Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
CUTLER INVESTMENT COUNSEL LLC 2026 Q1 5/7/2026
CANTILLON CAPITAL MANAGEMENT LLC 2026 Q1 5/7/2026
FIRST NATIONAL TRUST CO 2026 Q1 5/7/2026
WILKINS INVESTMENT COUNSEL INC 2026 Q1 5/7/2026
TAIYO LIFE INSURANCE CO 2026 Q1 5/7/2026
DIAMOND HILL CAPITAL MANAGEMENT INC 2026 Q1 5/7/2026
Groupe Bruxelles Lambert 2026 Q1 5/7/2026
HAHN CAPITAL MANAGEMENT LLC 2026 Q1 5/7/2026
MASON STREET ADVISORS, LLC 2026 Q1 5/7/2026
STEEL GROVE CAPITAL ADVISORS, LLC 2026 Q1 5/7/2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 2026 Q1 5/7/2026
HOLLENCREST CAPITAL MANAGEMENT 2026 Q1 5/7/2026
Penn Capital Management Company, LLC 2026 Q1 5/7/2026
RATIONAL ADVISORS, INC. 2026 Q1 5/7/2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2026 Q1 5/7/2026
PRENTISS SMITH & CO INC 2026 Q1 5/7/2026
SEIZERT CAPITAL PARTNERS, LLC 2026 Q1 5/7/2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 2026 Q1 5/7/2026
Sanofi 2026 Q1 5/7/2026
SENTINEL TRUST CO LBA 2026 Q1 5/7/2026
HARBOR ADVISORY CORP /MA/ 2026 Q1 5/7/2026
ADVENT CAPITAL MANAGEMENT /DE/ 2026 Q1 5/7/2026
CHESAPEAKE CAPITAL CORP /IL/ 2026 Q1 5/7/2026
WULFF, HANSEN & CO. 2026 Q1 5/7/2026
GREENWOOD GEARHART LLC 2026 Q1 5/7/2026
S&CO INC 2026 Q1 5/7/2026
VAN STRUM & TOWNE INC. 2026 Q1 5/7/2026
BRUNI J V & CO /CO 2026 Q1 5/7/2026
WCM INVESTMENT MANAGEMENT, LLC 2026 Q1 5/7/2026
DILLON & ASSOCIATES INC 2026 Q1 5/7/2026
PUZO MICHAEL J 2026 Q1 5/7/2026
WELCH CAPITAL PARTNERS LLC/NY 2026 Q1 5/7/2026
DAVIS SELECTED ADVISERS 2026 Q1 5/7/2026
FINANCIAL DISCOVERY GROUP INC 2026 Q1 5/7/2026
Pekin Hardy Strauss, Inc. 2026 Q1 5/7/2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2026 Q1 5/7/2026
AGF MANAGEMENT LTD 2026 Q1 5/7/2026
CLARK FINANCIAL SERVICES GROUP INC /BD 2026 Q1 5/7/2026
DEUTSCHE BANK AG\ 2026 Q1 5/6/2026
HEARTLAND ADVISORS INC 2026 Q1 5/6/2026
VALLEY WEALTH MANAGERS, INC. 2026 Q1 5/6/2026
JOHN G ULLMAN & ASSOCIATES INC 2026 Q1 5/6/2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2026 Q1 5/6/2026
AMERICAN FINANCIAL & TAX STRATEGIES INC 2026 Q1 5/6/2026
WASHINGTON UNIVERSITY 2026 Q1 5/6/2026
BARINGS LLC 2026 Q1 5/6/2026
WORLD EQUITY GROUP, INC. 2026 Q1 5/6/2026
AMICA MUTUAL INSURANCE CO 2026 Q1 5/6/2026
Clearstead Advisors, LLC 2026 Q1 5/6/2026
NEW YORK STATE COMMON RETIREMENT FUND 2026 Q1 5/6/2026
Tweedy, Browne Co LLC 2026 Q1 5/6/2026
GERMAN AMERICAN BANCORP, INC. 2026 Q1 5/6/2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2026 Q1 5/6/2026
Renesas Electronics America Inc. 2026 Q1 5/6/2026
CALDWELL SUTTER CAPITAL, INC. 2026 Q1 5/6/2026
JENNISON ASSOCIATES LLC 2026 Q1 5/6/2026
AFLAC INC 2026 Q1 5/6/2026
Gerald Baker Financial Group LLC 2026 Q1 - RESTATEMENT 5/6/2026
My Portfolio Guide, LLC 2026 Q1 5/6/2026
McAlvany Wealth Management LLC 2026 Q1 - RESTATEMENT 5/6/2026
TCFG Investment Advisors, LLC 2026 Q1 5/6/2026
Intentional Wealth Strategies, LLC 2026 Q1 5/6/2026
Forty-three Eighteen Advisors, LLC 2026 Q1 5/6/2026
ADVISORTRUST PARTNERS, LLC 2026 Q1 5/6/2026
PeakShares LLC 2026 Q1 5/6/2026
Bauman Advisory Group, LLC 2026 Q1 5/6/2026
71 West Capital Partners 2026 Q1 5/6/2026
Legacy Wealth Advisors, LLC 2026 Q1 5/6/2026
Sun Group Wealth Partners 2026 Q1 5/6/2026
Storgate, LLC 2026 Q1 5/6/2026
Trailhead Planners LLC 2026 Q1 5/6/2026
Three Arch Wealth Management LLC 2026 Q1 5/6/2026
TopTier Wealth Management, LLC 2026 Q1 5/6/2026
Sherry Group, Inc. 2026 Q1 5/6/2026
Eurizon SLJ Capital Ltd 2026 Q1 5/6/2026
Finhabits Advisors LLC 2026 Q1 5/6/2026
Juno Financial Group LLC 2026 Q1 5/6/2026
HughesLittle Investment Management Ltd. 2026 Q1 5/6/2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2026 Q1 5/6/2026
GatePass Capital, LLC 2026 Q1 5/6/2026
Alpha Zero LLC 2025 Q4 5/6/2026
Sullivan Wood Capital Management LLC 2026 Q1 5/6/2026
Spartan Wealth Advisory Services LLC 2026 Q1 5/6/2026
Aventura Private Wealth, LLC 2026 Q1 5/6/2026
ANB BANK 2026 Q1 5/6/2026
Patriot Financial Partners GP II, L.P. 2026 Q1 5/6/2026
Kingstone Capital Partners Texas, LLC 2026 Q1 5/6/2026
Cornerstone Financial Group, LLC /NE/ 2026 Q1 5/6/2026
May Hill Capital, LLC 2026 Q1 5/6/2026
Alteri Wealth LLC 2026 Q1 5/6/2026
Astra Wealth Partners LLC 2026 Q1 5/6/2026
Fiscal Wisdom Wealth Management, LLC 2026 Q1 5/6/2026
POSTROCK PARTNERS LLC 2026 Q1 5/6/2026
BENNINGFIELD FINANCIAL ADVISORS, LLC 2026 Q1 5/6/2026
Berbice Capital Management LLC 2026 Q1 5/6/2026
VSM Wealth Advisory, LLC 2026 Q1 5/6/2026
Aspetuck Financial Management LLC 2026 Q1 5/6/2026
Mercuria Capital Strategies, LLC 2026 Q1 5/6/2026
Elyxium Wealth, LLC 2026 Q1 5/6/2026
Kiker Wealth Management, LLC 2026 Q1 5/6/2026