Connections 13F annual report
Connections is an investment fund managing more than $193 million ran by Cindi Hill. There are currently 266 companies in Mrs. Hill’s portfolio. The largest investments include Dimensional Etf Trust and J P Morgan Exchange Traded F, together worth $68.1 million.
$193 million Assets Under Management (AUM)
As of 19th July 2024, Connections’s top holding is 1,436,215 shares of Dimensional Etf Trust currently worth over $49.8 million and making up 25.9% of the portfolio value.
In addition, the fund holds 394,813 shares of J P Morgan Exchange Traded F worth $18.3 million.
The third-largest holding is Vanguard World Fd worth $18.8 million and the next is Ishares Tr worth $17.2 million, with 261,578 shares owned.
Currently, Connections's portfolio is worth at least $193 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Connections
The Connections office and employees reside in Corte Madera, California. According to the last 13-F report filed with the SEC, Cindi Hill serves as the Filing Agent at Connections.
Recent trades
In the most recent 13F filing, Connections revealed that it had opened a new position in
J P Morgan Exchange Traded F and bought 394,813 shares worth $18.3 million.
The investment fund also strengthened its position in Dimensional Etf Trust by buying
29,846 additional shares.
This makes their stake in Dimensional Etf Trust total 1,436,215 shares worth $49.8 million.
On the other hand, there are companies that Connections is getting rid of from its portfolio.
Connections closed its position in Ishares Tr on 26th July 2024.
It sold the previously owned 12,421 shares for $568 thousand.
Cindi Hill also disclosed a decreased stake in Ishares Tr by 0.1%.
This leaves the value of the investment at $15.9 million and 322,557 shares.
One of the smallest hedge funds
The two most similar investment funds to Connections are Oneascent Wealth Management and Planning Solutions. They manage $192 million and $192 million respectively.
Cindi Hill investment strategy
Connections’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 3.3% of
the total portfolio value.
The fund focuses on investments in the United States as
43.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
39% of the total holdings value.
On the other hand, small-cap stocks make up only 1.5% of the portfolio.
The average market cap of the portfolio companies is close to $131 billion.
The complete list of Connections trades based on 13F SEC filings
These positions were updated on July 26th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Dimensional Etf Trust |
2.12%
1,436,215
|
$49,804,000 | 25.85% |
J P Morgan Exchange Traded F |
Opened
394,813
|
$18,293,000 | 9.50% |
Vanguard World Fd |
Opened
225,043
|
$18,827,000 | 9.77% |
Ishares Tr |
Opened
261,578
|
$17,224,000 | 8.94% |
Vanguard Index Fds |
