319
Filing Accepted
Filing Company
Total Value ($M)
1
2022-01-14 17:28:58
TPG FINANCIAL ADVISORS LLC
222
2
2022-01-14 17:25:09
POWELL INVESTMENT ADVISORS LLC
176
3
2022-01-14 17:22:01
GATEWAY ADVISORY LLC
469
4
2022-01-14 17:18:20
WHITE KNIGHT STRATEGIC WEALTH ADVISORS LLC
96
5
2022-01-14 17:01:42
RIVERBRIDGE PARTNERS LLC
10,112
6
2022-01-14 16:45:38
ACROPOLIS INVESTMENT MANAGEMENT LLC
1,114
7
2022-01-14 16:42:20
EDGE WEALTH MANAGEMENT LLC
551
8
2022-01-14 16:24:34
PRAETORIAN WEALTH MANAGEMENT INC
308
9
2022-01-14 16:22:16
GARRETT INVESTMENT ADVISORS LLC
384
10
2022-01-14 16:07:40
WINDWARD CAPITAL MANAGEMENT CO CA
1,207
11
2022-01-14 16:03:21
FOURTHOUGHT FINANCIAL LLC
795
12
2022-01-14 15:56:55
MRAZ AMERINE ASSOCIATES INC
390
13
2022-01-14 15:33:56
CULBERTSON A N CO INC
531
14
2022-01-14 15:30:49
FIRST FINANCIAL CORP IN
164
15
2022-01-14 15:28:39
FARMERS MERCHANTS INVESTMENTS INC
2,680
16
2022-01-14 15:28:04
BENNICAS ASSOCIATES INC
192
17
2022-01-14 15:22:58
SPIRE WEALTH MANAGEMENT
4,500
18
2022-01-14 14:58:41
COLUMBIA TRUST CO 01012016
203
19
2022-01-14 14:58:30
ADDENDA CAPITAL INC
1,955
20
2022-01-14 14:56:36
SCOUT INVESTMENTS INC
6,887
21
2022-01-14 14:34:05
CARLSON CAPITAL MANAGEMENT
1,152
22
2022-01-14 14:23:59
TRUST CO
429
23
2022-01-14 14:18:21
COHO PARTNERS LTD
6,359
24
2022-01-14 14:07:23
COHEN KLINGENSTEIN LLC
2,529
25
2022-01-14 14:00:09
BUTENSKY COHEN FINANCIAL SECURITY INC
280
26
2022-01-14 13:53:04
FIRST FIDUCIARY INVESTMENT COUNSEL INC
563
27
2022-01-14 13:50:58
BEAM ASSET MANAGEMENT LLC
87
28
2022-01-14 13:48:29
STEWARDSHIP ADVISORS LLC
278
29
2022-01-14 13:39:08
DOCK STREET ASSET MANAGEMENT INC
607
30
2022-01-14 13:37:26
CLEAR STREET LLC
3,635
31
2022-01-14 13:37:17
RELYEA ZUCKERBERG HANSON LLC
215
32
2022-01-14 13:36:11
VIKING FUND MANAGEMENT LLC
380
33
2022-01-14 13:28:46
BAXTER BROS INC
690
34
2022-01-14 13:06:03
SANTORI PETERS INC
190
35
2022-01-14 13:04:15
SARA BAY FINANCIAL
871
36
2022-01-14 12:51:49
FRUTH INVESTMENT MANAGEMENT
365
37
2022-01-14 12:41:05
CENTERPOINT ADVISORS LLC
228
38
2022-01-14 12:40:38
MADDEN SECURITIES CORP
213
39
2022-01-14 12:39:16
INTERMEDE INVESTMENT PARTNERS LTD
Barry Dargan
4,858
40
2022-01-14 12:25:16
FIVE OCEANS ADVISORS
113
41
2022-01-14 12:20:17
SALIENT TRUST CO LTA
1,026
42
2022-01-14 12:16:22
RVW WEALTH LLC
895
43
2022-01-14 12:13:11
TRIANGLE SECURITIES WEALTH MANAGEMENT
320
44
2022-01-14 12:09:20
JOHN W BROOKER AND CO CPAS
195
45
2022-01-14 12:08:58
O'KEEFE STEVENS ADVISORY INC
213
46
2022-01-14 11:49:00
WAVELENGTH CAPITAL MANAGEMENT LLC
128
47
2022-01-14 11:41:18
NEXT CAPITAL MANAGEMENT LLC
148
48
