All 13F Filers

Name Location Most recent filing
Walser Wealth Management Company, A Ltd Liability Co Tampa, FL 4/28/2026
Walsh & Associates, LLC Sarasota, FL 5/15/2026
Walsky Investment Management, Inc. Wyomissing, PA 5/15/2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV South Bend, IN 5/11/2026
Walter Public Investments Inc. Westmount, Z4 4/28/2026
Waratah Capital Advisors Ltd. Toronto, A6 5/11/2026
Warberg Asset Management LLC Winnetka, IL 5/7/2026
WARBURG PINCUS LLC New York, NY 5/15/2026
Warburton Capital Management, LLC Tulsa, OK 5/1/2026
Warm Springs Advisors Inc. Larkspur, CA 4/30/2026
WARNER FINANCIAL, INC Bethesda, MD 4/8/2026
Warner Group LLC Madison, CT 4/29/2026
Warren Street Wealth Advisors, LLC Irvine, CA 4/16/2026
Warther Private Wealth, LLC Akron, OH 5/15/2026
Warwick Investment Management, Inc. Bryan, TX 5/12/2026
WASATCH ADVISORS LP Salt Lake City, UT 4/21/2026
WASHBURN CAPITAL MANAGEMENT, INC. Vero Beach, FL 5/1/2026
WASHINGTON CAPITAL MANAGEMENT, INC Seattle, WA 4/27/2026
WASHINGTON GROWTH STRATEGIES LLC Washington, DC 4/21/2026
WASHINGTON STATE INVESTMENT BOARD Olympia, WA 5/5/2026
Washington Trust Advisors, Inc. Wellesley, MA 4/6/2026
WASHINGTON TRUST BANK Spokane, WA 5/7/2026
WASHINGTON TRUST Co Westerly, RI 4/6/2026
WASHINGTON UNIVERSITY St Louis, MO 5/6/2026
Wasserstein Management, L.P. New York, NY 5/15/2026
Watchman Group, Inc. Plano, TX 4/20/2026
Watchtower Advisors, LP Old Greenwich, CT 5/14/2026
Waterfall Asset Management, LLC New York, NY 5/8/2026
Waterford Advisors, LLC Orchard Park, NY 5/15/2026
Waterfront Capital Partners, LLC New York, NY 5/13/2026
Waterfront Wealth Inc. Overland Park, KS 4/30/2026
WATER ISLAND CAPITAL LLC New York, NY 5/15/2026
Waterloo Capital, L.P. Austin, TX 5/12/2026
Watershed Asset Management, L.L.C. San Francisco, CA 5/6/2026
WATERSHED PRIVATE WEALTH LLC Oak Brook, IL 4/17/2026
WATERS PARKERSON & CO., LLC New Orleans, LA 4/29/2026
Waterway Wealth Management, LLC The Woodlands, TX 4/21/2026
Waverly Advisors, LLC Birmingham, AL 5/15/2026
Waycross Investment Management Co Bellingham, WA 4/13/2026
WAYCROSS PARTNERS, LLC Louisville, KY 5/7/2026
Wayfinding Financial, LLC Lynnwood, WA 5/12/2026
waypoint wealth counsel Atlanta, GA 4/23/2026
WAYSTONE ADVISORS LLC Redmond, WA 4/16/2026
WBH ADVISORY INC Baltimore, MD 4/27/2026
WBI INVESTMENTS, LLC Red Bank, NJ 5/11/2026
WCG Wealth Advisors LLC Las Vegas, NV 5/12/2026
WCM INVESTMENT MANAGEMENT, LLC Laguna Beach, CA 5/7/2026
WD RUTHERFORD LLC Portland, OR 4/24/2026
WD Thunder CV Ultimate GP LLC Houston, TX 5/18/2026
Wealth Advisors Northwest LLC Portland, OR 4/9/2026
Wealth Advisors of Iowa, LLC West Des Moines, IA 5/13/2026
Wealth Advisors of Tampa Bay, LLC Tampa, FL 5/14/2026
Wealth Advisory Solutions, LLC Zionsville, IN 4/22/2026
Wealth Alliance Advisory Group, LLC Wichita, KS 4/9/2026
WEALTH ALLIANCE, LLC Mellville, NY 5/14/2026
Wealth Analytics Partners, LLC San Diego, CA 5/15/2026
Wealth Architects, LLC Mountain View, CA 5/15/2026
WealthBridge Capital Management, LLC Westerville, OH 4/17/2026
WealthBridge Investment Counsel Inc. Calgary, A0 4/8/2026
Wealthcare Advisory Partners LLC West Chester, PA 4/14/2026
WealthCare Asset Management, LLC Springfield, MO 4/30/2026
WEALTHCARE CAPITAL MANAGEMENT LLC Richmond, VA 4/15/2026
Wealthcare Capital Partners, LLC West Chester, PA 4/15/2026
WealthCare Investment Partners, LLC Portsmouth, RI 4/9/2026
Wealth Care LLC Merritt Island, FL 4/24/2026
WealthCollab, LLC Bellevue, WA 5/13/2026
