Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
GITTERMAN WEALTH MANAGEMENT, LLC $0.24B 128 2024-12-31 2025-02-10
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC $0.24B 269 2024-12-31 2025-01-31
THEORY FINANCIAL LLC $0.24B 74 2024-12-31 2025-02-04
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC $0.24B 109 2024-12-31 2025-02-14
SHAKER INVESTMENTS LLC/OH $0.24B 89 2024-12-31 2025-01-29
FORAGER CAPITAL MANAGEMENT, LLC $0.24B 13 2024-12-31 2025-02-14
INVENIO WEALTH PARTNERS LLC $0.24B 99 2024-12-31 2025-02-12
THOMAS STORY & SON LLC $0.24B 51 2024-12-31 2025-01-29
NIGHTVIEW CAPITAL, LLC $0.24B 6 2024-12-31 2025-02-14
HANOVER ADVISORS INC $0.24B 91 2024-12-31 2025-02-05
ENTRYPOINT CAPITAL, LLC $0.24B 694 2024-12-31 2025-02-11
FACT CAPITAL, LP $0.24B 20 2024-12-31 2025-02-14
MACHINA CAPITAL S.A.S. $0.24B 265 2024-12-31 2025-02-07
STRATEGIC EQUITY MANAGEMENT $0.24B 52 2024-12-31 2025-02-07
EOS MANAGEMENT, L.P. $0.24B 40 2024-12-31 2025-02-07
PALISADES HUDSON ASSET MANAGEMENT, L.P. $0.24B 105 2024-12-31 2025-02-07
GOLD INVESTMENT MANAGEMENT LTD. $0.24B 215 2024-12-31 2025-02-10
BARRETT & COMPANY, INC. $0.24B 609 2024-12-31 2025-01-28
PALISADES INVESTMENT PARTNERS, LLC $0.24B 41 2024-12-31 2025-02-18
TWIN PEAKS WEALTH ADVISORS, LLC $0.24B 140 2024-12-31 2025-02-04
UNITED BANK $0.24B 108 2024-12-31 2025-02-12
ELEVATION WEALTH PARTNERS, LLC $0.24B 500 2024-12-31 2025-01-28
INTREPID FINANCIAL PLANNING GROUP LLC $0.24B 122 2024-12-31 2025-02-10
GPM GROWTH INVESTORS, INC. $0.24B 43 2024-12-31 2025-02-06
TERAMO ADVISORS, LLC $0.24B 7 2024-12-31 2025-02-10
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