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Latest 13F Filings

Date13F FilerSize ($ in 1000's)
4/27Weatherly Asset Management L. P.$1,033,920
4/27Riverwater Partners LLC$136,021
4/27Maple Brown Abbott Ltd$974,004
4/26Equitec Proprietary Markets LLC$168,355
4/26JNBA Financial Advisors$952,170
4/26Renaissance Group LLC$2,644,886
4/26Northwest Bancshares Inc.$633,747
4/26Crestone Asset Management LLC$497,127
4/26Bellevue Asset Management LLC$176,157
4/26StrongBox Wealth LLC$176,765
4/26Zoom Video Communications Inc.$24,040
4/26Altos Ventures Management Inc.$1,684,566
4/26Riverbridge Partners LLC$8,195,999
4/26GUNN & Co INVESTMENT MANAGEMENT INC.$133,008
4/26Prestige Wealth Management Group LLC$464,202
4/26Trevian Wealth Management LLC$146,688
4/26Highview Capital Management LLC DE $222,336
4/26Arcataur Capital Management LLC$278,323
4/26Rocky Mountain Advisers LLC$315,459
4/26Cottonwood Capital Advisors LLC$126,915
4/26LifeSteps Financial Inc.$132,520
4/26MBA Advisors LLC$193,402
4/26Quarry Hill Advisors LLC$135,918
4/26Narwhal Capital Management$1,021,132
4/26Advisors Management Group Inc. ADV$402,803
4/26RCS Financial Planning LLC$162,493
4/26Peregrine Capital Management LLC$3,489,010
4/26ZWJ Investment Counsel Inc.$2,196,262
4/26SlateStone Wealth LLC$995,871
4/26YHB Investment Advisors Inc.$1,154,170
4/26Horizon Financial Services LLC$155,772
4/26Farmers & Merchants Trust Co of Chambersburg PA$243,833
4/26Augustine Asset Management Inc.$239,797
4/26Schmidt P J Investment Management Inc.$530,054
4/26Yousif Capital Management LLC$9,019,646
4/26Ashford Advisors LLC$396,289
4/26Prairiewood Capital LLC$213,136
4/26Carlton Hofferkamp & Jenks Wealth Management LLC$238,101
4/26UMB Bank n.a.$6,314,268
4/26Acorn Wealth Advisors LLC$191,589
4/26Conestoga Capital Advisors LLC$6,917,064
4/26Pavion Blue Capital LLC$202,151
4/26Planned Solutions Inc.$203,836
4/26BLB&B Advisors LLC$1,773,364
4/26McGuire Investment Group LLC$684,620
4/26Harrington Investments INC$174,776
4/26Triasima Portfolio Management inc.$1,189,950
4/26Plan Group Financial LLC$152,296
4/26Aspen Investment Management Inc$196,899
4/26Securian Asset Management Inc.$3,409,674
4/26Sterling Investment Counsel LLC$216,525
4/26Trueblood Wealth Management LLC$174,639
4/26Pinnacle Associates Ltd.$6,340,318
4/26DORVAL Corp$216,049
4/26BayBridge Capital Group LLC$114,909
4/26McCollum Christoferson Group LLC$345,758
4/26Austin Asset Management Co Inc$455,102
4/26Capital Performance Advisors LLP$261,594
4/26Members Advisory Group LLC$176,469
4/26Salzhauer Michael$129,728
4/26K.J. Harrison & Partners Inc$646,520
4/26Caas Capital Management LP$1,362,518
4/26Signature Wealth Management Partners LLC$122,876
4/26Foster Victor Wealth Advisors LLC$1,096,528
4/26Finer Wealth Management Inc.$152,279
4/26Fonville Wealth Management LLC$225,724
4/26Conning Inc.$3,051,052
4/26Treasure Coast Financial Planning$152,934
4/26NORTHSTAR ASSET MANAGEMENT Co LLC$405,728
4/26Nadler Financial Group Inc.$811,141
4/26Skorpios Trust$195,150
4/26Sib LLC$212,175
4/26Millburn Ridgefield Corp$3,611,290
4/26Hourglass Capital LLC$331,860
4/26Phoenix Wealth Advisors$164,167
4/26Vigilare Wealth Management$202,883
4/26Glass Jacobson Investment Advisors llc$266,255
4/26Kellett Wealth Advisors LLC$144,424
4/26Guardian Financial Partners LLC$145,868
4/26Tenon Financial LLC$118,469
4/26Quantum Financial Advisors LLC$568,979
4/26Clear Creek Financial Management LLC$781,311
4/26Guardian Investment Management$130,904
4/26SFG Wealth Management LLC.$168,442
4/26Bond & Devick Financial Network Inc.$184,396
4/26Mitchell & Pahl Private Wealth LLC$190,427
4/26McKinley Carter Wealth Services Inc.$1,496,182
4/26Guild Investment Management Inc.$78,243
4/26Sage Rhino Capital LLC$423,772
4/26Sage Advisory Services Ltd.Co.$366,269
4/26Barton Investment Management$824,214
4/26Polunin Capital Partners Ltd$657,397
4/26Value Aligned Research Advisors LLC$506,987
4/26First National Trust Co$2,462,856
4/26Deroy & Devereaux Private Investment Counsel Inc.$1,637,273
4/26Opus Capital Group LLC$684,787
4/26Coastline Trust Co$827,498
4/26Artemis Wealth Advisors LLC$990,037
4/26Dougherty Wealth Advisers LLC$113,017
4/26Russia Partners Management LLC$119,121

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