Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
SIMS INVESTMENT MANAGEMENT, LLC $0.18B 37 2024-12-31 2025-02-05
FOX HILL WEALTH MANAGEMENT $0.18B 128 2024-12-31 2025-02-11
MCBROOM & ASSOCIATES, LLC $0.18B 35 2024-12-31 2025-01-29
WATCHTOWER ADVISORS, LP $0.18B 14 2024-12-31 2025-02-13
KAIZEN FINANCIAL STRATEGIES $0.18B 133 2024-12-31 2025-02-14
COMPASS FINANCIAL SERVICES INC $0.18B 205 2024-12-31 2025-01-28
AFLAC INC $0.18B 3 2024-12-31 2025-02-05
MASTERTON CAPITAL MANAGEMENT, LP $0.18B 22 2024-12-31 2025-02-14
CAPITAL WEALTH ALLIANCE, LLC $0.18B 80 2024-12-31 2025-01-29
COOPER/HAIMS ADVISORS, LLC $0.18B 78 2024-12-31 2025-02-13
STRENGTHENING FAMILIES & COMMUNITIES, LLC $0.18B 353 2024-12-31 2025-01-29
INDEX VENTURE GROWTH ASSOCIATES IV LTD $0.18B 1 2024-12-31 2025-02-14
HIGHLANDER PARTNERS, L.P. $0.18B 39 2024-12-31 2025-02-07
CAPITAL SQUARE, LLC $0.18B 189 2024-12-31 2025-02-13
BRENTVIEW INVESTMENT MANAGEMENT LLC $0.18B 41 2024-12-31 2025-01-24
ROCKBRIDGE CAPITAL MANAGEMENT LLC $0.18B 24 2024-12-31 2025-02-14
WHIPPLEWOOD ADVISORS, LLC $0.18B 1184 2024-12-31 2025-02-04
LOUDON INVESTMENT MANAGEMENT, LLC $0.18B 96 2024-12-31 2025-02-11
SUMMIT PLACE FINANCIAL ADVISORS, LLC $0.18B 90 2024-12-31 2025-02-01
WRENNE FINANCIAL PLANNING LLC $0.18B 41 2024-12-31 2025-02-10
MILLS WEALTH ADVISORS LLC $0.18B 62 2024-12-31 2025-02-05
EXANE ASSET MANAGEMENT $0.18B 27 2024-12-31 2025-01-28
PFG PRIVATE WEALTH MANAGEMENT, LLC $0.18B 239 2024-12-31 2025-02-06
ACCENT CAPITAL MANAGEMENT, LLC $0.18B 189 2024-12-31 2025-02-12
MATRIX PRIVATE CAPITAL GROUP LLC $0.18B 149 2024-12-31 2025-02-14
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