Latest 13F Filings

Since 4/1/2024

Manager Period Date Filed
Stewardship Advisors, LLC 2024 Q1 4/17/2024
Acropolis Investment Management, LLC 2024 Q1 4/17/2024
WealthNavi Inc. 2024 Q1 4/17/2024
Arrowroot Family Office, LLC 2023 Q4 4/16/2024
Cyndeo Wealth Partners, LLC 2024 Q1 4/16/2024
TRB Advisors LP 2024 Q1 4/16/2024
TRB Advisors LP 2023 Q4 - RESTATEMENT 4/16/2024
BLUESTEM FINANCIAL ADVISORS, LLC 2024 Q1 4/16/2024
Howard Capital Management Group, LLC 2024 Q1 4/16/2024
Evergreen Private Wealth LLC 2024 Q1 4/16/2024
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2024 Q1 4/16/2024
Arrowroot Family Office, LLC 2023 Q1 4/16/2024
Arrowroot Family Office, LLC 2023 Q2 4/16/2024
Arrowroot Family Office, LLC 2023 Q3 4/16/2024
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2024 Q1 4/16/2024
Amplius Wealth Advisors, LLC 2024 Q1 4/16/2024
SummerHaven Investment Management, LLC 2024 Q1 4/16/2024
Keel Point, LLC 2024 Q1 4/16/2024
BNC WEALTH MANAGEMENT, LLC 2024 Q1 4/16/2024
Rappaport Reiches Capital Management, LLC 2024 Q1 4/16/2024
HS Management Partners, LLC 2024 Q1 4/16/2024
CAMPBELL NEWMAN ASSET MANAGEMENT INC 2024 Q1 4/16/2024
Strategic Equity Management 2024 Q1 4/16/2024
VOISARD ASSET MANAGEMENT GROUP, INC. 2024 Q1 4/16/2024
First International Bank & Trust 2024 Q1 4/16/2024
Steigerwald, Gordon & Koch Inc. 2024 Q1 4/16/2024
Processus Wealth & Capital Management, LLC 2024 Q1 4/16/2024
PATRIZIA Pty Ltd 2024 Q1 4/16/2024
Allred Capital Management, LLC 2024 Q1 4/16/2024
Japan Post Holdings Co., Ltd. 2024 Q1 4/16/2024
Montis Financial, LLC 2024 Q1 4/16/2024
COUNTRY TRUST BANK 2024 Q1 4/16/2024
Krane Funds Advisors LLC 2024 Q1 4/16/2024
WHITENER CAPITAL MANAGEMENT, INC. 2024 Q1 4/16/2024
MINOT CAPITAL, LP 2024 Q1 4/16/2024
Pacific Wealth Management 2024 Q1 4/16/2024
Independence Bank of Kentucky 2024 Q1 4/16/2024
TOTAL INVESTMENT MANAGEMENT INC 2024 Q1 4/16/2024
FIDELITY D & D BANCORP INC 2024 Q1 4/16/2024
Kopion Asset Management, LLC 2023 Q4 - RESTATEMENT 4/16/2024
NORRIS PERNE & FRENCH LLP/MI 2024 Q1 4/16/2024
Kopion Asset Management, LLC 2023 Q3 - RESTATEMENT 4/16/2024
First Dallas Securities Inc. 2024 Q1 4/16/2024
Galibier Capital Management Ltd. 2024 Q1 4/16/2024
Moisand Fitzgerald Tamayo, LLC 2024 Q1 4/16/2024
Reliant Investment Management, LLC 2024 Q1 4/16/2024
Viewpoint Capital Management LLC 2024 Q1 4/16/2024
MONUMENTAL FINANCIAL GROUP INC. 2024 Q1 4/16/2024
Hodges Capital Management Inc. 2024 Q1 4/16/2024
Weaver Consulting Group 2024 Q1 4/16/2024
Occidental Asset Management, LLC 2024 Q1 4/16/2024
AVITY INVESTMENT MANAGEMENT INC. 2024 Q1 4/16/2024
Kopion Asset Management, LLC 2023 Q2 - RESTATEMENT 4/16/2024
Ampfield Management, L.P. 2024 Q1 4/16/2024
WD RUTHERFORD LLC 2024 Q1 4/16/2024
MCF Advisors LLC 2024 Q1 4/16/2024
Kopion Asset Management, LLC 2023 Q1 - RESTATEMENT 4/16/2024
SEARCY FINANCIAL SERVICES INC /ADV 2024 Q1 4/16/2024
TOTH FINANCIAL ADVISORY CORP 2024 Q1 4/16/2024
Noble Family Wealth, LLC 2024 Q1 4/16/2024
TRUST CO OF VIRGINIA /VA 2024 Q1 4/16/2024
Newton One Investments LLC 2024 Q1 4/16/2024
GARRISON BRADFORD & ASSOCIATES INC 2024 Q1 4/16/2024
OPINICUS CAPITAL, INC. 2024 Q1 4/16/2024
Trifecta Capital Advisors, LLC 2024 Q1 4/16/2024
Traveka Wealth, LLC 2024 Q1 4/16/2024
Pure Financial Advisors, LLC 2024 Q1 4/16/2024
Sara-Bay Financial 2024 Q1 4/16/2024
HART & PATTERSON FINANCIAL GROUP LLC 2024 Q1 4/16/2024
NovaPoint Capital, LLC 2024 Q1 4/16/2024
WBH ADVISORY INC 2024 Q1 4/16/2024
Five Oceans Advisors 2024 Q1 4/16/2024
Arlington Trust Co LLC 2024 Q1 4/16/2024
MAGNOLIA CAPITAL MANAGEMENT LTD 2024 Q1 4/16/2024
Arlington Partners LLC 2024 Q1 4/16/2024
Cordant, Inc. 2024 Q1 4/16/2024
Lauer Wealth, LLC 2024 Q1 4/16/2024
FSC Wealth Advisors, LLC 2024 Q1 4/16/2024
Multicoin Capital Management, LLC 2023 Q4 4/16/2024
JACKSON SQUARE CAPITAL, LLC 2024 Q1 4/16/2024
McBroom & Associates, LLC 2024 Q1 4/16/2024
Alliance Wealth Advisors, LLC 2024 Q1 4/16/2024
Berger Financial Group, Inc 2024 Q1 4/16/2024
Asset Dedication, LLC 2024 Q1 4/16/2024
Sageworth Trust Co 2024 Q1 4/16/2024
Kopion Asset Management, LLC 2022 Q4 - RESTATEMENT 4/16/2024
Tanglewood Legacy Advisors, LLC 2024 Q1 4/16/2024
Sageworth Trust Co of South Dakota 2024 Q1 4/16/2024
FAMILY WEALTH PARTNERS, LLC 2024 Q1 4/16/2024
MinichMacGregor Wealth Management, LLC 2024 Q1 4/16/2024
PineStone Asset Management Inc. 2024 Q1 4/16/2024
Presima Securities ULC 2024 Q1 4/16/2024
FLAGSHIP HARBOR ADVISORS, LLC 2024 Q1 4/16/2024
Robbins Farley 2024 Q1 4/16/2024
Perpetual Ltd 2024 Q1 - RESTATEMENT 4/16/2024
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2024 Q1 4/16/2024
Cedar Mountain Advisors, LLC 2024 Q1 4/16/2024
Stratos Investment Management, LLC 2024 Q1 4/16/2024
Stratos Wealth Advisors, LLC 2024 Q1 4/16/2024
Kohmann Bosshard Financial Services, LLC 2024 Q1 4/16/2024