Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
AYAL CAPITAL ADVISORS LTD $0.20B 43 2024-12-31 2025-02-14
LATIGO INVESTMENTS, LLC $0.20B 18 2024-12-31 2025-02-05
LEVERTY FINANCIAL GROUP, LLC $0.20B 38 2024-12-31 2025-01-24
CHECKPOINT CAPITAL L.P. $0.20B 16 2024-12-31 2025-02-14
INTREPID CAPITAL MANAGEMENT INC $0.20B 106 2024-12-31 2025-02-12
WATERFORD ADVISORS, LLC $0.20B 46 2024-12-31 2025-02-14
SK WEALTH MANAGEMENT, LLC $0.20B 71 2024-12-31 2025-03-03
DOPKINS WEALTH MANAGEMENT, LLC $0.20B 86 2024-12-31 2025-02-10
MILLER WEALTH ADVISORS, LLC $0.20B 91 2024-12-31 2025-02-04
AULL & MONROE INVESTMENT MANAGEMENT CORP $0.20B 124 2024-12-31 2025-02-07
CAHILL WEALTH MANAGEMENT, LLC $0.20B 49 2024-12-31 2025-02-13
MENLO ADVISORS LLC $0.20B 29 2024-12-31 2025-02-06
AVISO WEALTH MANAGEMENT $0.20B 143 2024-12-31 2025-02-11
TANDEM WEALTH ADVISORS LLC $0.20B 52 2024-12-31 2025-02-13
SIGNET INVESTMENT ADVISORY GROUP, INC. $0.20B 71 2024-12-31 2025-01-29
STRATEGIC FINANCIAL PARTNERS, LTD. $0.20B 70 2024-12-31 2025-02-10
CHRONOS WEALTH MANAGEMENT, LLC $0.20B 43 2024-12-31 2025-01-28
ROSALIND ADVISORS, INC. $0.20B 40 2024-12-31 2025-02-11
OAKCLIFF CAPITAL PARTNERS, LP $0.20B 9 2024-12-31 2025-02-14
LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. $0.20B 17 2024-12-31 2025-03-14
SALZHAUER MICHAEL $0.20B 79 2024-12-31 2025-01-28
VERMILLION WEALTH MANAGEMENT, INC. $0.20B 551 2024-12-31 2025-02-21
TETON ADVISORS, INC. $0.20B 190 2024-12-31 2025-02-13
TIMONIER FAMILY OFFICE, LTD. $0.19B 49 2024-12-31 2025-02-03
NCP INC. $0.19B 132 2024-12-31 2025-02-04
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