Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
LITTLE HARBOR ADVISORS, LLC $0.17B 7 2024-12-31 2025-02-13
VISTA INVESTMENT PARTNERS II, LLC $0.17B 127 2024-12-31 2025-02-07
KEENER FINANCIAL PLANNING LLC $0.17B 184 2024-12-31 2025-01-29
EVERGREEN WEALTH MANAGEMENT, LLC $0.17B 53 2024-12-31 2025-01-31
ALETHEIAN WEALTH ADVISORS LLC $0.17B 77 2024-12-31 2025-02-14
BROOKS, MOORE & ASSOCIATES, INC. $0.17B 96 2024-12-31 2025-02-14
KRENSAVAGE ASSET MANAGEMENT, LLC $0.17B 12 2024-12-31 2025-02-15
STONE HOUSE CAPITAL MANAGEMENT, LLC $0.17B 3 2024-12-31 2025-02-14
LATKO WEALTH MANAGEMENT, LTD. $0.17B 31 2024-12-31 2025-01-30
MARIPAU WEALTH MANAGEMENT LLC $0.17B 138 2024-12-31 2025-02-05
CIGOGNE MANAGEMENT SA $0.17B 86 2024-12-31 2025-02-14
TRUE VISION MN LLC $0.17B 98 2024-12-31 2025-01-29
SAGE ADVISORY SERVICES, LTD.CO. $0.17B 42 2024-12-31 2025-02-05
PLOTKIN FINANCIAL ADVISORS, LLC $0.17B 91 2024-12-31 2025-03-06
HRC WEALTH MANAGEMENT, LLC $0.17B 50 2024-12-31 2025-02-12
JNE PARTNERS LLP $0.17B 7 2024-12-31 2025-02-14
TOEWS CORP /ADV $0.17B 9 2024-12-31 2025-02-04
EMG HOLDINGS, L.P. $0.17B 26 2024-12-31 2025-02-12
COREFIRST BANK & TRUST $0.17B 354 2024-12-31 2025-02-11
WORMSER FRERES GESTION $0.17B 48 2024-12-31 2025-02-20
CONCORDE FINANCIAL CORP $0.17B 36 2024-12-31 2025-02-14
PETERSON WEALTH MANAGEMENT $0.17B 50 2024-12-31 2025-02-14
NOVAK & POWELL FINANCIAL SERVICES, INC. $0.17B 150 2024-12-31 2025-02-15
GRAY PRIVATE WEALTH, LLC $0.17B 42 2024-12-31 2025-01-28
CATAWBA RIVER CAPITAL $0.17B 18 2024-12-31 2025-01-29
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