Last 100 13F filings received from the SEC

Filer Period of Report Date imported into system Stocks in filing State Form
CYPRESS WEALTH SERVICES, LLC 12/31/2020 01/22/2021 290 CA 13F-HR
INSPIRION WEALTH ADVISORS, LLC 12/31/2020 01/22/2021 83 IL 13F-HR
CANDRIAM LUXEMBOURG S.C.A. 12/31/2020 01/22/2021 998 N4 13F-HR
RELAXING RETIREMENT COACH 12/31/2020 01/22/2021 44 MA 13F-HR
PEAVINE CAPITAL, LLC 12/31/2020 01/22/2021 11 NV 13F-HR
BLOSSOM WEALTH MANAGEMENT 12/31/2020 01/22/2021 10 CA 13F-HR
WEALTH ADVISORS OF TAMPA BAY, LLC 12/31/2020 01/22/2021 73 FL 13F-HR
PERENNIAL INVESTMENT ADVISORS, LLC 12/31/2020 01/22/2021 177 CA 13F-HR
MONECO ADVISORS, LLC 12/31/2020 01/22/2021 187 CT 13F-HR
CAPITAL CS GROUP, LLC 12/31/2020 01/22/2021 52 CA 13F-HR
ARIES WEALTH MANAGEMENT 12/31/2020 01/22/2021 164 ME 13F-HR
DORCHESTER WEALTH MANAGEMENT COMPANY 12/31/2020 01/22/2021 146 A8 13F-HR
SPRENG CAPITAL MANAGEMENT, INC. 12/31/2020 01/22/2021 95 OH 13F-HR
NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC 12/31/2020 01/22/2021 60 OR 13F-HR
FLUENT FINANCIAL, LLC 12/31/2020 01/22/2021 51 TX 13F-HR
AVANTAX ADVISORY SERVICES, INC. 12/31/2020 01/22/2021 932 TX 13F-HR
BLUE ZONE WEALTH ADVISORS, LLC 12/31/2020 01/22/2021 76 CA 13F-HR
BEECH HILL ADVISORS, INC. 12/31/2020 01/22/2021 85 NY 13F-HR
GARRETT WEALTH ADVISORY GROUP, LLC 12/31/2020 01/22/2021 48 TX 13F-HR
TWELE CAPITAL MANAGEMENT, INC. 12/31/2020 01/22/2021 42 MN 13F-HR
SICART ASSOCIATES LLC 12/31/2020 01/22/2021 120 NY 13F-HR
LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. 12/31/2020 01/22/2021 21 NJ 13F-HR
JOEL ISAACSON & COMPANY ., LLC 12/31/2020 01/22/2021 240 NY 13F-HR
STERLING INVESTMENT MANAGEMENT, INC. 12/31/2020 01/22/2021 58 AZ 13F-HR
MCCOLLUM CHRISTOFERSON GROUP LLC 12/31/2020 01/22/2021 69 NY 13F-HR
ALTUS WEALTH MANAGEMENT, LLC 12/31/2020 01/22/2021 33 KY 13F-HR
EVANSON ASSET MANAGEMENT, LLC 12/31/2020 01/22/2021 268 CA 13F-HR
BKD WEALTH ADVISORS, LLC 12/31/2020 01/22/2021 355 MO 13F-HR
NEPSIS, INC. 12/31/2020 01/22/2021 32 MN 13F-HR
NWAM LLC 12/31/2020 01/22/2021 453 WA 13F-HR
ACR ALPINE CAPITAL RESEARCH, LLC 12/31/2020 01/22/2021 55 MO 13F-HR
DIVERGENT WEALTH ADVISORS, LLC 12/31/2020 01/22/2021 16 UT 13F-HR
WHITE PINE INVESTMENT COMPANY 12/31/2020 01/22/2021 53 MI 13F-HR
NEWFOUND RESEARCH LLC 12/31/2020 01/22/2021 126 MA 13F-HR
STEIGERWALD, GORDON & KOCH INC. 12/31/2020 01/22/2021 102 VA 13F-HR
SOUND FINANCIAL STRATEGIES GROUP, LLC 12/31/2020 01/22/2021 79 MS 13F-HR
NORTHSIDE CAPITAL MANAGEMENT, LLC 12/31/2020 01/22/2021 92 OR 13F-HR
