Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
REXFORD CAPITAL INC 2026 Q1 4/24/2026
Old Peak Finance LLC 2026 Q1 4/24/2026
BLVD Private Wealth, LLC 2026 Q1 4/24/2026
Q Fund Management (Hong Kong) Ltd 2026 Q1 4/24/2026
LETSON INVESTMENT MANAGEMENT, INC. 2026 Q1 4/24/2026
rebel Financial LLC 2026 Q1 4/24/2026
DeLarme Wealth Management, Inc. 2026 Q1 4/24/2026
Fortitude Financial, LLC 2026 Q1 4/24/2026
CIBRA Capital Ltd 2026 Q1 4/24/2026
Seek First Inc. 2026 Q1 4/24/2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2026 Q1 4/24/2026
Bestgate Wealth Advisors, LLC 2026 Q1 4/24/2026
Sage Investment Counsel LLC 2026 Q1 4/24/2026
PARTNERS WEALTH MANAGEMENT, LLC 2026 Q1 4/24/2026
Alexis Investment Partners, LLC 2026 Q1 4/24/2026
CRUX WEALTH ADVISORS 2026 Q1 4/24/2026
Michels Family Financial, LLC 2026 Q1 4/24/2026
Financial Life Planners 2026 Q1 4/24/2026
Axis Wealth Partners, LLC 2026 Q1 4/24/2026
Berkeley, Inc 2026 Q1 4/24/2026
Raiffeisen Bank International AG 2026 Q1 4/24/2026
Orca Wealth Management, LLC 2026 Q1 4/24/2026
VERUS WEALTH MANAGEMENT, LLC 2026 Q1 4/24/2026
Prosperity Advisers, LLC 2026 Q1 4/24/2026
AUCTUS ADVISORS LLC 2026 Q1 4/24/2026
FORONJY FINANCIAL LLC 2026 Q1 4/24/2026
Goldstone Financial Group, LLC 2026 Q1 4/24/2026
HERITAGE OAK WEALTH ADVISORS LLC 2026 Q1 4/24/2026
Blue Capital, Inc. 2026 Q1 4/24/2026
Squire Investment Management Company, LLC 2026 Q1 4/24/2026
Mills Wealth Advisors LLC 2026 Q1 4/24/2026
Lynx Investment Advisory 2026 Q1 4/24/2026
Midwest Capital Advisors, LLC 2026 Q1 4/24/2026
Greater Midwest Financial Group, LLC 2026 Q1 4/24/2026
TWIN CITY PRIVATE WEALTH, LLC 2026 Q1 4/24/2026
Embree Financial Group 2026 Q1 4/24/2026
WHI TRUST Co LLC 2026 Q1 4/24/2026
Prospect Financial Services LLC 2026 Q1 4/24/2026
SECURED RETIREMENT ADVISORS, LLC 2026 Q1 4/24/2026
Able Wealth Management LLC 2026 Q1 4/24/2026
SEAMOUNT FINANCIAL GROUP INC 2026 Q1 4/24/2026
Cyr Financial Inc. 2026 Q1 4/24/2026
Northwest Financial Advisors 2026 Q1 4/24/2026
TRUE BLUE FINANCIAL, LLC 2026 Q1 4/24/2026
Gilliland Jeter Wealth Management LLC 2026 Q1 4/24/2026
NavPoint Financial, Inc. 2026 Q1 4/24/2026
Crown Oak Advisors, LLC 2026 Q1 4/24/2026
LB Partners LLC 2026 Q1 4/24/2026
FLOYD FINANCIAL GROUP LLC 2026 Q1 4/24/2026
Petros Family Wealth, LLC 2026 Q1 4/24/2026
United Community Bank 2026 Q1 4/24/2026
SYNTAX RESEARCH, INC. 2026 Q1 4/24/2026
CAPSTONE CAPITAL LLC 2026 Q1 4/24/2026
KPP Advisory Services LLC 2026 Q1 4/24/2026
LAZARI CAPITAL MANAGEMENT, INC. 2026 Q1 4/24/2026
Abacus Wealth Partners, LLC 2026 Q1 4/24/2026
Root Financial Partners, LLC 2026 Q1 4/24/2026
STEVENS CAPITAL PARTNERS 2026 Q1 4/24/2026
Semus Wealth Partners LLC 2026 Q1 4/24/2026
Redwood Wealth Management Group, LLC 2026 Q1 4/24/2026
RIA Advisory Group LLC 2026 Q1 4/24/2026
Triasima Portfolio Management inc. 2026 Q1 4/24/2026
Walker Asset Management, LLC 2026 Q1 4/24/2026
Alley Investment Management Company, LLC 2026 Q1 4/24/2026
BetterWealth, LLC 2026 Q1 4/24/2026
Elevate Capital Advisors, LLC 2026 Q1 4/24/2026
Stegent Equity Advisors, Inc. 2026 Q1 4/24/2026
BARNES PETTEY FINANCIAL ADVISORS, LLC 2026 Q1 4/24/2026
Phraction Management LLC 2026 Q1 4/24/2026
BAYSHORE ASSET MANAGEMENT, LLC 2026 Q1 4/24/2026
Lynch Asset Management, Inc. 2026 Q1 4/24/2026
Eagle Bluffs Wealth Management LLC 2026 Q1 4/24/2026
KEB ASSET MANAGEMENT, LLC 2026 Q1 4/24/2026
Capricorn Fund Managers Ltd 2026 Q1 4/24/2026
Family Investment Center, Inc. 2026 Q1 4/24/2026
Whelan Financial 2026 Q1 4/24/2026
FRG Family Wealth Advisors LLC 2026 Q1 4/24/2026
Essex LLC 2026 Q1 4/24/2026
Innova Wealth Partners 2026 Q1 4/24/2026
ENZI WEALTH 2026 Q1 4/24/2026
Carmel Capital Management L.L.C. 2026 Q1 4/24/2026
Eagle Bay Advisors LLC 2026 Q1 4/24/2026
Marathon Asset Management Ltd 2026 Q1 4/24/2026
YOUSIF CAPITAL MANAGEMENT, LLC 2026 Q1 4/24/2026
CFC Planning Co LLC 2026 Q1 4/24/2026
Canaan Partners XI LLC 2026 Q1 4/24/2026
Williams Financial, LLC 2026 Q1 4/24/2026
SummerHaven Investment Management, LLC 2026 Q1 4/24/2026
WOODWARD DIVERSIFIED CAPITAL, LLC 2026 Q1 4/24/2026
Interchange Capital Partners, LLC 2026 Q1 4/24/2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 2026 Q1 4/24/2026
Greystone Financial Group, LLC 2026 Q1 4/24/2026
Cassia Capital Partners, LLC 2026 Q1 4/24/2026
TKG Advisors, LLC 2026 Q1 4/24/2026
Newton One Investments LLC 2026 Q1 4/24/2026
Flagship Private Wealth, LLC 2026 Q1 4/24/2026
WD RUTHERFORD LLC 2026 Q1 4/24/2026
4Thought Financial Group Inc. 2026 Q1 4/24/2026
SWMG, LLC 2026 Q1 4/24/2026
MITCHELL & PAHL PRIVATE WEALTH, LLC 2026 Q1 4/24/2026