Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Fiduciary Wealth Partners, LLC 2025 Q4 1/28/2026
Deane Retirement Strategies, Inc. 2025 Q4 1/28/2026
Glassman Wealth Services 2025 Q4 1/28/2026
Eliot Finkel Investment Counsel, LLC 2025 Q4 1/28/2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2025 Q4 1/28/2026
Paradice Investment Management LLC 2025 Q4 1/28/2026
One River Asset Management, LLC 2025 Q4 1/28/2026
Caprock Group, LLC 2025 Q4 1/28/2026
Cranbrook Wealth Management, LLC 2025 Q4 1/28/2026
Field & Main Bank 2025 Q4 1/28/2026
Columbia Asset Management 2025 Q4 1/28/2026
Rather & Kittrell, Inc. 2025 Q4 1/28/2026
Ramiah Investment Group 2025 Q4 1/28/2026
Chicago Partners Investment Group LLC 2025 Q4 1/28/2026
Arizona State Retirement System 2025 Q4 1/28/2026
Eos Management, L.P. 2025 Q4 1/28/2026
Nadler Financial Group, Inc. 2025 Q4 1/28/2026
United Asset Strategies, Inc. 2025 Q4 1/28/2026
MIO Partners, Inc. 2025 Q4 1/28/2026
Boston Trust Walden Corp 2025 Q4 1/28/2026
Sage Advisory Services, Ltd.Co. 2025 Q4 1/28/2026
DAVIS-REA LTD. 2025 Q4 1/28/2026
DekaBank Deutsche Girozentrale 2025 Q4 1/28/2026
THOMA BRAVO, L.P. 2025 Q4 1/28/2026
Ruffer LLP 2025 Q4 1/28/2026
Migdal Insurance & Financial Holdings Ltd. 2025 Q4 1/28/2026
Cabot-Wellington, LLC 2025 Q4 1/28/2026
White Pine Investment CO 2025 Q4 1/28/2026
ABSOLUTE INVESTMENT ADVISERS, LLC 2025 Q4 1/28/2026
OVERSEA-CHINESE BANKING Corp Ltd 2025 Q4 1/28/2026
ALESCO ADVISORS LLC 2025 Q4 1/28/2026
AXIS CAPITAL HOLDINGS LTD 2025 Q4 1/28/2026
KANAWHA CAPITAL MANAGEMENT LLC 2025 Q4 1/28/2026
EAGLE GLOBAL ADVISORS LLC 2025 Q4 1/28/2026
VILLERE ST DENIS J & CO LLC 2025 Q4 1/28/2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH 2025 Q4 1/28/2026
WINDWARD CAPITAL MANAGEMENT CO /CA 2025 Q4 1/28/2026
Tufton Capital Management 2025 Q4 1/28/2026
AMARILLO NATIONAL BANK 2025 Q4 1/28/2026
ATWOOD & PALMER INC 2025 Q4 1/28/2026
CARNEGIE MELLON UNIVERSITY 2025 Q4 1/28/2026
ARBOR CAPITAL MANAGEMENT INC /ADV 2025 Q4 1/28/2026
CORTLAND ASSOCIATES INC/MO 2025 Q4 1/28/2026
SCHMIDT P J INVESTMENT MANAGEMENT INC 2025 Q4 1/28/2026
FISHMAN JAY A LTD/MI 2025 Q4 1/28/2026
MILLER HOWARD INVESTMENTS INC /NY 2025 Q4 1/27/2026
OLD SECOND NATIONAL BANK OF AURORA 2025 Q4 1/27/2026
RICHARDS, MERRILL & PETERSON, INC. 2025 Q4 1/27/2026
GODSEY & GIBB, INC 2025 Q4 1/27/2026
SAGE FINANCIAL GROUP INC 2025 Q4 1/27/2026
MERITAGE PORTFOLIO MANAGEMENT 2025 Q4 1/27/2026
HUDSON EDGE INVESTMENT PARTNERS INC. 2025 Q4 1/27/2026
BENEDICT FINANCIAL ADVISORS INC 2025 Q4 1/27/2026
FIRST HORIZON CORP 2025 Q4 1/27/2026
Benchmark Financial, LLC 2025 Q4 1/27/2026
Emissary Wealth LLC 2025 Q4 1/27/2026
Arnold Financial Planning LLC 2025 Q4 1/27/2026
Breachway Investments LLC 2025 Q4 1/27/2026
55 North Private Wealth, LLC 2025 Q4 1/27/2026
TICINO WEALTH 2025 Q4 1/27/2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2025 Q4 1/27/2026
Jones Kertz & Associates, Inc. 2025 Q4 1/27/2026
Finivi Inc. 2025 Q4 1/27/2026
Portus Wealth Advisors, LLC 2025 Q4 1/27/2026
Michael Brady & Co., LLC 2025 Q4 1/27/2026
TRED AVON FAMILY WEALTH, LLC 2025 Q4 1/27/2026
Fundamenta Capital S.A. 2025 Q4 1/27/2026
HighRoad Wealth Advisors, LLC 2025 Q4 1/27/2026
BLVD Private Wealth, LLC 2025 Q4 1/27/2026
MASTERINVEST Kapitalanlage GmbH 2025 Q4 1/27/2026
Wealth Enhancement Trust Services, Inc. 2025 Q4 1/27/2026
Bosman Wealth Management, LLC 2025 Q4 1/27/2026
Fortitude Financial, LLC 2025 Q4 1/27/2026
Genoa Capital Gestora de Recursos Ltda. 2025 Q4 1/27/2026
Stillwater Wealth Management Group 2025 Q4 1/27/2026
Phil A. Younker & Associates, Ltd. 2025 Q4 1/27/2026
Clark Asset Management, LLC 2025 Q4 1/27/2026
DSG Capital Advisors, LLC 2025 Q4 1/27/2026
TFR Capital, LLC. 2025 Q4 1/27/2026
Warm Springs Advisors Inc. 2025 Q4 1/27/2026
GF FUND MANAGEMENT CO. LTD. 2025 Q4 1/27/2026
TME FINANCIAL, INC. 2025 Q4 1/27/2026
Holcombe Financial, Inc. 2025 Q4 1/27/2026
Morey & Quinn Wealth Partners, LLC 2025 Q4 1/27/2026
Antonelli Financial Advisors, LLC 2025 Q4 1/27/2026
PRAKASH INVESTMENT ADVISORS LLC 2025 Q4 1/27/2026
Fiscal Wisdom Wealth Management, LLC 2025 Q4 1/27/2026
BENNINGFIELD FINANCIAL ADVISORS, LLC 2025 Q4 1/27/2026
Ring Mountain Capital, LLC 2025 Q4 1/27/2026
Prasad Wealth Partners, LLC 2025 Q4 1/27/2026
Bayforest Capital Ltd 2025 Q4 1/27/2026
BankPlus Trust Department 2025 Q4 1/27/2026
FIDUCIARY ADVISORS, INC. 2025 Q4 1/27/2026
Oriental Harbor Investment Master Fund 2025 Q4 1/27/2026
Keystone Financial Services, LLC 2025 Q4 1/27/2026
ZEGA Investments, LLC 2025 Q4 1/27/2026
Cannon Wealth Management Services, LLC 2025 Q4 1/27/2026
5T Wealth, LLC 2025 Q4 1/27/2026
HAMILTON CAPITAL PARTNERS, LLC 2025 Q4 1/27/2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2025 Q4 1/27/2026