Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
First Financial Group Corp 2026 Q2 7/15/2026
First American Bank 2026 Q2 7/15/2026
Wealth Enhancement Trust Services, Inc. 2026 Q2 7/15/2026
Saxony Capital Management, LLC 2026 Q2 7/15/2026
RFG Advisory, LLC 2026 Q2 7/15/2026
Level Financial Advisors 2026 Q2 7/15/2026
OLD NATIONAL BANCORP /IN/ 2026 Q2 7/15/2026
Granite FO LLC 2026 Q2 7/15/2026
Keystone Financial Planning, Inc. 2026 Q2 7/15/2026
COUNTRY TRUST BANK 2026 Q2 7/15/2026
HOME FEDERAL BANK OF TENNESSEE 2026 Q2 7/15/2026
A. D. Beadell Investment Counsel, Inc. 2026 Q2 7/15/2026
Register Financial Advisors LLC 2026 Q2 7/15/2026
Chronos Wealth Management, LLC 2026 Q2 7/15/2026
Sachetta, LLC 2026 Q2 7/15/2026
Kepler Cheuvreux (Suisse) SA 2026 Q2 7/15/2026
ATTICUS WEALTH MANAGEMENT, LLC 2026 Q2 7/15/2026
CATHY PARETO & ASSOCIATES, INC 2026 Q2 7/15/2026
Cornell Pochily Investment Advisors, Inc. 2026 Q2 7/15/2026
Holos Integrated Wealth LLC 2026 Q2 7/15/2026
Andrew Hill Investment Advisors, Inc. 2026 Q2 7/15/2026
MOLLER WEALTH PARTNERS 2026 Q2 7/15/2026
Beirne Wealth Consulting Services, LLC 2026 Q2 7/15/2026
Auto-Owners Insurance Co 2026 Q2 7/15/2026
LaFleur & Godfrey LLC 2026 Q2 7/15/2026
Drummond Knight Asset Management Pty Ltd 2026 Q2 7/15/2026
Swedbank AB 2026 Q2 7/15/2026
Comprehensive Financial Consultants Institutional, Inc. 2026 Q2 7/15/2026
Trellis Wealth Advisors LLC 2026 Q2 7/15/2026
BURNEY CO/ 2026 Q2 7/14/2026
Capelight Capital Asset Management LP 2026 Q2 7/14/2026
Robinswood Financial LLC 2024 Q4 7/14/2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2026 Q2 7/14/2026
Goelzer Investment Management, Inc. 2026 Q2 7/14/2026
Welch Financial Planning, LLC 2026 Q2 7/14/2026
Raub Brock Capital Management LP 2026 Q2 7/14/2026
Kohmann Bosshard Financial Services, LLC 2026 Q2 7/14/2026
Robinswood Financial LLC 2024 Q3 7/14/2026
CPR Investments Inc. 2026 Q2 7/14/2026
Robinswood Financial LLC 2024 Q2 7/14/2026
Robinswood Financial LLC 2024 Q1 7/14/2026
Robinswood Financial LLC 2023 Q4 7/14/2026
Davidson Kahn Capital Management, LLC 2026 Q2 7/14/2026
Robinswood Financial LLC 2023 Q3 7/14/2026
XY Planning Network, Inc. 2026 Q2 7/14/2026
Robinswood Financial LLC 2026 Q2 7/14/2026
Accurate Wealth Management, LLC 2026 Q2 7/14/2026
Altium Investment Strategies LLC 2026 Q2 7/14/2026
Weitzel Financial Services, Inc. 2026 Q2 7/14/2026
Wealth Advisors Northwest LLC 2026 Q2 7/14/2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 2026 Q2 7/14/2026
Cordant, Inc. 2026 Q2 7/14/2026
SOUTHERN CAPITAL ADVISORS, LLC 2026 Q2 7/14/2026
Portside Wealth Group, LLC 2026 Q2 7/14/2026
American Financial Advisors, LLC 2026 Q2 7/14/2026
BCU Wealth Advisors, LLC 2026 Q2 7/14/2026
Robinswood Financial LLC 2025 Q1 7/14/2026
Enclave Advisors LLC 2026 Q2 7/14/2026
Elser Financial Planning, Inc 2026 Q2 7/14/2026
Upper Left Wealth Management, LLC 2026 Q2 7/14/2026
Systelligence, LLC 2026 Q2 7/14/2026
Robinswood Financial LLC 2025 Q2 7/14/2026
McGrath & Associates, Inc. 2026 Q2 7/14/2026
Kings Path Partners LLC 2026 Q2 7/14/2026
YHB Investment Advisors, Inc. 2026 Q2 7/14/2026
Smith Thornton Advisors LLC 2026 Q2 7/14/2026
Delta Wealth Advisors LLC 2026 Q2 7/14/2026
BAM Wealth Management, LLC 2026 Q2 7/14/2026
WASHINGTON UNIVERSITY 2026 Q2 7/14/2026
CDM FINANCIAL COUNSELING SERVICES, INC. 2026 Q2 7/14/2026
TRUST CO OF OKLAHOMA 2026 Q2 7/14/2026
Cache Advisors, LLC 2026 Q2 7/14/2026
CUTLER INVESTMENT COUNSEL LLC 2026 Q2 7/14/2026
Mullaney, Keating & Wright, Inc. 2026 Q2 7/14/2026
BCO Wealth Management LLC 2026 Q2 7/14/2026
KELLY FINANCIAL GROUP LLC 2026 Q2 7/14/2026
YARGER WEALTH STRATEGIES, LLC 2026 Q2 7/14/2026
Family Legacy Financial Solutions, LLC 2026 Q2 7/14/2026
Presidio Capital Management, LLC 2026 Q2 7/14/2026
Peak Wealth Management LLC 2026 Q2 7/14/2026
Rolek Wealth Management LLC 2026 Q2 7/14/2026
Sunbeam Capital Management, LLC 2026 Q2 7/14/2026
Kings Path Partners LLC 2026 Q1 7/14/2026
Northstar Advisory Group, LLC 2026 Q2 7/14/2026
Robinswood Financial LLC 2025 Q3 7/14/2026
HENDLEY & CO INC 2026 Q2 7/14/2026
Octavia Wealth Advisors, LLC 2026 Q2 7/14/2026
Oxinas Partners, LLC 2026 Q2 7/14/2026
Fisher Funds Management LTD 2026 Q2 7/14/2026
SEAVIEW INVESTMENT MANAGERS LLC 2026 Q2 7/14/2026
Westhampton Capital, LLC 2026 Q2 7/14/2026
IAM Advisory, LLC 2026 Q2 7/14/2026
JACOBSON & SCHMITT ADVISORS, LLC 2026 Q2 7/14/2026
KIRR MARBACH & CO LLC /IN/ 2026 Q2 7/14/2026
Mountain Capital Investment Advisors Inc. 2026 Q2 7/14/2026
FENIMORE ASSET MANAGEMENT INC 2026 Q2 7/14/2026
NESTEGG ADVISORS, INC. 2026 Q2 7/14/2026
BayBridge Capital Group, LLC 2026 Q2 7/14/2026
First Nebraska Trust Co 2017 Q1 7/14/2026
Congress Park Capital LLC 2026 Q2 7/14/2026