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Inst Investors
Hedge Funds
# of Filings 2521 40
% of Exp. Filings 28% 4%
Total Stock Value $1,977.9B $43.8B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
4000
 2026-06-30
 2026-03-31
Filing Quarter
2026-06-30
Filing Starts
2026-07-01
Filing Ends
2026-08-14
Last Update
2026-07-24 17:45:01
Institutional Investors
HedgeMind 1000
2521Filing AcceptedFilerTotal Reported Value  
12026-07-24 17:29:56SIDOXIA CAPITAL MANAGEMENT LLC $136.44M
22026-07-24 17:29:41COMPASS FINANCIAL SERVICES INC $267.54M
32026-07-24 17:25:51MONTZ HARCUS WEALTH MANAGEMENT LLC $281.02M
42026-07-24 17:22:56RIDGELINE WEALTH PLANNING LLC $157.78M
52026-07-24 17:22:54XML FINANCIAL LLC $1.37B
62026-07-24 17:20:48KPP ADVISORY SERVICES LLC $790.73M
72026-07-24 17:18:05WOLFSTICH CAPITAL LLC $129.52M
82026-07-24 17:13:39SIMPLIFI INC $253.04M
92026-07-24 17:13:16FELL CAPITAL MANAGEMENT ADV $118.70M
102026-07-24 17:12:43TENON FINANCIAL LLC $310.86M
112026-07-24 17:12:19SURIENCE PRIVATE WEALTH LLC $113.70M
122026-07-24 17:12:13PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC $1.46B
132026-07-24 17:11:45LK BENSON & COMPANY PC $331.52M
142026-07-24 17:11:21CBOE VEST FINANCIAL LLC $9.52B
152026-07-24 17:10:06BETA WEALTH GROUP INC $266.61M
162026-07-24 17:09:22CONESTOGA CAPITAL ADVISORS LLC $4.60B
172026-07-24 17:02:42TOWER VIEW INVESTMENT MANAGEMENT RESEARCH LLC $227.40M
182026-07-24 16:59:49CONSOLIDATED PLANNING CORP $741.60M
192026-07-24 16:57:06STA WEALTH MANAGEMENT LLC $3.62B
202026-07-24 16:53:42TRANSCE3ND LLC $11.34M
212026-07-24 16:53:01WHELAN FINANCIAL $367.22M
222026-07-24 16:45:31DAVIDSON D A CO $18.09B
232026-07-24 16:43:47NORTH FORTY TWO & CO $129.14M
242026-07-24 16:42:38RIVULET CAPITAL LLC $0.00
252026-07-24 16:40:18VAWTER FINANCIAL LTD $265.54M
262026-07-24 16:37:48TRINITY LEGACY PARTNERS LLC $500.47M
272026-07-24 16:36:52NOBLE WEALTH PARTNERS LLC $115.13M
282026-07-24 16:35:42UMPQUA BANK $445.96M
292026-07-24 16:32:13BENJAMIN EDWARDS INC $10.97B
302026-07-24 16:30:27KRUEGER CATALANO CAPITAL PARTNERS LLC $451.97M
312026-07-24 16:22:08CRITERIA CAIXA SAU $23.65M
322026-07-24 16:14:59OPTIMA CAPITAL LLC $253.37M
332026-07-24 16:12:36ROBLE BELKO COMPANY INC $925.29K
342026-07-24 16:04:13FISCHER INVESTMENT STRATEGIES LLC $209.56M
352026-07-24 16:03:03BARRETT & COMPANY INC $357.18M
362026-07-24 16:00:50A16Z PERENNIAL MANAGEMENT LP $1.24B
372026-07-24 15:59:19TERRIL BROTHERS INC $387.84M
382026-07-24 15:57:28DRYSTONE LLC $121.62M
392026-07-24 15:51:39STRONGHOLD WEALTH MANAGEMENT LLC $74.71M
