Latest 13F Filings

Since 7/1/2022

Manager Period Date Filed
AMICA MUTUAL INSURANCE CO 2022 Q2 7/29/2022
Bowman & Co S.C. 2022 Q2 7/29/2022
GREENUP STREET WEALTH MANAGEMENT LLC 2022 Q2 7/29/2022
PRIMORIS WEALTH ADVISORS, LLC 2022 Q2 7/29/2022
Murphy, Middleton, Hinkle & Parker, Inc. 2022 Q2 7/29/2022
RIDGECREST WEALTH PARTNERS, LLC 2022 Q2 7/29/2022
Amica Retiree Medical Trust 2022 Q2 7/29/2022
Spectrum Management Group, LLC 2022 Q2 7/29/2022
IRIDIAN ASSET MANAGEMENT LLC/CT 2022 Q2 7/29/2022
DIXON FNANCIAL SERVICES, INC. 2022 Q2 7/29/2022
Brown University 2022 Q2 7/29/2022
1776 Wealth LLC 2022 Q2 7/29/2022
White Pine Investment CO 2022 Q2 7/29/2022
KILEY JUERGENS WEALTH MANAGEMENT, LLC 2022 Q2 7/29/2022
GRAYBILL BARTZ & ASSOC LTD 2022 Q2 7/29/2022
Penbrook Management LLC 2022 Q2 7/29/2022
Rheos Capital Works Inc. 2022 Q2 7/29/2022
NOESIS CAPITAL MANGEMENT CORP 2022 Q2 7/29/2022
BCS Wealth Management 2022 Q2 7/29/2022
Hudson Value Partners, LLC 2022 Q2 7/29/2022
Coulter & Justus Financial Services, LLC 2022 Q2 7/29/2022
TODD ASSET MANAGEMENT LLC 2022 Q2 7/29/2022
Daniels&Tansey,LLP 2022 Q2 7/29/2022
Madden Advisory Services, Inc. 2022 Q2 7/29/2022
Meridian Financial Partners LLC 2022 Q2 7/29/2022
Kendall Capital Management 2022 Q2 7/29/2022
Evergreen Advisors, LLC 2022 Q2 7/29/2022
WEDGEWOOD INVESTORS INC /PA/ 2022 Q2 7/29/2022
PARSONS CAPITAL MANAGEMENT INC/RI 2022 Q2 7/29/2022
Cornerstone Investment Partners, LLC 2022 Q2 7/29/2022
Avidian Wealth Solutions, LLC 2022 Q2 7/29/2022
SG Americas Securities, LLC 2022 Q2 7/29/2022
REDW Wealth LLC 2022 Q2 7/29/2022
Elemental Capital Partners LLC 2022 Q2 7/29/2022
Municipal Employees' Retirement System of Michigan 2022 Q2 7/29/2022
Nalanda India Equity Fund Ltd 2022 Q2 7/29/2022
Cross Staff Investments Inc 2022 Q2 7/29/2022
Nalanda India Fund LTD 2022 Q2 7/29/2022
Raine Capital LLC 2021 Q2 - NEW HOLDINGS 7/29/2022
National Mutual Insurance Federation of Agricultural Cooperatives 2022 Q2 7/29/2022
Close Asset Management Ltd 2022 Q2 7/29/2022
OLD POINT TRUST & FINANCIAL SERVICES N A 2022 Q2 7/29/2022
Raine Capital LLC 2021 Q3 - NEW HOLDINGS 7/29/2022
Wealth Architects, LLC 2022 Q2 7/29/2022
Raine Capital LLC 2021 Q4 - NEW HOLDINGS 7/29/2022
Raine Capital LLC 2022 Q1 - NEW HOLDINGS 7/29/2022
TriaGen Wealth Management LLC 2022 Q2 7/29/2022
Callahan Advisors, LLC 2022 Q2 7/29/2022
Yorktown Management & Research Co Inc 2022 Q2 7/29/2022
