Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
AEGIS FINANCIAL CORP $0.12B 22 2024-12-31 2025-02-12
CHALLENGER WEALTH MANAGEMENT $0.12B 109 2024-12-31 2025-02-22
CONSTANT GUIDANCE FINANCIAL LLC $0.12B 36 2024-12-31 2025-01-30
BEY-DOUGLAS LLC $0.12B 40 2024-12-31 2025-01-29
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC $0.12B 73 2024-12-31 2025-01-24
CANNON WEALTH MANAGEMENT SERVICES, LLC $0.12B 78 2024-12-31 2025-02-04
CATALYS PACIFIC, LLC $0.12B 2 2024-12-31 2025-02-14
VELAN CAPITAL INVESTMENT MANAGEMENT LP $0.12B 45 2024-12-31 2025-02-14
IBEX INVESTORS LLC $0.12B 13 2024-12-31 2025-02-13
APEX WEALTH MANAGEMENT, LLC $0.12B 50 2024-12-31 2025-02-14
PURKISS CAPITAL ADVISORS LLC $0.12B 100 2024-12-31 2025-02-05
KENNON-GREEN & COMPANY, LLC $0.12B 41 2024-12-31 2025-02-03
PALADIN WEALTH, LLC $0.12B 95 2024-12-31 2025-01-29
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC $0.12B 8 2024-12-31 2025-02-14
KEPOS CAPITAL LP $0.12B 57 2024-12-31 2025-02-11
KAMUNTING STREET CAPITAL MANAGEMENT, L.P. $0.12B 15 2024-12-31 2025-02-14
THREE CORD TRUE WEALTH MANAGEMENT, LLC $0.12B 27 2024-12-31 2025-02-19
SILVER OAK WEALTH ADVISORS SERVICES, LLC $0.12B 40 2024-12-31 2025-03-13
BASSO CAPITAL MANAGEMENT, L.P. $0.12B 75 2024-12-31 2025-02-10
CERTIOR FINANCIAL GROUP, LLC $0.12B 120 2024-12-31 2025-02-13
SUPERSTRING CAPITAL MANAGEMENT LP $0.12B 39 2024-12-31 2025-02-14
ARISTON SERVICES GROUP $0.12B 69 2024-12-31 2025-02-06
BLACK CYPRESS CAPITAL MANAGEMENT, LLC $0.12B 28 2024-12-31 2025-02-13
DIKER MANAGEMENT LLC $0.12B 38 2024-12-31 2025-02-14
FINWARD BANCORP $0.12B 103 2024-12-31 2025-02-13
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