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Inst Investors
Hedge Funds
# of Filings 1087 17
% of Exp. Filings 13% 2%
Total Stock Value $1,023.4B $26.2B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
4000
 2025-12-31
 2025-09-30
Filing Quarter
2025-12-31
Filing Starts
2026-01-01
Filing Ends
2026-02-16
Last Update
2026-01-16 17:30:01
Institutional Investors
HedgeMind 1000
1086Filing AcceptedFilerTotal Reported Value  
12026-01-16 17:20:28HECK CAPITAL ADVISORS LLC $1.34B
22026-01-16 17:19:23OAK ROOT LLC $827.27M
32026-01-16 17:18:29OREGON PACIFIC WEALTH MANAGEMENT LLC $96.80M
42026-01-16 17:14:38SENTRY LLC $365.30M
52026-01-16 17:12:42HOPWOOD FINANCIAL SERVICES INC $142.03M
62026-01-16 17:11:18PARK EDGE ADVISORS LLC $441.74M
72026-01-16 17:07:07HOWARD CAPITAL MANAGEMENT GROUP LLC $1.58B
82026-01-16 17:04:59TWO POINT CAPITAL MANAGEMENT INC $246.82M
92026-01-16 16:58:30STONECREST WEALTH MANAGEMENT INC $247.79M
102026-01-16 16:57:12BIRCHCREEK WEALTH MANAGEMENT LLC $203.65M
112026-01-16 16:55:08MORRIS RETIREMENT ADVISORS LLC $238.19M
122026-01-16 16:54:46BOUCHEY FINANCIAL GROUP LTD $1.33B
132026-01-16 16:51:38ASPIRE CAPITAL ADVISORS LLC $425.70M
142026-01-16 16:49:55M3 ADVISORY GROUP LLC $164.02M
152026-01-16 16:49:03CLARUS GROUP INC $277.61M
162026-01-16 16:47:56FORTE ASSET MANAGEMENT LLC $220.21M
172026-01-16 16:47:32UDINE WEALTH MANAGEMENT INC $211.59K
182026-01-16 16:47:18MARINO STRAM ASSOCIATES LLC $553.42M
192026-01-16 16:45:30SHARP FINANCIAL SERVICES LLC $198.72M
202026-01-16 16:44:08PACIFIC SAGE PARTNERS LLC $631.03M
212026-01-16 16:41:48PERIGON WEALTH MANAGEMENT LLC $5.59B
222026-01-16 16:39:38TOWER WEALTH PARTNERS INC $181.91M
232026-01-16 16:36:13LOUISBOURG INVESTMENTS INC $501.89M
242026-01-16 16:35:55BALBOA WEALTH PARTNERS $604.64M
252026-01-16 16:32:23CASSIA CAPITAL PARTNERS LLC $184.78M
262026-01-16 16:30:36FINANCIAL PLANNING NAVIGATORS CORP $217.86M
272026-01-16 16:30:25EVEXIA WEALTH LLC $357.90M
282026-01-16 16:28:08MELFA WEALTH MANAGEMENT LLC $173.52M
292026-01-16 16:24:55GENESEE CAPITAL ADVISORS LLC $248.48M
302026-01-16 16:22:18OMNIA FAMILY WEALTH LLC $338.64M
312026-01-16 16:21:38TENON FINANCIAL LLC $237.23M
322026-01-16 16:19:46POSTROCK PARTNERS LLC $230.17M
332026-01-16 16:16:30STEPHEN J GARRY & ASSOCIATES LLC $126.09M
342026-01-16 16:12:37CREWE ADVISORS LLC $1.13B
352026-01-16 16:12:09GENESIS FINANCIAL GROUP LLC $172.27M
362026-01-16 15:59:42BRIDGEPORT FINANCIAL SOLUTIONS LLC $372.23M
372026-01-16 15:57:15SIGFIG WEALTH MANAGEMENT LLC $3.35B
382026-01-16 15:56:05LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM $5.83M
392026-01-16 15:52:56TEMPUS WEALTH PLANNING LLC $436.47M
402026-01-16 15:50:31ELDRED ROCK PARTNERS LLC $385.46M
412026-01-16 15:49:38MORANGIE MANAGEMENT LLC $125.65M
422026-01-16 15:49:22ARMSTRONG FLEMING & MOORE INC $216.49M
432026-01-16 15:48:30VALUES ADDED FINANCIAL LLC $236.87M
442026-01-16 15:47:48VANGUARD CAPITAL WEALTH ADVISORS $125.02M
452026-01-16 15:46:55BLOSSOM WEALTH MANAGEMENT $60.58M
462026-01-16 15:40:52STANDARD LIFE ABERDEEN PLC $64.59B
472026-01-16 15:37:14BILTMORE WEALTH MANAGEMENT LLC $264.94M
482026-01-16 15:28:52KENDALL CAPITAL MANAGEMENT $478.04M
492026-01-16 15:25:18FIRST PACIFIC FINANCIAL $765.82M
502026-01-16 15:23:21WEST BRANCH CAPITAL LLC $388.07M
512026-01-16 15:07:36SIMS INVESTMENT MANAGEMENT LLC $282.93M
522026-01-16 14:59:14MARQUETTE ASSET MANAGEMENT INC $690.28M
532026-01-16 14:47:19BAYBRIDGE CAPITAL GROUP LLC $161.40M
542026-01-16 14:46:11COGENTBLUE WEALTH ADVISORS LLC $146.75M
552026-01-16 14:45:20BEAUMONT FINANCIAL ADVISORS LLC $1.52B
562026-01-16 14:43:01FORMIDABLE ASSET MANAGEMENT LLC $687.31M
572026-01-16 14:34:26LIFE PLANNING PARTNERS INC $130.55M
582026-01-16 14:32:53WORTH FINANCIAL ADVISORY GROUP LLC $206.47M
592026-01-16 14:26:25KEYSTONE FINANCIAL GROUP INC $190.95M
602026-01-16 14:12:49FNY INVESTMENT ADVISERS LLC $354.78K
612026-01-16 14:06:20IVC WEALTH ADVISORS LLC $229.93M
622026-01-16 13:54:29ELEMENTAL CAPITAL PARTNERS LLC $187.96M
632026-01-16 13:38:54RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC $279.39M
642026-01-16 13:38:06CAPITAL PERFORMANCE ADVISORS LLP $937.16M
652026-01-16 13:19:39ASSET PLANNING SERVICES INC LA ADV $226.36K
662026-01-16 13:11:16BESTGATE WEALTH ADVISORS LLC $56.91M
672026-01-16 13:02:58DORATO CAPITAL MANAGEMENT $133.28M
682026-01-16 12:48:27ABACUS PLANNING GROUP INC $751.25M
692026-01-16 12:33:34AUGUSTINE ASSET MANAGEMENT INC $500.85M
702026-01-16 12:32:49WEALTH ADVISORY SOLUTIONS LLC $429.04M
712026-01-16 12:26:21RH INVESTMENT GROUP LLC $119.40M
722026-01-16 12:17:51CREW CAPITAL MANAGEMENT LTD $158.86M
732026-01-16 12:12:25WALL STREET FINANCIAL GROUP INC $137.28M
742026-01-16 11:58:56MATAURO LLC $664.25M
752026-01-16 11:58:11TAYLOR & MORGAN WEALTH MANAGEMENT LLC $178.42M
762026-01-16 11:57:32MONTGOMERY INVESTMENT MANAGEMENT INC $277.93M
772026-01-16 11:55:22CATALINA CAPITAL GROUP LLC $164.82M
782026-01-16 11:53:26WALKER ASSET MANAGEMENT LLC $186.09M
792026-01-16 11:51:05HF ADVISORY GROUP LLC $301.71M
802026-01-16 11:46:06VISTA INVESTMENT PARTNERS LLC $382.59M
812026-01-16 11:43:42YHB INVESTMENT ADVISORS INC $1.45B
822026-01-16 11:43:35SELECTIVE WEALTH MANAGEMENT INC $320.32M
832026-01-16 11:43:23CLIO ASSET MANAGEMENT LLC $128.77M
842026-01-16 11:40:46MEREDITH WEALTH PLANNING $335.89M
852026-01-16 11:40:07MATTERN WEALTH MANAGEMENT LLC $519.48M
862026-01-16 11:38:46SWS PARTNERS $414.26M
872026-01-16 11:32:03BAY CAPITAL ADVISORS LLC $163.90M
882026-01-16 11:32:00HMS CAPITAL MANAGEMENT LLC $241.69M
892026-01-16 11:30:08PISCATAQUA SAVINGS BANK $142.49M
902026-01-16 11:27:42VALICENTI ADVISORY SERVICES INC $477.90K
912026-01-16 11:20:40ELLSWORTH ADVISORS LLC $505.98M
922026-01-16 11:19:13WASHINGTON UNIVERSITY $197.80M
932026-01-16 11:15:40TRUST CO OF VERMONT $2.40B
942026-01-16 10:59:32RONALD BLUE TRUST INC $8.85B
952026-01-16 10:49:18PENN DAVIS MCFARLAND INC $1.04B
962026-01-16 10:48:19MATRIX ASSET ADVISORS INC NY $1.11B
972026-01-16 10:33:25IPSWICH INVESTMENT MANAGEMENT CO INC $431.84M
982026-01-16 10:30:26OLDFATHER FINANCIAL SERVICES LLC $335.84M
992026-01-16 10:06:31APPLIED CAPITAL LLC $259.85M
1002026-01-16 10:06:21PICTET NORTH AMERICA ADVISORS SA $1.05B
1012026-01-16 10:04:46CYR FINANCIAL INC $160.36M
1022026-01-16 09:59:01HILLMAN CO $288.42M
1032026-01-16 09:58:31LINDEN THOMAS ADVISORY SERVICES LLC $986.64M
1042026-01-16 09:54:44FIRST COMMUNITY TRUST NA $134.02M
1052026-01-16 09:51:15BANGOR SAVINGS BANK $1.24B
1062026-01-16 09:51:05F V CAPITAL MANAGEMENT LLC $678.29K
1072026-01-16 09:49:25PICTET BANK TRUST LTD $83.37M
1082026-01-16 09:44:04APPLIED CAPITAL LLC FL $168.80M
1092026-01-16 09:41:42TB ALTERNATIVE ASSETS LTD $610.76M
1102026-01-16 09:24:37ASPIRE PRIVATE CAPITAL LLC $449.57M
1112026-01-16 09:23:38KWMG LLC $1.16B
1122026-01-16 09:22:10BANQUE PICTET CIE SA $17.06B
1132026-01-16 09:08:39FIVE OCEANS ADVISORS $283.00M
1142026-01-16 09:02:28LEGACY CAPITAL WEALTH PARTNERS LLC $465.90M
1152026-01-16 09:01:44SURIENCE PRIVATE WEALTH LLC $93.13M
1162026-01-16 08:46:02PICTET CIE EUROPE SA $5.01B
1172026-01-16 08:43:20SWP FINANCIAL LLC $199.27M
1182026-01-16 08:40:00HERBST GROUP LLC $169.95M
1192026-01-16 08:36:28MIRABAUD & CIE SA $310.22M
1202026-01-16 08:31:05COMPAGNIE LOMBARD ODIER SCA $9.20B
1212026-01-16 08:25:19TEMA ETFS LLC $1.29B
1222026-01-16 07:21:14VERUS WEALTH MANAGEMENT LLC $107.32M
1232026-01-15 20:04:41LONGBOARD ASSET MANAGEMENT LP $15.73M
1242026-01-15 19:57:51HFG WEALTH MANAGEMENT LLC $181.39M
1252026-01-15 19:05:32DINUZZO PRIVATE WEALTH INC $919.22M
1262026-01-15 18:56:18PFS PARTNERS LLC $218.57M
1272026-01-15 18:51:51WEATHERLY ASSET MANAGEMENT LP $1.30B
1282026-01-15 18:44:52WEALTH ADVISORS NORTHWEST LLC $225.49M
1292026-01-15 18:25:55CRA FINANCIAL SERVICES LLC $764.16M
1302026-01-15 18:13:55CLARIS ADVISORS LLC MO $328.11M
1312026-01-15 18:13:27MCLEAN ASSET MANAGEMENT CORP $558.24M
1322026-01-15 17:51:45TRIAD INVESTMENT MANAGEMENT $98.73M
