| Type | Filer | Filed | Period | $Total | #Holdings | #Opened | #Closed |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Oak Grove Capital | 6 Feb 25 | Dec 2024 | $498,120.00 mm | 63 | 11 | 2 |
|
13F-HR
|
Wealth | 6 Feb 25 | Dec 2024 | $154,610.00 mm | 159 | 77 | 25 |
|
13F-HR
|
Cookson Peirce & Co | 6 Feb 25 | Dec 2024 | $2,210,000.00 mm | 265 | 61 | 42 |
|
13F-HR
|
Abbot Financial Management | 6 Feb 25 | Dec 2024 | $200,860.00 mm | 124 | 2 | 5 |
|
13F-HR
|
Stegner Investment Associates | 6 Feb 25 | Dec 2024 | $151,100.00 mm | 27 | 0 | 0 |
|
13F-HR
|
Academy Capital Management | 6 Feb 25 | Dec 2024 | $611,860.00 mm | 40 | 9 | 0 |
|
13F-HR
|
Clark Estates | 6 Feb 25 | Dec 2024 | $517,440.00 mm | 92 | 11 | 9 |
|
13F-HR
|
Souders Financial Advisors | 6 Feb 25 | Dec 2024 | $715,990.00 mm | 175 | 9 | 4 |
|
13F-HR
|
Snider Financial | 6 Feb 25 | Dec 2024 | $322,820.00 mm | 111 | 41 | 3 |
|
13F-HR
|
Omnia Family Wealth | 6 Feb 25 | Dec 2024 | $233,340.00 mm | 79 | 0 | 0 |
|
13F-HR
|
Mayport | 6 Feb 25 | Dec 2024 | $339,350.00 mm | 84 | 6 | 2 |
|
13F-HR
|
Keybank National Association | 6 Feb 25 | Dec 2024 | $26,040,000.00 mm | 1,133 | 63 | 47 |
|
13F-HR
|
Disciplined Investments | 6 Feb 25 | Dec 2024 | $202,740.00 mm | 124 | 3 | 2 |
|
13F-HR
|
Jag Capital Management | 6 Feb 25 | Dec 2024 | $716,180.00 mm | 120 | 7 | 18 |
|
13F-HR
|
Mason Investment Advisory Services | 6 Feb 25 | Dec 2024 | $1,710,000.00 mm | 71 | 1 | 3 |
|
13F-HR
|
Horan Capital Advisors | 6 Feb 25 | Dec 2024 | $296,970.00 mm | 112 | 3 | 13 |
|
13F-HR
|
Dravo Bay | 6 Feb 25 | Dec 2024 | $206,260.00 mm | 51 | 1 | 0 |
|
13F-HR
|
Moneda S.A. Administradora General de Fondos | 6 Feb 25 | Dec 2024 | $96,170.00 mm | 25 | 2 | 2 |
|
13F-HR
|
Mainstream Capital Management | 6 Feb 25 | Dec 2024 | $142,640.00 mm | 233 | 171 | 1 |
|
13F-HR
|
Triad Wealth Partners | 6 Feb 25 | Dec 2024 | $276,900.00 mm | 169 | 102 | 0 |
|
13F-HR
|
XXEC | 6 Feb 25 | Dec 2024 | $120,560.00 mm | 21 | 2 | 1 |
|
13F-HR
|
Live Oak Investment Partners | 6 Feb 25 | Dec 2024 | $131,160.00 mm | 201 | 16 | 21 |
|
13F-HR
|
Wealth Advisory Solutions | 6 Feb 25 | Dec 2024 | $356,900.00 mm | 127 | 13 | 8 |
|
13F-HR
|
Laffer Investments | 6 Feb 25 | Dec 2024 | $508,580.00 mm | 146 | 6 | 32 |
|
13F-HR
|
