Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Carrhae Capital LLP	[2026-06-30]	SOLE	596,800	596,800
Portman Square Capital LLP	[2026-06-30]	SOLE	75,000	75,000
Roan Capital Partners	[2026-06-30]	SOLE	0	14,486
Professional Financial Advisors LLC	[2026-06-30]	SOLE	0	11,069
Ehrlich Financial Group	[2026-06-30]	SOLE	0	6,371
Security National Bank	[2026-06-30]	SOLE	5,938	5,938
Bison Wealth LLC	[2026-06-30]	SOLE	0	4,769
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	3,928
Tactive Advisors LLC	[2026-06-30]	SOLE	3,312	3,312
RFG Advisory LLC	[2026-06-30]	SOLE	0	3,156
Doliver Advisors LP	[2026-06-30]	SOLE	0	3,000
Corecap Advisors LLC	[2026-06-30]	SOLE	0	2,544
National Wealth Management Group LLC	[2026-06-30]	SOLE	0	2,524
Second Half Financial Partners LLC	[2026-06-30]	SOLE	0	2,061
Arlington Trust Co LLC	[2026-06-30]	SOLE	1,356	1,356
Main Street Group LTD	[2026-06-30]	SOLE	0	1,300
Hager Investment Management Services LLC	[2026-06-30]	SOLE	244	244
Country Trust Bank	[2026-06-30]	DFND	0	94
IFP Advisors LLC	[2026-06-30]	SOLE	53	53
Cedar Mountain Advisors LLC	[2026-06-30]	SOLE	0	50
FNY Investment Advisers LLC	[2026-06-30]	SOLE	205	20
West Paces Advisors Inc	[2026-06-30]	SOLE	12	12
Fortitude Family Office LLC	[2026-06-30]	SOLE	2	2
Activest Wealth Management	[2026-06-30]	SOLE	0	0
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 221222673, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

331665402