Opened
63,939
|
$20,899,000 | 10.85% |
Ishares Tr |
11.97%
322,557
|
$15,927,000 | 8.27% |
Vanguard Whitehall Fds |
Opened
95,940
|
$7,817,000 | 4.06% |
J P Morgan Exchange Traded F |
109.84%
217,901
|
$11,106,000 | 5.77% |
Apple Inc |
4.00%
24,734
|
$5,209,000 | 2.70% |
Ishares Inc |
Opened
48,198
|
$5,022,000 | 2.61% |
Vanguard Mun Bd Fds |
Opened
52,934
|
$2,652,000 | 1.38% |
T Rowe Price Etf Inc |
27.20%
74,081
|
$2,888,000 | 1.50% |
Berkshire Hathaway Inc. |
0.74%
4,883
|
$1,986,000 | 1.03% |
Spdr Index Shs Fds |
5.76%
54,317
|
$1,905,000 | 0.99% |
2023 Etf Series Trust Ii |
5,632.30%
57,323
|
$1,778,000 | 0.92% |
Microsoft Corporation |
Opened
1,596
|
$713,000 | 0.37% |
Pimco Etf Tr |
4.50%
27,111
|
$695,000 | 0.36% |
Pgim Etf Tr |
10.85%
17,761
|
$612,000 | 0.32% |
Nushares Etf Tr |
15.14%
13,209
|
$519,000 | 0.27% |
Ishares Tr |
Closed
12,421
|
$568,000 | |
Tesla Inc |
1.23%
2,478
|
$490,000 | 0.25% |
Alphabet Inc |
19.45%
3,144
|
$572,000 | 0.30% |
Union Pac Corp |
Opened
1,833
|
$414,000 | 0.21% |
Oracle Corp. |
No change
2,906
|
$410,000 | 0.21% |
Amazon.com Inc. |
12.67%
2,019
|
$390,000 | 0.20% |
Vanguard Star Fds |
Opened
5,993
|
$361,000 | 0.19% |
Johnson Johnson |
Opened
1,624
|
$237,000 | 0.12% |
Vanguard Specialized Funds |
Opened
1,197
|
$218,000 | 0.11% |
Abbvie Inc |
9.69%
1,200
|
$205,000 | 0.11% |
Spdr Sp 500 Etf Tr |
No change
357
|
$194,000 | 0.10% |
Visa Inc |
No change
662
|
$173,000 | 0.09% |
Meta Platforms Inc |
23.30%
344
|
$173,000 | 0.09% |
Robinhood Mkts Inc |
Opened
7,026
|
$159,000 | 0.08% |
Novo-nordisk A S |
Opened
1,039
|
$148,000 | 0.08% |
Bank America Corp |
0.03%
3,253
|
$129,000 | 0.07% |
Schwab Strategic Tr |
Opened
2,516
|
$131,000 | 0.07% |
Abbott Labs |
4.87%
1,185
|
$123,000 | 0.06% |
Home Depot, Inc. |
Opened
346
|
$119,000 | 0.06% |
Spdr Ser Tr |
0.04%
2,310
|
$129,000 | 0.07% |
Unitedhealth Group Inc |
4.19%
224
|
$114,000 | 0.06% |
Salesforce Inc |
No change
416
|
$106,000 | 0.06% |
Palo Alto Networks Inc |
Opened
315
|
$106,000 | 0.06% |
NVIDIA Corp |
1,325.42%
841
|
$103,000 | 0.05% |
Applied Matls Inc |
No change
406
|
$95,000 | 0.05% |
Vanguard Scottsdale Fds |
110.21%
1,009
|
$80,000 | 0.04% |
Disney Walt Co |
Opened
811
|
$80,000 | 0.04% |
Invesco Exchange Traded Fd T |
Opened
484
|
$79,000 | 0.04% |
American Express Co. |
No change
334
|
$77,000 | 0.04% |
Netflix Inc. |
No change
109
|
$73,000 | 0.04% |
Rapid7 Inc |
Opened
1,670
|
$72,000 | 0.04% |
ServiceNow Inc |
No change
87
|
$68,000 | 0.04% |
Colgate-Palmolive Co. |
Opened
706
|
$68,000 | 0.04% |
Wisdomtree Tr |
No change
1,350
|
$63,000 | 0.03% |
First Tr Exchng Traded Fd Vi |
Opened
2,148
|
$62,000 | 0.03% |
Adobe Inc |
No change
113
|
$62,000 | 0.03% |
NextEra Energy Inc |
45.20%
873
|
$61,000 | 0.03% |
Merck Co Inc |
No change
488
|
$60,000 | 0.03% |
Thermo Fisher Scientific Inc. |