Wealth Dimensions Group, Ltd. Cincinnati, OH 5/12/2026
WEALTHEDGE INVESTMENT ADVISORS, LLC New York, NY 5/8/2026
WEALTH EFFECTS LLC Boston, MA 4/21/2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Plymouth, MN 4/8/2026
Wealth Enhancement Trust Services, Inc. Sioux Falls, SD 4/8/2026
Wealth Forward, LLC Fargo, ND 5/4/2026
Wealthfront Advisers LLC Palo Alto, CA 5/5/2026
WEALTHGARDEN F.S. LLC El Segundo, CA 5/4/2026
Wealth Group Ltd Eden Prairie, MN 4/10/2026
Wealth Group, Ltd. Raleigh, NC 4/14/2026
Wealth High Governance Asset Management Ltda. Sao Paulo, D5 6/18/2026
Wealth High Governance Capital Ltda Sao Paulo, D5 6/18/2026
Wealth Intelligence, LLC Columbus, GA 4/15/2026
Wealth Management Associates, Inc. Cherry Hill, NJ 5/13/2026
Wealth Management Nebraska Norfolk, NE 5/15/2026
Wealth Management Partners, LLC Tucson, AZ 4/17/2026
WEALTH MANAGEMENT RESOURCES, INC. Smithfield, RI 4/28/2026
Wealth Management Strategies, Inc. Pittsburgh, PA 5/11/2026
WealthNavi Inc. Shinagawa Ku, Tokyo, M0 4/21/2026
WealthPlan Investment Management, LLC Omaha, NE 4/29/2026
WealthPLAN Partners, LLC Omaha, NE 4/29/2026
WealthPoint Financial, LLC Cramerton, NC 4/23/2026
Wealth Preservation Advisors, LLC Chattanooga, TN 5/15/2026
Wealth Quarterback LLC Toms River, NJ 4/9/2026
Wealthquest Corp Cincinnati, OH 6/3/2026
Wealth Science Advisors LLC Alpharetta, GA 4/8/2026
WealthShield Partners, LLC Cary, NC 5/1/2026
WEALTHSPAN PARTNERS, LLC Davenport, IA 4/8/2026
Wealthspire Advisors, LLC New York, NY 5/1/2026
Wealthspire Retirement, LLC Aliso Viejo, CA 5/13/2026
Wealthspring Capital LLC West Harrison, NY 5/4/2026
WealthSpring Partners, LLC Long Beach, CA 4/21/2026
Wealthstar Advisors, LLC Plano, TX 4/27/2026
WealthTrak Capital Management LLC Virginia Beach, VA 5/12/2026
WealthTrust Asset Management, LLC Destin, FL 5/6/2026
WealthTrust Axiom LLC Wayne, PA 5/11/2026
Wealth Watch Advisors, INC Englewood, CO 5/15/2026
WEATHERLY ASSET MANAGEMENT L. P. Del Mar, CA 4/15/2026
Weaver Capital Management LLC Suwanee, GA 4/17/2026
Weaver C. Barksdale & Associates, Inc. Nashville, TN 5/14/2026
Weaver Consulting Group Huntington Beach, CA 5/15/2026
WEBER CAPITAL MANAGEMENT LLC /ADV San Francisco, CA 4/23/2026
Webs Creek Capital Management LP Dallas, TX 5/15/2026
WEBSTER BANK, N. A. Waterbury, CT 4/17/2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC Florence, SC 4/15/2026
WEDBUSH SECURITIES INC Pasadena, CA 4/21/2026
WEDGE CAPITAL MANAGEMENT L L P/NC Charlotte, NC 4/13/2026
WEDGEWOOD INVESTORS INC /PA/ Erie, PA 5/5/2026
WEDGEWOOD PARTNERS INC St Louis, MO 5/15/2026
Wedmont Private Capital West Chester, PA 4/9/2026
WEIK CAPITAL MANAGEMENT Wyomissing, PA 5/12/2026
Weil Company, Inc. San Diego, CA 4/15/2026
Weinberger Asset Management, Inc Los Angeles, CA 5/8/2026
Weiss Asset Management LP Boston, MA 5/15/2026
Weitzel Financial Services, Inc. Dubuque, IA 4/29/2026
WEITZ INVESTMENT MANAGEMENT, INC. Omaha, NE 5/14/2026
WELCH CAPITAL PARTNERS LLC/NY Harrison, NY 5/7/2026
Welch Financial Planning, LLC Boulder, CO 4/21/2026
WELCH & FORBES LLC Boston, MA 5/1/2026
Welch Group, LLC Birmingham, AL 4/21/2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST London, X0 4/22/2026
Well Done, LLC Holland, MI 4/14/2026
Wellesley Asset Management Portsmouth, NH 5/11/2026
Wellington Grp LLC Indianapolis, IN 5/22/2026
WELLINGTON MANAGEMENT GROUP LLP Boston, MA 5/15/2026
Wellington Shields Capital Management, LLC New York, NY 5/4/2026
Wellington Shields & Co., LLC New York, NY 5/4/2026
Wellment Financial Elmhurst, IL 4/28/2026
