Latest 13F Filings

Since 4/1/2024

Manager	Period	Date Filed	Num holdings	Holdings value
E. Ohman J:or Asset Management AB	2019 Q4	4/5/2024	433	$1.8 B
E. Ohman J:or Asset Management AB	2019 Q2	4/5/2024	375	$1.5 B
E. Ohman J:or Asset Management AB	2019 Q1	4/5/2024	374	$1.5 B
E. Ohman J:or Asset Management AB	2018 Q4	4/5/2024	371	$1.4 B
E. Ohman J:or Asset Management AB	2018 Q2	4/5/2024	370	$1.4 B
E. Ohman J:or Asset Management AB	2018 Q1	4/5/2024	565	$1.3 B
E. Ohman J:or Asset Management AB	2018 Q3	4/5/2024	363	$1.5 B
E. Ohman J:or Asset Management AB	2017 Q2	4/5/2024	559	$990 M
E. Ohman J:or Asset Management AB	2017 Q3	4/5/2024	559	$1.1 B
E. Ohman J:or Asset Management AB	2017 Q4	4/5/2024	562	$1.2 B
E. Ohman J:or Asset Management AB	2016 Q2	4/5/2024	535	$600 M
E. Ohman J:or Asset Management AB	2016 Q3	4/5/2024	537	$670 M
E. Ohman J:or Asset Management AB	2017 Q1	4/5/2024	550	$820 M
E. Ohman J:or Asset Management AB	2016 Q4	4/5/2024	551	$720 M
E. Ohman J:or Asset Management AB	2015 Q4	4/5/2024	536	$570 M
E. Ohman J:or Asset Management AB	2016 Q1	4/5/2024	532	$550 M
E. Ohman J:or Asset Management AB	2015 Q3	4/5/2024	534	$370 M
E. Ohman J:or Asset Management AB	2014 Q4	4/5/2024	527	$420 M
E. Ohman J:or Asset Management AB	2015 Q2	4/5/2024	532	$430 M
E. Ohman J:or Asset Management AB	2015 Q1	4/5/2024	525	$430 M
E. Ohman J:or Asset Management AB	2014 Q3	4/5/2024	513	$410 M
E. Ohman J:or Asset Management AB	2014 Q1	4/5/2024	503	$400 M
E. Ohman J:or Asset Management AB	2014 Q2	4/5/2024	510	$410 M
E. Ohman J:or Asset Management AB	2013 Q4	4/5/2024	505	$420 M
E. Ohman J:or Asset Management AB	2013 Q1	4/5/2024	496	$380 M
E. Ohman J:or Asset Management AB	2013 Q2	4/5/2024	497	$360 M
E. Ohman J:or Asset Management AB	2013 Q3	4/5/2024	500	$390 M
E. Ohman J:or Asset Management AB	2012 Q4	4/5/2024	496	$320 M
E. Ohman J:or Asset Management AB	2012 Q3	4/5/2024	492	$300 M
E. Ohman J:or Asset Management AB	2012 Q1	4/5/2024	471	$320 M
E. Ohman J:or Asset Management AB	2012 Q2	4/5/2024	477	$280 M
E. Ohman J:or Asset Management AB	2011 Q4	4/5/2024	473	$210 M
E. Ohman J:or Asset Management AB	2011 Q2	4/5/2024	479	$250 M
E. Ohman J:or Asset Management AB	2011 Q3	4/5/2024	475	$190 M
E. Ohman J:or Asset Management AB	2010 Q3	4/5/2024	482	$170 M
E. Ohman J:or Asset Management AB	2010 Q4	4/5/2024	477	$200 M
E. Ohman J:or Asset Management AB	2011 Q1	4/5/2024	478	$240 M
E. Ohman J:or Asset Management AB	2010 Q2	4/5/2024	487	$160 M
E. Ohman J:or Asset Management AB	2010 Q1	4/5/2024	481	$160 M
E. Ohman J:or Asset Management AB	2009 Q2	4/5/2024	497	$130 M
E. Ohman J:or Asset Management AB	2009 Q4	4/5/2024	498	$150 M
E. Ohman J:or Asset Management AB	2009 Q3	4/5/2024	500	$160 M
E. Ohman J:or Asset Management AB	2008 Q3	4/5/2024	496	$110 M
Insight Wealth Strategies, LLC	2024 Q1	4/5/2024	159	$680 M
E. Ohman J:or Asset Management AB	2008 Q4	4/5/2024	508	$100 M
E. Ohman J:or Asset Management AB	2008 Q2	4/5/2024	519	$140 M
E. Ohman J:or Asset Management AB	2007 Q4	4/5/2024	520	$120 M
E. Ohman J:or Asset Management AB	2008 Q1	4/5/2024	518	$110 M
E. Ohman J:or Asset Management AB	2007 Q2	4/5/2024	508	$110 M
E. Ohman J:or Asset Management AB	2007 Q3	4/5/2024	507	$120 M
