Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
PRAKASH INVESTMENT ADVISORS LLC $0.10B 57 2024-12-31 2025-02-03
AUTHENTIKOS WEALTH ADVISORY, LLC $0.10B 83 2024-12-31 2025-01-29
HYUNDAI INVESTMENTS CO., LTD. $0.10B 1 2024-12-31 2025-02-14
INVERA WEALTH ADVISORS, LLC $0.10B 47 2024-12-31 2025-02-03
PEAPOD LANE CAPITAL LLC $0.10B 57 2024-12-31 2025-01-29
ENTRUITY WEALTH, LLC $0.10B 42 2024-12-31 2025-02-13
ATIVO CAPITAL MANAGEMENT LLC $0.10B 51 2024-12-31 2025-02-03
SHERWOOD FINANCIAL PARTNERS, LLC $0.10B 7 2024-12-31 2025-02-15
NEW COVENANT TRUST COMPANY, N.A. $0.10B 85 2024-12-31 2025-02-06
PROPEL BIO MANAGEMENT, LLC $0.10B 21 2024-12-31 2025-02-14
STRATEGENT FINANCIAL, LLC $0.10B 32 2024-12-31 2025-02-04
K2 FINANCIAL INC. $0.10B 60 2024-12-31 2025-02-06
FORTRESS FINANCIAL GROUP, LLC $0.10B 69 2024-12-31 2025-02-05
QUEST 10 WEALTH BUILDERS, INC. $0.10B 714 2024-12-31 2025-02-13
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC $0.10B 152 2024-12-31 2025-01-29
IDG CHINA CAPITAL FUND III ASSOCIATES L.P. $0.10B 2 2024-12-31 2025-02-06
NOVUS ADVISORS, LLC $0.10B 112 2024-12-31 2025-02-07
CWC ADVISORS, LLC. $0.10B 121 2024-12-31 2025-03-18
SCHAEFFER FINANCIAL LLC $0.10B 19 2024-12-31 2025-02-03
PATHWAY CAPITAL MANAGEMENT, LP $0.10B 9 2024-12-31 2025-02-05
AG ASSET ADVISORY, LLC $0.10B 23 2024-12-31 2025-03-06
ALPHACENTRIC ADVISORS LLC $0.10B 209 2024-12-31 2025-01-31
KINNEY ASSET MANAGEMENT, LLC $0.10B 4 2024-12-31 2025-01-31
MY WEALTH MANAGEMENT INC. $0.10B 26 2024-12-31 2025-02-07
PICTET BANK & TRUST LTD $0.10B 42 2024-12-31 2025-01-30
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