Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Prospect Financial Group LLC 2026 Q1 5/6/2026
Wall Street Financial Group, Inc. 2026 Q1 5/6/2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2026 Q1 5/6/2026
BOCHK Asset Management Ltd 2026 Q1 5/6/2026
BARTLETT & CO. WEALTH MANAGEMENT LLC 2026 Q1 5/6/2026
KITCHING PARTNERS, LLC 2026 Q1 5/6/2026
Shared Vision Wealth Group LLC 2026 Q1 5/6/2026
Tyche Wealth Partners LLC 2026 Q1 5/6/2026
Brummer Multi-Strategy AB 2026 Q1 5/6/2026
WIT Partners Advisory Pte. Ltd. 2026 Q1 5/6/2026
Annis Gardner Whiting Capital Advisors, LLC 2026 Q1 5/6/2026
Financiere des Professionnels - Fonds d'investissement inc. 2026 Q1 5/6/2026
Centennial Bank/AR/ 2026 Q1 5/6/2026
Value Base Ltd. 2026 Q1 5/6/2026
Premier Financial Group 2026 Q1 5/6/2026
Sparta 24 Ltd. 2026 Q1 5/6/2026
Heritage Wealth Management, Inc./Texas 2026 Q1 5/6/2026
Broyhill Asset Management, LLC 2026 Q1 5/6/2026
Main Street Group, LTD 2026 Q1 5/6/2026
Graphene Investments SAS 2026 Q1 5/6/2026
Atlas Wealth LLC 2026 Q1 5/6/2026
FIDELIS CAPITAL PARTNERS, LLC 2026 Q1 5/6/2026
Templeton & Phillips Capital Management, LLC 2026 Q1 5/6/2026
Gallacher Capital Management LLC 2026 Q1 5/6/2026
Cedar Point Capital Partners, LLC 2026 Q1 5/6/2026
Patrick Mauro Investment Advisor, INC. 2026 Q1 5/6/2026
Dunhill Financial, LLC 2026 Q1 5/6/2026
DecisionPoint Financial, LLC 2026 Q1 5/6/2026
Ritter Daniher Financial Advisory LLC / DE 2026 Q1 5/6/2026
ANGELES WEALTH MANAGEMENT, LLC 2026 Q1 5/6/2026
Gray Private Wealth, LLC 2026 Q1 5/6/2026
Brown Shipley& Co Ltd 2026 Q1 5/6/2026
Future Fund LLC 2026 Q1 5/6/2026
Meixler Investment Management, Ltd. 2026 Q1 5/6/2026
Saber Capital Managment, LLC 2026 Q1 5/6/2026
Drystone LLC 2026 Q1 5/6/2026
Paradigm Capital Management, LLC/NV 2026 Q1 5/6/2026
Frontier Asset Management, LLC 2026 Q1 5/6/2026
SEVEN GRAND MANAGERS, LLC 2026 Q1 5/6/2026
AIRE ADVISORS, LLC 2026 Q1 5/6/2026
ECLIPSE OPERATIONS, LLC 2026 Q1 5/6/2026
FSA Advisors, Inc. 2026 Q1 5/6/2026
Morling Financial Advisors, LLC 2026 Q1 5/6/2026
Private Wealth Asset Management, LLC 2026 Q1 5/6/2026
SK Wealth Management, LLC 2026 Q1 5/6/2026
WealthTrust Asset Management, LLC 2026 Q1 5/6/2026
Heartland Bank & Trust Co 2026 Q1 5/6/2026
Keystone Financial Services 2026 Q1 5/6/2026
CEERA INVESTMENTS, LLC 2026 Q1 5/6/2026
Revere Asset Management, Inc 2026 Q1 5/6/2026
Sterling Financial Planning, Inc. 2026 Q1 5/6/2026
Precision Wealth Strategies, LLC 2026 Q1 5/6/2026
B&I Capital AG 2026 Q1 5/6/2026
Tandem Wealth Advisors LLC 2026 Q1 5/6/2026
M. Kulyk & Associates, LLC 2026 Q1 5/6/2026
Kesler, Norman & Wride, LLC 2026 Q1 5/6/2026
Prospect Hill Management, LLC 2026 Q1 5/6/2026
Windward Private Wealth Management Inc. 2026 Q1 5/6/2026
Audent Global Asset Management, LLC 2026 Q1 5/6/2026
MTM Investment Management, LLC 2026 Q1 5/6/2026
Windmill Hill Asset Management Ltd 2026 Q1 5/6/2026
High Ground Investment Management LLP 2026 Q1 5/6/2026
True Wind Capital Management, L.P. 2026 Q1 5/6/2026
Cornerstone Planning Group LLC 2026 Q1 5/6/2026
Mechanics Financial Corp 2026 Q1 5/6/2026
PACES FERRY WEALTH ADVISORS, LLC 2026 Q1 5/6/2026
NovaPoint Capital, LLC 2026 Q1 5/6/2026
Rothschild Wealth LLC 2026 Q1 5/6/2026
Anthracite Investment Company, Inc. 2026 Q1 5/6/2026
Drummond Knight Asset Management Pty Ltd 2026 Q1 5/6/2026
Trust Co of Kansas 2026 Q1 5/6/2026
HighMark Wealth Management LLC 2026 Q1 5/6/2026
Great Lakes Retirement, Inc. 2026 Q1 5/6/2026
AXS Investments LLC 2026 Q1 5/6/2026
Laidlaw Wealth Management LLC 2026 Q1 5/6/2026
Avalon Trust Co 2026 Q1 5/6/2026
Euro Pacific Asset Management, LLC 2026 Q1 5/6/2026
FountainVest China Capital Partners GP3 Ltd. 2026 Q1 5/6/2026
Ranch Capital Advisors Inc. 2026 Q1 5/6/2026
Pavion Blue Capital, LLC 2026 Q1 5/6/2026
Sound View Wealth Advisors Group, LLC 2026 Q1 5/6/2026
Spectrum Wealth Advisory Group, LLC 2026 Q1 5/6/2026
Zhang Financial LLC 2026 Q1 5/6/2026
Roubaix Capital, LLC 2026 Q1 5/6/2026
Munro Partners 2026 Q1 5/6/2026
O'Brien Greene & Co. Inc 2026 Q1 5/6/2026
EQ LLC 2026 Q1 5/6/2026
TenCore Partners, LP 2026 Q1 5/6/2026
Brio Consultants, LLC 2026 Q1 5/6/2026
Galileo (PTC) Ltd 2026 Q1 5/6/2026
CNB Bank 2026 Q1 5/6/2026
Gryphon Financial Partners LLC 2026 Q1 5/6/2026
Quadrant Private Wealth Management, LLC 2026 Q1 5/6/2026
WoodTrust Financial Corp 2026 Q1 5/6/2026
GS Investments, Inc. 2026 Q1 5/6/2026
Crescent Grove Advisors, LLC 2026 Q1 5/6/2026
Once Capital Management, LLC 2026 Q1 5/6/2026
Clearstead Trust, LLC 2026 Q1 5/6/2026
Arjuna Capital 2026 Q1 5/6/2026
Meridian Wealth Management, LLC 2026 Q1 5/6/2026