Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
OMEGA FUND MANAGEMENT, LLC $0.12B 11 2024-12-31 2025-02-14
MOMENTOUS WEALTH MANAGEMENT, INC. $0.12B 39 2024-12-31 2025-02-12
AVANT CAPITAL LLC $0.12B 65 2024-12-31 2025-02-11
MARQUETTE ASSOCIATES, INC. $0.12B 40 2024-12-31 2025-02-14
XXEC, INC. $0.12B 21 2024-12-31 2025-02-06
BCO WEALTH MANAGEMENT LLC $0.12B 34 2024-12-31 2025-02-12
PARKWORTH WEALTH MANAGEMENT, INC. $0.12B 1271 2024-12-31 2025-02-07
FORESITE CAPITAL MANAGEMENT V, LLC $0.12B 6 2024-12-31 2025-02-14
COLLAR CAPITAL MANAGEMENT, LLC $0.12B 75 2024-12-31 2025-02-14
SUMMER ROAD LLC $0.12B 25 2024-12-31 2025-02-11
ODER INVESTMENT MANAGEMENT, LLC $0.12B 91 2024-12-31 2025-02-13
AFFINITY INVESTMENT ADVISORS, LLC $0.12B 129 2024-12-31 2025-02-11
RICHWOOD INVESTMENT ADVISORS, LLC $0.12B 100 2024-12-31 2025-02-11
SYNERGY FINANCIAL GROUP, LTD $0.12B 101 2024-12-31 2025-02-04
SOUND FINANCIAL STRATEGIES GROUP, LLC $0.12B 91 2024-12-31 2025-02-06
ALLODIUM INVESTMENT CONSULTANTS, LLC $0.12B 47 2024-12-31 2025-02-04
NDWM LLC $0.12B 31 2024-12-31 2025-02-05
SHEPHERD KAPLAN KROCHUK, LLC $0.12B 51 2024-12-31 2025-02-13
SENESCHAL ADVISORS, LLC $0.12B 36 2024-12-31 2025-02-13
JORDAN PARK TRUST CO LLC $0.12B 12 2024-12-31 2025-02-07
IMMERSION CAPITAL LLP $0.12B 7 2024-12-31 2025-02-14
B. RILEY FINANCIAL, INC. $0.12B 16 2024-12-31 2025-02-14
ROBERTS CAPITAL ADVISORS, LLC $0.12B 80 2024-12-31 2025-02-14
FINANCIAL LIFE PLANNERS $0.12B 411 2024-12-31 2025-01-24
MICHELSON MEDICAL RESEARCH FOUNDATION, INC. $0.12B 28 2024-12-31 2025-02-14
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us