Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2025 Q4 1/23/2026
Clarity Wealth Advisors, LLC 2025 Q4 1/23/2026
Asset Advisors Investment Management, LLC 2025 Q4 1/23/2026
Ariston Services Group 2025 Q4 1/23/2026
Howard Capital Management Inc. 2025 Q4 1/23/2026
Steigerwald, Gordon & Koch Inc. 2025 Q4 1/23/2026
Inlight Wealth Management, LLC 2025 Q4 1/23/2026
Aljian Capital Management, LLC 2025 Q4 1/23/2026
Harbor Island Capital LLC 2025 Q4 1/23/2026
Tower View Wealth Management LLC 2025 Q4 1/23/2026
HELIOS CAPITAL MANAGEMENT PTE. LTD 2025 Q4 1/23/2026
Lester Murray Antman dba SimplyRich 2025 Q4 1/23/2026
Legacy Financial Strategies, LLC 2025 Q4 1/23/2026
Successful Portfolios LLC 2025 Q4 1/23/2026
Prism Advisors, Inc. 2025 Q4 1/23/2026
SimpliFi, Inc. 2025 Q4 1/23/2026
Medicxi Ventures Management (Jersey) Ltd 2025 Q4 1/23/2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2025 Q4 1/23/2026
Blankinship & Foster, LLC 2025 Q4 1/23/2026
AUA CAPITAL MANAGEMENT, LLC 2025 Q4 1/23/2026
RITHOLTZ WEALTH MANAGEMENT 2025 Q4 1/23/2026
Gainplan LLC 2025 Q4 1/23/2026
Northwest Quadrant Wealth Management, LLC 2025 Q4 1/23/2026
PATTON FUND MANAGEMENT, INC. 2025 Q4 1/23/2026
Legacy Bridge, LLC 2025 Q4 1/23/2026
CHOREO, LLC 2025 Q4 1/23/2026
Peak Financial Management, Inc. 2025 Q4 1/23/2026
Armbruster Capital Management, Inc. 2025 Q4 1/23/2026
Curtis Advisory Group, LLC 2025 Q4 1/23/2026
Colorado Capital Management, Inc. 2025 Q4 1/23/2026
First PREMIER Bank 2025 Q4 1/23/2026
Westbourne Investment Advisors, Inc. 2025 Q4 1/23/2026
Financial Enhancement Group LLC 2025 Q4 1/23/2026
Hedeker Wealth, LLC 2025 Q4 1/23/2026
Patten Group, Inc. 2025 Q4 1/23/2026
Azarias Capital Management, L.P. 2025 Q4 1/23/2026
S. R. Schill & Associates 2025 Q4 1/23/2026
Curbstone Financial Management Corp 2025 Q4 1/23/2026
Lunt Capital Management, Inc. 2025 Q4 1/23/2026
Gemmer Asset Management LLC 2025 Q4 1/23/2026
Stanley-Laman Group, Ltd. 2025 Q4 1/23/2026
Bridgewater Advisors Inc. 2025 Q4 1/23/2026
Community Bank of Raymore 2025 Q4 1/23/2026
E&G Advisors, LP 2025 Q4 1/23/2026
Arbor Investment Advisors, LLC 2025 Q4 1/23/2026
FOUNDERS CAPITAL MANAGEMENT, LLC 2025 Q4 1/23/2026
Blue Fin Capital, Inc. 2025 Q4 1/23/2026
Financial Designs Corp 2025 Q4 1/23/2026
Sippican Capital Advisors 2025 Q4 1/23/2026
Diligent Investors, LLC 2025 Q4 1/23/2026
Ramsay, Stattman, Vela & Price, Inc. 2025 Q4 1/23/2026
Westside Investment Management, Inc. 2025 Q4 1/23/2026
Donor Advised Charitable Giving, Inc. 2025 Q4 1/23/2026
BSW Wealth Partners 2025 Q4 1/23/2026
Carnegie Investment Counsel 2025 Q4 1/23/2026
Timber Creek Capital Management LLC 2025 Q4 1/23/2026
Liberty Street Advisors, Inc. 2025 Q4 1/23/2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC 2025 Q4 1/23/2026
Sumitomo Mitsui Trust Group, Inc. 2025 Q4 1/23/2026
BROWN, LISLE/CUMMINGS, INC. 2025 Q4 1/23/2026
Freestone Capital Holdings, LLC 2025 Q4 1/23/2026
Robeco Institutional Asset Management B.V. 2025 Q4 1/23/2026
Capital Investment Counsel, Inc 2025 Q4 1/23/2026
State of Alaska, Department of Revenue 2025 Q4 1/23/2026
AMI ASSET MANAGEMENT CORP 2025 Q4 1/23/2026
GUARDIAN INVESTMENT MANAGEMENT 2025 Q4 1/23/2026
Aldebaran Financial Inc. 2025 Q4 1/23/2026
ASSETMARK, INC 2025 Q4 1/23/2026
Yorktown Management & Research Co Inc 2025 Q4 1/23/2026
GENWORTH FINANCIAL INC 2025 Q4 1/23/2026
TCV Trust & Wealth Management, Inc. 2025 Q4 1/23/2026
KELLY FINANCIAL GROUP LLC 2025 Q4 1/23/2026
WEBSTER BANK, N. A. 2025 Q4 1/23/2026
Nationwide Fund Advisors 2025 Q4 1/23/2026
NORRIS PERNE & FRENCH LLP/MI 2025 Q4 1/23/2026
BAILLIE GIFFORD & CO 2025 Q4 1/23/2026
PARTHENON LLC 2025 Q4 1/23/2026
GW HENSSLER & ASSOCIATES LTD 2025 Q3 1/23/2026
Palouse Capital Management, Inc. 2025 Q4 1/23/2026
OAK RIDGE INVESTMENTS LLC 2025 Q4 1/23/2026
IRIDIAN ASSET MANAGEMENT LLC/CT 2025 Q4 1/23/2026
DEPRINCE RACE & ZOLLO INC 2025 Q4 1/23/2026
NORTHLAND SECURITIES, INC. 2025 Q4 1/23/2026
Hardman Johnston Global Advisors LLC 2025 Q4 1/23/2026
GREENBERG FINANCIAL GROUP 2025 Q4 1/22/2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2025 Q4 1/22/2026
WESTBOURNE INVESTMENTS, INC. 2025 Q4 1/22/2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV 2025 Q4 1/22/2026
CASCADE INVESTMENT GROUP, INC. 2025 Q4 1/22/2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2025 Q4 1/22/2026
NIPPON LIFE INSURANCE CO 2025 Q4 1/22/2026
ROFFMAN MILLER ASSOCIATES INC /PA/ 2025 Q4 1/22/2026
MOUNT VERNON ASSOCIATES INC /MD/ 2025 Q4 1/22/2026
CITY HOLDING CO 2025 Q4 1/22/2026
ARGUS INVESTORS' COUNSEL, INC. 2025 Q4 1/22/2026
SEARCY FINANCIAL SERVICES INC /ADV 2025 Q4 1/22/2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2025 Q4 1/22/2026
Flagship Capital Management Inc. 2025 Q4 1/22/2026
Vavra Capital Management, LLC 2025 Q4 1/22/2026
GLP Holdings LLLP 2025 Q4 1/22/2026