Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Matson Money. Inc. 2026 Q1 4/27/2026
Kelman-Lazarov, Inc. 2026 Q1 4/27/2026
Whitegate Investment Counselors, Inc. 2026 Q1 4/27/2026
Canal Capital Management, LLC 2026 Q1 4/27/2026
NorthLanding Financial Partners, LLC 2026 Q1 4/27/2026
World Investment Advisors 2026 Q1 4/27/2026
Eliot Finkel Investment Counsel, LLC 2026 Q1 4/27/2026
RWC ASSET ADVISORS (US) LLC 2026 Q1 4/27/2026
Koshinski Asset Management, Inc. 2026 Q1 4/27/2026
NIXON PEABODY TRUST CO 2026 Q1 4/27/2026
PLIMOTH TRUST CO LLC 2026 Q1 4/27/2026
One River Asset Management, LLC 2026 Q1 4/27/2026
Wealthstar Advisors, LLC 2026 Q1 4/27/2026
Silver Lake Advisory, LLC 2026 Q1 4/27/2026
IRON Financial LLC 2026 Q1 4/27/2026
BIP Wealth, LLC 2026 Q1 4/27/2026
TCI Wealth Advisors, Inc. 2026 Q1 4/27/2026
Chicago Capital Management, LLC 2026 Q1 4/27/2026
F&V Capital Management, LLC 2026 Q1 4/27/2026
Private Advisor Group, LLC 2026 Q1 4/27/2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2026 Q1 4/27/2026
Oxbow Advisors, LLC 2026 Q1 4/27/2026
Pachira Investments Inc. 2026 Q1 4/27/2026
TD PRIVATE CLIENT WEALTH LLC 2026 Q1 4/27/2026
Smith & Howard Wealth Management, LLC 2026 Q1 4/27/2026
Hendershot Investments Inc. 2026 Q1 4/27/2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 2026 Q1 4/27/2026
HEFFERNAN ADVISORY, INC 2026 Q1 4/27/2026
Leonteq Securities AG 2026 Q1 4/27/2026
Glencore plc 2026 Q1 4/27/2026
RWC Asset Management LLP 2026 Q1 4/27/2026
Lesa Sroufe & Co 2026 Q1 4/27/2026
Courage Miller Partners, LLC 2026 Q1 4/27/2026
Bronte Capital Management Pty Ltd. 2026 Q1 4/27/2026
B. Riley Wealth Advisors, Inc. 2026 Q1 4/27/2026
Reynders McVeigh Capital Management, LLC 2026 Q1 4/27/2026
HS Management Partners, LLC 2026 Q1 4/27/2026
Adams Asset Advisors, LLC 2026 Q1 4/27/2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2026 Q1 4/27/2026
First Dallas Securities Inc. 2026 Q1 4/27/2026
ProShare Advisors LLC 2026 Q1 4/27/2026
Polaris Capital Management, LLC 2026 Q1 4/27/2026
Lafayette Investments, Inc. 2026 Q1 4/27/2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2026 Q1 4/27/2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2026 Q1 4/27/2026
WBH ADVISORY INC 2026 Q1 4/27/2026
CUMBERLAND ADVISORS INC 2026 Q1 4/27/2026
GREENLEAF TRUST 2026 Q1 4/27/2026
PROVIDENT TRUST CO 2026 Q1 4/27/2026
PROFUND ADVISORS LLC 2026 Q1 4/27/2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2026 Q1 4/27/2026
FULTON BREAKEFIELD BROENNIMAN LLC 2026 Q1 4/27/2026
BONNESS ENTERPRISES INC 2026 Q1 - RESTATEMENT 4/27/2026
Nationwide Fund Advisors 2026 Q1 4/27/2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV 2026 Q1 4/27/2026
ALBION FINANCIAL GROUP /UT 2026 Q1 4/27/2026
KEATING INVESTMENT COUNSELORS INC 2026 Q1 4/27/2026
CABOT WEALTH MANAGEMENT INC 2026 Q1 4/27/2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2026 Q1 4/27/2026
Equinox Partners Investment Management LLC 2026 Q1 4/24/2026
HERITAGE INVESTORS MANAGEMENT CORP 2026 Q1 4/24/2026
PEOPLES BANK /OH 2026 Q1 4/24/2026
PERRYMAN FINANCIAL ADVISORY INC /AD 2026 Q1 4/24/2026
FULTON BANK, N.A. 2026 Q1 4/24/2026
ZWJ INVESTMENT COUNSEL INC 2026 Q1 4/24/2026
OPPENHEIMER & CO INC 2026 Q1 4/24/2026
STRS OHIO 2026 Q1 4/24/2026
JAMES INVESTMENT RESEARCH, INC. 2026 Q1 4/24/2026
STOCK YARDS BANK & TRUST CO 2026 Q1 4/24/2026
MEANS INVESTMENT CO., INC. 2026 Q1 4/24/2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 2026 Q1 4/24/2026
Investment Management Trust, LLC 2026 Q1 4/24/2026
Medallion Wealth Advisors, LLC 2026 Q1 4/24/2026
Medallion Wealth Advisors, LLC 2025 Q4 4/24/2026
Medallion Wealth Advisors, LLC 2025 Q3 4/24/2026
Medallion Wealth Advisors, LLC 2025 Q2 4/24/2026
Medallion Wealth Advisors, LLC 2025 Q1 4/24/2026
Medallion Wealth Advisors, LLC 2024 Q4 4/24/2026
Merited Wealth, LLC 2026 Q1 4/24/2026
Center for Wealth Management Advisory 2026 Q1 4/24/2026
Wealth Care LLC 2026 Q1 4/24/2026
Vertrix Wealth Management, LLC 2026 Q1 4/24/2026
PURSUIT WEALTH STRATEGIES, LLC 2025 Q4 4/24/2026
EJMK Ventures LLC 2026 Q1 4/24/2026
DiPaolo Financial Group, Inc. 2026 Q1 4/24/2026
Livet Wealth, LLC 2026 Q1 4/24/2026
URS Advisory LLC 2026 Q1 4/24/2026
TSG Advice Partners, LLC 2026 Q1 4/24/2026
Reality Financial Planning Services, LLC 2026 Q1 4/24/2026
BAYBAN 2026 Q1 4/24/2026
Petersen Hastings Wealth Advisors Inc. 2026 Q1 4/24/2026
Vistica Wealth Advisors, LLC 2026 Q1 4/24/2026
DB&C Advisors, LLC 2026 Q1 4/24/2026
Jones Kertz & Associates, Inc. 2026 Q1 4/24/2026
Greenfield Seitz Capital Management, LLC 2026 Q1 4/24/2026
PW ADVISORS, LLC \ FL 2026 Q1 4/24/2026
Mann Financial Group, Inc. 2026 Q1 4/24/2026
Cane Capital Partners, LLC 2026 Q1 4/24/2026
ProCore Advisors, LLC 2026 Q1 4/24/2026
Kropog Financial Group, LLC 2026 Q1 4/24/2026