IBEX WEALTH ADVISORS 12/31/2020 01/22/2021 101 NJ 13F-HR
DAVID R. RAHN & ASSOCIATES INC. 12/31/2020 01/22/2021 24 CA 13F-HR
REGAL WEALTH GROUP, INC. 12/31/2020 01/22/2021 221 CA 13F-HR
VIEWPOINT INVESTMENT PARTNERS CORP 12/31/2020 01/22/2021 10 A0 13F-HR
RIVERBRIDGE PARTNERS LLC 12/31/2020 01/22/2021 152 MN 13F-HR
FRANKLIN, PARLAPIANO, TURNER & WELCH, LLC 12/31/2020 01/22/2021 48 TX 13F-HR
ROCKY MOUNTAIN ADVISERS, LLC 12/31/2020 01/22/2021 299 KS 13F-HR
WE ARE ONE SEVEN, LLC 12/31/2020 01/22/2021 494 OH 13F-HR
PENN DAVIS MCFARLAND INC 12/31/2020 01/22/2021 45 TX 13F-HR
ADAMS ASSET ADVISORS, LLC 12/31/2020 01/22/2021 74 TX 13F-HR
SAWGRASS ASSET MANAGEMENT LLC 12/31/2020 01/22/2021 167 FL 13F-HR
PLIMOTH TRUST COMPANY LLC 12/31/2020 01/22/2021 301 MA 13F-HR
PLATTE RIVER WEALTH ADVISORS, LLC 12/31/2020 01/22/2021 87 CO 13F-HR
FERGUSON SHAPIRO LLC 12/31/2020 01/22/2021 29 GA 13F-HR
BANTA ASSET MANAGEMENT LP 12/31/2020 01/22/2021 12 CA 13F-HR
FOCUSED INVESTORS LLC 12/31/2020 01/22/2021 24 CA 13F-HR
SOL CAPITAL MANAGEMENT COMPANY 12/31/2020 01/22/2021 232 MD 13F-HR
TRUST COMPANY OF OKLAHOMA 12/31/2020 01/22/2021 190 OK 13F-HR
TRINITY STREET ASSET MANAGEMENT LLP 12/31/2020 01/22/2021 22 X0 13F-HR
HOTALING INVESTMENT MANAGEMENT, LLC 12/31/2020 01/22/2021 113 PA 13F-HR
RANDOLPH COMPANY INC 12/31/2020 01/22/2021 42 OH 13F-HR
WESTBOURNE INVESTMENT ADVISORS, INC. 12/31/2020 01/22/2021 80 MD 13F-HR
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC 12/31/2020 01/22/2021 49 GA 13F-HR
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12/31/2020 01/22/2021 2113 FL 13F-HR
BIGSUR WEALTH MANAGEMENT LLC 12/31/2020 01/22/2021 113 FL 13F-HR
HOEY INVESTMENTS, INC 12/31/2020 01/22/2021 193 PA 13F-HR
SELECTIVE WEALTH MANAGEMENT, INC. 12/31/2020 01/22/2021 379 VA 13F-HR
CENTERPOINT ADVISORS, LLC 12/31/2020 01/22/2021 258 MA 13F-HR
CLOSE ASSET MANAGEMENT LTD 12/31/2020 01/22/2021 125 X0 13F-HR
WAVERTON INVESTMENT MANAGEMENT LTD 12/31/2020 01/22/2021 54 X0 13F-HR
BRITISH AIRWAYS PENSIONS INVESTMENT MANAGEMENT LTD 12/31/2020 01/22/2021 97 X0 13F-HR
PARKER INVESTMENT MANAGEMENT, LLC 12/31/2020 01/22/2021 41 CA 13F-HR
EXANE ASSET MANAGEMENT 12/31/2020 01/22/2021 19 I0 13F-HR
WINDMILL HILL ASSET MANAGEMENT LTD 12/31/2020 01/22/2021 21 X0 13F-HR
WENDELL DAVID ASSOCIATES INC 12/31/2020 01/22/2021 150 NH 13F-HR
DIVIDEND ASSETS CAPITAL, LLC 12/31/2020 01/22/2021 579 SC 13F-HR
VESTAR CAPITAL PARTNERS LLC 12/31/2020 01/22/2021 1 NY 13F-HR
CADINHA & COMPANY LLC 12/31/2020 01/22/2021 112 HI 13F-HR
