Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
CREEKSIDE PARTNERS $0.19B 164 2024-12-31 2025-02-07
PERRY CREEK CAPITAL LP $0.19B 11 2024-12-31 2025-02-14
DALTON INVESTMENTS, INC. $0.19B 27 2024-12-31 2025-02-13
CLAYTON, DUBILIER & RICE, LLC $0.19B 3 2024-12-31 2025-02-03
CHICAGO WEALTH MANAGEMENT, INC. $0.19B 50 2024-12-31 2025-02-07
INDEPENDENT FAMILY OFFICE, LLC $0.19B 71 2024-12-31 2025-02-10
HARBERT FUND ADVISORS, INC. $0.19B 95 2024-12-31 2025-02-13
JDM FINANCIAL GROUP LLC $0.19B 357 2024-12-31 2025-02-15
PERRITT CAPITAL MANAGEMENT INC $0.19B 307 2024-12-31 2025-02-12
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $0.19B 5 2024-12-31 2025-02-03
ARROWROOT FAMILY OFFICE, LLC $0.19B 133 2024-12-31 2025-02-14
5TH STREET ADVISORS, LLC $0.19B 29 2024-12-31 2025-01-28
MOSER WEALTH ADVISORS, LLC $0.19B 136 2024-12-31 2025-01-28
WHITEFORT CAPITAL MANAGEMENT, LP $0.19B 18 2024-12-31 2025-02-14
GORDIAN CAPITAL SINGAPORE PTE LTD $0.19B 162 2024-12-31 2025-02-18
COTTAGE STREET ADVISORS LLC $0.19B 112 2024-12-31 2025-02-12
WEALTHCARE CAPITAL PARTNERS, LLC $0.19B 118 2024-12-31 2025-01-29
PROACTIVE WEALTH STRATEGIES LLC $0.19B 128 2024-12-31 2025-01-31
VPR MANAGEMENT LLC $0.19B 55 2024-12-31 2025-02-13
CONCORDE ASSET MANAGEMENT, LLC $0.19B 182 2024-12-31 2025-02-13
FOURTH DIMENSION WEALTH, LLC $0.19B 629 2024-12-31 2025-02-18
FOURWORLD CAPITAL MANAGEMENT LLC $0.19B 21 2024-12-31 2025-02-14
MELIA WEALTH LLC $0.19B 19 2024-12-31 2025-02-13
ADALTA CAPITAL MANAGEMENT LLC $0.19B 99 2024-12-31 2025-02-15
RICHARDS, MERRILL & PETERSON, INC. $0.19B 502 2024-12-31 2025-02-13
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