Opened
110
|
$60,000 | 0.03% |
Automatic Data Processing In |
No change
223
|
$53,000 | 0.03% |
Jpmorgan Chase Co. |
33.50%
263
|
$53,000 | 0.03% |
Danaher Corp. |
Opened
207
|
$51,000 | 0.03% |
Coca-Cola Co |
Opened
736
|
$46,000 | 0.02% |
Invesco Exchange Traded Fd T |
0.14%
728
|
$47,000 | 0.02% |
Pepsico Inc |
Opened
264
|
$43,000 | 0.02% |
Ishares Inc |
No change
725
|
$42,000 | 0.02% |
Idexx Labs Inc |
No change
84
|
$40,000 | 0.02% |
Broadcom Inc |
733.33%
25
|
$40,000 | 0.02% |
Costco Whsl Corp New |
557.14%
46
|
$39,000 | 0.02% |
Honeywell International Inc |
Opened
180
|
$38,000 | 0.02% |
Vanguard Bd Index Fds |
Opened
529
|
$38,000 | 0.02% |
Resmed Inc. |
Opened
196
|
$37,000 | 0.02% |
Intuitive Surgical Inc |
No change
81
|
$36,000 | 0.02% |
MercadoLibre Inc |
Opened
22
|
$36,000 | 0.02% |
Ingersoll Rand Inc. |
No change
401
|
$36,000 | 0.02% |
Manager Directed Portfolios |
2.03%
1,560
|
$35,000 | 0.02% |
Sempra |
Opened
458
|
$34,000 | 0.02% |
Pfizer Inc. |
Opened
1,221
|
$34,000 | 0.02% |
Oreilly Automotive Inc |
No change
33
|
$34,000 | 0.02% |
Gilead Sciences, Inc. |
Opened
504
|
$34,000 | 0.02% |
GE Aerospace |
Opened
204
|
$32,000 | 0.02% |
Qualcomm, Inc. |
Opened
165
|
$32,000 | 0.02% |
Intel Corp. |
Opened
1,055
|
$32,000 | 0.02% |
Starbucks Corp. |
Opened
400
|
$31,000 | 0.02% |
Booking Holdings Inc |
Opened
8
|
$31,000 | 0.02% |
Norfolk Southn Corp |
Opened
146
|
$31,000 | 0.02% |
Illinois Tool Wks Inc |
Opened
127
|
$30,000 | 0.02% |
Accenture Plc Ireland |
No change
93
|
$28,000 | 0.01% |
Caterpillar Inc. |
Opened
87
|
$28,000 | 0.01% |
Ppg Inds Inc |
Opened
201
|
$25,000 | 0.01% |
Energy Transfer L P |
20.88%
1,569
|
$25,000 | 0.01% |
Spdr Gold Tr |
Closed
116
|
$24,000 | |
Mastercard Incorporated |
350.00%
54
|
$23,000 | 0.01% |
Arbor Realty Trust Inc. |
3.03%
1,666
|
$23,000 | 0.01% |
First Solar Inc |
Opened
105
|
$23,000 | 0.01% |
Vanguard Intl Equity Index F |
Opened
387
|
$37,000 | 0.02% |
GSK Plc |
No change
593
|
$22,000 | 0.01% |
American Centy Etf Tr |
No change
365
|
$22,000 | 0.01% |
Stryker Corp. |
Opened
66
|
$22,000 | 0.01% |
Capital Group Dividend Value |
No change
690
|
$22,000 | 0.01% |
Boston Scientific Corp. |
Opened
290
|
$22,000 | 0.01% |
Eli Lilly Co |
Opened
24
|
$21,000 | 0.01% |
Northrop Grumman Corp. |
Opened
49
|
$21,000 | 0.01% |
Exxon Mobil Corp. |
59.29%
180
|
$20,000 | 0.01% |
Chevron Corp. |
Opened
125
|
$19,000 | 0.01% |
Schwab Charles Corp |
Opened
271
|
$19,000 | 0.01% |
Rbb Fd Inc |
Opened
774
|
$24,000 | 0.01% |
Air Prods Chems Inc |
No change
75
|
$19,000 | 0.01% |
Palantir Technologies Inc. |
No change
715
|
$18,000 | 0.01% |
Corteva Inc |
Closed
311
|
$18,000 | |
American Intl Group Inc |
108.33%
250
|
$18,000 | 0.01% |
Duke Energy Corp. |
0.53%
187
|
$18,000 | 0.01% |
American Wtr Wks Co Inc New |
No change
141
|
$18,000 | 0.01% |
