Latest 13F Filings

Since 10/1/2025

Manager Period Date Filed
Midwest Trust Co 2025 Q3 11/6/2025
ROCKLAND TRUST CO 2025 Q3 11/6/2025
CINCINNATI FINANCIAL CORP 2025 Q3 11/6/2025
CSU Producer Resources, Inc. 2025 Q3 11/6/2025
Cincinnati Specialty Underwriters Insurance CO 2025 Q3 11/6/2025
CINCINNATI INDEMNITY CO 2025 Q3 11/6/2025
CINCINNATI INSURANCE CO 2025 Q3 11/6/2025
Sage Advisory Services, Ltd.Co. 2025 Q3 11/6/2025
CINCINNATI CASUALTY CO 2025 Q3 11/6/2025
FINANCIAL COUNSELORS INC 2025 Q3 11/6/2025
EnRich Financial Partners LLC 2025 Q3 11/6/2025
SVB WEALTH LLC 2025 Q3 11/6/2025
AG Asset Advisory, LLC 2025 Q3 11/6/2025
ESSEX INVESTMENT MANAGEMENT CO LLC 2025 Q3 11/6/2025
Aspect Partners, LLC 2025 Q3 11/6/2025
REAVES W H & CO INC 2025 Q3 11/6/2025
Versor Investments LP 2025 Q3 11/6/2025
OPINICUS CAPITAL, INC. 2025 Q3 11/6/2025
S&CO INC 2025 Q3 11/6/2025
Waterway Wealth Management, LLC 2025 Q3 11/6/2025
Compagnie Lombard Odier SCmA 2025 Q3 11/6/2025
WINSLOW ASSET MANAGEMENT INC 2025 Q3 11/6/2025
WESBANCO BANK INC 2025 Q3 11/6/2025
QVIDTVM Management LLC 2025 Q3 11/6/2025
Foresight Group Ltd Liability Partnership 2025 Q3 11/6/2025
Northwest Financial Advisors 2025 Q3 11/6/2025
GUARDCAP ASSET MANAGEMENT Ltd 2025 Q3 11/6/2025
First National Trust Co 2025 Q3 11/6/2025
General Pension Society PZU Joint Stock Co 2025 Q3 11/6/2025
Summit Asset Management, LLC 2025 Q3 11/6/2025
BLALOCK WILLIAMS, LLC 2024 Q4 11/6/2025
BLALOCK WILLIAMS, LLC 2025 Q1 11/6/2025
DELAP WEALTH ADVISORY, LLC 2025 Q3 11/6/2025
BLALOCK WILLIAMS, LLC 2025 Q2 11/6/2025
Mandatum Life Insurance Co Ltd 2025 Q3 11/6/2025
NAVELLIER & ASSOCIATES INC 2025 Q3 11/6/2025
Harpswell Capital Advisors, LLC 2025 Q3 11/6/2025
bLong Financial, LLC 2025 Q3 11/6/2025
Integrity Financial Corp /WA 2025 Q3 11/6/2025
Bryce Point Capital, LLC 2025 Q3 11/6/2025
Edgemoor Investment Advisors, Inc. 2025 Q3 11/6/2025
Arista Wealth Management, LLC 2025 Q3 11/6/2025
JOHNSON INVESTMENT COUNSEL INC 2025 Q3 11/6/2025
Wealthfront Advisers LLC 2025 Q3 11/6/2025
Warberg Asset Management LLC 2025 Q3 11/6/2025
Gallagher Capital Advisors, LLC 2025 Q3 11/6/2025
Syncona Portfolio Ltd 2025 Q3 11/6/2025
MEANS INVESTMENT CO., INC. 2025 Q3 11/6/2025
Standpoint Asset Management, LLC 2025 Q3 11/6/2025
CloudAlpha Capital Management Limited/Hong Kong 2025 Q3 11/6/2025
Katamaran Capital LLP 2025 Q3 11/6/2025
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 2025 Q3 11/6/2025
Prospera Financial Services Inc 2025 Q3 11/6/2025
Marest Capital, LLC 2025 Q3 11/6/2025
WESCAP Management Group, Inc. 2025 Q3 11/6/2025
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2025 Q3 11/6/2025
CALEDONIA INVESTMENTS PLC 2025 Q3 11/6/2025
Slagle Financial, LLC 2025 Q3 11/5/2025
Sunesis Advisors, LLC 2025 Q3 11/5/2025
Two West Capital Advisors LLC 2025 Q3 11/5/2025
Waterfront Wealth Inc. 2025 Q3 11/5/2025
Cardinal Point Capital Management ULC 2025 Q3 11/5/2025
GABLES CAPITAL MANAGEMENT INC. 2025 Q3 11/5/2025
Leading Securities Co Ltd 2025 Q3 11/5/2025
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 2025 Q3 11/5/2025
Beckerman Institutional, LLC 2025 Q3 11/5/2025
Aegis Wealth Management LLC 2025 Q3 11/5/2025
Ipsen Advisor Group LLC 2025 Q3 11/5/2025
Gruss & Co., LLC 2025 Q3 11/5/2025
Meixler Investment Management, Ltd. 2025 Q3 11/5/2025
Tempus Wealth Planning, LLC 2025 Q3 11/5/2025
Candriam S.C.A. 2025 Q3 11/5/2025
Francis Financial, Inc. 2025 Q3 11/5/2025
Latko Wealth Management, Ltd. 2025 Q3 11/5/2025
OPPENHEIMER ASSET MANAGEMENT INC. 2025 Q3 11/5/2025
REGENTS OF THE UNIVERSITY OF CALIFORNIA 2025 Q3 11/5/2025
Crystal Rock Capital Management 2025 Q3 11/6/2025
Provident Co of the Employees of the Hebrew University LTD 2025 Q3 11/6/2025
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2025 Q3 11/5/2025
AJU IB Investment Co., Ltd. 2025 Q3 11/5/2025
Green Court Capital Management Ltd 2025 Q3 11/5/2025
OPTIMAS CAPITAL Ltd 2025 Q3 11/5/2025
MB Generational Wealth, LLC 2025 Q3 11/5/2025
Sozo Ventures GP II, L.P. 2025 Q3 11/5/2025
Linden Thomas Advisory Services, LLC 2025 Q3 11/5/2025
Fairscale Capital, LLC 2025 Q3 11/5/2025
OPPENHEIMER & CO INC 2025 Q3 11/5/2025
Midwest Financial Group LLC 2025 Q3 11/5/2025
Proactive Wealth Strategies LLC 2025 Q3 11/5/2025
NUANCE INVESTMENTS, LLC 2025 Q3 11/5/2025
Windle Wealth, LLC 2025 Q3 11/5/2025
ProShare Advisors LLC 2025 Q3 11/5/2025
PROFUND ADVISORS LLC 2025 Q3 11/5/2025
CONTINENTAL INVESTORS SERVICES, INC. 2025 Q3 11/5/2025
ONE Advisory Partners, LLC 2025 Q3 11/5/2025
ROMAN BUTLER FULLERTON & CO 2025 Q3 11/5/2025
RFG Advisory, LLC 2025 Q3 11/5/2025
Paradigm Capital Management, LLC/NV 2025 Q3 11/5/2025
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2025 Q3 11/5/2025
Western Wealth Management, LLC 2025 Q3 11/5/2025