Latest 13F Filings

Since 4/1/2024

Manager Period Date Filed
Morton Capital Management LLC/CA 2024 Q1 4/12/2024
Wealth Management Partners, LLC 2024 Q1 4/12/2024
Capital Advisors Wealth Management, LLC 2024 Q1 4/12/2024
Nepsis Inc. 2024 Q1 4/12/2024
Charles Schwab Trust Co 2024 Q1 4/12/2024
Unison Advisors LLC 2024 Q1 4/12/2024
McNaughton Wealth Management, LLC 2024 Q1 4/12/2024
Strong Tower Advisory Services 2024 Q1 4/12/2024
Crane Advisory, LLC 2024 Q1 4/12/2024
Salvus Wealth Management, LLC 2024 Q1 4/12/2024
Austin Private Wealth, LLC 2024 Q1 4/12/2024
CYPRESS FINANCIAL PLANNING LLC 2024 Q1 4/12/2024
Ignite Planners, LLC 2024 Q1 4/12/2024
Navalign, LLC 2024 Q1 4/12/2024
Von Berge Wealth Management Group, LLC 2024 Q1 4/12/2024
INSPIRION WEALTH ADVISORS, LLC 2024 Q1 4/12/2024
Community Bank of Raymore 2024 Q1 4/12/2024
Affinity Capital Advisors, LLC 2024 Q1 4/12/2024
Beech Hill Advisors, Inc. 2024 Q1 4/12/2024
Evanson Asset Management, LLC 2024 Q1 4/12/2024
Fourth Sail Capital LP 2024 Q1 4/12/2024
Retirement Planning Group, LLC 2024 Q1 4/12/2024
Quad-Cities Investment Group, LLC 2024 Q1 4/12/2024
Dynamic Advisor Solutions LLC 2024 Q1 4/12/2024
Wallace Advisory Group, LLC 2024 Q1 4/12/2024
Legacy Wealth Management, Inc 2024 Q1 4/12/2024
Financial Designs Corp 2024 Q1 4/12/2024
Northwest Quadrant Wealth Management, LLC 2024 Q1 4/12/2024
BOURNE LENT ASSET MANAGEMENT INC 2024 Q1 4/12/2024
Lion Street Advisors, LLC 2024 Q1 4/12/2024
West Coast Financial LLC 2024 Q1 4/12/2024
Fermata Advisors, LLC 2024 Q1 4/12/2024
Mechanics Bank Trust Department 2024 Q1 4/12/2024
Triad Investment Management 2024 Q1 4/12/2024
FACTORY MUTUAL INSURANCE CO 2024 Q1 4/12/2024
Gilman Hill Asset Management, LLC 2024 Q1 4/12/2024
Curated Wealth Partners LLC 2024 Q1 4/12/2024
Riverview Trust Co 2024 Q1 4/12/2024
Flower City Capital 2024 Q1 4/12/2024
Annex Advisory Services, LLC 2024 Q1 4/12/2024
GATEWAY INVESTMENT ADVISERS LLC 2024 Q1 4/12/2024
BONNESS ENTERPRISES INC 2024 Q1 4/12/2024
CENTRAL VALLEY ADVISORS, LLC 2024 Q1 4/12/2024
JACOBS & CO/CA 2024 Q1 4/12/2024
Columbus Macro, LLC 2024 Q1 4/12/2024
Sarasin & Partners LLP 2024 Q1 4/12/2024
DLK Investment Management, LLC 2024 Q1 4/12/2024
New England Professional Planning Group Inc. 2024 Q1 4/12/2024
Priebe Wealth Holdings LLC 2024 Q1 4/12/2024
Exchange Bank 2024 Q1 4/12/2024
ARGA Investment Management, LP 2024 Q1 4/12/2024
Hoxton Planning & Management, LLC 2024 Q1 4/12/2024
IMC-Chicago, LLC 2024 Q1 4/12/2024
Lane & Associates LLC 2023 Q3 4/12/2024
Lane & Associates LLC 2023 Q2 4/12/2024
Gleason Group, Inc. 2024 Q1 4/12/2024
Parkside Investments, LLC 2024 Q1 4/12/2024
BAKER BOYER NATIONAL BANK 2024 Q1 4/12/2024
Systelligence, LLC 2024 Q1 4/12/2024
Game Plan Financial Advisors, LLC 2024 Q1 4/12/2024
NORTHWEST INVESTMENT COUNSELORS, LLC 2024 Q1 4/12/2024
Weiss Multi-Strategy Advisers LLC 2024 Q1 4/12/2024
STEPH & CO 2024 Q1 4/12/2024
Lane & Associates LLC 2023 Q1 4/12/2024
Lane & Associates LLC 2022 Q4 4/12/2024
Global Trust Asset Management, LLC 2024 Q1 4/12/2024
CHICAGO TRUST Co NA 2024 Q1 4/12/2024
Game Plan Financial Advisors, LLC 2023 Q4 4/12/2024
Lane & Associates LLC 2024 Q1 4/12/2024
First PREMIER Bank 2024 Q1 4/12/2024
FIRST FINANCIAL CORP /IN/ 2024 Q1 4/12/2024
Shorepath Capital Management LLC 2024 Q1 4/12/2024
AdvisorNet Financial, Inc 2024 Q1 4/12/2024
DELTA CAPITAL MANAGEMENT LLC 2024 Q1 4/12/2024
waypoint wealth counsel 2024 Q1 4/12/2024
DNB Asset Management AS 2024 Q1 4/12/2024
A. D. Beadell Investment Counsel, Inc. 2024 Q1 4/12/2024
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 2024 Q1 4/12/2024
BALDWIN BROTHERS LLC/MA 2024 Q1 4/12/2024
CHANNEL WEALTH LLC 2024 Q1 4/12/2024
Trinity Street Asset Management LLP 2024 Q1 4/12/2024
B & T Capital Management DBA Alpha Capital Management 2024 Q1 4/12/2024
TILIA FIDUCIARY PARTNERS, INC. 2024 Q1 4/12/2024
Ausdal Financial Partners, Inc. 2024 Q1 4/12/2024
Capricorn Fund Managers Ltd 2024 Q1 4/12/2024
ARMSTRONG ADVISORY GROUP, INC 2024 Q1 4/12/2024
Guinness Atkinson Asset Management Inc 2024 Q1 4/12/2024
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2024 Q1 4/12/2024
LBMC INVESTMENT ADVISORS, LLC 2024 Q1 4/12/2024
FCF Advisors LLC 2024 Q1 4/12/2024
CHERRYDALE WEALTH MANAGEMENT, LLC 2024 Q1 4/12/2024
True North Advisors, LLC 2024 Q1 4/12/2024
Westend Capital Management, LLC 2024 Q1 4/12/2024
Murphy Pohlad Asset Management LLC 2024 Q1 4/12/2024
Bridge City Capital, LLC 2024 Q1 4/12/2024
CALEDONIA INVESTMENTS PLC 2024 Q1 4/12/2024
Metropolis Capital Ltd 2024 Q1 4/12/2024
STRATEGIC PLANNING GROUP, LLC 2023 Q4 4/11/2024
FACTORIAL MANAGEMENT Ltd 2024 Q1 4/12/2024
APEIRON CAPITAL Ltd 2024 Q1 4/11/2024