Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
ELLERSON GROUP INC /ADV $0.14B 50 2024-12-31 2025-02-07
PINNACLE INVESTMENT MANAGEMENT LTD $0.14B 19 2024-12-31 2025-02-15
FORESIGHT GLOBAL INVESTORS, INC. $0.14B 12 2024-12-31 2025-02-10
BRIGHTLIGHT CAPITAL MANAGEMENT LP $0.14B 8 2024-12-31 2025-02-14
MPWM ADVISORY SOLUTIONS, LLC $0.14B 736 2024-12-31 2025-02-14
MIDWEST CAPITAL ADVISORS, LLC $0.14B 191 2024-12-31 2025-02-04
CAPITAL & PLANNING, LLC $0.14B 192 2024-12-31 2025-02-03
FPC INVESTMENT ADVISORY, INC. $0.14B 283 2024-12-31 2025-02-03
CARNEGIE MELLON UNIVERSITY $0.14B 6 2024-12-31 2025-02-07
MOUNTAINEER PARTNERS MANAGEMENT, LLC $0.14B 17 2024-12-31 2025-02-13
HOGE FINANCIAL SERVICES, LLC $0.14B 57 2024-12-31 2025-01-31
MIDATLANTIC CAPITAL MANAGEMENT, INC. $0.14B 245 2024-12-31 2025-01-29
UNIONVIEW, LLC $0.14B 91 2024-12-31 2025-02-03
DANER WEALTH MANAGEMENT, LLC $0.14B 56 2024-12-31 2025-02-04
MB GENERATIONAL WEALTH, LLC $0.14B 50 2024-12-31 2025-02-04
JP WEALTH MANAGEMENT, INC. $0.14B 16 2024-12-31 2025-01-24
WOODWARD DIVERSIFIED CAPITAL, LLC $0.14B 132 2024-12-31 2025-01-28
CRESTWOOD CAPITAL MANAGEMENT, L.P. $0.14B 15 2024-12-31 2025-02-12
WESPAC ADVISORS, LLC $0.14B 160 2024-12-31 2025-02-04
GOODLANDER INVESTMENT MANAGEMENT, LLC $0.14B 10 2024-12-31 2025-02-14
VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC $0.14B 387 2024-12-31 2025-02-14
CITRINE CAPITAL LLC $0.14B 36 2024-12-31 2025-01-27
NEWPORT CAPITAL GROUP, LLC $0.14B 56 2024-12-31 2025-01-30
ESG PLANNING DBA HARPER INVESTING $0.14B 45 2024-12-31 2025-02-12
STEINBERG ASSET MANAGEMENT LLC $0.14B 41 2024-12-31 2025-02-14
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