Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
GREAT POINT PARTNERS LLC $0.21B 26 2024-12-31 2025-02-14
WEITZEL FINANCIAL SERVICES, INC. $0.21B 41 2024-12-31 2025-02-14
SPECTRUM WEALTH ADVISORY GROUP, LLC $0.21B 56 2024-12-31 2025-01-30
FINANCIAL AVENGERS, INC. $0.21B 161 2024-12-31 2025-02-14
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. $0.21B 3 2024-12-31 2025-02-14
TED BUCHAN & CO $0.21B 83 2024-12-31 2025-02-12
SHOREHAVEN WEALTH PARTNERS, LLC $0.21B 88 2024-12-31 2025-01-29
RANCH CAPITAL ADVISORS INC. $0.21B 141 2024-12-31 2025-02-07
ELIOS FINANCIAL GROUP INC. $0.21B 112 2024-12-31 2025-02-13
OPTIMIST RETIREMENT GROUP LLC $0.21B 119 2024-12-31 2025-01-27
CHANEY CAPITAL MANAGEMENT, INC. $0.21B 37 2024-12-31 2025-01-28
LLOYD ADVISORY SERVICES, LLC. $0.21B 100 2024-12-31 2025-02-03
SHARIAPORTFOLIO, INC. $0.21B 26 2024-12-31 2025-02-04
LUNATE HOLDING RSC LTD $0.21B 4 2024-12-31 2025-02-14
WD RUTHERFORD LLC $0.21B 71 2024-12-31 2025-01-30
GAME PLAN FINANCIAL ADVISORS, LLC $0.21B 385 2024-12-31 2025-01-30
HEALTHINVEST PARTNERS AB $0.21B 36 2024-12-31 2025-02-04
GARRISON POINT ADVISORS, LLC $0.21B 161 2024-12-31 2025-02-13
KESSLER INVESTMENT GROUP, LLC $0.21B 185 2024-12-31 2025-01-30
TFO WEALTH PARTNERS, LLC $0.21B 10 2024-12-31 2025-02-07
WISHBONE MANAGEMENT, LP $0.21B 4 2024-12-31 2025-02-13
MITHAQ CAPITAL SPC $0.21B 4 2024-12-31 2025-02-05
BARDIN HILL MANAGEMENT PARTNERS LP $0.21B 32 2024-12-31 2025-02-13
TRAIL RIDGE INVESTMENT ADVISORS, LLC $0.21B 102 2024-12-31 2025-02-07
JW ASSET MANAGEMENT, LLC $0.21B 17 2024-12-31 2025-02-07
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