Zimmer Biomet Holdings Inc |
0.59%
169
|
$18,000 | 0.01% |
Equinix Inc |
Opened
25
|
$18,000 | 0.01% |
Uwm Holdings Corporation |
1.54%
2,501
|
$17,000 | 0.01% |
Public Svc Enterprise Grp In |
Opened
235
|
$17,000 | 0.01% |
Lowes Cos Inc |
Opened
76
|
$16,000 | 0.01% |
Select Sector Spdr Tr |
No change
205
|
$25,000 | 0.01% |
Spdr Sp Midcap 400 Etf Tr |
No change
31
|
$16,000 | 0.01% |
Vanguard Index Fds |
No change
200
|
$16,000 | 0.01% |
Comcast Corp New |
No change
396
|
$15,000 | 0.01% |
Annaly Capital Management In |
No change
822
|
$15,000 | 0.01% |
Wells Fargo Co New |
Opened
241
|
$14,000 | 0.01% |
Schlumberger Ltd. |
130.77%
300
|
$14,000 | 0.01% |
Xylem Inc |
0.91%
109
|
$14,000 | 0.01% |
ON Semiconductor Corp. |
Opened
200
|
$13,000 | 0.01% |
Sarepta Therapeutics Inc |
Opened
87
|
$13,000 | 0.01% |
Cisco Sys Inc |
0.35%
286
|
$13,000 | 0.01% |
HubSpot Inc |
91.67%
23
|
$13,000 | 0.01% |
Agnc Invt Corp |
3.74%
1,414
|
$13,000 | 0.01% |
CME Group Inc |
91.18%
65
|
$12,000 | 0.01% |
First Tr Exchange-traded Fd |
Opened
422
|
$32,000 | 0.02% |
Enterprise Prods Partners L |
Opened
381
|
$11,000 | 0.01% |
First Tr Exchange Traded Fd |
Opened
259
|
$21,000 | 0.01% |
Essential Utils Inc |
No change
300
|
$11,000 | 0.01% |
Nike, Inc. |
Opened
159
|
$11,000 | 0.01% |
First Tr Nasdaq 100 Tech Ind |
Opened
60
|
$11,000 | 0.01% |
PayPal Holdings Inc |
Opened
195
|
$11,000 | 0.01% |
Vale S.A. |
No change
1,000
|
$11,000 | 0.01% |
Las Vegas Sands Corp |
Opened
260
|
$11,000 | 0.01% |
Blue Owl Capital Corporation |
2.13%
672
|
$10,000 | 0.01% |
Pge Corp |
No change
600
|
$10,000 | 0.01% |
Moodys Corp |
Opened
25
|
$10,000 | 0.01% |
Vanguard Calif Tax Free Fds |
Opened
103
|
$10,000 | 0.01% |
Enbridge Inc |
No change
264
|
$9,000 | 0.00% |
Block Inc |
Opened
140
|
$9,000 | 0.00% |
Vanguard Malvern Fds |
Opened
190
|
$9,000 | 0.00% |
Aflac Inc. |
Opened
100
|
$9,000 | 0.00% |
Advanced Micro Devices Inc. |
460.00%
56
|
$9,000 | 0.00% |
Shopify Inc |
275.00%
150
|
$9,000 | 0.00% |
Ameriprise Finl Inc |
No change
21
|
$8,000 | 0.00% |
Amphenol Corp. |
100.00%
120
|
$8,000 | 0.00% |
Lam Research Corp. |
Opened
8
|
$8,000 | 0.00% |
VanEck ETF Trust |
No change
100
|
$7,000 | 0.00% |
Sumitomo Mitsui Finl Group I |
0.18%
561
|
$7,000 | 0.00% |
Boeing Co. |
Closed
34
|
$7,000 | |
Align Technology, Inc. |
73.68%
33
|
$7,000 | 0.00% |
Regeneron Pharmaceuticals, Inc. |
Opened
7
|
$7,000 | 0.00% |
Lululemon Athletica inc. |
Opened
25
|
$7,000 | 0.00% |
KLA Corp. |
Opened
9
|
$7,000 | 0.00% |
Costar Group, Inc. |
150.00%
100
|
$7,000 | 0.00% |
IPG Photonics Corp |
Opened
80
|
$6,000 | 0.00% |
Crown Castle Inc |
Opened
71
|
$6,000 | 0.00% |
Haleon Plc |
Opened
741
|
$6,000 | 0.00% |
Becton Dickinson Co |
No change
29
|
$6,000 | 0.00% |
Assurant Inc |
No change
37
|
$6,000 | 0.00% |
Sp Global Inc |
No change
