Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 7/1/2026.

Manager Period Date filed
CHASE INVESTMENT COUNSEL CORP 2026 Q2 8/6/2026
Old West Investment Management, LLC 2026 Q2 8/6/2026
Three Arch Wealth Management LLC 2026 Q2 8/6/2026
FJ Investments, LLC 2026 Q2 8/6/2026
ARBOR CAPITAL MANAGEMENT INC /ADV 2026 Q2 8/6/2026
Rock Point Advisors, LLC 2026 Q2 8/6/2026
Geneos Wealth Management Inc. 2026 Q2 8/6/2026
NovaPoint Capital, LLC 2026 Q2 8/6/2026
Financial Concepts Unlimited, Inc. 2026 Q2 8/6/2026
Spectrum Wealth Advisory Group, LLC 2026 Q2 8/6/2026
ArborFi Advisors, LLC 2026 Q2 8/6/2026
Truffle Hound Capital, LLC 2026 Q2 8/6/2026
ALPINE ASSOCIATES MANAGEMENT INC. 2026 Q2 8/6/2026
Call To Action Foundation 2026 Q2 8/6/2026
AlphaCore Capital LLC 2026 Q2 8/6/2026
VERUS CAPITAL PARTNERS, LLC 2026 Q2 8/6/2026
Motley Fool Asset Management LLC 2026 Q2 8/6/2026
Motley Fool Wealth Management, LLC 2026 Q2 8/6/2026
Athena Investment Management 2026 Q2 8/6/2026
PANAGORA ASSET MANAGEMENT INC 2026 Q2 8/6/2026
Legato Capital Management LLC 2026 Q2 8/6/2026
Birchwood Financial Partners, Inc. 2026 Q2 8/6/2026
THRYVE WEALTH MANAGEMENT LLC 2026 Q2 8/6/2026
ZEVIN ASSET MANAGEMENT LLC 2026 Q2 8/6/2026
Berkeley Capital Partners, LLC 2026 Q2 8/6/2026
Ravenswood Partners LP 2026 Q2 8/6/2026
CNB Bank 2026 Q2 8/6/2026
Brick & Kyle, Associates 2026 Q2 8/6/2026
Northern Lights Advisors, Inc. 2026 Q2 8/6/2026
Hobbs Wealth Management, LLC 2026 Q2 8/6/2026
TD Capital Management LLC 2026 Q2 8/6/2026
ALPHA CAPITAL ADVISORS INC /ADV 2026 Q2 8/6/2026
Cypress Capital Management LLC (WY) 2026 Q2 8/6/2026
SHAPIRO CAPITAL MANAGEMENT LLC 2026 Q2 8/6/2026
Freedom Financial Partners LLC 2026 Q2 8/6/2026
SouthState Bank Corp 2026 Q2 8/6/2026
Tudor Financial Inc. 2026 Q2 8/6/2026
WILKINS INVESTMENT COUNSEL INC 2026 Q2 8/6/2026
Kagan Cocozza Asset Management 2026 Q2 8/6/2026
Simcoe Capital LLC 2026 Q2 8/6/2026
Madrid Financial Services 2026 Q2 8/6/2026
NICOLA WEALTH MANAGEMENT LTD. 2026 Q2 8/6/2026
James J. Burns & Company, LLC 2026 Q2 8/6/2026
GENEVA CAPITAL MANAGEMENT LLC 2026 Q2 8/6/2026
IAG Wealth Partners, LLC 2026 Q2 8/6/2026
SCS Capital Management LLC 2026 Q2 8/6/2026
Dodds Wealth, LLC 2026 Q2 8/6/2026
Lynch Asset Management, Inc. 2026 Q2 8/6/2026
AXQ CAPITAL, LP 2026 Q2 8/6/2026
SILVERLAKE WEALTH MANAGEMENT LLC 2026 Q2 8/6/2026
Sound Portfolio Advisors, LLC 2026 Q2 8/6/2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2026 Q2 8/6/2026
CORDA Investment Management, LLC. 2026 Q2 8/6/2026
Roberts Financial Services LLC 2026 Q2 8/6/2026
Sandro Wealth Management LLC 2026 Q2 8/6/2026
SBI Holdings USA, Inc. 2026 Q2 8/6/2026
Concentrum Wealth Management 2026 Q2 8/6/2026
Bank of New York Mellon Corp 2026 Q2 8/6/2026
Salus Financial Advisors, LLC 2026 Q2 8/6/2026
M3 Wealth Management, LLC 2026 Q2 8/6/2026
Prospect Financial Services LLC 2026 Q2 8/6/2026
Prospect Hill Management, LLC 2026 Q2 8/6/2026
Centric Wealth Management 2026 Q2 8/6/2026
FARLEY CAPITAL L.P. 2026 Q2 8/6/2026
PTM WEALTH MANAGEMENT, LLC 2026 Q2 8/6/2026
Leeward Financial Partners, LLC 2026 Q2 8/6/2026
Riverstone Advisors, LLC 2026 Q2 8/6/2026
CLEAR WAVE WEALTH MANAGEMENT LLC 2026 Q2 8/6/2026
PARADIGM ASSET MANAGEMENT CO LLC 2026 Q2 8/6/2026
United Financial Planning Group LLC 2026 Q2 8/6/2026
Plante Moran Financial Advisors, LLC 2026 Q2 8/6/2026
CINCINNATI FINANCIAL CORP 2026 Q2 8/6/2026
PW ADVISORS, LLC \ FL 2026 Q2 8/6/2026
State of Wyoming 2026 Q2 8/6/2026
Frontier Asset Management, LLC 2026 Q2 8/6/2026
Focus Partners Advisor Solutions, LLC 2026 Q2 8/6/2026
Private Advisory Group LLC 2026 Q2 8/6/2026
CINCINNATI INSURANCE CO 2026 Q2 8/6/2026
denkapparat Operations GmbH 2026 Q2 8/6/2026
BAILLIE GIFFORD & CO 2026 Q2 8/6/2026
CINCINNATI INDEMNITY CO 2026 Q2 8/6/2026
Clearwater Capital Advisors, LLC 2026 Q2 8/6/2026
Cincinnati Specialty Underwriters Insurance CO 2026 Q2 8/6/2026
Pettee Investors, Inc. 2026 Q2 8/6/2026
CSU Producer Resources, Inc. 2026 Q2 8/6/2026
ACORN CREEK CAPITAL LLC 2026 Q2 8/6/2026
O'Brien Greene & Co. Inc 2026 Q2 8/6/2026
LSV ASSET MANAGEMENT 2026 Q2 8/6/2026
Joseph Group Capital Management 2026 Q2 8/6/2026
CINCINNATI CASUALTY CO 2026 Q2 8/6/2026
Euro Pacific Asset Management, LLC 2026 Q2 8/6/2026
Leading Edge Financial Planning LLC 2026 Q2 8/6/2026
LIBRA WEALTH LLC 2026 Q2 8/6/2026
JOHNSON & JOHNSON 2026 Q2 8/6/2026
Maridea Wealth Management LLC 2026 Q2 8/6/2026
Clearstead Trust, LLC 2026 Q2 8/6/2026
Family Legacy, Inc. 2026 Q2 8/6/2026
OakTrust Wealth Advisors, LLC 2026 Q2 8/6/2026
One Wealth Advisors, LLC 2026 Q2 8/6/2026
TFR Capital, LLC. 2026 Q2 8/6/2026