Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
MONTZ HARCUS WEALTH MANAGEMENT LLC $0.18B 74 2024-12-31 2025-01-29
ORLEANS CAPITAL MANAGEMENT CORP/LA $0.18B 94 2024-12-31 2025-02-12
TRIBUNE INVESTMENT GROUP LP $0.18B 27 2024-12-31 2025-02-13
CINCINNATI CASUALTY CO $0.18B 24 2024-12-31 2025-02-12
ROGER WITTLIN INVESTMENT ADVISORY, LLC $0.18B 43 2024-12-31 2025-02-12
AVORY & COMPANY, LLC $0.18B 29 2024-12-31 2025-02-06
BURNS MATTESON CAPITAL MANAGEMENT, LLC $0.18B 161 2024-12-31 2025-01-28
MUDITA ADVISORS LLP $0.18B 18 2024-12-31 2025-02-14
UNIVERSITY OF MARYLAND FOUNDATION, INC. $0.18B 8 2024-12-31 2025-02-05
RICHMOND INVESTMENT SERVICES, LLC $0.18B 106 2024-12-31 2025-02-19
ALPHA FAMILY TRUST $0.18B 156 2024-12-31 2025-02-13
HALL KATHRYN A. $0.18B 20 2024-12-31 2025-02-12
CLEARFIELD CAPITAL MANAGEMENT LP $0.18B 18 2024-12-31 2025-02-14
OLD NORTH STATE WEALTH MANAGEMENT, LLC $0.18B 113 2024-12-31 2025-01-27
ALAPOCAS INVESTMENT PARTNERS, INC. $0.18B 21 2024-12-31 2025-02-13
HORIZON FINANCIAL SERVICES, LLC $0.18B 272 2024-12-31 2025-02-12
MN WEALTH ADVISORS, LLC $0.18B 100 2024-12-31 2025-01-30
FMB WEALTH MANAGEMENT $0.18B 67 2024-12-31 2025-01-29
VERITY ASSET MANAGEMENT, INC. $0.18B 183 2024-12-31 2025-01-24
LATITUDE ADVISORS, LLC $0.18B 185 2024-12-31 2025-01-29
CARROLL INVESTORS, INC $0.18B 29 2024-12-31 2025-02-13
LCM CAPITAL MANAGEMENT INC $0.18B 98 2024-12-31 2025-01-27
RE DICKINSON INVESTMENT ADVISORS, LLC $0.18B 323 2024-12-31 2025-02-13
STASH INVESTMENTS, LLC $0.18B 5 2024-12-31 2025-01-27
BLANTYRE CAPITAL LTD $0.18B 1 2024-12-31 2025-02-14
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