Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
LIFE PLANNING PARTNERS, INC $1.53B 166 2024-12-31 2025-01-30
SOUTHSTATE CORP $1.53B 678 2024-12-31 2025-02-10
COMPASS CAPITAL MANAGEMENT, INC $1.53B 38 2024-12-31 2025-01-24
WILLIS INVESTMENT COUNSEL $1.52B 116 2024-12-31 2025-01-24
WARBURG PINCUS LLC $1.52B 6 2024-12-31 2025-02-14
GELLER ADVISORS LLC $1.52B 253 2024-12-31 2025-02-14
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC $1.52B 3 2024-12-31 2025-02-10
KINETIC PARTNERS MANAGEMENT, LP $1.52B 34 2024-12-31 2025-02-14
GARDE CAPITAL, INC. $1.52B 278 2024-12-31 2025-02-24
ADELANTE CAPITAL MANAGEMENT LLC $1.52B 45 2024-12-31 2025-02-14
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC $1.52B 380 2024-12-31 2025-02-11
PATTEN & PATTEN INC/TN $1.51B 315 2024-12-31 2025-02-10
WCG WEALTH ADVISORS LLC $1.51B 293 2024-12-31 2025-02-18
TANG CAPITAL MANAGEMENT LLC $1.51B 183 2024-12-31 2025-02-14
CSM ADVISORS, LLC $1.51B 125 2024-12-31 2025-02-14
CERITY PARTNERS OCIO LLC $1.51B 24 2024-12-31 2025-02-13
WESTPAC BANKING CORP $1.51B 471 2024-12-31 2025-02-12
WINTON GROUP LTD $1.51B 594 2024-12-31 2025-02-12
RUSH ISLAND MANAGEMENT, LP $1.50B 14 2024-12-31 2025-02-14
NICHOLS & PRATT ADVISERS LLP /MA $1.50B 101 2024-12-31 2025-02-05
Y-INTERCEPT LTD $1.50B 1125 2024-12-31 2025-02-04
400 CAPITAL MANAGEMENT LLC $1.50B 6 2024-12-31 2025-02-14
COUNTRY CLUB BANK $1.50B 319 2024-12-31 2025-01-27
CASDIN CAPITAL, LLC $1.50B 39 2024-12-31 2025-02-14
ANALOG CENTURY MANAGEMENT LP $1.50B 23 2024-12-31 2025-02-14
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