Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
WOLVERINE ASSET MANAGEMENT LLC 2026 Q1 5/4/2026
ADELL HARRIMAN & CARPENTER INC 2026 Q1 5/4/2026
PRINCIPAL FINANCIAL GROUP INC 2026 Q1 5/4/2026
STEGINSKY CAPITAL LLC 2026 Q1 5/4/2026
FIRST FOUNDATION ADVISORS 2026 Q1 5/4/2026
JLB & ASSOCIATES INC 2026 Q1 5/4/2026
BIRINYI ASSOCIATES INC 2026 Q1 5/4/2026
GARRISON BRADFORD & ASSOCIATES INC 2026 Q1 5/4/2026
MCDONALD CAPITAL INVESTORS INC/CA 2026 Q1 5/4/2026
CHECK CAPITAL MANAGEMENT INC/CA 2026 Q1 5/4/2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 2026 Q1 5/4/2026
ROBERTS GLORE & CO INC /IL/ 2026 Q1 5/4/2026
EMERALD ADVISERS, LLC 2026 Q1 5/4/2026
BRIDGES INVESTMENT MANAGEMENT INC 2026 Q1 5/4/2026
NORTHLAND SECURITIES, INC. 2026 Q1 5/4/2026
Avantax Planning Partners, Inc. 2026 Q1 5/4/2026
TORRAY INVESTMENT PARTNERS LLC 2026 Q1 5/1/2026
FINANCIAL COUNSELORS INC 2026 Q1 5/1/2026
YACKTMAN ASSET MANAGEMENT LP 2026 Q1 5/1/2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2026 Q1 5/1/2026
ROYAL LONDON ASSET MANAGEMENT LTD 2026 Q1 5/1/2026
BANYAN CAPITAL MANAGEMENT, INC. 2026 Q1 5/1/2026
ADVISORS MANAGEMENT GROUP INC /ADV 2026 Q1 5/1/2026
CAMPBELL CAPITAL MANAGEMENT INC 2026 Q1 5/1/2026
ASSOCIATED BANC-CORP 2026 Q1 5/1/2026
ACCOUNT MANAGEMENT LLC 2026 Q1 5/1/2026
CITIZENS FINANCIAL GROUP INC/RI 2026 Q1 5/1/2026
U S GLOBAL INVESTORS INC 2026 Q1 5/1/2026
GENERAL ELECTRIC CO 2026 Q1 5/1/2026
GENERAL AMERICAN INVESTORS CO INC 2026 Q1 5/1/2026
FIFTH THIRD BANCORP 2026 Q1 5/1/2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2026 Q1 5/1/2026
THRIVENT FINANCIAL FOR LUTHERANS 2026 Q1 5/1/2026
Capital Squared Financial LLC 2026 Q1 5/1/2026
46 Peaks LLC 2026 Q1 5/1/2026
Monetary Solutions, Ltd 2026 Q1 5/1/2026
Mueller Wealth, LLC 2026 Q1 5/1/2026
Premier Wealth Management W.L.L. 2026 Q1 5/1/2026
Platt Wealth Management LLC 2026 Q1 5/1/2026
Merrithew & Thorsten Inc 2026 Q1 5/1/2026
Strategic Wealth Advisors LLC 2026 Q1 5/1/2026
Kassira Wealth Management LLC 2026 Q1 5/1/2026
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 2026 Q1 5/1/2026
J. Derek Lewis & Associates Inc. 2026 Q1 5/1/2026
Midwest Trust Co 2026 Q1 5/1/2026
HFM Investment Advisors, LLC 2026 Q1 5/1/2026
Ball & Co Wealth Management Inc. 2026 Q1 5/1/2026
Vestment Financial LLC 2026 Q1 5/1/2026
Navigoe, LLC 2026 Q1 5/1/2026
Mountain Hill Investment Partners Corp. 2026 Q1 5/1/2026
Warburton Capital Management, LLC 2026 Q1 5/1/2026
SoundView Advisors Inc. 2026 Q1 5/1/2026
MOKAN Wealth Management Inc. 2026 Q1 5/1/2026
Sovran Advisors, LLC 2026 Q1 5/1/2026
Ring Mountain Capital, LLC 2026 Q1 5/1/2026
EQ WEALTH ADVISORS, LLC 2026 Q1 5/1/2026
Osprey Private Wealth LLC 2026 Q1 5/1/2026
Wingate Wealth Advisors, Inc. 2026 Q1 5/1/2026
Martel Wealth Advisors LLC 2026 Q1 5/1/2026
Compass Financial Services Inc 2026 Q1 5/1/2026
Luminvest Wealth Management LLC 2026 Q1 5/1/2026
Brightwater Advisory LLC 2026 Q1 5/1/2026
Persium Advisors, LLC 2026 Q1 5/1/2026
Concord Asset Management, LLC/VA 2026 Q1 5/1/2026
DIVERSIFY WEALTH MANAGEMENT, LLC 2026 Q1 5/1/2026
Strategic Financial Partners, Ltd. 2026 Q1 5/1/2026
Mowery & Schoenfeld Wealth Management, LLC 2026 Q1 5/1/2026
Glass Wealth Management Co LLC 2026 Q1 5/1/2026
Climber Capital SA 2026 Q1 5/1/2026
Farrow Financial, Inc. 2026 Q1 5/1/2026
Sachetta, LLC 2026 Q1 5/1/2026
Rakuten Securities, Inc. 2026 Q1 5/1/2026
One Degree Advisors Inc 2026 Q1 5/1/2026
Keener Financial Planning LLC 2026 Q1 5/1/2026
Quantum Portfolio Management LLC 2026 Q1 - RESTATEMENT 5/1/2026
FINANCIAL ADVISORY PARTNERS, LLC 2026 Q1 5/1/2026
Avid Wealth Partners LLC 2026 Q1 5/1/2026
New Republic Capital, LLC 2026 Q1 5/1/2026
Slagle Financial, LLC 2026 Q1 5/1/2026
MilWealth Group LLC 2026 Q1 5/1/2026
Financial Alternatives, Inc 2026 Q1 5/1/2026
TSA Wealth Managment LLC 2026 Q1 5/1/2026
Trifecta Capital Advisors, LLC 2026 Q1 5/1/2026
Strategic Investment Solutions, Inc. /IL 2026 Q1 5/1/2026
Lodestone Wealth Management LLC 2026 Q1 5/1/2026
Lodestone Wealth Management LLC 2026 Q1 - RESTATEMENT 5/1/2026
Citizens Business Bank 2026 Q1 5/1/2026
Global Assets Advisory, LLC 2026 Q1 5/1/2026
Signature Resources Capital Management, LLC 2026 Q1 5/1/2026
CASTLE WEALTH MANAGEMENT LLC 2026 Q1 5/1/2026
Seaside Wealth Management, Inc. 2026 Q1 5/1/2026
Kraft, Davis & Associates, LLC 2026 Q1 5/1/2026
Clientfirst Wealth Management, LLC 2026 Q1 5/1/2026
Lakeside Advisors, INC. 2026 Q1 5/1/2026
Granite Bay Wealth Management, LLC 2026 Q1 5/1/2026
BCR Wealth Strategies, LLC 2026 Q1 5/1/2026
MILLER WEALTH ADVISORS, LLC 2026 Q1 5/1/2026
JMAC ENTERPRISES LLC 2026 Q1 5/1/2026
Financial Connections Group, Inc. 2026 Q1 5/1/2026
Evolution Advisers, Inc. 2026 Q1 5/1/2026