2022-01-14 11:38:17
BROMFIELD SNEIDER WEALTH ADVISORS
98
49
2022-01-14 11:28:07
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM
4,558
50
2022-01-14 11:21:17
SYCOMORE ASSET MANAGEMENT
648
51
2022-01-14 11:15:18
EPIC TRUST INVESTMENT ADVISORS LLC
69
52
2022-01-14 11:08:01
GILLESPIE ROBINSON GRIMM INC
1,284
53
2022-01-14 11:03:38
FREEDMAN FINANCIAL ASSOCIATES INC
146
54
2022-01-14 11:02:15
STRATEGY ASSET MANAGERS LLC
385
55
2022-01-14 10:58:37
CAMBRIDGE ADVISORS INC
443
56
2022-01-14 10:57:25
WESTEND ADVISORS LLC
3,676
57
2022-01-14 10:54:52
LINGOHR PARTNER ASSET MANAGEMENT GMBH
40
58
2022-01-14 10:48:05
PISCATAQUA SAVINGS BANK
127
59
2022-01-14 10:37:40
CHEMUNG CANAL TRUST CO
554
60
2022-01-14 09:59:17
WEDMONT PRIVATE CAPITAL
330
61
2022-01-14 09:28:42
RFG HOLDINGS INC
191
62
2022-01-14 09:28:27
STONE HOUSE INVESTMENT MANAGEMENT LLC
292
63
2022-01-14 09:26:23
SAWYER COMPANY INC
232
64
2022-01-14 09:19:46
BALDWIN BROTHERS INC MA
1,000
65
2022-01-14 08:51:09
FUNDAMENTUN LLC
635
66
2022-01-14 08:49:56
STRATOS WEALTH ADVISORS LLC
1,389
67
2022-01-14 08:48:15
STRATOS WEALTH PARTNERS LTD
4,517
68
2022-01-14 08:30:25
BERKSHIRE MONEY MANAGEMENT INC
684
69
2022-01-14 08:13:57
LGT CAPITAL PARTNERS LTD
3,760
70
2022-01-14 07:41:57
ADVANCE CAPITAL MANAGEMENT INC
489
71
2022-01-14 06:01:45
GP BRINSON INVESTMENTS LLC
141
72
2022-01-13 21:14:38
KARN COUZENS AND ASSOCIATES INC
146
73
2022-01-13 21:01:17
GREEN COURT CAPITAL MANAGEMENT LTD
92
74
2022-01-13 20:56:39
BERSON CORRADO INVESTMENT ADVISORS LLC
167
75
2022-01-13 19:40:57
ELWOOD GOETZ WEALTH ADVISORY GROUP LLC
321
76
2022-01-13 19:27:19
INVESTORS FINANCIAL GROUP LLC
215
77
2022-01-13 19:26:51
BKD WEALTH ADVISORS LLC
2,377
78
2022-01-13 19:26:29
NEPSIS CAPITAL MANAGEMENT INC
345
79
2022-01-13 19:26:09
BAUGH ASSOCIATES LLC
181
80
2022-01-13 19:25:43
GATEWAY INVESTMENT ADVISERS LLC
10,478
81
2022-01-13 19:22:14
MESIROW FINANCIAL INVESTMENT MANAGEMENT INC
35
82
2022-01-13 19:21:35
CHARLES SCHWAB TRUST CO
616
83
2022-01-13 19:21:06
ACCESS FINANCIAL SERVICES INC
223
84
2022-01-13 19:19:32
AUTUS ASSET MANAGEMENT LLC
994
85
2022-01-13 19:18:58
VIRIDIAN RIA LLC
473
86
2022-01-13 19:18:38
STRONGBOX WEALTH LLC
200
87
2022-01-13 19:18:19
STRID GROUP LLC
488
88
2022-01-13 19:17:51
DIVERGENT PLANNING LLC
136
89
2022-01-13 18:11:00
MCLEAN ASSET MANAGEMENT CORP
259
90
2022-01-13 17:36:06
17 CAPITAL PARTNERS LLC
110
91
2022-01-13 17:31:53
KOSHINSKI ASSET MANAGEMENT INC
1,239
92
2022-01-13 17:29:11
RICHARD P SLAUGHTER ASSOCIATES INC
283
93
2022-01-13 17:12:23
HERITAGE WAY ADVISORS LLC
267
94
2022-01-13 17:05:49
GRUBMAN WEALTH MANAGEMENT
