Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
BENDER ROBERT & ASSOCIATES 2025 Q4 1/29/2026
STRATEGIC INVESTMENT MANAGEMENT, LLC 2025 Q4 1/29/2026
ST GERMAIN D J CO INC 2025 Q4 1/29/2026
Capital Investment Services of America, Inc. 2025 Q4 1/29/2026
JAMES INVESTMENT RESEARCH, INC. 2025 Q4 1/29/2026
NBC SECURITIES, INC. 2025 Q4 1/29/2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV 2025 Q4 1/29/2026
STATE OF MICHIGAN RETIREMENT SYSTEM 2025 Q4 1/29/2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2025 Q4 1/29/2026
MACKAY SHIELDS LLC 2025 Q4 1/29/2026
Hegarty Advisors, LLC 2025 Q4 1/29/2026
J. Team Financial, Inc. 2025 Q3 1/29/2026
J. Team Financial, Inc. 2025 Q4 1/29/2026
Eagle Wealth Advisors LLC 2025 Q4 1/29/2026
ANCHYRA PARTNERS LLC 2025 Q4 1/29/2026
Finhabits Advisors LLC 2025 Q4 1/29/2026
Approach Retirement Advisors, LLC 2025 Q4 1/29/2026
High Point Wealth Management, LLC 2025 Q4 1/29/2026
Directional Asset Management 2025 Q4 1/29/2026
Cornerstone National Bank & Trust Co 2025 Q4 1/29/2026
Coquina Private Wealth LLC 2025 Q4 1/29/2026
Children's Medical Center Corp 2025 Q4 1/29/2026
Munich Reinsurance Co Stock Corp in Munich 2025 Q4 1/29/2026
Brindle & Bay Financial Advisors, LLC 2025 Q4 1/29/2026
Traub Capital Management LLC 2025 Q4 1/29/2026
Cherokee Insurance Co 2025 Q4 1/29/2026
Golden Reserve Retirement LLC 2025 Q4 1/29/2026
Aspen Capital Management, LLC 2025 Q4 1/29/2026
Elevated Financial Group LLC 2025 Q4 1/29/2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC 2025 Q4 1/29/2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2025 Q4 1/29/2026
Wise Wealth Partners 2025 Q4 1/29/2026
Spurstone Advisory Services, LLC 2025 Q4 1/29/2026
Prepared Retirement Institute LLC 2025 Q4 1/29/2026
Sava Infond d.o.o. 2025 Q4 1/29/2026
Riverbend Wealth Management, LLC 2025 Q4 1/29/2026
Integras Partners LLC 2025 Q4 1/29/2026
ArborFi Advisors, LLC 2025 Q4 1/29/2026
Bravias Capital Group, LLC 2025 Q4 1/29/2026
Alexis Investment Partners, LLC 2025 Q4 1/29/2026
Atlas Legacy Advisors, LLC 2025 Q4 1/29/2026
Financial Life Planners 2025 Q4 1/29/2026
Strategent Financial, LLC 2025 Q4 1/29/2026
Virtus Wealth Solutions LLC 2025 Q4 1/29/2026
Hingham Institution for Savings 2025 Q4 1/29/2026
Rareview Capital LLC 2025 Q4 1/29/2026
JIM SAULNIER & ASSOCIATES, LLC 2025 Q4 1/29/2026
Generali Investments, Management Co LLC 2025 Q4 1/29/2026
Merkkuri Wealth Advisors LLC 2025 Q4 1/29/2026
High Probability Advisors, LLC 2025 Q4 1/29/2026
Quest 10 Wealth Builders, Inc. 2025 Q4 1/29/2026
Tumwater Wealth Management, LLC 2025 Q4 1/29/2026
Concord Asset Management, LLC/VA 2025 Q4 1/29/2026
Axecap Investments, LLC 2025 Q4 1/29/2026
Midwest Capital Advisors, LLC 2025 Q4 1/29/2026
M Wealth Management, LLC 2025 Q4 1/29/2026
Koa Wealth Management, LLC 2025 Q4 1/29/2026
Guardian Asset Advisors, LLC 2025 Q4 1/29/2026
Broadway Wealth Solutions, Inc. 2025 Q4 1/29/2026
Ashton Thomas Private Wealth, LLC 2025 Q4 1/29/2026
Hobbs Wealth Management, LLC 2025 Q4 1/29/2026
Verisail Partners, LLC 2025 Q4 1/29/2026
Gray Foundation 2025 Q4 1/29/2026
OMNI 360 Wealth, Inc. 2025 Q4 1/29/2026
Quadcap Wealth Management, LLC 2025 Q4 1/29/2026
Rakuten Securities, Inc. 2025 Q4 1/29/2026
Advantage Trust Co 2025 Q4 1/29/2026
Traction Financial Partners, LLC 2025 Q4 1/29/2026
BKM Wealth Management, LLC 2025 Q4 1/29/2026
Concurrent Investment Advisors, LLC 2025 Q4 1/29/2026
KICKSTAND VENTURES, LLC. 2025 Q4 1/29/2026
Wheelhouse Advisory Group LLC 2025 Q4 1/29/2026
Equita Financial Network, Inc. 2025 Q4 1/29/2026
Pictet Asset Management Holding SA 2025 Q4 1/29/2026
HOGE FINANCIAL SERVICES, LLC 2025 Q4 1/29/2026
Dupree Financial Group, LLC 2025 Q4 1/29/2026
LAZARI CAPITAL MANAGEMENT, INC. 2025 Q4 - RESTATEMENT 1/29/2026
Rockwood Wealth Management, LLC 2025 Q4 1/29/2026
New Hampshire Trust 2025 Q4 1/29/2026
Dunhill Financial, LLC 2025 Q4 1/29/2026
Higgins & Schmidt Wealth Strategies LLC 2025 Q4 1/29/2026
DecisionPoint Financial, LLC 2025 Q4 1/29/2026
Comprehensive Financial Consultants Institutional, Inc. 2025 Q4 1/29/2026
Retirement Solution LLC 2025 Q4 1/29/2026
Quent Capital, LLC 2025 Q4 1/29/2026
BLODGETT WEALTH ADVISORS, LLC 2025 Q4 1/29/2026
Scissortail Wealth Management, LLC 2025 Q4 1/29/2026
Solidarity Wealth, LLC 2025 Q4 1/29/2026
China Universal Asset Management Co., Ltd. 2025 Q4 1/29/2026
MWA Asset Management 2025 Q4 1/29/2026
Carmel Capital Partners, LLC 2025 Q4 1/29/2026
Kercheville Advisors, LLC 2025 Q4 1/29/2026
FWG Holdings, LLC 2025 Q4 1/29/2026
LCM Capital Management Inc 2025 Q4 1/29/2026
True Link Financial Advisors, LLC 2025 Q4 1/29/2026
Golden State Equity Partners 2025 Q4 1/29/2026
RMG Wealth Management LLC 2025 Q4 1/29/2026
Brown Financial Advisory 2025 Q4 1/29/2026
TKG Advisors, LLC 2025 Q4 1/29/2026
Roth Financial Partners LLC 2025 Q4 1/29/2026