402026-07-24 15:35:28BTIM CORP $13.13B
412026-07-24 15:33:04BARTLETT & CO WEALTH MANAGEMENT LLC $7.99B
422026-07-24 15:31:04TRUST CO OF VIRGINIA VA $1.32B
432026-07-24 15:29:59CRA FINANCIAL SERVICES LLC $867.60M
442026-07-24 15:28:38MEREDITH WEALTH PLANNING $423.71M
452026-07-24 15:25:09LINCLUDEN MANAGEMENT LTD $1.02M
462026-07-24 15:23:02MADDEN SECURITIES CORP $359.97M
472026-07-24 15:20:06BROOKMONT CAPITAL MANAGEMENT $186.38M
482026-07-24 15:19:41NARWHAL CAPITAL MANAGEMENT $1.45B
492026-07-24 15:19:08NELSON ROBERTS INVESTMENT ADVISORS LLC $911.58M
502026-07-24 15:18:54EDGEROCK CAPITAL LLC $441.35M
512026-07-24 15:18:29PERRYMAN FINANCIAL ADVISORY INC AD $751.30M
522026-07-24 15:18:28LANSING STREET ADVISORS $471.71M
532026-07-24 15:17:44SILVER COAST INVESTMENTS LLC $335.85M
542026-07-24 15:17:00DORVAL CORP $347.48M
552026-07-24 15:16:58SEMITAM BONAM LLC $136.13M
562026-07-24 15:16:11BLOSSOM WEALTH MANAGEMENT $70.97M
572026-07-24 15:15:48JAMES INVESTMENT RESEARCH INC $983.78M
582026-07-24 15:15:35LEGACY ADVISORS LLC $1.07B
592026-07-24 15:15:12INVESTMENT PARTNERS ASSET MANAGEMENT INC $179.87M
602026-07-24 15:14:37SCHWAB CHARITABLE FUND $4.49B
612026-07-24 15:12:02GREENWOOD GEARHART INC $2.15B
622026-07-24 15:10:07GREY ROCK ENERGY MANAGEMENT LLC $243.72M
632026-07-24 15:07:48FLYNN ZITO CAPITAL MANAGEMENT LLC $367.81M
642026-07-24 15:07:28SCHNIEDERS CAPITAL MANAGEMENT LLC $761.82M
652026-07-24 15:07:05YOUNGS ADVISORY GROUP INC $319.27M
662026-07-24 15:06:33OPUS FINANCIAL SOLUTIONS LLC $124.04M
672026-07-24 15:05:01MBM WEALTH CONSULTANTS LLC $518.61M
682026-07-24 15:03:22SEAMOUNT FINANCIAL GROUP INC $248.00M
692026-07-24 15:02:47PINE VALLEY INVESTMENTS LTD LIABILITY CO $2.53B
702026-07-24 15:01:37CLARITY WEALTH ADVISORS LLC $566.73M
712026-07-24 14:58:48TOWNSEND ASSET MANAGEMENT CORP NC ADV $311.84M
722026-07-24 14:53:51ALLEN WEALTH MANAGEMENT LLC $205.36M
732026-07-24 14:41:47BOGART WEALTH LLC $2.92B
742026-07-24 14:41:42FIDUCIARY ADVISORS INC $148.63M
752026-07-24 14:32:07STONEBRIDGE FINANCIAL GROUP LLC MO $150.50M
762026-07-24 14:30:47COHALO ADVISORY LLC $1.65M
772026-07-24 14:29:56STONE LOFT WEALTH MANAGEMENT LLC $175.80M
782026-07-24 14:28:28GREATMARK INVESTMENT PARTNERS INC $906.50M
792026-07-24 14:26:49SPWM ADVISORS LLC $108.25M
802026-07-24 14:24:16SUNPOINTE LLC $352.00M
812026-07-24 14:23:52PERSONAL RESOURCES INVESTMENT STRATEGIC MANAGEMENT INC $411.58M
822026-07-24 14:17:36SWP FINANCIAL LLC $216.22M
832026-07-24 14:16:54FORTIS GROUP ADVISORS LLC $625.94M