Carrera Capital Advisors | 6 Feb 25 | Dec 2024 | $427,180.00 mm | 137 | 30 | 3 |
|
13F-HR
|
Glass Wealth Management | 6 Feb 25 | Dec 2024 | $183,940.00 mm | 58 | 4 | 1 |
|
13F-HR
|
Cypress Capital | 6 Feb 25 | Dec 2024 | $815,190.00 mm | 256 | 6 | 57 |
|
13F-HR
|
Crew Capital Management | 6 Feb 25 | Dec 2024 | $120,750.00 mm | 144 | 23 | 7 |
|
13F-HR
|
Victory Capital Management | 6 Feb 25 | Dec 2024 | $101,730,000.00 mm | 2,400 | 89 | 103 |
|
13F-HR
|
BLS Capital Fondsmaeglerselskab A/s | 6 Feb 25 | Dec 2024 | $3,260,000.00 mm | 11 | 0 | 1 |
|
13F-HR
|
Cornerstone Investment Partners | 6 Feb 25 | Dec 2024 | $2,010,000.00 mm | 243 | 69 | 49 |
|
13F-HR
|
Alley Investment Management | 6 Feb 25 | Dec 2024 | $790,580.00 mm | 84 | 2 | 3 |
|
13F-HR
|
Bard Associates | 6 Feb 25 | Dec 2024 | $294,290.00 mm | 180 | 11 | 7 |
|
13F-HR
|
SWS Partners | 6 Feb 25 | Dec 2024 | $330,240.00 mm | 118 | 8 | 5 |
|
13F-HR
|
Ariston Services | 6 Feb 25 | Dec 2024 | $115,400.00 mm | 69 | 8 | 6 |
|
13F-HR
|
Westover Capital Advisors | 6 Feb 25 | Dec 2024 | $454,390.00 mm | 237 | 11 | 18 |
|
13F-HR
|
Signify Wealth | 6 Feb 25 | Dec 2024 | $88,600.00 mm | 26 | 0 | 4 |
|
13F-HR
|
Ring Mountain Capital | 6 Feb 25 | Dec 2024 | $149,290.00 mm | 89 | 89 | 0 |
|
13F-HR
|
Torray | 6 Feb 25 | Dec 2024 | $697,220.00 mm | 100 | 4 | 5 |
|
13F-HR
|
Kapstone Financial Advisors | 6 Feb 25 | Dec 2024 | $187,430.00 mm | 114 | 11 | 4 |
|
13F-HR
|
Exencial Wealth Advisors | 6 Feb 25 | Dec 2024 | $2,720,000.00 mm | 488 | 18 | 16 |
|
13F-HR
|
AMJ Financial Wealth Management | 6 Feb 25 | Dec 2024 | $360,180.00 mm | 73 | 13 | 13 |
|
13F-HR
|
Burt Wealth Advisors | 6 Feb 25 | Dec 2024 | $393,890.00 mm | 112 | 2 | 6 |
|
13F-HR
|
IGP Investments | 6 Feb 25 | Dec 2024 | - | 1 | 0 | 1 |
|
13F-HR
|
Bahl & Gaynor | 6 Feb 25 | Dec 2024 | $18,910,000.00 mm | 332 | 7 | 13 |
|
13F-HR
|
Scott & Selber | 6 Feb 25 | Dec 2024 | $332,270.00 mm | 81 | 4 | 10 |
|
13F-HR
|
GR Financial | 6 Feb 25 | Dec 2024 | $591,260.00 mm | 24 | 8 | 0 |
|
13F-HR
|
TSA Wealth Managment | 6 Feb 25 | Dec 2024 | $245,800.00 mm | 64 | 3 | 1 |
|
13F-HR
|
Carlton Hofferkamp & Jenks Wealth Management | 6 Feb 25 | Dec 2024 | $270,910.00 mm | 134 | 1 | 4 |
|
13F-HR
|
State Of Michigan Retirement System | 6 Feb 25 | Dec 2024 | $19,240,000.00 mm | 951 | 19 | 17 |