330
95
2022-01-13 17:05:28
PM CAPITAL LTD
524
96
2022-01-13 16:53:31
NEXUS INVESTMENT MANAGEMENT INC
984
97
2022-01-13 16:46:29
FOUNTAINVEST CHINA CAPITAL PARTNERS GP3 LTD
269
98
2022-01-13 16:21:41
EXCHANGE TRADED CONCEPTS LLC
5,163
99
2022-01-13 16:19:40
WEITZEL FINANCIAL SERVICES INC
154
100
2022-01-13 16:16:49
E G ADVISORS LP
401
101
2022-01-13 16:15:47
CANANDAIGUA NATIONAL CORP
678
102
2022-01-13 16:13:57
ALTA ADVISERS LTD
127
103
2022-01-13 16:09:56
NORTHERN CAPITAL MANAGEMENT INC
125
104
2022-01-13 15:45:12
MTC WEALTH MANAGEMENT LLC
278
105
2022-01-13 15:29:21
VAUGHAN NELSON INVESTMENT MANAGEMENT LP
9,774
106
2022-01-13 15:28:50
MCALISTER SWEET & ASSOCIATES INC
115
107
2022-01-13 15:07:33
CALTON ASSOCIATES INC
376
108
2022-01-13 15:05:50
BURKE HERBERT BANK TRUST CO
171
109
2022-01-13 14:39:31
GRANT GROSSMENDELSOHN LLC
129
110
2022-01-13 14:23:54
BONNESS ENTERPRISES INC
217
111
2022-01-13 14:20:25
FAMILY CAPITAL TRUST CO
358
112
2022-01-13 14:04:38
BASSETT HARGROVE INVESTMENT COUNSEL LLC
70
113
2022-01-13 13:54:00
PACIFICA PARTNERS INC
152
114
2022-01-13 13:43:01
SOUND INCOME STRATEGIES LLC
850
115
2022-01-13 13:19:50
APELLA CAPITAL LLC
784
116
2022-01-13 13:17:16
RONNA SUE COHEN
216
117
2022-01-13 13:09:11
44 WEALTH MANAGEMENT LLC
288
118
2022-01-13 12:53:59
REAL ESTATE MANAGEMENT SERVICES LLC
167
119
2022-01-13 12:35:22
WEDBUSH SECURITIES INC
2,325
120
2022-01-13 12:32:38
SOA WEALTH ADVISORS LLC
412
121
2022-01-13 12:13:21
ORRSTOWN FINANCIAL SERVICES INC
66
122
2022-01-13 12:04:49
HEMINGTON WEALTH MANAGEMENT
253
123
2022-01-13 12:00:00
MOODY NATIONAL BANK TRUST DIVISION
3,352
124
2022-01-13 11:52:07
MURPHY MIDDLETON HINKLE PARKER INC
188
125
2022-01-13 11:45:11
ABNER HERRMAN BROCK LLC
768
126
2022-01-13 11:42:52
BURT WEALTH ADVISORS
306
127
2022-01-13 11:39:15
PLATT INVESTMENT COUNSEL LLC
117
128
2022-01-13 11:30:58
DIVERSIFIED TRUST CO
3,038
129
2022-01-13 11:18:47
WEALTH ALLIANCE ADVISORY GROUP LLC
230
130
2022-01-13 11:14:51
AVENUE 1 ADVISORS LLC
190
131
2022-01-13 11:11:16
QP WEALTH MANAGEMENT LLC
94
132
2022-01-13 11:08:06
MARKS WEALTH LLC
320
133
2022-01-13 11:04:44
IVC WEALTH ADVISORS LLC
155
134
2022-01-13 11:02:14
PERKINS COIE TRUST CO
341
135
2022-01-13 10:59:53
POINT BREAK CAPITAL MANAGEMENT LLC
Alexandre Perez
2,233
136
2022-01-13 10:55:38
INNOVA WEALTH PARTNERS
141
137
2022-01-13 10:55:26
MCGUIRE INVESTMENT GROUP LLC
607
138
2022-01-13 10:54:02
ACTIVEST WEALTH MANAGEMENT
162
139
2022-01-13 10:51:53
CENTENNIAL WEALTH ADVISORY LLC
177
140
2022-01-13 10:38:41
BLUESKY WEALTH ADVISORS LLC
3,381
141
2022-01-13 10:38:11