TAYLOR FRIGON CAPITAL MANAGEMENT LLC 12/31/2020 01/22/2021 91 CA 13F-HR
RIVERVIEW TRUST COMPANY 12/31/2020 01/22/2021 226 WA 13F-HR
INDEPENDENCE BANK OF KENTUCKY 12/31/2020 01/22/2021 376 KY 13F-HR
HIKARI POWER LTD 12/31/2020 01/22/2021 71 M0 13F-HR
CALEDONIA INVESTMENTS PLC 12/31/2020 01/22/2021 11 X0 13F-HR
LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C. 12/31/2020 01/22/2021 64 WA 13F-HR
DOMANI WEALTH, LLC 12/31/2020 01/21/2021 123 PA 13F-HR
FOSTER GROUP, INC. 12/31/2020 01/21/2021 109 IA 13F-HR
INVESTORS RESEARCH CORP 12/31/2020 01/21/2021 1094 GA 13F-HR
VIKING FUND MANAGEMENT LLC 12/31/2020 01/21/2021 118 ND 13F-HR
CLEARWATER CAPITAL ADVISORS, LLC 12/31/2020 01/21/2021 154 IL 13F-HR
REGENTS OF THE UNIVERSITY OF CALIFORNIA 12/31/2020 01/21/2021 28 CA 13F-HR
TCI WEALTH ADVISORS, INC. 12/31/2020 01/21/2021 1621 AZ 13F-HR
NEW CAPITAL MANAGEMENT LP 12/31/2020 01/21/2021 153 TX 13F-HR
EVERGREEN ADVISORS, LLC 12/31/2020 01/21/2021 14 TN 13F-HR
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12/31/2020 01/21/2021 160 PA 13F-HR
BRIDGE CREEK CAPITAL MANAGEMENT LLC 12/31/2020 01/21/2021 92 MA 13F-HR
HIGHLAND CAPITAL MANAGEMENT, LLC 12/31/2020 01/21/2021 342 TN 13F-HR
NEXTCAPITAL ADVISERS, INC. 12/31/2020 01/21/2021 18 IL 13F-HR
AYRSHIRE CAPITAL MANAGEMENT LLC 12/31/2020 01/21/2021 57 CT 13F-HR
CLEARVIEW WEALTH ADVISORS LLC 12/31/2020 01/21/2021 595 OR 13F-HR
BALLAST, INC. 12/31/2020 01/21/2021 91 KY 13F-HR
CTC LLC 12/31/2020 01/21/2021 86 IL 13F-HR
HARVEY INVESTMENT COMPANY LLC 12/31/2020 01/21/2021 92 KY 13F-HR
TIAA, FSB 12/31/2020 01/21/2021 702 FL 13F-HR
13F Filings for the December 31st, 2020 Quarter are due
February 16th, 2021
719 filings already imported!

New 13F Filers

LIFEPRO ASSET MANAGEMENT
IRON HORSE WEALTH MANAGEMENT, LLC
LINDEN ROSE INVESTMENT LLC
PRAIRIEWOOD CAPITAL, LLC
OAK HARVEST INVESTMENT SERVICES
GRANT/GROSSMENDELSOHN, LLC
4J WEALTH MANAGEMENT LLC
SALVUS WEALTH MANAGEMENT, LLC
FWL INVESTMENT MANAGEMENT, LLC
NORTHSTAR ADVISORY GROUP, LLC
CALIBER WEALTH MANAGEMENT, LLC
OXINAS PARTNERS WEALTH MANAGEMENT LLC
CRESCENT CAPITAL CONSULTING, LLC
JOURNEY ADVISORY GROUP, LLC
ECLECTIC ASSOCIATES INC
DAVID J YVARS GROUP
SOLITUDE FINANCIAL SERVICES
JOHNSON MIDWEST FINANCIAL, LLC
BENNETT SELBY INVESTMENTS LP
GOODWIN INVESTMENT ADVISORY
AREION ASSET MANAGEMENT COMPANY LTD
HARBOR GROUP, INC.
NEWMAN & SCHIMEL, LLC
SAGE MOUNTAIN ADVISORS LLC
KINLOCH CAPITAL, LLC
CLEARVIEW WEALTH ADVISORS LLC
FOSTER GROUP, INC.
CAPITAL CS GROUP, LLC
BLOSSOM WEALTH MANAGEMENT

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