Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
SCHUBERT & CO $0.15B 58 2024-12-31 2025-01-31
AUFMAN ASSOCIATES INC $0.15B 59 2024-12-31 2025-02-12
DIAMETRIC CAPITAL, LP $0.15B 304 2024-12-31 2025-02-12
PIVOTAL BIOVENTURE PARTNERS INVESTMENT ADVISOR LLC $0.15B 11 2024-12-31 2025-02-13
PEAK RETIREMENT PLANNING, INC. $0.15B 96 2024-12-31 2025-02-20
VIENNA ASSET MANAGEMENT LLC $0.15B 50 2024-12-31 2025-02-14
AEGIS WEALTH MANAGEMENT LLC $0.15B 109 2024-12-31 2025-03-07
CASCADE WEALTH ADVISORS, INC $0.15B 48 2024-12-31 2025-02-06
ANANYM CAPITAL MANAGEMENT, LP $0.15B 9 2024-12-31 2025-02-14
GENERAL MOTORS HOLDINGS LLC $0.15B 5 2024-12-31 2025-02-11
FINANCIAL SYMMETRY INC $0.15B 44 2024-12-31 2025-02-04
CONSCIOUS WEALTH INVESTMENTS, LLC $0.15B 49 2024-12-31 2025-02-04
FINANCIALLY SPEAKING INC $0.15B 181 2024-12-31 2025-02-11
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC $0.15B 9 2024-12-31 2025-02-04
PETRA FINANCIAL ADVISORS INC $0.15B 141 2024-12-31 2025-02-10
SPRINKLE FINANCIAL CONSULTANTS LLC $0.15B 70 2024-12-31 2025-01-28
ROI FINANCIAL ADVISORS, LLC $0.15B 62 2024-12-31 2025-02-13
WEALTH ADVISORS NORTHWEST LLC $0.15B 55 2024-12-31 2025-01-29
GUARDIAN WEALTH MANAGEMENT, INC. $0.15B 229 2024-12-31 2025-02-14
26NORTH PARTNERS LP $0.15B 1 2024-12-31 2025-02-14
STRATEGIC FINANCIAL PLANNING, INC. $0.15B 37 2024-12-31 2025-02-13
CIBRA CAPITAL LTD $0.15B 24 2024-12-31 2025-03-18
CHOU ASSOCIATES MANAGEMENT INC. $0.15B 32 2024-12-31 2025-02-13
MILLSTONE EVANS GROUP, LLC $0.15B 732 2024-12-31 2025-02-11
ATTESSA CAPITAL LLC $0.15B 40 2024-12-31 2025-01-29
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