14
|
$6,000 | 0.00% |
Corning, Inc. |
Opened
180
|
$6,000 | 0.00% |
Hsbc Hldgs Plc |
Opened
143
|
$6,000 | 0.00% |
International Game Technolog |
70.00%
340
|
$6,000 | 0.00% |
Conocophillips |
No change
60
|
$6,000 | 0.00% |
Barclays plc |
Opened
484
|
$5,000 | 0.00% |
Vista Energy S.a.b. De C.v. |
Opened
125
|
$5,000 | 0.00% |
Invesco Exch Traded Fd Tr Ii |
Opened
28
|
$5,000 | 0.00% |
Ypf Sociedad Anonima |
Opened
255
|
$5,000 | 0.00% |
Illumina Inc |
Opened
48
|
$5,000 | 0.00% |
Att Inc |
No change
275
|
$5,000 | 0.00% |
Freeport-McMoRan Inc |
No change
120
|
$5,000 | 0.00% |
Southwest Airls Co |
Opened
200
|
$5,000 | 0.00% |
Select Sector Spdr Tr |
Opened
24
|
$5,000 | 0.00% |
RELX Plc |
Opened
119
|
$5,000 | 0.00% |
Occidental Pete Corp |
Opened
80
|
$5,000 | 0.00% |
Northern Lts Fd Tr Iv |
Opened
102
|
$5,000 | 0.00% |
Mitsubishi Ufj Finl Group In |
Opened
503
|
$5,000 | 0.00% |
VanEck ETF Trust |
Opened
22
|
$5,000 | 0.00% |
Constellation Energy Corp |
No change
29
|
$5,000 | 0.00% |
Procter And Gamble Co |
Opened
32
|
$5,000 | 0.00% |
Global X Fds |
Opened
91
|
$5,000 | 0.00% |
Asml Holding N V |
Opened
5
|
$5,000 | 0.00% |
Uber Technologies Inc |
No change
80
|
$5,000 | 0.00% |
Vanguard Scottsdale Fds |
Opened
59
|
$5,000 | 0.00% |
Warrior Met Coal Inc |
Opened
67
|
$4,000 | 0.00% |
Tcw Etf Trust |
1.53%
129
|
$8,000 | 0.00% |
Phillips 66 |
Opened
30
|
$4,000 | 0.00% |
EQT Corp |
No change
130
|
$4,000 | 0.00% |
Elevance Health Inc |
No change
9
|
$4,000 | 0.00% |
Chewy Inc |
No change
170
|
$4,000 | 0.00% |
Ultrapar Participacoes Sa |
Opened
1,224
|
$4,000 | 0.00% |
United Parcel Service, Inc. |
Opened
31
|
$4,000 | 0.00% |
Alps Etf Tr |
Opened
313
|
$11,000 | 0.01% |
Skyworks Solutions, Inc. |
Opened
45
|
$4,000 | 0.00% |
Voya Financial Inc |
Opened
70
|
$4,000 | 0.00% |
Martin Marietta Matls Inc |
Opened
8
|
$4,000 | 0.00% |
Walmart Inc |
Opened
63
|
$4,000 | 0.00% |
Drdgold Limited |
0.19%
537
|
$4,000 | 0.00% |
Baker Hughes Company |
No change
90
|
$3,000 | 0.00% |
Ares Management Corp |
No change
30
|
$3,000 | 0.00% |
Blackrock Inc. |
Opened
4
|
$3,000 | 0.00% |
Exelon Corp. |
No change
93
|
$3,000 | 0.00% |
Medtronic Plc |
Opened
40
|
$3,000 | 0.00% |
Ares Capital Corp |
Opened
180
|
$3,000 | 0.00% |
Retail Opportunity Invts Cor |
Opened
315
|
$3,000 | 0.00% |
Everest Group Ltd |
No change
9
|
$3,000 | 0.00% |
Blackstone Secd Lending Fd |
Opened
122
|
$3,000 | 0.00% |
Cognizant Technology Solutio |
Opened
49
|
$3,000 | 0.00% |
Suro Capital Corp |
Closed
500
|
$3,000 | |
Lauder Estee Cos Inc |
Opened
23
|
$2,000 | 0.00% |
Regions Financial Corp. |
No change
135
|
$2,000 | 0.00% |
Sibanye Stillwater Ltd |
No change
500
|
$2,000 | 0.00% |
Lumentum Holdings Inc |
No change
50
|
$2,000 | 0.00% |
Kontoor Brands Inc |
No change
32
|
$2,000 | 0.00% |
CSX Corp. |
No change
70
|
