Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
PATRON PARTNERS, LLC $0.18B 172 2024-12-31 2025-01-24
GLASS WEALTH MANAGEMENT CO LLC $0.18B 58 2024-12-31 2025-02-06
TSG CONSUMER PARTNERS LP $0.18B 1 2024-12-31 2025-02-13
TRIAVERA CAPITAL LLC $0.18B 19 2024-12-31 2025-02-14
PACIFIC SUN FINANCIAL CORP $0.18B 184 2024-12-31 2025-02-03
ARCADIA INVESTMENT ADVISORS LLC $0.18B 80 2024-12-31 2025-01-24
MSD CAPITAL L P $0.18B 3 2024-12-31 2025-02-14
EVOLUTION ADVISERS, INC. $0.18B 184 2024-12-31 2025-01-29
GAME CREEK CAPITAL, LP $0.18B 81 2024-12-31 2025-02-14
5T WEALTH, LLC $0.18B 97 2024-12-31 2025-01-31
LANHAM O'DELL & COMPANY, INC. $0.18B 27 2024-12-31 2025-02-06
HIGHLAND PEAK CAPITAL, LLC $0.18B 21 2024-12-31 2025-02-07
AURORA INVESTMENT COUNSEL $0.18B 114 2024-12-31 2025-02-10
FINANCIAL GUIDANCE GROUP, INC. $0.18B 72 2024-12-31 2025-01-30
URBAN FINANCIAL ADVISORY CORP $0.18B 51 2024-12-31 2025-02-14
HARRINGTON INVESTMENTS, INC $0.18B 81 2024-12-31 2025-02-10
WISCONSIN CAPITAL MANAGEMENT LLC $0.18B 47 2024-12-31 2025-02-12
VALUES FIRST ADVISORS, INC. $0.18B 224 2024-12-31 2025-01-29
FAMILY CFO INC $0.18B 92 2024-12-31 2025-01-30
CRUISER CAPITAL ADVISORS, LLC $0.18B 50 2024-12-31 2025-02-11
PRAGMA GESTAO DE PATRIMONIO LTD $0.18B 16 2024-12-31 2025-02-12
KESTREL INVESTMENT MANAGEMENT CORP $0.18B 40 2024-12-31 2025-02-12
AMERAUDI ASSET MANAGEMENT, INC. $0.18B 55 2024-12-31 2025-02-12
POINT72 ITALY, S.R.L. $0.18B 28 2024-12-31 2025-02-14
WHITE OAK CAPITAL PARTNERS PTE. LTD. $0.18B 14 2024-12-31 2025-02-14
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