842026-07-24 14:15:24CLARUS GROUP INC $295.02M
852026-07-24 14:13:37FARMERS MERCHANTS TRUST CO OF CHAMBERSBURG PA $393.99K
862026-07-24 14:13:36WEALTH ADVISORY SOLUTIONS LLC $487.14M
872026-07-24 14:13:22TMB CAPITAL PARTNERS LLC $320.58M
882026-07-24 14:12:00DHJJ FINANCIAL ADVISORS LTD $346.92M
892026-07-24 14:10:07UDINE WEALTH MANAGEMENT INC $242.92M
902026-07-24 14:09:53BRIDGEPORT FINANCIAL SOLUTIONS LLC $392.86M
912026-07-24 14:09:39XCEL WEALTH MANAGEMENT LLC $419.09M
922026-07-24 14:06:27WEALTHBRIDGE CAPITAL MANAGEMENT LLC $503.13M
932026-07-24 14:03:39QUAKER WEALTH MANAGEMENT LLC $343.52M
942026-07-24 14:03:00PETRA FINANCIAL ADVISORS INC $215.74M
952026-07-24 13:59:44POSTROCK PARTNERS LLC $245.93M
962026-07-24 13:58:44VIMA LLC $102.59M
972026-07-24 13:57:15SHARP FINANCIAL SERVICES LLC $215.87M
982026-07-24 13:55:13STARLITE CAPITAL INC $9.70B
992026-07-24 13:55:01SHEPHERD STREET ADVISORS LLC $113.94M
1002026-07-24 13:54:51KAYDAN WEALTH MANAGEMENT INC $328.14M
1012026-07-24 13:52:23S HARRIS FINANCIAL GROUP LLC $129.05M
1022026-07-24 13:50:31SUMMIT INVESTMENT ADVISORY SERVICES LLC $398.46M
1032026-07-24 13:48:15SOVEREIGN FINANCIAL GROUP INC $654.39M
1042026-07-24 13:47:29EQ WEALTH ADVISORS LLC $182.01M
1052026-07-24 13:44:25CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC $433.46M
1062026-07-24 13:44:16STEPHEN J GARRY & ASSOCIATES LLC $137.09M
1072026-07-24 13:44:09GILPIN WEALTH MANAGEMENT LLC $144.72M
1082026-07-24 13:41:20PACIFIC POINT ADVISORS LLC $218.95M
1092026-07-24 13:39:32MAIMON WEALTH MANAGEMENT LTD $129.82M
1102026-07-24 13:38:07SUMMIT FINANCIAL STRATEGIES INC $1.42B
1112026-07-24 13:37:14MARINO STRAM ASSOCIATES LLC $627.76M
1122026-07-24 13:36:09WEST MICHIGAN ADVISORS LLC $455.19M
1132026-07-24 13:34:03MIDLAND WEALTH ADVISORS LLC $2.13B
1142026-07-24 13:33:36PLATFORM TECHNOLOGY PARTNERS $613.66M
1152026-07-24 13:32:55FINANCIAL PERSPECTIVES INC $410.87M
1162026-07-24 13:32:01MBE WEALTH MANAGEMENT LLC $284.45M
1172026-07-24 13:29:50M3 ADVISORY GROUP LLC $192.84M
1182026-07-24 13:29:41RMR WEALTH BUILDERS $1.61B
1192026-07-24 13:29:03LGT FINANCIAL ADVISORS LLC $18.91M
1202026-07-24 13:26:16LPWM LLC $450.72M
1212026-07-24 13:24:28LITTLEJOHN FINANCIAL SERVICES INC $137.61M
1222026-07-24 13:22:44ARBOR INVESTMENT ADVISORS LLC $883.47M
1232026-07-24 13:20:48KRAEMATON INVESTMENT ADVISORS INC $134.28M
1242026-07-24 13:20:35SOLITUDE FINANCIAL SERVICES $361.23M
1252026-07-24 13:18:35KEYSTONE FINANCIAL SERVICES LLC $166.43M
1262026-07-24 13:17:34CHINA UNIVERSAL ASSET MANAGEMENT CO LTD $1.67B
