Latest 13F Filings

Since 1/1/2024

Manager Period Date Filed
Quarry LP 2023 Q4 - RESTATEMENT 2/20/2024
Taylor Financial Group, Inc. 2023 Q4 2/20/2024
READYSTATE ASSET MANAGEMENT LP 2023 Q4 - RESTATEMENT 2/20/2024
EVENTIDE ASSET MANAGEMENT, LLC 2023 Q4 - RESTATEMENT 2/20/2024
MSD Partners, L.P. 2023 Q4 - NEW HOLDINGS 2/20/2024
Clarity Capital Partners LLC 2023 Q4 2/20/2024
Vancity Investment Management Ltd 2023 Q4 2/20/2024
POLEN CAPITAL MANAGEMENT LLC 2023 Q4 - RESTATEMENT 2/20/2024
GLOBALT Investments LLC / GA 2023 Q4 2/20/2024
Able Wealth Management LLC 2023 Q4 2/20/2024
Cable Car Capital LLC 2023 Q4 - RESTATEMENT 2/20/2024
Hiddenite Capital Partners LP 2023 Q4 2/20/2024
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2023 Q4 2/20/2024
Wellington Wealth Strategies, LLC. 2023 Q4 2/20/2024
NEPC LLC 2023 Q4 2/20/2024
VOISARD ASSET MANAGEMENT GROUP, INC. 2023 Q4 2/20/2024
Covenant Partners, LLC 2023 Q4 2/20/2024
Sunpointe, LLC 2023 Q4 2/20/2024
Kampmann Melissa S. 2023 Q3 - RESTATEMENT 2/20/2024
Pacific Center for Financial Services 2023 Q4 2/20/2024
Prospect Financial Services LLC 2023 Q4 2/20/2024
Spinnaker Capital LTD 2023 Q4 2/20/2024
Aurora Investment Counsel 2023 Q4 2/20/2024
PRICE T ROWE ASSOCIATES INC /MD/ 2023 Q4 - RESTATEMENT 2/16/2024
WESBANCO BANK INC 2023 Q4 2/16/2024
Context Capital Management, LLC 2023 Q4 - RESTATEMENT 2/16/2024
Spouting Rock Asset Management, LLC 2023 Q4 2/16/2024
FACT Capital, LP 2023 Q4 - RESTATEMENT 2/16/2024
GE INVESTMENT MANAGEMENT CORP. 2023 Q4 - NEW HOLDINGS 2/16/2024
ARES MANAGEMENT LLC 2023 Q3 - NEW HOLDINGS 2/16/2024
Francisco Partners Management, LP 2023 Q4 2/16/2024
ARES MANAGEMENT LLC 2023 Q2 - NEW HOLDINGS 2/16/2024
ARES MANAGEMENT LLC 2023 Q1 - NEW HOLDINGS 2/16/2024
SageView Advisory Group, LLC 2023 Q4 - RESTATEMENT 2/16/2024
WINSLOW ASSET MANAGEMENT INC 2023 Q4 2/16/2024
Global Assets Advisory, LLC 2023 Q4 - RESTATEMENT 2/16/2024
Peloton Wealth Strategists 2023 Q4 - RESTATEMENT 2/16/2024
D L CARLSON INVESTMENT GROUP INC 2023 Q4 2/16/2024
VIMA LLC 2023 Q4 2/16/2024
Hobbs Group Advisors, LLC 2023 Q4 2/16/2024
Burford Brothers, Inc. 2023 Q4 2/16/2024
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q4 - RESTATEMENT 2/16/2024
DRW Securities, LLC 2023 Q4 2/16/2024
MainStreet Investment Advisors LLC 2023 Q2 - RESTATEMENT 2/16/2024
CHILDRESS CAPITAL ADVISORS, LLC 2023 Q4 2/16/2024
CMG Global Holdings, LLC 2023 Q4 2/16/2024
Trail Ridge Investment Advisors, LLC 2023 Q4 2/16/2024
Scion Asset Management, LLC 2023 Q4 - RESTATEMENT 2/16/2024
Governors Lane LP 2023 Q4 - NEW HOLDINGS 2/16/2024
