Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
PRESIDIO CAPITAL MANAGEMENT, LLC $0.19B 69 2024-12-31 2025-02-14
PARAGON CAPITAL MANAGEMENT LLC $0.19B 53 2024-12-31 2025-02-11
SEMANTEON CAPITAL MANAGEMENT, LP $0.19B 227 2024-12-31 2025-02-11
MARK SHEPTOFF FINANCIAL PLANNING, LLC $0.19B 431 2024-12-31 2025-02-11
BRIDGER MANAGEMENT, LLC $0.19B 28 2024-12-31 2025-02-14
SELLWOOD INVESTMENT PARTNERS LLC $0.19B 55 2024-12-31 2025-02-11
WAFRA INC. $0.19B 2 2024-12-31 2025-02-05
UNIVERSITY OF MASSACHUSETTS FOUNDATION, INC. $0.19B 4 2024-12-31 2025-02-12
CURIO WEALTH, LLC $0.19B 304 2024-12-31 2025-02-10
RESOLUTE CAPITAL ASSET PARTNERS LLC $0.19B 32 2024-12-31 2025-02-13
BANQUE DE LUXEMBOURG S.A. $0.19B 82 2024-12-31 2025-02-14
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. $0.19B 14 2024-12-31 2025-02-14
OPTIVISE ADVISORY SERVICES LLC $0.19B 175 2024-12-31 2025-02-13
VANTAGE POINT FINANCIAL LLC $0.19B 122 2024-12-31 2025-01-24
RETIREMENT FINANCIAL SOLUTIONS, LLC $0.19B 37 2024-12-31 2025-01-31
R. W. ROGE & COMPANY, INC. $0.19B 49 2024-12-31 2025-01-29
AMERISERV WEALTH ADVISORS $0.19B 63 2024-12-31 2025-02-14
IVY LANE CAPITAL MANAGEMENT, LLC $0.19B 12 2024-12-31 2025-02-12
SANTA MONICA PARTNERS LP $0.19B 17 2024-12-31 2025-01-30
M1 CAPITAL MANAGEMENT LLC $0.19B 86 2024-12-31 2025-03-19
ACORN CAPITAL ADVISORS, LLC $0.19B 20 2024-12-31 2025-02-14
LAGODA INVESTMENT MANAGEMENT, L.P. $0.18B 34 2024-12-31 2025-02-14
SAVOIR FAIRE CAPITAL MANAGEMENT, L.P. $0.18B 44 2024-12-31 2025-02-12
HOWARD WEALTH MANAGEMENT, LLC $0.18B 116 2024-12-31 2025-01-30
ELITE FINANCIAL, INC. $0.18B 50 2024-12-31 2025-03-06
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