Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
SAPIENCE INVESTMENTS, LLC $0.17B 86 2024-12-31 2025-02-14
PELHAM CAPITAL LTD. $0.17B 13 2024-12-31 2025-01-28
IRONCLAD INVESTMENTS LLC $0.17B 3 2024-12-31 2025-02-14
MINERVA ADVISORS LLC $0.17B 57 2024-12-31 2025-02-04
GLENORCHY CAPITAL LTD $0.17B 65 2024-12-31 2025-02-14
VENBIO PARTNERS LLC $0.17B 7 2024-12-31 2025-02-14
CENTERLINE WEALTH ADVISORS, LLC $0.17B 35 2024-12-31 2025-01-28
FEDENIA ADVISERS LLC $0.17B 459 2024-12-31 2025-01-31
PACK PRIVATE WEALTH, LLC $0.17B 40 2024-12-31 2025-02-03
NAPATREE CAPITAL LLC $0.17B 182 2024-12-31 2025-02-11
ONE PLUS ONE WEALTH MANAGEMENT, LLC $0.17B 92 2024-12-31 2025-01-29
FLAGSHIP WEALTH ADVISORS, LLC $0.17B 377 2024-12-31 2025-02-10
FAIRFIELD, BUSH & CO. $0.17B 110 2024-12-31 2025-02-13
KENTUCKY TRUST CO $0.17B 303 2024-12-31 2025-01-29
ENCAP ENERGY CAPITAL FUND VIII, L.P. $0.17B 3 2024-12-31 2025-02-14
ADVANTAGE TRUST CO $0.17B 190 2024-12-31 2025-02-03
RESURGENT FINANCIAL ADVISORS LLC $0.17B 179 2024-12-31 2025-02-13
CAPE ANN SAVINGS BANK $0.17B 87 2024-12-31 2025-02-04
PEOPLES BANK /OH $0.17B 97 2024-12-31 2025-02-03
CARLSON CAPITAL, L.P. $0.17B 33 2024-12-31 2025-02-04
MARSHALL INVESTMENT MANAGEMENT, LLC $0.17B 135 2024-12-31 2025-02-04
JCP INVESTMENT MANAGEMENT, LLC $0.17B 17 2024-12-31 2025-02-14
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC $0.17B 70 2024-12-31 2025-02-13
WESTBOURNE INVESTMENTS, INC. $0.17B 125 2024-12-31 2025-02-14
TWIN SECURITIES, INC. $0.17B 14 2024-12-31 2025-02-14
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