1332026-01-15 17:44:58RHS FINANCIAL LLC $204.84M
1342026-01-15 17:44:40LEDGEWOOD WEALTH ADVISORS LLC $173.61M
1352026-01-15 17:44:01EMPIRICAL FINANCIAL SERVICES LLC $5.61B
1362026-01-15 17:30:11POWERHOUSE ASSETS LLC $113.71M
1372026-01-15 17:28:12RETIREFUL LLC $79.73M
1382026-01-15 17:27:53BETTERWEALTH LLC $438.57M
1392026-01-15 17:27:42CAPITAL ADVISORS INC OK $6.25B
1402026-01-15 17:27:39HENGEHOLD CAPITAL MANAGEMENT LLC $1.19B
1412026-01-15 17:27:24SCHARF INVESTMENTS LLC $3.72B
1422026-01-15 17:27:04TRINITY WEALTH MANAGEMENT LLC $271.48M
1432026-01-15 17:26:41VANNOY ADVISORY GROUP INC $157.79M
1442026-01-15 17:26:21VICTORY FINANCIAL GROUP LLC $795.47M
1452026-01-15 17:25:43MALTIN WEALTH MANAGEMENT INC $251.40M
1462026-01-15 17:25:30COHEN INVESTMENT ADVISORS LLC $217.48M
1472026-01-15 17:22:30RCS FINANCIAL PLANNING LLC $232.00M
1482026-01-15 17:22:13PINNACLE WEALTH MANAGEMENT LLC $148.48M
1492026-01-15 17:21:33ESSENTIAL PLANNING LLC $313.56M
1502026-01-15 17:21:16UNCOMMON CENTS INVESTING LLC $413.14M
1512026-01-15 17:14:40IRONWOOD FINANCIAL LLC $589.60M
1522026-01-15 17:12:18ARCADIA INVESTMENT ADVISORS LLC $214.95M
1532026-01-15 17:09:59WARWICK INVESTMENT MANAGEMENT INC $649.01M
1542026-01-15 17:07:44ELSER FINANCIAL PLANNING INC $138.27M
1552026-01-15 17:05:28BOURGEON CAPITAL MANAGEMENT LLC $618.15M
1562026-01-15 17:04:32MTC WEALTH MANAGEMENT LLC $213.11M
1572026-01-15 17:03:48FOUNDERS CAPITAL MANAGEMENT $192.58M
1582026-01-15 16:54:21MEMBERS TRUST CO $3.07B
1592026-01-15 16:53:11COUNTERWEIGHT VENTURES LLC $178.27M
1602026-01-15 16:45:18PFG PRIVATE WEALTH MANAGEMENT LLC $228.58M
1612026-01-15 16:35:32LODESTONE WEALTH MANAGEMENT LLC $245.56M
1622026-01-15 16:35:04FRANK RIMERMAN ADVISORS LLC $1.58B
1632026-01-15 16:31:42NILSINE PARTNERS LLC $1.15B
1642026-01-15 16:30:44KRS CAPITAL MANAGEMENT LLC $173.89M
1652026-01-15 16:27:09STONEPINE ASSET MANAGEMENT INC $16.09B
1662026-01-15 16:24:14SAGE CAPITAL MANAGEMENT LLC $216.41M
1672026-01-15 16:19:57LECONTE WEALTH MANAGEMENT LLC $153.06M
1682026-01-15 16:18:39INDEPENDENCE FINANCIAL ADVISORS LLC $363.80M
1692026-01-15 16:18:10HARTMANN TAYLOR WEALTH MANAGEMENT LLC $148.12M
1702026-01-15 16:09:49WHITE WING WEALTH MANAGEMENT $167.51M
1712026-01-15 16:09:23BRICKTOWN CAPITAL LLC $594.03M
1722026-01-15 16:02:23MY PERSONAL CFO LLC $239.70M
1732026-01-15 16:00:34WESTMOUNT PARTNERS LLC $401.11M
1742026-01-15 15:59:03CANNON ADVISORS INC $141.77M
1752026-01-15 15:56:28DB FITZPATRICK & CO INC $112.51M
1762026-01-15 15:54:46NISA INVESTMENT ADVISORS LLC $30.29B
1772026-01-15 15:52:47BURNS MATTESON CAPITAL MANAGEMENT LLC $285.34M
1782026-01-15 15:51:42ECON FINANCIAL SERVICES CORP $199.43M
1792026-01-15 15:51:33HIGHLINE WEALTH PARTNERS LLC $355.48M
1802026-01-15 15:49:41GUNDERSON CAPITAL MANAGEMENT INC $221.88M
1812026-01-15 15:49:21ENZI WEALTH $283.60M
1822026-01-15 15:49:07DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC $163.52M
1832026-01-15 15:46:45MONUMENT GROUP WEALTH ADVISORS LLC $183.45M
1842026-01-15 15:46:06GREAT WATERS WEALTH MANAGEMENT $909.01M
1852026-01-15 15:45:41THREE SEASONS WEALTH LLC $1.05B
1862026-01-15 15:44:38ERN FINANCIAL LLC $531.85M
1872026-01-15 15:42:51FORTITUDE FAMILY OFFICE LLC $429.76M
1882026-01-15 15:42:47COMMUNITY FINANCIAL SERVICES GROUP LLC $544.60M
1892026-01-15 15:42:29CHERRY CREEK INVESTMENT ADVISORS INC $233.84M
1902026-01-15 15:34:46BTC CAPITAL MANAGEMENT INC $1.43B
1912026-01-15 15:27:35INVESTMENT PARTNERS ASSET MANAGEMENT INC $160.64M
1922026-01-15 15:21:03COBBLESTONE ASSET MANAGEMENT LLC $222.78M
1932026-01-15 15:20:54NIKULSKI FINANCIAL INC $418.27M
1942026-01-15 15:20:37ACT WEALTH MANAGEMENT LLC $305.74M
1952026-01-15 15:17:58ADG WEALTH MANAGEMENT GROUP LLC $132.01M
1962026-01-15 15:15:48FULCRUM CAPITAL LLC $497.96M
1972026-01-15 15:11:03SANTORI PETERS INC $293.00M
1982026-01-15 15:02:05MEYER HANDELMAN CO $3.19B
1992026-01-15 14:52:24MOODY LYNN LIEBERSON LLC $1.89B
2002026-01-15 14:51:41GFG CAPITAL LLC $280.66M
2012026-01-15 14:51:08MFA WEALTH SERVICES $148.00M
2022026-01-15 14:49:25HEIRLOOM WEALTH MANAGEMENT $432.63M
2032026-01-15 14:45:56FIFTH THIRD WEALTH ADVISORS LLC $2.85B
2042026-01-15 14:44:37ARCHFORD CAPITAL STRATEGIES LLC $858.07M
2052026-01-15 14:41:46GUIDED CAPITAL WEALTH MANAGEMENT LLC $142.69M
2062026-01-15 14:39:37SHRIER WEALTH MANAGEMENT LLC $253.89M
2072026-01-15 14:36:57AVANT FINANCIAL ADVISORS LLC $139.14M
2082026-01-15 14:36:44BRADY MARTZ WEALTH SOLUTIONS LLC $567.94M
2092026-01-15 14:36:29XENA FINANCIAL PLANNING LLC $85.16M
2102026-01-15 14:35:59DOCK STREET ASSET MANAGEMENT INC $1.09B
2112026-01-15 14:33:00JAMISON PRIVATE WEALTH MANAGEMENT INC $823.05M
2122026-01-15 14:31:33AFFINITY WEALTH MANAGEMENT $703.38M
2132026-01-15 14:31:17ROCKLAND TRUST CO $2.54B
2142026-01-15 14:30:00SAXONY CAPITAL MANAGEMENT LLC $163.13M
2152026-01-15 14:26:55BRIGHT ROCK CAPITAL MANAGEMENT LLC $508.70M
2162026-01-15 14:24:38PARKWOODS WEALTH PARTNERS LLC $339.92M
2172026-01-15 14:12:52LORD & RICHARDS WEALTH MANAGEMENT LLC $116.44M
2182026-01-15 14:01:37STEWARDSHIP ADVISORS LLC $432.65M
2192026-01-15 14:00:38PROFESSIONAL FINANCIAL ADVISORS LLC $489.57M
2202026-01-15 13:56:17ONE + ONE WEALTH MANAGEMENT LLC $216.87M
2212026-01-15 13:55:05RAUB BROCK CAPITAL MANAGEMENT LP $448.94M
2222026-01-15 13:54:52ROYAL FUND MANAGEMENT LLC $1.10B
2232026-01-15 13:47:37RANGE FINANCIAL GROUP LLC $289.00M
2242026-01-15 13:47:35LEWIS ASSET MANAGEMENT LLC $245.57M
2252026-01-15 13:46:05SPIRIT OF AMERICA MANAGEMENT CORP NY $471.59M
2262026-01-15 13:43:56ALPINE BANK WEALTH MANAGEMENT $706.77M
2272026-01-15 13:41:24FOUNDATION WEALTH MANAGEMENT LLC PA $275.58M
2282026-01-15 13:41:16INDEPENDENT INVESTORS INC $538.14M
2292026-01-15 13:40:54PALLER FINANCIAL SERVICES INC $124.74M
2302026-01-15 13:40:04SHUM FINANCIAL GROUP INC $138.83M
2312026-01-15 13:39:12HARA CAPITAL LLC $179.74M
2322026-01-15 13:33:23FOSTER MOTLEY INC $1.88M
2332026-01-15 13:31:53BIRCH FINANCIAL GROUP LLC $175.38M
2342026-01-15 13:30:1725 LLC $315.12M
2352026-01-15 13:26:54SOLLINDA CAPITAL MANAGEMENT LLC $391.47M
2362026-01-15 13:15:14GEN FINANCIAL MANAGEMENT INC $158.83M
2372026-01-15 13:10:02STRATEGIC POINT INVESTMENT ADVISORS LLC $723.16M
2382026-01-15 13:06:20HOFER & ASSOCIATES INC $188.74M
2392026-01-15 12:59:41OXENFREE CAPITAL LLC $190.23M
2402026-01-15 12:56:35MOTIVE WEALTH ADVISORS $234.80M
2412026-01-15 12:56:35JP WEALTH MANAGEMENT INC $141.47M
2422026-01-15 12:48:584J WEALTH MANAGEMENT LLC $174.70M
2432026-01-15 12:46:02REFINED WEALTH MANAGEMENT $148.56M
2442026-01-15 12:42:37BOIT C F DAVID $231.40M
2452026-01-15 12:40:03TRUST CO $1.07B
2462026-01-15 12:33:40ROCHESTER WEALTH STRATEGIES LLC $159.25M
2472026-01-15 12:33:04LIFEGOAL WEALTH ADVISORS $150.08M
2482026-01-15 12:21:03SILVER OAK SECURITIES INC $1.48B
2492026-01-15 12:17:44MCGLONE SUTTNER WEALTH MANAGEMENT INC $743.43M
2502026-01-15 12:07:12DIXON FNANCIAL SERVICES INC $225.55M
2512026-01-15 12:05:08INFINITY WEALTH COUNSEL LLC $109.77M
2522026-01-15 11:55:38JAFFETILCHIN INVESTMENT PARTNERS LLC $1.71B
2532026-01-15 11:50:30ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC $61.73B
2542026-01-15 11:42:28ZEVENBERGEN CAPITAL INVESTMENTS LLC $4.50B
2552026-01-15 11:42:05BROOKSTONE CAPITAL MANAGEMENT $8.74B
2562026-01-15 11:39:49GLEASON GROUP INC $1.02B
2572026-01-15 11:36:20WILLIAM MARSH RICE UNIVERSITY $203.46M
2582026-01-15 11:36:06BERNARD WEALTH MANAGEMENT CORP $246.47M
2592026-01-15 11:34:02VAUGHAN NELSON INVESTMENT MANAGEMENT LP $10.23B
2602026-01-15 11:22:51KIECKHEFER GROUP LLC $210.16M
2612026-01-15 11:19:19STOCKMAN ASSET MANAGEMENT $858.61M
2622026-01-15 11:18:27ACIMA PRIVATE WEALTH LLC $322.23M
2632026-01-15 11:05:19SIGNATURE WEALTH MANAGEMENT GROUP $245.28M
2642026-01-15 10:54:26SOLITUDE FINANCIAL SERVICES $303.31M
2652026-01-15 10:53:32PALADIN WEALTH LLC $146.46M
2662026-01-15 10:52:19WINDSOR CAPITAL MANAGEMENT LLC $362.28M
2672026-01-15 10:37:43LIGHTHOUSE WEALTH MANAGEMENT INC $146.37M
2682026-01-15 10:37:20FINANCIAL PLANNING HAWAII INC $173.57M
