Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
GOLDEN ROAD ADVISORS LLC $0.13B 39 2024-12-31 2025-01-29
PROVIDENCE WEALTH ADVISORS, LLC $0.13B 80 2024-12-31 2025-02-12
PINNEY & SCOFIELD, INC. $0.13B 225 2024-12-31 2025-02-18
HOPWOOD FINANCIAL SERVICES, INC. $0.13B 310 2024-12-31 2025-02-07
1620 INVESTMENT ADVISORS, INC. $0.13B 705 2024-12-31 2025-02-11
INCLINE GLOBAL MANAGEMENT LLC $0.13B 24 2024-12-31 2025-02-14
BROADWAY WEALTH SOLUTIONS, INC. $0.13B 92 2024-12-31 2025-02-12
ENGLISH CAPITAL MANAGEMENT LLC $0.13B 30 2024-12-31 2025-02-11
OEP CAPITAL ADVISORS, L.P. $0.13B 1 2024-12-31 2025-02-13
MOON CAPITAL MANAGEMENT LP $0.13B 17 2024-12-31 2025-02-14
PRIMORIS WEALTH ADVISORS, LLC $0.13B 92 2024-12-31 2025-02-13
SCHWALLIER WEALTH MANAGEMENT LLC $0.13B 35 2024-12-31 2025-02-14
BLACK MAPLE CAPITAL MANAGEMENT LP $0.13B 88 2024-12-31 2025-02-14
CRAVENS & CO ADVISORS, LLC $0.13B 62 2024-12-31 2025-02-13
ASSET PLANNING,INC $0.13B 315 2024-12-31 2025-01-30
CHARTER RESEARCH & INVESTMENT GROUP, INC. $0.13B 79 2024-12-31 2025-02-12
CLIFFORD GROUP, LLC $0.13B 75 2024-12-31 2025-02-12
TAIKA CAPITAL, LP $0.13B 80 2024-12-31 2025-02-07
LIVE OAK INVESTMENT PARTNERS $0.13B 275 2024-12-31 2025-02-06
MONTVUE CAPITAL MANAGEMENT, INC. $0.13B 59 2024-12-31 2025-01-29
LANDING POINT FINANCIAL GROUP, LLC $0.13B 69 2024-12-31 2025-02-13
MORGENS WATERFALL VINTIADIS & CO INC $0.13B 22 2024-12-31 2025-02-14
SOUTH PLAINS FINANCIAL, INC. $0.13B 267 2024-12-31 2025-02-14
MARVIN & PALMER ASSOCIATES INC $0.13B 27 2024-12-31 2025-02-07
SCP INVESTMENT, LP $0.13B 48 2024-12-31 2025-02-12
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