1272026-07-24 13:16:11BOSTONPREMIER WEALTH LLC $235.47M
1282026-07-24 13:14:25COLONIAL RIVER WEALTH MANAGEMENT LLC $351.53M
1292026-07-24 13:12:18APRIO WEALTH MANAGEMENT LLC $2.02B
1302026-07-24 13:12:17MELFA WEALTH MANAGEMENT LLC $185.50M
1312026-07-24 13:09:18GUIDED CAPITAL WEALTH MANAGEMENT LLC $171.01M
1322026-07-24 13:07:14HI LINE CAPITAL MANAGEMENT LLC $355.45M
1332026-07-24 13:06:13FIRST NATIONAL BANK SIOUX FALLS $365.53M
1342026-07-24 13:05:24BARNES WEALTH MANAGEMENT GROUP INC $216.24M
1352026-07-24 13:05:06INTEGRATED WEALTHCARE LLC $133.85M
1362026-07-24 13:04:38VISION FINANCIAL MARKETS LLC $115.25M
1372026-07-24 13:03:20MATTERN CAPITAL MANAGEMENT LLC $856.75M
1382026-07-24 12:53:52KEY FINANCIAL INC $610.56M
1392026-07-24 12:52:30TRUST INVESTMENT ADVISORS $209.40M
1402026-07-24 12:51:46FIRST INTERSTATE BANK $1.92B
1412026-07-24 12:47:49STORYONE LLC $211.60M
1422026-07-24 12:47:21ROCKY MOUNTAIN ADVISERS LLC $392.48M
1432026-07-24 12:46:50INCOME RESEARCH MANAGEMENT $184.48M
1442026-07-24 12:45:55SOUTHERN FINANCIAL GROUP LLC $391.84M
1452026-07-24 12:45:19SANTORI PETERS INC $354.63M
1462026-07-24 12:42:33CHARTER CAPITAL MANAGEMENT LLC DE $225.92M
1472026-07-24 12:42:27SONATA CAPITAL GROUP INC $309.92M
1482026-07-24 12:37:33ABEL HALL LLC $578.70M
1492026-07-24 12:37:03PARSONS CAPITAL MANAGEMENT INC RI $2.21B
1502026-07-24 12:28:14SUN MOUNTAIN CAPITAL LTD $184.21M
1512026-07-24 12:28:09KEEBECK ALPHA LP $48.05M
1522026-07-24 12:22:34PHILO SMITH CAPITAL CORP $368.17M
1532026-07-24 12:20:41EVERSOURCE WEALTH ADVISORS LLC $2.97B
1542026-07-24 12:20:39ARLINGTON CAPITAL MANAGEMENT INC $160.79M
1552026-07-24 12:15:24BLUEPATH CAPITAL MANAGEMENT LLC $182.46M
1562026-07-24 12:15:15AVENTUS INVESTMENT ADVISORS INC $136.48M
1572026-07-24 12:03:15PERKINS CAPITAL MANAGEMENT INC $132.99M
1582026-07-24 11:58:58LEISURE CAPITAL MANAGEMENT $320.42M
1592026-07-24 11:58:29RJA ASSET MANAGEMENT LLC $320.92M
1602026-07-24 11:54:34CROSSGEN WEALTH LLC $128.73M
1612026-07-24 11:47:22WALLEYE PARTNERS LLC $87.74M
1622026-07-24 11:40:18FAIRWAY WEALTH LLC $437.38M
1632026-07-24 11:35:42NILSINE PARTNERS LLC $1.45B
1642026-07-24 11:33:15ROOF EIDAM MAYCOCK ADV $507.70M
1652026-07-24 11:30:01TAYLOR FINANCIAL GROUP INC $181.93M
1662026-07-24 11:29:17FUTURE FINANCIAL WEALTH MANAGMENT LLC $160.44M
1672026-07-24 11:23:49PRIVATE CAPITAL ADVISORS INC $1.14B
1682026-07-24 11:20:45ROCKLINE WEALTH MANAGEMENT LLC $522.42M
1692026-07-24 11:20:23INTRUA FINANCIAL LLC $1.09B
1702026-07-24 11:14:50PILLAR FINANCIAL ADVISORS LLC $191.18M