WELLS FARGO & COMPANY/MN San Francisco, CA 5/11/2026
Wells Financial Advisors INC Framingham, MA 5/7/2026
Wellspring Financial Advisors, LLC Cleveland, OH 5/15/2026
WENDELL DAVID ASSOCIATES INC Portsmouth, NH 4/23/2026
Wendel SE Paris, I0 4/29/2026
Werba Rubin Papier Wealth Management San Jose, CA 5/12/2026
Werlinich Asset Management, LLC Stamford, CT 4/8/2026
Wernau Asset Management Inc. Gloucester, MA 4/22/2026
WESBANCO BANK INC Wheeling, WV 4/21/2026
WESCAP Management Group, Inc. Glendale, CA 5/12/2026
Wescott Financial Advisory Group, LLC Philadelphia, PA 5/12/2026
Wesleyan Assurance Society Birmingham, X0 4/29/2026
WESPAC Advisors, LLC Orinda, CA 4/29/2026
WESPAC Advisors SoCal, LLC Pasadena, CA 4/15/2026
WEST BANCORPORATION INC West Des Moines, IA 4/23/2026
Westbourne Investment Advisors, Inc. Annapolis, MD 4/28/2026
WESTBOURNE INVESTMENTS, INC. Alexandria, VA 5/15/2026
West Branch Capital LLC Amherst, MA 4/14/2026
WestBridge Capital Management, LLC Trianon, O4 5/12/2026
WestCap Management, LLC San Francisco, CA 5/15/2026
Westchester Capital Management, Inc. Omaha, NE 5/6/2026
Westchester Capital Management, LLC Valhalla, NY 5/15/2026
WESTCO ADVISORY SERVICES INC /ADV Lynbrook, NY 5/13/2026
WestEnd Advisors, LLC Charlotte, NC 4/22/2026
Westend Capital Management, LLC Sausalito, CA 4/14/2026
Westerkirk Capital Inc. Victoria, A1 5/14/2026
WESTERLY CAPITAL MANAGEMENT, LLC San Francisco, CA 5/15/2026
Western Financial Corp/CA San Diego, CA 4/23/2026
Western Pacific Wealth Management, LP Lake Forest, IL 4/17/2026
Western Reserve Capital Management, LLC Hudson, OH 4/27/2026
Western Standard LLC Los Angeles, CA 5/5/2026
Western Wealth Management, LLC Golden, CO 6/18/2026
West Family Investments, Inc. Carlsbad, CA 5/7/2026
WESTFIELD CAPITAL MANAGEMENT CO LP Boston, MA 5/11/2026
West Financial Advisors, LLC Des Moines, IA 4/8/2026
Westfuller Advisors, LLC New York, NY 4/28/2026
Westhampton Capital, LLC Winston Salem, NC 4/16/2026
WestHill Financial Advisors, Inc. San Rafael, CA 4/9/2026
WEST MICHIGAN ADVISORS, LLC Holland, MI 5/5/2026
Westmount Partners, LLC Los Angeles, CA 4/16/2026
Westover Capital Advisors, LLC Wilmington, DE 5/5/2026
WESTPAC BANKING CORP Sydney, C3 5/12/2026
WEST PACES ADVISORS INC. Atlanta, GA 5/5/2026
WESTPORT ASSET MANAGEMENT INC Southport, CT 5/15/2026
Westshore Wealth, LLC Newport Beach, CA 5/27/2026
Westside Investment Management, Inc. Santa Monica, CA 5/4/2026
West Tower Group, LLC Richmond, VA 4/29/2026
Westview Management dba Westview Investment Advisors Burlington, VT 5/8/2026
West Virginia University Foundation, Inc Morgantown, WV 5/13/2026
West Wealth Group, LLC Irvine, CA 5/12/2026
Westwind Capital Las Cruces, NM 4/14/2026
Westwood Global Investments, LLC Boston, MA 5/14/2026
WESTWOOD HOLDINGS GROUP INC Dallas, TX 5/15/2026
Westwood Wealth Management Los Angeles, CA 5/11/2026
WETZEL INVESTMENT ADVISORS, INC. Indianapolis, IN 4/22/2026
WEXFORD CAPITAL LP West Palm Beach, FL 5/15/2026
WEYBOSSET RESEARCH & MANAGEMENT LLC Providence, RI 4/16/2026
WFA of San Diego, LLC San Diego, CA 5/11/2026
WFM ASIA (BVI) Ltd Hong Kong, K3 5/12/2026
WGI DM, LLC Boston, MA 5/14/2026
W.G. Shaheen & Associates DBA Whitney & Co Rochester, NY 5/5/2026
Whalen Wealth Management Inc. Las Vegas, NV 4/13/2026
Whale Rock Capital Management LLC Boston, MA 5/15/2026
WHALEROCK POINT PARTNERS, LLC West Palm Beach, FL 5/15/2026
Wharton Business Group, LLC Malvern, PA 5/7/2026
W.H. Cornerstone Investments Inc. Kingston, MA 4/28/2026