2692026-01-15 10:26:20REBALANCE LLC $1.71B
2702026-01-15 10:24:27QSM ASSET MANAGEMENT LTD $174.73M
2712026-01-15 10:23:52ALHAMBRA INVESTMENT PARTNERS LLC $214.96M
2722026-01-15 10:22:39DELTA CAPITAL MANAGEMENT LLC $177.97M
2732026-01-15 10:16:36JAMES HAMBRO PARTNERS $2.80B
2742026-01-15 10:12:30SHAH CAPITAL MANAGEMENT $518.51M
2752026-01-15 10:09:35APRICUS WEALTH LLC $195.80M
2762026-01-15 09:50:11BOSTON COMMON ASSET MANAGEMENT LLC $1.97B
2772026-01-15 09:48:25SAVIOR LLC $27.69M
2782026-01-15 09:45:21ORRSTOWN FINANCIAL SERVICES INC $599.81M
2792026-01-15 09:45:17COREPATH WEALTH PARTNERS LLC $149.14M
2802026-01-15 09:38:43RETIREMENT SYSTEMS OF ALABAMA $30.80B
2812026-01-15 09:38:19PACIFIC CAPITAL PARTNERS LTD $94.16M
2822026-01-15 09:35:44HARRELL INVESTMENT PARTNERS LLC $424.03M
2832026-01-15 09:29:58NORTHSTAR ADVISORY GROUP LLC $281.53M
2842026-01-15 09:26:08POLARIS INVESTMENT ADVISORS LLC $138.36M
2852026-01-15 09:21:12PRESIDIO CAPITAL MANAGEMENT LLC $332.86M
2862026-01-15 09:11:54CLG LLC $401.65M
2872026-01-15 09:08:23EURO PACIFIC ASSET MANAGEMENT LLC $900.93K
2882026-01-15 09:03:58POLIANTA LTD $764.17K
2892026-01-15 08:39:12CASSILLY FINANCIAL GROUP LLC $113.13M
2902026-01-15 08:36:05BANK OF FINLAND $1.44B
2912026-01-15 08:33:31J SAFRA SARASIN HOLDING AG $6.15B
2922026-01-15 08:01:13ALM FIRST FINANCIAL ADVISORS LLC $504.92M
2932026-01-15 07:44:49AQUAMARINE ZURICH AG $147.54K
2942026-01-15 07:33:12WESTEND CAPITAL MANAGEMENT LLC $356.85M
2952026-01-15 07:14:58MN SERVICES VERMOGENSBEHEER B V $16.25M
2962026-01-15 06:07:38WEALTHNAVI INC $11.32M
2972026-01-14 21:13:30WEALTH QUARTERBACK LLC $277.74M
2982026-01-14 19:17:06RIVERTREE ADVISORS LLC $156.85M
2992026-01-14 19:14:19COLUMBUS MACRO LLC $913.35M
3002026-01-14 19:13:58CRANE ADVISORY LLC $661.43M
3012026-01-14 19:13:26TOWERPOINT WEALTH LLC $252.54M
3022026-01-14 19:12:06MOR WEALTH MANAGEMENT LLC $218.79M
3032026-01-14 18:46:29QUANTUM FINANCIAL PLANNING SERVICES INC $275.89M
3042026-01-14 18:40:28PRIVATE ADVISORY GROUP LLC $1.28B
3052026-01-14 18:10:03BARLOW WEALTH PARTNERS INC $926.52M
3062026-01-14 18:08:14DEFINED WEALTH MANAGEMENT LLC $173.49M
3072026-01-14 18:03:33HAVEN CAPITAL GROUP INC $106.61M
3082026-01-14 18:01:49ADAMS ASSET ADVISORS LLC $760.06M
3092026-01-14 17:50:26WRIGHT FUND MANAGMENT LLC $2.13B
3102026-01-14 17:30:39JAMES REED FINANCIAL SERVICES INC $124.78M
3112026-01-14 17:21:36COOPER INVESTORS PTY LTD $300.93M
3122026-01-14 17:16:47YARBROUGH CAPITAL LLC $3.21B
3132026-01-14 17:15:24MERIWETHER WEALTH & PLANNING LLC $177.31M
3142026-01-14 17:06:29MERITAS WEALTH MANAGEMENT LLC $207.91M
3152026-01-14 17:05:52TRUST CO OF OKLAHOMA $342.94M
3162026-01-14 16:51:36OSHER VAN DE VOORDE INVESTMENT MANAGEMENT $462.58M
3172026-01-14 16:50:07CLARIUS GROUP LLC $1.75B
3182026-01-14 16:48:46CATTERTON MANAGEMENT COMPANY LLC $4.84B
3192026-01-14 16:48:05SJBENEN ADVISORY LLC $107.19M
3202026-01-14 16:45:56BCO WEALTH MANAGEMENT LLC $163.06M
3212026-01-14 16:41:02CENTENNIAL WEALTH ADVISORY LLC $378.07M
3222026-01-14 16:39:49CENTURION WEALTH MANAGEMENT LLC $456.54M
3232026-01-14 16:32:25ORG PARTNERS LLC $568.00M
3242026-01-14 16:30:08EMBREE FINANCIAL GROUP $815.67M
3252026-01-14 16:29:08GLOBAL VIEW CAPITAL MANAGEMENT LLC $536.50M
3262026-01-14 16:25:26SANDER CAPITAL ADVISORS INC $209.99K
3272026-01-14 16:25:02AA FINANCIAL ADVISORS LLC $540.99M
3282026-01-14 16:24:57MEADOWBROOK INVESTMENT ADVISORS LLC $117.31M
3292026-01-14 16:21:44FIRST CITY CAPITAL MANAGEMENT INC $189.27M
3302026-01-14 16:03:51STERLING INVESTMENT ADVISORS LLC ADV $206.61M
3312026-01-14 16:00:32ORG WEALTH PARTNERS LLC $425.84M
3322026-01-14 15:52:47NEUMANN CAPITAL MANAGEMENT LLC $346.13M
3332026-01-14 15:49:56MATTHEW GOFF INVESTMENT ADVISOR LLC $564.22M
3342026-01-14 15:39:38R H DINEL INVESTMENT COUNSEL INC $136.45M
3352026-01-14 15:37:46AVENTUS INVESTMENT ADVISORS INC $123.37M
3362026-01-14 15:37:45APPIAN WAY ASSET MANAGEMENT LP $0.00
3372026-01-14 15:32:55CATALYST PRIVATE WEALTH LLC $228.96M
3382026-01-14 15:30:04TRUSTEES OF DARTMOUTH COLLEGE $393.31M
3392026-01-14 15:27:49DONALDSON CAPITAL MANAGEMENT LLC $3.14B
3402026-01-14 15:26:51LANTZ FINANCIAL LLC $473.90M
3412026-01-14 15:10:28TRUEMARK INVESTMENTS LLC $523.50M
3422026-01-14 15:08:08ALLIANCE WEALTH ADVISORS LLC $230.00M
3432026-01-14 15:06:39NORTHWEST WEALTH MANAGEMENT LLC $635.52M
3442026-01-14 15:04:18HENNION AND WALSH ASSET MANAGEMENT INC $2.90B
3452026-01-14 15:00:56RUSSIA PARTNERS MANAGEMENT LLC $114.06M
3462026-01-14 14:51:35WALLINGTON ASSET MANAGEMENT LLC $788.40M
3472026-01-14 14:50:07LONGVIEW FINANCIAL ADVISORS LLC $181.38M
3482026-01-14 14:36:06HOESE AND CO LLP $140.28M
3492026-01-14 14:32:00GREENFIELD FTC INC $760.39M
3502026-01-14 14:22:44BEACON INVESTMENT ADVISORY SERVICES INC $2.45B
3512026-01-14 14:21:51WOODSTOCK CORP $1.17B
3522026-01-14 14:19:43CONRAD SIEGEL INVESTMENT ADVISORS INC $527.25M
3532026-01-14 14:19:08KLEIN PAVLIS & PEASLEY FINANCIAL INC $169.68M
3542026-01-14 14:12:34GOELZER INVESTMENT MANAGEMENT INC $2.16B
3552026-01-14 14:12:14AMI INVESTMENT MANAGEMENT INC $445.05M
3562026-01-14 14:11:54MITCHELL AND PAHLPRIVATE WEALTH LLC $240.93M
3572026-01-14 14:10:33CHATHAM CAPITAL GROUP INC $702.81M
3582026-01-14 14:10:12STEGENT EQUITY ADVISORS INC $128.30M
3592026-01-14 14:09:51PRAETORIAN WEALTH MANAGEMENT INC $503.71M
3602026-01-14 14:09:46NEW ENGLAND PROFESSIONAL PLANNING GROUP INC $238.61M
3612026-01-14 14:08:45JOHNSON BIXBY AND ASSOCIATES LLC $806.80M
3622026-01-14 14:08:27CONGRESS PARK CAPITAL LLC $334.92M
3632026-01-14 14:07:49WESPAC ADVISORS LLC $184.44M
3642026-01-14 14:06:44KEYSTONE GLOBAL PARTNERS LLC $227.35M
3652026-01-14 13:59:59THOMPSON INVESTMENT MANAGEMENT INC $797.72M
3662026-01-14 13:58:48ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC $91.69M
3672026-01-14 13:54:00KRAFT DAVIS & ASSOCIATES LLC $446.16M
3682026-01-14 13:53:16MOISAND FITZGERALD TAMAYO LLC $885.55M
3692026-01-14 13:46:08ENTERPRISE FINANCIAL SERVICES CORP $196.96M
3702026-01-14 13:29:00NOVA R WEALTH INC $274.32M
3712026-01-14 13:17:32BALLEW ADVISORS INC $177.42M
3722026-01-14 12:55:53CIBRA CAPITAL LTD $58.24M
3732026-01-14 12:55:12UNICOM SYSTEMS INC $1.02B
3742026-01-14 12:53:13SICART ASSOCIATES LLC $376.89M
3752026-01-14 12:39:35COX CAPITAL CO LLC $160.82M
3762026-01-14 12:38:00SKY INVESTMENT GROUP LLC $605.41M
3772026-01-14 12:23:41SPIRE WEALTH MANAGEMENT $2.99B
3782026-01-14 12:23:26CASCADE INVESTMENT ADVISORS INC $170.04M
3792026-01-14 12:12:26BARON WEALTH MANAGEMENT LLC $324.50M
3802026-01-14 12:10:38BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC $99.58M
3812026-01-14 12:08:11GAME PLAN FINANCIAL ADVISORS LLC $248.70M
3822026-01-14 12:05:14REDHAWK WEALTH ADVISORS INC $891.77M
3832026-01-14 11:53:02MCMAHON FINANCIAL ADVISORS LLC $473.16M
3842026-01-14 11:45:26DISCIPLINED EQUITY MANAGEMENT INC $193.00M
3852026-01-14 11:39:19CPR INVESTMENTS INC $149.01M
3862026-01-14 11:31:26EASTERN BANK $5.80B
3872026-01-14 11:29:31HUNTER PERKINS CAPITAL MANAGEMENT LLC $432.45K
3882026-01-14 11:28:47SILCHESTER INTERNATIONAL INVESTORS LLP $264.21M
3892026-01-14 11:28:00SMITH THORNTON ADVISORS LLC $196.59M
3902026-01-14 11:26:00USA FINANCIAL PORTFORMULAS CORP $549.63M
3912026-01-14 11:18:15ACROPOLIS INVESTMENT MANAGEMENT LLC $2.22B
3922026-01-14 11:14:22ACT ADVISORS LLC $253.70M
3932026-01-14 11:11:33WORTH ASSET MANAGEMENT LLC $235.79M
3942026-01-14 11:10:52LEGAL ADVANTAGE INVESTMENTS INC $216.01M
3952026-01-14 11:03:44BELL STATE BANK TRUST $2.34B
3962026-01-14 10:58:38CANOE FINANCIAL LP $7.36B
3972026-01-14 10:57:46INTRACK INVESTMENT MANAGEMENT INC $181.58M
3982026-01-14 10:52:01LINEWEAVER WEALTH ADVISORS LLC $738.77M
3992026-01-14 10:51:32BONNESS ENTERPRISES INC $289.74M
4002026-01-14 10:50:56CHESLEY TAFT ASSOCIATES LLC IL $2.53B
4012026-01-14 10:50:23PETREDIS INVESTMENT ADVISORS LLC $1.28B
4022026-01-14 10:50:01CYPRESS WEALTH SERVICES LLC $722.66M
4032026-01-14 10:49:42DLK INVESTMENT MANAGEMENT LLC $268.75M
