Latest 13F Filings

Since 10/1/2025

Manager Period Date Filed
STATE OF MICHIGAN RETIREMENT SYSTEM 2025 Q3 11/5/2025
Eukles Asset Management 2025 Q3 11/5/2025
SPINNAKER TRUST 2025 Q3 11/5/2025
Concord Wealth Partners 2025 Q3 11/5/2025
Cannae Holdings, Inc. 2025 Q3 11/5/2025
CEERA INVESTMENTS, LLC 2025 Q3 11/5/2025
MMA ASSET MANAGEMENT LLC 2025 Q3 11/5/2025
DURANTE & WATERS, LLC 2025 Q3 11/5/2025
Client First Capital LLC 2025 Q3 11/5/2025
Capital Investment Advisory Services, LLC 2025 Q3 11/5/2025
Financial & Tax Architects, LLC 2025 Q3 11/5/2025
TAGStone Capital, Inc. 2025 Q3 11/5/2025
Compass Financial Group, Inc. 2025 Q3 11/5/2025
Aurdan Capital Management, LLC 2025 Q3 11/5/2025
IDG China Capital Fund III Associates L.P. 2025 Q3 11/5/2025
Prime Capital Investment Advisors, LLC 2025 Q3 11/5/2025
M.D. Sass, LLC 2025 Q3 11/5/2025
Next Capital Management LLC 2025 Q3 11/5/2025
Virtus Family Office LLC 2025 Q3 11/5/2025
SlateStone Wealth, LLC 2025 Q3 11/5/2025
Rodgers & Associates, LTD 2025 Q3 11/5/2025
IDG Technology Venture Investment IV, LLC 2025 Q3 11/5/2025
Kintegral Advisory, LLC 2025 Q3 11/5/2025
CORNERSTONE ENTERPRISES, LLC 2025 Q3 11/5/2025
Solitude Financial Services 2025 Q3 11/5/2025
IDG China Venture Capital Fund V Associates L.P. 2025 Q3 11/5/2025
IDG China Venture Capital Fund IV Associates L.P. 2025 Q3 11/5/2025
DDFG, Inc 2025 Q3 11/5/2025
FISHMAN JAY A LTD/MI 2025 Q3 11/5/2025
Coston, McIsaac & Partners 2025 Q3 11/5/2025
Plante Moran Financial Advisors, LLC 2025 Q3 11/5/2025
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2025 Q3 11/5/2025
Guinness Atkinson Asset Management Inc 2025 Q3 11/5/2025
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2025 Q3 11/5/2025
Guild Investment Management, Inc. 2025 Q3 11/5/2025
Willis Investment Counsel 2025 Q3 11/5/2025
Guinness Asset Management LTD 2025 Q3 11/5/2025
Modus Advisors, LLC 2025 Q3 11/5/2025
H Capital V GP, L.P. 2025 Q3 11/5/2025
Prasad Wealth Partners, LLC 2025 Q3 11/5/2025
Ranger Investment Management, L.P. 2025 Q3 11/5/2025
LFA - Lugano Financial Advisors SA 2025 Q3 11/5/2025
Poehling Capital Management, INC. 2025 Q3 11/5/2025
Wells Trecaso Financial Group, LLC 2025 Q3 11/5/2025
MONECO Advisors, LLC 2025 Q3 11/5/2025
JOHN G ULLMAN & ASSOCIATES INC 2025 Q3 11/5/2025
SENTRY INVESTMENT MANAGEMENT LLC 2025 Q3 11/5/2025
Bond & Devick Financial Network, Inc. 2025 Q3 11/5/2025
Carbahal Olsen Financial Services Group, LLC 2025 Q3 11/5/2025
Providence Wealth Advisors, LLC 2025 Q3 11/5/2025
Kondo Wealth Advisors, Inc. 2025 Q3 11/5/2025
Shade Tree Advisors LLC 2025 Q3 11/5/2025
LEGACY FINANCIAL GROUP, INC. 2025 Q3 11/5/2025
CAPITAL MANAGEMENT ASSOCIATES /NY/ 2025 Q3 11/5/2025
Beacon Harbor Wealth Advisors, Inc. 2025 Q3 11/5/2025
Vantage Financial Partners, LLC 2025 Q3 11/5/2025
RMR Wealth Builders 2025 Q3 11/5/2025
Lincoln Capital LLC 2025 Q3 11/5/2025
W.H. Cornerstone Investments Inc. 2025 Q3 11/5/2025
Hobbs Wealth Management, LLC 2025 Q3 11/5/2025
DAIDO LIFE INSURANCE CO 2025 Q3 11/5/2025
Altrius Capital Management Inc 2025 Q3 11/5/2025
Seros Financial, LLC 2025 Q3 11/5/2025
HighPoint Advisor Group LLC 2025 Q3 11/5/2025
FLAGSHIP HARBOR ADVISORS, LLC 2025 Q3 11/5/2025
Waterloo Capital, L.P. 2025 Q3 11/5/2025
C WorldWide Group Holding A/S 2025 Q3 11/5/2025
HARMONY ASSET MANAGEMENT LLC 2025 Q3 11/5/2025
Black Diamond Financial, LLC 2025 Q3 11/5/2025
Firestone Capital Management 2025 Q3 11/5/2025
Forum Private Client Group LLC 2025 Q3 11/5/2025
High Ground Investment Management LLP 2025 Q3 11/5/2025
Homestead Advisers Corp 2025 Q3 11/5/2025
Fusion Capital, LLC 2025 Q3 11/5/2025
Stordahl Capital Management, Inc. 2025 Q3 11/5/2025
First Fiduciary Investment Counsel, Inc. 2025 Q3 11/5/2025
TITLEIST ASSET MANAGEMENT, LLC 2025 Q3 11/5/2025
ELCO Management Co., LLC 2025 Q3 11/5/2025
Portside Wealth Group, LLC 2025 Q3 11/5/2025
ABN AMRO Bank N.V. 2025 Q3 11/5/2025
CASTLEKEEP INVESTMENT ADVISORS LLC 2025 Q3 11/5/2025
Hudson Canyon Capital Management 2025 Q3 11/5/2025
CM WEALTH ADVISORS LLC 2025 Q3 11/5/2025
Border to Coast Pensions Partnership Ltd 2025 Q3 11/5/2025
Aflac Inc 2025 Q3 11/5/2025
HORAN Wealth, LLC 2025 Q3 11/5/2025
Linscomb Wealth, Inc. 2025 Q3 11/5/2025
SouthState Bank Corp 2025 Q3 11/5/2025
Summerhill Capital Management lnc. 2025 Q3 11/5/2025
Horizon Investment Services, LLC 2025 Q3 11/5/2025
BESSEMER GROUP INC 2025 Q3 11/5/2025
IMG Wealth Management, Inc. 2025 Q3 11/5/2025
Cullen Capital Management, LLC 2025 Q3 11/5/2025
TRIGLAV INVESTMENTS, D.O.O. 2025 Q3 11/5/2025
NIGHTVIEW CAPITAL, LLC 2025 Q3 11/5/2025
swisspartners Advisors Ltd 2025 Q3 11/5/2025
BI Asset Management Fondsmaeglerselskab A/S 2025 Q3 11/5/2025
Cryder Capital Partners LLP 2025 Q3 11/5/2025
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2025 Q3 11/5/2025
Payne Capital LLC 2025 Q3 11/4/2025