Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
FOREFRONT ANALYTICS, LLC $0.22B 64 2024-12-31 2025-02-14
FLYNN ZITO CAPITAL MANAGEMENT, LLC $0.22B 124 2024-12-31 2025-02-05
DUNHILL FINANCIAL, LLC $0.21B 913 2024-12-31 2025-02-14
MIRABAUD ASSET MANAGEMENT LTD $0.21B 43 2024-12-31 2025-02-13
EMPLOYEES' RETIREMENT FUND OF THE CITY OF FORT WORTH $0.21B 11 2024-12-31 2025-02-13
HALL CAPITAL MANAGEMENT CO INC $0.21B 101 2024-12-31 2025-02-24
TWO STAR MANAGER LLC $0.21B 16 2024-12-31 2025-02-14
BCR WEALTH STRATEGIES, LLC $0.21B 26 2024-12-31 2025-01-29
VERISAIL PARTNERS, LLC $0.21B 34 2024-12-31 2025-02-13
VERIDAN WEALTH LLC $0.21B 82 2024-12-31 2025-02-05
EVERGREEN PRIVATE WEALTH LLC $0.21B 198 2024-12-31 2025-02-06
SOCHA FINANCIAL GROUP, LLC $0.21B 25 2024-12-31 2025-01-28
ONE WILLIAM STREET CAPITAL MANAGEMENT, L.P. $0.21B 4 2024-12-31 2025-02-13
COOK WEALTH, LLC $0.21B 55 2024-12-31 2025-01-24
RELIANT WEALTH PLANNING $0.21B 28 2024-12-31 2025-01-28
BIGELOW INVESTMENT ADVISORS, LLC $0.21B 146 2024-12-31 2025-01-31
DCM ADVISORS, LLC $0.21B 38 2024-12-31 2025-02-15
PAVION BLUE CAPITAL, LLC $0.21B 99 2024-12-31 2025-02-04
WEALTH QUARTERBACK LLC $0.21B 119 2024-12-31 2025-01-31
HERITAGE OAK WEALTH ADVISORS LLC $0.21B 76 2024-12-31 2025-02-05
EQ LLC $0.21B 62 2024-12-31 2025-02-05
BEACON INVESTMENT ADVISORS LLC $0.21B 154 2024-12-31 2025-02-14
BULLSEYE ASSET MANAGEMENT LLC $0.21B 61 2024-12-31 2025-02-14
BLUESTEM FINANCIAL ADVISORS, LLC $0.21B 27 2024-12-31 2025-01-30
CENTENNIAL BANK/AR/ $0.21B 313 2024-12-31 2025-02-06
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