Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
1776 WEALTH LLC $0.22B 140 2024-12-31 2025-02-10
CONTINENTAL ADVISORS LLC $0.22B 42 2024-12-31 2025-02-14
PENOBSCOT WEALTH MANAGEMENT $0.22B 74 2024-12-31 2025-02-10
ANATOLE INVESTMENT MANAGEMENT LTD $0.22B 11 2024-12-31 2025-02-14
COWA, LLC $0.22B 122 2024-12-31 2025-02-03
TKG ADVISORS, LLC $0.22B 90 2024-12-31 2025-02-01
NOKOMIS CAPITAL, L.L.C. $0.22B 57 2024-12-31 2025-02-14
PARAGON PRIVATE WEALTH MANAGEMENT, LLC $0.22B 166 2024-12-31 2025-02-07
SCALAR GAUGE MANAGEMENT, LLC $0.22B 28 2024-12-31 2025-02-12
WESTERLY CAPITAL MANAGEMENT, LLC $0.22B 44 2024-12-31 2025-02-14
WESTBRIDGE CAPITAL MANAGEMENT, LLC $0.22B 1 2024-12-31 2025-02-13
POWELL INVESTMENT ADVISORS, LLC $0.22B 157 2024-12-31 2025-01-29
DISCIPLINE WEALTH SOLUTIONS, LLC $0.22B 76 2024-12-31 2025-02-26
WHITEBARK INVESTORS LP $0.22B 9 2024-12-31 2025-02-14
IMS CAPITAL MANAGEMENT $0.22B 135 2024-12-31 2025-01-29
MARYLAND CAPITAL ADVISORS INC. $0.22B 258 2024-12-31 2025-01-30
SVF SPONSOR III LLC $0.22B 1 2024-12-31 2025-02-14
MIDWEST HERITAGE BANK, FSB $0.22B 54 2024-12-31 2025-02-06
LESLIE GLOBAL WEALTH, LLC $0.22B 71 2024-12-31 2025-02-14
MADDEN ADVISORY SERVICES, INC. $0.22B 99 2024-12-31 2025-02-13
MURCHINSON LTD. $0.22B 55 2024-12-31 2025-02-14
OV MANAGEMENT LLC $0.22B 56 2024-12-31 2025-02-12
ASPEN INVESTMENT MANAGEMENT INC $0.22B 141 2024-12-31 2025-02-03
STRAIT & SOUND WEALTH MANAGEMENT LLC $0.22B 146 2024-12-31 2025-02-18
CPA ASSET MANAGEMENT LLC $0.22B 78 2024-12-31 2025-02-04
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