Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
RINGS CAPITAL MANAGEMENT LLC $0.19B 8 2024-12-31 2025-02-14
OWEN LARUE, LLC $0.19B 90 2024-12-31 2025-02-14
ORBA WEALTH ADVISORS, L.L.C. $0.19B 104 2024-12-31 2025-02-05
ELEMENT WEALTH, LLC $0.19B 292 2024-12-31 2025-02-03
CRESTA ADVISORS, LTD. $0.19B 50 2024-12-31 2025-01-31
GUARDIAN POINT CAPITAL, LP $0.19B 8 2024-12-31 2025-02-14
BREED'S HILL CAPITAL LLC $0.19B 134 2024-12-31 2025-02-18
TOWER WEALTH PARTNERS, INC. $0.19B 77 2024-12-31 2025-02-07
WORLDLY PARTNERS MANAGEMENT, LLC $0.19B 3 2024-12-31 2025-02-14
GOODWIN INVESTMENT ADVISORY $0.19B 39 2024-12-31 2025-02-05
INTERACTIVE FINANCIAL ADVISORS, INC. $0.19B 86 2024-12-31 2025-02-06
POWERS CAPITAL, LLC $0.19B 2 2024-12-31 2025-02-13
TUMWATER WEALTH MANAGEMENT, LLC $0.19B 31 2024-12-31 2025-02-10
GROVE STREET FIDUCIARY, LLC $0.19B 58 2024-12-31 2025-02-03
VIEWPOINT CAPITAL MANAGEMENT LLC $0.19B 136 2024-12-31 2025-01-29
S.A. MASON LLC $0.19B 342 2024-12-31 2025-01-24
CARL P. SHERR & CO., LLC $0.19B 118 2024-12-31 2025-02-03
ELCO MANAGEMENT CO., LLC $0.19B 158 2024-12-31 2025-02-13
DELANEY DENNIS R $0.19B 46 2024-12-31 2025-02-13
SHARED VISION WEALTH GROUP LLC $0.19B 75 2024-12-31 2025-02-06
BLUE BARN WEALTH, LLC $0.19B 147 2024-12-31 2025-02-06
PLAN GROUP FINANCIAL, LLC $0.19B 115 2024-12-31 2025-01-31
INFINITUM ASSET MANAGEMENT, LLC $0.19B 18 2024-12-31 2025-02-26
TOWER VIEW WEALTH MANAGEMENT LLC $0.19B 196 2024-12-31 2025-02-05
SILVER OAK ADVISORY GROUP, INC. $0.19B 65 2024-12-31 2025-02-07
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