Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 7/1/2026.

Manager Period Date filed
Shum Financial Group, Inc. 2026 Q2 7/22/2026
Cresta Advisors, Ltd. 2026 Q2 7/22/2026
PENNEY FINANCIAL, LLC 2026 Q2 7/22/2026
Wallington Asset Management, LLC 2026 Q2 7/22/2026
Rochester Wealth Strategies, LLC 2026 Q2 7/22/2026
Farnam Financial LLC 2026 Q2 7/22/2026
Evensky & Katz LLC 2026 Q2 7/22/2026
FLOYD FINANCIAL GROUP LLC 2026 Q2 7/22/2026
Horst & Graben Wealth Management LLC 2026 Q2 7/22/2026
apricus wealth, LLC 2026 Q2 7/22/2026
KFG WEALTH MANAGEMENT, LLC 2026 Q2 7/22/2026
FLAGSHIP HARBOR ADVISORS, LLC 2026 Q2 7/22/2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2026 Q2 7/22/2026
ABLE Financial Group, LLC 2026 Q2 7/22/2026
BOURGEON CAPITAL MANAGEMENT LLC 2026 Q2 7/22/2026
Oak Wealth Advisors LLC 2026 Q2 7/22/2026
WASHBURN CAPITAL MANAGEMENT, INC. 2026 Q2 7/22/2026
J. L. Bainbridge & Co., Inc. 2026 Q2 7/22/2026
Sullivan Wood Capital Management LLC 2026 Q2 7/22/2026
Indiana Trust & Investment Management Co 2026 Q2 7/22/2026
Robocap Asset Management Ltd 2026 Q2 7/22/2026
New Perspectives, Inc 2026 Q2 7/22/2026
Herold Advisors, Inc. 2026 Q2 7/22/2026
Vanderbilt University 2026 Q2 7/22/2026
Mayar Capital Ltd. 2026 Q2 7/22/2026
IRON Financial LLC 2026 Q2 7/22/2026
PEOPLES FINANCIAL SERVICES CORP. 2026 Q2 7/22/2026
Synergy Asset Management, LLC 2026 Q2 7/22/2026
Elevated Financial Group LLC 2026 Q2 7/22/2026
Citizens National Bank Trust Department 2026 Q2 7/22/2026
RWQ Financial Management Services, Inc. 2026 Q2 7/22/2026
Capital Investment Services of America, Inc. 2026 Q2 7/22/2026
AMERICAN NATIONAL BANK & TRUST 2026 Q2 7/22/2026
Praxis Capital Management LLC 2026 Q2 7/22/2026
Mirae Asset Global Investments Co., Ltd. 2026 Q2 7/22/2026
Trust Co of Kansas 2026 Q2 7/22/2026
ACT Advisors, LLC. 2026 Q2 7/22/2026
PATTON ALBERTSON MILLER GROUP, LLC 2026 Q2 7/22/2026
Pines Wealth Management, LLC 2026 Q2 7/22/2026
Spartan Planning & Wealth Management 2026 Q2 7/22/2026
Sightline Wealth Advisors, LLC 2026 Q2 7/22/2026
FOURPATH CAPITAL MANAGEMENT, LLC 2026 Q2 7/22/2026
Bellecapital International Ltd. 2026 Q2 7/22/2026
Once Capital Management, LLC 2026 Q2 7/22/2026
PEDDOCK CAPITAL ADVISORS, LLC 2026 Q2 7/22/2026
Premier Fund Managers Ltd 2026 Q2 7/22/2026
Vannoy Advisory Group, Inc. 2026 Q2 7/22/2026
Clarendon Private LLC 2026 Q2 7/22/2026
Duncan Williams Asset Management, LLC 2026 Q2 7/22/2026
McNamara Financial Services, Inc. 2026 Q2 7/22/2026
Verum Partners LLC 2026 Q2 7/22/2026
PARAGON CAPITAL MANAGEMENT INC 2026 Q2 7/22/2026
Corps Capital Advisors, LLC 2026 Q2 7/22/2026
Composition Wealth, LLC 2026 Q2 7/22/2026
SJS Investment Consulting Inc. 2026 Q2 7/22/2026
State Insurance Fund 2026 Q2 7/22/2026
Aureum Wealth Management, LLC 2026 Q2 7/22/2026
AFFINITY WEALTH MANAGEMENT LLC 2026 Q2 7/22/2026
PROFFITT & GOODSON INC 2026 Q2 7/22/2026
Mesirow Financial Investment Management, Inc. 2026 Q2 7/22/2026
Englebert Financial Advisers, LLC 2026 Q2 7/22/2026
Abacus Wealth Partners, LLC 2026 Q2 7/22/2026
AGH Wealth Advisors, LLC 2026 Q2 7/22/2026
TrueMark Investments, LLC 2026 Q2 7/22/2026
Base Wealth Management LLC 2026 Q2 7/22/2026
Wealth Management Partners, LLC 2026 Q2 7/22/2026
Unison Advisors LLC 2026 Q2 7/22/2026
Sage Advisory Services, Ltd.Co. 2026 Q2 7/22/2026
BANTA ASSET MANAGEMENT LP 2026 Q2 7/22/2026
Curat Global, LLC 2026 Q2 7/22/2026
Pinnacle Wealth Management, LLC 2026 Q2 7/22/2026
Tempus Wealth Planning, LLC 2026 Q2 7/22/2026
RCS Financial Planning, LLC 2026 Q2 7/22/2026
PEAVINE CAPITAL, LLC 2026 Q2 7/22/2026
Maltin Wealth Management, Inc. 2026 Q2 7/22/2026
Stokes Capital Advisors, LLC 2026 Q2 7/22/2026
Bryant Woods Investment Advisors, LLC 2026 Q2 7/22/2026
Foster Victor Wealth Advisors, LLC 2026 Q2 7/22/2026
Traynor Capital Management, Inc. 2026 Q2 7/22/2026
CALIBER WEALTH MANAGEMENT, LLC / KS 2026 Q2 7/22/2026
Wealth Dimensions Group, Ltd. 2026 Q2 7/22/2026
GENWORTH FINANCIAL INC 2026 Q2 7/22/2026
IFG Advisors, LLC 2026 Q2 7/22/2026
Conservest Capital Advisors, Inc. 2026 Q2 7/22/2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2026 Q2 7/22/2026
COLTON GROOME FINANCIAL ADVISORS, LLC 2026 Q2 7/22/2026
HARVEY INVESTMENT CO LLC 2026 Q2 7/22/2026
Angeles Investment Advisors, LLC 2026 Q2 7/22/2026
WestEnd Advisors, LLC 2026 Q2 7/22/2026
ATLas Financial Planning LLC 2026 Q2 7/22/2026
Sylvest Advisors, LLC 2026 Q2 7/22/2026
Mann Financial Group, Inc. 2026 Q2 7/22/2026
Climber Capital SA 2026 Q2 7/22/2026
NOMURA ASSET MANAGEMENT CO LTD 2026 Q1 - NEW HOLDINGS 7/22/2026
Savior LLC 2026 Q2 7/22/2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2026 Q2 7/22/2026
Austin Wealth Management, LLC 2026 Q2 7/22/2026
ALBERT D MASON INC 2026 Q2 7/22/2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2026 Q2 7/22/2026
Generali Powszechne Towarzystwo Emerytalne 2026 Q2 7/22/2026