FIRST CITIZENS FINANCIAL CORP
137
142
2022-01-13 10:36:45
TRINITY LEGACY PARTNERS LLC
295
143
2022-01-13 10:27:40
SILCHESTER INTERNATIONAL INVESTORS LLP
588
144
2022-01-13 10:26:59
STOCK YARDS BANK TRUST CO
1,902
145
2022-01-13 10:01:05
ADIRONDACK TRUST CO
210
146
2022-01-13 09:57:41
MAROTTA ASSET MANAGEMENT
441
147
2022-01-13 09:42:14
BLUESTEM FINANCIAL ADVISORS LLC
161
148
2022-01-13 09:38:25
CLARUS WEALTH ADVISORS
176
149
2022-01-13 09:19:40
TRI STAR ADVISORS INC
239
150
2022-01-13 09:10:34
FENIMORE ASSET MANAGEMENT INC
4,502
151
2022-01-13 08:41:08
CEPHEI CAPITAL MANAGEMENT (HONG KONG) LTD
Yu Min
7
152
2022-01-12 19:04:35
COTTAGE STREET ADVISORS LLC
177
153
2022-01-12 18:51:06
KENNICOTT CAPITAL MANAGEMENT LLC
165
154
2022-01-12 17:44:57
GRASSI INVESTMENT MANAGEMENT
992
155
2022-01-12 17:22:21
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC
267
156
2022-01-12 17:05:37
STONNINGTON GROUP LLC
474
157
2022-01-12 17:02:43
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
223
158
2022-01-12 17:02:37
PLATTE RIVER WEALTH ADVISORS LLC
298
159
2022-01-12 16:54:54
PURE FINANCIAL ADVISORS INC
2,018
160
2022-01-12 16:43:06
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC
401
161
2022-01-12 16:21:58
WINTHROP ADVISORY GROUP LLC
498
162
2022-01-12 16:18:09
EAGLE CAPITAL MANAGEMENT LLC
382
163
2022-01-12 16:11:16
ENGRAVE WEALTH PARTNERS LLC
346
164
2022-01-12 16:01:25
CONTRAVISORY INVESTMENT MANAGEMENT INC
371
165
2022-01-12 15:57:04
CENTER FOR ASSET MANAGEMENT LLC
135
166
2022-01-12 15:51:12
ALFRETON CAPITAL LLP
54
167
2022-01-12 15:50:38
RYE BROOK CAPITAL LLC
390
168
2022-01-12 15:32:12
HOME FEDERAL BANK OF TENNESSEE
302
169
2022-01-12 15:31:58
FUSION CAPITAL LLC
197
170
2022-01-12 15:25:26
VALUE PARTNER INVESTMENTS INC
1,234
171
2022-01-12 15:19:14
ADAMS ASSET ADVISORS LLC
551
172
2022-01-12 14:55:27
HARBOUR CAPITAL ADVISORS LLC
407
173
2022-01-12 14:54:01
PRIVATE CAPITAL MANAGEMENT LLC
290
174
2022-01-12 14:51:26
WILEY BROS AINTREE CAPITAL LLC
165
175
2022-01-12 14:48:05
HEFREN TILLOTSON INC
550
176
2022-01-12 14:47:24
NEW ENGLAND GUILD WEALTH ADVISORS INC
200
177
2022-01-12 14:41:08
FIRST HAWAIIAN BANK
3,404
178
2022-01-12 14:22:12
QUADRATIC CAPITAL MANAGEMENT LLC
2,127
179
2022-01-12 13:45:53
STONNINGTON GROUP LLC
474
180
2022-01-12 13:32:27
BRIDGE CREEK CAPITAL MANAGEMENT LLC
303
181
2022-01-12 13:31:08
LBJ FAMILY WEALTH ADVISORS LTD
172
182
2022-01-12 13:28:34
SUMMIT FINANCIAL WEALTH ADVISORS LLC
514
183
2022-01-12 13:24:57
AYRSHIRE CAPITAL MANAGEMENT LLC
197
184
2022-01-12 13:21:53
VALUE HOLDINGS MANAGEMENT CO LLC
473
185
2022-01-12 13:14:04