Mithaq Capital SPC 2023 Q4 - RESTATEMENT 2/16/2024
SECURED RETIREMENT ADVISORS, LLC 2023 Q4 2/16/2024
Sanibel Captiva Trust Company, Inc. 2023 Q4 2/16/2024
Contour Asset Management LLC 2023 Q4 - RESTATEMENT 2/16/2024
Madison Avenue Partners, LP 2023 Q4 2/16/2024
BLUEFIN CAPITAL MANAGEMENT, LLC 2023 Q4 2/16/2024
Contour Asset Management LLC 2023 Q4 - RESTATEMENT 2/16/2024
HARBOUR INVESTMENTS, INC. 2023 Q4 2/16/2024
OARSMAN CAPITAL, INC. 2023 Q4 2/16/2024
GSA CAPITAL PARTNERS LLP 2023 Q4 2/16/2024
MainStreet Investment Advisors LLC 2023 Q3 - RESTATEMENT 2/16/2024
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2023 Q4 2/15/2024
United Advisor Group, LLC 2023 Q4 2/15/2024
Optimist Retirement Group LLC 2023 Q4 2/15/2024
STUDIO INVESTMENT MANAGEMENT LLC 2023 Q4 2/15/2024
Aspect Partners, LLC 2023 Q4 2/15/2024
Wealthquest Corp 2023 Q4 2/15/2024
Clarity Asset Management, Inc. 2023 Q4 2/15/2024
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2023 Q4 2/15/2024
SECURITY NATIONAL BANK OF SO DAK 2023 Q4 2/15/2024
CIM INVESTMENT MANAGEMENT INC 2023 Q4 2/15/2024
O'Dell Group, LLC 2023 Q4 2/15/2024
PCA Investment Advisory Services Inc. 2023 Q4 2/15/2024
Westshore Wealth, LLC 2023 Q4 2/15/2024
Westshore Wealth, LLC 2023 Q3 2/15/2024
Employees Retirement System of Texas 2023 Q4 2/15/2024
CHARTWELL INVESTMENT PARTNERS, LLC 2023 Q4 2/15/2024
Twenty Acre Capital LP 2023 Q4 - RESTATEMENT 2/15/2024
Financial Gravity Asset Management, Inc. 2023 Q4 2/15/2024
Nantahala Capital Management, LLC 2023 Q4 - NEW HOLDINGS 2/15/2024
Partners Group Holding AG 2023 Q4 - NEW HOLDINGS 2/15/2024
High Falls Advisors, Inc 2023 Q4 2/15/2024
Post Oak Energy Holdings, LLC 2023 Q4 - RESTATEMENT 2/15/2024
Lodbrok Capital LLP 2023 Q4 - RESTATEMENT 2/15/2024
LifePro Asset Management 2023 Q4 2/15/2024
Peloton Wealth Strategists 2023 Q4 2/15/2024
Foresight Group Ltd Liability Partnership 2023 Q4 2/15/2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2023 Q4 - RESTATEMENT 2/15/2024
Davis Asset Management, L.P. 2023 Q4 - NEW HOLDINGS 2/15/2024
RIVERBRIDGE PARTNERS LLC 2023 Q3 - RESTATEMENT 2/15/2024
AKO CAPITAL LLP 2023 Q4 2/15/2024
RIVERBRIDGE PARTNERS LLC 2023 Q4 - RESTATEMENT 2/15/2024
Venture Visionary Partners LLC 2023 Q4 - RESTATEMENT 2/15/2024
Morse Asset Management, Inc 2023 Q4 2/15/2024
Main Management LLC 2023 Q4 2/15/2024
Palo Alto Investors LP 2023 Q4 - RESTATEMENT 2/15/2024
TOWNSQUARE CAPITAL LLC 2023 Q4 2/15/2024
Coastal Bridge Advisors, LLC 2023 Q4 2/15/2024
Empire Financial Management Company, LLC 2023 Q4 2/15/2024
HOERTKORN RICHARD CHARLES 2023 Q4 2/15/2024
Front Row Advisors LLC 2023 Q4 2/15/2024