Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 4/1/2026.

Manager	Period	Date filed
Stash Investments, LLC	2026 Q1	4/2/2026
Byrne Asset Management LLC	2026 Q1	4/2/2026
Hilltop National Bank	2026 Q1	4/2/2026
Ahara Advisors LLC	2025 Q4	4/2/2026
Marex Group plc	2022 Q4	4/2/2026
Marex Group plc	2024 Q2	4/2/2026
Marex Group plc	2023 Q1	4/2/2026
Marex Group plc	2023 Q2	4/2/2026
Marex Group plc	2025 Q1	4/2/2026
Marex Group plc	2024 Q4	4/2/2026
Marex Group plc	2023 Q3	4/2/2026
Horizons Wealth Management	2026 Q1	4/2/2026
Marex Group plc	2023 Q4	4/2/2026
Marex Group plc	2024 Q1	4/2/2026
NorthAvenue LLC	2025 Q4	4/2/2026
Stairway Partners, LLC	2026 Q1	4/2/2026
Fulcrum Equity Management	2026 Q1	4/2/2026
McAlister, Sweet & Associates, Inc.	2026 Q1	4/2/2026
Crumly & Associates Inc.	2026 Q1	4/2/2026
MJT & Associates Financial Advisory Group, Inc.	2026 Q1	4/2/2026
Soltis Investment Advisors LLC	2025 Q4 - RESTATEMENT	4/2/2026
LVM CAPITAL MANAGEMENT LTD/MI	2026 Q1	4/2/2026
Aspect Partners, LLC	2026 Q1	4/2/2026
LBJ Family Wealth Advisors, Ltd.	2026 Q1	4/1/2026
Mink Brook Asset Management LLC	2026 Q1	4/1/2026
Royalty Pharma Sub-Manager, LLC	2025 Q4	4/1/2026
Laurus Global Equity Management Inc.	2026 Q1	4/1/2026
Robert B. Daugherty Foundation	2026 Q1	4/1/2026
Aspen Wealth Management LLC	2026 Q1	4/1/2026
First Financial Bank - Trust Division	2026 Q1	4/1/2026
Beacon Wealthcare LLC	2026 Q1	4/1/2026
Vigilare Wealth Management	2026 Q1	4/1/2026
BEACON FINANCIAL GROUP	2025 Q4	4/1/2026
BURKETT FINANCIAL SERVICES, LLC	2026 Q1	4/1/2026
Bangor Savings Bank	2026 Q1	4/1/2026
ROWLANDMILLER & PARTNERS.ADV	2026 Q1	4/1/2026
CONFLUENCE INVESTMENT MANAGEMENT LLC	2026 Q1	4/1/2026
BancFirst Trust & Investment Management	2026 Q1	4/1/2026
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT	2026 Q1	4/1/2026
Adelphi Trust Co	2026 Q1	4/1/2026
GP Brinson Investments LLC	2026 Q1	4/1/2026
NEVILLE RODIE & SHAW INC	2026 Q1	4/1/2026
Pensionfund Sabic	2026 Q1	4/1/2026
Pensionfund PDN	2026 Q1	4/1/2026
Signature Wealth Management Group	2026 Q1	4/1/2026