Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Global Strategic Investment Solutions, LLC 2025 Q4 1/29/2026
Dougherty Wealth Advisers LLC 2025 Q4 1/29/2026
Impax Asset Management Group plc 2025 Q4 1/29/2026
Facet Wealth, Inc. 2025 Q4 1/29/2026
Pinion Investment Advisors, LLC 2025 Q4 1/29/2026
LFA - Lugano Financial Advisors SA 2025 Q4 1/29/2026
Farmers & Merchants Trust Co of Long Beach 2025 Q4 1/29/2026
Wealth Alliance Advisory Group, LLC 2025 Q4 1/29/2026
ODonnell Financial Services, LLC 2025 Q4 1/29/2026
Verdence Capital Advisors LLC 2025 Q4 1/29/2026
Brickley Wealth Management 2025 Q4 1/29/2026
Warren Street Wealth Advisors, LLC 2025 Q4 1/29/2026
Beirne Wealth Consulting Services, LLC 2025 Q4 1/29/2026
SIMON QUICK ADVISORS, LLC 2025 Q4 1/29/2026
Almanack Investment Partners, LLC. 2025 Q4 1/29/2026
Matisse Capital 2025 Q4 1/29/2026
Ariose Capital Management Ltd 2025 Q4 1/29/2026
Index Fund Advisors, Inc. 2025 Q4 1/29/2026
Klingman & Associates, LLC 2025 Q4 1/29/2026
KESTRA PRIVATE WEALTH SERVICES, LLC 2025 Q4 1/29/2026
McGowan Group Asset Management, Inc. 2025 Q4 1/29/2026
University of Maryland Foundation, Inc. 2025 Q4 1/29/2026
Compass Ion Advisors, LLC 2025 Q4 1/29/2026
Porter White Investment Advisors, Inc. 2025 Q4 1/29/2026
UBS Group AG 2025 Q4 1/29/2026
St. Johns Investment Management Company, LLC 2025 Q4 1/29/2026
Abacus FCF Advisors LLC 2025 Q4 1/29/2026
Riggs Asset Managment Co. Inc. 2025 Q4 1/29/2026
MANAGED ASSET PORTFOLIOS, LLC 2025 Q4 1/29/2026
Mendel Money Management 2025 Q4 1/29/2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2025 Q4 1/29/2026
Coronation Fund Managers Ltd. 2025 Q4 1/29/2026
Focused Wealth Management, Inc 2025 Q4 1/29/2026
Segment Wealth Management, LLC 2025 Q4 1/29/2026
Camelot Portfolios, LLC 2025 Q4 1/29/2026
Seven Post Investment Office LP 2025 Q4 1/29/2026
Broad Peak Investment Advisers Pte Ltd 2025 Q4 1/29/2026
Copeland Capital Management, LLC 2025 Q4 1/29/2026
AEGON ASSET MANAGEMENT UK PLC 2025 Q4 1/29/2026
Mader & Shannon Wealth Management, Inc. 2025 Q4 1/29/2026
Renaissance Capital LLC 2025 Q4 1/29/2026
State of New Jersey Common Pension Fund A 2025 Q4 1/29/2026
State of New Jersey Common Pension Fund E 2025 Q4 1/29/2026
Supplemental Annuity Collective Trust of NJ 2025 Q4 1/29/2026
New Jersey Better Educational Savings Trust 2025 Q4 1/29/2026
MONTRUSCO BOLTON INVESTMENTS INC. 2025 Q4 1/29/2026
Calamos Wealth Management LLC 2025 Q4 1/29/2026
Tanglewood Wealth Management, Inc. 2025 Q4 1/29/2026
IMC-Chicago, LLC 2025 Q4 1/29/2026
J.P. Marvel Investment Advisors, LLC 2025 Q4 1/29/2026
Stilwell Value LLC 2025 Q4 1/29/2026
Arlington Partners LLC 2025 Q4 1/29/2026
Stockman Wealth Management, Inc. 2025 Q4 - RESTATEMENT 1/29/2026
Richard C. Young & CO., LTD. 2025 Q4 1/29/2026
Huntleigh Advisors, Inc. 2025 Q4 1/29/2026
Obermeyer Wealth Partners 2025 Q4 1/29/2026
Advisors Capital Management, LLC 2025 Q4 1/29/2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2025 Q4 1/29/2026
Cornerstone Investment Partners, LLC 2025 Q4 1/29/2026
Argyle Capital Management, LLC 2025 Q4 1/29/2026
Polaris Capital Management, LLC 2025 Q4 1/29/2026
Calamos Advisors LLC 2025 Q4 1/29/2026
First National Bank of Hutchinson 2025 Q4 1/29/2026
ProVise Management Group, LLC 2025 Q4 1/29/2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2025 Q4 1/29/2026
DELTEC ASSET MANAGEMENT LLC 2025 Q4 1/29/2026
MARATHON CAPITAL MANAGEMENT 2025 Q4 1/29/2026
OAKLAND FINANCIAL CORP 2025 Q4 1/29/2026
WEST BANCORPORATION INC 2025 Q4 1/29/2026
NICHOLS & PRATT ADVISERS LLP /MA 2025 Q4 1/29/2026
1834 INVESTMENT ADVISORS CO 2025 Q4 1/29/2026
PRENTISS SMITH & CO INC 2025 Q4 1/29/2026
FIRST INTERSTATE BANK 2025 Q4 1/29/2026
SENTINEL TRUST CO LBA 2025 Q4 1/29/2026
WEBER CAPITAL MANAGEMENT LLC /ADV 2025 Q4 1/29/2026
D.A. DAVIDSON & CO. 2025 Q4 1/29/2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2025 Q4 1/29/2026
SAYBROOK CAPITAL /NC 2025 Q4 1/29/2026
Nippon Life Global Investors Americas, Inc. 2025 Q4 1/29/2026
EADS & HEALD WEALTH MANAGEMENT 2025 Q4 1/29/2026
CYPRESS ASSET MANAGEMENT INC/TX 2025 Q4 1/29/2026
VANGUARD GROUP INC 2025 Q4 1/29/2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 2025 Q4 1/29/2026
COURIER CAPITAL LLC 2025 Q4 1/29/2026
TORRAY INVESTMENT PARTNERS LLC 2025 Q4 1/28/2026
CAPE ANN SAVINGS BANK 2025 Q4 1/28/2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2025 Q4 1/28/2026
CADINHA & CO LLC 2025 Q4 1/28/2026
BARRETT & COMPANY, INC. 2025 Q4 1/28/2026
CAMPBELL CAPITAL MANAGEMENT INC 2025 Q4 1/28/2026
CITIZENS & NORTHERN CORP 2025 Q4 1/28/2026
L. Roy Papp & Associates, LLP 2025 Q4 1/28/2026
VAUGHAN & Co SECURITIES, INC. 2025 Q4 1/28/2026
TEACHER RETIREMENT SYSTEM OF TEXAS 2025 Q4 1/28/2026
ARKANSAS FINANCIAL GROUP, INC. 2025 Q4 1/28/2026
ARKANSAS FINANCIAL GROUP, INC. 2025 Q3 - RESTATEMENT 1/28/2026
ARKANSAS FINANCIAL GROUP, INC. 2025 Q2 - RESTATEMENT 1/28/2026
ARKANSAS FINANCIAL GROUP, INC. 2025 Q1 - RESTATEMENT 1/28/2026
PEREGRINE CAPITAL MANAGEMENT LLC 2025 Q4 1/28/2026
U S GLOBAL INVESTORS INC 2025 Q4 1/28/2026