Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
ARLINGTON CAPITAL MANAGEMENT, INC. $0.14B 91 2024-12-31 2025-02-11
CLAYTON PARTNERS LLC $0.14B 39 2024-12-31 2025-02-10
TAYLOR FINANCIAL GROUP, INC. $0.14B 96 2024-12-31 2025-02-10
BETTER MONEY DECISIONS, LLC $0.14B 67 2024-12-31 2025-01-24
NOBLE WEALTH MANAGEMENT PBC $0.14B 459 2024-12-31 2025-02-05
ISLAY CAPITAL MANAGEMENT, LLC $0.14B 206 2024-12-31 2025-02-13
FINDEC WEALTH SERVICES, INC. $0.14B 39 2024-12-31 2025-02-14
OBJECTIVITY SQUARED, LLC $0.14B 49 2024-12-31 2025-02-07
HIPPOCRATIC FINANCIAL ADVISORS, LLC $0.14B 21 2024-12-31 2025-02-12
MAGNOLIA WEALTH MANAGEMENT, LLC $0.14B 13 2024-12-31 2025-02-06
PACIFIC WEALTH STRATEGIES GROUP, INC. $0.14B 55 2024-12-31 2025-01-28
LWM ADVISORY SERVICES, LLC $0.14B 95 2024-12-31 2025-02-03
CARSON ADVISORY INC. $0.14B 157 2024-12-31 2025-02-13
VALLEY FINANCIAL GROUP, INC. $0.14B 59 2024-12-31 2025-02-14
GOULD CAPITAL, LLC $0.14B 215 2024-12-31 2025-02-21
EVERGREEN WEALTH SOLUTIONS, LLC $0.14B 102 2024-12-31 2025-02-14
STERLING MANOR FINANCIAL, LLC $0.14B 28 2024-12-31 2025-01-24
TAO CAPITAL MANAGEMENT LP $0.14B 10 2024-12-31 2025-02-13
LSP INVESTMENT ADVISORS, LLC $0.14B 21 2024-12-31 2025-02-14
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA $0.14B 85 2024-12-31 2025-01-24
OSPREY PRIVATE WEALTH LLC $0.14B 48 2024-12-31 2025-01-27
MAINSAIL ASSET MANAGEMENT, LLC $0.14B 65 2024-12-31 2025-01-30
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ $0.14B 92 2024-12-31 2025-02-14
CONRAD N. HILTON FOUNDATION $0.14B 5 2024-12-31 2025-02-14
MAINSTREAM CAPITAL MANAGEMENT LLC $0.14B 322 2024-12-31 2025-02-06
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us