Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
ENCOMPASS WEALTH ADVISORS, LLC $0.25B 99 2024-12-31 2025-01-27
LANDMARK INVESTMENT PARTNERS, L.P. $0.25B 18 2024-12-31 2025-02-14
NEXT CAPITAL MANAGEMENT LLC $0.25B 141 2024-12-31 2025-02-11
MCMILL WEALTH MANAGEMENT $0.25B 44 2024-12-31 2025-02-18
LYNCH ASSET MANAGEMENT, INC. $0.25B 42 2024-12-31 2025-01-24
OLD WEST INVESTMENT MANAGEMENT, LLC $0.25B 55 2024-12-31 2025-02-12
FSA WEALTH MANAGEMENT LLC $0.25B 569 2024-12-31 2025-02-14
GENEVA PARTNERS, LLC $0.25B 71 2024-12-31 2025-01-27
GOEPPER BURKHARDT LLC $0.25B 82 2024-12-31 2025-02-12
CRCM LP $0.25B 6 2024-12-31 2025-02-07
ONE DEGREE ADVISORS INC $0.25B 61 2024-12-31 2025-02-13
WEIK CAPITAL MANAGEMENT $0.25B 93 2024-12-31 2025-02-12
CROWN WEALTH GROUP, LLC $0.25B 113 2024-12-31 2025-02-05
TSA WEALTH MANAGMENT LLC $0.25B 64 2024-12-31 2025-02-06
RPD FUND MANAGEMENT LLC $0.25B 8 2024-12-31 2025-02-14
WORTHPOINTE, LLC $0.25B 90 2024-12-31 2025-02-11
PRAETORIAN PR LLC $0.25B 24 2024-12-31 2025-02-14
ROGCO, LP $0.25B 218 2024-12-31 2025-01-30
FIRST DALLAS SECURITIES INC. $0.25B 112 2024-12-31 2025-01-24
BRIAUD FINANCIAL PLANNING, INC $0.25B 218 2024-12-31 2025-02-07
GKV CAPITAL MANAGEMENT CO., INC. $0.25B 160 2024-12-31 2025-02-13
LONG ROAD INVESTMENT COUNSEL, LLC $0.25B 71 2024-12-31 2025-02-10
TILSON FINANCIAL GROUP, INC. $0.25B 73 2024-12-31 2025-02-07
MAXWELL WEALTH STRATEGIES INC. $0.24B 110 2024-12-31 2025-02-13
BLUE POOL MANAGEMENT LTD. $0.24B 3 2024-12-31 2025-02-14
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