Latest 13F Filings

Since 4/1/2025

Manager Period Date Filed
Addison Advisors LLC 2025 Q1 5/12/2025
Allianz SE 2024 Q3 5/12/2025
Allianz SE 2024 Q1 5/12/2025
Kerusso Capital Management LLC 2025 Q1 5/12/2025
Allianz SE 2024 Q2 5/12/2025
BRUNI J V & CO /CO 2025 Q1 5/12/2025
Corre Partners Management, LLC 2025 Q1 5/12/2025
Capstone Wealth Management Group LLC 2024 Q4 - RESTATEMENT 5/12/2025
Frank, Rimerman Advisors LLC 2025 Q1 5/12/2025
Ciovacco Capital Management LLC 2025 Q1 5/12/2025
Gifford Fong Associates 2025 Q1 5/12/2025
CONDOR CAPITAL MANAGEMENT 2025 Q1 5/12/2025
Koss-Olinger Consulting, LLC 2025 Q1 5/12/2025
LCNB CORP 2025 Q1 5/12/2025
ESL Trust Services, LLC 2025 Q1 5/12/2025
Balanced Rock Investment Advisors LLC 2025 Q1 5/12/2025
HANTZ FINANCIAL SERVICES, INC. 2025 Q1 5/12/2025
JARISLOWSKY, FRASER Ltd 2025 Q1 5/12/2025
CROSBY Co OF NEW HAMPSHIRE LLC 2025 Q1 5/12/2025
Qsemble Capital Management, LP 2025 Q1 5/12/2025
Dominguez Wealth Management Solutions, Inc. 2025 Q1 5/12/2025
Nicollet Investment Management, Inc. 2025 Q1 5/12/2025
Capital Wealth Planning, LLC 2025 Q1 5/12/2025
PFC CAPITAL GROUP, INC. 2025 Q1 5/12/2025
Lingohr Asset Management GmbH 2025 Q1 5/12/2025
ELLERSON GROUP INC /ADV 2025 Q1 5/12/2025
VICTORY FINANCIAL GROUP, LLC 2025 Q1 5/12/2025
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2025 Q1 5/12/2025
Contrarius Group Holdings Ltd 2025 Q1 5/12/2025
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2025 Q1 5/12/2025
FOUNDERS FINANCIAL SECURITIES LLC 2025 Q1 5/12/2025
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2025 Q1 5/12/2025
RiverPark Advisors, LLC 2025 Q1 5/12/2025
JPMORGAN CHASE & CO 2025 Q1 5/12/2025
Meridiem Investment Management Ltd. 2025 Q1 5/12/2025
COMMONS CAPITAL, LLC 2025 Q1 5/12/2025
Empirical Asset Management, LLC 2025 Q1 5/12/2025
Claro Advisors LLC 2025 Q1 5/12/2025
AMJ Financial Wealth Management 2025 Q1 5/12/2025
Disciplined Investors, L.L.C. 2025 Q1 5/12/2025
FF Advisors,LLC 2025 Q1 5/12/2025
Connor, Clark & Lunn Investment Management Ltd. 2025 Q1 5/12/2025
Arcadia Wealth Management, Inc. 2025 Q1 5/12/2025
ASSET PLANNING CORPORATION 2025 Q1 5/12/2025
Avant Capital LLC 2025 Q1 5/12/2025
MUFG Securities EMEA plc 2025 Q1 5/12/2025
Angel Oak Capital Advisors, LLC 2025 Q1 5/12/2025
Cynosure Group, LLC 2025 Q1 5/12/2025
Jordan Park Trust Co LLC 2025 Q1 5/12/2025
Hosking Partners LLP 2025 Q1 5/12/2025
Private Wealth Advisors, LLC 2025 Q1 5/12/2025
Belfer Management LLC 2025 Q1 5/12/2025
Measured Wealth Private Client Group, LLC 2025 Q1 5/12/2025
RIVERPARK CAPITAL MANAGEMENT LLC 2025 Q1 5/12/2025
First Western Trust Bank 2025 Q1 5/12/2025
Donoghue Forlines LLC 2025 Q1 5/12/2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2025 Q1 5/12/2025
FSA WEALTH PARTNERS, INC. 2025 Q1 5/12/2025
MORTON COMMUNITY BANK 2025 Q1 5/12/2025
LOCUST WOOD CAPITAL ADVISERS, LLC 2025 Q1 5/12/2025
Sloy Dahl & Holst, LLC 2025 Q1 5/12/2025
WOLVERINE ASSET MANAGEMENT LLC 2025 Q1 5/12/2025
Ardent Capital Management, Inc. 2025 Q1 5/12/2025
Truepoint, Inc. 2025 Q1 5/12/2025
Austin Private Wealth, LLC 2025 Q1 5/12/2025
Railway Pension Investments Ltd 2025 Q1 5/12/2025
Summit Financial Strategies, Inc. 2025 Q1 5/12/2025
EDENTREE ASSET MANAGEMENT Ltd 2025 Q1 5/12/2025
EVERETT HARRIS & CO /CA/ 2025 Q1 5/12/2025
Amtrust Financial Services, Inc. 2025 Q1 5/12/2025
KEYSTONE INVESTORS PTE LTD 2025 Q1 5/12/2025
Watchtower Advisors, LP 2025 Q1 5/12/2025
PCJ Investment Counsel Ltd. 2025 Q1 5/12/2025
LONGVIEW ASSET MANAGEMENT, LLC 2025 Q1 5/12/2025
Rezny Wealth Management, Inc. 2025 Q1 5/12/2025
FORSTA AP-FONDEN 2025 Q1 5/12/2025
Brookmont Capital Management 2025 Q1 5/12/2025
NBW CAPITAL LLC 2025 Q1 5/12/2025
Nicholson Wealth Management Group, LLC 2025 Q1 5/12/2025
Integrity Financial Corp /WA 2025 Q1 5/12/2025
NS Partners Ltd 2025 Q1 5/12/2025
Herald Investment Management Ltd 2025 Q1 5/12/2025
Bristlecone Advisors, LLC 2025 Q1 5/12/2025
HCC Manager LLC 2025 Q1 5/12/2025
Savvy Advisors, Inc. 2025 Q1 5/12/2025
NATIONAL BANK OF CANADA /FI/ 2025 Q1 5/12/2025
COLRAIN CAPITAL LLC 2025 Q1 5/12/2025
Beaumont Financial Advisors, LLC 2025 Q1 5/12/2025
Gagnon Advisors, LLC 2025 Q1 5/12/2025
Peachtree Investment Partners, LLC 2025 Q1 5/12/2025
RIA Advisory Group LLC 2025 Q1 5/12/2025
FIL Ltd 2025 Q1 5/12/2025
Turning Point Benefit Group, Inc. 2025 Q1 5/12/2025
INCEPTIONR LLC 2025 Q1 5/12/2025
CHASE INVESTMENT COUNSEL CORP 2025 Q1 5/12/2025
Greenland Capital Management LP 2025 Q1 5/12/2025
Scheer, Rowlett & Associates Investment Management Ltd. 2025 Q1 5/12/2025
Sagil Capital LLP 2025 Q1 5/12/2025
Barnes Wealth Management Group, Inc 2024 Q4 5/12/2025
PGGM Investments 2025 Q1 5/12/2025