Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 4/1/2026.

Manager Period Date filed
Fairfield Financial Advisors, LTD 2026 Q1 4/27/2026
Independent Solutions Wealth Management, LLC 2026 Q1 4/27/2026
NVWM, LLC 2026 Q1 4/27/2026
FSA WEALTH PARTNERS, INC. 2026 Q1 4/27/2026
Ulland Investment Advisors, LLC 2026 Q1 4/27/2026
Mosley Wealth Management 2026 Q1 4/27/2026
Western Reserve Capital Management, LLC 2026 Q1 4/27/2026
Adams Asset Advisors, LLC 2026 Q1 4/27/2026
Rochester Wealth Strategies, LLC 2026 Q1 4/27/2026
MKA Charitable Fund 2026 Q1 4/27/2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2026 Q1 4/27/2026
ALBION FINANCIAL GROUP /UT 2026 Q1 4/27/2026
RWC ASSET ADVISORS (US) LLC 2026 Q1 4/27/2026
Allied Investment Advisors, LLC 2026 Q1 4/27/2026
Dominguez Wealth Management Solutions, Inc. 2026 Q1 4/27/2026
ATLas Financial Planning LLC 2026 Q1 4/27/2026
BEACON ADVISORS HOLDINGS, LLC 2026 Q1 4/27/2026
FULTON BREAKEFIELD BROENNIMAN LLC 2026 Q1 4/27/2026
University of Cambridge Investment Management Ltd 2026 Q1 4/27/2026
Benchmark Financial Wealth Advisors, LLC 2026 Q1 4/27/2026
JB Capital LLC 2026 Q1 4/27/2026
Meredith Wealth Planning 2026 Q1 4/27/2026
COMMONWEALTH EQUITY SERVICES, LLC 2026 Q1 4/27/2026
Financial Planning Fort Collins, LLC 2026 Q1 4/27/2026
AMG Asset Management Group, Inc. 2026 Q1 4/27/2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2026 Q1 4/27/2026
Bulltick Wealth Management, LLC 2026 Q1 4/27/2026
FF Advisors,LLC 2026 Q1 4/27/2026
DENVER WEALTH MANAGEMENT, INC. 2026 Q1 4/27/2026
BYRNE FINANCIAL FREEDOM, LLC 2026 Q1 4/27/2026
Colonial River Investments, LLC 2026 Q1 4/27/2026
Hi-Line Capital Management, LLC 2026 Q1 4/27/2026
HTG Investment Advisors, Inc. 2026 Q1 4/27/2026
CAPE ANN SAVINGS BANK 2026 Q1 4/27/2026
ELEVATION POINT WEALTH PARTNERS, LLC 2026 Q1 4/27/2026
New World Advisors LLC 2026 Q1 4/27/2026
PROATHLETE WEALTH MANAGEMENT LLC 2026 Q1 4/27/2026
Ergawealth Advisors, Inc. 2026 Q1 4/27/2026
New World Advisors LLC 2026 Q1 - RESTATEMENT 4/27/2026
Kedalion Capital Management LLP 2026 Q1 4/27/2026
Serenus Wealth Advisors, LLC 2026 Q1 4/27/2026
LCW Services, LLC 2026 Q1 4/27/2026
Sound Income Strategies, LLC 2026 Q1 4/27/2026
DSG Capital Advisors, LLC 2026 Q1 4/27/2026
Platform Technology Partners 2026 Q1 4/27/2026
Sharp Wealth Advisory, LLC 2026 Q1 4/27/2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2026 Q1 4/27/2026
Prasad Wealth Partners, LLC 2026 Q1 4/27/2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2026 Q1 4/27/2026
BSN Capital Partners Ltd 2026 Q1 4/27/2026
Leonteq Securities AG 2026 Q1 4/27/2026
HEFFERNAN ADVISORY, INC 2026 Q1 4/27/2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 2026 Q1 4/27/2026
VAUGHAN & Co SECURITIES, INC. 2026 Q1 4/27/2026
Three Cord True Wealth Management, LLC 2026 Q1 4/27/2026
Trademark Financial Management, LLC 2026 Q1 4/27/2026
General Pension Society PZU Joint Stock Co 2026 Q1 - RESTATEMENT 4/27/2026
Bronte Capital Management Pty Ltd. 2026 Q1 4/27/2026
General Pension Society PZU Joint Stock Co 2026 Q1 4/27/2026
Narodna banka Slovenska 2026 Q1 4/27/2026
Elemental Capital Partners LLC 2026 Q1 4/27/2026
Y-Intercept (Hong Kong) Ltd 2026 Q1 4/27/2026
DeDora Capital, Inc. 2026 Q1 4/27/2026
Glencore plc 2026 Q1 4/27/2026
MOR Wealth Management, LLC 2026 Q1 4/24/2026
Optas, LLC 2026 Q1 4/24/2026
Client First Capital LLC 2026 Q1 4/24/2026
Private Advisor Group, LLC 2026 Q1 4/24/2026
Bedminster, LLC 2026 Q1 4/24/2026
Courage Miller Partners, LLC 2026 Q1 4/24/2026
MACKAY SHIELDS LLC 2026 Q1 4/24/2026
Brown Financial Advisory 2026 Q1 4/24/2026
CABOT WEALTH MANAGEMENT INC 2026 Q1 4/24/2026
B. Riley Wealth Advisors, Inc. 2026 Q1 4/24/2026
PROFUND ADVISORS LLC 2026 Q1 4/24/2026
ProShare Advisors LLC 2026 Q1 4/24/2026
WASHINGTON CAPITAL MANAGEMENT, INC 2026 Q1 4/24/2026
NDWM LLC 2026 Q1 4/24/2026
Financial Plan, Inc. 2026 Q1 4/24/2026
Stegent Equity Advisors, Inc. 2026 Q1 4/24/2026
RKL Wealth Management LLC 2026 Q1 4/24/2026
Conestoga Capital Advisors, LLC 2026 Q1 4/24/2026
BARNES PETTEY FINANCIAL ADVISORS, LLC 2026 Q1 4/24/2026
TSP Capital Management Group, LLC 2026 Q1 4/24/2026
Cassia Capital Partners, LLC 2026 Q1 4/24/2026
CHICAGO TRUST Co NA 2026 Q1 4/24/2026
Essex Financial Services, Inc. 2026 Q1 4/24/2026
EJMK Ventures LLC 2026 Q1 4/24/2026
WD RUTHERFORD LLC 2026 Q1 4/24/2026
BELLEVUE ASSET MANAGEMENT, LLC 2026 Q1 4/24/2026
Prospect Financial Services LLC 2026 Q1 4/24/2026
Capital Asset Advisory Services LLC 2026 Q1 4/24/2026
Midwest Capital Advisors, LLC 2026 Q1 4/24/2026
Lindsell Train Ltd 2026 Q1 4/24/2026
PW ADVISORS, LLC \ FL 2026 Q1 4/24/2026
Trust Investment Advisors 2026 Q1 4/24/2026
SYNTAX RESEARCH, INC. 2026 Q1 4/24/2026
DELTEC ASSET MANAGEMENT LLC 2026 Q1 4/24/2026
Root Financial Partners, LLC 2026 Q1 4/24/2026
hemming& Wealth Management, Inc. 2026 Q1 4/24/2026