Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Stordahl Capital Management, Inc. 2026 Q1 4/15/2026
SeaCrest Wealth Management, LLC 2026 Q1 4/15/2026
A&I FINANCIAL SERVICES, LLC 2026 Q1 4/15/2026
Oak Asset Management, LLC 2026 Q1 4/15/2026
Guardian Financial Partners, LLC 2026 Q1 4/15/2026
Fluent Financial, LLC 2026 Q1 4/15/2026
Cypress Wealth Services, LLC 2026 Q1 4/15/2026
QVR LLC 2026 Q1 4/15/2026
Arlington Financial Advisors, LLC 2026 Q1 4/15/2026
Cannae Holdings, Inc. 2026 Q1 4/15/2026
ACCESS FINANCIAL SERVICES, INC. 2026 Q1 4/15/2026
Radnor Capital Management, LLC 2026 Q1 4/15/2026
NIGHTVIEW CAPITAL, LLC 2026 Q1 4/15/2026
SL ADVISORS, LLC 2026 Q1 4/15/2026
SL ADVISORS, LLC 2025 Q4 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2025 Q3 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2025 Q2 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2025 Q1 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2024 Q4 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2024 Q3 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2024 Q2 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2024 Q1 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2023 Q4 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2023 Q3 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2023 Q2 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2023 Q1 - RESTATEMENT 4/15/2026
SL ADVISORS, LLC 2022 Q4 - RESTATEMENT 4/15/2026
HORIZON FINANCIAL SERVICES, LLC 2026 Q1 4/15/2026
Douglas Lane & Associates, LLC 2026 Q1 4/15/2026
RJA Asset Management LLC 2026 Q1 4/15/2026
WESPAC Advisors SoCal, LLC 2026 Q1 4/15/2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC 2026 Q1 4/15/2026
PHYSICIANS FINANCIAL SERVICES, INC. 2026 Q1 4/15/2026
HOME FEDERAL BANK OF TENNESSEE 2026 Q1 4/15/2026
CAPITAL INSIGHT PARTNERS, LLC 2026 Q1 4/15/2026
Covea Finance 2026 Q1 4/15/2026
Trust Point Inc. 2026 Q1 4/15/2026
AlphaStar Capital Management, LLC 2026 Q1 4/15/2026
JUNCTURE WEALTH STRATEGIES, LLC 2026 Q1 4/15/2026
Polunin Capital Partners Ltd 2026 Q1 4/15/2026
Merit Financial Group, LLC 2026 Q1 4/15/2026
Tradewinds Capital Management, LLC 2026 Q1 4/15/2026
Compagnie Lombard Odier SCmA 2026 Q1 4/15/2026
Curbstone Financial Management Corp 2026 Q1 4/15/2026
Archford Capital Strategies, LLC 2026 Q1 4/15/2026
Employees Provident Fund Board 2013 Q1 4/15/2026
Employees Provident Fund Board 2013 Q2 4/15/2026
Employees Provident Fund Board 2013 Q3 4/15/2026
Employees Provident Fund Board 2013 Q4 4/15/2026
Cranbrook Wealth Management, LLC 2026 Q1 4/15/2026
R.H. Dinel Investment Counsel, Inc. 2026 Q1 4/15/2026
PEDDOCK CAPITAL ADVISORS, LLC 2026 Q1 4/15/2026
Sivik Global Healthcare LLC 2026 Q1 4/15/2026
Nepsis Inc. 2026 Q1 4/15/2026
Paragon Capital Management Ltd 2026 Q1 4/15/2026
Addenda Capital Inc. 2026 Q1 4/15/2026
Financial Management Professionals, Inc. 2026 Q1 4/15/2026
Raub Brock Capital Management LP 2026 Q1 4/15/2026
Diligent Investors, LLC 2026 Q1 4/15/2026
Iowa State Bank 2026 Q1 4/15/2026
Verity & Verity, LLC 2026 Q1 4/15/2026
Aspen Investment Management Inc 2026 Q1 4/15/2026
Ocean Park Asset Management, LLC 2026 Q1 4/15/2026
HENGEHOLD CAPITAL MANAGEMENT LLC 2026 Q1 4/15/2026
Redhawk Wealth Advisors, Inc. 2026 Q1 4/15/2026
WEALTHCARE CAPITAL MANAGEMENT LLC 2026 Q1 4/15/2026
Perkins Coie Trust Co 2026 Q1 4/15/2026
Renaissance Investment Group LLC 2026 Q1 4/15/2026
Asset Allocation & Management Company, LLC 2026 Q1 4/15/2026
EXCHANGE TRADED CONCEPTS, LLC 2026 Q1 4/15/2026
Cohen Klingenstein LLC 2026 Q1 4/15/2026
CACTI ASSET MANAGEMENT LLC 2026 Q1 4/15/2026
RS CRUM INC. 2026 Q1 4/15/2026
Weil Company, Inc. 2026 Q1 4/15/2026
York GP, Ltd. 2026 Q1 4/15/2026
ALBERT D MASON INC 2026 Q1 4/15/2026
MOGY JOEL R INVESTMENT COUNSEL INC 2026 Q1 4/15/2026
AMI INVESTMENT MANAGEMENT INC 2026 Q1 4/15/2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2026 Q1 4/15/2026
BONNESS ENTERPRISES INC 2026 Q1 4/15/2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2026 Q1 4/15/2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2026 Q1 4/15/2026
ATWOOD & PALMER INC 2026 Q1 4/15/2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY 2026 Q1 4/15/2026
PARSONS CAPITAL MANAGEMENT INC/RI 2026 Q1 4/15/2026
TRUST CO OF TOLEDO NA /OH/ 2026 Q1 4/15/2026
Orange Investment Advisors, Inc. 2026 Q1 4/14/2026
NIPPON LIFE INSURANCE CO 2026 Q1 4/14/2026
CONGRESS ASSET MANAGEMENT CO 2026 Q1 4/14/2026
ROFFMAN MILLER ASSOCIATES INC /PA/ 2026 Q1 4/14/2026
L. Roy Papp & Associates, LLP 2026 Q1 4/14/2026
NBC SECURITIES, INC. 2026 Q1 4/14/2026
BUILDER INVESTMENT GROUP INC /ADV 2026 Q1 4/14/2026
STONEBRIDGE CAPITAL MANAGEMENT INC 2026 Q1 4/14/2026
SEARCY FINANCIAL SERVICES INC /ADV 2026 Q1 4/14/2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2026 Q1 4/14/2026
Capital Asset Managemnet, LLC 2026 Q1 4/14/2026
American State Bank (Iowa) 2026 Q1 4/14/2026
American State Bank (Iowa) 2025 Q4 4/14/2026
American State Bank (Iowa) 2025 Q3 4/14/2026