Latest 13F Filings

Since 4/1/2025

Manager Period Date Filed
PUBLIC SECTOR PENSION INVESTMENT BOARD 2025 Q1 5/12/2025
Kohmann Bosshard Financial Services, LLC 2025 Q1 5/12/2025
EAGLE GLOBAL ADVISORS LLC 2025 Q1 5/12/2025
TODD ASSET MANAGEMENT LLC 2025 Q1 5/12/2025
PCG ASSET MANAGEMENT, LLC 2025 Q1 5/12/2025
AIA Group Ltd 2025 Q1 5/12/2025
Tranquilli Financial Advisor LLC 2025 Q1 5/12/2025
MAINSAIL ASSET MANAGEMENT, LLC 2025 Q1 5/12/2025
Financial Engines Advisors L.L.C. 2025 Q1 5/12/2025
Sozo Ventures GP II, L.P. 2025 Q1 5/12/2025
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2025 Q1 5/12/2025
Cypress Capital Group 2025 Q1 5/12/2025
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2025 Q1 5/12/2025
MANAGED ASSET PORTFOLIOS, LLC 2025 Q1 5/12/2025
Prestige Wealth Management Group LLC 2025 Q1 5/12/2025
Campbell Deegan Wealth Management, LLC 2025 Q1 5/12/2025
INGALLS & SNYDER LLC 2025 Q1 5/12/2025
OAK HARBOR WEALTH PARTNERS, LLC 2025 Q1 5/12/2025
Waterloo Capital, L.P. 2025 Q1 5/12/2025
PineStone Asset Management Inc. 2025 Q1 5/12/2025
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2025 Q1 5/12/2025
Sculati Wealth Management, LLC 2025 Q1 5/12/2025
Bill Few Associates, Inc. 2025 Q1 5/12/2025
ROBINSON SMITH WEALTH ADVISORS LLC 2025 Q1 - RESTATEMENT 5/12/2025
Zeno Equity Partners LLP 2025 Q1 5/12/2025
GARDNER LEWIS ASSET MANAGEMENT L P 2025 Q1 5/12/2025
KEATING INVESTMENT COUNSELORS INC 2025 Q1 5/12/2025
INSIGHT 2811, INC. 2025 Q1 5/12/2025
Talos Asset Management LP 2025 Q1 5/12/2025
Brightwater Advisory LLC 2025 Q1 - RESTATEMENT 5/12/2025
Guinness Atkinson Asset Management Inc 2025 Q1 5/12/2025
Nordwand Advisors, LLC 2025 Q1 5/12/2025
BOSTON RESEARCH & MANAGEMENT INC 2025 Q1 5/12/2025
Bay Harbor Wealth Management, LLC 2025 Q1 5/12/2025
PEAPACK GLADSTONE FINANCIAL CORP 2025 Q1 5/12/2025
Saratoga Research & Investment Management 2025 Q1 5/12/2025
Clarity Wealth Development LLC 2025 Q1 5/12/2025
Brightwater Advisory LLC 2025 Q1 5/12/2025
ODDO BHF ASSET MANAGEMENT SAS 2025 Q1 5/12/2025
First International Bank & Trust 2025 Q1 5/12/2025
Certares Management LLC 2025 Q1 5/12/2025
Wealth Architects, LLC 2025 Q1 5/12/2025
KANE INVESTMENT MANAGEMENT, INC. 2025 Q1 5/12/2025
Richard W. Paul & Associates, LLC 2025 Q1 5/12/2025
O'Neil Global Advisors, Inc. 2025 Q1 5/12/2025
Mizuho Markets Cayman LP 2025 Q1 5/12/2025
Horrell Capital Management, Inc. 2025 Q1 5/12/2025
MIZUHO MARKETS AMERICAS LLC 2025 Q1 5/12/2025
ROBINSON SMITH WEALTH ADVISORS LLC 2025 Q1 5/12/2025
BASSO CAPITAL MANAGEMENT, L.P. 2025 Q1 5/12/2025
Global Alpha Capital Management Ltd. 2025 Q1 5/12/2025
INVESCO SENIOR SECURED MANAGEMENT INC /ADV 2025 Q1 5/12/2025
MIZUHO SECURITIES USA LLC 2025 Q1 5/12/2025
PINNBROOK CAPITAL MANAGEMENT LP 2025 Q1 5/12/2025
PURA VIDA INVESTMENTS, LLC 2025 Q1 5/12/2025
Parkwoods Wealth Partners, LLC 2025 Q1 5/12/2025
LIBERTY WEALTH MANAGEMENT LLC 2025 Q1 - RESTATEMENT 5/12/2025
Providence First Trust Co 2025 Q1 5/12/2025
Reynders McVeigh Capital Management, LLC 2025 Q1 5/12/2025
Quantinno Capital Management LP 2025 Q1 5/12/2025
Grey Rock Energy Management, LLC 2025 Q1 5/12/2025
Spurstone Advisory Services, LLC 2025 Q1 5/12/2025
Horan Securities, Inc. 2025 Q1 5/12/2025
CFS Investment Advisory Services, LLC 2025 Q1 5/12/2025
Brown Financial Advisors 2025 Q1 5/12/2025
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2025 Q1 5/12/2025
First Eagle Investment Management, LLC 2025 Q1 5/12/2025
Owen LaRue, LLC 2025 Q1 5/12/2025
LATHROP INVESTMENT MANAGEMENT CO 2025 Q1 5/12/2025
Americana Partners, LLC 2025 Q1 5/12/2025
Spark Investment Management LLC 2025 Q1 5/12/2025
Davis Asset Management, L.P. 2025 Q1 5/12/2025
Act Two Investors LLC 2025 Q1 5/12/2025
Eagle Health Investments LP 2025 Q1 5/12/2025
QTR Family Wealth, LLC 2025 Q1 5/12/2025
Cahill Wealth Management, LLC 2025 Q1 5/12/2025
Ameritas Investment Partners, Inc. 2025 Q1 5/12/2025
Wilmar Advisors LLC 2025 Q1 5/12/2025
Whitebark Investors LP 2025 Q1 5/12/2025
Sandy Cove Advisors, LLC 2025 Q1 5/12/2025
ATLAS CAPITAL ADVISORS INC. 2025 Q1 5/12/2025
Berger Financial Group, Inc 2025 Q1 5/12/2025
Florin Court Capital LLP 2025 Q1 5/12/2025
Pandora Wealth, Inc. 2025 Q1 5/12/2025
FIDUCIARY FAMILY OFFICE, LLC 2025 Q1 5/12/2025
SIERRA SUMMIT ADVISORS LLC 2025 Q1 5/12/2025
STONEBRIDGE CAPITAL MANAGEMENT INC 2025 Q1 5/12/2025
Taylor Financial Group, Inc. 2025 Q1 5/12/2025
True North Advisors, LLC 2025 Q1 5/12/2025
JFG Wealth Management, LLC 2025 Q1 5/12/2025
TLS Advisors LLC 2025 Q1 5/12/2025
Johnson Financial Group, LLC 2025 Q1 5/12/2025
Manhattan West Asset Management, LLC 2025 Q1 5/12/2025
BENJAMIN EDWARDS INC 2025 Q1 5/12/2025
Helikon Investments Ltd 2025 Q1 5/12/2025
NWK Group, Inc. 2025 Q1 5/12/2025
Capco Asset Management, LLC 2025 Q1 5/12/2025
GC Wealth Management RIA, LLC 2025 Q1 5/12/2025
HUTCHINSON CAPITAL MANAGEMENT/CA 2025 Q1 5/12/2025
Nekton Capital Ltd. 2025 Q1 5/12/2025