Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
A&I FINANCIAL SERVICES, LLC $0.10B 72 2024-12-31 2025-02-05
BANCREEK CAPITAL MANAGEMENT, LP $0.10B 21 2024-12-31 2025-02-11
SEARCHLIGHT CAPITAL PARTNERS, L.P. $0.10B 3 2024-12-31 2025-02-14
NAVIGOE, LLC $0.10B 178 2024-12-31 2025-02-14
LANE GENERATIONAL LLC $0.10B 32 2024-12-31 2025-02-07
EQUITEC PROPRIETARY MARKETS, LLC $0.10B 72 2024-12-31 2025-01-29
BENNINGFIELD FINANCIAL ADVISORS, LLC $0.10B 14 2024-12-31 2025-02-04
PUREFI WEALTH, LLC $0.10B 152 2024-12-31 2025-01-30
ASPIRE GROWTH PARTNERS LLC $0.10B 99 2024-12-31 2025-02-13
CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD $0.10B 1658 2024-12-31 2025-02-14
OREGON PACIFIC WEALTH MANAGEMENT, LLC $0.10B 119 2024-12-31 2025-01-24
COLRAIN CAPITAL LLC $0.10B 27 2024-12-31 2025-02-12
HUDSON PORTFOLIO MANAGEMENT LLC $0.10B 113 2024-12-31 2025-02-13
GARDEN INVESTMENT MANAGEMENT, L.P. $0.10B 1 2024-12-31 2025-02-14
FIGURE 8 INVESTMENT STRATEGIES LLC $0.10B 53 2024-12-31 2025-01-30
RIGGS CAPITAL MANAGEMENT LLC $0.10B 105 2024-12-31 2025-02-12
KALEIDOSCOPE CAPITAL LP $0.10B 9 2024-12-31 2025-02-13
M28 CAPITAL MANAGEMENT LP $0.10B 11 2024-12-31 2025-02-13
WINGATE WEALTH ADVISORS, INC. $0.10B 477 2024-12-31 2025-01-28
ELWOOD CAPITAL PARTNERS LP $0.10B 26 2024-12-31 2025-02-12
SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO $0.10B 48 2024-12-31 2025-02-08
ARBOR CAPITAL MANAGEMENT INC /ADV $0.10B 97 2024-12-31 2025-02-10
SPECTRUM ASSET MANAGEMENT, INC. $0.10B 5 2024-12-31 2025-01-31
AMH EQUITY LTD $0.10B 56 2024-12-31 2025-02-05
CORNERSTONE FINANCIAL GROUP, LLC /NE/ $0.10B 67 2024-12-31 2025-02-14
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