Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
North Horizon Holdings Inc. 2025 Q4 1/30/2026
REICON WEALTH ADVISORS, LLC 2025 Q4 1/30/2026
Activest Wealth Management 2025 Q4 1/30/2026
Heritage Investment Group, Inc. 2025 Q4 1/30/2026
Sageworth Trust Co of South Dakota 2025 Q4 1/30/2026
SK Wealth Management, LLC 2025 Q4 1/30/2026
Prentice Wealth Management LLC 2025 Q4 1/30/2026
CFC Planning Co LLC 2025 Q4 1/30/2026
TMT General Partner Ltd 2025 Q4 1/30/2026
Interchange Capital Partners, LLC 2025 Q4 1/30/2026
Urban Wealth Management, LLC 2025 Q4 1/30/2026
Precision Wealth Strategies, LLC 2025 Q4 1/30/2026
Oakwell Private Wealth Management, LLC 2025 Q4 1/30/2026
Citizens National Bank Trust Department 2025 Q4 1/30/2026
Archer Investment Corp 2025 Q4 1/30/2026
SPRENG CAPITAL MANAGEMENT, INC. 2025 Q4 1/30/2026
CERTUITY, LLC 2025 Q4 1/30/2026
GPM Growth Investors, Inc. 2025 Q4 1/30/2026
SAGE RHINO CAPITAL LLC 2025 Q4 1/30/2026
Strategic Blueprint, LLC 2025 Q4 1/30/2026
Jackson Hole Capital Partners, LLC 2025 Q4 1/30/2026
Centerstone Investors, LLC 2025 Q4 1/30/2026
RV Capital AG 2025 Q4 1/30/2026
Wealthfront Advisers LLC 2025 Q4 1/30/2026
Laurel Wealth Advisors LLC 2025 Q4 1/30/2026
Delta Investment Management, LLC 2025 Q4 1/30/2026
INNEALTA CAPITAL, LLC 2025 Q4 1/30/2026
Yong Rong (HK) Asset Management Ltd 2025 Q4 1/30/2026
Ellenbecker Investment Group 2025 Q4 1/30/2026
FSA WEALTH PARTNERS, INC. 2025 Q4 1/30/2026
FINANCIAL LIFE ADVISORS 2025 Q4 1/30/2026
Georgetown University 2025 Q4 1/30/2026
Aries Wealth Management 2025 Q4 1/30/2026
ABS Direct Equity Fund LLC 2025 Q4 1/30/2026
Smart Money Group LLC 2025 Q4 1/30/2026
Wagner Wealth Management, LLC 2025 Q4 1/30/2026
Bell & Brown Wealth Advisors, LLC 2025 Q4 1/30/2026
WoodTrust Financial Corp 2025 Q4 1/30/2026
Bogart Wealth, LLC 2025 Q4 1/30/2026
Vest Financial, LLC 2025 Q4 1/30/2026
Covenant Asset Management, LLC 2025 Q4 1/30/2026
Kohmann Bosshard Financial Services, LLC 2025 Q4 1/30/2026
Harbor Advisors LLC 2025 Q4 1/30/2026
Cosner Financial Group, LLC 2025 Q4 1/30/2026
DURANTE & WATERS, LLC 2025 Q4 1/30/2026
Brown University 2025 Q4 1/30/2026
AMANSA CAPITAL PTE. LTD. 2025 Q4 1/30/2026
FengHe Fund Management Pte. Ltd. 2025 Q4 1/30/2026
Renasant Bank 2025 Q4 1/30/2026
Westhampton Capital, LLC 2025 Q4 1/30/2026
Richardson Capital Management LLC 2025 Q4 1/30/2026
FAGAN ASSOCIATES, INC. 2025 Q4 1/30/2026
Wealthstar Advisors, LLC 2025 Q4 1/30/2026
Joel Isaacson & Co., LLC 2025 Q4 1/30/2026
Verity Asset Management, Inc. 2025 Q4 1/30/2026
Oakworth Capital, Inc. 2025 Q4 1/30/2026
W.G. Shaheen & Associates DBA Whitney & Co 2025 Q4 1/30/2026
EXENCIAL WEALTH ADVISORS, LLC 2025 Q4 1/30/2026
FLOSSBACH VON STORCH SE 2025 Q4 1/30/2026
BURRUS FINANCIAL SERVICES, INC. 2025 Q4 1/30/2026
Spectrum Financial Alliance Ltd LLC 2025 Q4 1/30/2026
ARGA Investment Management, LP 2025 Q4 1/30/2026
New Harbor Financial Group, LLC 2025 Q4 1/30/2026
Samalin Investment Counsel, LLC 2025 Q4 1/30/2026
Mizuho Securities Co. Ltd. 2025 Q4 1/30/2026
Smart Portfolios, LLC 2025 Q4 1/30/2026
State of New Jersey Common Pension Fund D 2025 Q4 1/30/2026
Canandaigua National Trust Co of Florida 2025 Q4 1/30/2026
Mitsubishi UFJ Trust & Banking Corp 2025 Q4 1/30/2026
Narwhal Capital Management 2025 Q4 1/30/2026
Sigma Planning Corp 2025 Q4 1/30/2026
Cardinal Capital Management 2025 Q4 1/30/2026
AMG National Trust Bank 2025 Q4 1/30/2026
Palisades Hudson Asset Management, L.P. 2025 Q4 1/30/2026
LEVIN CAPITAL STRATEGIES, L.P. 2025 Q4 1/30/2026
North Star Investment Management Corp. 2025 Q4 1/30/2026
SOL Capital Management CO 2025 Q4 1/30/2026
Opus Capital Group, LLC 2025 Q4 1/30/2026
Cadence Bank 2025 Q4 1/30/2026
Skylands Capital, LLC 2025 Q4 1/30/2026
TAIYO LIFE INSURANCE CO 2025 Q4 1/30/2026
CULLINAN ASSOCIATES INC 2025 Q4 1/30/2026
MOGY JOEL R INVESTMENT COUNSEL INC 2025 Q4 1/30/2026
KEYBANK NATIONAL ASSOCIATION/OH 2025 Q4 1/30/2026
FIRST NATIONAL BANK SIOUX FALLS 2025 Q4 1/30/2026
CANANDAIGUA NATIONAL BANK & TRUST CO 2025 Q4 1/30/2026
First Fiduciary Investment Counsel, Inc. 2025 Q4 1/30/2026
WEALTH MANAGEMENT RESOURCES, INC. 2025 Q4 1/30/2026
LINCLUDEN MANAGEMENT LTD 2025 Q4 1/30/2026
FIRST CITIZENS INVESTOR SERVICES, INC. 2025 Q4 1/30/2026
MCDONALD CAPITAL INVESTORS INC/CA 2025 Q4 1/30/2026
KEATING INVESTMENT COUNSELORS INC 2025 Q4 1/30/2026
Pekin Hardy Strauss, Inc. 2025 Q4 1/30/2026
SHAKER INVESTMENTS LLC/OH 2025 Q4 1/30/2026
LEE DANNER & BASS INC 2025 Q4 1/29/2026
PEOPLES BANK /OH 2025 Q4 1/29/2026
WASHINGTON CAPITAL MANAGEMENT, INC 2025 Q4 1/29/2026
MIDDLETON & CO INC/MA 2025 Q4 1/29/2026
COMERICA BANK 2025 Q4 1/29/2026
SPEECE THORSON CAPITAL GROUP INC 2025 Q4 1/29/2026