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      "name": "Donald L. Hagan, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-16"
    },
    {
      "cik": "0001908099",
      "name": "Fortress Wealth Management, Inc.",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-16"
    },
    {
      "cik": "0001574010",
      "name": "Lowe Wealth Advisors, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-16"
    },
    {
      "cik": "0001594467",
      "name": "Ridgemont Partners Management, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-16"
    },
    {
      "cik": "0002056559",
      "name": "Defined Financial Planning LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-15"
    },
    {
      "cik": "0000820123",
      "name": "MARSHALL & SULLIVAN INC /WA/",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-15"
    },
    {
      "cik": "0001328551",
      "name": "Siguler Guff Advisers, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-15"
    },
    {
      "cik": "0001670903",
      "name": "Bridge Creek Capital Management LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-14"
    },
    {
      "cik": "0001350585",
      "name": "Coho Partners, Ltd.",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-14"
    },
    {
      "cik": "0001801881",
      "name": "DOHJ, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-14"
    },
    {
      "cik": "0002078477",
      "name": "Hutchinson Financial Advisors, INC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-14"
    },
    {
      "cik": "0001657662",
      "name": "KCK LTD.",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-14"
    },
    {
      "cik": "0001908433",
      "name": "Kathleen S. Wright Associates Inc.",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-10"
    },
    {
      "cik": "0001911270",
      "name": "Springhill Fund Asset Management",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-09"
    },
    {
      "cik": "0000824325",
      "name": "COUNTRY CLUB BANK",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-08"
    },
    {
      "cik": "0001785199",
      "name": "Sheets Smith Investment Management",
      "n_filings": 2,
      "n_amendments": 0,
      "latest_filed": "2025-10-08"
    },
    {
      "cik": "0001765278",
      "name": "EWG Elevate Inc.",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-07"
    },
    {
      "cik": "0001910370",
      "name": "First International Bank & Trust",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-07"
    },
    {
      "cik": "0001336885",
      "name": "Key Colony Management, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-07"
    },
    {
      "cik": "0001907552",
      "name": "Sonora Investment Management Group, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-07"
    },
    {
      "cik": "0001908070",
      "name": "Von Berge Wealth Management Group, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-06"
    },
    {
      "cik": "0001759476",
      "name": "Shorepoint Capital Partners LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-03"
    },
    {
      "cik": "0001387399",
      "name": "West Oak Capital, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-03"
    },
    {
      "cik": "0001908425",
      "name": "AHL INVESTMENT MANAGEMENT, INC.",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-02"
    },
    {
      "cik": "0001569606",
      "name": "INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-10-01"
    },
    {
      "cik": "0002055297",
      "name": "Capital A Wealth Management, LLC",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-09-26"
    },
    {
      "cik": "0001600745",
      "name": "Hatteras Investment Partners, LP",
      "n_filings": 1,
      "n_amendments": 0,
      "latest_filed": "2025-09-03"
    }
  ],
  "methodology": "13F filer directory \u2014 every CIK that filed a 13F-HR or 13F-HR/A over the trailing annual cycle of calendar quarters (2025-09 through today), aggregated from EDGAR EFTS form-level queries (public domain, 17 U.S.C. \u00a7105; filed-date PIT). browse-edgar cannot enumerate a form type without a company (verified 2026-08-23), so the directory rides the same EFTS machinery as the IPO/Form D streams, with quarter windows ADAPTIVELY SPLIT when a declared total nears EFTS's 10,000-hit cap (Q2-2026 observed at 9,625). Per-CIK facts only: name, filing and amendment counts (deduplicated by accession), latest filed date, and a link to the filer's EDGAR 13F history \u2014 holdings books stay in the form13f panel. 13F-NT notices are not queried (a no-holdings report is not a holdings filer row; 13F-NT filers that also filed an HR appear via their HR). Sorted latest-filed first. Display-only, exploratory, NOT a research claim.",
  "snapshot_ts": "2026-10-16T11:01:51.071306+00:00"
}