1712026-07-24 11:14:33TREVIAN WEALTH MANAGEMENT LLC $234.60M
1722026-07-24 11:14:21ARWA LLC $241.02M
1732026-07-24 11:14:07SAGE FINANCIAL MANAGEMENT GROUP INC $363.96M
1742026-07-24 11:13:43GRANDVIEW ASSET MANAGEMENT LLC $402.57M
1752026-07-24 11:13:12CARNEGIE LAKE ADVISORS LLC $268.21M
1762026-07-24 11:13:04SKYLANDS CAPITAL LLC $813.94M
1772026-07-24 11:12:31MERIDIAN FINANCIAL PARTNERS LLC $293.31M
1782026-07-24 11:12:05MILESTONES PRIVATE INVESTMENT ADVISORS LLC $125.59M
1792026-07-24 11:11:41LATKO WEALTH MANAGEMENT LTD $235.57M
1802026-07-24 11:11:07SAVOIR FAIRE CAPITAL MANAGEMENT LP $161.03M
1812026-07-24 11:10:11CANTOR FITZGERALD INVESTMENT ADVISER L P $1.48B
1822026-07-24 11:09:35DILIGENT INVESTORS LLC $449.05M
1832026-07-24 11:09:22BERKELEY INC $318.67M
1842026-07-24 11:08:58KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT $352.27M
1852026-07-24 11:08:58VIRTUS WEALTH SOLUTIONS LLC $734.97M
1862026-07-24 11:08:52BRAUN BOSTICH ASSOCIATES INC $179.10M
1872026-07-24 11:06:32BLUE JEAN FINANCIAL LLC $143.66M
1882026-07-24 11:03:02WELL DONE LLC $743.36M
1892026-07-24 11:01:33GEN FINANCIAL MANAGEMENT INC $167.14M
1902026-07-24 10:57:38CORA CAPITAL ADVISORS LLC $356.27M
1912026-07-24 10:54:38WALSER WEALTH MANAGEMENT COMPANY A LTD LIABILITY CO $240.71M
1922026-07-24 10:54:37QUILTER PLC $6.65B
1932026-07-24 10:52:18MILESTONES ADMINISTRADORA DE RECURSOS LTDA $517.65M
1942026-07-24 10:51:26INTEGRAS PARTNERS LLC $181.21M
1952026-07-24 10:44:13JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $128.35M
1962026-07-24 10:42:33PENN MUTUAL ASSET MANAGEMENT LLC $19.49M
1972026-07-24 10:36:30HUNTINGTON ASSET ADVISORS INC $1.09B
1982026-07-24 10:31:46ALPHACENTRIC ADVISORS LLC $118.02M
1992026-07-24 10:29:58WOODSIDE WEALTH MANAGEMENT LLC $143.52M
2002026-07-24 10:28:51CATALYST CAPITAL ADVISORS LLC $6.03B
2012026-07-24 10:23:14RIVERPARK ADVISORS LLC $218.85M
2022026-07-24 10:22:04STEGNER INVESTMENT ASSOCIATES INC $210.33M
2032026-07-24 10:19:36WAGNER WEALTH MANAGEMENT LLC $540.58M
2042026-07-24 10:17:40PICTET CIE EUROPE SA $5.12B
2052026-07-24 10:16:40GRAY PRIVATE WEALTH LLC $231.39M
2062026-07-24 10:16:09PROVENANCE WEALTH ADVISORS LLC $1.05B
2072026-07-24 10:14:52MUNICH REINSURANCE CO STOCK CORP IN MUNICH $4.57B
2082026-07-24 10:14:49MIZUHO MARKETS AMERICAS LLC $6.37B
2092026-07-24 10:14:22MIZUHO MARKETS CAYMAN LP $2.67B
2102026-07-24 10:12:55MIZUHO SECURITIES USA LLC $4.24B
2112026-07-24 10:05:32PICTET BANK TRUST LTD $93.27M
2122026-07-24 10:01:29MARTIN CAPITAL ADVISORS LLP $190.78M
2132026-07-24 09:59:40CORSICANA & CO $206.37M
