Latest 13F Filings

Since 4/1/2024

Manager Period Date Filed
Stratos Wealth Partners, LTD. 2024 Q1 4/16/2024
Atwater Malick LLC 2024 Q1 4/16/2024
ENZI WEALTH 2024 Q1 4/16/2024
Tevis Investment Management 2024 Q1 4/16/2024
CAPITAL INSIGHT PARTNERS, LLC 2024 Q1 4/16/2024
TSFG, LLC 2024 Q1 4/16/2024
Sawyer & Company, Inc 2024 Q1 4/16/2024
DIXON FNANCIAL SERVICES, INC. 2024 Q1 4/16/2024
Asio Capital, LLC 2024 Q1 4/16/2024
Stillwater Capital Advisors, LLC 2024 Q1 4/16/2024
FIRETHORN WEALTH PARTNERS, LLC 2024 Q1 4/16/2024
Bridge Advisory, LLC 2024 Q1 4/16/2024
Harbour Capital Advisors, LLC 2024 Q1 4/16/2024
KRS Capital Management, LLC 2024 Q1 4/16/2024
Astoria Portfolio Advisors LLC. 2024 Q1 4/16/2024
Silverleafe Capital Partners, LLC 2024 Q1 4/16/2024
New England Research & Management, Inc. 2024 Q1 4/16/2024
Financial Management Professionals, Inc. 2024 Q1 4/16/2024
Kathmere Capital Management, LLC 2023 Q4 4/16/2024
R.H. Dinel Investment Counsel, Inc. 2024 Q1 4/16/2024
Norway Savings Bank 2024 Q1 4/16/2024
LILLY ENDOWMENT INC 2024 Q1 4/16/2024
Kathmere Capital Management, LLC 2024 Q1 4/16/2024
Cambridge Advisors Inc. 2024 Q1 4/16/2024
WEBSTER BANK, N. A. 2024 Q1 4/16/2024
FIDELITY D & D BANCORP INC 2023 Q1 4/16/2024
OneAscent Wealth Management LLC 2024 Q1 4/16/2024
OneAscent Financial Services LLC 2024 Q1 4/16/2024
S.E.E.D. Planning Group LLC 2024 Q1 4/16/2024
Artemis Investment Management LLP 2024 Q1 4/16/2024
Indiana Trust & Investment Management CO 2024 Q1 4/16/2024
HOWARD FINANCIAL SERVICES, LTD. 2024 Q1 4/16/2024
GUYASUTA INVESTMENT ADVISORS INC 2024 Q1 4/16/2024
Addenda Capital Inc. 2024 Q1 4/16/2024
Sendero Wealth Management, LLC 2024 Q1 4/16/2024
LongView Wealth Management 2024 Q1 4/16/2024
Register Financial Advisors LLC 2024 Q1 4/16/2024
Brookmont Capital Management 2024 Q1 4/16/2024
Capital Asset Advisory Services LLC 2024 Q1 4/16/2024
Norwood Financial Corp 2024 Q1 4/16/2024
Pinnacle Bancorp, Inc. 2024 Q1 4/16/2024
Atlantic Union Bankshares Corp 2024 Q1 4/16/2024
Touchstone Capital, Inc. 2024 Q1 4/16/2024
Levy Wealth Management Group, LLC 2024 Q1 4/16/2024
AMF Tjanstepension AB 2024 Q1 4/16/2024
CALTON & ASSOCIATES, INC. 2024 Q1 4/16/2024
Ameliora Wealth Management Ltd. 2024 Q1 4/16/2024
DeDora Capital, Inc. 2024 Q1 4/16/2024
Exor N.V. 2024 Q1 4/16/2024
GuoLine Advisory Pte Ltd 2024 Q1 4/16/2024
BSN CAPITAL PARTNERS Ltd 2024 Q1 4/16/2024
Shulman DeMeo Asset Management LLC 2024 Q1 4/15/2024
Seed Wealth Management, Inc. 2024 Q1 4/15/2024
IMZ Advisory Inc 2024 Q1 4/15/2024
LOCKERMAN FINANCIAL GROUP, INC. 2024 Q1 4/15/2024
Thrive Wealth Management, LLC 2024 Q1 4/15/2024
Pasadena Private Wealth, LLC 2024 Q1 4/15/2024
Sunburst Financial Group, LLC 2024 Q1 4/15/2024
RiverTree Advisors, LLC 2024 Q1 4/15/2024
Tarbox Family Office, Inc. 2024 Q1 4/15/2024
180 WEALTH ADVISORS, LLC 2024 Q1 4/15/2024
Stokes Capital Advisors, LLC 2024 Q1 4/15/2024
Harbor Group, Inc. 2024 Q1 4/15/2024
DOHJ, LLC 2024 Q1 4/15/2024
Transform Wealth, LLC 2024 Q1 4/15/2024
Maltin Wealth Management, Inc. 2024 Q1 4/15/2024
Cypress Wealth Services, LLC 2024 Q1 4/15/2024
Congress Park Capital LLC 2024 Q1 4/15/2024
Jessup Wealth Management, Inc 2024 Q1 4/15/2024
Baugh & Associates, LLC 2024 Q1 4/15/2024
Buckley Wealth Management, LLC 2024 Q1 4/15/2024
Prosperity Planning, Inc. 2024 Q1 4/15/2024
Courage Miller Partners, LLC 2024 Q1 4/15/2024
HENGEHOLD CAPITAL MANAGEMENT LLC 2024 Q1 4/15/2024
Independence Asset Advisors, LLC 2024 Q1 4/15/2024
Sterling Group Wealth Management, LLC 2024 Q1 4/15/2024
TCG Capital Management, LP 2024 Q1 4/16/2024
Prairie Sky Financial Group LLC 2024 Q1 4/15/2024
Systrade AG 2024 Q1 4/15/2024
OLIO Financial Planning 2024 Q1 4/15/2024
Chesley Taft & Associates LLC 2024 Q1 4/15/2024
SCHARF INVESTMENTS, LLC 2024 Q1 4/15/2024
Hurlow Wealth Management Group, Inc. 2024 Q1 4/15/2024
Towerpoint Wealth, LLC 2024 Q1 4/15/2024
Overbrook Management Corp 2024 Q1 4/15/2024
Bouvel Investment Partners, LLC 2024 Q1 4/15/2024
TLWM 2024 Q1 4/15/2024
Edge Wealth Management LLC 2024 Q1 4/15/2024
Client First Capital LLC 2024 Q1 4/15/2024
Onyx Financial Advisors, LLC 2024 Q1 4/15/2024
Ausbil Investment Management Ltd 2024 Q1 4/15/2024
Vanguard Capital Wealth Advisors 2024 Q1 4/15/2024
INVESTMENT PARTNERS, LTD. 2024 Q1 4/15/2024
Lincoln Capital LLC 2024 Q1 4/15/2024
LINCOLN CAPITAL CORP 2024 Q1 4/15/2024
Williams & Novak, LLC 2024 Q1 4/15/2024
Powell Investment Advisors, LLC 2024 Q1 4/15/2024
COURIER CAPITAL LLC 2024 Q1 4/15/2024
Colorado Capital Management, Inc. 2024 Q1 4/15/2024
Fifth Third Wealth Advisors LLC 2024 Q1 4/15/2024