Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
ROYAL CAPITAL WEALTH MANAGEMENT, LLC $0.14B 85 2024-12-31 2025-02-14
PAUL R. RIED FINANCIAL GROUP, LLC $0.14B 30 2024-12-31 2025-01-24
4D ADVISORS, LLC $0.14B 35 2024-12-31 2025-02-14
MOTIV8 INVESTMENTS LLC $0.14B 89 2024-12-31 2025-02-05
SFI ADVISORS, LLC $0.14B 82 2024-12-31 2025-02-14
ATALA FINANCIAL INC $0.14B 475 2024-12-31 2025-02-10
TIMELO INVESTMENT MANAGEMENT INC. $0.14B 16 2024-12-31 2025-02-13
MSD PARTNERS, L.P. $0.14B 9 2024-12-31 2025-02-14
BYRNE ASSET MANAGEMENT LLC $0.14B 537 2024-12-31 2025-01-28
L.K. BENSON & COMPANY, P.C. $0.14B 95 2024-12-31 2025-02-11
CAP PARTNERS, LLC $0.14B 133 2024-12-31 2025-01-29
FINANCIAL ALTERNATIVES, INC $0.14B 81 2024-12-31 2025-02-13
ROUND HILL ASSET MANAGEMENT $0.14B 61 2024-12-31 2025-02-13
MCCARTHY ASSET MANAGEMENT, INC. $0.14B 25 2024-12-31 2025-02-15
BLUE CAPITAL, INC. $0.14B 112 2024-12-31 2025-02-14
LEVEL WEALTH MANAGEMENT LLC $0.14B 53 2024-12-31 2025-01-24
BRX GLOBAL LP $0.14B 4 2024-12-31 2025-02-14
COUNTERWEIGHT VENTURES, LLC $0.14B 69 2024-12-31 2025-01-28
EVERSTAR ASSET MANAGEMENT, LLC $0.14B 182 2024-12-31 2025-02-12
BISLETT MANAGEMENT, LLC $0.14B 13 2024-12-31 2025-02-12
BREACH INLET CAPITAL MANAGEMENT, LLC $0.14B 11 2024-12-31 2025-02-12
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC $0.14B 110 2024-12-31 2025-02-19
CLADIS INVESTMENT ADVISORY, LLC $0.14B 131 2024-12-31 2025-02-14
AVID WEALTH PARTNERS LLC $0.14B 45 2024-12-31 2025-01-27
MGO PRIVATE WEALTH, LLC $0.14B 58 2024-12-31 2025-02-10
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