2142026-07-24 09:55:47CAPITAL ASSET MANAGEMNET LLC $44.43M
2152026-07-24 09:53:13ARQ WEALTH ADVISORS LLC $806.61M
2162026-07-24 09:52:39OATH PLANNING LLC $134.72M
2172026-07-24 09:51:53VESTMENT FINANCIAL LLC $223.09M
2182026-07-24 09:51:12UHLMANN PRICE SECURITIES LLC $2.68B
2192026-07-24 09:40:26PAINTED PORCH ADVISORS LLC $228.83M
2202026-07-24 09:31:08PICTET NORTH AMERICA ADVISORS SA $1.13B
2212026-07-24 09:26:25QUEST 10 WEALTH BUILDERS INC $128.73M
2222026-07-24 09:22:46GUARDIAN WEALTH MANAGEMENT LLC $356.70M
2232026-07-24 09:18:51ECHO WEALTH MANAGEMENT LLC $195.93M
2242026-07-24 08:57:06CREDIT INDUSTRIEL ET COMMERCIAL $1.55B
2252026-07-24 08:55:16FUKOKU MUTUAL LIFE INSURANCE CO $1.72B
2262026-07-24 08:47:26HEALTHINVEST PARTNERS AB $371.70M
2272026-07-24 08:45:41MOUNT VERNON ASSOCIATES INC MD $153.42K
2282026-07-24 08:45:08LA BANQUE POSTALE ASSET MANAGEMENT SA $10.00B
2292026-07-24 08:43:36ARIES WEALTH MANAGEMENT $509.28M
2302026-07-24 08:42:30BRIGHT FUTURES WEALTH MANAGEMENT LLC $154.81M
2312026-07-24 08:42:03BENNETT SELBY INVESTMENTS LP $312.92M
2322026-07-24 08:31:37ABSOLUTE CAPITAL MANAGEMENT LLC $400.81M
2332026-07-24 08:16:18COMGEST GLOBAL INVESTORS S A S $4.55B
2342026-07-24 08:06:48CAPRICORN FUND MANAGERS LTD $1.27B
2352026-07-24 08:00:23CAISSE DES DEPOTS ET CONSIGNATIONS $5.91B
2362026-07-24 07:58:21ONE WEALTH CAPITAL MANAGEMENT LLC $355.09M
2372026-07-24 07:48:55BANQUE PICTET CIE SA $15.97B
2382026-07-24 07:25:28AMELIORA WEALTH MANAGEMENT LTD $336.86M
2392026-07-24 06:51:52INCOME INSURANCE LTD $167.76M
2402026-07-24 06:47:19BROADWATER CAPITAL MANAGEMENT LLC $137.86M
2412026-07-24 06:30:03NATIONWIDE FUND ADVISORS $2.42B
2422026-07-24 06:21:02EMPIRE LIFE INVESTMENTS INC $1.79B
2432026-07-24 06:18:37ESSEX LLC $658.75M
2442026-07-24 06:17:02E L FINANCIAL CORP LTD $1.21B
2452026-07-24 06:08:18NAN FUNG TRINITY HK LTD $1.01B
2462026-07-24 06:01:26SEATOWN HOLDINGS PTE LTD $166.38M
2472026-07-23 20:17:53RETIREMENT NETWORK $822.35M
2482026-07-23 20:14:28MALAGA COVE CAPITAL LLC $314.08M
2492026-07-23 20:12:17SIGNATUREFD LLC $7.49B
2502026-07-23 20:03:54INTELLIGENT FINANCIAL STRATEGIES $207.84M
2512026-07-23 19:59:33ARIZONA PSPRS TRUST $2.68B
2522026-07-23 19:40:56RAINEY RANDALL INVESTMENT MANAGEMENT INC $699.76M
2532026-07-23 19:08:32RARE WOLF CAPITAL LLC $155.67M
2542026-07-23 18:49:22CREWE ADVISORS LLC $1.38B
2552026-07-23 18:48:02VISTA CAPITAL PARTNERS INC $1.14B
2562026-07-23 18:36:15TRADEWINDS CAPITAL MANAGEMENT LLC $562.55M
2572026-07-23 18:35:19GENOA CAPITAL GESTORA DE RECURSOS LTDA $551.18M
