Latest 13F Filings

Since 4/1/2025

Manager Period Date Filed
Credit Capital Investments LLC 2025 Q1 5/9/2025
Probity Advisors, Inc. 2025 Q1 5/9/2025
Silver Coast Investments LLC 2025 Q1 5/9/2025
Halter Ferguson Financial Inc. 2025 Q1 5/9/2025
ELEMENT POINTE ADVISORS, LLC 2025 Q1 5/9/2025
Capstone Financial Advisors, Inc. 2025 Q1 5/9/2025
Evolutionary Tree Capital Management, LLC 2025 Q1 5/9/2025
Hillsdale Investment Management Inc. 2025 Q1 5/9/2025
Milestone Resources Group Ltd 2025 Q1 5/9/2025
Frazier Financial Advisors, LLC 2025 Q1 5/9/2025
West Tower Group, LLC 2025 Q1 5/9/2025
Rollins Financial Advisors, LLC 2025 Q1 5/9/2025
BEDDOW CAPITAL MANAGEMENT INC 2025 Q1 5/9/2025
Sound Financial Strategies Group, LLC 2025 Q1 5/9/2025
EARNED WEALTH ADVISORS, LLC 2025 Q1 5/9/2025
Marble Harbor Investment Counsel, LLC 2025 Q1 5/9/2025
SGL Investment Advisors, Inc. 2025 Q1 5/9/2025
CONNABLE OFFICE INC 2025 Q1 5/9/2025
THOMPSON SIEGEL & WALMSLEY LLC 2025 Q1 5/9/2025
MUFG SECURITIES (CANADA), LTD. 2025 Q1 5/9/2025
OFI INVEST ASSET MANAGEMENT 2025 Q1 5/9/2025
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2025 Q1 5/9/2025
MITCHELL CAPITAL MANAGEMENT CO 2025 Q1 5/9/2025
X-Square Capital, LLC 2025 Q1 5/9/2025
OGOREK ANTHONY JOSEPH /NY/ /ADV 2025 Q1 5/9/2025
Euro Pacific Asset Management, LLC 2025 Q1 5/9/2025
Glass Wealth Management Co LLC 2025 Q1 5/9/2025
CoreCap Advisors, LLC 2025 Q1 5/9/2025
TD Waterhouse Canada Inc. 2025 Q1 5/9/2025
Police & Firemen's Retirement System of New Jersey 2025 Q1 5/9/2025
ORLEANS CAPITAL MANAGEMENT CORP/LA 2025 Q1 5/9/2025
KICKSTAND VENTURES, LLC. 2025 Q1 5/9/2025
KINNEY ASSET MANAGEMENT, LLC 2025 Q1 5/9/2025
WESTFIELD CAPITAL MANAGEMENT CO LP 2025 Q1 5/9/2025
Ruffer LLP 2025 Q1 5/9/2025
Delta Accumulation, LLC 2025 Q1 5/9/2025
SFMG, LLC 2025 Q1 5/9/2025
Solitude Financial Services 2025 Q1 5/9/2025
E-L Financial Corp Ltd 2025 Q1 5/9/2025
Clearstead Trust, LLC 2025 Q1 5/9/2025
Empire Life Investments Inc. 2025 Q1 5/9/2025
GILL CAPITAL PARTNERS, LLC 2025 Q1 5/9/2025
ING GROEP NV 2025 Q1 5/9/2025
NewEdge Wealth, LLC 2025 Q1 5/9/2025
Allianz SE 2025 Q1 5/9/2025
Generation Capital Management LLC 2025 Q1 5/9/2025
PRAIRIEVIEW WEALTH PARTNERS, LLC 2025 Q1 5/9/2025
Blue Sky Capital Consultants Group, Inc. 2025 Q1 5/9/2025
Avalon Trust Co 2025 Q1 5/9/2025
CUMBERLAND ADVISORS INC 2025 Q1 5/9/2025
Manchester Capital Management LLC 2025 Q1 5/9/2025
L & S Advisors Inc 2025 Q1 5/9/2025
M.D. Sass, LLC 2025 Q1 5/9/2025
Delta Financial Group, Inc. 2025 Q1 5/9/2025
Tandem Investment Partners LLC 2025 Q1 5/9/2025
CCLA Investment Management 2025 Q1 5/9/2025
Fairfield Financial Advisors, LTD 2025 Q1 5/9/2025
ARMOR ADVISORS, L.L.C. 2025 Q1 5/9/2025
Haven Private, LLC 2025 Q1 5/9/2025
BLAIR WILLIAM & CO/IL 2025 Q1 5/9/2025
Heritage Trust Co 2025 Q1 5/9/2025
Argent Trust Co 2025 Q1 5/9/2025
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2025 Q1 5/9/2025
IDG China Capital Fund III Associates L.P. 2025 Q1 5/9/2025
DJE Kapital AG 2025 Q1 5/9/2025
Supplemental Annuity Collective Trust of NJ 2025 Q1 5/9/2025
IDG Technology Venture Investment IV, LLC 2025 Q1 5/9/2025
State of New Jersey Common Pension Fund E 2025 Q1 5/9/2025
IDG China Venture Capital Fund V Associates L.P. 2025 Q1 5/9/2025
State of New Jersey Common Pension Fund A 2025 Q1 5/9/2025
COMMONWEALTH EQUITY SERVICES, LLC 2025 Q1 5/9/2025
Raiffeisen Bank International AG 2025 Q1 5/9/2025
Smithfield Trust Co 2025 Q1 5/9/2025
BIT Capital GmbH 2025 Q1 5/9/2025
ONCE CAPITAL MANAGEMENT, LLC 2025 Q1 5/9/2025
IDG China Venture Capital Fund IV Associates L.P. 2025 Q1 5/9/2025
SCOTIA CAPITAL INC. 2025 Q1 5/9/2025
LGT CAPITAL PARTNERS LTD. 2025 Q1 5/9/2025
NJ State Employees Deferred Compensation Plan 2025 Q1 5/9/2025
BANK OF NOVA SCOTIA TRUST CO 2025 Q1 5/9/2025
BANK OF NOVA SCOTIA 2025 Q1 5/9/2025
J. Safra Sarasin Holding AG 2025 Q1 5/9/2025
New Jersey Better Educational Savings Trust 2025 Q1 5/9/2025
Headwater Capital Co Ltd 2025 Q1 5/9/2025
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 2025 Q1 5/9/2025
Generali Powszechne Towarzystwo Emerytalne 2025 Q1 5/9/2025
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 2025 Q1 5/9/2025
JUPITER ASSET MANAGEMENT LTD 2025 Q1 5/9/2025
BARINGS LLC 2025 Q1 5/9/2025
Kazazian Asset Management, LLC 2025 Q1 5/9/2025
Pamalican Asset Management Ltd 2025 Q1 5/9/2025
PNC Financial Services Group, Inc. 2025 Q1 5/9/2025
Mitsubishi UFJ Trust & Banking Corp 2025 Q1 5/9/2025
Mirabaud & Cie SA 2025 Q1 5/9/2025
R Squared Ltd 2025 Q1 5/9/2025
MASO CAPITAL PARTNERS Ltd 2025 Q1 5/9/2025
MUFG BANK, LTD. 2025 Q1 5/9/2025
Banco Santander, S.A. 2025 Q1 5/9/2025
MITSUBISHI UFJ FINANCIAL GROUP INC 2025 Q1 5/9/2025
Forge First Asset Management Inc. 2025 Q1 5/9/2025