Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
TOTAL WEALTH PLANNING & MANAGEMENT, INC. $0.11B 201 2024-12-31 2025-02-28
JOEL ADAMS & ASSOCIATES, INC. $0.11B 58 2024-12-31 2025-01-31
PIN OAK INVESTMENT ADVISORS INC $0.11B 476 2024-12-31 2025-02-11
OPULEN FINANCIAL GROUP LLC $0.11B 87 2024-12-31 2025-02-06
RIVERVIEW TRUST CO $0.11B 820 2024-12-31 2025-02-06
SEELAUS ASSET MANAGEMENT LLC $0.11B 169 2024-12-31 2025-01-28
PMG WEALTH MANAGEMENT, INC. $0.11B 47 2024-12-31 2025-02-03
WELLINGTON WEALTH STRATEGIES, LLC. $0.11B 66 2024-12-31 2025-02-14
MRP CAPITAL INVESTMENTS, LLC $0.11B 232 2024-12-31 2025-02-11
BARINGTON CAPITAL GROUP, L.P. $0.11B 9 2024-12-31 2025-02-14
CITY NATIONAL BANK OF FLORIDA /MSD $0.11B 117 2024-12-31 2025-02-18
DIVCO WEST REAL ESTATE SERVICES, LLC $0.11B 4 2024-12-31 2025-02-06
FAIRWAY FINANCIAL, LLC $0.11B 21 2024-12-31 2025-02-03
ELEFANTE MARK B $0.11B 50 2024-12-31 2025-02-13
MINOT DEBLOIS ADVISORS LLC $0.11B 309 2024-12-31 2025-02-14
SAGEOAK FINANCIAL, LLC $0.11B 45 2024-12-31 2025-02-10
SOMERSET GROUP LLC $0.11B 62 2024-12-31 2025-02-11
SHERMAN ASSET MANAGEMENT, INC. $0.11B 177 2024-12-31 2025-02-05
MICHELS FAMILY FINANCIAL, LLC $0.11B 121 2024-12-31 2025-02-20
MFG WEALTH MANAGEMENT, INC. $0.11B 52 2024-12-31 2025-01-29
ARROW CAPITAL PTY LTD $0.11B 35 2024-12-31 2025-02-13
GUIDED CAPITAL WEALTH MANAGEMENT, LLC $0.11B 30 2024-12-31 2025-01-29
KEYSTONE FINANCIAL SERVICES, LLC $0.11B 44 2024-12-31 2025-03-14
SQUARE PEG CAPITAL PTY LTD $0.11B 8 2024-12-31 2025-02-14
MAGMA VENTURE PARTNERS GENERAL PARTNER LTD. $0.11B 3 2024-12-31 2025-02-10
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