Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
CASTALIAN PARTNERS, LLC $0.11B 27 2024-12-31 2025-02-14
272 CAPITAL LP $0.11B 48 2024-12-31 2025-02-14
WULFF, HANSEN & CO. $0.11B 96 2024-12-31 2025-02-11
INSTRUMENTAL WEALTH, LLC $0.11B 51 2024-12-31 2025-02-24
NORTHSTAR FINANCIAL COMPANIES, INC. $0.11B 108 2024-12-31 2025-03-12
AMICA RETIREE MEDICAL TRUST $0.11B 135 2024-12-31 2025-02-12
RED CRANE WEALTH MANAGEMENT, LLC $0.11B 64 2024-12-31 2025-02-05
VESTED FINANCIAL PLANNING, LLC $0.11B 25 2024-12-31 2025-01-28
DKM WEALTH MANAGEMENT, INC. $0.11B 52 2024-12-31 2025-02-12
MALLINI COMPLETE FINANCIAL PLANNING LLC $0.11B 60 2024-12-31 2025-02-10
OCTAHEDRON CAPITAL MANAGEMENT L.P. $0.11B 20 2024-12-31 2025-02-11
EDMP, INC. $0.11B 65 2024-12-31 2025-01-29
VENNLIGHT CAPITAL MANAGEMENT, LP $0.11B 15 2024-12-31 2025-02-14
ALDEBARAN CAPITAL, LLC $0.11B 37 2024-12-31 2025-02-12
TURNING POINT BENEFIT GROUP, INC. $0.11B 64 2024-12-31 2025-02-03
FLAVIN FINANCIAL SERVICES, INC. $0.11B 68 2024-12-31 2025-01-24
COPIA WEALTH MANAGEMENT $0.11B 425 2024-12-31 2025-03-06
TELLIGENT FUND, LP $0.11B 26 2024-12-31 2025-01-28
VARIANT PRIVATE WEALTH, LLC $0.10B 41 2024-12-31 2025-02-03
CORRE PARTNERS MANAGEMENT, LLC $0.10B 4 2024-12-31 2025-02-11
FAIRTREE ASSET MANAGEMENT LTD $0.10B 96 2024-12-31 2025-03-21
TANDEM INVESTMENT PARTNERS LLC $0.10B 62 2024-12-31 2025-02-13
WEAVER C. BARKSDALE & ASSOCIATES, INC. $0.10B 62 2024-12-31 2025-02-11
NDVR, INC. $0.10B 102 2024-12-31 2025-02-14
RIDGELINE WEALTH PLANNING, LLC $0.10B 37 2024-12-31 2025-01-29
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