4042026-01-14 10:49:03CUSHING CAPITAL PARTNERS LLC $135.00M
4052026-01-14 10:48:49COTTONWOOD CAPITAL ADVISORS LLC $140.28M
4062026-01-14 10:48:29BENNETT ASSOCIATES WEALTH MANAGEMENT $144.27M
4072026-01-14 10:47:58WOODWARD DIVERSIFIED CAPITAL LLC $218.31M
4082026-01-14 10:46:54CLARUS WEALTH ADVISORS $241.26M
4092026-01-14 10:46:15WOLFSTICH CAPITAL LLC $108.52M
4102026-01-14 10:45:46PROSPERITY PLANNING INC $382.31M
4112026-01-14 10:45:12TERRA NOVA ASSET MANAGEMENT LLC $151.89M
4122026-01-14 10:44:52AUCTUS ADVISORS LLC $108.50M
4132026-01-14 10:44:00YOUNGS ADVISORY GROUP INC $281.02M
4142026-01-14 10:43:40FLUENT FINANCIAL LLC $262.41M
4152026-01-14 10:43:02SHULMAN DEMEO ASSET MANAGEMENT LLC $440.95M
4162026-01-14 10:42:28WALDRON LP $2.53B
4172026-01-14 10:42:27ADVISORS MANAGEMENT GROUP INC ADV $549.51K
4182026-01-14 10:41:40CYPRESS FINANCIAL PLANNING LLC $362.22M
4192026-01-14 10:40:50BAUGH ASSOCIATES LLC $203.36M
4202026-01-14 10:40:16ONYX FINANCIAL ADVISORS LLC $235.90M
4212026-01-14 10:40:01BRAUN BOSTICH ASSOCIATES INC $162.01M
4222026-01-14 10:39:58AEGIS WEALTH MANAGEMENT LLC $176.90M
4232026-01-14 10:39:39BFI INFINITY LTD $160.70M
4242026-01-14 10:33:45BEECH HILL ADVISORS INC $208.93M
4252026-01-14 10:33:26GUARDIAN FINANCIAL PARTNERS LLC $237.15M
4262026-01-14 10:31:24LVW ADVISORS LLC $986.57M
4272026-01-14 10:31:02MECHANICS BANK TRUST DEPARTMENT $763.65M
4282026-01-14 10:30:26CORNERSTONE WEALTH ADVISORS INC $429.98M
4292026-01-14 10:29:32ALLODIUM INVESTMENT CONSULTANTS LLC $197.34M
4302026-01-14 10:28:58WEIL COMPANY INC $434.79M
4312026-01-14 10:28:33BOND AND DEVICK FINANCIAL NETWORK INC $355.07M
4322026-01-14 10:26:51NEPSIS CAPITAL MANAGEMENT INC $323.63M
4332026-01-14 10:26:29OAK ASSET MANAGEMENT LLC $293.20M
4342026-01-14 10:26:12QUAD CITIES INVESTMENT GROUP LLC $242.36M
4352026-01-14 10:25:48CAMELOT TECHNOLOGY ADVISORS INC $134.75M
4362026-01-14 10:24:29MIRADOR CAPITAL PARTNERS LP $729.51M
4372026-01-14 10:22:02FIRST COUNTY BANK CT $190.98M
4382026-01-14 10:19:56KAUFMAN ROSSIN WEALTH LLC $192.05M
4392026-01-14 10:19:21WAYCROSS PARTNERS LLC $1.22B
4402026-01-14 10:14:57A D BEADELL INVESTMENT COUNSEL INC $153.99K
4412026-01-14 10:13:20SOUTHLAND EQUITY PARTNERS LLC $506.69M
4422026-01-14 10:09:36STILLWATER CAPITAL ADVISORS LLC $930.39M
4432026-01-14 10:06:30WEDGE CAPITAL MANAGEMENTLLPNC $5.57B
4442026-01-14 10:06:14FLYWHEEL PRIVATE WEALTH LLC $160.15M
4452026-01-14 10:01:04EXCHANGE TRADED CONCEPTS LLC $13.14B
4462026-01-14 09:55:06WEALTHCARE CAPITAL PARTNERS LLC $213.42M
4472026-01-14 09:52:24WEALTHCARE ADVISORY PARTNERS LLC $5.09B
4482026-01-14 09:49:27WINCAP FINANCIAL LLC $145.67M
4492026-01-14 09:46:08BOURNE LENT ASSET MANAGEMENT INC $301.49M
4502026-01-14 09:38:34GENERALI INVESTMENTS CEE INVESTICNI SPOLECNOST AS $1.42B
4512026-01-14 09:34:02AMIRAL GESTION $271.97M
4522026-01-14 09:31:03CHEMUNG CANAL TRUST CO $505.16M
4532026-01-14 09:29:39BREWSTER FINANCIAL PLANNING LLC $162.73M
4542026-01-14 09:20:14FAIRVOY PRIVATE WEALTH LLC $446.66M
4552026-01-14 09:20:08WHITCOMB & HESS INC $424.05M
4562026-01-14 09:19:26CRUMLY ASSOCIATES INC $476.71M
4572026-01-14 09:15:34CHRIS BULMAN INC $226.11M
4582026-01-14 09:09:10LEE KELLEHER WEALTH MANAGEMENT $167.60M
4592026-01-14 08:55:18PALLAS CAPITAL ADVISORS LLC $3.03B
4602026-01-14 08:54:09ELEVATUS WELATH MANAGEMENT $365.74M
4612026-01-14 08:54:03PETROS FAMILY WEALTH LLC $150.21M
4622026-01-14 08:52:43EAGLE ROCK INVESTMENT COMPANY LLC $708.81M
4632026-01-14 08:49:29TRUE VISION MN LLC $196.77M
4642026-01-14 08:47:49WOLFF WIESE MAGANA LLC $182.61M
4652026-01-14 08:45:48INTERNATIONAL PRIVATE WEALTH ADVISORS LLC $158.79M
4662026-01-14 08:41:55VERUM PARTNERS LLC $496.02M
4672026-01-14 08:41:26EDGEROCK CAPITAL LLC $375.78M
4682026-01-14 08:14:11INVESTRUST $258.62M
4692026-01-14 07:01:35HOURGLASS CAPITAL LLC $463.68M
4702026-01-13 21:24:39ROMANO BROTHERS AND COMPANY $879.95M
4712026-01-13 21:07:10Q FUND MANAGEMENT (HONG KONG) LTD $106.53M
4722026-01-13 19:31:41HILLTOP WEALTH ADVISORS LLC $199.14M
4732026-01-13 19:04:23LEONARD RICKEY INVESTMENT ADVISORS P L L C $553.05M
4742026-01-13 18:40:41KMG FIDUCIARY PARTNERS LLC $1.41B
4752026-01-13 18:38:15J L BAINBRIDGE CO INC $1.24B
4762026-01-13 18:38:04EMERGENT WEALTH ADVISORS LLC $177.78M
4772026-01-13 18:34:53ACCURATE WEALTH MANAGEMENT LLC $788.01M
4782026-01-13 18:22:21GENERATE INVESTMENT MANAGEMENT LTD $2.19B
4792026-01-13 18:10:38TRADEWINDS CAPITAL MANAGEMENT LLC $474.17M
4802026-01-13 18:03:44IRONWOOD WEALTH MANAGEMENT INC $222.92M
4812026-01-13 17:55:12LEGACY SOLUTIONS LLC $113.82M
4822026-01-13 17:50:40ENCLAVE ADVISORS LLC $705.69M
4832026-01-13 17:49:07MB LEVIS & ASSOCIATES LLC $237.55M
4842026-01-13 17:45:33SHERMAN WEALTH MANAGEMENT LLC $100.06M
4852026-01-13 17:44:34PATHWAY FINANCIAL ADVISORS LLC $795.98M
4862026-01-13 17:42:21BWM PLANNING LLC $374.23M
4872026-01-13 17:39:56NET WORTH ADVISORY GROUP $494.56M
4882026-01-13 17:35:35JFS WEALTH ADVISORS LLC $1.78B
4892026-01-13 17:34:19FAMILY WEALTH PARTNERS LLC $277.44M
4902026-01-13 17:27:37TRINITY FINANCIAL ADVISORS LLC $357.57M
4912026-01-13 17:25:46CAPITAL INVESTMENT ADVISORS LLC $6.57B
4922026-01-13 17:18:41GILLESPIE ROBINSON GRIMM INC $1.43B
4932026-01-13 17:17:37TEAM FINANCIAL GROUP LLC $220.42M
4942026-01-13 17:16:03OAKMONT PARTNERS LLC $5.64B
4952026-01-13 17:15:32CHERRYDALE WEALTH MANAGEMENT LLC $329.45M
4962026-01-13 17:12:57TRUST POINT INC $1.27B
4972026-01-13 17:11:53STEPHENS CONSULTING LLC $309.45M
4982026-01-13 17:11:46ADAMSBROWN WEALTH CONSULTANTS LLC $359.24M
4992026-01-13 17:07:45AVAII WEALTH MANAGEMENT LLC $275.94M
5002026-01-13 17:04:48GLOBAL X JAPAN CO LTD $1.31B
5012026-01-13 17:04:21CORECAP ADVISORS LLC $2.86B
5022026-01-13 16:44:17SHEARWATER CAPITAL LLC $174.21M
5032026-01-13 16:40:20MATRIX TRUST CO $605.85K
5042026-01-13 16:38:23SHARKEY HOWES JAVER $786.76M
5052026-01-13 16:36:15MATHER GROUP INC $9.71B
5062026-01-13 16:35:07AUSBIL INVESTMENT MANAGEMENT LTD $175.93M
5072026-01-13 16:09:05ALTA PARTNERS MANAGEMENT COMPANY LP $103.59M
5082026-01-13 16:02:08GRANITE GROUP ADVISORS LLC $176.55M
5092026-01-13 16:00:15DAILY JOURNAL CORP $276.65M
5102026-01-13 15:40:15SAGE ADVISORS LLC $150.84M
5112026-01-13 15:38:34FSA INVESTMENT GROUP LLC $164.04M
5122026-01-13 15:13:23GEREMIA FINANCIAL SERVICES LLC $121.22M
5132026-01-13 15:09:16VALUE HOLDINGS MANAGEMENT CO LLC $597.73K
5142026-01-13 14:51:17CORBYN INVESTMENT MANAGEMENT INC MD $342.30M
5152026-01-13 14:27:01LONGVIEW WEALTH MANAGEMENT $414.09M
5162026-01-13 14:25:17QUADRATIC CAPITAL MANAGEMENT LLC $391.16M
5172026-01-13 14:22:43STONEHEARTH CAPITAL MANAGEMENT LLC $270.30M
5182026-01-13 13:55:44FORT WASHINGTON INVESTMENT ADVISORS INC OH $18.78B
5192026-01-13 13:44:17SYNERGY FINANCIAL MANAGEMENT LLC $961.55M
5202026-01-13 13:26:17CMH WEALTH MANAGEMENT LLC $466.85M
5212026-01-13 13:24:11NEW COVENANT TRUST COMPANY NA $110.85M
5222026-01-13 13:21:09FC ADVISORY LLC $348.05M
5232026-01-13 13:20:0521 WEST WEALTH MANAGEMENT LLC $109.42M
5242026-01-13 13:16:48WALLER FINANCIAL PLANNING GROUP INC $450.35M
5252026-01-13 13:10:42TWO WEST CAPITAL ADVISORS LLC $172.05M
5262026-01-13 12:54:27JOHN W BROOKER AND CO CPAS $55.86M
5272026-01-13 12:48:48PARSONS CAPITAL MANAGEMENT INC RI $1.82B
5282026-01-13 12:26:56KELLY FINANCIAL SERVICES LLC $398.99M
5292026-01-13 12:21:41MOULTON WEALTH MANAGEMENT INC $105.51M
5302026-01-13 12:07:27SMI ADVISORY SERVICES LLC $580.29M
5312026-01-13 12:00:21BAKER CHAD R $557.39M
5322026-01-13 11:55:04RIVERBRIDGE PARTNERS LLC $5.33B
5332026-01-13 11:48:49WEST FINANCIAL ADVISORS LLC $592.67M
5342026-01-13 11:44:44KATHMERE CAPITAL MANAGEMENT LLC $1.49B
5352026-01-13 11:39:09CPA ASSET MANAGEMENT LLC $284.97M
5362026-01-13 11:32:08RAMSEY QUANTITATIVE SYSTEMS $109.85M
5372026-01-13 11:28:32TRIANGLE SECURITIES WEALTH MANAGEMENT $474.32M
5382026-01-13 11:24:16BUTTONWOOD FINANCIAL GROUP LLC $188.14M
5392026-01-13 11:10:11SYQUANT CAPITAL SAS $817.19K
5402026-01-13 11:09:36BUTENSKY COHEN FINANCIAL SECURITY INC $369.58M
