Latest 13F Filings

Since 1/1/2024

Manager Period Date Filed
Alecta Tjanstepension Omsesidigt 2023 Q4 1/17/2024
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 2023 Q4 1/17/2024
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2023 Q4 1/17/2024
Artemis Investment Management LLP 2023 Q4 1/17/2024
DAILY JOURNAL CORP 2023 Q4 1/16/2024
Shearwater Capital LLC 2023 Q4 1/16/2024
Cambridge Advisors Inc. 2023 Q4 1/16/2024
ZRC WEALTH MANAGEMENT, LLC 2023 Q4 1/16/2024
Bill Few Associates, Inc. 2023 Q4 1/16/2024
Mason & Associates Inc 2023 Q4 1/16/2024
Invera Wealth Advisors, LLC 2023 Q4 1/16/2024
ECLECTIC ASSOCIATES INC /ADV 2023 Q4 1/16/2024
MKT Advisors LLC 2023 Q4 1/16/2024
Jessup Wealth Management, Inc 2023 Q4 1/16/2024
CoreCap Advisors, LLC 2023 Q2 1/16/2024
Walter Public Investments Inc. 2023 Q4 1/16/2024
CoreCap Advisors, LLC 2023 Q3 1/16/2024
CoreCap Advisors, LLC 2023 Q4 1/16/2024
Topel & Distasi Wealth Management, LLC 2023 Q4 1/16/2024
Rosenberg Matthew Hamilton 2023 Q4 1/16/2024
Wealthspring Capital LLC 2023 Q4 1/16/2024
Client First Capital LLC 2023 Q4 1/16/2024
Hummer Financial Advisory Services Inc 2023 Q4 1/16/2024
WJ Wealth Management, LLC 2023 Q4 1/16/2024
Lionsbridge Wealth Management LLC 2023 Q4 1/16/2024
Stokes Capital Advisors, LLC 2023 Q4 1/16/2024
Ferguson Shapiro LLC 2023 Q4 1/16/2024
Leicht Financial Planning & Wealth Management, Inc. 2023 Q4 1/16/2024
WEALTHSOURCE PARTNERS, LLC 2023 Q4 1/16/2024
Ariose Capital Management Ltd 2023 Q4 1/16/2024
Wealthstar Advisors, LLC 2023 Q4 1/16/2024
LVW Advisors, LLC 2023 Q4 1/16/2024
PATHSTONE FAMILY OFFICE, LLC 2023 Q2 - RESTATEMENT 1/16/2024
Retirement Planning Group, LLC 2023 Q4 1/16/2024
Beach Point Capital Management LP 2023 Q4 1/16/2024
Sterneck Capital Management, LLC 2023 Q4 1/16/2024
Cohen Klingenstein LLC 2023 Q4 1/16/2024
Profit Investment Management, LLC 2023 Q4 1/16/2024
D.B. Root & Company, LLC 2023 Q4 1/16/2024
COWA, LLC 2023 Q4 1/16/2024
Steigerwald, Gordon & Koch Inc. 2023 Q4 1/16/2024
3EDGE Asset Management, LP 2023 Q4 1/16/2024
Alaska Wealth Advisors 2023 Q4 1/16/2024
Portside Wealth Group, LLC 2023 Q4 1/16/2024
Alaska Permanent Capital Management 2023 Q4 1/16/2024
HORIZON BANCORP INC /IN/ 2023 Q4 1/16/2024
FSC Wealth Advisors, LLC 2023 Q4 1/16/2024
HBW ADVISORY SERVICES LLC 2023 Q4 1/16/2024
Exeter Financial, LLC 2023 Q4 1/16/2024
MYECFO, LLC 2023 Q4 1/16/2024
Trellis Advisors, LLC 2023 Q4 1/16/2024
Pacer Advisors, Inc. 2023 Q4 1/16/2024
