Latest 13F Filings

Since 7/1/2025

Manager Period Date Filed
Vanguard Capital Wealth Advisors 2025 Q2 7/11/2025
Annex Advisory Services, LLC 2025 Q2 7/11/2025
Wealth Management Partners, LLC 2025 Q2 7/11/2025
Skyline Advisors, Inc. 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2023 Q3 7/11/2025
Prosperity Planning, Inc. 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2023 Q2 7/11/2025
ARTHUR M. COHEN & ASSOCIATES, LLC 2025 Q2 7/11/2025
Bond & Devick Financial Network, Inc. 2025 Q2 7/11/2025
Walter Public Investments Inc. 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2023 Q1 7/11/2025
Congress Park Capital LLC 2025 Q2 7/11/2025
Arrow Investment Advisors, LLC 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2022 Q4 7/11/2025
Quantum Financial Advisors, LLC 2025 Q2 7/11/2025
MITCHELL & PAHL PRIVATE WEALTH, LLC 2025 Q2 7/11/2025
Trinity Wealth Management, LLC 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2022 Q3 7/11/2025
Profit Investment Management, LLC 2025 Q2 7/11/2025
Sprinkle Financial Consultants LLC 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2022 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2022 Q1 7/11/2025
RENAISSANCERE HOLDINGS LTD 2021 Q4 7/11/2025
RENAISSANCERE HOLDINGS LTD 2021 Q3 7/11/2025
RENAISSANCERE HOLDINGS LTD 2021 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2021 Q1 7/11/2025
RENAISSANCERE HOLDINGS LTD 2020 Q4 7/11/2025
Coastwise Capital Group, LLC 2025 Q2 7/11/2025
BTC Capital Management, Inc. 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2020 Q3 7/11/2025
ORRSTOWN FINANCIAL SERVICES INC 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2020 Q2 7/11/2025
Williams Financial, LLC 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2020 Q1 7/11/2025
Abacus FCF Advisors LLC 2025 Q2 7/11/2025
Cisco Systems, Inc. 2025 Q1 - RESTATEMENT 7/11/2025
Grant Private Wealth Management Inc 2025 Q2 7/11/2025
RENAISSANCERE HOLDINGS LTD 2019 Q4 7/11/2025
Ridgeline Wealth, LLC 2025 Q2 7/11/2025
SCRATCH CAPITAL LLC 2025 Q2 7/11/2025
Meriwether Wealth & Planning, LLC 2025 Q2 7/11/2025
HILLTOP WEALTH ADVISORS, LLC 2025 Q2 7/11/2025
First PREMIER Bank 2025 Q2 7/11/2025
TTP Investments, Inc. 2025 Q2 7/11/2025
Fruth Investment Management 2025 Q2 7/11/2025
Kure Advisory, LLC 2025 Q2 7/11/2025
Physician Wealth Solutions Inc. 2025 Q2 7/11/2025
Mallini Complete Financial Planning LLC 2025 Q2 7/11/2025
Capital Advantage, Inc. 2025 Q2 7/11/2025
Kaufman Rossin Wealth, LLC 2025 Q2 7/11/2025
Cardinal Capital Management, Inc. 2025 Q2 7/11/2025
Deane Retirement Strategies, Inc. 2025 Q2 7/11/2025
Quadratic Capital Management LLC 2025 Q2 7/11/2025
Farther Finance Advisors, LLC 2025 Q2 7/11/2025
WEDGE CAPITAL MANAGEMENT L L P/NC 2025 Q2 7/11/2025
Great Waters Wealth Management 2025 Q2 7/11/2025
VANTAGE WEALTH 2025 Q2 7/11/2025
KCK LTD. 2025 Q1 7/11/2025
Busey Bank 2025 Q2 7/11/2025
SILVER OAK SECURITIES, INCORPORATED 2025 Q2 7/11/2025
WEATHERLY ASSET MANAGEMENT L. P. 2025 Q2 7/11/2025
WealthBridge Investment Counsel Inc. 2025 Q2 7/11/2025
Westwind Capital 2025 Q2 7/11/2025
Kaydan Wealth Management, Inc. 2025 Q2 7/11/2025
Walker Financial Services, Inc. 2025 Q2 7/11/2025
CX Institutional 2025 Q2 7/11/2025
Harbour Capital Advisors, LLC 2025 Q2 7/11/2025
Windsor Capital Management, LLC 2025 Q2 7/11/2025
Genesis Investment Management, LLP 2025 Q2 7/11/2025
UMB Bank, n.a. 2025 Q2 - RESTATEMENT 7/11/2025
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 2025 Q2 7/11/2025
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2025 Q2 7/11/2025
ADIRONDACK TRUST CO 2025 Q2 7/11/2025
MYECFO, LLC 2025 Q2 7/11/2025
BUTENSKY & COHEN FINANCIAL SECURITY, INC 2025 Q2 7/11/2025
William Howard & Co Financial Advisors Inc 2025 Q2 7/11/2025
BDF-GESTION 2025 Q2 7/11/2025
PROFESSIONAL ADVISORY SERVICES INC 2025 Q2 7/11/2025
CMH Wealth Management LLC 2025 Q2 7/11/2025
MARSHALL & SULLIVAN INC /WA/ 2025 Q2 7/11/2025
Pinnacle Bancorp, Inc. 2025 Q2 7/11/2025
WRIGHT INVESTORS SERVICE INC 2025 Q2 7/11/2025
Eagle Bay Advisors LLC 2025 Q2 7/11/2025
SHELTON WEALTH MANAGEMENT, LLC 2025 Q2 7/11/2025
WEYBOSSET RESEARCH & MANAGEMENT LLC 2025 Q2 7/11/2025
CALDWELL SUTTER CAPITAL, INC. 2025 Q2 7/11/2025
Bridge Creek Capital Management LLC 2025 Q2 7/11/2025
Baker Chad R 2025 Q2 7/11/2025
My Legacy Advisors, LLC 2025 Q2 7/11/2025
Addis & Hill, Inc 2025 Q2 7/11/2025
Lantz Financial LLC 2025 Q2 7/11/2025
Brendel Financial Advisors LLC 2025 Q2 7/11/2025
VIKING FUND MANAGEMENT LLC 2025 Q2 7/11/2025
SPRING CAPITAL MANAGEMENT, LLC 2025 Q2 7/11/2025
LongView Wealth Management 2025 Q2 7/11/2025
Global X Japan Co., Ltd. 2025 Q2 7/11/2025
AA Financial Advisors, LLC 2025 Q2 7/11/2025
Rockwood Wealth Management, LLC 2025 Q2 7/11/2025
Financial Advisory Corp 2025 Q2 7/11/2025
Thomasville National Bank 2025 Q2 7/11/2025