STATE OF ALASKA DEPARTMENT OF REVENUE
10,371
186
2022-01-12 13:00:34
WEBSTER BANK N A
966
187
2022-01-12 12:29:22
IFP ADVISORS INC
5,112
188
2022-01-12 12:18:30
PROVIDENCE WEALTH ADVISORS LLC
161
189
2022-01-12 12:12:54
EASTOVER INVESTMENT ADVISORS LLC
173
190
2022-01-12 11:43:16
FOUNDATION RESOURCE MANAGEMENT INC
1,028
191
2022-01-12 11:33:22
KMG FIDUCIARY PARTNERS LLC
646
192
2022-01-12 11:33:10
GRADIENT INVESTMENTS LLC
3,945
193
2022-01-12 11:24:38
MOULTON WEALTH MANAGEMENT INC
137
194
2022-01-12 11:13:22
HEARTWOOD WEALTH ADVISORS LLC
666
195
2022-01-12 10:31:43
LEGACY PRIVATE TRUST CO
1,333
196
2022-01-12 09:31:55
SYQUANT CAPITAL SAS
262
197
2022-01-12 09:29:13
BANK OF NEW HAMPSHIRE
412
198
2022-01-12 09:18:22
TOWN COUNTRY BANK TRUST CO DBA FIRST BANKERS TRUST CO
227
199
2022-01-12 08:02:01
NEUMANN ADVISORY HONG KONG LTD
Fisher Zhang
578
200
2022-01-12 06:30:46
DNB ASSET MANAGEMENT AS
17,042
201
2022-01-11 21:59:52
SHILANSKI ASSOCIATES INC
234
202
2022-01-11 21:50:34
RESOURCE PLANNING GROUP
150
203
2022-01-11 20:20:18
MONEYWISE INC
156
204
2022-01-11 20:06:09
HIKARI POWER LTD
1,070
205
2022-01-11 19:39:50
GREEN ALPHA ADVISORS LLC
148
206
2022-01-11 19:32:48
KOHMANN BOSSHARD FINANCIAL SERVICES LLC
497
207
2022-01-11 19:25:41
OLD PORT ADVISORS
298
208
2022-01-11 19:18:08
ROBERTS WEALTH ADVISORS LLC
277
209
2022-01-11 19:07:10
HOFFMAN ALAN N INVESTMENT MANAGEMENT
198
210
2022-01-11 18:33:23
WEST OAK CAPITAL LLC
272
211
2022-01-11 17:28:10
RVW WEALTH LLC
895
212
2022-01-11 17:17:30
KOPION ASSET MANAGEMENT LLC
121
213
2022-01-11 16:08:05
CHICKASAW CAPITAL MANAGEMENT LLC
1,969
214
2022-01-11 15:08:45
LYNCH ASSOCIATES IN
424
215
2022-01-11 14:21:21
PALADIN ADVISORY GROUP LLC
123
216
2022-01-11 14:08:00
HBW ADVISORY SERVICES LLC
432
217
2022-01-11 12:21:16
ELM ADVISORS LLC
180
218
2022-01-11 12:18:49
FIRST AMERICAN TRUST FSB
732
219
2022-01-11 11:31:54
NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
270
220
2022-01-11 11:30:26
CENTRE ASSET MANAGEMENT LLC
198
221
2022-01-11 11:26:07
SYMMETRY PARTNERS LLC
1,572
222
2022-01-11 10:37:51
CHURCHILL MANAGEMENT CORP
7,180
223
2022-01-11 10:32:11
BEDEL FINANCIAL CONSULTING INC
322
224
2022-01-11 10:12:06
STOLPER CO
224
225
2022-01-11 09:56:22
STOLPER CO
224
226
2022-01-11 09:41:57
LINDEN ROSE INVESTMENT LLC
54
227
2022-01-11 09:16:42
CALEDONIA INVESTMENTS PLC
Donald Morgan
654
228
2022-01-11 08:29:54
AVONDALE WEALTH MANAGEMENT
99
229
2022-01-10 21:07:01
JUNSON ASSET MANAGEMENT (HONG KONG) LTD
Bruce Hau
405
230
2022-01-10 18:25:42
RAUB BROCK CAPITAL MANAGEMENT LP
748
231
2022-01-10 18:14:40
BROOKSTONE CAPITAL MANAGEMENT
5,886
