Latest 13F Filings

Since 10/1/2025

Manager Period Date Filed
Osprey Private Wealth LLC 2025 Q3 10/8/2025
Flower City Capital 2025 Q3 10/8/2025
NatWest Group plc 2025 Q3 10/8/2025
NEW YORK STATE COMMON RETIREMENT FUND 2023 Q2 - RESTATEMENT 10/8/2025
Fiduciary Alliance LLC 2025 Q3 10/8/2025
PEAK FINANCIAL ADVISORS LLC 2025 Q3 10/8/2025
NEW YORK STATE COMMON RETIREMENT FUND 2023 Q1 - RESTATEMENT 10/8/2025
ARMSTRONG ADVISORY GROUP, INC 2025 Q3 10/8/2025
Peoples Bank/KS 2025 Q3 10/8/2025
NEW YORK STATE COMMON RETIREMENT FUND 2022 Q4 - RESTATEMENT 10/8/2025
Asset Allocation Strategies LLC 2025 Q3 10/8/2025
Cox Capital Mgt LLC 2025 Q3 10/8/2025
Wealth Group Ltd 2025 Q3 10/8/2025
General Partner, Inc. 2025 Q3 10/8/2025
DIXON FNANCIAL SERVICES, INC. 2025 Q3 10/8/2025
RDA Financial Network 2025 Q3 10/8/2025
FIRETHORN WEALTH PARTNERS, LLC 2025 Q3 10/8/2025
Pinnacle Wealth Management Group, Inc. 2025 Q3 10/8/2025
DUDLEY & SHANLEY, INC. 2025 Q3 10/8/2025
Retirement Wealth Solutions LLC 2025 Q3 10/8/2025
Sincerus Advisory, LLC 2025 Q3 10/8/2025
BENNETT SELBY INVESTMENTS LP 2025 Q3 10/8/2025
Partnership Wealth Management, LLC 2025 Q3 10/8/2025
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 2025 Q3 10/8/2025
OLD POINT TRUST & FINANCIAL SERVICES N A 2025 Q3 10/8/2025
Legacy Private Trust Co. 2025 Q3 10/8/2025
KWMG, LLC 2025 Q3 10/8/2025
TOMPKINS FINANCIAL CORP 2025 Q3 10/8/2025
Wedmont Private Capital 2025 Q3 10/8/2025
Czech National Bank 2025 Q3 10/8/2025
RF&L WEALTH MANAGEMENT, LLC 2025 Q3 10/8/2025
Kure Advisory, LLC 2025 Q3 10/7/2025
Charis Legacy Partners, LLC 2025 Q3 10/7/2025
WESTWOOD HOLDINGS GROUP INC 2025 Q2 - RESTATEMENT 10/7/2025
Quantum Financial Advisors, LLC 2025 Q3 10/7/2025
Congress Park Capital LLC 2025 Q3 10/7/2025
Carr Financial Group Corp 2025 Q3 10/7/2025
M.E. ALLISON & CO., INC. 2025 Q3 10/7/2025
McNaughton Wealth Management, LLC 2025 Q3 10/7/2025
Trinity Wealth Management, LLC 2025 Q3 10/7/2025
COUNTRY CLUB BANK 2025 Q3 10/7/2025
Towerpoint Wealth, LLC 2025 Q3 10/7/2025
Balefire, LLC 2025 Q3 10/7/2025
INTEGRATED CAPITAL MANAGEMENT, INC. 2025 Q3 10/7/2025
Sherrill & Hutchins Financial Advisory, Inc 2025 Q3 10/7/2025
Ignite Planners, LLC 2025 Q3 10/7/2025
KWB Wealth 2025 Q3 10/7/2025
Chesley Taft & Associates LLC 2025 Q3 10/7/2025
MOULTON WEALTH MANAGEMENT, INC 2025 Q3 10/7/2025
BLUESTEM FINANCIAL ADVISORS, LLC 2025 Q3 10/7/2025
DAILY JOURNAL CORP 2025 Q3 10/7/2025
Neumann Advisory Hong Kong Ltd 2025 Q3 10/7/2025
Sendero Wealth Management, LLC 2025 Q3 10/7/2025
Keystone Financial Planning, Inc. 2025 Q3 10/7/2025
Baron Financial Group, LLC 2025 Q3 10/7/2025
Bay Rivers Group 2025 Q3 10/7/2025
Leverty Financial Group, LLC 2025 Q3 10/7/2025
Accel Wealth Management 2025 Q3 10/7/2025
Cypress Point Wealth Management, LLC 2025 Q3 10/7/2025
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2025 Q3 10/7/2025
Nipun Capital, L.P. 2025 Q3 10/7/2025
Veracity Capital LLC 2025 Q3 10/7/2025
BEACON FINANCIAL GROUP 2025 Q3 10/7/2025
TCP Asset Management, LLC 2025 Q3 10/7/2025
CHICKASAW CAPITAL MANAGEMENT LLC 2025 Q3 10/7/2025
Trinity Financial Advisors LLC 2025 Q3 10/7/2025
Cooper Financial Group 2025 Q3 10/7/2025
Montecito Bank & Trust 2025 Q3 10/7/2025
ORSER CAPITAL MANAGEMENT, LLC 2025 Q3 10/7/2025
FOCUS Wealth Advisors, LLC 2025 Q3 10/7/2025
New Covenant Trust Company, N.A. 2025 Q3 10/7/2025
McLean Asset Management Corp 2025 Q3 10/7/2025
Heritage Family Offices, LLP 2025 Q3 10/7/2025
ATMOS ADVISORY, LLC 2025 Q3 10/7/2025
First International Bank & Trust 2025 Q3 10/7/2025
Walker Financial Services, Inc. 2025 Q3 10/7/2025
FIRST COMMUNITY TRUST NA 2025 Q3 10/7/2025
WOODSTOCK CORP 2025 Q3 10/7/2025
DEFINED WEALTH MANAGEMENT, LLC 2025 Q3 10/7/2025
LBMC INVESTMENT ADVISORS, LLC 2025 Q3 10/7/2025
Acropolis Investment Management, LLC 2025 Q3 10/7/2025
Silverberg Bernstein Capital Management LLC 2025 Q3 10/7/2025
Norway Savings Bank 2025 Q3 10/7/2025
CHANNEL WEALTH LLC 2025 Q3 10/7/2025
HAMILTON LANE ADVISORS LLC 2025 Q3 10/7/2025
GFG Capital, LLC 2025 Q3 10/7/2025
SPRING CAPITAL MANAGEMENT, LLC 2025 Q3 10/7/2025
Ransom Advisory, Ltd 2025 Q3 - RESTATEMENT 10/7/2025
Wynn Capital, LLC 2025 Q3 10/7/2025
CATALYST PRIVATE WEALTH, LLC 2025 Q3 10/7/2025
LYNCH & ASSOCIATES/IN 2025 Q3 10/7/2025
StrongBox Wealth, LLC 2025 Q3 10/7/2025
LBJ Family Wealth Advisors, Ltd. 2025 Q3 10/7/2025
Key Colony Management, LLC 2025 Q3 10/7/2025
Eastover Investment Advisors LLC 2025 Q3 10/7/2025
ST GERMAIN D J CO INC 2025 Q3 10/7/2025
Family Legacy Financial Solutions, LLC 2025 Q3 10/7/2025
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2025 Q3 10/7/2025
EWG Elevate Inc. 2025 Q3 10/7/2025
THREADGILL FINANCIAL, LLC 2025 Q3 10/7/2025