Latest 13F Filings

Since 1/1/2024

Manager Period Date Filed
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
Bangor Savings Bank 2023 Q4 1/16/2024
Prairiewood Capital, LLC 2023 Q4 1/16/2024
Border to Coast Pensions Partnership Ltd 2023 Q4 1/16/2024
LBMC INVESTMENT ADVISORS, LLC 2023 Q4 1/16/2024
Penbrook Management LLC 2023 Q4 1/16/2024
SALEM INVESTMENT COUNSELORS INC 2023 Q4 1/16/2024
NovaPoint Capital, LLC 2023 Q4 1/16/2024
Oldfather Financial Services, LLC 2023 Q4 1/16/2024
CHICAGO TRUST Co NA 2023 Q4 1/16/2024
RICHELIEU GESTION SA 2023 Q4 1/16/2024
FIRST FINANCIAL CORP /IN/ 2023 Q4 1/16/2024
Archvest Wealth Advisors, Inc. 2023 Q4 1/16/2024
Acropolis Investment Management, LLC 2023 Q4 1/16/2024
VALICENTI ADVISORY SERVICES INC 2023 Q4 1/16/2024
Global Trust Asset Management, LLC 2023 Q4 1/16/2024
TSP Capital Management Group, LLC 2023 Q4 1/16/2024
HB Wealth Management, LLC 2023 Q4 1/16/2024
Legato Capital Management LLC 2023 Q4 1/16/2024
Compagnie Lombard Odier SCmA 2023 Q4 1/16/2024
Cooper Financial Group 2023 Q4 1/16/2024
Hubbell Strickland Wealth Management, LLC 2023 Q4 1/16/2024
Ayalon Insurance Comp Ltd. 2023 Q4 1/16/2024
JTC Employer Solutions Trustee Ltd 2023 Q4 1/16/2024
Melone Private Wealth, LLC 2023 Q4 1/12/2024
LPWM LLC 2023 Q4 1/12/2024
FINANCIAL ADVISORY PARTNERS, LLC 2023 Q4 1/12/2024
KRAEMATON INVESTMENT ADVISORS, INC 2023 Q4 1/12/2024
IAM Advisory, LLC 2023 Q4 1/12/2024
Disciplined Investments, LLC 2023 Q4 1/12/2024
Henrickson Nauta Wealth Advisors, Inc. 2023 Q4 1/12/2024
Conrad Siegel Investment Advisors, Inc. 2023 Q4 1/12/2024
Allred Capital Management, LLC 2023 Q4 1/12/2024
BAKER BOYER NATIONAL BANK 2023 Q4 1/12/2024
High Pines Wealth Management, LLC 2023 Q4 1/12/2024
HFG Advisors, Inc. 2023 Q4 1/12/2024
PATRIZIA Pty Ltd 2023 Q4 1/12/2024
Legal Advantage Investments, Inc. 2023 Q4 1/12/2024
HERBST GROUP, LLC 2023 Q4 1/12/2024
Heron Bay Capital Management 2023 Q4 1/12/2024
Archford Capital Strategies, LLC 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2023 Q4 1/12/2024
Kure Advisory, LLC 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2023 Q3 1/12/2024
Clearview Wealth Advisors LLC 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2023 Q2 1/12/2024
STABLEFORD CAPITAL II LLC 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2023 Q1 1/12/2024
STEPHENS GROUP ASSET MANAGEMENT, LLC 2023 Q4 1/12/2024
Hillcrest Wealth Advisors - NY, LLC 2023 Q4 1/12/2024
Burns Matteson Capital Management, LLC 2023 Q4 1/12/2024
Accurate Wealth Management, LLC 2023 Q4 1/12/2024
Yarbrough Capital, LLC 2023 Q4 1/12/2024
Burns Matteson Capital Management, LLC 2023 Q3 1/12/2024
Comprehensive Wealth Management, LLC 2022 Q4 1/12/2024
ATWOOD & PALMER INC 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2022 Q3 1/12/2024
SMI Advisory Services, LLC 2023 Q4 1/12/2024
PATTON FUND MANAGEMENT, INC. 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2022 Q2 1/12/2024
SG Americas Securities, LLC 2023 Q4 1/12/2024
HILLMAN CO 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2022 Q1 1/12/2024
Comprehensive Wealth Management, LLC 2021 Q4 1/12/2024
UDINE WEALTH MANAGEMENT, INC. 2023 Q4 1/12/2024
Mutual Advisors, LLC 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2021 Q3 1/12/2024
FNY Investment Advisers, LLC 2023 Q4 1/12/2024
Premier Path Wealth Partners, LLC 2023 Q4 1/12/2024
Comprehensive Wealth Management, LLC 2021 Q2 1/12/2024
GPS Wealth Strategies Group, LLC 2023 Q4 1/12/2024
Rosenthal | Henry Capital Advisors, Inc. 2023 Q4 1/12/2024
CGC Financial Services, LLC 2023 Q4 1/12/2024
Adams Asset Advisors, LLC 2023 Q4 1/12/2024
Sara-Bay Financial 2023 Q4 1/12/2024
Rockline Wealth Management, LLC 2023 Q4 1/12/2024
FIDELITY D & D BANCORP INC 2023 Q4 1/12/2024
AVALON CAPITAL MANAGEMENT 2023 Q4 1/12/2024
SUMMIT PARTNERS L P 2023 Q4 1/12/2024
Summit Financial Group, Inc. 2023 Q4 1/12/2024
Westside Investment Management, Inc. 2023 Q4 1/12/2024
New Hampshire Trust 2023 Q4 1/12/2024
Independent Wealth Network Inc. 2023 Q4 1/12/2024
Aikya Investment Management Ltd 2023 Q4 1/12/2024
CX Institutional 2023 Q4 1/12/2024
McGuire Investment Group, LLC 2023 Q4 1/12/2024
SkyOak Wealth, LLC 2023 Q4 1/12/2024
INDEPENDENT INVESTORS INC 2023 Q4 1/12/2024