Crossmark Global Holdings, Inc. 2022 Q2 7/29/2022
Walker Asset Management, LLC 2022 Q2 - RESTATEMENT 7/29/2022
Myriad Asset Management US LP 2022 Q2 7/29/2022
PERKINS CAPITAL MANAGEMENT INC 2022 Q2 7/29/2022
PINNACLE FINANCIAL PARTNERS INC 2022 Q2 7/29/2022
HGK ASSET MANAGEMENT INC 2022 Q2 7/29/2022
Burt Wealth Advisors 2022 Q2 7/29/2022
LFA - Lugano Financial Advisors SA 2022 Q2 7/29/2022
Total Clarity Wealth Management, Inc. 2022 Q2 7/29/2022
MIZUHO MARKETS AMERICAS LLC 2022 Q2 7/29/2022
Opus Capital Group, LLC 2022 Q2 7/29/2022
BetterWealth, LLC 2022 Q2 7/28/2022
TPG Financial Advisors, LLC 2022 Q2 - RESTATEMENT 7/28/2022
Kestra Advisory Services, LLC 2020 Q3 - RESTATEMENT 7/28/2022
Austin Private Wealth, LLC 2022 Q2 7/28/2022
Sunburst Financial Group, LLC 2022 Q2 7/28/2022
TPG Financial Advisors, LLC 2022 Q1 - RESTATEMENT 7/28/2022
Avitas Wealth Management LLC 2022 Q2 7/28/2022
Spectrum Wealth Advisory Group, LLC 2022 Q2 7/28/2022
SeaBridge Investment Advisors LLC 2022 Q2 7/28/2022
AF Advisors, Inc. 2022 Q2 7/28/2022
Truxt Investmentos Ltda. 2022 Q2 7/28/2022
GoalFusion Wealth Management, LLC 2022 Q2 7/28/2022
Keeler Thomas Management LLC 2022 Q2 7/28/2022
Gruss & Co., LLC 2022 Q2 7/28/2022
Newport Capital Group, LLC 2022 Q2 7/28/2022
Peak Financial Management, Inc. 2022 Q2 7/28/2022
Gratus Capital LLC 2022 Q2 7/28/2022
PARTHENON LLC 2022 Q2 7/28/2022
Ashfield Capital Partners, LLC 2022 Q2 7/28/2022
TPG Financial Advisors, LLC 2021 Q4 - RESTATEMENT 7/28/2022
Beck Bode, LLC 2022 Q2 7/28/2022
TPG Financial Advisors, LLC 2021 Q3 - RESTATEMENT 7/28/2022
TPG Financial Advisors, LLC 2021 Q2 - RESTATEMENT 7/28/2022
TPG Financial Advisors, LLC 2021 Q1 - RESTATEMENT 7/28/2022
WestHill Financial Advisors, Inc. 2022 Q2 7/28/2022
TPG Financial Advisors, LLC 2020 Q4 - RESTATEMENT 7/28/2022
RETIREMENT CAPITAL STRATEGIES 2022 Q2 7/28/2022
TPG Financial Advisors, LLC 2020 Q3 - RESTATEMENT 7/28/2022
Kearns & Associates LLC 2022 Q2 7/28/2022
Schwab Charitable Fund 2022 Q2 7/28/2022
Guild Investment Management, Inc. 2022 Q2 7/28/2022
Client First Capital LLC 2022 Q2 7/28/2022
Ironwood Financial, llc 2022 Q2 7/28/2022
TI-TRUST, INC 2022 Q2 7/28/2022
Grove Bank & Trust 2022 Q2 7/29/2022
Asset Management One Co., Ltd. 2022 Q2 7/29/2022
Russell Investments Group, Ltd. 2022 Q2 7/29/2022
BAKER TILLY WEALTH MANAGEMENT, LLC 2022 Q2 7/28/2022
CLARIS ADVISORS, LLC / MO / 2022 Q2 7/28/2022
Exchange Capital Management, Inc. 2022 Q2 7/28/2022