Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
HICKORY ASSET MANAGEMENT, INC. $0.12B 90 2024-12-31 2025-01-30
ARCADIA WEALTH MANAGEMENT, INC. $0.12B 50 2024-12-31 2025-03-06
KUHN & CO INVESTMENT COUNSEL $0.12B 128 2024-12-31 2025-01-30
WASHINGTON UNIVERSITY $0.12B 3 2024-12-31 2025-01-24
FARLEY CAPITAL L.P. $0.12B 15 2024-12-31 2025-02-12
ELM3 FINANCIAL GROUP, LLC $0.12B 90 2024-12-31 2025-01-27
PRODIGY ASSET MANAGEMENT LLC $0.12B 23 2024-12-31 2025-02-13
YORKTOWN ENERGY PARTNERS XI, L.P. $0.12B 3 2024-12-31 2025-02-14
INTEGRAS PARTNERS LLC $0.12B 62 2024-12-31 2025-02-10
REVOLUTION GROWTH MANAGEMENT COMPANY, INC. $0.12B 1 2024-12-31 2025-01-24
IPSEN ADVISOR GROUP LLC $0.12B 93 2024-12-31 2025-02-11
CLEAR POINT ADVISORS INC. $0.12B 105 2024-12-31 2025-01-31
NAN FUNG GROUP HOLDINGS LTD $0.12B 35 2024-12-31 2025-02-13
TRV GP VI, LLC $0.12B 4 2024-12-31 2025-02-13
ALETHEA CAPITAL MANAGEMENT, LLC $0.12B 30 2024-12-31 2025-02-14
PERSISTENT ASSET PARTNERS LTD $0.12B 143 2024-12-31 2025-02-14
SPRINGVEST WEALTH MANAGEMENT LLC $0.12B 53 2024-12-31 2025-03-10
GENERATION CAPITAL MANAGEMENT LLC $0.12B 77 2024-12-31 2025-02-13
ALLY BRIDGE GROUP LLC $0.12B 30 2024-12-31 2025-02-14
BARDEN CAPITAL MANAGEMENT, INC. $0.12B 60 2024-12-31 2025-02-07
QSM ASSET MANAGEMENT LTD $0.12B 17 2024-12-31 2025-02-28
MAGNOLIA PRIVATE WEALTH, LLC $0.12B 105 2024-12-31 2025-02-04
BRUCKE FINANCIAL, INC. $0.12B 138 2024-12-31 2025-02-27
VITRUVIAN PARTNERS LLP $0.12B 6 2024-12-31 2025-02-11
FAIRSCALE CAPITAL, LLC $0.12B 355 2024-12-31 2025-02-07
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