Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
CJM Wealth Advisers, Ltd. 2025 Q4 1/23/2026
Aspect Partners, LLC 2025 Q4 1/23/2026
ABLE Financial Group, LLC 2025 Q4 1/23/2026
Invera Wealth Advisors, LLC 2025 Q4 1/23/2026
State Insurance Fund 2025 Q4 1/23/2026
Portman Square Capital LLP 2025 Q4 1/23/2026
Destiny Capital Corp/CO 2025 Q4 1/23/2026
WATERSHED PRIVATE WEALTH LLC 2025 Q4 1/23/2026
GRITSTONE ASSET MANAGEMENT LLC 2025 Q4 1/23/2026
Windle Wealth, LLC 2025 Q4 1/23/2026
HF Advisory Group, LLC 2025 Q4 - RESTATEMENT 1/23/2026
INTEGRATED WEALTHCARE, LLC 2025 Q4 1/23/2026
LAM GROUP, INC. 2025 Q4 1/23/2026
Kooman & Associates 2025 Q4 1/23/2026
Fortune Financial Advisors, LLC 2025 Q4 1/23/2026
Mainsail Financial Group, LLC 2025 Q4 1/23/2026
GUIDANCE CAPITAL, INC 2025 Q4 1/23/2026
Creative Capital Management Investments LLC 2025 Q4 1/23/2026
James J. Burns & Company, LLC 2025 Q4 1/23/2026
FSM Wealth Advisors, LLC 2025 Q4 1/23/2026
Highland Financial Advisors, LLC 2025 Q4 1/23/2026
RETIREMENT GUYS FORMULA LLC 2025 Q4 1/23/2026
Wallace Advisory Group, LLC 2025 Q4 1/23/2026
Sheridan Capital Management, LLC 2025 Q4 1/23/2026
Smallwood Wealth Investment Management, LLC 2025 Q4 1/23/2026
High Net Worth Advisory Group LLC 2025 Q4 1/23/2026
Family CFO Inc 2025 Q4 1/23/2026
Financial Futures Ltd Liability Co. 2025 Q4 1/23/2026
Mid-American Wealth Advisory Group, Inc. 2025 Q4 1/23/2026
G2 CAPITAL MANAGEMENT, LLC / OH 2025 Q4 1/23/2026
Bryant Woods Investment Advisors, LLC 2025 Q4 1/23/2026
Kellett Wealth Advisors, LLC 2025 Q4 1/23/2026
Investment Advisory Group, LLC 2025 Q4 1/23/2026
GREENUP STREET WEALTH MANAGEMENT LLC 2025 Q4 - RESTATEMENT 1/23/2026
Elevate Capital Advisors, LLC 2025 Q4 1/23/2026
BCR Wealth Strategies, LLC 2025 Q4 1/23/2026
Ervin Investment Management, LLC 2025 Q4 - RESTATEMENT 1/23/2026
Eagle Strategies LLC 2025 Q4 1/23/2026
Financial Connections Group, Inc. 2025 Q4 1/23/2026
Shore Point Advisors, LLC 2025 Q4 1/23/2026
Evolution Advisers, Inc. 2025 Q4 1/23/2026
Evolution Advisers, Inc. 2025 Q3 1/23/2026
Lynch Asset Management, Inc. 2025 Q4 1/23/2026
Bowman & Co S.C. 2025 Q4 1/23/2026
FOREFRONT WEALTH MANAGEMENT INC. 2025 Q4 1/23/2026
Family Investment Center, Inc. 2025 Q4 1/23/2026
Andrew Hill Investment Advisors, Inc. 2025 Q4 1/23/2026
FOURPATH CAPITAL MANAGEMENT, LLC 2025 Q4 1/23/2026
FIDELIS iM, LLC 2025 Q4 1/23/2026
DARA CAPITAL US, INC. 2025 Q4 1/23/2026
Strong Tower Advisory Services 2025 Q4 1/23/2026
Twelve Points Wealth Management LLC 2025 Q4 1/23/2026
Pinnacle Wealth Management Group, Inc. 2025 Q4 1/23/2026
Eagle Bay Advisors LLC 2025 Q4 1/23/2026
Ashford Advisors, LLC 2025 Q4 1/23/2026
COERENTE CAPITAL MANAGEMENT 2025 Q4 1/23/2026
TECTONIC ADVISORS LLC 2025 Q4 1/23/2026
Valley Brook Capital Group, Inc. 2025 Q4 1/23/2026
Robbins Farley 2025 Q4 1/23/2026
Oxler Private Wealth LLC 2025 Q4 1/23/2026
RFG HOLDINGS, INC. 2025 Q4 1/23/2026
DHJJ Financial Advisors, Ltd. 2025 Q4 1/23/2026
Fort Henry Capital, LLC 2025 Q4 1/23/2026
Newton One Investments LLC 2025 Q4 1/23/2026
Rede Wealth, LLC 2025 Q4 1/23/2026
Laurel Wealth Planning LLC 2025 Q4 1/23/2026
Octavia Wealth Advisors, LLC 2025 Q4 1/23/2026
Galvin, Gaustad & Stein, LLC 2025 Q4 1/23/2026
Brown Miller Wealth Management, LLC 2025 Q4 1/23/2026
Bouvel Investment Partners, LLC 2025 Q4 1/23/2026
Castellan Group 2025 Q4 1/23/2026
Sage Mountain Advisors LLC 2025 Q4 1/23/2026
Axiom Financial Strategies, LLC 2025 Q4 1/23/2026
High Ground Investment Management LLP 2025 Q4 1/23/2026
TFC Financial Management, Inc. 2025 Q4 1/23/2026
True Wind Capital Management, L.P. 2025 Q4 1/23/2026
Intelligence Driven Advisers, LLC 2025 Q4 1/23/2026
Charter Oak Capital Management, LLC 2025 Q4 1/23/2026
TT International Asset Management LTD 2025 Q4 1/23/2026
U.S. Capital Wealth Advisors, LLC 2025 Q4 1/23/2026
KOM Wealth Management Group, LLC 2025 Q4 1/23/2026
Running Oak Capital LLC 2025 Q4 1/23/2026
TI-TRUST, INC 2025 Q4 1/23/2026
Chronos Wealth Management, LLC 2025 Q4 1/23/2026
BELLEVUE ASSET MANAGEMENT, LLC 2025 Q4 1/23/2026
R. W. Roge & Company, Inc. 2025 Q4 1/23/2026
NATURAL INVESTMENTS, LLC 2025 Q4 1/23/2026
Live Oak Private Wealth LLC 2025 Q4 1/23/2026
Avion Wealth 2025 Q4 1/23/2026
Capital Planning LLC 2025 Q4 1/23/2026
HBW ADVISORY SERVICES LLC 2025 Q4 1/23/2026
Clear Creek Financial Management, LLC 2025 Q4 1/23/2026
Beacon Harbor Wealth Advisors, Inc. 2025 Q4 1/23/2026
Legend Financial Advisors, Inc. 2025 Q4 1/23/2026
TRANSCEND CAPITAL ADVISORS, LLC 2025 Q4 1/23/2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2025 Q4 1/23/2026
KG&L Capital Management,LLC 2025 Q4 1/23/2026
Atwater Malick LLC 2025 Q4 1/23/2026
ALTERNA WEALTH MANAGEMENT, INC 2025 Q4 1/23/2026
Roberts Financial Services LLC 2025 Q4 1/23/2026