Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
TRUEWEALTH FINANCIAL PARTNERS $0.16B 19 2024-12-31 2025-02-14
4THOUGHT FINANCIAL GROUP INC. $0.16B 90 2024-12-31 2025-01-30
CHOKSHI & QUEEN WEALTH ADVISORS, INC $0.16B 48 2024-12-31 2025-02-25
BML CAPITAL MANAGEMENT, LLC $0.16B 25 2024-12-31 2025-02-07
FLAT FOOTED LLC $0.16B 13 2024-12-31 2025-02-14
RPS ADVISORY SOLUTIONS LLC $0.16B 99 2024-12-31 2025-02-03
FAIRBANKS CAPITAL MANAGEMENT, INC. $0.16B 51 2024-12-31 2025-02-14
PASSUMPSIC SAVINGS BANK $0.16B 80 2024-12-31 2025-02-03
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC $0.16B 189 2024-12-31 2025-02-04
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $0.16B 287 2024-12-31 2025-01-27
HAMILTON CAPITAL PARTNERS, LLC $0.16B 31 2024-12-31 2025-02-07
MARTIN WORLEY GROUP $0.16B 86 2024-12-31 2025-02-12
CAPSTONE TRITON FINANCIAL GROUP, LLC $0.16B 107 2024-12-31 2025-03-10
RUBICON GLOBAL CAPITAL LTD $0.16B 9 2024-12-31 2025-02-14
DRAPER ASSET MANAGEMENT, LLC $0.16B 25 2024-12-31 2025-02-07
SOVIERO ASSET MANAGEMENT, LP $0.16B 56 2024-12-31 2025-02-14
LONG ISLAND WEALTH MANAGEMENT, INC. $0.16B 72 2024-12-31 2025-02-14
COVESTOR LTD $0.16B 2851 2024-12-31 2025-02-13
OMNI 360 WEALTH, INC. $0.16B 122 2024-12-31 2025-02-14
MUZINICH & CO., INC. $0.16B 59 2024-12-31 2025-02-05
VENTAS, INC. $0.16B 1 2024-12-31 2025-02-13
BIRCHCREEK WEALTH MANAGEMENT, LLC $0.16B 121 2024-12-31 2025-02-04
BRIGHT FINANCIAL ADVISORS, INC. $0.16B 55 2024-12-31 2025-01-28
PETIOLE USA LTD $0.16B 39 2024-12-31 2025-02-13
PLUSTICK MANAGEMENT LLC $0.16B 20 2024-12-31 2025-02-14
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