Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. $0.16B 7 2024-12-31 2025-02-14
PACHIRA INVESTMENTS INC. $0.16B 56 2024-12-31 2025-01-29
VALUE BASE LTD. $0.16B 8 2024-12-31 2025-02-11
BCK PARTNERS, INC. $0.16B 26 2024-12-31 2025-01-30
CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS LTD $0.16B 76 2024-12-31 2025-02-05
NORTHERN CAPITAL MANAGEMENT, INC. $0.16B 40 2024-12-31 2025-02-10
CRYSTAL ROCK CAPITAL MANAGEMENT $0.16B 26 2024-12-31 2025-02-05
WILLIAM ALLAN CORP $0.16B 53 2024-12-31 2025-01-28
WORTH FINANCIAL ADVISORY GROUP, LLC $0.16B 156 2024-12-31 2025-02-12
ARCHER INVESTMENT MANAGEMENT, LLC $0.16B 58 2024-12-31 2025-01-24
INVESTMENTS & FINANCIAL PLANNING, LLC $0.16B 33 2024-12-31 2025-01-27
CHICAGO CAPITAL MANAGEMENT, LLC $0.16B 48 2024-12-31 2025-02-11
MASSACHUSETTS WEALTH MANAGEMENT $0.16B 90 2024-12-31 2025-01-27
BRADYCO, INC. $0.16B 52 2024-12-31 2025-02-07
ARBITER PARTNERS CAPITAL MANAGEMENT LLC $0.16B 28 2024-12-31 2025-02-13
MADER & SHANNON WEALTH MANAGEMENT, INC. $0.16B 21 2024-12-31 2025-02-03
ECOFI INVESTISSEMENTS SA $0.16B 41 2024-12-31 2025-02-13
MCDONOUGH CAPITAL MANAGEMENT, INC $0.16B 47 2024-12-31 2025-02-06
LIFEPLAN INVESTMENT ADVISORS, INC. $0.16B 97 2024-12-31 2025-02-14
ROSSBY FINANCIAL, LCC $0.16B 201 2024-12-31 2025-02-13
WASHBURN CAPITAL MANAGEMENT, INC. $0.16B 55 2024-12-31 2025-01-28
MOSLEY WEALTH MANAGEMENT $0.16B 114 2024-12-31 2025-02-11
VIRGINIA WEALTH MANAGEMENT GROUP, INC. $0.16B 57 2024-12-31 2025-01-27
FOUNDRY FINANCIAL GROUP, INC. $0.16B 60 2024-12-31 2025-02-06
CNA FINANCIAL CORP $0.16B 14 2024-12-31 2025-02-14
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