Latest 13F Filings

Since 1/1/2023

Manager Period Date Filed
Smart Money Group LLC 2022 Q4 1/24/2023
Aaron Wealth Advisors LLC 2022 Q4 1/24/2023
COURIER CAPITAL LLC 2022 Q4 1/24/2023
Aevitas Wealth Management, Inc. 2022 Q4 1/24/2023
Horst & Graben Wealth Management LLC 2022 Q4 1/24/2023
Northstar Advisory Group, LLC 2022 Q4 1/24/2023
Atlas Financial Advisors, Inc. 2022 Q4 1/24/2023
EASTERN BANK 2022 Q4 1/24/2023
Fractal Investments LLC 2022 Q4 1/24/2023
Paradiem, LLC 2022 Q4 1/24/2023
LCM Capital Management Inc 2022 Q4 1/24/2023
Madison Wealth Partners, Inc 2022 Q4 1/24/2023
Ziegler Capital Management, LLC 2022 Q4 1/24/2023
Merrion Investment Management Co, LLC 2022 Q4 1/24/2023
Pallas Capital Advisors LLC 2022 Q4 1/24/2023
DOCK STREET ASSET MANAGEMENT INC 2022 Q4 1/24/2023
PENN DAVIS MCFARLAND INC 2022 Q4 - RESTATEMENT 1/24/2023
Derbend Asset Management 2022 Q4 1/24/2023
Exeter Financial, LLC 2022 Q4 1/24/2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2022 Q4 1/24/2023
Qiming U.S. Ventures Management, LLC 2022 Q4 1/24/2023
Claybrook Capital, LLC 2022 Q4 1/24/2023
Investmark Advisory Group LLC 2022 Q4 1/24/2023
FIRST CITIZENS BANK & TRUST CO 2022 Q4 1/24/2023
Covenant Asset Management, LLC 2022 Q4 1/24/2023
Del-Sette Capital Management, LLC 2022 Q4 1/24/2023
Koshinski Asset Management, Inc. 2022 Q4 1/24/2023
CALIBER WEALTH MANAGEMENT, LLC 2022 Q4 1/24/2023
Courant Investment Management LLC 2022 Q4 1/24/2023
Bouchey Financial Group Ltd 2022 Q4 1/24/2023
PENN DAVIS MCFARLAND INC 2022 Q4 1/24/2023
Stonegate Investment Group, LLC 2022 Q4 1/24/2023
White Lighthouse Investment Management Inc. 2022 Q4 1/24/2023
OAK RIDGE INVESTMENTS LLC 2022 Q4 1/24/2023
626 Financial, LLC 2022 Q4 1/24/2023
Sigma Planning Corp 2022 Q4 1/24/2023
Key Colony Management, LLC 2022 Q4 1/24/2023
WealthOne, LLC 2022 Q4 1/24/2023
NORTH POINT PORTFOLIO MANAGERS CORP/OH 2022 Q4 1/24/2023
EUDAIMONIA ADVISORS LLC 2022 Q4 1/24/2023
Kathmere Capital Management, LLC 2022 Q4 - RESTATEMENT 1/24/2023
Eudaimonia Partners, LLC 2022 Q4 1/24/2023
Bridge Creek Capital Management LLC 2022 Q4 1/24/2023
Southern Farm Bureau Life Insurance 2022 Q4 - RESTATEMENT 1/24/2023
CRA Financial Services, LLC 2022 Q4 1/24/2023
Louisiana State Employees Retirement System 2022 Q4 1/24/2023
Empirical Finance, LLC 2022 Q4 1/24/2023
Bill Few Associates, Inc. 2022 Q4 1/24/2023
ShoreHaven Wealth Partners, LLC 2022 Q4 1/24/2023
CAPITAL MANAGEMENT CORP /VA 2022 Q4 1/24/2023
HENDLEY & CO INC 2022 Q4 1/24/2023
Matisse Capital 2022 Q4 - NEW HOLDINGS 1/24/2023
NATIONAL BANK OF CANADA /FI/ 2022 Q4 1/24/2023
Pachira Investments Inc. 2022 Q4 1/24/2023
Lafayette Investments, Inc. 2022 Q4 1/24/2023
Spartan Fund Management Inc. 2022 Q4 1/24/2023
ARK Investment Management LLC 2022 Q4 1/24/2023
Penbrook Management LLC 2022 Q4 1/24/2023
Cordant, Inc. 2022 Q4 1/24/2023
Nationwide Asset Management LLC 2022 Q4 1/24/2023
Enlightenment Research, LLC 2022 Q4 1/24/2023
Arlington Partners LLC 2022 Q4 - RESTATEMENT 1/24/2023
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2022 Q4 - RESTATEMENT 1/24/2023
Matrix Trust Co 2022 Q4 1/24/2023
PHILLIPS FINANCIAL MANAGEMENT, LLC 2022 Q4 1/24/2023
Kathmere Capital Management, LLC 2022 Q4 1/24/2023
Diversified Portfolios, Inc. 2022 Q4 1/24/2023
Brown University 2022 Q4 1/24/2023
Forum Financial Management, LP 2022 Q4 1/24/2023
Crestwood Capital Management, L.P. 2022 Q4 1/24/2023
HARBOR INVESTMENT ADVISORY, LLC 2022 Q4 1/24/2023
Fragasso Group Inc. 2022 Q4 - RESTATEMENT 1/24/2023
Violich Capital Management, Inc. 2022 Q4 1/24/2023
Southern Farm Bureau Life Insurance 2022 Q4 1/24/2023
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2022 Q4 1/24/2023
Fulcrum Capital LLC 2022 Q4 1/24/2023
Fragasso Group Inc. 2022 Q4 1/24/2023
ZWJ INVESTMENT COUNSEL INC 2022 Q4 1/24/2023
Hendershot Investments Inc. 2022 Q4 1/24/2023
LYELL WEALTH MANAGEMENT, LP 2022 Q4 1/24/2023
MOSELEY INVESTMENT MANAGEMENT INC 2022 Q4 1/24/2023
MUFG Securities EMEA plc 2022 Q4 1/24/2023
COMMERZBANK AKTIENGESELLSCHAFT /FI 2022 Q4 1/24/2023
BLUE SQUARE ASSET MANAGEMENT, LLC 2022 Q4 1/24/2023
Buckingham Capital Management, Inc. 2022 Q4 1/24/2023
Linden Rose Investment LLC 2022 Q4 1/24/2023
ROCKLAND TRUST CO 2022 Q4 1/24/2023
TOTH FINANCIAL ADVISORY CORP 2022 Q4 1/24/2023
PARK AVENUE SECURITIES LLC 2022 Q4 1/24/2023
Centerpoint Advisors, LLC 2022 Q4 1/24/2023
SOL Capital Management CO 2022 Q4 1/24/2023
NORRIS PERNE & FRENCH LLP/MI 2022 Q4 1/24/2023
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 2022 Q4 1/24/2023
RFP Financial Group LLC 2022 Q4 1/24/2023
Bank Julius Baer & Co. Ltd, Zurich 2022 Q4 1/24/2023
Pinnacle Bancorp, Inc. 2022 Q4 1/24/2023
Integrity Advisory, LLC 2022 Q4 1/24/2023
Darrow Company, Inc. 2022 Q4 1/24/2023
CONOCOPHILLIPS 2022 Q4 1/24/2023
Verde Servicos Internacionais S.A. 2022 Q4 1/24/2023