Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Ironwood Investment Counsel, LLC 2026 Q2 8/5/2026
Mowery & Schoenfeld Wealth Management, LLC 2026 Q2 8/5/2026
Gold Investment Management Ltd. 2026 Q2 8/5/2026
PFC CAPITAL GROUP, INC. 2026 Q2 8/5/2026
LIBERTY WEALTH MANAGEMENT LLC 2026 Q2 8/5/2026
Yong Rong (HK) Asset Management Ltd 2026 Q2 8/5/2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2026 Q2 8/5/2026
WIM INVESTMENT MANAGEMENT Ltd 2026 Q2 8/5/2026
Evernest Financial Advisors, LLC 2026 Q2 8/5/2026
DecisionPoint Financial, LLC 2026 Q2 8/5/2026
AlTi Global, Inc. 2026 Q2 8/5/2026
BLB&B Advisors, LLC 2026 Q2 8/5/2026
RIK SAYLOR FINANCIAL, INC. 2026 Q2 8/5/2026
Vigil Wealth Management, LLC 2026 Q2 8/5/2026
Gruss & Co., LLC 2026 Q2 8/5/2026
Paragon Capital Management LLC 2026 Q2 8/5/2026
Weil Company, Inc. 2026 Q2 8/5/2026
TANDEMGROWTH FINANCIAL ADVISORS LLC 2026 Q2 8/5/2026
Alexander Randolph Advisory, Inc. 2026 Q2 8/5/2026
NorthStar Asset Management LLC /NJ/ 2026 Q2 8/5/2026
Up Capital Management, Inc. 2026 Q2 8/5/2026
Advisor OS, LLC 2026 Q2 8/5/2026
Pier Capital, LLC 2026 Q2 8/5/2026
HighTower Advisors, LLC 2026 Q2 8/5/2026
Journey Beyond Wealth, LLC 2026 Q2 8/5/2026
Goehring & Rozencwajg Associates, LLC 2026 Q2 8/5/2026
Retirement Planning Group, LLC 2026 Q2 8/5/2026
Walter Public Investments Inc. 2026 Q2 8/5/2026
SFE Investment Counsel 2026 Q2 8/5/2026
Bridgewater Advisors Inc. 2026 Q2 8/5/2026
Triton Wealth Management, PLLC 2026 Q2 8/5/2026
TBH Global Asset Management, LLC 2026 Q2 8/5/2026
Renaissance Capital LLC 2026 Q2 8/5/2026
WealthSpring Partners, LLC 2026 Q2 8/5/2026
Convergence Financial, LLC 2026 Q2 8/5/2026
SMH CAPITAL ADVISORS INC 2026 Q2 8/5/2026
DONALDSON CAPITAL MANAGEMENT, LLC 2026 Q2 8/5/2026
Brown University 2026 Q2 8/5/2026
CHECK CAPITAL MANAGEMENT INC/CA 2026 Q2 - NEW HOLDINGS 8/5/2026
Fourth Sail Capital LP 2026 Q2 8/5/2026
Risk Paradigm Group, LLC 2026 Q2 8/5/2026
Aspire Capital Advisors LLC 2026 Q2 8/5/2026
Norris Financial Group, LLC 2026 Q2 8/5/2026
STONEBRIDGE ADVISORS LLC 2026 Q2 8/5/2026
COLRAIN CAPITAL LLC 2026 Q2 8/5/2026
LTG Capital LLC 2026 Q2 8/5/2026
SPIREPOINT PRIVATE CLIENT, LLC 2026 Q2 8/5/2026
Linden Rose Investment LLC 2026 Q2 8/5/2026
Andina Capital Management, LLC 2026 Q2 8/5/2026
Cane Capital Partners, LLC 2026 Q2 8/5/2026
RPg Family Wealth Advisory, LLC 2026 Q2 - NEW HOLDINGS 8/5/2026
CALDWELL SUTTER CAPITAL, INC. 2026 Q2 8/5/2026
Innovative Asset Advisors Group, LLC 2026 Q2 8/5/2026
Mustard Seed Financial, LLC 2026 Q2 8/5/2026
Mechanics Financial Corp 2026 Q2 8/5/2026
First Nebraska Trust Co 2009 Q3 8/5/2026
OFC FINANCIAL PLANNING, LLC 2026 Q2 8/5/2026
MOSAIC FAMILY WEALTH PARTNERS, LLC 2026 Q2 8/5/2026
INTRUST BANK NA 2026 Q2 8/5/2026
Kinsale Capital Group, Inc. 2026 Q2 8/5/2026
Ellis Investment Partners, LLC 2026 Q2 8/5/2026
Gray Foundation 2026 Q2 8/5/2026
Icon Wealth Advisors, LLC 2026 Q2 8/5/2026
Tamar Securities, LLC 2026 Q2 8/5/2026
PRAIRIEVIEW WEALTH PARTNERS, LLC 2026 Q2 8/5/2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC 2026 Q2 8/5/2026
Stone House Investment Management, LLC 2026 Q2 8/5/2026
Hackensack Meridian Health, Inc. 2026 Q2 8/5/2026
OPAL CAPITAL LLC 2026 Q2 8/5/2026
Delta Accumulation, LLC 2026 Q2 8/5/2026
Capital Analysts, LLC 2026 Q2 8/5/2026
LANE BROTHERS & CO INC 2026 Q2 8/5/2026
Virtue Capital Management, LLC 2026 Q2 8/5/2026
First Nebraska Trust Co 2009 Q4 8/5/2026
Fusion Capital, LLC 2026 Q2 8/5/2026
Meridian Wealth Management, LLC 2026 Q2 8/5/2026
RIDGECREST WEALTH PARTNERS, LLC 2026 Q2 8/5/2026
VICUS CAPITAL 2026 Q2 8/5/2026
Hilltop Partners LLC 2026 Q2 8/5/2026
Argent Advisors, Inc. 2026 Q2 8/5/2026
BROOKTREE CAPITAL MANAGEMENT 2026 Q2 8/5/2026
PAX Financial Group, LLC 2026 Q2 8/5/2026
Magnolia Private Wealth, LLC 2026 Q2 8/5/2026
Insight Advisors, LLC/ PA 2026 Q2 8/5/2026
Moran Wealth Management, LLC 2026 Q2 8/5/2026
Centerpoint Advisors, LLC 2026 Q2 8/5/2026
Fort Sheridan Advisors LLC 2026 Q2 8/5/2026
Strata Wealth Advisors, LLC 2026 Q2 8/5/2026
CoreFirst Bank & Trust 2026 Q2 8/5/2026
Cornerstone Select Advisors, LLC 2026 Q2 8/5/2026
Marest Capital, LLC 2026 Q2 8/5/2026
VANTAGEPOINT INVESTMENT ADVISERS LLC 2026 Q2 8/5/2026
KMT WEALTH MANAGEMENT, LLC 2026 Q2 8/5/2026
First Eagle Investment Management, LLC 2026 Q2 8/5/2026
Maestria Partners LLC 2026 Q2 8/5/2026
IFC Advisors LLC 2026 Q2 8/5/2026
Go Invest LLC 2025 Q4 8/5/2026
Midwest Professional Planners, LTD. 2026 Q2 8/5/2026
Leith Wheeler Investment Counsel Ltd. 2026 Q2 8/5/2026
Transcendent Capital Group LLC 2026 Q2 8/5/2026