Latest 13F Filings

Since 7/1/2025

Manager Period Date Filed
RED CEDAR INVESTMENT MANAGEMENT, LLC 2025 Q2 8/8/2025
ALTFEST L J & CO INC 2025 Q2 8/8/2025
Biondo Investment Advisors, LLC 2025 Q2 8/8/2025
Intrua Financial, LLC 2025 Q2 8/8/2025
Chandler Asset Management, Inc. 2025 Q2 8/8/2025
Clearstead Trust, LLC 2025 Q2 8/8/2025
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2025 Q2 8/8/2025
Wiser Advisor Group LLC 2025 Q2 8/8/2025
Arvest Bank Trust Division 2025 Q2 8/8/2025
CNO Financial Group, Inc. 2025 Q2 8/8/2025
GARNET EQUITY CAPITAL HOLDINGS, INC. 2025 Q2 8/8/2025
Fiera Capital Corp 2025 Q2 8/8/2025
Allianz SE 2025 Q2 8/8/2025
North of South Capital LLP 2025 Q2 8/8/2025
Skylands Capital, LLC 2025 Q2 8/8/2025
GLOBE LIFE INC. 2025 Q2 8/8/2025
Larson Financial Group LLC 2025 Q2 8/8/2025
Fortis Group Advisors, LLC 2025 Q2 8/8/2025
Skaana Management L.P. 2025 Q2 8/8/2025
Passaic Partners LLC 2025 Q2 8/8/2025
BIT Capital GmbH 2025 Q2 8/8/2025
Everstar Asset Management, LLC 2025 Q1 - RESTATEMENT 8/8/2025
Canada Post Corp Registered Pension Plan 2025 Q2 8/8/2025
1888 Investments, LLC 2025 Q2 8/8/2025
STONEBRIDGE ADVISORS LLC 2025 Q2 8/8/2025
Hibernia Wealth Partners, LLC 2025 Q2 8/8/2025
Better Money Decisions, LLC 2025 Q2 8/8/2025
Cherokee Insurance Co 2025 Q2 8/8/2025
EagleClaw Capital Managment, LLC 2025 Q2 8/8/2025
Breed's Hill Capital LLC 2025 Q2 8/8/2025
Impax Asset Management Group plc 2025 Q2 8/8/2025
Candriam S.C.A. 2025 Q2 8/8/2025
Atlanta Consulting Group Advisors, LLC 2025 Q2 8/8/2025
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2025 Q2 8/8/2025
Kaizen Financial Strategies 2025 Q2 8/8/2025
Calamos Advisors LLC 2025 Q2 8/8/2025
CROBAN 2025 Q2 8/8/2025
Hudock, Inc. 2025 Q2 8/8/2025
MKA Charitable Fund 2025 Q2 8/8/2025
Helikon Investments Ltd 2025 Q2 8/8/2025
Police & Firemen's Retirement System of New Jersey 2025 Q2 8/8/2025
Horrell Capital Management, Inc. 2025 Q2 8/8/2025
Whitegate Investment Counselors, Inc. 2025 Q2 8/8/2025
MFN Partners Management, LP 2025 Q2 8/8/2025
Sterling Capital Management LLC 2025 Q2 - RESTATEMENT 8/8/2025
Summerhill Capital Management lnc. 2025 Q2 8/8/2025
Capital Investment Advisory Services, LLC 2025 Q2 8/8/2025
NNS Investments (Cyprus) Ltd 2025 Q2 8/8/2025
TD Capital Management LLC 2025 Q2 8/8/2025
ABN AMRO INVESTMENT SOLUTIONS 2025 Q2 8/8/2025
SageOak Financial, LLC 2025 Q2 8/8/2025
Smithfield Trust Co 2025 Q2 8/8/2025
Irth Capital Management LP 2025 Q2 8/8/2025
Symphony Financial Services, Inc. 2025 Q2 8/8/2025
Austin Wealth Management, LLC 2025 Q2 8/8/2025
BAILARD, INC. 2025 Q2 8/8/2025
RENASANT BANK 2025 Q2 8/8/2025
GEODE CAPITAL MANAGEMENT, LLC 2025 Q2 8/8/2025
NNS Holding 2025 Q2 8/8/2025
Maple Capital Management, Inc. 2025 Q2 8/8/2025
ABC ARBITRAGE SA 2025 Q2 8/8/2025
Marble Harbor Investment Counsel, LLC 2025 Q2 8/8/2025
CORBYN INVESTMENT MANAGEMENT INC/MD 2025 Q2 8/8/2025
Accredited Investors Inc. 2025 Q2 8/8/2025
EVERETT HARRIS & CO /CA/ 2025 Q2 8/8/2025
TOBAM 2025 Q2 8/8/2025
Ranmore Fund Management Ltd 2025 Q2 8/8/2025
National Mutual Insurance Federation of Agricultural Cooperatives 2025 Q2 8/8/2025
WEALTH ALLIANCE, LLC 2025 Q2 8/8/2025
ERTS Wealth Advisors, LLC 2025 Q2 8/8/2025
Bouchey Financial Group Ltd 2025 Q2 8/8/2025
Apex Wealth Management, LLC 2025 Q2 8/8/2025
Tyro Capital Management LLC 2025 Q2 8/8/2025
Rovida Advisors Inc. 2025 Q2 8/8/2025
PNC Financial Services Group, Inc. 2025 Q2 8/8/2025
Liberty 77 Capital L.P. 2025 Q2 8/8/2025
Comprehensive Financial Planning, Inc./PA 2025 Q2 8/8/2025
KELLEHER FINANCIAL ADVISORS 2025 Q2 8/8/2025
United Asset Strategies, Inc. 2025 Q2 8/8/2025
CROSBY Co OF NEW HAMPSHIRE LLC 2025 Q2 8/8/2025
denkapparat Operations GmbH 2025 Q2 8/8/2025
Vesey Street Capital Partners, L.L.C. 2025 Q2 8/8/2025
Milestone Resources Group Ltd 2025 Q2 8/8/2025
Quinn Opportunity Partners LLC 2025 Q2 8/8/2025
Beck Bode, LLC 2025 Q2 8/8/2025
FORSTA AP-FONDEN 2025 Q2 8/8/2025
Central Asset Investments & Management Holdings (HK) Ltd 2025 Q2 8/8/2025
M&G PLC 2025 Q2 8/8/2025
KBC Group NV 2025 Q2 8/8/2025
TimesSquare Capital Management, LLC 2025 Q2 8/8/2025
Rakuten Securities, Inc. 2025 Q2 8/8/2025
JUPITER ASSET MANAGEMENT LTD 2025 Q2 8/8/2025
Mitsubishi UFJ Trust & Banking Corp 2025 Q2 8/8/2025
MUFG BANK, LTD. 2025 Q2 8/8/2025
MITSUBISHI UFJ FINANCIAL GROUP INC 2025 Q2 8/8/2025
Greenwoods Asset Management Hong Kong Ltd. 2025 Q2 8/8/2025
Andar Capital Management HK Ltd 2025 Q2 8/7/2025
NAN FUNG TRINITY (HK) LTD 2025 Q2 8/7/2025
SBI Securities Co., Ltd. 2025 Q2 8/7/2025
Wealth Quarterback LLC 2025 Q2 8/7/2025