Latest 13F Filings

Since 4/1/2025

Manager Period Date Filed
Farmers & Merchants Trust Co of Chambersburg PA 2025 Q1 4/25/2025
Kennon-Green & Company, LLC 2025 Q1 4/25/2025
Cypress Capital, LLC 2025 Q1 4/25/2025
Benchmark Financial Wealth Advisors, LLC 2025 Q1 4/25/2025
Deseret Mutual Benefit Administrators 2025 Q1 4/25/2025
Smallwood Wealth Investment Management, LLC 2025 Q1 4/25/2025
ADVISORS MANAGEMENT GROUP INC /ADV 2025 Q1 4/25/2025
CHURCHILL MANAGEMENT Corp 2025 Q1 4/25/2025
New Millennium Group LLC 2025 Q1 4/25/2025
Ironwood Wealth Management, LLC. 2025 Q1 4/25/2025
Prairiewood Capital, LLC 2025 Q1 4/25/2025
Tevis Investment Management 2025 Q1 4/25/2025
J.Safra Asset Management Corp 2025 Q1 4/25/2025
HILLMAN CO 2025 Q1 4/25/2025
Morton Brown Family Wealth, LLC 2025 Q1 4/25/2025
K2 Financial Inc. 2025 Q1 4/25/2025
G&S Capital LLC 2025 Q1 4/25/2025
Essex LLC 2025 Q1 4/25/2025
Franklin, Parlapiano, Turner & Welch, LLC 2025 Q1 4/25/2025
Townsend & Associates, Inc 2025 Q1 4/25/2025
Blankinship & Foster, LLC 2024 Q3 - RESTATEMENT 4/25/2025
Red Door Wealth Management, LLC 2025 Q1 4/25/2025
IMPACTfolio, LLC 2025 Q1 4/25/2025
Rochester Wealth Strategies, LLC 2025 Q1 4/25/2025
SPINNAKER TRUST 2025 Q1 4/25/2025
ENZI WEALTH 2025 Q1 4/25/2025
Yardley Wealth Management LLC 2025 Q1 4/25/2025
New Perspectives, Inc 2025 Q1 4/25/2025
Intelligence Driven Advisers, LLC 2025 Q1 4/25/2025
CMG Global Holdings, LLC 2025 Q1 4/25/2025
First Fiduciary Investment Counsel, Inc. 2025 Q1 4/25/2025
PEREGRINE CAPITAL MANAGEMENT LLC 2025 Q1 4/25/2025
Insight Inv LLC 2025 Q1 4/25/2025
MorganRosel Wealth Management, LLC 2025 Q1 4/25/2025
Taylor Frigon Capital Management LLC 2025 Q1 4/25/2025
Powers Capital, LLC 2025 Q1 4/25/2025
Arbor Investment Advisors, LLC 2025 Q1 4/25/2025
MidAtlantic Capital Management, Inc. 2025 Q1 4/25/2025
RED CEDAR INVESTMENT MANAGEMENT, LLC 2025 Q1 4/25/2025
CANANDAIGUA NATIONAL BANK & TRUST CO 2025 Q1 4/25/2025
DiNuzzo Private Wealth, Inc. 2025 Q1 4/25/2025
VALLEY NATIONAL ADVISERS INC 2025 Q1 4/25/2025
Custos Family Office, LLC 2025 Q1 4/25/2025
Canandaigua National Trust Co of Florida 2025 Q1 4/25/2025
Socha Financial Group, LLC 2025 Q1 4/25/2025
Washington Trust Advisors, Inc. 2025 Q1 4/25/2025
Westside Investment Management, Inc. 2025 Q1 4/25/2025
WASHINGTON TRUST Co 2025 Q1 4/25/2025
Tradewinds Capital Management, LLC 2025 Q1 4/25/2025
Nicholson Meyer Capital Management, Inc. 2025 Q1 4/25/2025
Nabity-Jensen Investment Management Inc 2025 Q1 4/25/2025
Pacific Wealth Strategies Group, Inc. 2025 Q1 4/25/2025
Argent Advisors, Inc. 2025 Q1 4/25/2025
Dougherty Wealth Advisers LLC 2025 Q1 4/25/2025
Perissos Private Wealth Management, LLC 2025 Q1 4/25/2025
Jacobsen Capital Management 2025 Q1 4/25/2025
Kendall Capital Management 2025 Q1 4/25/2025
LifePlan Financial, LLC 2025 Q1 4/25/2025
Alken Asset Management Ltd 2025 Q1 4/25/2025
Ameritas Advisory Services, LLC 2025 Q1 4/25/2025
NEW WAVE WEALTH ADVISORS LLC 2025 Q1 4/25/2025
NORTHWEST WEALTH MANAGEMENT, LLC 2025 Q1 4/25/2025
IRON Financial LLC 2025 Q1 4/25/2025
Sollinda Capital Management LLC 2025 Q1 4/25/2025
Cairn Investment Group, Inc. 2025 Q1 4/25/2025
FINANCIAL CONSULATE, INC 2025 Q1 4/25/2025
Henry James International Management Inc. 2025 Q1 4/25/2025
Verity Asset Management, Inc. 2025 Q1 4/25/2025
Wise Wealth Partners 2025 Q1 4/25/2025
Shilanski & Associates, Inc. 2025 Q1 4/25/2025
ALBION FINANCIAL GROUP /UT 2025 Q1 4/25/2025
Monument Capital Management 2025 Q1 4/25/2025
William Howard & Co Financial Advisors Inc 2025 Q1 4/25/2025
EADS & HEALD WEALTH MANAGEMENT 2025 Q1 4/25/2025
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2025 Q1 4/25/2025
AMALGAMATED BANK 2025 Q1 4/25/2025
Hobbs Wealth Management, LLC 2025 Q1 - RESTATEMENT 4/25/2025
Bay Capital Advisors, LLC 2025 Q1 4/25/2025
MMBG INVESTMENT ADVISORS CO. 2025 Q1 4/25/2025
AUGUSTINE ASSET MANAGEMENT INC 2025 Q1 4/25/2025
Guerra Advisors Inc 2025 Q1 4/25/2025
LIFE LINE WEALTH MANAGEMENT LLC 2025 Q1 4/25/2025
Citizens National Bank Trust Department 2025 Q1 4/25/2025
Avidian Wealth Enterprises, LLC 2025 Q1 4/25/2025
Innovative Wealth Building LLC 2025 Q1 4/25/2025
Trademark Financial Management, LLC 2025 Q1 4/25/2025
BCK Partners, Inc. 2025 Q1 4/25/2025
BankPlus Wealth Management LLC 2025 Q1 4/25/2025
Buttonwood Financial Advisors Inc. 2025 Q1 4/25/2025
Crown Wealth Group, LLC 2025 Q1 4/25/2025
Waterfront Wealth Inc. 2025 Q1 4/25/2025
Wealthstar Advisors, LLC 2025 Q1 4/25/2025
Strid Group, LLC 2025 Q1 4/25/2025
Lunate Capital Ltd 2025 Q1 4/25/2025
Naviter Wealth, LLC 2025 Q1 4/25/2025
Hutchens & Kramer Investment Management Group, LLC 2025 Q1 4/25/2025
Essex Financial Services, Inc. 2025 Q1 4/25/2025
Stonebridge Financial Group, LLC 2025 Q1 4/25/2025
Hills Bank & Trust Co 2025 Q1 4/25/2025
Skylands Capital, LLC 2025 Q1 4/25/2025