Latest 13F Filings

Since 4/1/2025

Manager Period Date Filed
WealthPLAN Partners, LLC 2025 Q1 5/12/2025
Accuvest Global Advisors 2025 Q1 5/12/2025
Ironwood Investment Counsel, LLC 2025 Q1 5/12/2025
WBH ADVISORY INC 2025 Q1 5/12/2025
Groupe Bruxelles Lambert 2025 Q1 5/8/2025
BARD ASSOCIATES INC 2025 Q1 5/12/2025
American Alpha Advisors, LLC 2025 Q1 5/12/2025
Astor Investment Management LLC 2025 Q1 5/12/2025
Harvest Investment Advisors, LLC 2025 Q1 5/12/2025
ZEVENBERGEN CAPITAL INVESTMENTS LLC 2025 Q1 5/12/2025
Avos Capital Management, LLC 2025 Q1 5/12/2025
Hackensack Meridian Health, Inc. 2025 Q1 5/12/2025
THOMAS H LEE PARTNERS LP 2025 Q1 5/12/2025
Virtu Financial LLC 2025 Q1 5/12/2025
MMCAP International Inc. SPC 2025 Q1 5/12/2025
Rovida Investment Management Ltd 2025 Q1 5/12/2025
Entropy Technologies, LP 2025 Q1 5/12/2025
MSA Advisors, LLC 2025 Q1 5/12/2025
Rovida Advisors Inc. 2025 Q1 5/12/2025
Bare Financial Services, Inc 2025 Q1 5/12/2025
Smart Money Group LLC 2025 Q1 - RESTATEMENT 5/12/2025
WORLDLY PARTNERS MANAGEMENT, LLC 2025 Q1 5/12/2025
RENAISSANCERE HOLDINGS LTD 2025 Q1 5/12/2025
REVOLUTION GROWTH MANAGEMENT COMPANY, INC. 2025 Q1 5/12/2025
White Lighthouse Investment Management Inc. 2025 Q1 5/12/2025
NVP ASSOCIATES, LLC 2025 Q1 5/12/2025
Covington Investment Advisors Inc. 2025 Q1 5/12/2025
ALTOS VENTURES MANAGEMENT, INC. 2025 Q1 5/12/2025
POLEN CAPITAL MANAGEMENT LLC 2025 Q1 5/12/2025
Alta Partners Management Company, L.P. 2025 Q1 5/12/2025
Invesco Ltd. 2025 Q1 5/12/2025
Athena Investment Management 2025 Q1 5/12/2025
Valence8 US LP 2025 Q1 5/12/2025
Clean Energy Transition LLP 2025 Q1 5/12/2025
First American Financial Corp 2025 Q1 5/12/2025
FIRST AMERICAN TRUST, FSB 2025 Q1 5/12/2025
Alta Fundamental Advisers LLC 2025 Q1 5/12/2025
SouthState Corp 2025 Q1 5/12/2025
Northeast Financial Group, Inc. 2025 Q1 5/12/2025
CCM INVESTMENT GROUP, LLC 2025 Q1 5/12/2025
Barnett & Company, Inc. 2025 Q1 5/12/2025
Burkehill Global Management, LP 2025 Q1 5/12/2025
Shengqi Capital (Hong Kong) Ltd 2025 Q1 5/12/2025
DONALD SMITH & CO., INC. 2025 Q1 5/12/2025
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2025 Q1 5/12/2025
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2025 Q1 5/12/2025
Nuveen, LLC 2025 Q1 5/12/2025
Aigen Investment Management, LP 2025 Q1 5/12/2025
VISA FOUNDATION 2025 Q1 5/12/2025
Scissortail Wealth Management, LLC 2025 Q1 5/12/2025
Campion Asset Management 2025 Q1 5/12/2025
WHITE MOUNTAINS INSURANCE GROUP LTD 2025 Q1 5/12/2025
ADVENT CAPITAL MANAGEMENT /DE/ 2025 Q1 5/12/2025
Cooper Financial Group 2025 Q1 5/12/2025
Empower Annuity Insurance Co 2025 Q1 5/12/2025
Aveo Capital Partners, LLC 2025 Q1 5/12/2025
Coronation Fund Managers Ltd. 2025 Q1 5/12/2025
Virtus Family Office LLC 2025 Q1 5/12/2025
Bornite Capital Management LP 2025 Q1 5/12/2025
Strengthening Families & Communities, LLC 2025 Q1 5/12/2025
Vesa Equity Investment S.a r.l. 2025 Q1 5/12/2025
KING LUTHER CAPITAL MANAGEMENT CORP 2025 Q1 5/12/2025
Blueprint Investment Partners LLC 2025 Q1 5/12/2025
AFBI LP 2025 Q1 5/12/2025
Atlas Merchant Capital LLC 2025 Q1 5/12/2025
Biltmore Family Office, LLC 2025 Q1 5/12/2025
Magellan Asset Management Ltd 2025 Q1 5/12/2025
Dalton Investments, Inc. 2025 Q1 5/12/2025
WP Advisors, LLC 2025 Q1 5/12/2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2025 Q1 5/12/2025
Motley Fool Asset Management LLC 2025 Q1 5/12/2025
Blueprint Financial Advisors LLC 2025 Q1 5/12/2025
Ballast, Inc. 2025 Q1 5/12/2025
Houlihan Financial Resource Group, Ltd. 2025 Q1 5/12/2025
Meridian Wealth Management, LLC 2025 Q1 5/12/2025
Operose Advisors LLC 2025 Q1 5/12/2025
Maia Wealth LLC 2025 Q1 5/12/2025
Motley Fool Wealth Management, LLC 2025 Q1 5/12/2025
Sandy Spring Bank 2025 Q1 5/12/2025
Independent Advisor Alliance 2025 Q1 5/12/2025
STALEY CAPITAL ADVISERS INC 2025 Q1 5/12/2025
Shade Tree Advisors LLC 2025 Q1 5/12/2025
Paulson Wealth Management Inc. 2025 Q1 5/12/2025
QVIDTVM Management LLC 2025 Q1 5/12/2025
Cove Private Wealth, LLC 2025 Q1 5/12/2025
Linscomb Wealth, Inc. 2025 Q1 5/12/2025
GLOBEFLEX CAPITAL L P 2025 Q1 5/12/2025
Aft, Forsyth & Sober, LLC 2025 Q1 5/12/2025
ROSENBLUM SILVERMAN SUTTON S F INC /CA 2025 Q1 5/12/2025
SIMPLEX TRADING, LLC 2025 Q1 5/12/2025
AFT, FORSYTH & COMPANY, INC. 2025 Q1 5/12/2025
OSAIC HOLDINGS, INC. 2025 Q1 5/12/2025
DILLON & ASSOCIATES INC 2025 Q1 5/12/2025
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2025 Q1 5/12/2025
Knott David M Jr 2025 Q1 5/12/2025
Capital Planning Advisors, LLC 2025 Q1 5/12/2025
AGF MANAGEMENT LTD 2025 Q1 5/12/2025
Mustard Seed Financial, LLC 2025 Q1 5/12/2025
Gouws Capital LLC 2025 Q1 5/12/2025
Trust Asset Management LLC 2025 Q1 5/12/2025