5412026-01-13 10:59:26PARTNERRE ASSET MANAGEMENT CORP $139.46M
5422026-01-13 10:52:26IFG ADVISORS LLC $600.82M
5432026-01-13 10:48:46ROYAL BANK OF SCOTLAND GROUP PLC $429.57M
5442026-01-13 10:26:04ALBERT D MASON INC $151.95M
5452026-01-13 10:18:57CADENT CAPITAL ADVISORS LLC $389.76M
5462026-01-13 09:58:55BANK & TRUST CO $141.61M
5472026-01-13 09:58:19NORDEN GROUP LLC $1.02B
5482026-01-13 09:41:23BOSTONPREMIER WEALTH LLC $195.15M
5492026-01-13 09:38:34FORTHRIGHT WEALTH MANAGEMENT LLC $347.84M
5502026-01-13 09:37:08FMA WEALTH MANAGEMENT LLC $154.28M
5512026-01-13 09:35:55GUERRA PAN ADVISORS LLC $168.54M
5522026-01-13 09:35:22SENDERO WEALTH MANAGEMENT LLC $902.07M
5532026-01-13 09:34:24MAYFLOWER FINANCIAL ADVISORS LLC $826.87M
5542026-01-13 09:32:33STABLEPOINT PARTNERS LLC $640.93M
5552026-01-13 09:31:06BALANCED WEALTH GROUP LLC $273.30M
5562026-01-13 09:29:54REGATTA CAPITAL GROUP LLC $662.10M
5572026-01-13 09:27:18WELL DONE LLC $669.11M
5582026-01-13 09:23:09PRESILIUM PRIVATE WEALTH LLC $547.38M
5592026-01-13 09:09:34COMPTON WEALTH ADVISORY GROUP LLC $457.54M
5602026-01-13 09:06:03ARGENTARII LLC $307.15M
5612026-01-13 08:52:38STABLEFORD CAPITAL II LLC $276.82M
5622026-01-13 08:36:02MCCLARREN FINANCIAL ADVISORS INC $167.58M
5632026-01-13 08:27:24SIGNATURE SECURITIES GROUP CORPORATION $298.65M
5642026-01-13 08:23:36LIONSHEAD WEALTH MANAGEMENT LLC $133.04M
5652026-01-13 08:15:49FIRST FINANCIAL CORP IN $264.94M
5662026-01-13 08:12:28TRUST ASSET MANAGEMENT LLC $1.47B
5672026-01-13 07:17:55STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD $3.25B
5682026-01-12 21:37:57WYNN CAPITAL LLC $205.89M
5692026-01-12 21:34:12DEFINE FINANCIAL LLC $176.42M
5702026-01-12 21:30:35ROBERTS WEALTH ADVISORS LLC $383.20M
5712026-01-12 21:25:08SIGNAL ADVISORS WEALTH LLC $1.26B
5722026-01-12 21:13:46GIBSON WEALTH ADVISORS LLC $145.87M
5732026-01-12 21:08:05SPRING CAPITAL MANAGEMENT LLC $197.54M
5742026-01-12 21:02:33SCRATCH CAPITAL LLC $152.82M
5752026-01-12 20:41:32DREAM PEAK CAPITAL LTD $970.99M
5762026-01-12 19:19:06HARRINGTON INVESTMENTS INC $199.07M
5772026-01-12 18:53:16FERGUSON WELLMAN CAPITAL MANAGEMENT INC $6.24B
5782026-01-12 18:17:48EXCHANGE BANK $144.59M
5792026-01-12 17:45:16OLISTICO WEALTH LLC $204.99M
5802026-01-12 17:32:15NERDWALLET WEALTH PARTNERS LLC $223.10M
5812026-01-12 17:22:56PEAK FINANCIAL ADVISORS LLC $226.76M
5822026-01-12 17:09:37KOPP FAMILY OFFICE LLC $156.66M
5832026-01-12 17:07:54SILVERLEAFE CAPITAL PARTNERS LLC $337.22M
5842026-01-12 17:01:21PERKINS COIE TRUST CO $536.99M
5852026-01-12 16:56:42BENIN MANAGEMENT CORP $448.02M
5862026-01-12 16:48:48CISCO SYSTEMS INC $329.04M
5872026-01-12 16:42:20KOZAK AND ASSOCIATES INC $517.55M
5882026-01-12 16:38:40CASTLEVIEW PARTNERS LLC $201.81M
5892026-01-12 16:28:02THOMPSON DAVIS & CO INC $167.04M
5902026-01-12 16:27:14REMPART ASSET MANAGEMENT INC $529.09M
5912026-01-12 16:21:22PARAGON ADVISORS LLC $368.09M
5922026-01-12 16:16:31FFG RETIREMENT ADVISORS LLC $161.23M
5932026-01-12 16:14:28SEACREST WEALTH MANAGEMENT LLC $988.21M
5942026-01-12 16:12:33SENTINEL PENSION ADVISORS INC $651.01M
5952026-01-12 16:09:30CB T WEALTH MANAGEMENT $298.00M
5962026-01-12 16:07:29ROBLE BELKO COMPANY INC $762.96K
5972026-01-12 16:04:58TRAYNOR CAPITAL MANAGEMENT INC $1.87B
5982026-01-12 15:59:52LANCASTER INVESTMENT MANAGEMENT LLP $194.96K
5992026-01-12 15:49:22HICKORY POINT BANK & TRUST $137.86M
6002026-01-12 15:49:16FIRST MERCHANTS CORP $2.70B
6012026-01-12 15:40:29BYRNE ASSET MANAGEMENT LLC $181.13M
6022026-01-12 15:26:12CCM INVESTMENT ADVISERS LLC $1.04B
6032026-01-12 15:20:15FREESTATE ADVISORS LLC $130.15M
6042026-01-12 15:16:18ROBINSON VALUE MANAGEMENT LTD $184.95M
6052026-01-12 15:12:25ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $251.11K
6062026-01-12 15:09:46WORLD EQUITY GROUP INC $358.25M
6072026-01-12 15:08:34QALHAT CAPITAL LTD $0.00
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6092026-01-12 15:07:04BURNS J W CO INC NY $903.32M
6102026-01-12 15:06:11NATIONAL WEALTH MANAGEMENT GROUP LLC $288.52M
6112026-01-12 14:43:58CONNECTIVE PORTFOLIO MANAGEMENT LLC $55.50M
6122026-01-12 14:38:24HEARTWOOD WEALTH ADVISORS LLC $1.09B
6132026-01-12 14:32:40HOLLAND ADVISORY SERVICES INC $74.11M
6142026-01-12 14:28:12TILIA FIDUCIARY PARTNERS INC $181.16M
6152026-01-12 14:27:06HWG HOLDINGS LP $412.71M
6162026-01-12 14:14:16PHYSICIAN WEALTH SOLUTIONS INC $235.77M
6172026-01-12 14:09:15STOKES CAPITAL ADVISORS LLC $437.86M
6182026-01-12 14:05:50PUREFI WEALTH LLC $130.54M
6192026-01-12 14:03:43CENTRAL VALLEY ADVISORS LLC $334.72M
6202026-01-12 14:02:36CVA FAMILY OFFICE LLC $869.46M
6212026-01-12 13:48:09SAX WEALTH ADVISORS LLC $2.13B
6222026-01-12 13:47:04CORDANT INC $238.50M
6232026-01-12 13:37:36RICHARD P SLAUGHTER ASSOCIATES INC $477.09M
6242026-01-12 13:36:14DEFENDER CAPITAL LLC $308.65M
6252026-01-12 13:10:24CLIENT 1ST ADVISORY GROUP LLC $319.80M
6262026-01-12 12:49:24EVOLUTION WEALTH ADVISORS LLC $992.19M
6272026-01-12 12:46:30CULLEN INVESTMENT GROUP LTD $771.36M
6282026-01-12 12:46:23CANVAS WEALTH ADVISORS LLC $588.89M
6292026-01-12 12:46:01OPTIVISE ADVISORY SERVICES LLC $173.47M
6302026-01-12 12:34:19MYECFO LLC $235.59M
6312026-01-12 12:28:52BATH SAVINGS TRUST CO $1.00B
6322026-01-12 12:26:52EASTOVER INVESTMENT ADVISORS LLC $227.40M
6332026-01-12 12:20:18AUOUR INVESTMENTS LLC $314.30M
6342026-01-12 12:08:02PROFESSIONAL ADVISORY SERVICES INC $771.61K
6352026-01-12 12:06:33EAGLE CAPITAL MANAGEMENT LLC LA $274.96K
6362026-01-12 12:05:13VIKING FUND MANAGEMENT LLC $862.78M
6372026-01-12 11:52:35TL PRIVATE WEALTH $265.18M
6382026-01-12 11:49:23MOODY NATIONAL BANK TRUST DIVISION $1.04B
6392026-01-12 11:45:29WISER WEALTH MANAGEMENT INC $449.75M
6402026-01-12 11:44:11BREAKTHRU ADVISORY SERVICES LLC $156.47M
6412026-01-12 11:44:06PRIVATE WEALTH GROUP LLC $208.46M
6422026-01-12 11:40:29SCHAPER BENZ WISE INVESTMENT COUNSEL INC WI $1.38B
6432026-01-12 11:32:54ONE ADVISORY PARTNERS LLC $331.64M
6442026-01-12 11:29:41DAVENPORT CO LLC $18.77B
6452026-01-12 11:27:39RYAN INVESTMENT MANAGEMENT INC $180.57M
6462026-01-12 11:19:50HERITAGE FAMILY OFFICES LLP $220.04M
6472026-01-12 11:04:41ARS WEALTH ADVISORS GROUP LLC $1.11B
6482026-01-12 11:01:37PENSIONFUND SABIC $368.68K
6492026-01-12 11:00:53HOWARD FINANCIAL SERVICES LTD $855.15M
6502026-01-12 10:57:25ARKFELD WEALTH STRATEGIES L L C $290.90M
6512026-01-12 10:50:35STOLPER CO $339.49K
6522026-01-12 10:45:36BULWARK CAPITAL CORP $140.63M
6532026-01-12 10:42:11LIFELONG WEALTH ADVISORS INC $377.32M
6542026-01-12 10:41:30PFW ADVISORS LLC $331.11M
6552026-01-12 10:40:18KEMPNER CAPITAL MANAGEMENT INC $105.83M
6562026-01-12 10:39:14LAUER WEALTH LLC $134.68M
6572026-01-12 10:30:20THAYER FINANCIAL LLC $94.61M
6582026-01-12 10:25:45FARRELL FINANCIAL LLC $169.56M
6592026-01-12 10:23:51SHOTWELL RUTTER BAER INC $166.55M
6602026-01-12 10:22:12ARBOR WEALTH ADVISORS LLC $140.33M
6612026-01-12 10:19:57FOCUS FINANCIAL NETWORK INC $2.87B
6622026-01-12 10:17:59SHIRA RIDGE WEALTH MANAGEMENT $248.94M
6632026-01-12 10:16:22SCOTT CAPITAL ADVISORS LLC $451.40M
6642026-01-12 10:16:01ARLINGTON FINANCIAL ADVISORS LLC $698.09M
6652026-01-12 10:15:15QUANTUM FINANCIAL ADVISORS LLC $890.54M
6662026-01-12 10:14:35DIVERGENT PLANNING LLC $391.54M
6672026-01-12 10:14:03JGP WEALTH MANAGEMENT LLC $959.47M
6682026-01-12 10:13:44HARBOR GROUP INC $668.18M
6692026-01-12 10:13:30E OHMAN J:OR ASSET MANAGEMENT AB $4.30B
6702026-01-12 10:13:26EDGE WEALTH MANAGEMENT LLC $566.49M
6712026-01-12 10:13:08SALVUS WEALTH MANAGEMENT LLC $178.85M
6722026-01-12 10:11:39FOSTER GROUP INC $3.31B
6732026-01-12 10:11:34FIDUCIARY FINANCIAL GROUP LLC $707.98M
6742026-01-12 10:10:44EVANSON ASSET MANAGEMENT LLC $1.85B
6752026-01-12 10:10:08CURATED WEALTH PARTNERS LLC $925.32M
6762026-01-12 10:09:11ME ALLISON & CO INC $147.17M
6772026-01-12 10:08:45SKYLINE ADVISORS INC $299.57M
6782026-01-12 10:08:38MACKEY KOMARA DANKOVICH LLC $100.01M
6792026-01-12 10:08:11UHLMANN PRICE SECURITIES LLC $168.73M