$2,000 | 0.00% |
Synchrony Financial |
No change
50
|
$2,000 | 0.00% |
Microchip Technology, Inc. |
Opened
30
|
$2,000 | 0.00% |
Baidu Inc |
Opened
25
|
$2,000 | 0.00% |
Invesco Exch Traded Fd Tr Ii |
No change
200
|
$2,000 | 0.00% |
Solaredge Technologies Inc |
Opened
85
|
$2,000 | 0.00% |
Cnx Res Corp |
Opened
85
|
$2,000 | 0.00% |
Dicks Sporting Goods, Inc. |
Opened
10
|
$2,000 | 0.00% |
Kinross Gold Corp. |
Opened
278
|
$2,000 | 0.00% |
Novartis AG |
Opened
22
|
$2,000 | 0.00% |
Spdr Ser Tr |
Opened
35
|
$2,000 | 0.00% |
Bank Montreal Medium |
Opened
11
|
$2,000 | 0.00% |
Pan Amern Silver Corp |
Opened
104
|
$2,000 | 0.00% |
Mcdonalds Corp |
Opened
11
|
$2,000 | 0.00% |
Ge Vernova Inc |
Opened
6
|
$1,000 | 0.00% |
Deere Co |
Opened
4
|
$1,000 | 0.00% |
Huntington Ingalls Inds Inc |
Opened
8
|
$1,000 | 0.00% |
Zim Integrated Shipping Serv |
No change
50
|
$1,000 | 0.00% |
Vanguard Tax-managed Fds |
No change
33
|
$1,000 | 0.00% |
Spdr Index Shs Fds |
Opened
50
|
$1,000 | 0.00% |
Rivian Automotive, Inc. |
No change
100
|
$1,000 | 0.00% |
Twilio Inc |
No change
30
|
$1,000 | 0.00% |
SM Energy Co |
Opened
46
|
$1,000 | 0.00% |
Nu Skin Enterprises, Inc. |
0.91%
109
|
$1,000 | 0.00% |
Genuine Parts Co. |
Opened
12
|
$1,000 | 0.00% |
Ameresco Inc. |
Opened
61
|
$1,000 | 0.00% |
Viavi Solutions Inc |
Opened
250
|
$1,000 | 0.00% |
Repligen Corp. |
Opened
15
|
$1,000 | 0.00% |
Transocean Ltd |
No change
100
|
$0 | 0.00% |
Snap Inc |
No change
20
|
$0 | 0.00% |
Flexshares Tr |
Opened
5
|
$0 | 0.00% |
Organon Co |
No change
14
|
$0 | 0.00% |
Proshares Tr Ii |
No change
5
|
$0 | 0.00% |
Hasbro, Inc. |
Opened
2
|
$0 | 0.00% |
Ssga Active Etf Tr |
Opened
7
|
$0 | 0.00% |
Harvard Bioscience Inc. |
Opened
300
|
$0 | 0.00% |
Citigroup Inc |
Opened
14
|
$0 | 0.00% |
Warner Bros.Discovery Inc |
Opened
3
|
$0 | 0.00% |
Ge Healthcare Technologies I |
No change
8
|
$0 | 0.00% |
Hain Celestial Group Inc |
Opened
66
|
$0 | 0.00% |
Veralto Corp |
86.76%
9
|
$0 | 0.00% |
Gamestop Corp New |
No change
8
|
$0 | 0.00% |
Corsair Gaming, Inc. |
No change
60
|
$0 | 0.00% |
Opendoor Technologies Inc. |
Opened
300
|
$0 | 0.00% |
Cerence Inc |
Opened
21
|
$0 | 0.00% |
Lucid Group, Inc. |
Opened
155
|
$0 | 0.00% |
Verizon Communications Inc |
No change
0
|
$0 | 0.00% |
Wabtec |
No change
5
|
$0 | 0.00% |
V2X Inc |
No change
6
|
$0 | 0.00% |
Alcon Ag |
No change
4
|
$0 | 0.00% |
No transactions found | |||
Showing first 500 out of 271 holdings |
Hedge funds similar to Connections
- Phase 2 Partners
- Macro Consulting
- Ubp Investment Advisors S.A.
- Lipe & Dalton
- Weber Alan W
- Jackson Management
- Mitsubishi Ufj Asset Management (uk)
- Oneascent Wealth Management
- Planning Solutions
- Trust Co Of Kansas
- Resolute Capital Asset Partners
- San Francisco Sentry Investment Group (ca)
- Farmers National Bank
- Tieton Capital Management