Last 100 13F filings received from the SEC

Filer Period of Report Date imported into system Stocks in filing State Form
ALTRAVUE CAPITAL, LLC 12/31/2021 01/28/2022 66 WA 13F-HR
VELANNE ASSET MANAGEMENT LTD 12/31/2021 01/28/2022 1 X0 13F-HR
ARGI INVESTMENT SERVICES, LLC 12/31/2021 01/28/2022 438 KY 13F-HR
TEN CAPITAL WEALTH ADVISORS, LLC 12/31/2021 01/28/2022 494 WA 13F-HR
LVZ, INC. 12/31/2021 01/28/2022 107 MI 13F-HR
DEARBORN PARTNERS LLC 12/31/2021 01/28/2022 301 IL 13F-HR
SL ADVISORS, LLC 12/31/2021 01/28/2022 47 NJ 13F-HR
STABLEFORD CAPITAL II LLC 12/31/2021 01/28/2022 122 AZ 13F-HR
ARK INVESTMENT MANAGEMENT LLC 12/31/2021 01/28/2022 368 FL 13F-HR
MIDWEST HERITAGE BANK, FSB 12/31/2021 01/28/2022 55 IA 13F-HR
UNIVERSITY OF MARYLAND FOUNDATION, INC. 12/31/2021 01/28/2022 5 MD 13F-HR
ROUBAIX CAPITAL, LLC 12/31/2021 01/28/2022 42 CO 13F-HR
ESSEX LLC 12/31/2021 01/28/2022 172 IL 13F-HR
DAVIDSON TRUST COMPANY 12/31/2021 01/28/2022 199 WA 13F-HR
CHARTER TRUST COMPANY 12/31/2021 01/28/2022 240 NH 13F-HR
FIRST INTERSTATE BANK 12/31/2021 01/28/2022 193 MT 13F-HR
SIENA CAPITAL PARTNERS GP, LLC 12/31/2021 01/28/2022 111 IL 13F-HR
PGGM INVESTMENTS 12/31/2021 01/28/2022 366 P7 13F-HR
BAR HARBOR TRUST SERVICES 12/31/2021 01/28/2022 132 ME 13F-HR
SCHUBERT & COMPANY 12/31/2021 01/28/2022 1400 TX 13F-HR
SUNCOAST EQUITY MANAGEMENT 12/31/2021 01/28/2022 56 FL 13F-HR
COSTELLO ASSET MANAGEMENT, INC 12/31/2021 01/28/2022 241 PA 13F-HR
MARATHON ASSET MGMT LTD 12/31/2021 01/28/2022 86 X0 13F-HR
HAMILTON LANE ADVISORS LLC 12/31/2021 01/28/2022 87 PA 13F-HR
PROFFITT & GOODSON INC 12/31/2021 01/28/2022 254 TN 13F-HR
CONRAD SIEGEL INVESTMENT ADVISORS, INC. 12/31/2021 01/28/2022 30 PA 13F-HR
BELLWETHER ADVISORS, LLC 12/31/2021 01/28/2022 589 NE 13F-HR
BERKSHIRE BANK 12/31/2021 01/28/2022 228 MA 13F-HR
AMPLIUS WEALTH ADVISORS, LLC 12/31/2021 01/28/2022 1029 PA 13F-HR
LIQUID STRATEGIES, LLC 12/31/2021 01/28/2022 7 GA 13F-HR
AMERICAN RESEARCH & MANAGEMENT COMPANY . 12/31/2021 01/28/2022 400 MA 13F-HR
WOODWARD DIVERSIFIED CAPITAL, LLC 12/31/2021 01/28/2022 195 CA 13F-HR
PAULSON WEALTH MANAGEMENT INC. 12/31/2021 01/28/2022 88 IL 13F-HR
HALL PRIVATE WEALTH ADVISORS 12/31/2021 01/28/2022 46 NC 13F-HR
WEDGEWOOD INVESTORS INC 12/31/2021 01/28/2022 95 PA 13F-HR
PRENTISS SMITH & COMPANY INC 12/31/2021 01/28/2022 79 VT 13F-HR
MAYAR CAPITAL LTD. 12/31/2021 01/28/2022 12 X0 13F-HR
EXANE DERIVATIVES 12/31/2021 01/28/2022 890 I0 13F-HR
HIGHVIEW CAPITAL MANAGEMENT LLC 12/31/2021 01/28/2022 104 IL 13F-HR
FIRST BANCORP, INC 12/31/2021 01/28/2022 209 ME 13F-HR
JAMES INVESTMENT RESEARCH INC 12/31/2021 01/28/2022 534 OH 13F-HR
WALNUT PRIVATE EQUITY PARTNERS, LLC 12/31/2021 01/28/2022 16 NE 13F-HR
EVERENCE CAPITAL MANAGEMENT INC 12/31/2021 01/28/2022 759 IN 13F-HR
HOLLAND ADVISORY SERVICES, INC. 12/31/2021 01/28/2022 36 FL 13F-HR
STEVENS CAPITAL MANAGEMENT LP 12/31/2021 01/28/2022 231 PA 13F-HR
LESA SROUFE & COMPANY 12/31/2021 01/28/2022 72 WA 13F-HR
KEY COLONY MANAGEMENT, LLC 12/31/2021 01/28/2022 9 AR 13F-HR
COUNTERPOINT MUTUAL FUNDS LLC 12/31/2021 01/28/2022 157 CA 13F-HR
VICKERMAN INVESTMENT ADVISORS, INC. 12/31/2021 01/28/2022 79 WA 13F-HR
COLORADO CAPITAL MANAGEMENT, INC. 12/31/2021 01/28/2022 79 CO 13F-HR
HIGHLAND CAPITAL MANAGEMENT, LLC 12/31/2021 01/28/2022 344 TN 13F-HR
