Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
ERICKSON FINANCIAL GROUP, LLC $0.14B 26 2024-12-31 2025-01-30
MERIWETHER WEALTH & PLANNING, LLC $0.14B 117 2024-12-31 2025-02-07
SKAANA MANAGEMENT L.P. $0.14B 179 2024-12-31 2025-02-14
ARRIEN INVESTMENTS, INC. $0.14B 36 2024-12-31 2025-02-10
NORWOOD INVESTMENT PARTNERS, LP $0.14B 12 2024-12-31 2025-02-11
RIVERGLADES FAMILY OFFICES LLC $0.14B 81 2024-12-31 2025-02-13
TACITA CAPITAL INC $0.14B 205 2024-12-31 2025-02-06
KEYVANTAGE WEALTH, LLC $0.14B 95 2024-12-31 2025-02-14
BROADVIEW FINANCIAL MANAGEMENT, LLC $0.14B 41 2024-12-31 2025-02-03
HAUSER BROTHERS GMBH $0.14B 10 2024-12-31 2025-02-14
PINNACLE WEST ASSET MANAGEMENT, INC. $0.14B 114 2024-12-31 2025-02-04
PINE BROOK ROAD ADVISORS, L.P. $0.14B 2 2024-12-31 2025-02-07
ALLEN WEALTH MANAGEMENT, LLC $0.14B 59 2024-12-31 2025-02-12
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC $0.14B 14 2024-12-31 2025-02-13
LEPERCQ MULTI-ASSET FUND $0.14B 14 2024-12-31 2025-02-07
SYNTAX RESEARCH, INC. $0.14B 183 2024-12-31 2025-02-11
MOSAIC FINANCIAL GROUP, LLC $0.14B 123 2024-12-31 2025-02-12
ADVISOR RESOURCE COUNCIL $0.14B 69 2024-12-31 2025-02-26
TOWERVIEW LLC $0.14B 24 2024-12-31 2025-02-05
ENAVATE SCIENCES GP, LLC $0.14B 5 2024-12-31 2025-02-14
WEALTHTRUST ASSET MANAGEMENT, LLC $0.14B 91 2024-12-31 2025-02-10
INDUS CAPITAL PARTNERS, LLC $0.14B 5 2024-12-31 2025-02-14
HERITAGE WEALTH MANAGEMENT, INC. /CA/ $0.14B 90 2024-12-31 2025-02-11
MEADOW CREEK WEALTH ADVISORS LLC $0.14B 137 2024-12-31 2025-01-27
STAR FINANCIAL BANK $0.14B 110 2024-12-31 2025-02-14
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