Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
BOOTHE INVESTMENT GROUP, INC. $0.23B 38 2024-12-31 2025-02-04
ARCH VENTURE MANAGEMENT, LLC $0.23B 9 2024-12-31 2025-02-14
WEALTHSTAR ADVISORS, LLC $0.23B 130 2024-12-31 2025-01-28
SPRENG CAPITAL MANAGEMENT, INC. $0.23B 75 2024-12-31 2025-02-13
14B CAPTIAL MANAGEMENT LP $0.23B 10 2024-12-31 2025-02-14
PEAK XV PARTNERS OPERATIONS LLC $0.23B 3 2024-12-31 2025-02-12
LAIDLAW WEALTH MANAGEMENT LLC $0.23B 177 2024-12-31 2025-01-31
ASCENSION CAPITAL ADVISORS, INC. $0.23B 38 2024-12-31 2025-02-05
FREEMONT MANAGEMENT S.A. $0.23B 81 2024-12-31 2025-02-10
WEALTHCARE INVESTMENT PARTNERS, LLC $0.23B 146 2024-12-31 2025-02-03
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV $0.23B 27 2024-12-31 2025-02-03
MMA ASSET MANAGEMENT LLC $0.23B 128 2024-12-31 2025-02-05
HI-LINE CAPITAL MANAGEMENT, LLC $0.23B 37 2024-12-31 2025-02-04
SOLITUDE FINANCIAL SERVICES $0.23B 34 2024-12-31 2025-02-07
HAHN CAPITAL MANAGEMENT LLC $0.23B 29 2024-12-31 2025-02-05
FAMILY OFFICE RESEARCH LLC $0.23B 75 2024-12-31 2025-02-13
SENSIBLE MONEY, LLC $0.23B 82 2024-12-31 2025-01-28
RUGGAARD & ASSOCIATES LLC $0.23B 110 2024-12-31 2025-02-13
HARBOUR INVESTMENT MANAGEMENT LLC $0.23B 98 2024-12-31 2025-02-10
RP MANAGEMENT, LLC $0.23B 4 2024-12-31 2025-02-03
HANWHA ASSET MANAGEMENT CO., LTD. $0.23B 1 2024-12-31 2025-02-11
ORIN GREEN FINANCIAL, LLC $0.23B 79 2024-12-31 2025-02-19
MY.ALPHA MANAGEMENT HK ADVISORS LTD $0.23B 17 2024-12-31 2025-02-14
PROSPECT HILL MANAGEMENT, LLC $0.23B 16 2024-12-31 2025-02-10
WATERWAY WEALTH MANAGEMENT, LLC $0.23B 75 2024-12-31 2025-02-05
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