Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
MINK BROOK ASSET MANAGEMENT LLC $0.10B 28 2024-12-31 2025-02-14
SWITCHPOINT FINANCIAL PLANNING, LLC $0.10B 50 2024-12-31 2025-02-11
ACCEL GROWTH FUND V ASSOCIATES L.L.C. $0.10B 2 2024-12-31 2025-02-14
WYNNCHURCH CAPITAL PARTNERS IV, L.P. $0.10B 1 2024-12-31 2025-02-04
ONEFUND, LLC $0.10B 126 2024-12-31 2025-02-05
INVESCO SENIOR SECURED MANAGEMENT INC /ADV $0.10B 8 2024-12-31 2025-02-13
EQ WEALTH ADVISORS, LLC $0.10B 50 2024-12-31 2025-01-24
YORKTOWN MANAGEMENT & RESEARCH CO INC $0.10B 204 2024-12-31 2025-01-27
QSV EQUITY INVESTORS LLC $0.10B 85 2024-12-31 2025-02-12
BRETTON CAPITAL MANAGEMENT, LLC $0.10B 20 2024-12-31 2025-02-11
POST RESCH TALLON GROUP INC. $0.10B 106 2024-12-31 2025-02-04
CUSHING CAPITAL PARTNERS, LLC $0.10B 72 2024-12-31 2025-02-07
ALPHA WEALTH FUNDS, LLC $0.10B 53 2024-12-31 2025-03-06
DISCIPLINED INVESTORS, L.L.C. $0.10B 111 2024-12-31 2025-02-12
CORNERSTONE SELECT ADVISORS, LLC $0.10B 112 2024-12-31 2025-02-14
SQUARE WAVE PARTNERS, L.P. $0.10B 8 2024-12-31 2025-02-14
ROXBURY FINANCIAL LLC $0.10B 387 2024-12-31 2025-01-30
DELPHI MANAGEMENT INC /MA/ $0.10B 79 2024-12-31 2025-02-10
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC $0.10B 48 2024-12-31 2025-02-12
ORCAM FINANCIAL GROUP $0.10B 45 2024-12-31 2025-02-14
CENTERPOINT ADVISORY GROUP $0.10B 88 2024-12-31 2025-01-30
MONTCHANIN ASSET MANAGEMENT, LLC $0.10B 54 2024-12-31 2025-02-20
TWIN LIONS MANAGEMENT LLC $0.10B 7 2024-12-31 2025-02-14
ARCHON CAPITAL MANAGEMENT LLC $0.10B 37 2024-12-31 2025-02-13
ALDEN GLOBAL CAPITAL LLC $0.10B 23 2024-12-31 2025-02-14
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