Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
SAGE ADVISORS, LLC $0.13B 28 2024-12-31 2025-01-30
VALLEY BROOK CAPITAL GROUP, INC. $0.13B 113 2024-12-31 2025-01-29
STANICH GROUP LLC $0.13B 50 2024-12-31 2025-01-30
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC $0.13B 85 2024-12-31 2025-01-29
TENZING GLOBAL MANAGEMENT, LLC $0.13B 18 2024-12-31 2025-02-14
COMPREHENSIVE WEALTH MANAGEMENT, LLC $0.13B 30 2024-12-31 2025-02-11
RIVERCHASE WEALTH MANAGEMENT, LLC $0.13B 65 2024-12-31 2025-02-12
WARBURTON CAPITAL MANAGEMENT, LLC $0.13B 40 2024-12-31 2025-02-07
OPTIMIZE FINANCIAL INC $0.13B 234 2024-12-31 2025-02-13
STRIVE ASSET MANAGEMENT, LLC $0.13B 112 2024-12-31 2025-02-14
FIDATO WEALTH LLC $0.13B 25 2024-12-31 2025-02-14
ELEVATE WEALTH ADVISORY, INC $0.13B 117 2024-12-31 2025-02-11
PHASE 2 PARTNERS, LLC $0.13B 26 2024-12-31 2025-02-14
SAGE PRIVATE WEALTH GROUP, LLC $0.13B 86 2024-12-31 2025-01-29
LONG CORRIDOR ASSET MANAGEMENT LTD $0.13B 20 2024-12-31 2025-02-12
XY PLANNING NETWORK, INC. $0.13B 92 2024-12-31 2025-02-27
EIGHT 31 FINANCIAL, LLC $0.13B 62 2024-12-31 2025-02-14
EXOME ASSET MANAGEMENT LLC $0.13B 59 2024-12-31 2025-02-14
POM INVESTMENT STRATEGIES, LLC $0.13B 342 2024-12-31 2025-01-29
ATLANTIC PRIVATE WEALTH, LLC $0.13B 196 2024-12-31 2025-02-11
AXECAP INVESTMENTS, LLC $0.13B 70 2024-12-31 2025-01-29
EMPIRICAL CAPITAL MANAGEMENT, LLC $0.13B 12 2024-12-31 2025-02-21
CAMPION ASSET MANAGEMENT $0.13B 86 2024-12-31 2025-02-13
GRANEY & KING, LLC $0.13B 322 2024-12-31 2025-02-11
U S WEALTH GROUP, LLC. $0.13B 40 2024-12-31 2025-02-13
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