Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
SOVEREIGN'S CAPITAL MANAGEMENT, LLC $0.16B 83 2024-12-31 2025-02-14
SEVEN MILE ADVISORY $0.16B 167 2024-12-31 2025-02-12
TRUST INVESTMENT ADVISORS $0.16B 107 2024-12-31 2025-02-11
CHRIS BULMAN INC $0.16B 123 2024-12-31 2025-02-10
KERUSSO CAPITAL MANAGEMENT LLC $0.16B 56 2024-12-31 2025-01-31
YUNQI CAPITAL LTD $0.16B 5 2024-12-31 2025-02-07
LEGACY WEALTH MANAGMENT, LLC/ID $0.16B 752 2024-12-31 2025-02-13
LEGACY INVESTMENT SOLUTIONS, LLC $0.16B 752 2024-12-31 2025-02-13
ASPEN WEALTH STRATEGIES, LLC $0.16B 80 2024-12-31 2025-02-10
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC $0.16B 130 2024-12-31 2025-02-04
FINANCIAL ARCHITECTS, LLC $0.16B 22 2024-12-31 2025-01-27
GUARDIAN WEALTH ADVISORS, LLC $0.16B 74 2024-12-31 2025-01-28
RICHMOND BROTHERS, INC. $0.16B 32 2024-12-31 2025-02-11
WEALTHCOLLAB, LLC $0.16B 875 2024-12-31 2025-02-14
GUARDIAN ASSET ADVISORS, LLC $0.16B 98 2024-12-31 2025-01-30
TWIN LAKES CAPITAL MANAGEMENT, LLC $0.16B 239 2024-12-31 2025-02-18
IMMERSION CORP $0.16B 5 2024-12-31 2025-02-14
AUA CAPITAL MANAGEMENT, LLC $0.16B 77 2024-12-31 2025-01-27
CROWN ADVISORS MANAGEMENT, INC. $0.16B 37 2024-12-31 2025-02-11
THOMPSON DAVIS & CO., INC. $0.16B 131 2024-12-31 2025-02-03
KIELY WEALTH ADVISORY GROUP, INC. $0.16B 313 2024-12-31 2025-02-12
KNOLL CAPITAL MANAGEMENT, LLC $0.16B 35 2024-12-31 2025-02-15
MARTIN CAPITAL ADVISORS, LLP $0.16B 69 2024-12-31 2025-01-28
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC $0.16B 33 2024-12-31 2025-02-14
LAUREL WEALTH PLANNING LLC $0.16B 54 2024-12-31 2025-02-03
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