Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
SAND GROVE CAPITAL MANAGEMENT LLP $0.21B 13 2024-12-31 2025-02-14
BIRNAM OAK ADVISORS, LP $0.21B 27 2024-12-31 2025-02-10
JONES ROAD CAPITAL MANAGEMENT, L.P. $0.21B 36 2024-12-31 2025-02-13
YARDLEY WEALTH MANAGEMENT LLC $0.21B 41 2024-12-31 2025-02-10
PACES FERRY WEALTH ADVISORS, LLC $0.21B 131 2024-12-31 2025-02-11
INNEALTA CAPITAL, LLC $0.21B 129 2024-12-31 2025-02-07
RIVERWATER PARTNERS LLC $0.21B 212 2024-12-31 2025-02-13
BONTEMPO OHLY CAPITAL MGMT LLC $0.21B 34 2024-12-31 2025-02-14
LANDMARK WEALTH MANAGEMENT, INC. $0.21B 45 2024-12-31 2025-01-28
THREE SEASONS WEALTH, LLC $0.21B 123 2024-12-31 2025-02-14
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV $0.21B 160 2024-12-31 2025-02-03
REDWOOD WEALTH MANAGEMENT GROUP, LLC $0.21B 159 2024-12-31 2025-01-27
SWAN CAPITAL LLC $0.20B 381 2024-12-31 2025-02-25
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC $0.20B 411 2024-12-31 2025-02-04
SECOND HALF FINANCIAL PARTNERS, LLC $0.20B 93 2024-12-31 2025-02-14
ALEXIS INVESTMENT PARTNERS, LLC $0.20B 88 2024-12-31 2025-02-13
DECADE RENEWABLE PARTNERS LP $0.20B 31 2024-12-31 2025-02-14
BROGAN FINANCIAL, INC. $0.20B 56 2024-12-31 2025-02-13
O'ROURKE & COMPANY, INC $0.20B 147 2024-12-31 2025-02-13
UNISON ASSET MANAGEMENT LLC $0.20B 32 2024-12-31 2025-01-28
AFT, FORSYTH & COMPANY, INC. $0.20B 126 2024-12-31 2025-01-29
INVESTMARK ADVISORY GROUP LLC $0.20B 115 2024-12-31 2025-02-18
AUTUMN GLORY PARTNERS, LLC $0.20B 172 2024-12-31 2025-01-30
BURFORD BROTHERS, INC. $0.20B 156 2024-12-31 2025-01-24
PARKER FINANCIAL LLC $0.20B 35 2024-12-31 2025-02-01
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