2582026-07-23 18:35:02INSIGHT INV LLC $212.13M
2592026-07-23 18:06:31PENNSYLVANIA CAPITAL MANAGEMENT INC ADV $394.75M
2602026-07-23 18:00:54HARTFORD FINANCIAL MANAGEMENT INC $448.18M
2612026-07-23 17:58:49LODESTONE WEALTH MANAGEMENT LLC $283.25M
2622026-07-23 17:38:34ORBA WEALTH ADVISORS LLC $116.97M
2632026-07-23 17:29:08BENSLER LLC $1.13B
2642026-07-23 17:24:42JOHNSON INVESTMENT COUNSEL INC $13.69B
2652026-07-23 17:22:48COURAGE MILLER PARTNERS LLC $379.01M
2662026-07-23 17:22:25GKV CAPITAL MANAGEMENT CO INC $309.92M
2672026-07-23 17:17:07WEALTH ARCHITECTS LLC $1.27B
2682026-07-23 17:14:16ANCHYRA PARTNERS LLC $416.39M
2692026-07-23 17:12:54BAYSHORE ASSET MANAGEMENT LLC $279.80M
2702026-07-23 17:11:48PRISM PLANNING PARTNERS LLC $94.48M
2712026-07-23 17:07:22J M BROWN & ASSOCIATES INC $174.75M
2722026-07-23 17:03:42FINGERLAKES WEALTH MANAGEMENT INC $185.82M
2732026-07-23 17:02:59NEW HARBOR FINANCIAL GROUP LLC $632.91M
2742026-07-23 17:01:53NDWM LLC $170.21M
2752026-07-23 17:01:19ABUNDANCE WEALTH COUNSELORS $1.54B
2762026-07-23 17:00:22WILLIAM MARSH RICE UNIVERSITY $219.20M
2772026-07-23 17:00:12FORUM FINANCIAL MANAGEMENT LP $7.79B
2782026-07-23 16:59:58MILLER WEALTH ADVISORS LLC $279.05M
2792026-07-23 16:58:10DYNAMIC WEALTH STRATEGIES LLC $187.75M
2802026-07-23 16:54:41TED BUCHAN & CO $305.67M
2812026-07-23 16:53:13HIBERNIA WEALTH PARTNERS LLC $184.65M
2822026-07-23 16:51:17URBAN WEALTH MANAGEMENT LLC $114.72M
2832026-07-23 16:50:28ATALA FINANCIAL INC $164.52M
2842026-07-23 16:50:11KESLER NORMAN AND WRIDE LLC $631.42M
2852026-07-23 16:46:31IFS GROUP LLC $72.84M
2862026-07-23 16:45:25JNBA FINANCIAL ADVISORS $1.32B
2872026-07-23 16:45:07EVERGREEN PRIVATE WEALTH LLC $270.42M
2882026-07-23 16:43:25ETESIAN WEALTH ADVISORS INC $338.30M
2892026-07-23 16:41:34WMS GROUP LLC $77.54M
2902026-07-23 16:40:36BRAVERA WEALTH $260.77M
2912026-07-23 16:40:28CARMEL CAPITAL MANAGEMENT L L C $456.37M
2922026-07-23 16:40:08INNOVATIVE WEALTH BUILDING LLC $172.13M
2932026-07-23 16:39:25BANKCHAMPAIGN NATIONAL ASSOCIATION $130.24M
2942026-07-23 16:38:09BLVD PRIVATE WEALTH LLC $134.56M
2952026-07-23 16:38:05CAPE INVESTMENT ADVISORY INC $374.07M
2962026-07-23 16:36:13PFG INVESTMENTS LLC $2.58B
2972026-07-23 16:34:00CONSOLIDATED PORTFOLIO REVIEW CORP $1.20B
2982026-07-23 16:33:49AVORY AND COMPANY LLC $80.03M
2992026-07-23 16:33:08TERAMO ADVISORS LLC $529.24M
3002026-07-23 16:32:18RANDOLPH CO INC $1.19B
3012026-07-23 16:30:48NORTHLANDING FINANCIAL PARTNERS LLC $144.55M
3022026-07-23 16:29:56IGNITE PLANNERS LLC $728.98M
