Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
ROBINSON VALUE MANAGEMENT, LTD. $0.15B 75 2024-12-31 2025-01-28
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC $0.15B 97 2024-12-31 2025-02-13
CAITLIN JOHN, LLC $0.15B 866 2024-12-31 2025-01-27
GREEN COURT CAPITAL MANAGEMENT LTD $0.15B 3 2024-12-31 2025-02-06
BULLSEYE INVESTMENT MANAGEMENT, LLC $0.15B 76 2024-12-31 2025-02-12
EFFICIENT FRONTIER ADVISORS LLC $0.15B 17 2024-12-31 2025-01-28
ATEGRA CAPITAL MANAGEMENT, LLC $0.15B 23 2024-12-31 2025-02-14
SANCTUARY WEALTH MANAGEMENT, L.L.C. $0.15B 272 2024-12-31 2025-02-12
LAKESIDE ADVISORS, INC. $0.15B 63 2024-12-31 2025-02-03
STEGNER INVESTMENT ASSOCIATES INC. $0.15B 27 2024-12-31 2025-02-06
SEMUS WEALTH PARTNERS LLC $0.15B 112 2024-12-31 2025-01-31
CADENCE WEALTH MANAGEMENT LLC $0.15B 47 2024-12-31 2025-02-10
LIFEWEALTH INVESTMENTS, LLC $0.15B 148 2024-12-31 2025-02-26
BASTION ASSET MANAGEMENT INC. $0.15B 46 2024-12-31 2025-02-14
SOLAS CAPITAL MANAGEMENT, LLC $0.15B 19 2024-12-31 2025-02-14
HORIZON FAMILY WEALTH, INC. $0.15B 81 2024-12-31 2025-02-11
PALOUSE CAPITAL MANAGEMENT, INC. $0.15B 139 2024-12-31 2025-01-30
MWA ASSET MANAGEMENT $0.15B 125 2024-12-31 2025-01-28
NATIONAL WEALTH MANAGEMENT GROUP, LLC $0.15B 146 2024-12-31 2025-02-12
ARTHEDGE CAPITAL MANAGEMENT, LLC $0.15B 11 2024-12-31 2025-02-14
BANK OF JACKSON HOLE TRUST $0.15B 516 2024-12-31 2025-01-31
APIS CAPITAL ADVISORS, LLC $0.15B 29 2024-12-31 2025-02-14
CHANNING GLOBAL ADVISORS, LLC $0.15B 50 2024-12-31 2025-01-29
WESTERN STANDARD LLC $0.15B 23 2024-12-31 2025-02-14
WILLIAMSON LEGACY GROUP, LLC $0.15B 115 2024-12-31 2025-02-05
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