6802026-01-12 10:07:09WEALTH GROUP LTD $446.78M
6812026-01-12 10:06:49FJELL CAPITAL LLC $130.43M
6822026-01-12 10:06:11VISIONPOINT ADVISORY GROUP LLC $513.35M
6832026-01-12 10:05:46BRUCKE FINANCIAL INC $182.92M
6842026-01-12 10:05:14ARCHER INVESTMENT MANAGEMENT LLC $185.88M
6852026-01-12 10:04:51SPINNAKER INVESTMENT GROUP LLC $551.37M
6862026-01-12 10:04:16LEE JOHNSON CAPITAL MANAGEMENT LLC $291.54M
6872026-01-12 10:03:08THRIVE WEALTH MANAGEMENT LLC $680.72M
6882026-01-12 10:02:33WEALTH MANAGEMENT PARTNERS LLC $350.21M
6892026-01-12 10:01:35SHERRILL & HUTCHINS FINANCIAL ADVISORY INC $141.03M
6902026-01-12 10:00:05WILLNER & HELLER LLC $139.15M
6912026-01-12 09:59:53POWSZECHNE TOWARZYSTWO EMERYTALNE ALLIANZ POLSKA SA $315.93M
6922026-01-12 09:59:41BILL FEW ASSOCIATES INC $406.85M
6932026-01-12 09:58:58CONTRAVISORY INVESTMENT MANAGEMENT INC $504.77M
6942026-01-12 09:58:47LEGACY WEALTH ASSET MANAGEMENT LLC $407.06M
6952026-01-12 09:58:25KWB WEALTH $1.06B
6962026-01-12 09:57:54SYSTRADE AG $163.93M
6972026-01-12 09:57:19BEACON FINANCIAL STRATEGIES CORP $179.15M
6982026-01-12 09:56:26ORSER CAPITAL MANAGEMENT LLC $176.96M
6992026-01-12 09:55:38DAVID J YVARS GROUP $187.89M
7002026-01-12 09:55:19MCNAUGHTON WEALTH MANAGEMENT LLC $242.87M
7012026-01-12 09:54:45AMPLIUS WEALTH ADVISORS LLC $1.19B
7022026-01-12 09:54:43CERTIFIED ADVISORY CORP $1.10B
7032026-01-12 09:54:31ABOUND WEALTH MANAGEMENT $426.99M
7042026-01-12 09:53:28PIONEER WEALTH MANAGEMENT GROUP $329.35M
7052026-01-12 09:52:59DKM WEALTH MANAGEMENT INC $134.06M
7062026-01-12 09:52:44TLWM $546.30M
7072026-01-12 09:51:28ROUNDANGLE ADVISORS LLC $137.34M
7082026-01-12 09:50:57LANHAM O'DELL & COMPANY INC $347.33M
7092026-01-12 09:50:07GILMAN HILL ASSET MANAGEMENT LLC $634.65M
7102026-01-12 09:49:29FOUNDERS GROVE WEALTH PARTNERS LLC $444.61M
7112026-01-12 09:49:23HUMMER FINANCIAL ADVISORY SERVICES INC $141.54M
7122026-01-12 09:48:25KAYDAN WEALTH MANAGEMENT INC $345.51M
7132026-01-12 09:46:33MEADOWBROOK WEALTH MANAGEMENT LLC $87.63M
7142026-01-12 09:37:31PERENNIAL ADVISORS LLC $596.43M
7152026-01-12 09:33:38DAYMARK WEALTH PARTNERS LLC $3.14B
7162026-01-12 09:27:17GENWEALTH GROUP INC $586.50M
7172026-01-12 09:20:18CZECH NATIONAL BANK $15.41B
7182026-01-12 09:16:15SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $173.17M
7192026-01-12 09:13:12FIRST BANK TRUST $613.88M
7202026-01-12 09:10:07HILLCREST WEALTH ADVISORS NY LLC $232.30M
7212026-01-12 08:44:51PENSIONFUND DSM NETHERLANDS $151.88K
7222026-01-12 08:28:49AVANZA FONDER AB $3.94B
7232026-01-12 07:50:49M & L CAPITAL MANAGEMENT LTD $479.55M
7242026-01-12 07:30:22NARIA INC $382.67M
7252026-01-12 06:45:35ACCELERATE INVESTMENT ADVISORS LLC $148.41M
7262026-01-12 06:04:40AYALON HOLDINGS LTD $412.07K
7272026-01-09 18:47:34SALEM INVESTMENT COUNSELORS INC $3.54B
7282026-01-09 18:47:22RIALTO WEALTH MANAGEMENT LLC $418.13M
7292026-01-09 18:07:46AURDAN CAPITAL MANAGEMENT LLC $324.27M
7302026-01-09 18:07:38CHICKASAW CAPITAL MANAGEMENT LLC $2.43M
7312026-01-09 17:37:30RVW WEALTH LLC $1.31B
7322026-01-09 17:18:01FIRST HEARTLAND CONSULTANTS INC $1.32B
7332026-01-09 17:04:10CONSTITUTION CAPITAL LLC $211.46M
7342026-01-09 17:03:57SCOTT SELBER INC $398.75M
7352026-01-09 17:03:01PTM WEALTH MANAGEMENT LLC $177.21M
7362026-01-09 16:56:27SILVERLAKE WEALTH MANAGEMENT LLC $449.39M
7372026-01-09 16:34:09KEB ASSET MANAGEMENT LLC $493.39M
7382026-01-09 16:20:45SUNFLOWER BANK N A $396.89M
7392026-01-09 16:00:25CAPITAL ASSET ADVISORY SERVICES LLC $2.49B
7402026-01-09 15:46:41SEAFARER CAPITAL PARTNERS LLC $384.95M
7412026-01-09 15:04:11CONGRESS ASSET MANAGEMENT CO MA $14.21B
7422026-01-09 15:01:25OVERBROOK MANAGEMENT CORP $579.33M
7432026-01-09 14:59:51CLEAR TRAIL ADVISORS LLC $431.04M
7442026-01-09 14:50:40BDF GESTION $818.23M
7452026-01-09 14:49:49BOS ASSET MANAGEMENT LLC $373.58M
7462026-01-09 14:39:31COMMUNITY TRUST INVESTMENT CO $1.89B
7472026-01-09 14:34:53TWELE CAPITAL MANAGEMENT INC $559.57M
7482026-01-09 14:31:02IFS ADVISORS LLC $192.48M
7492026-01-09 14:11:31CULTIVAR CAPITAL INC $156.20M
7502026-01-09 14:06:38SPENCE ASSET MANAGEMENT $489.43M
7512026-01-09 14:05:22SOMERSET TRUST CO $326.87M
7522026-01-09 13:58:31CENTRAL BANK TRUST CO $646.74M
7532026-01-09 13:47:05APPLETON PARTNERS INC MA $1.52M
7542026-01-09 13:41:38MURPHY MIDDLETON HINKLE PARKER INC $206.67M
7552026-01-09 13:07:47ATLAS BROWN INC $336.37M
7562026-01-09 12:48:22CAROLINAS WEALTH CONSULTING LLC $0.00
7572026-01-09 12:48:16CARDEROCK CAPITAL MANAGEMENT INC $412.74M
7582026-01-09 12:15:41DOPKINS WEALTH MANAGEMENT LLC $244.81M
7592026-01-09 12:00:45SG AMERICAS SECURITIES LLC $78.32M
7602026-01-09 11:54:01ASSENAGON ASSET MANAGEMENT S A $72.64B
7612026-01-09 11:38:34OLDFIELD PARTNERS LLP $352.72M
7622026-01-09 11:20:00DUDLEY SHANLEY LLC $622.21M
7632026-01-09 11:03:04PARK PLACE CAPITAL CORP $480.39M
7642026-01-09 10:33:06CAMBRIDGE FINANCIAL GROUP LLC $287.74M
7652026-01-09 10:28:15S E E D PLANNING GROUP LLC $350.88M
7662026-01-09 10:25:56FRIDAY FINANCIAL $283.65M
7672026-01-09 09:59:58SEILERN INVESTMENT MANAGEMENT LTD $1.29B
7682026-01-09 09:46:03DIVERSIFIED TRUST CO $5.43B
7692026-01-09 09:45:06PARTNERSHIP WEALTH MANAGEMENT LLC $138.93M
7702026-01-09 09:21:30GEM ASSET MANAGEMENT LLC $224.43M
7712026-01-09 09:04:11JVL ASSOCIATES LLC $307.24M
7722026-01-09 09:02:26RF&L WEALTH MANAGEMENT LLC $178.43M
7732026-01-09 08:16:47MCCOLLUM CHRISTOFERSON GROUP LLC $345.68M
7742026-01-08 19:18:39MONTECITO BANK TRUST $627.26M
7752026-01-08 18:44:59SILVIA MCCOLL WEALTH MANAGEMENT LLC $150.46M
7762026-01-08 18:39:10CHARLES SCHWAB TRUST CO $1.52B
7772026-01-08 18:36:53BREAKWATER CAPITAL GROUP $716.57M
7782026-01-08 18:35:40AURELIUS FAMILY OFFICE LLC $232.55M
7792026-01-08 18:35:20WESTVIEW MANAGEMENT DBA WESTVIEW INVESTMENT ADVISORS $209.90M
7802026-01-08 18:33:59CROCODILE CAPITAL PARTNERS GMBH $167.28M
7812026-01-08 18:33:41AULL MONROE INVESTMENT MANAGEMENT CORP $199.55M
7822026-01-08 18:33:23FOCUS WEALTH ADVISORS LLC $214.90M
7832026-01-08 18:33:00AFFINITY CAPITAL ADVISORS LLC $722.58M
7842026-01-08 18:32:42TABR CAPITAL MANAGEMENT LLC $257.84M
7852026-01-08 18:32:41180 WEALTH ADVISORS LLC $878.29M
7862026-01-08 18:32:16CARR FINANCIAL GROUP CORP $376.19M
7872026-01-08 18:31:54INTEGRYS WEALTH ADVISORS LLC $816.71M
7882026-01-08 18:30:51CAPITAL CS GROUP LLC $64.95M
7892026-01-08 18:30:32DYNAMIC ADVISORS SOLUTIONS LLC $3.12B
7902026-01-08 18:30:02GRAVES LIGHT PRIVATE WEALTH MANAGEMENT INC $942.92M
7912026-01-08 18:29:44POST RESCH TALLON GROUP INC $118.39M
7922026-01-08 18:29:31HARDIN CAPITAL PARTNERS LLC $211.63M
7932026-01-08 18:19:37RONNA SUE COHEN $257.84M
7942026-01-08 18:14:28PACIFICA PARTNERS INC $225.06M
7952026-01-08 18:06:23ZRC WEALTH MANAGEMENT LLC $282.38M
7962026-01-08 17:54:18MARSHALL FINANCIAL GROUP LLC $515.31M
7972026-01-08 17:53:02TACTIVE ADVISORS LLC $341.34M
7982026-01-08 17:50:19CAPSTONE WEALTH MANAGEMENT GROUP LLC $165.10M
7992026-01-08 17:49:09INDEPENDENCE WEALTH ADVISORS LLC $177.78M
8002026-01-08 17:48:03LWM ADVISORS INC $113.70M
8012026-01-08 17:46:50ZYNERGYRETIREMENTPLANNINGLLC $162.53M
8022026-01-08 17:45:34TEAMWORK FINANCIAL ADVISORS LLC $990.25M
8032026-01-08 17:41:02PETERSON WEALTH ADVISORS LLC $750.09M
8042026-01-08 17:37:57LEVERTY FINANCIAL GROUP LLC $418.14M
8052026-01-08 17:35:46BARON FINANCIAL GROUP LLC $186.51M
8062026-01-08 17:01:43BRAVE ASSET MANAGEMENT INC $424.81M
8072026-01-08 16:54:59SOMNIO FINANCIAL GROUP LLC $151.28M
8082026-01-08 16:29:59RIDGELINE WEALTH LLC $144.19M
8092026-01-08 16:27:43GOODMAN FINANCIAL CORP $528.00M
8102026-01-08 16:14:22TOMPKINS FINANCIAL CORP $1.29B
8112026-01-08 16:10:24PMV CAPITAL ADVISERS LLC $54.91M
8122026-01-08 16:01:46SENTINEL WEALTH MANAGEMENT INC $120.59M
8132026-01-08 15:35:56ASEMPA WEALTH ADVISORS $116.08M
8142026-01-08 15:23:04ADIRONDACK TRUST CO $304.02M
8152026-01-08 15:01:59NORWAY SAVINGS BANK $216.23M
8162026-01-08 14:47:19CENTERLINE WEALTH ADVISORS LLC $276.20M
8172026-01-08 14:44:40BAKER TILLY FINANCIAL LLC $405.81M
