 Q1 4/23/2026
Grand Central Investment Group 2026 Q1 4/23/2026
Kampmann Melissa S. 2026 Q1 4/23/2026
Fairway Wealth LLC 2026 Q1 4/23/2026
Simmons Bank 2026 Q1 4/23/2026
HILLMAN CO 2026 Q1 4/23/2026
MAD RIVER INVESTORS 2026 Q1 4/23/2026
Drucker Wealth 3.0, LLC 2026 Q1 4/23/2026
NORTHSTAR ASSET MANAGEMENT Co 2026 Q1 4/23/2026
WMG Financial Advisors, LLC 2026 Q1 4/23/2026
Inspire Investing, LLC 2026 Q1 4/23/2026
McMillan Office, Inc. 2026 Q1 4/23/2026
Marmo Financial Group, LLC 2026 Q1 4/23/2026
Sellwood Investment Partners LLC 2026 Q1 4/23/2026
Private Wealth Management Group, LLC 2026 Q1 4/23/2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2026 Q1 4/23/2026
ASK CAPITAL MANAGEMENT, LLC 2026 Q1 4/23/2026
Midwest Financial Partners Investments, Inc. 2026 Q1 4/23/2026
Pathway Financial Advisers, LLC 2026 Q1 4/23/2026
SPINNAKER TRUST 2026 Q1 4/23/2026
SJS Investment Consulting Inc. 2026 Q1 4/23/2026
Capital Investment Counsel, LLC 2026 Q1 4/23/2026
FLAGSTAR ADVISORS INC 2026 Q1 4/23/2026
Moss Adams Wealth Advisors LLC 2026 Q1 4/23/2026
Forum Financial Management, LP 2026 Q1 4/23/2026
Prism Advisors, Inc. 2026 Q1 4/23/2026
HARBOUR INVESTMENT MANAGEMENT LLC 2026 Q1 4/23/2026
Johnson Wealth Management, LLC 2026 Q1 4/23/2026
Eagle Wealth Advisors LLC 2026 Q1 4/23/2026
Wheelhouse Advisory Group LLC 2026 Q1 4/23/2026
Sawyer & Company, Inc 2026 Q1 4/23/2026
Impact Partnership Wealth, LLC 2026 Q1 4/23/2026
Ellenbecker Investment Group 2026 Q1 4/23/2026
Exeter Financial, LLC 2026 Q1 4/23/2026
Kagan Cocozza Asset Management 2026 Q1 4/23/2026
HARBOR INVESTMENT ADVISORY, LLC 2026 Q1 4/23/2026
MQS Management LLC 2026 Q1 4/23/2026
Equita Financial Network, Inc. 2026 Q1 4/23/2026
PEREGRINE CAPITAL MANAGEMENT LLC 2026 Q1 4/23/2026
Element Squared LLC 2026 Q1 4/23/2026
WENDELL DAVID ASSOCIATES INC 2026 Q1 4/23/2026
COLUMBIA ADVISORY PARTNERS LLC 2026 Q1 4/23/2026
Game Plan Financial Advisors, LLC 2026 Q1 4/23/2026
COURIER CAPITAL LLC 2026 Q1 - RESTATEMENT 4/23/2026
Laurel Wealth Planning LLC 2026 Q1 4/23/2026
Global Trust Asset Management, LLC 2026 Q1 4/23/2026
iA Global Asset Management Inc. 2026 Q1 4/23/2026
First Pacific Financial 2026 Q1 4/23/2026
Industrial Alliance Investment Management Inc. 2026 Q1 4/23/2026
Unify Financial Advisors 2026 Q1 4/23/2026
Scissortail Wealth Management, LLC 2026 Q1 4/23/2026
TFC Financial Management, Inc. 2026 Q1 4/23/2026
J.W. COLE ADVISORS, INC. 2026 Q1 4/23/2026
Farmers & Merchants Trust Co of Chambersburg PA 2026 Q1 4/23/2026
Sinvest Investments II Ltd. 2026 Q1 4/23/2026