Latest 13F Filings

Since 1/1/2024

Manager Period Date Filed
Aquire Wealth Advisors, LLC 2023 Q4 1/11/2024
Brookstone Capital Management 2023 Q4 1/11/2024
Cascade Investment Advisors, Inc. 2023 Q4 1/11/2024
HALL LAURIE J TRUSTEE 2023 Q4 1/11/2024
Hudson Capital Management LLC 2023 Q4 1/11/2024
Horrell Capital Management, Inc. 2023 Q4 1/11/2024
MARSHALL & SULLIVAN INC /WA/ 2023 Q4 1/11/2024
P/E Global LLC 2023 Q4 1/11/2024
First Citizens Financial Corp 2023 Q4 1/11/2024
Praetorian Wealth Management, Inc. 2023 Q4 1/11/2024
Ausdal Financial Partners, Inc. 2023 Q4 1/11/2024
ROCKLAND TRUST CO 2023 Q4 1/11/2024
COMMUNITY TRUST & INVESTMENT CO 2023 Q4 1/11/2024
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 2023 Q4 1/11/2024
FORVIS Wealth Advisors, LLC 2023 Q4 1/11/2024
Grey Street Capital, LLC 2023 Q4 1/11/2024
Vest Financial, LLC 2023 Q4 1/11/2024
BANTA ASSET MANAGEMENT LP 2023 Q4 1/11/2024
Shulman DeMeo Asset Management LLC 2023 Q4 1/11/2024
PACIFIC SUN FINANCIAL CORP 2023 Q3 1/11/2024
Affinity Capital Advisors, LLC 2023 Q4 1/11/2024
CHAPIN DAVIS, INC. 2023 Q4 1/11/2024
Eldred Rock Partners, LLC 2023 Q4 1/11/2024
Chesley Taft & Associates LLC 2023 Q4 1/11/2024
West Coast Financial LLC 2023 Q4 1/11/2024
Ullmann Wealth Partners Group, LLC 2023 Q4 1/11/2024
FOCUS Wealth Advisors, LLC 2023 Q4 1/11/2024
Bouvel Investment Partners, LLC 2023 Q4 1/11/2024
Edge Wealth Management LLC 2023 Q4 1/11/2024
JEPPSON WEALTH MANAGEMENT, LLC 2023 Q4 1/11/2024
RESOURCE CONSULTING GROUP INC 2023 Q4 1/11/2024
Intergy Private Wealth, LLC 2023 Q4 1/11/2024
EPIQ PARTNERS, LLC 2023 Q4 1/11/2024
626 Financial, LLC 2023 Q4 1/11/2024
Willis Investment Counsel 2023 Q4 1/11/2024
West Financial Advisors, LLC 2023 Q4 1/11/2024
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2023 Q4 1/11/2024
Single Point Partners, LLC 2023 Q4 1/11/2024
MOODY NATIONAL BANK TRUST DIVISION 2023 Q4 1/11/2024
OneAscent Wealth Management LLC 2023 Q4 1/11/2024
WHITTIER TRUST CO OF NEVADA INC 2023 Q4 1/11/2024
OneAscent Financial Services LLC 2023 Q4 1/11/2024
WHITTIER TRUST CO 2023 Q4 1/11/2024
Arkfeld Wealth Strategies, L.L.C. 2023 Q4 1/11/2024
AVITY INVESTMENT MANAGEMENT INC. 2023 Q4 1/11/2024
Grandview Asset Management LLC 2023 Q4 1/11/2024
Talbot Financial, LLC 2023 Q4 1/11/2024
Ridgewood Investments LLC 2023 Q4 1/11/2024
R.H. Dinel Investment Counsel, Inc. 2023 Q4 1/11/2024
Advisory Resource Group 2023 Q4 1/11/2024
Gulf International Bank (UK) Ltd 2023 Q4 1/11/2024
Timber Creek Capital Management LLC 2023 Q4 1/11/2024
Exchange Bank 2023 Q4 1/11/2024
Ervin Investment Management, LLC 2023 Q4 1/11/2024
DROMS STRAUSS ADVISORS INC /MO/ /ADV 2023 Q4 1/11/2024
BluePath Capital Management, LLC 2023 Q4 1/11/2024
AEGON ASSET MANAGEMENT UK Plc 2023 Q4 1/11/2024
Crestmont Private Wealth LLC 2023 Q4 1/11/2024
BKM Wealth Management, LLC 2023 Q4 - RESTATEMENT 1/11/2024
NORTHWESTERN UNIVERSITY 2023 Q4 1/11/2024
TrueMark Investments, LLC 2023 Q4 1/11/2024
Radnor Capital Management, LLC 2023 Q4 1/11/2024
UNIQUE WEALTH, LLC 2023 Q4 1/11/2024
BCS Wealth Management 2023 Q4 1/11/2024
NAPLES GLOBAL ADVISORS, LLC 2023 Q4 1/11/2024
Bremer Bank National Association 2023 Q4 1/11/2024
ShankerValleau Wealth Advisors, Inc. 2023 Q4 1/11/2024
Whitford Management LLC 2022 Q4 - NEW HOLDINGS 1/11/2024
GenWealth Group, Inc. 2023 Q4 1/11/2024
PENSIOENFONDS RAIL & OV 2023 Q4 1/11/2024
Ziegler Capital Management, LLC 2023 Q4 1/11/2024
Source Financial Advisors LLC 2023 Q4 1/11/2024
Thomasville National Bank 2023 Q4 1/11/2024
Handelsinvest Investeringsforvaltning 2023 Q4 1/11/2024
KWMG, LLC 2023 Q4 1/11/2024
Atwater Malick LLC 2023 Q4 1/11/2024
ORRSTOWN FINANCIAL SERVICES INC 2023 Q4 1/11/2024
Pflug Koory, LLC 2023 Q4 1/10/2024
Melia Wealth LLC 2023 Q4 1/10/2024
ARMSTRONG HENRY H ASSOCIATES INC 2023 Q4 1/10/2024
Ausbil Investment Management Ltd 2023 Q4 1/10/2024
Bruce G. Allen Investments, LLC 2023 Q4 1/10/2024
Neumann Advisory Hong Kong Ltd 2023 Q4 1/10/2024
Prentice Wealth Management LLC 2023 Q4 1/10/2024
McElhenny Sheffield Capital Management, LLC 2023 Q4 1/10/2024
Cypress Wealth Services, LLC 2023 Q4 1/10/2024
Crescent Sterling, Ltd. 2023 Q4 1/10/2024
Range Financial Group LLC 2023 Q4 1/10/2024
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2023 Q4 1/10/2024
Strategic Investment Advisors / MI 2023 Q4 1/10/2024
MOULTON WEALTH MANAGEMENT, INC 2023 Q4 1/10/2024
Winthrop Advisory Group LLC 2023 Q4 1/10/2024
SANDER CAPITAL ADVISORS INC 2023 Q4 1/10/2024
City State Bank 2023 Q4 1/10/2024
M. Kraus & Co 2023 Q4 1/10/2024
Fulcrum Capital LLC 2023 Q4 1/10/2024
Meritas Wealth Management, LLC 2023 Q4 1/10/2024
MOLLER FINANCIAL SERVICES 2023 Q4 1/10/2024
North Star Investment Management Corp. 2023 Q4 1/10/2024
CREATIVE FINANCIAL DESIGNS INC /ADV 2023 Q4 1/10/2024