8182026-01-08 14:42:10FULTON BANK N A $2.89B
8192026-01-08 14:26:44O'KEEFE STEVENS ADVISORY INC $385.33M
8202026-01-08 14:24:32BAYSHORE ASSET MANAGEMENT LLC $245.02M
8212026-01-08 14:21:34TRAVEKA WEALTH LLC $245.64M
8222026-01-08 14:15:16FIRETHORN WEALTH PARTNERS LLC $267.30M
8232026-01-08 14:00:25SPARTAN PLANNING & WEALTH MANAGEMENT $135.53M
8242026-01-08 13:48:29BENNETT SELBY INVESTMENTS LP $310.52M
8252026-01-08 13:48:10KEARNS & ASSOCIATES LLC $193.57M
8262026-01-08 13:42:13THREADGILL FINANCIAL LLC $242.81M
8272026-01-08 13:36:43FINANCIAL MANAGEMENT NETWORK INC $631.96M
8282026-01-08 13:36:00ULLAND INVESTMENT ADVISORS LLC $124.93K
8292026-01-08 13:11:12STEPHENS GROUP ASSET MANAGEMENT LLC $1.50B
8302026-01-08 13:10:31DAGCO INC $432.96M
8312026-01-08 13:05:22ELMWOOD WEALTH MANAGEMENT INC $316.59M
8322026-01-08 13:00:50AURORA INVESTMENT MANAGERS LLC $176.41K
8332026-01-08 12:50:08VERSANT CAPITAL MANAGEMENT INC $797.10M
8342026-01-08 12:42:17GLADWYN FINANCIAL ADVISORS INC $142.32M
8352026-01-08 12:38:32TRUE WEALTH DESIGN LLC $341.14M
8362026-01-08 12:31:31GRADIENT INVESTMENTS LLC $6.30B
8372026-01-08 12:17:52M KULYK AND ASSOCIATES LLC $523.34M
8382026-01-08 12:14:59EFFICIENT ADVISORS LLC $1.71B
8392026-01-08 12:09:28SOUND VIEW WEALTH ADVISORS GROUP LLC $1.49B
8402026-01-08 11:55:27REGENT PEAK WEALTH ADVISORS LLC $507.24M
8412026-01-08 11:49:43AGATE PASS INVESTMENT MANAGEMENT LLC $269.17M
8422026-01-08 11:36:28WAYCROSS INVESTMENT MANAGEMENT CO $113.74M
8432026-01-08 11:33:00GRIDIRON PARTNERS LLC $175.54M
8442026-01-08 11:24:16THOMA CAPITAL MANAGEMENT LLC $173.58M
8452026-01-08 11:23:20LEGACY PRIVATE TRUST CO $1.70B
8462026-01-08 11:17:10PEOPLES BANK KS $99.46M
8472026-01-08 11:01:48GRYPHON FINANCIAL PARTNERS LLC $934.69M
8482026-01-08 10:50:52ARMSTRONG ADVISORY GROUP INC $1.48B
8492026-01-08 10:50:14WEALTH ENHANCEMENT ADVISORY SERVICES LLC $73.73B
8502026-01-08 10:43:02NORTHCREST ASSET MANANGEMENT LLC $4.48B
8512026-01-08 10:42:55DDFG INC $456.80M
8522026-01-08 10:38:07CHESAPEAKE ASSET MANAGEMENT LLC $121.03M
8532026-01-08 10:37:31COCONUT GROVE BANK $889.03M
8542026-01-08 10:26:53WEBSTERROGERS FINANCIAL ADVISORS LLC $344.43M
8552026-01-08 10:25:28MOLLER FINANCIAL SERVICES $477.53M
8562026-01-08 10:09:47OLIVER LUXXE ASSETS LLC $656.93M
8572026-01-08 10:06:32GENESIS PRIVATE WEALTH LLC $322.25M
8582026-01-08 09:45:17WEDMONT PRIVATE CAPITAL $2.88B
8592026-01-08 09:29:11SINCERUS ADVISORY LLC $126.68M
8602026-01-08 09:26:08OLD PORT ADVISORS $407.36M
8612026-01-08 09:12:58PROFIT INVESTMENT MANAGEMENT LLC $24.73M
8622026-01-08 09:08:16SANDERS MORRIS HARRIS INC $64.72M
8632026-01-08 09:07:15SL ADVISORS LLC $48.84M
8642026-01-08 09:02:03SAR WEALTH MANAGEMENT GROUP LLC $182.21M
8652026-01-08 09:00:42KRASNEY FINANCIAL LLC $894.80M
8662026-01-08 08:59:20HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $289.50M
8672026-01-08 08:57:56MKT ADVISORS LLC $293.05M
8682026-01-08 08:56:36MARIDEA WEALTH MANAGEMENT LLC $665.82M
8692026-01-08 08:54:30CHOICE WEALTH ADVISORS LLC $252.94M
8702026-01-08 08:49:03ADVICEONE ADVISORY SERVICES LLC $169.20M
8712026-01-08 08:48:30FERMATA ADVISORS LLC $416.63M
8722026-01-08 08:48:06PINE HAVEN INVESTMENT COUNSEL INC $140.55M
8732026-01-08 08:47:47SARASIN PARTNERS LLP $9.63B
8742026-01-08 08:47:04SPRINKLE FINANCIAL CONSULTANTS LLC $196.84M
8752026-01-08 08:45:46LINCOLN CAPITAL LLC $551.84M
8762026-01-08 08:44:36GSG ADVISORS LLC $387.41M
8772026-01-08 08:44:18INTEGRATED CAPITAL MANAGEMENT INC $150.42M
8782026-01-08 08:42:15TUTTLE TACTICAL MANAGEMENT LLC $45.22M
8792026-01-08 07:04:52NORDEA INVESTMENT MANAGEMENT AB $116.45B
8802026-01-07 20:57:51NEUMANN ADVISORY HONG KONG LTD $2.82M
8812026-01-07 20:30:01GUOLINE ADVISORY PTE LTD $1.09B
8822026-01-07 18:39:08AMERICAN NATIONAL BANK OF TEXAS $104.11M
8832026-01-07 18:33:26OCCIDENTAL ASSET MANAGEMENT LLC $832.26M
8842026-01-07 18:08:42VALUE PARTNER INVESTMENTS INC $1.30B
8852026-01-07 17:50:55CHARIS LEGACY PARTNERS LLC $67.76M
8862026-01-07 17:36:14COOPER FINANCIAL GROUP $939.84M
8872026-01-07 17:33:02KURE ADVISORY LLC $178.80M
8882026-01-07 17:27:33STONEBRIDGE WEALTH MANAGEMENT LLC $105.85M
8892026-01-07 17:27:26PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC $151.66M
8902026-01-07 17:20:38CLARK & STUART INC $145.11M
8912026-01-07 17:17:30PERMANENT CAPITAL MANAGEMENT LP $513.29M
8922026-01-07 17:04:50SOVEREIGN FINANCIAL GROUP INC $580.41M
8932026-01-07 17:00:41SANDBOX FINANCIAL PARTNERS LLC $361.38M
8942026-01-07 16:58:22PROCYON PRIVATE WEALTH PARTNERS LLC $2.03B
8952026-01-07 16:53:51PARISI GRAY WEALTH MANAGEMENT $440.50M
8962026-01-07 16:51:22CYNDEO WEALTH PARTNERS LLC $1.85B
8972026-01-07 16:50:32PANORAMIC CAPITAL PARTNERS LLC $163.05M
8982026-01-07 16:47:41NEW ENGLAND RESEARCH MANAGEMENT INC $228.62M
8992026-01-07 16:45:32MAGNUS FINANCIAL GROUP LLC $1.31B
9002026-01-07 16:43:27IMPACT CAPITAL PARTNERS LLC $337.24M
9012026-01-07 16:40:21HENRICKSON NAUTA WEALTH ADVISORS INC $677.65M
9022026-01-07 16:35:52EVERPAR ADVISORS LLC $269.63M
9032026-01-07 16:33:32TOUNJIAN ADVISORY PARTNERS LLC $295.27M
9042026-01-07 16:32:30HAMLIN CAPITAL MANAGEMENT LLC $4.17B
9052026-01-07 16:31:45LAKE STREET FINANCIAL LLC $817.46M
9062026-01-07 16:31:06NORTHSIDE CAPITAL MANAGEMENT LLC $1.15B
9072026-01-07 16:27:57ORGEL WEALTH MANAGEMENT LLC $4.53B
9082026-01-07 16:21:41CENTURYLINK INVESTMENT MANAGEMENT CO $96.85M
9092026-01-07 16:17:20CAHABA WEALTH MANAGEMENT INC $1.44B
9102026-01-07 16:04:43GREEN ALPHA ADVISORS LLC $109.15M
9112026-01-07 15:55:02CUTTER CO BROKERAGE INC $0.00
9122026-01-07 15:46:59WISCONSIN WEALTH ADVISORS LLC $102.04M
9132026-01-07 15:38:26MASSMUTUAL TRUST CO FSB ADV $3.89B
9142026-01-07 15:28:26BANNERMAN WEALTH MANAGEMENT GROUP LLC $141.05M
9152026-01-07 15:25:02CRESCENT STERLING LTD $97.55M
9162026-01-07 15:19:32KEYSTONE FINANCIAL PLANNING INC $344.79M
9172026-01-07 15:06:18BRADY FAMILY WEALTH LLC $324.00M
9182026-01-07 14:58:48GREENHAVEN ASSOCIATES INC $6.17B
9192026-01-07 14:45:55AQUIRE WEALTH ADVISORS LLC $384.59M
9202026-01-07 14:44:11BOSTON STANDARD WEALTH MANAGEMENT LLC $605.82M
9212026-01-07 14:44:03HARBOUR CAPITAL ADVISORS LLC $491.20M
9222026-01-07 14:42:26AMERICAN ASSET MANAGEMENT INC $117.94M
9232026-01-07 14:41:21HARBOR INVESTMENT ADVISORY LLC $1.33B
9242026-01-07 14:37:20LYNCH ASSOCIATES IN $528.90M
9252026-01-07 14:32:32TEALWOOD ASSET MANAGEMENT INC $222.88K
9262026-01-07 14:21:29TETRAD CORP $1.04B
9272026-01-07 14:02:59SIGNIFICANT WEALTH PARTNERS LLC $89.67M
9282026-01-07 13:47:06WILSEY ASSET MANAGEMENT INC $644.08M
9292026-01-07 13:37:34CWA ASSET MANAGEMENT GROUP LLC $2.77B
9302026-01-07 13:31:48RETIREMENT WEALTH SOLUTIONS LLC $158.24M
9312026-01-07 13:28:46AVENTURA PRIVATE WEALTH LLC $278.34M
9322026-01-07 13:24:00INNOVA WEALTH PARTNERS $198.26M
9332026-01-07 13:23:33VERITY WEALTH ADVISORS $161.17M
9342026-01-07 13:20:58EMETH VALUE CAPITAL LLC $81.03M
9352026-01-07 13:14:30FRAGASSO GROUP INC $1.65B
9362026-01-07 13:10:33PPS&V ASSET MANAGEMENT CONSULTANTS INC $172.28M
9372026-01-07 13:06:37BALDWIN BROTHERS INC MA $1.56B
9382026-01-07 12:46:39NOBLE FAMILY WEALTH LLC $474.38M
9392026-01-07 12:39:49HOLISTIC FINANCIAL PARTNERS $275.76M
9402026-01-07 12:26:44LAKE HILLS WEALTH MANAGEMENT LLC $191.63M
9412026-01-07 12:19:58NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $310.29M
9422026-01-07 12:12:21IAM ADVISORY LLC $450.02M
9432026-01-07 12:12:20HILLTOP NATIONAL BANK $413.60M
9442026-01-07 12:09:51MELONE PRIVATE WEALTH LLC $235.78M
9452026-01-07 12:05:32LAKERIDGE WEALTH MANAGEMENT LLC $220.01M
9462026-01-07 12:00:15NEXT LEVEL PRIVATE LLC $381.51M
9472026-01-07 11:55:32IMPACTFOLIO LLC $238.12M
9482026-01-07 11:49:50EXETER FINANCIAL LLC $235.13M
9492026-01-07 11:44:18BARING FINANCIAL LLC $164.27M
9502026-01-07 11:30:11ENVISION FINANCIAL LLC $189.20M
9512026-01-07 10:54:10EPIQ PARTNERS LLC $214.47M
9522026-01-07 10:46:38GILBERT COOK INC $795.57M
9532026-01-07 10:43:12DECISIONMAP WEALTH MANAGEMENT LLC $162.21M
