Latest 13F Filings

Since 4/1/2024

Manager Period Date Filed
JBR Co Financial Management Inc 2023 Q4 4/18/2024
Monument Capital Management 2024 Q1 4/18/2024
KILEY JUERGENS WEALTH MANAGEMENT, LLC 2024 Q1 4/18/2024
Sivia Capital Partners, LLC 2024 Q1 4/18/2024
STAPP WEALTH MANAGEMENT, PLLC 2024 Q1 4/18/2024
Sloy Dahl & Holst, LLC 2024 Q1 4/18/2024
CARRET ASSET MANAGEMENT, LLC 2024 Q1 4/18/2024
Riverwater Partners LLC 2024 Q1 4/18/2024
Altiora Financial Group, LLC 2024 Q1 4/18/2024
Maple-Brown Abbott Ltd 2024 Q1 4/18/2024
WEATHERLY ASSET MANAGEMENT L. P. 2024 Q1 4/18/2024
Iyo Bank, Ltd. 2024 Q1 4/18/2024
IAMS WEALTH MANAGEMENT, LLC 2024 Q1 4/18/2024
tru Independence LLC 2024 Q1 4/18/2024
CAPSTONE CAPITAL LLC 2024 Q1 4/18/2024
Spectrum Wealth Advisory Group, LLC 2024 Q1 4/18/2024
Leonard Rickey Investment Advisors P.L.L.C. 2024 Q1 4/18/2024
FARMERS & MERCHANTS INVESTMENTS INC 2024 Q1 4/18/2024
CULLINAN ASSOCIATES INC 2024 Q1 4/18/2024
AMERICAN ASSET MANAGEMENT INC. 2024 Q1 4/18/2024
Exchange Capital Management, Inc. 2024 Q1 4/18/2024
Synergy Asset Management, LLC 2024 Q1 4/18/2024
Narus Financial Partners, LLC 2024 Q1 4/18/2024
DEEPWATER ASSET MANAGEMENT, LLC 2024 Q1 4/18/2024
Westhampton Capital, LLC 2024 Q1 4/18/2024
Eagle Capital Management, LLC 2024 Q1 4/18/2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2024 Q1 4/18/2024
Tributary Capital Management, LLC 2024 Q1 4/18/2024
Stordahl Capital Management, Inc. 2024 Q1 4/18/2024
COLTON GROOME FINANCIAL ADVISORS, LLC 2024 Q1 4/18/2024
STEWART & PATTEN CO LLC 2024 Q1 4/18/2024
Steele Capital Management, Inc. 2024 Q1 4/18/2024
WESPAC Advisors SoCal, LLC 2024 Q1 4/18/2024
Bridgewealth Advisory Group, LLC 2024 Q1 4/18/2024
AlphaMark Advisors, LLC 2024 Q1 4/18/2024
Fidato Wealth LLC 2024 Q1 4/18/2024
PANORAMIC INVESTMENT ADVISORS, LLC 2024 Q1 4/18/2024
Main Line Retirement Advisors, LLC 2024 Q1 4/18/2024
Edmonds Duncan Registered Investment Advisors, LLC 2024 Q1 4/18/2024
Raub Brock Capital Management LP 2024 Q1 4/18/2024
Allspring Global Investments Holdings, LLC 2024 Q1 4/18/2024
Sharkey, Howes & Javer 2024 Q1 4/18/2024
Dash Acquisitions Inc. 2024 Q1 4/18/2024
Capital Advisors, Ltd. LLC 2024 Q1 4/18/2024
TOEWS CORP /ADV 2024 Q1 4/18/2024
Applied Capital LLC/FL 2024 Q1 4/18/2024
WOODMONT INVESTMENT COUNSEL LLC 2024 Q1 4/18/2024
Financial Strategies Group, Inc. 2024 Q1 4/18/2024
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2024 Q1 4/18/2024
QUATTRO FINANCIAL ADVISORS LLC 2024 Q1 4/18/2024
Financial Security Advisor, Inc. 2024 Q1 4/18/2024
STATE OF MICHIGAN RETIREMENT SYSTEM 2024 Q1 4/18/2024
Eagle Ridge Investment Management 2024 Q1 4/18/2024
Buffington Mohr McNeal 2024 Q1 4/18/2024
Penbrook Management LLC 2024 Q1 4/18/2024
MV CAPITAL MANAGEMENT, INC. 2024 Q1 4/18/2024
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2024 Q1 4/18/2024
InTrack Investment Management Inc 2024 Q1 4/18/2024
Nationwide Fund Advisors 2024 Q1 4/18/2024
Dixon Mitchell Investment Counsel Inc. 2024 Q1 4/18/2024
Refined Wealth Management 2024 Q1 4/18/2024
Nvest Financial, LLC 2024 Q1 4/18/2024
West Oak Capital, LLC 2024 Q1 4/18/2024
Measured Wealth Private Client Group, LLC 2024 Q1 4/18/2024
CAP Partners, LLC 2024 Q1 4/18/2024
Shira Ridge Wealth Management 2024 Q1 4/18/2024
Verum Partners LLC 2024 Q1 4/18/2024
UDINE WEALTH MANAGEMENT, INC. 2024 Q1 4/18/2024
Total Wealth Planning, LLC 2024 Q1 4/18/2024
Integrity Wealth Solutions LLC 2024 Q1 4/18/2024
Tower Wealth Partners, Inc. 2024 Q1 4/18/2024
PLIMOTH TRUST CO LLC 2024 Q1 4/18/2024
SILVERLAKE WEALTH MANAGEMENT LLC 2024 Q1 4/18/2024
Summit Investment Advisory Services, LLC 2024 Q1 4/18/2024
MBM Wealth Consultants, LLC 2024 Q1 4/18/2024
SeaCrest Wealth Management, LLC 2024 Q1 4/18/2024
SAXON INTERESTS, INC. 2024 Q1 4/18/2024
Helikon Investments Ltd 2024 Q1 4/18/2024
Requisite Capital Management, LLC 2024 Q1 4/18/2024
WASATCH ADVISORS LP 2024 Q1 4/18/2024
Compton Financial Group, LLC 2024 Q1 4/18/2024
Oxinas Partners Wealth Management LLC 2024 Q1 4/18/2024
Naviter Wealth, LLC 2024 Q1 4/18/2024
MYECFO, LLC 2024 Q1 4/18/2024
MORRIS FINANCIAL CONCEPTS, INC. 2024 Q1 4/18/2024
Miracle Mile Advisors, LLC 2024 Q1 4/18/2024
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2024 Q1 4/18/2024
Chico Wealth RIA 2024 Q1 4/18/2024
Hubbell Strickland Wealth Management, LLC 2024 Q1 4/18/2024
MGO Private Wealth, LLC 2024 Q1 4/18/2024
Cobblestone Asset Management LLC 2024 Q1 4/18/2024
LifeGuide Financial Advisors, LLC 2024 Q1 4/18/2024
Echo45 Advisors LLC 2024 Q1 4/18/2024
LITTLE HOUSE CAPITAL LLC 2024 Q1 4/18/2024
O'Brien Wealth Partners LLC 2024 Q1 4/18/2024
Kowal Investment Group, LLC 2024 Q1 4/18/2024
Sowa Financial Group, Inc. 2024 Q1 4/18/2024
Horizon Wealth Management, LLC 2024 Q1 4/18/2024
Hi-Line Capital Management, LLC 2024 Q1 4/18/2024
FINANCIAL LIFE ADVISORS 2024 Q1 4/18/2024