AUM 13F

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Latest EDGAR filings

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CIK Firm Filing Date Filing Type
Headway Wealth Ltd [2026-06-25] IAPD
Randall Financial Group LLC [2026-06-24] IAPD
Professional Trading Services Brokerage LLC [2026-06-23] IAPD
TRG Capital Management Incorporated [2026-06-23] IAPD
Colburn Wealth Management LLC [2026-06-23] IAPD
Riverstone Asset Management LLC [2026-06-23] IAPD
Arrow Wealth Advisors Inc [2026-06-22] IAPD
Nitor Capital Management LLC [2026-06-22] IAPD
Old Vine Capital LLC [2026-06-22] IAPD
Blue Anchor Wealth Advisors LLC [2026-06-22] IAPD
Investlinc Wealth Services LLC [2026-06-22] IAPD
Redeem Financial Group LLC [2026-06-22] IAPD
CL Sheldon & Company LLC [2026-06-18] IAPD
Ravenstone Capital Management Inc [2026-06-18] IAPD
EGSI Investment Management Inc [2026-06-18] IAPD
Wealth Script Advisors LLC [2026-06-18] IAPD
Sawyer Capital Management Inc [2026-06-18] IAPD
Aeternitas Investment Management LLC [2026-06-18] IAPD
Common Cents Wealth Management LLC [2026-06-17] IAPD
Midway Capital Research & Management LLC [2026-06-17] IAPD
Schauer Investment Management Inc [2026-06-17] IAPD
Worldline Capital PTE Ltd [2026-06-16] IAPD
Neostellar Advisors LLC [2026-06-15] IAPD
Charbeth Advisory LLC [2026-06-15] IAPD
Fully Financial LLC [2026-06-15] IAPD
Jayco Wealth Management Inc [2026-06-15] IAPD
Index Financial Advisors LLC [2026-06-15] IAPD
KMF Investments Management LLC [2026-06-12] IAPD
Allpoint Financial Group LLC [2026-06-12] IAPD
JPS Advisors LLC [2026-06-12] IAPD
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