Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
BIOS CAPITAL MANAGEMENT, LP $0.10B 6 2024-12-31 2025-02-10
ALPINVEST PARTNERS B.V. $0.10B 10 2024-12-31 2025-02-13
JAMES REED FINANCIAL SERVICES, INC. $0.10B 18 2024-12-31 2025-02-06
GRIZZLYROCK CAPITAL, LLC $0.10B 17 2024-12-31 2025-02-14
GRAVER CAPITAL MANAGEMENT, LLC $0.10B 25 2024-12-31 2025-02-14
WILKINS MILLER WEALTH MANAGEMENT, LLC $0.10B 71 2024-12-31 2025-02-24
EXPECT EQUITY LLC $0.10B 45 2024-12-31 2025-02-14
SMART PORTFOLIOS, LLC $0.10B 96 2024-12-31 2025-02-07
GARRISON BRADFORD & ASSOCIATES INC $0.10B 31 2024-12-31 2025-02-07
BLUE ROCK WEALTH MANAGEMENT LLC $0.10B 69 2024-12-31 2025-02-14
DAUNTLESS INVESTMENT GROUP, LLC $0.10B 62 2024-12-31 2025-02-14
BRANDYWINE MANAGERS, LLC $0.09B 37 2024-12-31 2025-02-13
TREYNOR BANCSHARES, INC. $0.09B 50 2024-12-31 2025-02-12
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC $0.09B 115 2024-12-31 2025-02-07
TANDEM FINANCIAL, LLC $0.09B 84 2024-12-31 2025-01-28
EDBI PTE LTD $0.09B 14 2024-12-31 2025-02-04
IN-DEPTH PARTNERS, LLC $0.09B 13 2024-12-31 2025-02-14
TOTEM POINT MANAGEMENT, LLC $0.09B 16 2024-12-31 2025-02-14
TALISMAN WEALTH ADVISORS LLC $0.09B 102 2024-12-31 2025-02-14
GLOBAL VALUE INVESTMENT CORP. $0.09B 23 2024-12-31 2025-02-14
AXIM PLANNING & WEALTH $0.09B 41 2024-12-31 2025-02-11
AOZORA BANK, LTD. $0.09B 2 2024-12-31 2025-02-04
GGM FINANCIALS LLC $0.09B 55 2024-12-31 2025-01-28
DEFINED FINANCIAL PLANNING LLC $0.09B 78 2024-12-31 2025-02-13
INKWELL CAPITAL LLC $0.09B 32 2024-12-31 2025-02-12
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