Latest Mutual Fund Holding Filings

CIK Name
0001965362 GREY FOX WEALTH ADVISORS, LLC
0001252007 GRAYBILL WEALTH MANAGEMENT, LTD.
0001799964 FIRESTONE CAPITAL MANAGEMENT
0001912202 LEO WEALTH, LLC
0001922884 BKA WEALTH CONSULTING, INC.
0001673995 LA FINANCIERE DE L'ECHIQUIER
0001853635 AMPFIELD MANAGEMENT, L.P.
0001664741 BROWN UNIVERSITY
0001989941 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
0001062938 CORNERCAP INVESTMENT COUNSEL INC
0001071039 BRIGHTHOUSE INVESTMENT ADVISERS, LLC
0001730815 POEHLING CAPITAL MANAGEMENT, INC.
0001053292 DROMS STRAUSS ADVISORS INC /MO/ /ADV
0000857855 UNITED COMMUNITY BANKS INC
0000857855 UNITED COMMUNITY BANKS INC
0001976780 INVERA WEALTH ADVISORS, LLC
0001727336 FIRST COMMAND ADVISORY SERVICES, INC.
0001269094 FOLKETRYGDFONDET
0002000314 UNITED COMMUNITY BANK
0001845635 SAGE PRIVATE WEALTH GROUP, LLC
0001931465 ESG PLANNING
0001568303 WEST FAMILY INVESTMENTS, INC.
0001794153 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
0001263548 WHITTIER TRUST CO OF NEVADA INC
0001137881 WHITTIER TRUST CO
0001962465 MELFA WEALTH MANAGEMENT, LLC
0001600216 HONGKONG & SHANGHAI BANKING CORP LTD / ASP
0001140601 MFS INVESTMENT MANAGEMENT CANADA LTD
0001442898 MFS INVESTMENT MANAGEMENT CO (LUX) S.A.R.L.
0001443066 MFS INSTITUTIONAL ADVISORS, INC.
0001581449 HSBC TRINKAUS & BURKHARDT AG, GERMANY
0001694966 MFS INTERNATIONAL AUSTRALIA PTY LTD
0001443067 MFS HERITAGE TRUST CO
0001604671 MFS INTERNATIONAL SINGAPORE PTE. LTD.
0001442854 MFS INTERNATIONAL (U.K.) LTD.
0001442857 MFS INVESTMENT MANAGEMENT K.K.
0000912938 MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0000912938 MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0001313816 TIMESSQUARE CAPITAL MANAGEMENT, LLC
0000937760 SUMITOMO LIFE INSURANCE CO
0001564835 ASAHI LIFE ASSET MANAGEMENT CO., LTD.
0001291318 OVERSEA-CHINESE BANKING CORP LTD
0001808163 ZEIT CAPITAL LLC
0001622757 ELITE WEALTH MANAGEMENT, INC.
0001842840 LOKKEN INVESTMENT GROUP LLC
0001860063 LAUER WEALTH, LLC
0002011195 APOLLON FINANCIAL, LLC
0001911013 TRAIL RIDGE INVESTMENT ADVISORS, LLC
0001764387 APOLLON WEALTH MANAGEMENT, LLC
0001006435 PIONEER TRUST BANK N A/OR
0001802533 HOHIMER WEALTH MANAGEMENT, LLC
0001715740 BOGART WEALTH, LLC
0001846493 RED WAVE INVESTMENTS LLC
0001449126 SIGMA PLANNING CORP
0002013703 TRANSCENDENT CAPITAL GROUP LLC
0001927537 CATALYST FINANCIAL PARTNERS LLC
0001508120 COHEN CAPITAL MANAGEMENT, INC.
0002010098 EVERGREEN PRIVATE WEALTH LLC
0001456048 SIGNATUREFD, LLC
0001032814 CHECK CAPITAL MANAGEMENT INC/CA
0001566493 NEWMAN DIGNAN & SHEERAR, INC.
0001716984 SLOW CAPITAL, INC.
0001998562 CAPITALG III LP
0001779076 CAPITALG II LP
0001940173 GV MANAGEMENT COMPANY, L.L.C.
0001535061 EDGESTREAM PARTNERS, L.P.
0001848282 VERILY LIFE SCIENCES LLC
0001777817 LEELYN SMITH, LLC
0001824723 GOOGLE LLC
0001652044 ALPHABET INC.
0001652044 ALPHABET INC.
0001350780 PRIVATE CAPITAL ADVISORS, INC.
0001946237 STRATA WEALTH ADVISORS, LLC
0001631353 DAKOTA WEALTH MANAGEMENT
0001988563 LJI WEALTH MANAGEMENT, LLC
0001710539 BHK INVESTMENT ADVISORS, LLC
0001082335 ASB CAPITAL MANAGEMENT LLC
0001035350 SECURIAN ASSET MANAGEMENT, INC
0001831416 MTM INVESTMENT MANAGEMENT, LLC
0001482611 CORRADO ADVISORS, LLC
0000934745 WEATHERLY ASSET MANAGEMENT L. P.
0001051615 CHEVY CHASE TRUST CO
0001690717 ELCO MANAGEMENT CO., LLC
0001801720 KEY FINANCIAL INC
0001759395 MQS MANAGEMENT LLC
0001640335 POINTE CAPITAL MANAGEMENT LLC
0001632105 MITCHELL MCLEOD PUGH & WILLIAMS INC
0001406995 CUTTER & CO BROKERAGE, INC.
0002007171 TURTLE CREEK WEALTH ADVISORS, LLC
0001426398 FOCUSED INVESTORS LLC
0001672070 PARKER INVESTMENT MANAGEMENT, LLC
0001316397 AURORA INVESTMENT COUNSEL
0001230765 RICE HALL JAMES & ASSOCIATES, LLC
0001833078 ARENA CAPITAL ADVISORS, LLC- CA
0001091961 GOULD ASSET MANAGEMENT LLC /CA/
0001936953 BLEAKLEY FINANCIAL GROUP, LLC
0001548882 EOS MANAGEMENT, L.P.
0001909760 ZULLO INVESTMENT GROUP, INC.
0001914277 WELKER STEPHEN
0001639666 ISTHMUS PARTNERS, LLC