Latest 13F Filings

Since 4/1/2024

Manager Period Date Filed
ARBOR TRUST WEALTH ADVISORS, LLC 2024 Q1 4/15/2024
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2024 Q1 4/15/2024
Galvin, Gaustad & Stein, LLC 2024 Q1 4/15/2024
1858 WEALTH MANAGEMENT, LLC 2024 Q1 4/15/2024
CX Institutional 2024 Q1 4/15/2024
FIRST CITIZENS BANK & TRUST CO 2024 Q1 4/15/2024
Concurrent Investment Advisors, LLC 2023 Q4 4/15/2024
OLD NATIONAL BANCORP /IN/ 2024 Q1 4/15/2024
Cedrus LLC 2024 Q1 4/15/2024
Apeiron RIA LLC 2024 Q1 4/15/2024
Andina Capital Management, LLC 2024 Q1 4/15/2024
Manning & Napier Group, LLC 2024 Q1 4/15/2024
Capitol Family Office, Inc. 2024 Q1 4/15/2024
Falcon Wealth Planning 2024 Q1 4/15/2024
Chicago Capital, LLC 2024 Q1 4/15/2024
L. Roy Papp & Associates, LLP 2024 Q1 4/15/2024
EXCHANGE TRADED CONCEPTS, LLC 2024 Q1 4/15/2024
Taylor & Morgan Wealth Management, LLC 2024 Q1 4/15/2024
TruWealth Advisors, LLC 2024 Q1 4/15/2024
Robinson Value Management, Ltd. 2024 Q1 4/15/2024
Verde Capital Management 2024 Q1 4/15/2024
Atlas Private Wealth Management, LLC 2024 Q1 4/15/2024
Allen Capital Group, LLC 2024 Q1 4/15/2024
Vivid Wealth Management, LLC 2024 Q1 4/15/2024
Wela Strategies, Inc. 2024 Q1 4/15/2024
Wealth Alliance Advisory Group, LLC 2024 Q1 4/15/2024
UNIVERSITY OF CHICAGO 2024 Q1 4/15/2024
DBK Financial Counsel, LLC 2024 Q1 4/15/2024
Capital Investment Advisors, LLC 2024 Q1 4/15/2024
LVM CAPITAL MANAGEMENT LTD/MI 2024 Q1 4/15/2024
Ellsworth Advisors, LLC 2024 Q1 4/15/2024
RICHELIEU GESTION SA 2024 Q1 4/15/2024
Security National Bank 2024 Q1 4/15/2024
Diversified Investment Strategies, LLC 2024 Q1 4/15/2024
Cooksen Wealth, LLC 2024 Q1 4/15/2024
PENSIOENFONDS RAIL & OV 2024 Q1 4/15/2024
First Bancorp, Inc /ME/ 2024 Q1 4/15/2024
KWMG, LLC 2024 Q1 4/15/2024
Arkfeld Wealth Strategies, L.L.C. 2024 Q1 4/15/2024
WEST PACES ADVISORS INC. 2024 Q1 4/15/2024
NIPPON LIFE INSURANCE CO 2024 Q1 4/15/2024
TB Alternative Assets Ltd. 2024 Q1 4/15/2024
F&V Capital Management, LLC 2024 Q1 4/15/2024
Ayalon Insurance Comp Ltd. 2024 Q1 4/15/2024
Sound Income Strategies, LLC 2024 Q1 4/15/2024
DOLIVER ADVISORS, LP 2024 Q1 4/12/2024
Perkins Coie Trust Co 2024 Q1 4/12/2024
MILLER HOWARD INVESTMENTS INC /NY 2024 Q1 4/12/2024
Nova R Wealth, Inc. 2024 Q1 4/12/2024
IRONWOOD WEALTH MANAGEMENT, INC. 2024 Q1 4/12/2024
BlueSky Wealth Advisors, LLC 2024 Q1 4/12/2024
Kaydan Wealth Management, Inc. 2024 Q1 4/12/2024
Capital Planning LLC 2024 Q1 4/12/2024
Whitaker-Myers Wealth Managers, LTD. 2024 Q1 4/12/2024
Allen Mooney & Barnes Investment Advisors LLC 2024 Q1 4/12/2024
Vida Ventures Advisors, LLC 2024 Q1 4/12/2024
Worth Asset Management, LLC 2024 Q1 4/12/2024
Roth Financial Partners LLC 2024 Q1 4/12/2024
Traynor Capital Management, Inc. 2024 Q1 4/12/2024
PEAK FINANCIAL ADVISORS LLC 2024 Q1 4/12/2024
Carlson Capital Management 2024 Q1 4/12/2024
STRATEGIC PLANNING GROUP, LLC 2024 Q1 4/12/2024
Lloyd Advisory Services, LLC. 2024 Q1 4/12/2024
Beacon Wealthcare LLC 2024 Q1 4/12/2024
Cohen Klingenstein LLC 2024 Q1 4/12/2024
CGN Advisors LLC 2024 Q1 4/12/2024
Pacifica Partners Inc. 2024 Q1 4/12/2024
CMH Wealth Management LLC 2024 Q1 4/12/2024
HARBOR INVESTMENT ADVISORY, LLC 2024 Q1 4/12/2024
Financial Synergies Wealth Advisors, Inc. 2024 Q1 4/12/2024
Global Assets Advisory, LLC 2024 Q1 4/12/2024
Southland Equity Partners LLC 2024 Q1 4/12/2024
GP Brinson Investments LLC 2024 Q1 4/12/2024
Range Financial Group LLC 2024 Q1 4/12/2024
Divergent Planning, LLC 2024 Q1 4/12/2024
Keystone Wealth Services, LLC 2024 Q1 4/12/2024
Axiom Advisory, LLC 2024 Q1 4/12/2024
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