Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC $0.10B 79 2024-12-31 2025-02-14
SELLARONDA GLOBAL MANAGEMENT LP $0.10B 13 2024-12-31 2025-02-13
HMV WEALTH ADVISORS, LLC $0.10B 78 2024-12-31 2025-02-10
4WEALTH ADVISORS, INC. $0.10B 143 2024-12-31 2025-02-14
GEOSPHERE CAPITAL MANAGEMENT, LLC $0.10B 33 2024-12-31 2025-02-14
ARBORFI ADVISORS, LLC $0.10B 45 2024-12-31 2025-02-14
INTRINSIC VALUE PARTNERS, LLC $0.10B 59 2024-12-31 2025-01-30
GOLDEN BELL FINANCIAL PLANNING LLC $0.10B 34 2024-12-31 2025-02-04
ACUTA CAPITAL PARTNERS, LLC $0.10B 39 2024-12-31 2025-02-14
SANTA CLARA VALLEY TRANSPORTATION AUTHORITY $0.10B 4 2024-12-31 2025-02-10
BG INVESTMENT SERVICES, INC. $0.10B 29 2024-12-31 2025-02-12
CHUNG WU INVESTMENT GROUP, LLC $0.10B 77 2024-12-31 2025-02-07
MACROVIEW INVESTMENT MANAGEMENT LLC $0.10B 80 2024-12-31 2025-01-31
SHADE TREE ADVISORS LLC $0.10B 16 2024-12-31 2025-01-29
CLIENTFIRST WEALTH MANAGEMENT, LLC $0.10B 47 2024-12-31 2025-01-28
NESTEGG ADVISORS, INC. $0.10B 45 2024-12-31 2025-03-21
MKD WEALTH COACHES, LLC $0.10B 29 2024-12-31 2025-02-05
TERRA ALPHA INVESTMENTS LLC $0.10B 32 2024-12-31 2025-02-10
PITTI GROUP WEALTH MANAGEMENT, LLC $0.10B 73 2024-12-31 2025-02-10
POINCIANA ADVISORS GROUP, LLC $0.10B 103 2024-12-31 2025-02-10
CORPS CAPITAL ADVISORS, LLC $0.10B 78 2024-12-31 2025-02-03
STEGENT EQUITY ADVISORS, INC. $0.10B 90 2024-12-31 2025-02-05
CHESAPEAKE CAPITAL CORP /IL/ $0.10B 165 2024-12-31 2025-02-11
COMPASS PLANNING ASSOCIATES INC $0.10B 135 2024-12-31 2025-02-03
MESIROW FINANCIAL INVESTMENT MANAGEMENT - FIXED INCOME $0.10B 14 2024-12-31 2025-02-13
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