Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 2026 Q2 7/29/2026
Beacon Capital Management, LLC 2026 Q2 7/29/2026
Nicholson Wealth Management Group, LLC 2026 Q2 7/29/2026
Paragon Advisors, LLC 2026 Q2 7/29/2026
Jacobsen Capital Management 2026 Q2 7/29/2026
Saiph Capital, LLC 2026 Q2 7/29/2026
HOURGLASS CAPITAL, LLC 2026 Q2 7/29/2026
TIFF ADVISORY SERVICES, LLC 2026 Q2 7/29/2026
Wingate Wealth Advisors, Inc. 2026 Q2 7/29/2026
CULLINAN ASSOCIATES INC 2026 Q2 7/29/2026
ES4, LLC 2026 Q2 7/29/2026
Solutions 4 Wealth, Ltd 2026 Q2 7/29/2026
Ethic Inc. 2026 Q2 7/29/2026
Corundum Trust Company, INC 2026 Q2 7/29/2026
VALLEY NATIONAL ADVISERS INC 2026 Q2 7/29/2026
USAdvisors Wealth Management, LLC 2026 Q2 7/29/2026
DUPONT CAPITAL MANAGEMENT CORP 2026 Q2 7/29/2026
Main Street Research LLC 2026 Q2 7/29/2026
Core Wealth Management, Inc. 2026 Q2 7/29/2026
SCHMIDT P J INVESTMENT MANAGEMENT INC 2026 Q2 7/29/2026
EULAV Asset Management 2026 Q2 7/29/2026
FISHMAN JAY A LTD/MI 2026 Q2 7/29/2026
Kampmann Melissa S. 2026 Q2 7/29/2026
ACR Alpine Capital Research, LLC 2026 Q2 7/29/2026
Stegent Equity Advisors, Inc. 2026 Q2 7/29/2026
Advisory Solutions Group, LLC 2026 Q2 7/29/2026
Heritage Family Offices, LLP 2026 Q2 7/29/2026
First Nebraska Trust Co 2011 Q3 7/29/2026
ALPS ADVISORS INC 2026 Q2 7/29/2026
United Advisor Group, LLC 2026 Q2 7/29/2026
RESOLUTE CAPITAL, LLC 2026 Q2 7/29/2026
AZZAD ASSET MANAGEMENT INC /ADV 2026 Q2 7/29/2026
CAPITAL MANAGEMENT CORP /VA 2026 Q2 7/29/2026
DAVIDSON TRUST CO 2026 Q2 7/29/2026
ACT CAPITAL MANAGEMENT, LLC 2026 Q2 7/29/2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. 2026 Q2 7/29/2026
Evolution Wealth Advisors, LLC 2026 Q2 7/29/2026
Team Hewins, LLC 2026 Q2 7/29/2026
Washington Trust Advisors, Inc. 2026 Q2 7/29/2026
SHARPEPOINT LLC 2026 Q2 7/29/2026
Financial Network Wealth Advisors LLC 2026 Q2 7/29/2026
Guardian Partners Inc. 2026 Q2 7/29/2026
Ruedi Wealth Management, Inc. 2026 Q2 7/29/2026
Fiduciary Wealth Partners, LLC 2026 Q2 7/29/2026
NEW YORK STATE COMMON RETIREMENT FUND 2026 Q2 7/29/2026
Coign Capital Advisors LLC 2026 Q2 7/29/2026
NORDEN GROUP LLC 2026 Q2 7/29/2026
Broyhill Asset Management, LLC 2026 Q2 7/29/2026
First Nebraska Trust Co 2011 Q4 7/29/2026
Amtrust Financial Services, Inc. 2026 Q2 7/29/2026
HB Wealth Management, LLC 2026 Q2 7/29/2026
Elevation Wealth Management LLC 2026 Q2 7/29/2026
Coquina Private Wealth LLC 2026 Q2 7/29/2026
HOGE FINANCIAL SERVICES, LLC 2026 Q2 7/29/2026
Glenorchy Capital Ltd 2026 Q2 7/29/2026
RiverFront Investment Group, LLC 2026 Q2 7/29/2026
Summit Place Financial Advisors, LLC 2026 Q2 7/29/2026
Advocacy Wealth Management, LLC 2026 Q2 7/29/2026
Galvin, Gaustad & Stein, LLC 2026 Q2 7/29/2026
Verdence Capital Advisors LLC 2026 Q2 7/29/2026
CANTILLON CAPITAL MANAGEMENT LLC 2026 Q2 7/29/2026
Impact Partnership Wealth, LLC 2026 Q2 7/29/2026
Stephens Investment Management Group LLC 2026 Q2 7/29/2026
First Western Trust Bank 2026 Q2 7/29/2026
Riggs Asset Managment Co. Inc. 2026 Q2 7/29/2026
Root Financial Partners, LLC 2026 Q2 7/29/2026
JB Capital LLC 2026 Q2 7/29/2026
THOMPSON DAVIS & CO., INC. 2026 Q2 7/29/2026
MORRIS FINANCIAL CONCEPTS, INC. 2026 Q2 7/29/2026
STEPHENS INC /AR/ 2026 Q2 7/29/2026
Legacy Capital Group California, Inc. 2026 Q2 7/29/2026
Equita Financial Network, Inc. 2026 Q2 7/29/2026
Smart Money Group LLC 2026 Q2 7/29/2026
JAG CAPITAL MANAGEMENT, LLC 2026 Q2 7/29/2026
RFG HOLDINGS, INC. 2026 Q2 7/29/2026
Fee-Only Financial Planning, L.C. 2026 Q2 7/29/2026
3Chopt Investment Partners, LLC 2026 Q2 7/29/2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 2026 Q2 7/29/2026
Mithaq Capital SPC 2026 Q2 7/29/2026
REXFORD CAPITAL INC 2026 Q2 7/29/2026
Cornerstone Advisory, LLC 2026 Q2 7/29/2026
Alphinity Investment Management Pty Ltd 2026 Q2 7/29/2026
Hubbell Strickland Wealth Management, LLC 2026 Q2 7/29/2026
Connecticut Wealth Management, LLC 2026 Q2 7/29/2026
M. Kraus & Co 2026 Q2 7/29/2026
BEAM WEALTH ADVISORS, INC. 2026 Q2 - RESTATEMENT 7/29/2026
Illumine Investment Management, LLC 2026 Q2 7/29/2026
Elm3 Financial Group, LLC 2026 Q2 7/29/2026
Channing Capital Management, LLC 2026 Q2 7/29/2026
Bedel Financial Consulting, Inc. 2026 Q2 7/29/2026
BKM Wealth Management, LLC 2026 Q2 7/29/2026
Tencap Wealth Coaching, LLC 2026 Q2 7/29/2026
Main Street Financial Solutions, LLC 2026 Q1 7/29/2026
PARNASSUS INVESTMENTS, LLC 2026 Q2 7/29/2026
Swiss Life Asset Management Ltd 2026 Q2 7/29/2026
CapitalatWork S.A. 2026 Q2 7/29/2026
Mach-1 Financial Group, LLC 2026 Q2 7/29/2026
Investment Advisory Services Group LLC 2026 Q2 7/29/2026
Hanson & Doremus Investment Management 2026 Q2 7/29/2026
Headland Capital, LLC 2026 Q2 7/29/2026