Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
GIMBAL FINANCIAL $0.12B 49 2024-12-31 2025-01-31
SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD $0.12B 62 2024-12-31 2025-02-14
GARLAND CAPITAL MANAGEMENT INC $0.12B 33 2024-12-31 2025-02-11
ALPINE PEAKS CAPITAL, LP $0.12B 23 2024-12-31 2025-02-14
ACUITAS INVESTMENTS, LLC $0.12B 63 2024-12-31 2025-01-31
VARDE MANAGEMENT, L.P. $0.12B 6 2024-12-31 2025-02-13
OPPENHEIMER & CLOSE, LLC $0.12B 51 2024-12-31 2025-02-11
SLOCUM, GORDON & CO LLP $0.12B 137 2024-12-31 2025-01-28
ILLUMINE INVESTMENT MANAGEMENT, LLC $0.12B 91 2024-12-31 2025-02-05
VEGA INVESTMENT SOLUTIONS $0.12B 79 2024-12-31 2025-02-18
VESTIA PERSONAL WEALTH ADVISORS $0.12B 95 2024-12-31 2025-01-27
FAIRMAN GROUP, LLC $0.12B 346 2024-12-31 2025-01-29
CLIMBER CAPITAL SA $0.12B 52 2024-12-31 2025-02-12
HOLCOMBE FINANCIAL, INC. $0.12B 37 2024-12-31 2025-02-13
BLONG FINANCIAL, LLC $0.12B 78 2024-12-31 2025-01-30
MUIRFIELD WEALTH ADVISORS LLC $0.12B 66 2024-12-31 2025-01-24
LATTICE CAPITAL MANAGEMENT, LLC $0.12B 29 2024-12-31 2025-02-03
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC $0.12B 178 2024-12-31 2025-03-04
GUTIERREZ WEALTH ADVISORY, LLC $0.12B 45 2024-12-31 2025-02-11
GIBSON WEALTH ADVISORS LLC $0.12B 34 2024-12-31 2025-02-13
DURANTE & WATERS, LLC $0.12B 29 2024-12-31 2025-02-05
DAVID WEALTH MANAGEMENT LLC $0.12B 48 2024-12-31 2025-01-29
BANNERMAN WEALTH MANAGEMENT GROUP, LLC $0.12B 33 2024-12-31 2025-03-07
TABLEAUX LLC $0.12B 70 2024-12-31 2025-03-14
CREW CAPITAL MANAGEMENT, LTD. $0.12B 144 2024-12-31 2025-02-06
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