232
2022-01-10 17:59:36
UMA FINANCIAL SERVICES INC
386
233
2022-01-10 17:41:55
SAM ADVISORS LLC
224
234
2022-01-10 16:51:37
LAKE HILLS WEALTH MANAGEMENT LLC
142
235
2022-01-10 15:47:09
PENBROOK MANAGEMENT LLC
166
236
2022-01-10 15:46:08
IMPACTFOLIO LLC
114
237
2022-01-10 15:27:51
CAPITAL INVESTMENT ADVISORS LLC
3,276
238
2022-01-10 15:07:51
HARBOR INVESTMENT ADVISORY LLC
790
239
2022-01-10 14:54:14
LAWSON KROEKER INVESTMENT MANAGEMENT INC NE
322
240
2022-01-10 14:16:56
INTEGRATED INVESTMENT CONSULTANTS LLC
376
241
2022-01-10 13:52:51
CROSSMARK GLOBAL HOLDINGS INC
4,605
242
2022-01-10 13:50:09
BOLTWOOD CAPITAL MANAGEMENT
271
243
2022-01-10 13:46:49
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT
452
244
2022-01-10 13:20:19
FNY INVESTMENT ADVISERS LLC
Donald Motschwiller
187
245
2022-01-10 13:02:00
DIXON HUBARD FEINOUR BROWN INC VA
1,039
246
2022-01-10 12:17:52
GRANITE SPRINGS ASSET MANAGEMENT LLC
184
247
2022-01-10 12:16:23
WELA STRATEGIES LLC
203
248
2022-01-10 11:38:21
BEESE FULMER INVESTMENT MANAGEMENT INC
961
249
2022-01-10 10:42:04
POEHLING CAPITAL MANAGEMENT LLC
349
250
2022-01-10 10:36:33
SHAKESPEARE WEALTH MANAGEMENT INC
278
251
2022-01-10 10:36:14
BREMER BANK NATIONAL ASSOCIATION
604
252
2022-01-10 10:24:01
TRIMTABS ASSET MANAGEMENT LLC
203
253
2022-01-10 10:18:47
CARRET ASSET MANAGEMENT LLC
903
254
2022-01-10 09:48:31
MURPHY CAPITAL MANAGEMENT INC
931
255
2022-01-10 09:41:28
SUMMIT FINANCIAL GROUP INC
306
256
2022-01-10 09:03:40
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES
339
257
2022-01-10 08:16:06
XR SECURITIES LLC
1,034
258
2022-01-10 07:42:00
INDIANA TRUST INVESTMENT MANAGEMENT CO
216
259
2022-01-07 18:12:40
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC
602
260
2022-01-07 17:32:05
FERGUSON WELLMAN CAPITAL MANAGEMENT INC
3,434
261
2022-01-07 17:19:13
VIEWPOINT INVESTMENT PARTNERS CORP
177
262
2022-01-07 17:17:43
M R CAPITAL MANAGEMENT INC
483
263
2022-01-07 16:27:24
CULLINAN ASSOCIATES INC
1,964
264
2022-01-07 16:22:19
HOLLENCREST SECURITIES LLC
1,266
265
2022-01-07 16:14:48
MCADAM LLC
1,014
266
2022-01-07 15:55:17
LESTER MURRAY ANTMAN DBA SIMPLYRICH
301
267
2022-01-07 14:09:17
BEACON WEALTHCARE LLC
220
268
2022-01-07 13:58:05
VIGILARE WEALTH MANAGEMENT
169
269
2022-01-07 13:04:28
CAPITAL INVESTMENT SERVICES OF AMERICA INC
1,104
270
2022-01-07 12:50:25
BEACON FINANCIAL GROUP
797
271
2022-01-07 12:23:31
TRUST CO OF TOLEDO NA OH
669
272
2022-01-07 11:34:00
VALEO FINANCIAL ADVISORS LLC
2,130
273
2022-01-07 10:19:59
WOODSTOCK CORP
955
274
2022-01-07 10:10:07
SOMERSET TRUST CO
274
275
2022-01-07 09:43:48