E. Ohman J:or Asset Management AB	2007 Q1	4/5/2024	492	$110 M
E. Ohman J:or Asset Management AB	2006 Q4	4/5/2024	506	$110 M
Norman Fields, Gottscho Capital Management, LLC	2024 Q1	4/5/2024	58	$270 k
Somerset Trust Co	2024 Q1	4/5/2024	193	$250 M
NBC SECURITIES, INC.	2024 Q1	4/5/2024	2,176	$1.1 M
CWM, LLC	2024 Q1	4/5/2024	4,792	$21 M
BUTENSKY & COHEN FINANCIAL SECURITY, INC	2024 Q1	4/5/2024	102	$320 M
Financial Synergies Wealth Advisors, Inc.	2021 Q3	4/5/2024	67	$730 M
Financial Synergies Wealth Advisors, Inc.	2021 Q2	4/5/2024	64	$730 M
Financial Synergies Wealth Advisors, Inc.	2021 Q1	4/5/2024	62	$690 M
Financial Synergies Wealth Advisors, Inc.	2021 Q4	4/5/2024	67	$730 M
Financial Synergies Wealth Advisors, Inc.	2022 Q1	4/5/2024	59	$640 M
Financial Synergies Wealth Advisors, Inc.	2019 Q2	4/5/2024	29	$200 M
Financial Synergies Wealth Advisors, Inc.	2019 Q1	4/5/2024	28	$190 M
Financial Synergies Wealth Advisors, Inc.	2019 Q4	4/5/2024	35	$220 M
Financial Synergies Wealth Advisors, Inc.	2020 Q2	4/5/2024	52	$300 M
Financial Synergies Wealth Advisors, Inc.	2020 Q3	4/5/2024	60	$390 M
Financial Synergies Wealth Advisors, Inc.	2020 Q4	4/5/2024	56	$640 M
Financial Synergies Wealth Advisors, Inc.	2020 Q1	4/5/2024	35	$180 M
Financial Synergies Wealth Advisors, Inc.	2019 Q3	4/5/2024	28	$210 M
Lake Hills Wealth Management, LLC	2024 Q1	4/4/2024	44	$110 M
VERITY Wealth Advisors	2024 Q1	4/4/2024	74	$130 M
DAILY JOURNAL CORP	2024 Q1	4/4/2024	4	$180 M
Leibman Financial Services, Inc.	2024 Q1	4/4/2024	53	$130 M
IFS Advisors, LLC	2024 Q1	4/4/2024	153	$110 M
Northside Capital Management, LLC	2024 Q1	4/4/2024	115	$560 M
MOODY NATIONAL BANK TRUST DIVISION	2024 Q1	4/4/2024	745	$1.3 B
Boltwood Capital Management	2024 Q1	4/4/2024	169	$320 M
S. R. Schill & Associates	2024 Q1	4/4/2024	84	$230 M
Financial Synergies Wealth Advisors, Inc.	2023 Q4	4/4/2024	461	$650 M
Financial Synergies Wealth Advisors, Inc.	2023 Q3	4/4/2024	561	$690 M
Financial Synergies Wealth Advisors, Inc.	2023 Q2	4/4/2024	540	$710 M
Financial Synergies Wealth Advisors, Inc.	2023 Q1	4/4/2024	554	$680 M
Financial Synergies Wealth Advisors, Inc.	2022 Q4	4/4/2024	461	$650 M
Financial Synergies Wealth Advisors, Inc.	2022 Q3	4/4/2024	468	$580 M
Financial Synergies Wealth Advisors, Inc.	2022 Q2	4/4/2024	492	$610 M
Snowhook Capital Management LP	2024 Q1	4/4/2024	1	$0
Mass General Brigham, Inc	2024 Q1	4/4/2024	5	$57 M
Morningstar Investment Management LLC	2021 Q3 - NEW HOLDINGS	4/4/2024	5	$4.2 M
Morningstar Investment Management LLC	2021 Q3 - RESTATEMENT	4/4/2024	37	$600 M
Morningstar Investment Management LLC	2021 Q2 - NEW HOLDINGS	4/4/2024	1	$9.2 M
Morningstar Investment Management LLC	2021 Q2 - RESTATEMENT	4/4/2024	41	$880 M
Shearwater Capital LLC	2024 Q1	4/4/2024	43	$140 M
Advance Capital Management, Inc.	2024 Q1	4/4/2024	149	$1.4 B
ORRSTOWN FINANCIAL SERVICES INC	2024 Q1	4/4/2024	84	$180 M
MOSELEY INVESTMENT MANAGEMENT INC	2024 Q1	4/4/2024	148	$200 M
CULLEN INVESTMENT GROUP, LTD.	2024 Q1	4/4/2024	183	$630 M
waypoint wealth counsel	2023 Q1	4/4/2024	138	$130 M
Inland Investment Advisors, LLC	2024 Q1	4/4/2024	1	$0
TRUST CO OF TOLEDO NA /OH/	2024 Q1	4/4/2024	319	$640 M