Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Avantra Family Wealth, Inc. 2026 Q1 4/22/2026
Atwater Malick LLC 2026 Q1 4/22/2026
Princeton Global Asset Management LLC 2026 Q1 4/22/2026
Aspire Private Capital, LLC 2026 Q1 4/22/2026
TRUEFG, LLC 2026 Q1 4/22/2026
Metropolis Capital Ltd 2026 Q1 4/22/2026
Apollon Wealth Management, LLC 2026 Q1 4/22/2026
Pasadena Private Wealth, LLC 2026 Q1 4/22/2026
Hurlow Wealth Management Group, Inc. 2026 Q1 4/22/2026
Ariston Services Group 2026 Q1 4/22/2026
J. L. Bainbridge & Co., Inc. 2026 Q1 4/22/2026
Pflug Koory, LLC 2026 Q1 4/22/2026
James Hambro & Partners LLP 2026 Q1 4/22/2026
DIAMANT ASSET MANAGEMENT, INC. 2026 Q1 4/22/2026
RAINEY & RANDALL WEALTH ADVISORS INC. 2026 Q1 4/22/2026
Trilogy Capital Inc. 2026 Q1 4/22/2026
Union Bancaire Privee, UBP SA 2026 Q1 4/22/2026
AUA CAPITAL MANAGEMENT, LLC 2026 Q1 4/22/2026
QUATTRO FINANCIAL ADVISORS LLC 2026 Q1 4/22/2026
Pinnacle Bancorp, Inc. 2026 Q1 4/22/2026
Stone House Investment Management, LLC 2026 Q1 4/22/2026
Patriot Financial Group Insurance Agency, LLC 2026 Q1 4/22/2026
HMS Capital Management, LLC 2026 Q1 4/22/2026
PATTON FUND MANAGEMENT, INC. 2026 Q1 4/22/2026
Sitrin Capital Management LLC 2026 Q1 4/22/2026
BigSur Wealth Management LLC 2026 Q1 4/22/2026
Genesee Capital Advisors, LLC 2026 Q1 4/22/2026
Fund Resources Investment Holding Group Co Ltd 2026 Q1 4/22/2026
Sendero Wealth Management, LLC 2026 Q1 4/22/2026
Spectrum Asset Management, Inc. (NB/CA) 2026 Q1 4/22/2026
Employees Provident Fund Board 2008 Q1 4/22/2026
Employees Provident Fund Board 2008 Q2 4/22/2026
Employees Provident Fund Board 2008 Q3 4/22/2026
Employees Provident Fund Board 2008 Q4 4/22/2026
Employees Provident Fund Board 2009 Q1 4/22/2026
Employees Provident Fund Board 2009 Q2 4/22/2026
Employees Provident Fund Board 2009 Q3 4/22/2026
Employees Provident Fund Board 2009 Q4 4/22/2026
Employees Provident Fund Board 2010 Q1 4/22/2026
Employees Provident Fund Board 2010 Q2 4/22/2026
Employees Provident Fund Board 2010 Q3 4/22/2026
Employees Provident Fund Board 2010 Q4 4/22/2026
Gagnon Advisors, LLC 2026 Q1 4/22/2026
Biltmore Wealth Management, LLC 2026 Q1 4/22/2026
Formidable Asset Management, LLC 2026 Q1 4/22/2026
Yelin Lapidot Holdings Management Ltd. 2026 Q1 4/22/2026
1492 Capital Management LLC 2026 Q1 4/22/2026
Constellation Investments, Inc. 2026 Q1 4/22/2026
Freedom Investment Management, Inc. 2026 Q1 4/22/2026
ABN AMRO Bank N.V. 2026 Q1 4/22/2026
RPM Capital Partners, LLC 2026 Q1 4/22/2026
VICUS CAPITAL 2026 Q1 4/22/2026
Richard Bernstein Advisors LLC 2026 Q1 4/22/2026
Wallington Asset Management, LLC 2026 Q1 4/22/2026
Ifrah Financial Services, Inc. 2026 Q1 4/22/2026
Evensky & Katz LLC 2026 Q1 4/22/2026
WestEnd Advisors, LLC 2026 Q1 4/22/2026
Janney Montgomery Scott LLC 2026 Q1 4/22/2026
Sterling Capital Management LLC 2026 Q1 4/22/2026
ABSOLUTE INVESTMENT ADVISERS, LLC 2026 Q1 4/22/2026
MeadowBrook Investment Advisors LLC 2026 Q1 4/22/2026
MOTCO 2026 Q1 4/22/2026
Skylands Capital, LLC 2026 Q1 4/22/2026
Millburn Ridgefield LLC /DE/ 2026 Q1 4/22/2026
TVL Management Corp 2026 Q1 4/22/2026
MONTGOMERY INVESTMENT MANAGEMENT INC 2026 Q1 4/22/2026
GAGNON SECURITIES LLC 2026 Q1 4/22/2026
Towne Trust Company, N.A 2026 Q1 4/22/2026
NORRIS PERNE & FRENCH LLP/MI 2026 Q1 4/22/2026
CALEDONIA INVESTMENTS PLC 2026 Q1 4/22/2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 2026 Q1 4/22/2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI 2026 Q1 4/22/2026
MATRIX ASSET ADVISORS INC/NY 2026 Q1 4/22/2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2026 Q1 4/22/2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2026 Q1 4/22/2026
P.A.W. CAPITAL CORP 2026 Q1 4/21/2026
Olstein Capital Management, L.P. 2026 Q1 4/21/2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2026 Q1 4/21/2026
MOSELEY INVESTMENT MANAGEMENT INC 2026 Q1 4/21/2026
OLD SECOND NATIONAL BANK OF AURORA 2026 Q1 4/21/2026
GRACE & WHITE INC /NY 2026 Q1 4/21/2026
WESBANCO BANK INC 2026 Q1 4/21/2026
CHAPIN DAVIS, INC. 2026 Q1 4/21/2026
WASATCH ADVISORS LP 2026 Q1 4/21/2026
ASSET PLANNING SERVICES INC /LA/ /ADV 2026 Q1 4/21/2026
OLD NATIONAL BANCORP /IN/ 2026 Q1 4/21/2026
Madson Wealth Advisors Inc 2026 Q1 4/21/2026
Northern Lights Advisors, Inc. 2026 Q1 4/21/2026
Up Capital Management, Inc. 2026 Q1 4/21/2026
WMS Group LLC 2026 Q1 4/21/2026
S Harris Financial Group, LLC 2026 Q1 4/21/2026
Worthington Financial Partners, LLC 2026 Q1 4/21/2026
LAUREL OAK WEALTH MANAGEMENT, LLC 2026 Q1 4/21/2026
J.E. Simmons & Co., P.C. 2026 Q1 4/21/2026
GRANITE ISLANDS PRIVATE WEALTH, LLC 2026 Q1 4/21/2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2026 Q1 4/21/2026
Corecam AG 2026 Q1 4/21/2026
Shepherd Street Advisors LLC 2026 Q1 4/21/2026
Kane Co Wealth Management, Inc. 2026 Q1 4/21/2026
Artesa Financial Group, LLC 2026 Q1 4/21/2026