Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
PREPARED RETIREMENT INSTITUTE LLC $0.18B 79 2024-12-31 2025-02-13
HERONETTA MANAGEMENT, L.P. $0.18B 24 2024-12-31 2025-02-06
GRANITE FO LLC $0.18B 186 2024-12-31 2025-02-06
BCU WEALTH ADVISORS, LLC $0.18B 54 2024-12-31 2025-01-30
PATRICK MAURO INVESTMENT ADVISOR, INC. $0.18B 42 2024-12-31 2025-02-15
CIOVACCO CAPITAL MANAGEMENT LLC $0.17B 20 2024-12-31 2025-02-11
WORKING CAPITAL ADVISORS LTD. $0.17B 3 2024-12-31 2025-02-14
BLUEPOINTE CAPITAL MANAGEMENT, LLC $0.17B 94 2024-12-31 2025-02-11
KILTERHOWLING LLC $0.17B 48 2024-12-31 2025-02-13
HORIZON ADVISORY SERVICES, INC. $0.17B 46 2024-12-31 2025-02-04
PURSUE WEALTH PARTNERS LLC $0.17B 113 2024-12-31 2025-02-07
CARSONALLARIA WEALTH MANAGEMENT, LTD. $0.17B 351 2024-12-31 2025-01-27
SECURED RETIREMENT ADVISORS, LLC $0.17B 140 2024-12-31 2025-01-30
CHARTER OAK ADVISORS LP $0.17B 16 2024-12-31 2025-02-13
CORE WEALTH PARTNERS LLC $0.17B 166 2024-12-31 2025-02-11
DOVER ADVISORS, LLC $0.17B 129 2024-12-31 2025-02-04
FINER WEALTH MANAGEMENT, INC. $0.17B 82 2024-12-31 2025-02-13
KOESTEN, HIRSCHMANN & CRABTREE, INC. $0.17B 200 2024-12-31 2025-02-14
SANOFI $0.17B 9 2024-12-31 2025-02-14
ECON FINANCIAL SERVICES CORP $0.17B 81 2024-12-31 2025-01-27
CORTON CAPITAL INC. $0.17B 372 2024-12-31 2025-02-13
INTEGRITY FINANCIAL CORP /WA $0.17B 248 2024-12-31 2025-02-13
FACTORIAL PARTNERS, LLC $0.17B 69 2024-12-31 2025-02-05
DISCOVERY VALUE FUND $0.17B 4 2024-12-31 2025-02-12
POINTE CAPITAL MANAGEMENT LLC $0.17B 159 2024-12-31 2025-02-04
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