SUMMIT GLOBAL INVESTMENTS 06/30/2021 01/28/2022 558 UT 13F-HR
BANK OF THE WEST 12/31/2021 01/28/2022 364 CA 13F-HR
MU INVESTMENTS COMPANY ., LTD. 12/31/2021 01/28/2022 24 M0 13F-HR
IRONWOOD FINANCIAL, LLC 12/31/2021 01/28/2022 124 AZ 13F-HR
VALLIANCE ASSET MANAGEMENT LTD 12/31/2021 01/28/2022 3 K3 13F-HR
INTEGRAL INVESTMENT ADVISORS, INC. 12/31/2021 01/28/2022 89 CA 13F-HR
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 12/31/2021 01/28/2022 152 NY 13F-HR
WESPAC ADVISORS, LLC 12/31/2021 01/28/2022 143 CA 13F-HR
COMPASS ION ADVISORS, LLC 12/31/2021 01/28/2022 91 PA 13F-HR
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 12/31/2021 01/28/2022 43 CT 13F-HR
NEWPORT CAPITAL GROUP, LLC 12/31/2021 01/28/2022 59 NJ 13F-HR
SHULMAN DEMEO ASSET MANAGEMENT LLC 12/31/2021 01/28/2022 148 NY 13F-HR
PAVION BLUE CAPITAL, LLC 12/31/2021 01/28/2022 92 CA 13F-HR/A (r)
NEWPORT CAPITAL GROUP, LLC 09/30/2021 01/28/2022 60 NJ 13F-HR
HBC FINANCIAL SERVICES, PLLC 12/31/2021 01/28/2022 181 WA 13F-HR
DAN L DUNCAN FOUNDATION 12/31/2021 01/27/2022 4 TX 13F-HR
OLSTEIN CAPITAL MANAGEMENT, L.P. 12/31/2021 01/27/2022 102 NY 13F-HR
SKORPIOS TRUST 12/31/2021 01/27/2022 5 G4 13F-HR
SHANKERVALLEAU WEALTH ADVISORS, INC. 12/31/2021 01/27/2022 17 IL 13F-HR
LILLY ENDOWMENT INC 12/31/2021 01/27/2022 1 IN 13F-HR
STATE OF MICHIGAN RETIREMENT SYSTEM 12/31/2021 01/27/2022 975 MI 13F-HR
BERNARDO WEALTH PLANNING LLC 12/31/2021 01/27/2022 86 PA 13F-HR
C.V. STARR & COMPANY ., INC. TRUST 12/31/2021 01/27/2022 2 NY 13F-HR
STARR INTERNATIONAL COMPANY INC 12/31/2021 01/27/2022 3 V8 13F-HR
ABSOLUTE INVESTMENT ADVISERS LLC 12/31/2021 01/27/2022 66 MA 13F-HR
FIFTH THIRD SECURITIES, INC. 12/31/2021 01/27/2022 197 OH 13F-HR
CUMBERLAND ADVISORS INC 12/31/2021 01/27/2022 61 FL 13F-HR
PRIVATE ADVISORY GROUP LLC 12/31/2021 01/27/2022 146 WA 13F-HR
DOUGHERTY WEALTH ADVISERS LLC 12/31/2021 01/27/2022 137 MN 13F-HR
C V STARR & COMPANY INC 12/31/2021 01/27/2022 2 NY 13F-HR
FI3 FINANCIAL ADVISORS, LLC 12/31/2021 01/27/2022 51 IN 13F-HR
BESSEMER GROUP INC 12/31/2021 01/27/2022 4920 NJ 13F-HR
TAP CONSULTING, LLC 12/31/2021 01/27/2022 587 MO 13F-HR
ONE CHARLES PRIVATE WEALTH SERVICES, LLC 12/31/2021 01/27/2022 117 MA 13F-HR
WRIGHT INVESTORS SERVICE INC 12/31/2021 01/27/2022 221 CT 13F-HR
BORDEAUX WEALTH ADVISORS LLC 12/31/2021 01/27/2022 99 CA 13F-HR
SIGULER GUFF ADVISERS, LLC 12/31/2021 01/27/2022 6 NY 13F-HR
NOVA R WEALTH, INC. 12/31/2021 01/27/2022 86 KS 13F-HR
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC 12/31/2021 01/27/2022 22 PA 13F-HR
VANTAGEPOINT INVESTMENT ADVISERS LLC 12/31/2021 01/27/2022 2 DC 13F-HR
VANTAGE FINANCIAL PARTNERS LTD., INC. 12/31/2021 01/27/2022 87 IL 13F-HR
KRILOGY FINANCIAL LLC 12/31/2021 01/27/2022 279 MO 13F-HR
PEOPLES BANK 12/31/2021 01/27/2022 176 OH 13F-HR
SOLSTEIN CAPITAL, LLC 12/31/2021 01/27/2022 416 CA 13F-HR
HARTFORD FINANCIAL MANAGEMENT INC. 12/31/2021 01/27/2022 358 CT 13F-HR
NBT BANK N A 12/31/2021 01/27/2022 450 NY 13F-HR
HARBOR ISLAND CAPITAL LLC 12/31/2021 01/27/2022 15 MA 13F-HR
CANTILLON CAPITAL MANAGEMENT LLC 12/31/2021 01/27/2022 76 NY 13F-HR
QUATTRO FINANCIAL ADVISORS LLC 12/31/2021 01/27/2022 99 TX 13F-HR
13F Filings for the September 31st, 2021 Quarter are due
February 14th, 2022
1,473 filings already imported!