FUTURE FINANCIAL WEALTH MANAGMENT LLC
124
276
2022-01-06 18:17:48
MARTIN CAPITAL PARTNERS LLC
212
277
2022-01-06 17:28:52
BIRCH CAPITAL MANAGEMENT LLC
167
278
2022-01-06 16:38:38
VIGILANT CAPITAL MANAGEMENT LLC
1,427
279
2022-01-06 16:26:33
VERSANT CAPITAL MANAGEMENT INC
307
280
2022-01-06 15:59:05
CANTON HATHAWAY LLC
369
281
2022-01-06 14:36:50
EMERY HOWARD PORTFOLIO MANAGEMENT INC
774
282
2022-01-06 13:30:26
MAGNOLIA CAPITAL MANAGEMENT LTD
127
283
2022-01-06 13:03:07
TRIBUTARY CAPITAL MANAGEMENT LLC
1,324
284
2022-01-06 11:50:45
CARROLL FINANCIAL ASSOCIATES INC
1,873
285
2022-01-06 07:30:17
PENSIONFUND SABIC
534
286
2022-01-06 07:22:05
PENSIONFUND DSM NETHERLANDS
867
287
2022-01-05 17:43:35
TARBOX GROUP INC
581
288
2022-01-05 15:00:42
NEW ENGLAND RESEARCH MANAGEMENT INC
207
289
2022-01-05 13:29:07
STONEBRIDGE CAPITAL MANAGEMENT INC
287
290
2022-01-05 12:21:30
HALL LAURIE J TRUSTEE
282
291
2022-01-05 12:08:01
CRESTMONT PRIVATE WEALTH LLC
106
292
2022-01-05 11:56:41
RK ASSET MANAGEMENT LLC
113
293
2022-01-05 11:54:45
SPENCE ASSET MANAGEMENT
404
294
2022-01-05 11:41:43
IMS CAPITAL MANAGEMENT
195
295
2022-01-05 11:27:47
CHESLEY TAFT ASSOCIATES LLC IL
1,933
296
2022-01-05 11:13:03
MEDITOR GROUP LTD
221
297
2022-01-05 10:20:49
CORSICANA & CO
165
298
2022-01-05 10:11:03
ADVOCACY WEALTH MANAGEMENT SERVICES LLC
598
299
2022-01-05 10:07:52
NEVILLE RODIE SHAW INC
1,411
300
2022-01-05 08:07:02
FULTON BANK N A
2,278
301
2022-01-04 16:25:02
BEACON CAPITAL MANAGEMENT INC
3,004
302
2022-01-04 16:23:12
STILLWATER INVESTMENT MANAGEMENT LLC
407
303
2022-01-04 16:07:52
CAMELOT PORTFOLIOS LLC
249
304
2022-01-04 15:50:29
S A MASON LLC
166
305
2022-01-04 15:48:03
STEPHENS GROUP ASSET MANAGEMENT LLC
1,043
306
2022-01-04 14:55:50
SILVERLEAFE CAPITAL PARTNERS LLC
363
307
2022-01-04 14:24:01
DAILY JOURNAL CORP
259
308
2022-01-04 13:33:08
FC ADVISORY LLC
239
309
2022-01-04 11:29:09
CONFLUENCE INVESTMENT MANAGEMENT LLC
7,532
310
2022-01-04 11:11:39
MODUS ADVISORS LLC
235
311
2022-01-04 08:50:54
ELLENBECKER INVESTMENT GROUP
361
312
2022-01-04 08:21:20
PARK NATIONAL CORP OH
2,563
313
2022-01-03 17:16:22
PRIVATE ASSET MANAGEMENT INC
815
314
2022-01-03 15:41:30
BATH SAVINGS TRUST CO
962
315
2022-01-03 15:13:50
WELLSPRING FINANCIAL ADVISORS LLC
4,395
316
2022-01-03 14:20:57
989
317
2022-01-03 13:27:24
RED SPRUCE CAPITAL LLC
183
318
2022-01-03 11:39:40
REMPART ASSET MANAGEMENT INC
528
319
2022-01-03 10:24:00
EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS LLC
220
320
2022-01-03 10:06:47
ENTERPRISE BANK AND TRUST CO
286
321
2022-01-03 09:31:53
CACTI ASSET MANAGEMENT LLC
1,272
1 empty filing(s)
