Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2026 Q1 5/8/2026
INTEGRATED WEALTHCARE, LLC 2026 Q1 5/8/2026
GUIDANCE CAPITAL, INC 2026 Q1 5/8/2026
Japan Science & Technology Agency 2026 Q1 5/8/2026
Atlas Merchant Capital LLC 2026 Q1 5/8/2026
First National Advisers, LLC 2026 Q1 5/8/2026
GRAND WEALTH MANAGEMENT, LLC 2026 Q1 5/8/2026
Coastwise Capital Group, LLC 2026 Q1 5/8/2026
Opus Financial Solutions LLC 2026 Q1 5/8/2026
Chico Wealth RIA 2026 Q1 5/8/2026
Millington Financial Advisors, LLC 2026 Q1 5/8/2026
Accel Leaders 4 Associates L.P. 2026 Q1 5/8/2026
Comprehensive Financial Consultants Institutional, Inc. 2026 Q1 5/8/2026
Schrum Private Wealth Management LLC 2026 Q1 5/8/2026
Glassy Mountain Advisors, Inc. 2026 Q1 5/8/2026
Mystic Asset Management, Inc. 2026 Q1 5/8/2026
JACKSON HILL ADVISORS, LLC 2026 Q1 5/8/2026
HFG Advisors, Inc. 2026 Q1 5/8/2026
Horizon Family Wealth, Inc. 2026 Q1 5/8/2026
PB INVESTMENT PARTNERS, L.P. 2026 Q1 5/8/2026
Joseph Group Capital Management 2026 Q1 5/8/2026
Guardian Wealth Management, Inc. 2026 Q1 5/8/2026
TSG Consumer Partners LP 2026 Q1 5/8/2026
Enhancing Capital LLC 2026 Q1 5/8/2026
Endowment Wealth Management, Inc. 2026 Q1 5/8/2026
Highview Capital Management LLC/DE/ 2026 Q1 5/8/2026
Paralel Advisors LLC 2026 Q1 5/8/2026
VELA Investment Management, LLC 2026 Q1 5/8/2026
Atlantic Private Wealth, LLC 2026 Q1 5/8/2026
North Horizon Holdings Inc. 2026 Q1 5/8/2026
REICON WEALTH ADVISORS, LLC 2026 Q1 5/8/2026
Riverwater Partners LLC 2026 Q1 5/8/2026
Stonegate Management LLC 2026 Q1 5/8/2026
CENTRAL SECURITIES CORP 2026 Q1 5/8/2026
Boulder Wealth Advisors, LLC 2026 Q1 5/8/2026
BG Investment Services, LLC 2026 Q1 5/8/2026
Crestmont Private Wealth LLC 2026 Q1 5/8/2026
Villanova Investment Management Co LLC 2026 Q1 5/8/2026
Elevation Capital Advisory, LLC 2026 Q1 5/8/2026
Tower Wealth Partners, Inc. 2026 Q1 5/8/2026
Valley Brook Capital Group, Inc. 2026 Q1 5/8/2026
Lorne Steinberg Wealth Management Inc. 2026 Q1 5/8/2026
Greenwoods Asset Management Hong Kong Ltd. 2026 Q1 5/8/2026
B. Metzler seel. Sohn & Co. AG 2026 Q1 5/8/2026
TMT General Partner Ltd 2026 Q1 5/8/2026
Red Wave Investments LLC 2026 Q1 5/8/2026
Sands Capital Alternatives, LLC 2026 Q1 5/8/2026
NewGen Asset Management Ltd 2026 Q1 5/8/2026
Addison Advisors LLC 2026 Q1 5/8/2026
CM Management, LLC 2026 Q1 5/8/2026
Birchcreek Wealth Management, LLC 2026 Q1 5/8/2026
Helikon Investments Ltd 2026 Q1 5/8/2026
Accel Leaders 3 Associates L.P. 2026 Q1 5/8/2026
OSLO PENSJONSFORSIKRING AS 2026 Q1 5/8/2026
SW Investment Management LLC 2026 Q1 5/8/2026
CYBER HORNET ETFs LLC 2026 Q1 5/8/2026
Retirement Planning Co of New England, Inc. 2026 Q1 5/8/2026
Prudent Man Advisors, LLC 2026 Q1 5/8/2026
Hestia Capital Management, LLC 2026 Q1 5/8/2026
NIA IMPACT ADVISORS, LLC 2026 Q1 5/8/2026
Fortis Group Advisors, LLC 2026 Q1 5/8/2026
Stone Wealth Partners 2026 Q1 5/8/2026
StrongBox Wealth, LLC 2026 Q1 5/8/2026
Vanguard Global Advisers, LLC 2026 Q1 5/8/2026
Delta Accumulation, LLC 2026 Q1 5/8/2026
SHP Wealth Management 2026 Q1 5/8/2026
Andar Capital Management HK Ltd 2026 Q1 5/8/2026
1776 Wealth LLC 2026 Q1 5/8/2026
Stonebridge Financial Planning Group, LLC 2026 Q1 5/8/2026
Indie Asset Partners, LLC 2026 Q1 5/8/2026
AMJ Financial Wealth Management 2026 Q1 5/8/2026
Sound Financial Strategies Group, LLC 2026 Q1 5/8/2026
Firestone Capital Management 2026 Q1 5/8/2026
Freemont Capital Pte Ltd 2026 Q1 5/8/2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2026 Q1 5/8/2026
Deseret Mutual Benefit Administrators 2026 Q1 5/8/2026
Technology Crossover Management X, Ltd. 2026 Q1 5/8/2026
Rothschild & Co Wealth Management UK Ltd 2026 Q1 5/8/2026
Japan Post Holdings Co., Ltd. 2026 Q1 5/8/2026
Cornerstone Advisors, LLC 2026 Q1 5/8/2026
Financial Strategies Group, Inc. 2026 Q1 5/8/2026
CMC Financial Group 2026 Q1 5/8/2026
Accel Growth Fund V Associates L.L.C. 2026 Q1 5/8/2026
Advisor OS, LLC 2026 Q1 5/8/2026
Jackson Hole Capital Partners, LLC 2026 Q1 5/8/2026
Act Two Investors LLC 2026 Q1 5/8/2026
MONECO ADVISORS, LLC 2026 Q1 5/8/2026
CM WEALTH ADVISORS LLC 2026 Q1 5/8/2026
Evolution Wealth Advisors, LLC 2026 Q1 5/8/2026
Dash Acquisitions Inc. 2026 Q1 5/8/2026
Peachtree Investment Partners, LLC 2026 Q1 5/8/2026
Financial Gravity Asset Management, Inc. 2026 Q1 5/8/2026
Rheos Capital Works Inc. 2026 Q1 5/8/2026
CROWN ADVISORS MANAGEMENT, INC. 2026 Q1 5/8/2026
Paulson Wealth Management Inc. 2026 Q1 5/8/2026
Prime Capital Investment Advisors, LLC 2026 Q1 5/8/2026
ODonnell Financial Services, LLC 2026 Q1 5/8/2026
Banco de Sabadell, S.A 2026 Q1 5/8/2026
AAF Wealth Management, LLC 2026 Q1 5/8/2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026