New 13F Filers

STEPHENS GROUP, LLC
NATIONAL BANK OF CANADA
LEWIS CAPITAL MANAGEMENT, LLC
NOVA R WEALTH, INC.
CLEAR STREET LLC
SKORPIOS TRUST
IYO BANK, LTD.
WAVELENGTH CAPITAL MANAGEMENT, LLC
CRESTMONT PRIVATE WEALTH LLC
IMPACTFOLIO, LLC
LAKE HILLS WEALTH MANAGEMENT, LLC
PALADIN ADVISORY GROUP, LLC
ALFRETON CAPITAL LLP
MCALISTER, SWEET & ASSOCIATES, INC.
ADVANCE CAPITAL MANAGEMENT, INC.
WEDMONT PRIVATE CAPITAL
EPIC TRUST INVESTMENT ADVISORS, LLC
CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS
BROMFIELD SNEIDER WEALTH ADVISORS
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
DENTGROUP LLC
LRT CAPITAL MANAGEMENT, LLC
DOPKINS WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH SOLUTIONS, LLC
ATLANTIC PRIVATE WEALTH, LLC
LATTICE CAPITAL MANAGEMENT, LLC
GUARDIAN FINANCIAL PARTNERS, LLC
TKG ADVISORS, LLC
DBK FINANCIAL COUNSEL, LLC
KOLINSKY WEALTH MANAGEMENT, LLC
AGINCOURT CAPITAL MANAGEMENT, LLC
LEVEL FINANCIAL ADVISORS, INC.
SPRING CAPITAL MANAGEMENT, LLC
ARDENT CAPITAL MANAGEMENT, INC.
MELONE PRIVATE WEALTH, LLC
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
WICK CAPITAL PARTNERS, LLC
AGATE PASS INVESTMENT MANAGEMENT, LLC
CHARLES CARROLL FINANCIAL PARTNERS, LLC
J2 CAPITAL MANAGEMENT INC
NORTHLAND CAPITAL MANAGEMENT LLC
LONG RUN WEALTH ADVISORS, LLC
LINKER CAPITAL MANAGEMENT INC.
CASSADAY & COMPANY INC.
AMH EQUITY LTD
BREWSTER FINANCIAL PLANNING LLC
SAGE PARTNERS LTD
SURIENCE PRIVATE WEALTH LLC
OAK THISTLE LLC
COLUMBIA ADVISORY PARTNERS LLC
REUTER JAMES WEALTH MANAGEMENT, LLC
HEIRLOOM WEALTH MANAGEMENT
AUSTIN ASSET MANAGEMENT COMPANY INC
SCOTT CAPITAL ADVISORS, LLC
SHEARWATER CAPITAL LLC
S.C. FINANCIAL SERVICES, INC.
ANDREW HILL INVESTMENT ADVISORS, INC.
HELEN STEPHENS GROUP, LLC
INDEX FUND ADVISORS, INC.
CONSILIUM WEALTH ADVISORY, LLC
STRAIGHT PATH WEALTH MANAGEMENT
SHELTON WEALTH MANAGEMENT, LLC
ACCOMPLICE ASSOCIATES II, LLC
MAXI INVESTMENTS CY LTD
LEEWARD FINANCIAL PARTNERS, LLC
BUTTONWOOD FINANCIAL ADVISORS INC.
BRIGGS ADVISORY GROUP, INC.
LANDMARK WEALTH MANAGEMENT, LLC
SHANKERVALLEAU WEALTH ADVISORS, INC.
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.
INTEGRAL INVESTMENT ADVISORS, INC.
HOLLAND ADVISORY SERVICES, INC.
HIGHVIEW CAPITAL MANAGEMENT LLC
AMPLIUS WEALTH ADVISORS, LLC
CONRAD SIEGEL INVESTMENT ADVISORS, INC.
SCHUBERT & COMPANY
MIDWEST HERITAGE BANK, FSB

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