Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
CROWLEY WEALTH MANAGEMENT, INC. $0.11B 429 2024-12-31 2025-02-11
INHERENT MANAGEMENT CORP. $0.11B 8 2024-12-31 2025-02-14
GREYCROFT LP $0.11B 11 2024-12-31 2025-02-14
TWIN CITY PRIVATE WEALTH, LLC $0.11B 95 2024-12-31 2025-02-11
DCVC OPPORTUNITY FUND II GP, LLC $0.11B 2 2024-12-31 2025-02-14
AYURMAYA CAPITAL MANAGEMENT COMPANY, LP $0.11B 2 2024-12-31 2025-02-13
LANCASTER INVESTMENT MANAGEMENT $0.11B 5 2024-12-31 2025-02-10
BLUE WATER LIFE SCIENCE ADVISORS, LP $0.11B 9 2024-12-31 2025-02-13
NOTE ADVISORS, LLC $0.11B 75 2024-12-31 2025-02-14
RUBICON FOUNDERS LLC $0.11B 1 2024-12-31 2025-02-12
MEADOWBROOK INVESTMENT ADVISORS LLC $0.11B 310 2024-12-31 2025-01-29
ADAMS STREET PARTNERS LLC $0.11B 6 2024-12-31 2025-02-14
WOLFSTICH CAPITAL, LLC $0.11B 23 2024-12-31 2025-02-06
PERKINS CAPITAL MANAGEMENT INC $0.11B 81 2024-12-31 2025-02-11
TASSEL CAPITAL MANAGEMENT, INC. $0.11B 38 2024-12-31 2025-02-07
HICKORY POINT BANK & TRUST $0.11B 120 2024-12-31 2025-02-05
BLUEGRASS CAPITAL PARTNERS LP $0.11B 11 2024-12-31 2025-02-07
ATLAS MERCHANT CAPITAL LLC $0.11B 29 2024-12-31 2025-02-14
ADG WEALTH MANAGEMENT GROUP, LLC $0.11B 28 2024-12-31 2025-02-05
SUMMIT INVESTMENT ADVISORS, INC. $0.11B 55 2024-12-31 2025-02-14
SRN ADVISORS, LLC $0.11B 102 2024-12-31 2025-02-04
BRIGHT FUTURES WEALTH MANAGEMENT, LLC. $0.11B 125 2024-12-31 2025-01-30
BRUESKE ADVISORY SERVICES, LLC $0.11B 56 2024-12-31 2025-02-05
DYNAMIC WEALTH STRATEGIES, LLC $0.11B 64 2024-12-31 2025-02-13
RIVERBEND WEALTH MANAGEMENT, LLC $0.11B 114 2024-12-31 2025-02-07
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