Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
TWIN CITY PRIVATE WEALTH, LLC 2026 Q1 4/24/2026
STOCK YARDS BANK & TRUST CO 2026 Q1 4/24/2026
Canaan Partners XI LLC 2026 Q1 4/24/2026
Petros Family Wealth, LLC 2026 Q1 4/24/2026
Northwest Financial Advisors 2026 Q1 4/24/2026
Kropog Financial Group, LLC 2026 Q1 4/24/2026
Randolph Co Inc 2026 Q1 4/24/2026
PZENA INVESTMENT MANAGEMENT LLC 2026 Q1 4/24/2026
Able Wealth Management LLC 2026 Q1 4/24/2026
LB Partners LLC 2026 Q1 4/24/2026
LETSON INVESTMENT MANAGEMENT, INC. 2026 Q1 4/24/2026
Horizon Wealth Management, LLC 2026 Q1 4/24/2026
Jacobsen Capital Management 2026 Q1 4/24/2026
KEB ASSET MANAGEMENT, LLC 2026 Q1 4/24/2026
BetterWealth, LLC 2026 Q1 4/24/2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2026 Q1 4/24/2026
Center for Wealth Management Advisory 2026 Q1 4/24/2026
KPP Advisory Services LLC 2026 Q1 4/24/2026
TSG Advice Partners, LLC 2026 Q1 4/24/2026
HERITAGE OAK WEALTH ADVISORS LLC 2026 Q1 4/24/2026
NavPoint Financial, Inc. 2026 Q1 4/24/2026
Innova Wealth Partners 2026 Q1 4/24/2026
Vision Capital Management, Inc. 2026 Q1 4/24/2026
Eagle Bluffs Wealth Management LLC 2026 Q1 4/24/2026
Whelan Financial 2026 Q1 4/24/2026
4Thought Financial Group Inc. 2026 Q1 4/24/2026
Reliant Investment Management, LLC 2026 Q1 4/24/2026
Williams Financial, LLC 2026 Q1 4/24/2026
Financial Life Planners 2026 Q1 4/24/2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2026 Q1 4/24/2026
Essex LLC 2026 Q1 4/24/2026
VERUS WEALTH MANAGEMENT, LLC 2026 Q1 4/24/2026
USS Investment Management Ltd 2026 Q1 4/24/2026
Squire Investment Management Company, LLC 2026 Q1 4/24/2026
Keystone Global Partners, LLC 2026 Q1 4/24/2026
Alaska Wealth Advisors, LLC 2026 Q1 4/24/2026
Alaska Permanent Capital Management, LLC 2026 Q1 4/24/2026
Palouse Capital Management, Inc. 2026 Q1 4/24/2026
Merited Wealth, LLC 2026 Q1 4/24/2026
DEPRINCE RACE & ZOLLO INC 2026 Q1 4/24/2026
Rosenthal | Henry Capital Advisors, Inc. 2026 Q1 4/24/2026
FULTON BANK, N.A. 2026 Q1 4/24/2026
Balentine LLC 2026 Q1 4/24/2026
Semus Wealth Partners LLC 2026 Q1 4/24/2026
Argent Advisors, Inc. 2026 Q1 4/24/2026
Crown Oak Advisors, LLC 2026 Q1 4/24/2026
TKG Advisors, LLC 2026 Q1 4/24/2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 2026 Q1 4/24/2026
TRUE BLUE FINANCIAL, LLC 2026 Q1 4/24/2026
SECURED RETIREMENT ADVISORS, LLC 2026 Q1 4/24/2026
JAMES INVESTMENT RESEARCH, INC. 2026 Q1 4/24/2026
Cane Capital Partners, LLC 2026 Q1 4/24/2026
Newton One Investments LLC 2026 Q1 4/24/2026
HERITAGE INVESTORS MANAGEMENT CORP 2026 Q1 4/24/2026
Clarity Wealth Advisors, LLC 2026 Q1 4/24/2026
SEAMOUNT FINANCIAL GROUP INC 2026 Q1 4/24/2026
STEVENS CAPITAL PARTNERS 2026 Q1 4/24/2026
Royal Harbor Partners, LLC 2026 Q1 4/24/2026
Sage Investment Counsel LLC 2026 Q1 4/24/2026
MITCHELL & PAHL PRIVATE WEALTH, LLC 2026 Q1 4/24/2026
Vertrix Wealth Management, LLC 2026 Q1 4/24/2026
Canton Hathaway, LLC 2026 Q1 4/24/2026
rebel Financial LLC 2026 Q1 4/24/2026
Physician Wealth Advisors, Inc. 2026 Q1 4/24/2026
Lynch Asset Management, Inc. 2026 Q1 4/24/2026
Boston Trust Walden Corp 2026 Q1 4/24/2026
KEYBANK NATIONAL ASSOCIATION/OH 2026 Q1 4/24/2026
MAGNOLIA GROUP, LLC 2026 Q1 4/24/2026
Livet Wealth, LLC 2026 Q1 4/24/2026
BAYSHORE ASSET MANAGEMENT, LLC 2026 Q1 4/24/2026
PURSUIT WEALTH STRATEGIES, LLC 2025 Q4 4/24/2026
Axis Wealth Partners, LLC 2026 Q1 4/24/2026
GPM Growth Investors, Inc. 2026 Q1 4/24/2026
Harrison Street Private Wealth LLC 2026 Q1 4/24/2026
Investment Management Trust, LLC 2026 Q1 4/24/2026
Eagle Bay Advisors LLC 2026 Q1 4/24/2026
Mann Financial Group, Inc. 2026 Q1 4/24/2026
Bull Street Advisors, LLC 2026 Q1 4/24/2026
Greater Midwest Financial Group, LLC 2026 Q1 4/24/2026
Black Swift Group, LLC 2026 Q1 4/24/2026
Franklin, Parlapiano, Turner & Welch, LLC 2026 Q1 4/24/2026
Family Capital Trust Co 2026 Q1 4/24/2026
SOL Capital Management CO 2026 Q1 4/24/2026
Blue Capital, Inc. 2026 Q1 4/24/2026
Berkeley, Inc 2026 Q1 4/24/2026
ERn Financial, LLC 2026 Q1 4/24/2026
Abacus Wealth Partners, LLC 2026 Q1 4/24/2026
Slow Capital, Inc. 2026 Q1 4/24/2026
STRS OHIO 2026 Q1 4/24/2026
Patten Group, Inc. 2026 Q1 4/24/2026
Peregrine Asset Advisers, Inc. 2026 Q1 4/24/2026
CFC Planning Co LLC 2026 Q1 4/24/2026
Legend Financial Advisors, Inc. 2026 Q1 4/24/2026
FLOYD FINANCIAL GROUP LLC 2026 Q1 4/24/2026
DB&C Advisors, LLC 2026 Q1 4/24/2026
Greenfield Seitz Capital Management, LLC 2026 Q1 4/24/2026
Kendall Capital Management 2026 Q1 4/24/2026
VISION FINANCIAL MARKETS LLC 2026 Q1 4/24/2026
Old Peak Finance LLC 2026 Q1 4/24/2026
Triasima Portfolio Management inc. 2026 Q1 4/24/2026