Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
CHATHAM CAPITAL GROUP, INC. 2025 Q4 1/14/2026
BONNESS ENTERPRISES INC 2025 Q4 1/14/2026
TRUST CO OF OKLAHOMA 2025 Q4 1/14/2026
ENTERPRISE FINANCIAL SERVICES CORP 2025 Q4 1/14/2026
WEDGE CAPITAL MANAGEMENT L L P/NC 2025 Q4 1/14/2026
STERLING INVESTMENT ADVISORS LLC /ADV 2025 Q4 1/14/2026
WOODSTOCK CORP 2025 Q4 1/14/2026
Bell Bank 2025 Q4 1/14/2026
AVITY INVESTMENT MANAGEMENT INC. 2025 Q4 1/13/2026
CORBYN INVESTMENT MANAGEMENT INC/MD 2025 Q4 1/13/2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2025 Q4 1/13/2026
NatWest Group plc 2025 Q4 1/13/2026
DAILY JOURNAL CORP 2025 Q4 1/13/2026
FIRST FINANCIAL CORP /IN/ 2025 Q4 1/13/2026
Geremia Financial Services, LLC 2025 Q4 1/13/2026
NerdWallet Wealth Partners, LLC 2025 Q4 1/13/2026
21 West Wealth Management LLC 2025 Q4 1/13/2026
Lionshead Wealth Management, LLC 2025 Q4 1/13/2026
SCRATCH CAPITAL LLC 2025 Q4 1/13/2026
Alta Partners Management Company, L.P. 2025 Q4 1/13/2026
BostonPremier Wealth LLC 2025 Q4 1/13/2026
FSA Investment Group, LLC 2025 Q4 1/13/2026
Dream Peak Capital Ltd 2025 Q4 1/13/2026
SAGE ADVISORS, LLC 2025 Q4 1/13/2026
Argentarii, LLC 2025 Q4 1/13/2026
Global X Japan Co., Ltd. 2025 Q4 1/13/2026
Two West Capital Advisors LLC 2025 Q4 1/13/2026
Bank & Trust Co 2025 Q4 1/13/2026
Kelly Financial Services LLC 2025 Q4 1/13/2026
New Covenant Trust Company, N.A. 2025 Q4 1/13/2026
DEFINE FINANCIAL, LLC 2025 Q4 1/13/2026
Granite Group Advisors, LLC 2025 Q4 1/13/2026
Stablepoint Partners, LLC 2025 Q4 1/13/2026
FMA Wealth Management, LLC 2025 Q4 1/13/2026
Signal Advisors Wealth, LLC 2025 Q4 1/13/2026
Wynn Capital, LLC 2025 Q4 1/13/2026
BALANCED WEALTH GROUP LLC 2025 Q4 1/13/2026
Exchange Bank 2025 Q4 1/13/2026
NORDEN GROUP LLC 2025 Q4 1/13/2026
LongView Wealth Management 2025 Q4 1/13/2026
Ausbil Investment Management Ltd 2025 Q4 1/13/2026
CPA Asset Management Group, LLC 2025 Q4 1/13/2026
Olistico Wealth, LLC 2025 Q4 1/13/2026
Stephens Consulting, LLC 2025 Q4 1/13/2026
PRESILIUM PRIVATE WEALTH, LLC 2025 Q4 1/13/2026
REGATTA CAPITAL GROUP, LLC 2025 Q4 1/13/2026
Gibson Wealth Advisors LLC 2025 Q4 1/13/2026
ADAMSBROWN WEALTH CONSULTANTS LLC 2025 Q4 1/13/2026
GUERRA PAN ADVISORS, LLC 2025 Q4 1/13/2026
CHERRYDALE WEALTH MANAGEMENT, LLC 2025 Q4 1/13/2026
Shearwater Capital LLC 2025 Q4 1/13/2026
AVAII WEALTH MANAGEMENT, LLC 2025 Q4 1/13/2026
CoreCap Advisors, LLC 2025 Q4 1/13/2026
SPRING CAPITAL MANAGEMENT, LLC 2025 Q4 1/13/2026
Roberts Wealth Advisors, LLC 2025 Q4 1/13/2026
Mayflower Financial Advisors, LLC 2025 Q4 1/13/2026
Buttonwood Financial Group, LLC 2025 Q4 1/13/2026
Team Financial Group, LLC 2025 Q4 1/13/2026
West Financial Advisors, LLC 2025 Q4 1/13/2026
McClarren Financial Advisors, Inc. 2025 Q4 1/13/2026
STABLEFORD CAPITAL II LLC 2025 Q4 1/13/2026
ForthRight Wealth Management, LLC 2025 Q4 1/13/2026
Trinity Financial Advisors LLC 2025 Q4 1/13/2026
Cadent Capital Advisors, LLC 2025 Q4 1/13/2026
John W. Brooker & Co., CPAs 2025 Q4 1/13/2026
Kathmere Capital Management, LLC 2025 Q4 1/13/2026
MOULTON WEALTH MANAGEMENT, INC 2025 Q4 1/13/2026
Stonehage Fleming Financial Services Holdings Ltd 2025 Q4 1/13/2026
Matrix Trust Co 2025 Q4 1/13/2026
IFG Advisors, LLC 2025 Q4 1/13/2026
Sanctuary Advisors, LLC 2025 Q3 - NEW HOLDINGS 1/13/2026
SYQUANT CAPITAL SAS 2025 Q4 1/13/2026
Compton Wealth Advisory Group, LLC 2025 Q4 1/13/2026
WALLER FINANCIAL PLANNING GROUP, INC 2025 Q4 1/13/2026
Synergy Asset Management, LLC 2025 Q4 1/13/2026
Quadratic Capital Management LLC 2025 Q4 1/13/2026
VALUE HOLDINGS MANAGEMENT CO. LLC 2025 Q4 1/13/2026
FC Advisory LLC 2025 Q4 1/13/2026
Well Done, LLC 2025 Q4 1/13/2026
Baker Chad R 2025 Q4 1/13/2026
CMH Wealth Management LLC 2025 Q4 1/13/2026
Sharkey, Howes & Javer 2025 Q4 1/13/2026
Sendero Wealth Management, LLC 2025 Q4 1/13/2026
Trust Point Inc. 2025 Q4 1/13/2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC 2025 Q4 1/13/2026
Dakota Wealth Management 2025 Q4 1/13/2026
SMI Advisory Services, LLC 2025 Q4 1/13/2026
Trust Asset Management LLC 2025 Q4 1/13/2026
Capital Investment Advisors, LLC 2025 Q4 1/13/2026
Stonehearth Capital Management, LLC 2025 Q4 1/13/2026
Triangle Securities Wealth Management 2025 Q4 1/13/2026
MATHER GROUP, LLC. 2025 Q4 1/13/2026
Harrington Investments, INC 2025 Q4 1/13/2026
PartnerRe Asset Management CORP 2025 Q4 1/13/2026
ALBERT D MASON INC 2025 Q4 1/13/2026
RAMSEY QUANTITATIVE SYSTEMS 2025 Q4 1/13/2026
FLAGSTAR ADVISORS INC 2025 Q4 1/13/2026
RIVERBRIDGE PARTNERS LLC 2025 Q4 1/13/2026
PARSONS CAPITAL MANAGEMENT INC/RI 2025 Q4 1/13/2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2025 Q4 1/13/2026