Latest 13F Filings

Since 7/1/2025

Manager Period Date Filed
Christopher J. Hasenberg, Inc 2025 Q2 7/9/2025
HFG Wealth Management, LLC 2025 Q2 7/9/2025
WOODSTOCK CORP 2025 Q2 7/9/2025
Silverberg Bernstein Capital Management LLC 2025 Q2 7/9/2025
Clarus Wealth Advisors 2025 Q2 7/9/2025
DUDLEY & SHANLEY, INC. 2025 Q2 7/9/2025
Lifestyle Asset Management, Inc. 2025 Q2 7/9/2025
Key Client Fiduciary Advisors, LLC 2025 Q2 7/9/2025
Murphy, Middleton, Hinkle & Parker, Inc. 2025 Q2 7/9/2025
MFG WEALTH MANAGEMENT, INC. 2025 Q2 7/9/2025
Alken Asset Management Ltd 2025 Q2 7/9/2025
Bowman & Co S.C. 2025 Q2 7/9/2025
Bay Rivers Group 2025 Q2 7/9/2025
Sarver Vrooman Wealth Advisors 2025 Q2 7/9/2025
RIVERSEDGE ADVISORS, LLC 2025 Q2 7/9/2025
Sterling Manor Financial, LLC 2025 Q2 7/9/2025
Connective Portfolio Management, LLC 2025 Q2 7/9/2025
WestHill Financial Advisors, Inc. 2025 Q2 7/9/2025
BEACON FINANCIAL GROUP 2025 Q2 7/9/2025
Westmount Partners, LLC 2025 Q2 7/9/2025
BURR FINANCIAL SERVICES, LLC 2025 Q2 7/9/2025
Reyes Financial Architecture, Inc. 2025 Q2 7/9/2025
Client First Investment Management LLC 2025 Q2 7/9/2025
Presidio Capital Management, LLC 2025 Q2 7/9/2025
High Probability Advisors, LLC 2025 Q2 7/9/2025
Baron Financial Group, LLC 2025 Q2 7/9/2025
Veracity Capital LLC 2025 Q2 7/9/2025
Brand Asset Management Group, Inc. 2025 Q2 7/9/2025
Efficient Frontier Advisors LLC 2025 Q2 7/9/2025
Bulwark Capital Corp 2025 Q2 7/9/2025
Livforsakringsbolaget Skandia, Omsesidigt 2025 Q2 7/9/2025
Sandy Cove Advisors, LLC 2025 Q2 7/9/2025
Czech National Bank 2025 Q2 7/9/2025
FIRST FINANCIAL CORP /IN/ 2025 Q2 7/9/2025
Svenska Handelsbanken AB (publ) 2025 Q2 7/9/2025
ACT WEALTH MANAGEMENT, LLC 2025 Q2 7/8/2025
Copley Financial Group, Inc. 2025 Q1 - RESTATEMENT 7/8/2025
Sandbox Financial Partners, LLC 2025 Q2 7/8/2025
MassMutual Private Wealth & Trust, FSB 2025 Q2 7/8/2025
WealthCare Investment Partners, LLC 2025 Q2 7/8/2025
SARD WEALTH MANAGEMENT GROUP, LLC 2025 Q2 7/8/2025
Sarver Vrooman Wealth Advisors 2025 Q1 7/8/2025
ELEVATION WEALTH PARTNERS, LLC 2025 Q2 7/8/2025
JUNCTURE WEALTH STRATEGIES, LLC 2025 Q2 7/8/2025
PTM WEALTH MANAGEMENT, LLC 2025 Q2 7/8/2025
Parisi Gray Wealth Management 2025 Q2 7/8/2025
Northstar Advisory Group, LLC 2025 Q2 7/8/2025
Next Level Private LLC 2025 Q2 7/8/2025
Range Financial Group LLC 2025 Q2 7/8/2025
Melone Private Wealth, LLC 2025 Q2 7/8/2025
Strategic Advocates LLC 2025 Q2 7/8/2025
LPWM LLC 2025 Q2 7/8/2025
LITTLE HOUSE CAPITAL LLC 2025 Q2 7/8/2025
IAM Advisory, LLC 2025 Q2 7/8/2025
Henrickson Nauta Wealth Advisors, Inc. 2025 Q2 7/8/2025
FIRST NATIONAL CORP /MA/ /ADV 2025 Q2 7/8/2025
FF Advisors,LLC 2025 Q2 7/8/2025
EVERPAR ADVISORS LLC 2025 Q2 7/8/2025
EHRLICH FINANCIAL GROUP 2025 Q2 7/8/2025
DOVER ADVISORS, LLC 2025 Q2 7/8/2025
Arlington Trust Co LLC 2025 Q2 7/8/2025
Davis Investment Partners, LLC 2025 Q2 7/8/2025
COREPATH WEALTH PARTNERS LLC 2025 Q2 7/8/2025
KCK LTD. 2025 Q2 7/8/2025
Choice Wealth Advisors, LLC 2025 Q2 7/8/2025
Chemistry Wealth Management LLC 2025 Q2 7/8/2025
BOURNE LENT ASSET MANAGEMENT INC 2025 Q2 7/8/2025
Braun-Bostich & Associates Inc. 2025 Q2 7/8/2025
AVITY INVESTMENT MANAGEMENT INC. 2025 Q2 7/8/2025
ADAMSBROWN WEALTH CONSULTANTS LLC 2025 Q2 7/8/2025
Silverleafe Capital Partners, LLC 2025 Q2 7/8/2025
Ransom Advisory, Ltd 2025 Q2 7/8/2025
Partnership Wealth Management, LLC 2025 Q2 7/8/2025
Rise Advisors, LLC 2025 Q2 7/8/2025
Baker Ellis Asset Management LLC 2025 Q2 7/8/2025
ATWOOD & PALMER INC 2025 Q2 7/8/2025
Atlas Brown,Inc. 2025 Q2 7/8/2025
Advance Capital Management, Inc. 2025 Q2 7/8/2025
Beacon Wealthcare LLC 2025 Q2 7/8/2025
Granite Bay Wealth Management, LLC 2025 Q2 7/8/2025
Persium Advisors, LLC 2025 Q2 7/8/2025
MRA Advisory Group 2025 Q2 7/8/2025
RV Capital AG 2025 Q2 7/8/2025
Northwest & Ethical Investments L.P. 2020 Q4 7/8/2025
Team Hewins, LLC 2025 Q1 - RESTATEMENT 7/8/2025
Martin Capital Partners, LLC 2025 Q2 7/8/2025
Northwest & Ethical Investments L.P. 2020 Q3 7/8/2025
Northwest & Ethical Investments L.P. 2020 Q2 7/8/2025
Northwest & Ethical Investments L.P. 2020 Q1 7/8/2025
Prism Advisors, Inc. 2025 Q2 7/8/2025
D. SCOTT NEAL, INC. 2025 Q2 7/8/2025
Northwest & Ethical Investments L.P. 2019 Q4 7/8/2025
Northwest & Ethical Investments L.P. 2019 Q3 7/8/2025
Team Hewins, LLC 2024 Q3 - RESTATEMENT 7/8/2025
Northwest & Ethical Investments L.P. 2019 Q2 7/8/2025
WEBSTER BANK, N. A. 2025 Q2 7/8/2025
Northwest & Ethical Investments L.P. 2019 Q1 7/8/2025
Northwest & Ethical Investments L.P. 2018 Q4 7/8/2025
Team Hewins, LLC 2024 Q4 - RESTATEMENT 7/8/2025
Northwest & Ethical Investments L.P. 2018 Q3 7/8/2025