Etesian Wealth Advisors, Inc. 2023 Q4 - RESTATEMENT 1/16/2024
Howard Capital Management Group, LLC 2023 Q4 1/16/2024
Etesian Wealth Advisors, Inc. 2023 Q3 - RESTATEMENT 1/16/2024
Etesian Wealth Advisors, Inc. 2023 Q2 - RESTATEMENT 1/16/2024
Etesian Wealth Advisors, Inc. 2023 Q1 - RESTATEMENT 1/16/2024
WINDWARD CAPITAL MANAGEMENT CO /CA 2023 Q4 1/16/2024
Etesian Wealth Advisors, Inc. 2022 Q4 - RESTATEMENT 1/16/2024
Cedar Mountain Advisors, LLC 2023 Q4 1/16/2024
SEARCY FINANCIAL SERVICES INC /ADV 2023 Q4 1/16/2024
OAK RIDGE INVESTMENTS LLC 2023 Q4 1/16/2024
KINGSWOOD WEALTH ADVISORS, LLC 2023 Q4 1/16/2024
THOMPSON INVESTMENT MANAGEMENT, INC. 2023 Q4 1/16/2024
Sanchez Wealth Management Group 2023 Q4 1/16/2024
Ulland Investment Advisors, LLC 2023 Q4 1/16/2024
SIMON QUICK ADVISORS, LLC 2023 Q4 1/16/2024
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2023 Q4 1/16/2024
Rheos Capital Works Inc. 2023 Q4 1/16/2024
JCIC Asset Management Inc. 2023 Q4 1/16/2024
RJA Asset Management LLC 2023 Q4 1/16/2024
Financiere des Professionnels - Fonds d,investissement inc. 2023 Q4 1/16/2024
MTM Investment Management, LLC 2023 Q4 1/16/2024
VALUE HOLDINGS MANAGEMENT CO. LLC 2023 Q4 - RESTATEMENT 1/16/2024
MAGNOLIA CAPITAL MANAGEMENT LTD 2023 Q4 1/16/2024
Helen Stephens Group, LLC 2023 Q4 1/16/2024
CHURCHILL MANAGEMENT Corp 2023 Q4 1/16/2024
VALUE HOLDINGS MANAGEMENT CO. LLC 2023 Q4 1/16/2024
CVA Family Office, LLC 2023 Q4 1/16/2024
Pachira Investments Inc. 2023 Q4 1/16/2024
RAYMOND JAMES & ASSOCIATES 2023 Q4 1/16/2024
Raymond James Financial Services Advisors, Inc. 2023 Q4 1/16/2024
Centerpoint Advisors, LLC 2023 Q4 1/16/2024
Kaydan Wealth Management, Inc. 2023 Q4 1/16/2024
Security Financial Services, INC. 2023 Q4 1/16/2024
CASCADE INVESTMENT GROUP, INC. 2023 Q4 1/16/2024
Engrave Wealth Partners LLC 2023 Q4 1/16/2024
Custos Family Office, LLC 2023 Q4 1/16/2024
ASSET PLANNING SERVICES INC /LA/ /ADV 2023 Q4 1/16/2024
REINHART PARTNERS, LLC. 2023 Q4 1/16/2024
Tributary Capital Management, LLC 2023 Q4 1/16/2024
GODSEY & GIBB, INC 2023 Q4 1/16/2024
AustralianSuper Pty Ltd 2023 Q4 1/16/2024
BUTENSKY & COHEN FINANCIAL SECURITY, INC 2023 Q4 1/16/2024
Twele Capital Management, Inc. 2023 Q4 1/16/2024
SJS Investment Consulting Inc. 2023 Q4 1/16/2024
Carlson Capital Management 2023 Q4 1/16/2024
WOLFF WIESE MAGANA LLC 2023 Q4 1/16/2024
Strategic Wealth Investment Group, LLC 2023 Q4 1/16/2024
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2023 Q4 1/16/2024