Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Longview Financial Advisors, Inc. 2026 Q1 4/20/2026
Christensen, King & Associates Investment Services, Inc. 2026 Q1 4/20/2026
Fiduciary Alliance LLC 2026 Q1 4/20/2026
SILVER OAK SECURITIES, INCORPORATED 2026 Q1 4/20/2026
Cardano Risk Management B.V. 2026 Q1 4/20/2026
Triangle Securities Wealth Management 2026 Q1 4/20/2026
FSC Wealth Advisors, LLC 2026 Q1 4/20/2026
Roberts Foundation 2026 Q1 4/20/2026
Norway Savings Bank 2026 Q1 4/20/2026
Fairvoy Private Wealth, LLC 2026 Q1 4/20/2026
Peirce Capital Management, LLC 2026 Q1 4/20/2026
DAGCO, INC. 2026 Q1 4/20/2026
HOGE FINANCIAL SERVICES, LLC 2026 Q1 4/20/2026
OAK FAMILY ADVISORS, LLC 2026 Q1 4/20/2026
KFG WEALTH MANAGEMENT, LLC 2026 Q1 4/20/2026
Hoxton Planning & Management, LLC 2026 Q1 4/20/2026
First American Bank 2026 Q1 4/20/2026
Tower View Wealth Management LLC 2026 Q1 4/20/2026
First PREMIER Bank 2026 Q1 4/20/2026
LILLY ENDOWMENT INC 2026 Q1 4/20/2026
Davis Investment Partners, LLC 2026 Q1 4/20/2026
Kastel Capital Advisors, LLC 2026 Q1 4/20/2026
TrueMark Investments, LLC 2026 Q1 4/20/2026
Blue Trust, Inc. 2026 Q1 4/20/2026
TRUST CO OF OKLAHOMA 2026 Q1 4/20/2026
Joel Adams & Associates, Inc. 2026 Q1 4/20/2026
Eagle Capital Management, LLC 2026 Q1 4/20/2026
C2C Wealth Management, LLC 2026 Q1 4/20/2026
Hilton Head Capital Partners, LLC 2026 Q1 4/20/2026
BTC Capital Management, Inc. 2026 Q1 4/20/2026
Boyd Wealth Management, LLC 2026 Q1 4/20/2026
Live Oak Private Wealth LLC 2026 Q1 4/20/2026
BRIAN LOW FINANCIAL GROUP, LLC 2026 Q1 4/20/2026
Lord & Richards Wealth Management, LLC 2026 Q1 4/20/2026
Heritage Wealth Management, Inc. 2026 Q1 4/20/2026
GREENUP STREET WEALTH MANAGEMENT LLC 2026 Q1 4/20/2026
DOCK STREET ASSET MANAGEMENT INC 2026 Q1 4/20/2026
DOPKINS WEALTH MANAGEMENT, LLC 2026 Q1 4/20/2026
Strategent Financial, LLC 2026 Q1 4/20/2026
Friedenthal Financial 2026 Q1 4/20/2026
MTCO Ltd. 2026 Q1 4/20/2026
MinichMacGregor Wealth Management, LLC 2026 Q1 4/20/2026
DELPHI MANAGEMENT INC /MA/ 2026 Q1 4/20/2026
Vanderbilt University 2026 Q1 4/20/2026
Boston Standard Wealth Management, LLC 2026 Q1 4/20/2026
PENOBSCOT WEALTH MANAGEMENT 2026 Q1 4/20/2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2026 Q1 4/20/2026
Aegis Wealth Management, Inc. 2026 Q1 4/20/2026
Balance Wealth, LLC 2026 Q1 4/20/2026
MBM WEALTH CONSULTANTS, LLC 2026 Q1 4/20/2026
Auour Investments LLC 2026 Q1 4/20/2026
Factor Wealth Management LTD 2026 Q1 4/20/2026
Cottage Street Advisors LLC 2026 Q1 4/20/2026
Trust Asset Management LLC 2026 Q1 4/20/2026
Haven Capital Group, Inc. 2026 Q1 4/20/2026
MEYER HANDELMAN CO 2026 Q1 4/20/2026
Chronos Wealth Management, LLC 2026 Q1 4/20/2026
DAVIDSON TRUST CO 2026 Q1 4/20/2026
ICG Advisors, LLC 2026 Q1 4/20/2026
Barton Investment Management 2026 Q1 4/20/2026
Louisiana State Employees Retirement System 2026 Q1 4/20/2026
THREADGILL FINANCIAL, LLC 2026 Q1 4/20/2026
Parkway Wealth Management Group, LLC 2026 Q1 4/20/2026
Payne Capital LLC 2026 Q1 4/20/2026
Wall Capital Group, Inc. 2026 Q1 4/20/2026
North of South Capital LLP 2026 Q1 4/20/2026
Sowell Financial Services LLC 2026 Q1 4/20/2026
State of Alaska, Department of Revenue 2026 Q1 4/20/2026
KENNICOTT CAPITAL MANAGEMENT LLC 2026 Q1 4/20/2026
City State Bank 2026 Q1 4/20/2026
Eagle Strategies LLC 2026 Q1 4/20/2026
Samson Rock Capital LLP 2026 Q1 4/20/2026
CHERRYDALE WEALTH MANAGEMENT, LLC 2026 Q1 4/20/2026
Morangie Management LLC 2026 Q1 4/20/2026
MOODY ALDRICH PARTNERS LLC 2026 Q1 4/20/2026
McKinley Carter Wealth Services, Inc. 2026 Q1 4/20/2026
Skyline Advisors, Inc. 2026 Q1 4/20/2026
Manitou Investment Management Ltd. 2026 Q1 4/20/2026
New Hampshire Trust 2026 Q1 4/20/2026
Fonville Wealth Management LLC 2026 Q1 4/20/2026
MBA Advisors LLC 2026 Q1 4/20/2026
Lancaster Investment Management 2026 Q1 4/20/2026
Axecap Investments, LLC 2026 Q1 4/20/2026
Longview Financial Advisors LLC 2026 Q1 4/20/2026
Nexus Investment Management ULC 2026 Q1 4/20/2026
TFB Advisors LLC 2026 Q1 4/20/2026
First Bancorp, Inc /ME/ 2026 Q1 4/20/2026
COURIER CAPITAL LLC 2026 Q1 4/20/2026
Northern Lights Advisors, Inc. 2025 Q4 4/20/2026
Emprise Bank 2026 Q1 4/20/2026
Inscription Capital, LLC 2026 Q1 4/20/2026
YANKCOM Partnership 2026 Q1 4/20/2026
Beach Point Capital Management LP 2026 Q1 4/20/2026
Segment Wealth Management, LLC 2026 Q1 4/20/2026
PEOPLES FINANCIAL SERVICES CORP. 2026 Q1 4/20/2026
Golden Reserve Retirement LLC 2026 Q1 4/20/2026
Guild Investment Management, Inc. 2026 Q1 4/20/2026
LVW Advisors, LLC 2026 Q1 4/20/2026
Investment Research & Advisory Group, Inc. 2026 Q1 4/20/2026
RiverTree Advisors, LLC 2026 Q1 4/20/2026