Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
GLOBAL ASSETS ADVISORY, LLC $0.18B 149 2024-12-31 2025-02-14
WINDLE WEALTH, LLC $0.18B 32 2024-12-31 2025-02-07
ABSOLUTE CAPITAL MANAGEMENT, LLC $0.18B 121 2024-12-31 2025-02-11
PRUDENT MAN INVESTMENT MANAGEMENT, INC. $0.18B 169 2024-12-31 2025-02-12
PERISCOPE CAPITAL INC. $0.18B 200 2024-12-31 2025-02-10
INTELLIGENT FINANCIAL STRATEGIES $0.18B 80 2024-12-31 2025-01-30
BUTTONWOOD FINANCIAL GROUP, LLC $0.18B 28 2024-12-31 2025-01-31
AMERICAN CAPITAL ADVISORY, LLC $0.18B 472 2024-12-31 2025-01-28
GUERRA ADVISORS INC $0.18B 60 2024-12-31 2025-02-14
BLUECHIP WEALTH ADVISORS LLC $0.18B 136 2024-12-31 2025-02-12
NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. $0.18B 51 2024-12-31 2025-02-13
ALLIE FAMILY OFFICE LLC $0.18B 95 2024-12-31 2025-02-12
GREYKASELL WEALTH STRATEGIES, INC. $0.18B 119 2024-12-31 2025-02-10
BULL OAK CAPITAL, LLC $0.18B 26 2024-12-31 2025-02-04
ENTERPRISE FINANCIAL SERVICES CORP $0.18B 151 2024-12-31 2025-02-07
CRUX WEALTH ADVISORS $0.18B 150 2024-12-31 2025-02-13
CCG WEALTH MANAGEMENT, LLC $0.18B 69 2024-12-31 2025-01-24
GRAND WEALTH MANAGEMENT, LLC $0.18B 66 2024-12-31 2025-02-12
GEM ASSET MANAGEMENT, LLC $0.18B 91 2024-12-31 2025-01-29
SECURITY NATIONAL BANK OF SO DAK $0.18B 108 2024-12-31 2025-02-14
NBZ INVESTMENT ADVISORS LLC $0.18B 69 2024-12-31 2025-02-12
HAVEN PRIVATE, LLC $0.18B 136 2024-12-31 2025-02-07
KANE INVESTMENT MANAGEMENT, INC. $0.18B 90 2024-12-31 2025-02-13
SOLSTEIN CAPITAL, LLC $0.18B 313 2024-12-31 2025-02-13
ALLIANCE WEALTH ADVISORS, LLC $0.18B 145 2024-12-31 2025-01-28
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