Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Nikulski Financial, Inc. 2025 Q4 1/15/2026
Uncommon Cents Investing LLC 2025 Q4 1/15/2026
Columbus Macro, LLC 2025 Q4 1/15/2026
Refined Wealth Management 2025 Q4 1/15/2026
Fulcrum Capital LLC 2025 Q4 1/15/2026
Founders Capital Management 2025 Q4 1/15/2026
Polianta Ltd 2025 Q4 1/15/2026
Trinity Wealth Management, LLC 2025 Q4 1/15/2026
Members Trust Co 2025 Q4 1/15/2026
William Marsh Rice University 2025 Q4 1/15/2026
Mn Services Vermogensbeheer B.V. 2025 Q4 1/15/2026
Econ Financial Services Corp 2025 Q4 1/15/2026
GFG Capital, LLC 2025 Q4 1/15/2026
Private Advisory Group LLC 2025 Q4 1/15/2026
Trust Co 2025 Q4 1/15/2026
Ironwood Financial, llc 2025 Q4 1/15/2026
BTC Capital Management, Inc. 2025 Q4 1/15/2026
Archford Capital Strategies, LLC 2025 Q4 1/15/2026
Brookstone Capital Management 2025 Q4 1/15/2026
Retirement Systems of Alabama 2025 Q4 1/15/2026
Powerhouse Assets LLC 2025 Q4 1/15/2026
Saxony Capital Management, LLC 2025 Q4 1/15/2026
Raub Brock Capital Management LP 2025 Q4 1/15/2026
Windsor Capital Management, LLC 2025 Q4 1/15/2026
Ocean Park Asset Management, LLC 2025 Q4 1/15/2026
Community Financial Services Group, LLC 2025 Q4 1/15/2026
HENGEHOLD CAPITAL MANAGEMENT LLC 2025 Q4 1/15/2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 2025 Q4 1/15/2026
SCHARF INVESTMENTS, LLC 2025 Q4 1/15/2026
Boston Common Asset Management, LLC 2025 Q4 1/15/2026
Jaffetilchin Investment Partners, LLC 2025 Q4 1/15/2026
Stockman Wealth Management, Inc. 2025 Q4 1/15/2026
Adams Asset Advisors, LLC 2025 Q4 1/15/2026
Investment Partners Asset Management, Inc. 2025 Q4 1/15/2026
SHAH CAPITAL MANAGEMENT 2025 Q4 1/15/2026
Westend Capital Management, LLC 2025 Q4 1/15/2026
Boit C F David 2025 Q4 1/15/2026
Strategic Point Investment Advisors, LLC 2025 Q4 1/15/2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC 2025 Q4 1/15/2026
DOCK STREET ASSET MANAGEMENT INC 2025 Q4 1/15/2026
FOSTER & MOTLEY INC 2025 Q4 1/15/2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 2025 Q3 - RESTATEMENT 1/15/2026
INDEPENDENT INVESTORS INC 2025 Q4 1/15/2026
BOURGEON CAPITAL MANAGEMENT LLC 2025 Q4 1/15/2026
SILVER OAK SECURITIES, INCORPORATED 2025 Q4 1/15/2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY 2025 Q4 1/15/2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2025 Q4 1/15/2026
Matthew Goff Investment Advisor, LLC 2025 Q4 1/14/2026
ADVISORS MANAGEMENT GROUP INC /ADV 2025 Q4 1/14/2026
CHEMUNG CANAL TRUST CO 2025 Q4 1/14/2026
Sherman Wealth Management LLC 2025 Q4 1/14/2026
Aventus Investment Advisors, Inc. 2025 Q4 1/14/2026
Q Fund Management (Hong Kong) Ltd 2025 Q4 1/14/2026
Longview Financial Advisors LLC 2025 Q4 1/14/2026
MB, LEVIS & ASSOCIATES, LLC 2025 Q4 1/14/2026
WINCAP FINANCIAL LLC 2025 Q4 1/14/2026
Lee-Kelleher Wealth Management 2025 Q4 1/14/2026
CIBRA Capital Ltd 2025 Q4 1/14/2026
Barnes Dennig Private Wealth Management LLC 2025 Q4 1/14/2026
Meriwether Wealth & Planning, LLC 2025 Q4 1/14/2026
Cushing Capital Partners, LLC 2025 Q4 1/14/2026
BCO Wealth Management LLC 2025 Q4 1/14/2026
LEGACY SOLUTIONS, LLC 2025 Q4 1/14/2026
Wealthcare Capital Partners, LLC 2025 Q4 1/14/2026
Allodium Investment Consultants, LLC 2025 Q4 1/14/2026
Nova Wealth Management, Inc. 2025 Q4 - NEW HOLDINGS 1/14/2026
InvesTrust 2025 Q4 1/14/2026
Kaufman Rossin Wealth, LLC 2025 Q4 1/14/2026
Generali Investments CEE, investicni spolecnost, a.s. 2025 Q4 1/14/2026
Wolfstich Capital, LLC 2025 Q4 1/14/2026
Fairvoy Private Wealth, LLC 2025 Q4 1/14/2026
BFI Infinity Ltd. 2025 Q4 1/14/2026
AUCTUS ADVISORS LLC 2025 Q4 1/14/2026
BWM Planning, LLC 2025 Q4 1/14/2026
ORG Wealth Partners, LLC 2025 Q4 1/14/2026
Smith Thornton Advisors LLC 2025 Q4 1/14/2026
Chris Bulman Inc 2025 Q4 1/14/2026
FLYWHEEL PRIVATE WEALTH LLC 2025 Q4 1/14/2026
Generate Investment Management Ltd 2025 Q4 1/14/2026
International Private Wealth Advisors LLC 2025 Q4 1/14/2026
CAMELOT TECHNOLOGY ADVISORS, INC. 2025 Q4 1/14/2026
Embree Financial Group 2025 Q4 1/14/2026
AA Financial Advisors, LLC 2025 Q4 1/14/2026
DLK Investment Management, LLC 2025 Q4 1/14/2026
FAMILY WEALTH PARTNERS, LLC 2025 Q4 1/14/2026
True Vision MN LLC 2025 Q4 1/14/2026
Randall & Associates Wealth Management 2025 Q4 1/14/2026
One Wealth Management Investment & Advisory Services, LLC 2025 Q4 1/14/2026
Southland Equity Partners LLC 2025 Q4 1/14/2026
ROMANO BROTHERS AND COMPANY 2025 Q4 1/14/2026
Petros Family Wealth, LLC 2025 Q4 1/14/2026
UNICOM Systems, Inc. 2025 Q4 1/14/2026
Global View Capital Management LLC 2025 Q4 1/14/2026
Meritas Wealth Management, LLC 2025 Q4 1/14/2026
First County Bank /CT/ 2025 Q4 1/14/2026
ELEVATUS WELATH MANAGEMENT 2025 Q4 1/14/2026
ORG Partners LLC 2025 Q4 1/14/2026
TrueMark Investments, LLC 2025 Q4 1/14/2026
Baron Wealth Management LLC 2025 Q4 1/14/2026
PETREDIS INVESTMENT ADVISORS LLC 2025 Q4 1/14/2026