Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
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
CCM INVESTMENT ADVISERS LLC 2025 Q4 1/12/2026
KEMPNER CAPITAL MANAGEMENT INC. 2025 Q4 1/12/2026
PROFESSIONAL ADVISORY SERVICES INC 2025 Q4 1/12/2026
DAVENPORT & Co LLC 2025 Q4 1/12/2026
SALEM INVESTMENT COUNSELORS INC 2025 Q4 1/12/2026
WORLD EQUITY GROUP, INC. 2025 Q4 1/12/2026
CISCO SYSTEMS, INC. 2025 Q4 1/12/2026
CULLEN INVESTMENT GROUP, LTD. 2025 Q4 1/12/2026
FIRST MERCHANTS CORP 2025 Q4 1/12/2026
Aquamarine Financial (Cayman) Ltd 2025 Q3 1/12/2026
Thayer Financial, L.L.C. 2025 Q4 1/12/2026
Meadowbrook Wealth Management, LLC 2025 Q4 1/12/2026
Beacon Financial Strategies CORP 2025 Q4 1/12/2026
Bulwark Capital Corp 2025 Q4 1/12/2026
Ryan Investment Management, Inc. 2025 Q4 1/12/2026
Brucke Financial, Inc. 2025 Q4 1/12/2026
Aurdan Capital Management, LLC 2025 Q4 1/12/2026
DKM Wealth Management, Inc. 2025 Q4 1/12/2026
BREAKTHRU ADVISORY SERVICES, LLC 2025 Q4 1/12/2026
Rialto Wealth Management, LLC 2025 Q4 1/12/2026
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 2025 Q4 1/12/2026
Fjell Capital, LLC 2025 Q4 1/12/2026
Archer Investment Management, LLC 2025 Q4 1/12/2026
LIFELONG WEALTH ADVISORS, INC. 2025 Q4 1/12/2026
RoundAngle Advisors LLC 2025 Q4 1/12/2026
FOUNDERS GROVE WEALTH PARTNERS, LLC 2025 Q4 1/12/2026
Optivise Advisory Services LLC 2025 Q4 1/12/2026
Hickory Point Bank & Trust 2025 Q4 1/12/2026
Avanza Fonder AB 2025 Q4 1/12/2026
Accelerate Investment Advisors LLC 2025 Q4 1/12/2026
Farrell Financial LLC 2025 Q4 1/12/2026
Heritage Family Offices, LLP 2025 Q4 1/12/2026
Naria Inc. 2025 Q4 1/12/2026
Focus Financial Network, Inc. 2025 Q4 1/12/2026
Wealth Group Ltd 2025 Q4 1/12/2026
CENTRAL VALLEY ADVISORS, LLC 2025 Q4 1/12/2026
Arbor Wealth Advisors LLC 2025 Q4 1/12/2026
E. Ohman J:or Asset Management AB 2025 Q4 1/12/2026
Shotwell Rutter Baer Inc 2025 Q4 1/12/2026
Silverberg Bernstein Capital Management LLC 2025 Q4 1/12/2026
Physician Wealth Solutions Inc. 2025 Q4 1/12/2026
Sherrill & Hutchins Financial Advisory, Inc 2025 Q4 1/12/2026
PUREfi Wealth, LLC 2025 Q4 1/12/2026
PFW Advisors LLC 2025 Q4 1/12/2026
MYECFO, LLC 2025 Q4 1/12/2026
National Wealth Management Group, LLC 2025 Q4 1/12/2026
Pioneer Wealth Management Group 2025 Q4 1/12/2026
FFG RETIREMENT ADVISORS LLC 2025 Q4 1/12/2026
Kaydan Wealth Management, Inc. 2025 Q4 1/12/2026
Shira Ridge Wealth Management 2025 Q4 1/12/2026
DAYMARK WEALTH PARTNERS, LLC 2025 Q4 1/12/2026
Abound Wealth Management 2025 Q4 1/12/2026
Quantum Financial Advisors, LLC 2025 Q4 1/12/2026
WILLNER & HELLER, LLC 2025 Q4 1/12/2026
M & L Capital Management Ltd 2025 Q4 1/12/2026
Lanham O'Dell & Company, Inc. 2025 Q4 1/12/2026
FIDUCIARY FINANCIAL GROUP, LLC 2025 Q4 1/12/2026
Bill Few Associates, Inc. 2025 Q4 1/12/2026
Byrne Asset Management LLC 2025 Q4 1/12/2026
Spinnaker Investment Group, LLC 2025 Q4 1/12/2026
TILIA FIDUCIARY PARTNERS, INC. 2025 Q4 1/12/2026
Czech National Bank 2025 Q4 1/12/2026
Scott Capital Advisors, LLC 2025 Q4 1/12/2026
Connective Portfolio Management, LLC 2025 Q4 1/12/2026
Amplius Wealth Advisors, LLC 2025 Q4 1/12/2026
Holland Advisory Services, Inc. 2025 Q4 1/12/2026
ARS Wealth Advisors Group, LLC 2025 Q4 1/12/2026
Lauer Wealth, LLC 2025 Q4 1/12/2026
Canvas Wealth Advisors, LLC 2025 Q4 1/12/2026
Thrive Wealth Management, LLC 2025 Q4 1/12/2026
Legacy Wealth Asset Management, LLC 2025 Q4 1/12/2026
SAX WEALTH ADVISORS, LLC 2025 Q4 1/12/2026
Rempart Asset Management Inc. 2025 Q4 1/12/2026
Skyline Advisors, Inc. 2025 Q4 1/12/2026
PEAK FINANCIAL ADVISORS LLC 2025 Q4 1/12/2026
Wealth Management Partners, LLC 2025 Q4 1/12/2026
Foster Group, Inc. 2025 Q4 1/12/2026
Harbor Group, Inc. 2025 Q4 1/12/2026
David J Yvars Group 2025 Q4 1/12/2026
Cordant, Inc. 2025 Q4 1/12/2026