Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Yarbrough Capital, LLC 2026 Q1 4/14/2026
Kozak & Associates, Inc. 2026 Q1 4/14/2026
Compton Wealth Advisory Group, LLC 2026 Q1 4/14/2026
Cox Capital Mgt LLC 2026 Q1 4/14/2026
LifePlan Financial, LLC 2026 Q1 4/14/2026
West Branch Capital LLC 2026 Q1 4/14/2026
Congress Park Capital LLC 2026 Q1 4/14/2026
Westwind Capital 2026 Q1 4/14/2026
Neumann Advisory Hong Kong Ltd 2026 Q1 4/14/2026
Affiance Financial, LLC 2026 Q1 4/14/2026
Snow Phipps Group, LLC 2026 Q1 4/14/2026
Covenant Asset Management, LLC 2026 Q1 4/14/2026
SigFig Wealth Management, LLC 2026 Q1 4/14/2026
New Capital Management LP 2026 Q1 4/14/2026
NORTHWEST WEALTH MANAGEMENT, LLC 2026 Q1 4/14/2026
FC Advisory LLC 2026 Q1 4/14/2026
Wealthcare Advisory Partners LLC 2026 Q1 4/14/2026
Well Done, LLC 2026 Q1 4/14/2026
Colorado Capital Management, Inc. 2026 Q1 4/14/2026
BEACON INVESTMENT ADVISORY SERVICES, INC. 2026 Q1 4/14/2026
Moisand Fitzgerald Tamayo, LLC 2026 Q1 4/14/2026
Perpetual Ltd 2026 Q1 4/14/2026
USA FINANCIAL FORMULAS 2026 Q1 4/14/2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2026 Q1 4/14/2026
Plancorp, LLC 2026 Q1 4/14/2026
Pictet North America Advisors SA 2026 Q1 4/14/2026
Bayshore Capital Advisors, LLC 2026 Q1 4/14/2026
M. Kraus & Co 2026 Q1 4/14/2026
Madrona Financial Services, LLC 2026 Q1 4/14/2026
Murphy Pohlad Asset Management LLC 2026 Q1 4/14/2026
SNS Financial Group, LLC 2026 Q1 4/14/2026
Prospera Financial Services Inc 2026 Q1 4/14/2026
PICTET BANK & TRUST Ltd 2026 Q1 4/14/2026
BANQUE PICTET & CIE SA 2026 Q1 4/14/2026
Clean Yield Group 2026 Q1 4/14/2026
BSW Wealth Partners 2026 Q1 4/14/2026
SeaTown Holdings Pte. Ltd. 2026 Q1 4/14/2026
Cohen Capital Management, Inc. 2026 Q1 4/14/2026
Silchester International Investors LLP 2026 Q1 4/14/2026
MOLLER WEALTH PARTNERS 2026 Q1 4/14/2026
Palisade Asset Management, LLC 2026 Q1 4/14/2026
Westend Capital Management, LLC 2026 Q1 4/14/2026
Hamlin Capital Management, LLC 2026 Q1 4/14/2026
Bank Pictet & Cie (Europe) AG 2026 Q1 4/14/2026
VALICENTI ADVISORY SERVICES INC 2026 Q1 4/14/2026
HOWLAND CAPITAL MANAGEMENT LLC 2026 Q1 4/14/2026
ARVEST INVESTMENTS, INC. 2026 Q1 4/14/2026
BALDWIN WEALTH PARTNERS LLC/MA 2026 Q1 4/14/2026
TRAN CAPITAL MANAGEMENT, L.P. 2026 Q1 4/14/2026
STERLING INVESTMENT ADVISORS LLC /ADV 2026 Q1 4/14/2026
MOODY LYNN LIEBERSON & WALKER, LLC 2026 Q1 4/13/2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2026 Q1 4/13/2026
HM PAYSON & CO 2026 Q1 4/13/2026
SALEM INVESTMENT COUNSELORS INC 2026 Q1 4/13/2026
HIGHLAND CAPITAL MANAGEMENT, LLC 2026 Q1 4/13/2026
ST GERMAIN D J CO INC 2026 Q1 4/13/2026
CREATIVE FINANCIAL DESIGNS INC /ADV 2026 Q1 4/13/2026
AUGUSTINE ASSET MANAGEMENT INC 2026 Q1 4/13/2026
ARKANSAS FINANCIAL GROUP, INC. 2026 Q1 4/13/2026
FIRST HAWAIIAN BANK 2026 Q1 4/13/2026
GILL CAPITAL PARTNERS, LLC 2026 Q1 4/13/2026
Midway Capital Research & Management 2026 Q1 4/13/2026
ARWA LLC 2026 Q1 4/13/2026
MLP3, LLC 2026 Q1 4/13/2026
Nvest Wealth Strategies, Inc. 2026 Q1 4/13/2026
Breachway Investments LLC 2026 Q1 4/13/2026
GLP Holdings LLLP 2026 Q1 4/13/2026
Thayer Financial, L.L.C. 2026 Q1 4/13/2026
Connecticut Capital Management Group, LLC 2026 Q1 4/13/2026
Sherman Wealth Management LLC 2026 Q1 4/13/2026
Integrated Financial Solutions, Inc. 2026 Q1 4/13/2026
Cogent Private Wealth, Inc. 2026 Q1 4/13/2026
Robinhood Asset Management, LLC 2026 Q1 4/13/2026
LWM ADVISORS INC 2026 Q1 4/13/2026
TradeWell Securities, LLC. 2026 Q1 4/13/2026
Uptown Financial Advisors LLC 2026 Q1 4/13/2026
Rydar Equities, Inc. 2026 Q1 4/13/2026
Woodside Wealth Management LLC 2026 Q1 4/13/2026
Ledgewood Wealth Advisors, LLC 2026 Q1 4/13/2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2026 Q1 4/13/2026
PKO BP BANKOWY Universal Pension Society JSC 2026 Q1 4/13/2026
AssuredPartners Investment Advisors, LLC 2026 Q1 4/13/2026
McGrath & Associates, Inc. 2026 Q1 4/13/2026
FORM Wealth Advisors, LLC 2026 Q1 4/13/2026
Mallini Complete Financial Planning LLC 2026 Q1 4/13/2026
Clark & Stuart, Inc 2026 Q1 4/13/2026
BFI Infinity Ltd. 2026 Q1 4/13/2026
Parkwoods Wealth Partners, LLC 2026 Q1 4/13/2026
High Probability Advisors, LLC 2026 Q1 4/13/2026
5T Wealth, LLC 2026 Q1 4/13/2026
Accelerate Investment Advisors LLC 2026 Q1 4/13/2026
Chris Bulman Inc 2026 Q1 4/13/2026
Farrell Financial LLC 2026 Q1 4/13/2026
Global X Japan Co., Ltd. 2026 Q1 4/13/2026
Oak Root LLC 2026 Q1 4/13/2026
Bank & Trust Co 2026 Q1 4/13/2026
Kelly Financial Services LLC 2026 Q1 4/13/2026
Client First Investment Management LLC 2026 Q1 4/13/2026
VOISARD ASSET MANAGEMENT GROUP, INC. 2026 Q1 4/13/2026
Clayton Financial Group LLC 2026 Q1 4/13/2026