9542026-01-07 10:40:22MAROTTA ASSET MANAGEMENT $540.16M
9552026-01-07 10:38:56BCGM WEALTH MANAGEMENT LLC $391.86M
9562026-01-07 10:29:59VIGILARE WEALTH MANAGEMENT $297.31M
9572026-01-07 10:16:54ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $162.70M
9582026-01-07 10:10:17SAGESPRING WEALTH PARTNERS LLC $5.50B
9592026-01-07 10:06:32COVEA FINANCE $3.03B
9602026-01-07 10:06:06BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $51.45M
9612026-01-07 09:58:12PRECEDENT WEALTH PARTNERS LLC $476.83M
9622026-01-07 09:43:36KFA PRIVATE WEALTH GROUP LLC $411.16M
9632026-01-07 09:38:36WESPAC ADVISORS SOCAL LLC $495.87M
9642026-01-07 09:35:53CORSICANA & CO $178.15M
9652026-01-07 09:35:09PRIVATE CLIENT SERVICES LLC $319.98M
9662026-01-07 09:33:25SULZBERGER CAPITAL ADVISORS INC $99.01M
9672026-01-07 09:29:05AAFMAA WEALTH MANAGEMENT AND TRUST LLC $255.14M
9682026-01-07 09:05:18YEOMANS CONSULTING GROUP INC $341.28M
9692026-01-07 09:04:09STONEKEEP INVESTMENTS LLC $156.39M
9702026-01-07 09:03:02RIVERSEDGE ADVISORS LLC $615.03M
9712026-01-07 09:01:23CAPITAL ADVANTAGE INC $741.32M
9722026-01-07 08:59:41TRUEWEALTH ADVISORS LLC $386.16M
9732026-01-07 08:58:11TRUWEALTH ADVISORS LLC $2.04B
9742026-01-07 08:56:43TCP ASSET MANAGEMENT LLC $593.55M
9752026-01-07 08:55:14BAY RIVERS GROUP $247.25M
9762026-01-07 08:53:53PUFF WEALTH MANAGEMENT LLC $77.39M
9772026-01-07 08:52:21MFG WEALTH MANAGEMENT INC $128.33M
9782026-01-07 08:51:02WINEBRENNER CAPITAL MANAGEMENT LLC $150.06M
9792026-01-07 08:49:24STERLING MANOR FINANCIAL LLC $160.26M
9802026-01-07 08:47:45EVERHART FINANCIAL GROUP INC $1.08B
9812026-01-07 08:46:18PLATT INVESTMENT COUNSEL LLC $135.32M
9822026-01-07 08:44:19QP WEALTH MANAGEMENT LLC $113.47M
9832026-01-06 20:28:10CENTRAL PACIFIC BANK TRUST DIVISION $815.46M
9842026-01-06 17:25:15GOALFUSION WEALTH MANAGEMENT LLC $216.22M
9852026-01-06 16:51:54RDA FINANCIAL NETWORK $415.36M
9862026-01-06 16:43:45CLARK FINANCIAL SERVICES GROUP INC BD $188.01M
9872026-01-06 16:38:07COLLECTIVE FAMILY OFFICE LLC $435.86M
9882026-01-06 16:29:35ARMSTRONG HENRY H ASSOCIATES INC $1.08B
9892026-01-06 16:23:58SAGE CAPITAL ADVISORS LLC $420.79M
9902026-01-06 16:09:15WEALTHCARE INVESTMENT PARTNERS LLC $343.22M
9912026-01-06 16:04:17IOWA STATE BANK $533.26M
9922026-01-06 16:03:18PARADIEM LLC $417.97M
9932026-01-06 15:55:37SAFIR WEALTH ADVISORS LLC $142.61M
9942026-01-06 15:54:01PENBROOK MANAGEMENT LLC $144.98M
9952026-01-06 15:49:44LPWM LLC $396.43M
9962026-01-06 15:31:04RANSOM ADVISORY LTD $252.94M
9972026-01-06 15:30:48FULCRUM EQUITY MANAGEMENT $104.49M
9982026-01-06 15:27:14GENERAL PARTNER INC $176.38M
9992026-01-06 15:18:03WERLINICH ASSET MANAGEMENT LLC $202.94M
10002026-01-06 15:14:58GREAT OAK CAPITAL PARTNERS LLC $398.69M
10012026-01-06 15:13:58ABNER HERRMAN BROCK LLC $979.22K
10022026-01-06 15:12:48EHRLICH FINANCIAL GROUP $175.72M
10032026-01-06 15:10:38RENAISSANCE INVESTMENT GROUP LLC $496.37M
10042026-01-06 15:09:59EAGLE WEALTH STRATEGIES LLC $214.72M
10052026-01-06 15:07:49DAVIS INVESTMENT PARTNERS LLC $285.93M
10062026-01-06 15:05:06CHEMISTRY WEALTH MANAGEMENT LLC $534.52M
10072026-01-06 14:56:30SHANKERVALLEAU WEALTH ADVISORS INC $368.98M
10082026-01-06 14:55:23AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $168.56M
10092026-01-06 14:40:11OMC FINANCIAL SERVICES LTD $268.35M
10102026-01-06 14:36:30FARMERS TRUST CO $613.19M
10112026-01-06 14:36:20MALLINI COMPLETE FINANCIAL PLANNING LLC $124.41M
10122026-01-06 14:08:48CANNAE HOLDINGS INC (CNNE) $80.33M
10132026-01-06 13:43:10FREEDOM FINANCIAL PARTNERS LLC $274.87M
10142026-01-06 13:42:05ADDIS & HILL INC $165.06M
10152026-01-06 13:25:51BARDEN CAPITAL MANAGEMENT INC $121.78M
10162026-01-06 13:17:46ATTESSA CAPITAL LLC $182.93M
10172026-01-06 13:10:44NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $3.21B
10182026-01-06 13:03:44HOFFMAN ALAN N INVESTMENT MANAGEMENT $177.30M
10192026-01-06 12:58:08JBGLOBALCOM LLC $79.43M
10202026-01-06 12:55:59ASSET VALUE INVESTORS LTD $117.12M
10212026-01-06 12:53:01BEACON WEALTHCARE LLC $291.21M
10222026-01-06 12:41:55DOLIVER CAPITAL ADVISORS INC $399.63M
10232026-01-06 12:38:59WEYBOSSET RESEARCH MANAGEMENT LLC $324.27M
10242026-01-06 12:28:38FIRST CITIZENS FINANCIAL CORP $202.43M
10252026-01-06 12:20:23ASSET MANAGEMENT ADVISORS LLC $165.34M
10262026-01-06 11:41:33STASH INVESTMENTS LLC $249.46M
10272026-01-06 11:19:54JBR CO FINANCIAL MANAGEMENT INC $238.86M
10282026-01-06 11:16:01CANAL CAPITAL MANAGEMENT LLC $704.95M
10292026-01-06 11:11:41HILEY HUNT WEALTH MANAGEMENT $223.48M
10302026-01-06 11:04:26ARLINGTON CAPITAL MANAGEMENT INC $162.69M
10312026-01-06 10:43:40UNIQUE WEALTH LLC $716.23M
10322026-01-06 10:28:26MARTIN CAPITAL PARTNERS LLC $265.83K
10332026-01-06 09:13:07ADVANCE CAPITAL MANAGEMENT INC $2.36B
10342026-01-06 08:53:18BOARD OF THE PENSION PROTECTION FUND $105.06M
10352026-01-06 08:45:27INVESTORS RESEARCH CORP $546.09M
10362026-01-06 08:02:15NEVILLE RODIE SHAW INC $1.42M
10372026-01-06 08:00:29STEPHENS GROUP LLC $185.43M
10382026-01-05 18:13:39LEIBMAN FINANCIAL SERVICES INC $138.55M
10392026-01-05 17:52:00WALNUT PRIVATE EQUITY PARTNERS LLC $171.91M
10402026-01-05 17:46:51RED SPRUCE CAPITAL LLC $250.85M
10412026-01-05 16:49:01LIFEGUIDE FINANCIAL ADVISORS LLC $301.39M
10422026-01-05 16:34:28ARGENT CAPITAL MANAGEMENT LLC $3.53B
10432026-01-05 16:25:51COMMONS CAPITAL LLC $149.17M
10442026-01-05 16:22:47FIRST HAWAIIAN BANK $751.52M
10452026-01-05 16:15:20PARK NATIONAL CORP OH $3.21B
10462026-01-05 16:09:36NOBLE WEALTH MANAGEMENT PBC $199.05M
10472026-01-05 16:08:10CATHERINE AVERY INVESTMENT MANAGEMENT LLC $166.97M
10482026-01-05 15:55:34CONFLUENCE INVESTMENT MANAGEMENT LLC $6.67B
10492026-01-05 15:40:35ABLES IANNONE MOORE & ASSOCIATES INC $182.59M
10502026-01-05 15:24:26BANCFIRST TRUST & INVESTMENT MANAGEMENT $242.59M
10512026-01-05 15:14:20HORIZONS WEALTH MANAGEMENT $152.61M
10522026-01-05 15:14:09ANDERSON HOAGLAND CO $1.16B
10532026-01-05 15:11:15PARK AVENUE SECURITIES LLC $11.80M
10542026-01-05 15:09:13COASTLINE TRUST CO $1.06B
10552026-01-05 14:33:48ARYEH CAPITAL MANAGEMENT LTD $0.00
10562026-01-05 14:27:39HOLOS INTEGRATED WEALTH LLC $179.15M
10572026-01-05 14:27:25GOALVEST ADVISORY LLC $522.07M
10582026-01-05 14:25:02MILLER GLOBAL INVESTMENTS LLC $110.46M
10592026-01-05 13:26:28GARRETT INVESTMENT ADVISORS LLC $1.26B
10602026-01-05 13:22:55JDH WEALTH MANAGEMENT LLC $145.85M
10612026-01-05 13:14:20HELEN STEPHENS GROUP LLC $476.15M
10622026-01-05 12:57:20LEGACY WEALTH MANAGEMENT LLC MS $374.56M
10632026-01-05 12:56:13GK WEALTH MANAGEMENT LLC $150.83M
10642026-01-05 12:47:15RK ASSET MANAGEMENT LLC $106.00K
10652026-01-05 12:17:16KOPION ASSET MANAGEMENT LLC $139.86M
10662026-01-05 12:01:55GRANT PRIVATE WEALTH MANAGEMENT INC $165.58M
10672026-01-05 11:55:04CITY CENTER ADVISORS LLC $108.67M
10682026-01-05 11:13:12STAIRWAY PARTNERS LLC $1.93B
10692026-01-05 11:10:30UNION BANCAIRE PRIVEE UBP SA $8.42B
10702026-01-05 10:36:28TRUST CO OF THE SOUTH $621.82M
10712026-01-05 10:07:15FOGUTH WEALTH MANAGEMENT LLC $645.14M
10722026-01-05 09:49:25SAMSON ROCK CAPITAL LLP $61.29M
10732026-01-05 09:38:04ROXBURY FINANCIAL LLC $111.45M
10742026-01-05 09:13:26BURKETT FINANCIAL SERVICES LLC $293.04M
10752026-01-05 09:03:29MICHAEL S RYAN INC $172.88M
10762026-01-02 19:58:38GAMMA INVESTING LLC $1.99B
10772026-01-02 19:51:39JACOBS CO CA $1.06M
10782026-01-02 19:04:00ROSENBERG MATTHEW HAMILTON $482.83M
10792026-01-02 16:19:19BOLTWOOD CAPITAL MANAGEMENT $384.56M
10802026-01-02 15:18:39LBJ FAMILY WEALTH ADVISORS LTD $181.82K
10812026-01-02 14:52:52MCALISTER SWEET & ASSOCIATES INC $131.71M
10822026-01-02 14:51:33FIRST FINANCIAL BANK N A TRUST DIVISION $1.22B
10832026-01-02 12:49:39GP BRINSON INVESTMENTS LLC $232.12M
10842026-01-02 11:05:46INSIGHT WEALTH STRATEGIES LLC $872.14M
10852026-01-02 07:53:17GLOBAL WEALTH STRATEGIES & ASSOCIATES $401.09M
10862026-01-02 07:14:42CACTI ASSET MANAGEMENT LLC $1.66B
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