Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
NORTHWEST BANK & TRUST CO $0.14B 198 2024-12-31 2025-02-18
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP $0.14B 77 2024-12-31 2025-02-14
OPUS INVESTMENT MANAGEMENT INC $0.14B 29 2024-12-31 2025-02-11
ADDIS & HILL, INC $0.14B 23 2024-12-31 2025-01-30
MEIXLER INVESTMENT MANAGEMENT, LTD. $0.14B 115 2024-12-31 2025-01-30
GALLO PARTNERS, LP $0.14B 69 2024-12-31 2025-02-14
ACAS, LLC $0.14B 86 2024-12-31 2025-02-07
13D MANAGEMENT LLC $0.13B 21 2024-12-31 2025-02-14
BROOKTREE CAPITAL MANAGEMENT $0.13B 22 2024-12-31 2025-02-10
PACIFIC FINANCIAL GROUP INC $0.13B 58 2024-12-31 2025-02-14
TEVIS INVESTMENT MANAGEMENT $0.13B 96 2024-12-31 2025-01-28
ANDREW HILL INVESTMENT ADVISORS, INC. $0.13B 51 2024-12-31 2025-02-13
WHITE WING WEALTH MANAGEMENT $0.13B 26 2024-12-31 2025-02-03
CHAPMAN INVESTMENT MANAGEMENT, LLC $0.13B 29 2024-12-31 2025-01-31
ISAM FUNDS LTD $0.13B 246 2024-12-31 2025-02-14
PHOCAS FINANCIAL CORP. $0.13B 141 2024-12-31 2025-02-05
FMA WEALTH MANAGEMENT, LLC $0.13B 39 2024-12-31 2025-02-03
REDWOOD FINANCIAL NETWORK CORP $0.13B 158 2024-12-31 2025-02-13
WERNAU ASSET MANAGEMENT INC. $0.13B 50 2024-12-31 2025-02-06
OCEANSIDE ADVISORS LLC $0.13B 50 2024-12-31 2025-01-29
SUMMERHILL CAPITAL MANAGEMENT LNC. $0.13B 20 2024-12-31 2025-02-03
DOHENY ASSET MANAGEMENT /CA $0.13B 60 2024-12-31 2025-02-10
MCHUGH GROUP, LLC $0.13B 68 2024-12-31 2025-01-27
MEMBERS WEALTH LLC $0.13B 110 2024-12-31 2025-03-17
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC $0.13B 68 2024-12-31 2025-02-07
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