Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
NKCFO LLC $0.23B 105 2024-12-31 2025-01-30
ORION CAPITAL MANAGEMENT LLC $0.23B 476 2024-12-31 2025-02-15
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC $0.23B 66 2024-12-31 2025-01-30
ASHBURTON LTD $0.23B 52 2024-12-31 2025-02-13
OPTIMUM INVESTMENT ADVISORS $0.23B 617 2024-12-31 2025-02-11
IVYROCK ASSET MANAGEMENT LTD $0.23B 23 2024-12-31 2025-02-12
PAMALICAN ASSET MANAGEMENT LTD $0.23B 32 2024-12-31 2025-02-13
GIBRALTAR CAPITAL MANAGEMENT, INC. $0.23B 55 2024-12-31 2025-02-05
DATA COLLECTIVE IV GP, LLC $0.23B 6 2024-12-31 2025-02-14
ALEXANDER LABRUNERIE & CO., INC. $0.23B 103 2024-12-31 2025-01-27
CURA WEALTH ADVISORS, LLC $0.23B 96 2024-12-31 2025-02-14
ETESIAN WEALTH ADVISORS, INC. $0.23B 141 2024-12-31 2025-01-27
BETA WEALTH GROUP, INC. $0.23B 108 2024-12-31 2025-01-31
CODEX CAPITAL ASSET MANAGEMENT L.L.C. $0.23B 35 2024-12-31 2025-02-11
ALTUS WEALTH GROUP LLC $0.23B 143 2024-12-31 2025-02-10
FLUENT FINANCIAL, LLC $0.23B 62 2024-12-31 2025-03-03
HAZLETT, BURT & WATSON, INC. $0.23B 767 2024-12-31 2025-02-12
SMITH SHELLNUT WILSON LLC /ADV $0.23B 146 2024-12-31 2025-03-04
POTENTIA WEALTH $0.22B 97 2024-12-31 2025-02-12
ROCKPORT WEALTH LLC $0.22B 67 2024-12-31 2025-02-10
TIEMANN INVESTMENT ADVISORS, LLC $0.22B 192 2024-12-31 2025-02-07
SILVER HEIGHTS CAPITAL MANAGEMENT INC $0.22B 4 2024-12-31 2025-02-13
FORUM PRIVATE CLIENT GROUP LLC $0.22B 75 2024-12-31 2025-02-13
INFUSIVE ASSET MANAGEMENT INC. $0.22B 37 2024-12-31 2025-02-13
FORESITE CAPITAL MANAGEMENT VI LLC $0.22B 14 2024-12-31 2025-02-14
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us