Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
MTC WEALTH MANAGEMENT LLC $0.21B 14 2024-12-31 2025-01-30
BULL STREET ADVISORS, LLC $0.21B 89 2024-12-31 2025-01-30
FREEDOM FINANCIAL PARTNERS LLC $0.21B 69 2024-12-31 2025-02-12
WJ INTERESTS, LLC $0.21B 16 2024-12-31 2025-02-04
OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC $0.21B 105 2024-12-31 2025-02-14
GABLES CAPITAL MANAGEMENT INC. $0.21B 444 2024-12-31 2025-02-07
HARVEST MANAGEMENT LLC $0.21B 54 2024-12-31 2025-02-14
GRUNDEN FINANCIAL ADVISORY, INC. $0.21B 27 2024-12-31 2025-01-24
HUTNER CAPITAL MANAGEMENT INC $0.21B 45 2024-12-31 2025-02-14
UNITING WEALTH PARTNERS, LLC $0.21B 110 2024-12-31 2025-02-12
ATLANTIC INVESTMENT MANAGEMENT, INC. $0.21B 10 2024-12-31 2025-02-14
HMS CAPITAL MANAGEMENT, LLC $0.21B 107 2024-12-31 2025-01-29
PFC CAPITAL GROUP, INC. $0.21B 66 2024-12-31 2025-02-12
DCF ADVISERS, LLC $0.21B 87 2024-12-31 2025-02-11
WIN ADVISORS, INC $0.21B 54 2024-12-31 2025-01-27
COLONIAL RIVER INVESTMENTS, LLC $0.21B 205 2024-12-31 2025-02-04
NOTIS-MCCONARTY EDWARD $0.21B 78 2024-12-31 2025-02-13
PINNACLE FAMILY ADVISORS, LLC $0.21B 114 2024-12-31 2025-02-14
WOLF GROUP CAPITAL ADVISORS $0.21B 102 2024-12-31 2025-02-18
POSTROCK PARTNERS LLC $0.21B 84 2024-12-31 2025-02-10
FORBES FINANCIAL PLANNING, INC. $0.21B 31 2024-12-31 2025-02-11
FOUNDATION WEALTH MANAGEMENT, LLC\PA $0.21B 89 2024-12-31 2025-02-12
DRAVO BAY LLC $0.21B 51 2024-12-31 2025-02-06
RETIREMENT PLANNING CO OF NEW ENGLAND, INC. $0.21B 230 2024-12-31 2025-02-10
CANERECTOR INC $0.21B 10 2024-12-31 2025-02-26
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