Latest 13F Filings

Since 10/1/2025

Manager Period Date Filed
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2025 Q3 10/29/2025
Quantum Portfolio Management LLC 2025 Q3 10/29/2025
J.Safra Asset Management Corp 2025 Q3 10/29/2025
DMC Group, LLC 2025 Q3 10/29/2025
Yorktown Management & Research Co Inc 2025 Q3 10/29/2025
ADAPT Investment Managers SA 2025 Q3 10/29/2025
AMH Equity Ltd 2025 Q3 10/29/2025
First Financial Group Corp 2025 Q3 10/29/2025
PARTNERS WEALTH MANAGEMENT, LLC 2025 Q3 10/29/2025
Hiddenite Capital Partners LP 2025 Q3 10/29/2025
Capital Advisory Group Advisory Services, LLC 2025 Q3 10/29/2025
Donoghue Forlines LLC 2025 Q3 10/29/2025
FSR Wealth Management Ltd. 2025 Q3 10/29/2025
Sierra Legacy Group 2025 Q3 10/29/2025
Cabot-Wellington, LLC 2025 Q3 10/29/2025
FIDUCIARY FAMILY OFFICE, LLC 2025 Q3 10/29/2025
Nippon Life Global Investors Americas, Inc. 2025 Q3 10/29/2025
CFC Planning Co LLC 2025 Q3 10/29/2025
One Wealth Management Investment & Advisory Services, LLC 2025 Q3 10/29/2025
New Insight Wealth Advisors 2025 Q3 10/29/2025
Stenger Family Office, LLC 2025 Q3 10/29/2025
BLVD Private Wealth, LLC 2025 Q3 10/29/2025
Ridgeline Wealth Planning, LLC 2025 Q3 10/29/2025
Beacon Financial Advisory LLC 2025 Q3 10/29/2025
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2025 Q3 10/29/2025
Resonant Capital Advisors, LLC 2025 Q3 10/29/2025
LJI Wealth Management, LLC 2025 Q3 10/29/2025
Harel Insurance Investments & Financial Services Ltd. 2025 Q3 10/29/2025
MEITAV INVESTMENT HOUSE LTD 2025 Q3 10/29/2025
BANK HAPOALIM BM 2025 Q3 10/29/2025
Beaumont Asset Management, L.L.C. 2025 Q3 10/28/2025
Dupree Financial Group, LLC 2025 Q3 10/28/2025
Emerald Advisors, LLC 2025 Q3 10/28/2025
Maryland State Retirement & Pension System 2025 Q3 10/28/2025
Walkner Condon Financial Advisors LLC 2025 Q3 10/28/2025
LMCG INVESTMENTS, LLC 2025 Q3 10/28/2025
SIGMA INVESTMENT COUNSELORS INC 2025 Q3 10/28/2025
Aviance Capital Partners, LLC 2025 Q3 10/28/2025
Compass Ion Advisors, LLC 2025 Q3 10/28/2025
Vested Financial Planning, LLC 2025 Q3 10/28/2025
Stegent Equity Advisors, Inc. 2025 Q3 10/28/2025
THEORY FINANCIAL LLC 2025 Q3 10/28/2025
Baer Investment Advisory LLC 2025 Q3 10/28/2025
Attessa Capital LLC 2025 Q3 10/28/2025
Munro Partners 2019 Q1 10/28/2025
Munro Partners 2019 Q2 10/28/2025
Sequoia Financial Advisors, LLC 2025 Q3 10/28/2025
Munro Partners 2018 Q4 10/28/2025
Munro Partners 2018 Q3 10/28/2025
Gold Investment Management Ltd. 2025 Q3 10/28/2025
FINANCIAL MANAGEMENT NETWORK INC 2025 Q3 10/28/2025
Occidental Asset Management, LLC 2025 Q3 10/28/2025
RED CRANE WEALTH MANAGEMENT, LLC 2025 Q3 10/28/2025
McBroom & Associates, LLC 2025 Q3 10/28/2025
ACUTE INVESTMENT ADVISORY, LLC 2025 Q3 10/28/2025
HARTLINE INVESTMENT CORP/ 2025 Q3 10/28/2025
Navera Investment Management Ltd. 2025 Q3 10/28/2025
Valued Wealth Advisors LLC 2025 Q3 10/28/2025
HOWLAND CAPITAL MANAGEMENT LLC 2025 Q3 10/28/2025
BFSG, LLC 2025 Q3 10/28/2025
Consolidated Investment Group LLC 2025 Q3 10/28/2025
Alesco Advisors LLC 2025 Q3 10/28/2025
AllGen Financial Advisors, Inc. 2025 Q3 10/28/2025
SOL Capital Management CO 2025 Q3 10/28/2025
QRG CAPITAL MANAGEMENT, INC. 2025 Q3 10/28/2025
MinichMacGregor Wealth Management, LLC 2025 Q3 10/28/2025
Rather & Kittrell, Inc. 2025 Q3 10/28/2025
Retirement Investment Advisors, Inc. 2025 Q3 10/28/2025
Phoenix Wealth Advisors 2025 Q3 10/28/2025
EVERGREEN CAPITAL MANAGEMENT LLC 2025 Q3 10/28/2025
WATERS PARKERSON & CO., LLC 2025 Q3 10/28/2025
LODESTAR PRIVATE ASSET MANAGEMENT LLC 2025 Q3 10/28/2025
Scott & Selber, Inc. 2025 Q3 10/28/2025
SSI INVESTMENT MANAGEMENT LLC 2025 Q3 10/28/2025
Sterling Investment Advisors, Ltd. 2025 Q3 10/28/2025
Evolution Wealth Advisors, LLC 2025 Q3 10/28/2025
Ampfield Management, L.P. 2025 Q3 10/28/2025
MeadowBrook Investment Advisors LLC 2025 Q3 10/28/2025
LEAVELL INVESTMENT MANAGEMENT, INC. 2025 Q3 10/28/2025
Red Wave Investments LLC 2025 Q3 10/28/2025
Fulcrum Capital LLC 2025 Q3 10/28/2025
FOREFRONT WEALTH MANAGEMENT INC. 2025 Q3 10/28/2025
Intel Corp 2025 Q3 10/28/2025
YCG, LLC 2025 Q3 10/28/2025
NBT BANK N A /NY 2025 Q3 10/28/2025
Confluence Wealth Services, Inc. 2025 Q3 10/28/2025
Thrive Capital Management, LLC 2025 Q3 10/28/2025
Arlington Trust Co LLC 2025 Q3 10/28/2025
First National Advisers, LLC 2025 Q3 10/28/2025
Vectors Research Management, LLC 2025 Q3 10/28/2025
CAMBRIDGE CAPITAL MANAGEMENT, LLC 2025 Q3 10/28/2025
RICHARDSON FINANCIAL SERVICES INC. 2025 Q3 10/28/2025
Arlington Partners LLC 2025 Q3 10/28/2025
Bull Street Advisors, LLC 2025 Q3 10/28/2025
Minneapolis Portfolio Management Group, LLC 2025 Q3 10/28/2025
Stephens Investment Management Group LLC 2025 Q3 10/28/2025
BLODGETT WEALTH ADVISORS, LLC 2025 Q3 - RESTATEMENT 10/28/2025
Pinnacle Financial Partners Inc 2025 Q3 10/28/2025
MRWM Advisors, LLC 2025 Q3 10/28/2025
Gibraltar Capital Management, Inc. 2025 Q3 10/28/2025