Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
IMPACT INVESTORS, INC $0.13B 90 2024-12-31 2025-02-05
FOUNDATION WEALTH MANAGEMENT, LLC $0.13B 45 2024-12-31 2025-02-06
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. $0.13B 6 2024-12-31 2025-02-11
TRACTION FINANCIAL PARTNERS, LLC $0.13B 58 2024-12-31 2025-01-31
ROVIDA ADVISORS INC. $0.13B 12 2024-12-31 2025-02-11
INMAN JAGER WEALTH MANAGEMENT, LLC $0.13B 80 2024-12-31 2025-01-27
COORDINATED FINANCIAL SERVICES, INC. $0.13B 135 2024-12-31 2025-02-07
RCF MANAGEMENT L.L.C. $0.13B 1 2024-12-31 2025-02-12
LATASH INVESTMENTS, LLC $0.13B 16 2024-12-31 2025-02-12
C V STARR & CO INC $0.13B 6 2024-12-31 2025-02-12
BUSH INVESTMENT GROUP, LLC $0.13B 33 2024-12-31 2025-02-13
TPG ADVISORS LLC $0.13B 88 2024-12-31 2025-02-05
LRT CAPITAL MANAGEMENT, LLC $0.13B 87 2024-12-31 2025-02-14
PARAGON CAPITAL MANAGEMENT INC $0.13B 66 2024-12-31 2025-01-27
APPLIED FUNDAMENTAL RESEARCH, LLC $0.13B 12 2024-12-31 2025-02-10
SALUS FINANCIAL ADVISORS, LLC $0.13B 33 2024-12-31 2025-02-14
VIRTUS INVESTMENT ADVISERS, INC. $0.13B 360 2024-12-31 2025-02-14
BRIGHTWATER ADVISORY LLC $0.13B 58 2024-12-31 2025-02-04
BLODGETT WEALTH ADVISORS, LLC $0.13B 59 2024-12-31 2025-01-24
STERLING WEALTH ADVISORS INC $0.13B 18 2024-12-31 2025-01-28
BANCO DE SABADELL, S.A $0.13B 57 2024-12-31 2025-02-11
INVESTMENT PARTNERS ASSET MANAGEMENT, INC. $0.13B 150 2024-12-31 2025-01-30
INDIE ASSET PARTNERS, LLC $0.13B 115 2024-12-31 2025-02-03
REYES FINANCIAL ARCHITECTURE, INC. $0.13B 284 2024-12-31 2025-02-14
GENERAL EQUITY HOLDINGS LP $0.13B 6 2024-12-31 2025-02-14
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