Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
CFC PLANNING CO LLC $0.09B 61 2024-12-31 2025-01-30
VISION FINANCIAL MARKETS LLC $0.09B 233 2024-12-31 2025-02-06
SINCERUS ADVISORY, LLC $0.09B 63 2024-12-31 2025-02-05
RED MOUNTAIN FINANCIAL, LLC $0.09B 63 2024-12-31 2025-02-12
PARVIN ASSET MANAGEMENT, LLC $0.09B 345 2024-12-31 2025-02-14
SWISSPARTNERS ADVISORS LTD $0.09B 25 2024-12-31 2025-01-29
CF CAPITAL LLC $0.09B 46 2024-12-31 2025-02-14
RAFFLES ASSOCIATES LP $0.09B 49 2024-12-31 2025-02-14
BAER INVESTMENT ADVISORY LLC $0.09B 24 2024-12-31 2025-02-20
TRUSTCO BANK CORP N Y $0.09B 67 2024-12-31 2025-02-14
PETROS FAMILY WEALTH, LLC $0.09B 130 2024-12-31 2025-02-13
GRANT PRIVATE WEALTH MANAGEMENT INC $0.09B 111 2024-12-31 2025-02-12
CAMELOT PORTFOLIOS, LLC $0.09B 137 2024-12-31 2025-02-03
PALACIOS WEALTH MANAGEMENT, LLC $0.09B 63 2024-12-31 2025-01-30
PRAIRIEVIEW WEALTH PARTNERS, LLC $0.09B 20 2024-12-31 2025-01-29
STONE RIDGE HOLDINGS GROUP LP $0.09B 33 2024-12-31 2025-02-07
LIFEGOAL WEALTH ADVISORS $0.09B 61 2024-12-31 2025-02-05
CLARITY WEALTH DEVELOPMENT LLC $0.09B 46 2024-12-31 2025-02-10
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $0.09B 83 2024-12-31 2025-02-13
GUILD INVESTMENT MANAGEMENT, INC. $0.09B 38 2024-12-31 2025-02-07
VANGUARD CAPITAL WEALTH ADVISORS $0.09B 113 2024-12-31 2025-02-14
H&F CORPORATE INVESTORS IX, LTD. $0.09B 1 2024-12-31 2025-02-12
LEGACY SOLUTIONS, LLC $0.09B 69 2024-12-31 2025-01-31
MIURA GLOBAL MANAGEMENT, LLC $0.09B 26 2024-12-31 2025-02-14
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC $0.09B 37 2024-12-31 2025-02-11
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