Latest 13F Filings

Since 10/1/2022

Manager Period Date Filed
LVM CAPITAL MANAGEMENT LTD/MI 2022 Q3 10/5/2022
CHICKASAW CAPITAL MANAGEMENT LLC 2022 Q3 10/5/2022
Centric Wealth Management 2022 Q3 10/5/2022
Engrave Wealth Partners LLC 2022 Q3 10/5/2022
Stonehearth Capital Management, LLC 2022 Q3 10/5/2022
ShankerValleau Wealth Advisors, Inc. 2022 Q3 10/5/2022
AGINCOURT CAPITAL MANAGEMENT, LLC 2022 Q3 10/5/2022
GREENHAVEN ASSOCIATES INC 2022 Q3 10/5/2022
Keel Point, LLC 2022 Q3 10/5/2022
Stillwater Investment Management, LLC 2022 Q3 10/5/2022
FIRST HAWAIIAN BANK 2022 Q3 10/4/2022
MOODY NATIONAL BANK TRUST DIVISION 2022 Q3 10/4/2022
HBW Advisory Services LLC 2022 Q3 10/4/2022
DAILY JOURNAL CORP 2022 Q3 10/4/2022
Bull Oak Capital, LLC 2022 Q1 10/4/2022
Bull Oak Capital, LLC 2022 Q2 10/4/2022
Csenge Advisory Group 2022 Q3 10/4/2022
BURNS J W & CO INC/NY 2022 Q3 10/4/2022
P/E Global LLC 2022 Q3 10/4/2022
Bowling Portfolio Management LLC 2022 Q3 10/4/2022
MEYER HANDELMAN CO 2022 Q3 10/4/2022
FIRST FINANCIAL BANK - TRUST DIVISION 2022 Q3 10/4/2022
UBP Investment Advisors SA 2022 Q3 10/4/2022
UBP Investment Advisors SA 2022 Q2 - NEW HOLDINGS 10/4/2022
AdvisorNet Financial, Inc 2022 Q3 10/4/2022
Spence Asset Management 2022 Q3 10/4/2022
Centre Asset Management, LLC 2022 Q3 10/4/2022
Fulton Bank, N.A. 2022 Q3 10/4/2022
Stairway Partners, LLC 2022 Q3 10/4/2022
PRIVATE ASSET MANAGEMENT INC 2022 Q3 10/4/2022
Boltwood Capital Management 2022 Q3 10/4/2022
Beacon Wealthcare LLC 2022 Q3 10/4/2022
NEVILLE RODIE & SHAW INC 2022 Q3 10/4/2022
BSN CAPITAL PARTNERS Ltd 2022 Q3 - RESTATEMENT 10/4/2022
Horizons Wealth Management 2022 Q3 10/4/2022
Weaver Consulting Group 2022 Q3 10/3/2022
Sunbelt Securities, Inc. 2022 Q2 10/3/2022
PARK NATIONAL CORP /OH/ 2022 Q3 10/3/2022
Insight Wealth Strategies, LLC 2022 Q3 10/3/2022
LYNCH & ASSOCIATES/IN 2022 Q3 10/3/2022
Red Spruce Capital, LLC 2022 Q3 10/3/2022
LBJ Family Wealth Advisors, Ltd. 2022 Q3 10/3/2022
American Trust 2022 Q2 10/3/2022
M&R CAPITAL MANAGEMENT INC 2022 Q3 10/3/2022
Wedmont Private Capital 2022 Q3 10/3/2022
Symmetry Partners, LLC 2022 Q3 10/3/2022
Capital Investment Services of America, Inc. 2022 Q3 10/3/2022
BancFirst Trust & Investment Management 2022 Q3 10/3/2022
ICA Group Wealth Management, LLC 2022 Q2 10/3/2022
Tiger Eye Capital LLC 2022 Q3 10/3/2022
CACTI ASSET MANAGEMENT LLC 2022 Q3 10/3/2022
EisnerAmper Wealth Management Corporate Benefits, LLC 2022 Q3 10/3/2022
CONFLUENCE INVESTMENT MANAGEMENT LLC 2022 Q3 10/3/2022
BSN CAPITAL PARTNERS Ltd 2022 Q3 10/3/2022
ICA Group Wealth Management, LLC 2022 Q1 10/3/2022
Somerset Trust Co 2022 Q3 10/3/2022
Rempart Asset Management Inc. 2022 Q3 10/3/2022
Thomasville National Bank 2022 Q3 10/3/2022
Pensionfund DSM Netherlands 2022 Q3 - NEW HOLDINGS 10/3/2022
Pensionfund Sabic 2022 Q3 10/3/2022
Pensionfund DSM Netherlands 2022 Q3 10/3/2022