Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
WEALTH ADVISORS OF TAMPA BAY, LLC $0.23B 86 2024-12-31 2025-02-13
HGC INVESTMENT MANAGEMENT INC. $0.23B 70 2024-12-31 2025-02-14
TOPEL & DISTASI WEALTH MANAGEMENT, LLC $0.23B 78 2024-12-31 2025-01-30
ELEVATION CAPITAL ADVISORY, LLC $0.23B 51 2024-12-31 2025-02-07
OMNIA FAMILY WEALTH, LLC $0.23B 79 2024-12-31 2025-02-06
NORTHWEST CAPITAL MANAGEMENT INC $0.23B 436 2024-12-31 2025-02-04
MORRIS FINANCIAL CONCEPTS, INC. $0.23B 184 2024-12-31 2025-01-29
DIADEMA PARTNERS LP $0.23B 107 2024-12-31 2025-02-14
SAMALIN INVESTMENT COUNSEL, LLC $0.23B 293 2024-12-31 2025-02-11
LUMBARD & KELLNER, LLC $0.23B 79 2024-12-31 2025-02-14
BOND CAPITAL MANAGEMENT, LP $0.23B 5 2024-12-31 2025-02-13
GEN-WEALTH PARTNERS INC $0.23B 648 2024-12-31 2025-02-14
SYNERGY INVESTMENT MANAGEMENT, LLC $0.23B 637 2024-12-31 2025-02-06
WMG FINANCIAL ADVISORS, LLC $0.23B 172 2024-12-31 2025-02-06
1248 MANAGEMENT, LLC $0.23B 75 2024-12-31 2025-02-14
SCULATI WEALTH MANAGEMENT, LLC $0.23B 103 2024-12-31 2025-02-05
JOHN W. BROOKER & CO., CPAS $0.23B 75 2024-12-31 2025-01-27
WILLS FINANCIAL GROUP, INC. $0.23B 65 2024-12-31 2025-02-14
LOKKEN INVESTMENT GROUP LLC $0.23B 139 2024-12-31 2025-02-12
AXIS CAPITAL HOLDINGS LTD $0.23B 3 2024-12-31 2025-01-29
NAPA WEALTH MANAGEMENT $0.23B 170 2024-12-31 2025-02-14
ONE FIN CAPITAL MANAGEMENT LP $0.23B 18 2024-12-31 2025-02-14
CASTELLAN GROUP $0.23B 61 2024-12-31 2025-01-29
SITTNER & NELSON, LLC $0.23B 493 2024-12-31 2025-02-11
YONG RONG ASSET MANAGEMENT LTD $0.23B 24 2024-12-31 2025-02-04
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