Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
VESTMENT FINANCIAL LLC $0.13B 38 2024-12-31 2025-02-14
KAZAZIAN ASSET MANAGEMENT, LLC $0.13B 61 2024-12-31 2025-02-11
TRAVELERS COMPANIES, INC. $0.13B 3 2024-12-31 2025-02-07
CLARK FINANCIAL SERVICES GROUP INC /BD $0.13B 81 2024-12-31 2025-02-13
PILLAR FINANCIAL ADVISORS, LLC $0.13B 116 2024-12-31 2025-02-07
COPLEY FINANCIAL GROUP, INC. $0.13B 108 2024-12-31 2025-03-04
AEGON USA INVESTMENT MANAGEMENT, LLC $0.13B 36 2024-12-31 2025-01-29
SAMSON ROCK CAPITAL LLP $0.13B 7 2024-12-31 2025-01-28
PENNANT SELECT, LLC $0.13B 10 2024-12-31 2025-02-14
ZEIT CAPITAL LLC $0.13B 24 2024-12-31 2025-02-07
KEYNOTE FINANCIAL SERVICES LLC $0.13B 152 2024-12-31 2025-02-05
PELION, INC. $0.13B 4 2024-12-31 2025-02-12
LIFESTEPS FINANCIAL, INC. $0.13B 82 2024-12-31 2025-02-03
POWSZECHNE TOWARZYSTWO EMERYTALNE ALLIANZ POLSKA S.A. $0.13B 10 2024-12-31 2025-02-12
SCHULZ WEALTH, LTD. $0.13B 61 2024-12-31 2025-02-05
HEIN PARK CAPITAL MANAGEMENT LP $0.13B 4 2024-12-31 2025-02-14
OAK WEALTH ADVISORS LLC $0.13B 59 2024-12-31 2025-02-14
ARGOSY-LIONBRIDGE MANAGEMENT, LLC $0.13B 12 2024-12-31 2025-02-14
WINEBRENNER CAPITAL MANAGEMENT LLC $0.13B 121 2024-12-31 2025-02-03
LARAWAY FINANCIAL ADVISORS INC $0.13B 118 2024-12-31 2025-02-13
ALTAI CAPITAL MANAGEMENT, L.P. $0.13B 6 2024-12-31 2025-02-14
BEAUMONT CAPITAL MANAGEMENT, LLC $0.13B 49 2024-12-31 2025-02-14
IDG CHINA VENTURE CAPITAL FUND V ASSOCIATES L.P. $0.13B 1 2024-12-31 2025-02-06
FOREST HILL CAPITAL, LLC $0.13B 39 2024-12-31 2025-02-14
WIDMANN FINANCIAL SERVICES, INC. $0.13B 99 2024-12-31 2025-02-14
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