Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
FORESITE CAPITAL MANAGEMENT IV, LLC $0.11B 4 2024-12-31 2025-02-14
COOKSEN WEALTH, LLC $0.11B 44 2024-12-31 2025-01-31
CYPRESS ADVISORY GROUP LLC $0.11B 60 2024-12-31 2025-02-14
COIGN CAPITAL ADVISORS LLC $0.11B 74 2024-12-31 2025-02-13
FOREFRONT WEALTH MANAGEMENT INC. $0.11B 49 2024-12-31 2025-02-11
MURPHY & MULLICK CAPITAL MANAGEMENT CORP $0.11B 686 2024-12-31 2025-02-11
RPO LLC $0.11B 78 2024-12-31 2025-02-12
REVISOR WEALTH MANAGEMENT LLC $0.11B 123 2024-12-31 2025-02-20
CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC $0.11B 34 2024-12-31 2025-02-13
DILATION CAPITAL MANAGEMENT LP $0.11B 20 2024-12-31 2025-02-14
AMARA FINANCIAL, LLC. $0.11B 47 2024-12-31 2025-02-06
ENTREWEALTH, LLC $0.11B 58 2024-12-31 2025-02-10
KINTAYL CAPITAL LP $0.11B 22 2024-12-31 2025-02-14
STEPHEN J. GARRY & ASSOCIATES, LLC $0.11B 44 2024-12-31 2025-02-13
BOLTHOUSE INVESTMENTS, LLC $0.11B 79 2024-12-31 2025-02-14
WILMAR ADVISORS LLC $0.11B 16 2024-12-31 2025-02-05
RIK SAYLOR FINANCIAL, INC. $0.11B 79 2024-12-31 2025-01-27
IMG WEALTH MANAGEMENT, INC. $0.11B 258 2024-12-31 2025-02-10
ROSENTHAL | HENRY CAPITAL ADVISORS, INC. $0.11B 42 2024-12-31 2025-01-24
C2C WEALTH MANAGEMENT, LLC $0.11B 87 2024-12-31 2025-02-12
RANMORE FUND MANAGEMENT LTD $0.11B 14 2024-12-31 2025-02-13
ALEXANDER RANDOLPH ADVISORY, INC. $0.11B 52 2024-12-31 2025-02-04
SLT HOLDINGS LLC $0.11B 90 2024-12-31 2025-02-07
EHP FUNDS INC. $0.11B 51 2024-12-31 2025-02-14
WARM SPRINGS ADVISORS INC. $0.11B 50 2024-12-31 2025-02-19
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us