Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
ROCKLAND TRUST CO 2026 Q1 4/16/2026
WHITENER CAPITAL MANAGEMENT, INC. 2026 Q1 4/16/2026
PARK NATIONAL CORP /OH/ 2026 Q1 4/16/2026
ARS Investment Partners, LLC 2026 Q1 4/16/2026
FIRST MERCHANTS CORP 2026 Q1 4/16/2026
PW Nova Financial Services LLC 2026 Q1 4/16/2026
Roan Capital Partners 2026 Q1 4/16/2026
Meadowbrook Advisors Group, LLC 2026 Q1 4/16/2026
Tortuga Wealth Management, Inc 2025 Q4 4/16/2026
Koenig Investment Advisory, LLC 2026 Q1 4/16/2026
STRATEGIC ADVISORY PARTNERS, LLC 2026 Q1 4/16/2026
BDFS Capital LLC 2026 Q1 4/16/2026
Lexington Hill Partners, LLC 2026 Q1 4/16/2026
EVOLVE PRIVATE WEALTH, LLC 2026 Q1 4/16/2026
Asset Advisory Group, Inc. 2026 Q1 4/16/2026
Ballast Rock Private Wealth LLC 2026 Q1 4/16/2026
Michael Brady & Co., LLC 2026 Q1 4/16/2026
Franchise GP Ltd 2026 Q1 4/16/2026
VVR Holdings LLC 2026 Q1 4/16/2026
QTR Family Wealth, LLC 2026 Q1 4/16/2026
HICKS CAPITAL MANAGEMENT LLC 2026 Q1 4/16/2026
Clark Asset Management, LLC 2026 Q1 4/16/2026
Capstone Wealth Management Group LLC 2026 Q1 4/16/2026
Sunbeam Capital Management, LLC 2026 Q1 4/16/2026
Lunate Capital Ltd 2026 Q1 4/16/2026
STEPHEN J. GARRY & ASSOCIATES, LLC 2026 Q1 4/16/2026
WAYSTONE ADVISORS LLC 2026 Q1 4/16/2026
BREAKTHRU ADVISORY SERVICES, LLC 2026 Q1 4/16/2026
BCO Wealth Management LLC 2026 Q1 4/16/2026
Freedom Financial Partners LLC 2026 Q1 4/16/2026
POINCIANA ADVISORS GROUP, LLC 2026 Q1 4/16/2026
CogentBlue Wealth Advisors, LLC 2026 Q1 4/16/2026
LIFELONG WEALTH ADVISORS, INC. 2026 Q1 4/16/2026
Westmount Partners, LLC 2026 Q1 4/16/2026
Envision Financial LLC 2026 Q1 4/16/2026
REDSTONE WEALTH MANAGEMENT, LLC 2026 Q1 4/16/2026
Friday Financial 2026 Q1 4/16/2026
FIDUCIARY ADVISORS, INC. 2026 Q1 4/16/2026
Heck Capital Advisors, LLC 2026 Q1 4/16/2026
Vested Financial Planning, LLC 2026 Q1 4/16/2026
Paladin Wealth, LLC 2026 Q1 4/16/2026
FMB WEALTH MANAGEMENT 2026 Q1 4/16/2026
Global Wealth Management, LLC 2026 Q1 4/16/2026
GEN Financial Management, INC. 2026 Q1 4/16/2026
Smith Thornton Advisors LLC 2026 Q1 4/16/2026
BridgePort Financial Solutions, LLC 2026 Q1 4/16/2026
Robocap Asset Management Ltd 2026 Q1 4/16/2026
Codex Capital Asset Management L.L.C. 2026 Q1 4/16/2026
FLYWHEEL PRIVATE WEALTH LLC 2026 Q1 4/16/2026
Elser Financial Planning, Inc 2026 Q1 4/16/2026
Generate Investment Management Ltd 2026 Q1 4/16/2026
Everstar Asset Management, LLC 2026 Q1 4/16/2026
JDH Wealth Management, LLC 2026 Q1 4/16/2026
Capstone Wealth Management, LLC 2026 Q1 4/16/2026
REX Advisers, LLC 2026 Q1 4/16/2026
Addis & Hill, Inc 2026 Q1 4/16/2026
True Vision MN LLC 2026 Q1 4/16/2026
Triad Wealth Partners, LLC 2026 Q1 4/16/2026
Sprinkle Financial Consultants LLC 2026 Q1 4/16/2026
OxenFree Capital LLC 2026 Q1 4/16/2026
E. Ohman J:or Asset Management AB 2026 Q1 4/16/2026
MontVue Capital Management, Inc. 2026 Q1 4/16/2026
Silverberg Bernstein Capital Management LLC 2026 Q1 4/16/2026
Mastercard Foundation Asset Management Corp 2026 Q1 4/16/2026
Quotient Wealth Partners, LLC 2026 Q1 4/16/2026
Tactive Advisors, LLC 2026 Q1 4/16/2026
Maestria Partners LLC 2026 Q1 4/16/2026
PMV Capital Advisers, LLC 2026 Q1 4/16/2026
SWEENEY & MICHEL, LLC 2026 Q1 4/16/2026
EVEXIA WEALTH LLC 2026 Q1 4/16/2026
State Insurance Fund 2026 Q1 4/16/2026
Baron Wealth Management LLC 2026 Q1 4/16/2026
GENESIS PRIVATE WEALTH, LLC 2026 Q1 4/16/2026
PETREDIS INVESTMENT ADVISORS LLC 2026 Q1 4/16/2026
Mendota Financial Group, LLC 2026 Q1 4/16/2026
Trium Capital LLP 2026 Q1 4/16/2026
Fortitude Family Office, LLC 2026 Q1 4/16/2026
Swisher Financial Concepts, Inc. 2026 Q1 4/16/2026
Greenfield Savings Bank 2026 Q1 4/16/2026
Bricktown Capital, LLC 2026 Q1 4/16/2026
Balboa Wealth Partners 2026 Q1 4/16/2026
Sterling Investment Counsel, LLC 2026 Q1 4/16/2026
jvl associates llc 2026 Q1 4/16/2026
Intergy Private Wealth, LLC 2026 Q1 4/16/2026
Upper Left Wealth Management, LLC 2026 Q1 4/16/2026
SOUTHERN CAPITAL ADVISORS, LLC 2026 Q1 4/16/2026
EdgeRock Capital LLC 2026 Q1 4/16/2026
Connective Portfolio Management, LLC 2026 Q1 4/16/2026
Vert Asset Management LLC 2026 Q1 4/16/2026
Henrickson Nauta Wealth Advisors, Inc. 2026 Q1 4/16/2026
Pine Haven Investment Counsel, Inc 2026 Q1 4/16/2026
Strong Tower Advisory Services 2026 Q1 4/16/2026
Howard Capital Management Group, LLC 2026 Q1 4/16/2026
RFG HOLDINGS, INC. 2026 Q1 4/16/2026
Center For Asset Management LLC 2026 Q1 4/16/2026
Johnson Bixby & Associates, LLC 2026 Q1 4/16/2026
Allegheny Financial Group 2026 Q1 4/16/2026
Ellsworth Advisors, LLC 2026 Q1 4/16/2026
McClarren Financial Advisors, Inc. 2026 Q1 4/16/2026
IVC Wealth Advisors LLC 2026 Q1 4/16/2026