3032026-07-23 16:26:42NAVPOINT FINANCIAL INC $269.90M
3042026-07-23 16:25:03TANAGER WEALTH MANAGEMENT LLP $1.15B
3052026-07-23 16:23:54MASON & ASSOCIATES INC $619.04M
3062026-07-23 16:23:41STRID GROUP LLC $900.75M
3072026-07-23 16:23:19NORTHWEST WEALTH ADVISORS LLC $174.04M
3082026-07-23 16:22:10GREENLINE WEALTH MANAGEMENT LLC $121.68M
3092026-07-23 16:20:40MINE ARAO WEALTH CREATION MANAGEMENT LLC $275.90M
3102026-07-23 16:18:59SARATOGA RESEARCH INVESTMENT MANAGEMENT $1.83B
3112026-07-23 16:14:12HICKS CAPITAL MANAGEMENT LLC $121.97M
3122026-07-23 16:13:02BWM PLANNING LLC $431.25M
3132026-07-23 16:11:12FINANCIAL CONSULATE INC $898.55M
3142026-07-23 16:10:03P E GLOBAL LLC $1.56B
3152026-07-23 16:01:59EATON CAMBRIDGE INC $355.77M
3162026-07-23 16:01:42HOERTKORN RICHARD CHARLES $149.21M
3172026-07-23 16:01:30WELCH GROUP LLC $2.93B
3182026-07-23 15:58:09E G ADVISORS LP $517.81M
3192026-07-23 15:55:59GREAT POINT WEALTH ADVISORS LLC $619.16M
3202026-07-23 15:53:32GUILBAULT CAPITAL LLC $99.58M
3212026-07-23 15:52:58KELLETT SCHAFFNER WEALTH ADVISORS LLC $214.82M
3222026-07-23 15:52:38FORBES FINANCIAL PLANNING INC $186.42M
3232026-07-23 15:52:06POWERHOUSE ASSETS LLC $122.85M
3242026-07-23 15:50:54SENTINEL ADVISORY GROUP LLC $244.89M
3252026-07-23 15:49:56RBA WEALTH MANAGEMENT LLC $272.50M
3262026-07-23 15:49:42NAPLES GLOBAL ADVISORS LLC $1.62B
3272026-07-23 15:49:21VANGUARD CAPITAL WEALTH ADVISORS $147.60M
3282026-07-23 15:48:25TI TRUST INC $186.03M
3292026-07-23 15:47:01TOTAL CLARITY WEALTH MANAGEMENT INC $514.65M
3302026-07-23 15:45:46SIVIA CAPITAL PARTNERS LLC $822.08M
3312026-07-23 15:35:37COOKSON PEIRCE CO INC $3.04B
3322026-07-23 15:34:42CASCADE INVESTMENT GROUP INC $178.30M
3332026-07-23 15:34:22GRIFFIN ASSET MANAGEMENT INC $948.90M
3342026-07-23 15:31:27HUNTER ASSOCIATES INC $868.29K
3352026-07-23 15:30:44TURNING POINT BENEFIT GROUP INC $232.48M
3362026-07-23 15:29:31KEARNS & ASSOCIATES LLC $214.20M
3372026-07-23 15:22:59SENTINEL PENSION ADVISORS INC $762.25M
3382026-07-23 15:16:23EASTERLY INVESTMENT PARTNERS LLC $1.97B
3392026-07-23 15:14:25VAVRA CAPITAL MANAGEMENT LLC $114.28M
3402026-07-23 15:00:54WEALTH ADVISORY TEAM LLC $123.01M
3412026-07-23 15:00:17EVERGREEN CAPITAL MANAGEMENT LLC $5.70B
3422026-07-23 14:53:12HARRINGTON INVESTMENTS INC $206.47M
3432026-07-23 14:46:29STILLWATER CAPITAL ADVISORS LLC $980.57M
3442026-07-23 14:44:39WETZEL INVESTMENT ADVISORS INC $288.65M
3452026-07-23 14:41:41PEREGRINE INVESTMENT MANAGEMENT INC $234.71M
3462026-07-23 14:36:00TRAUB CAPITAL MANAGEMENT LLC $112.09M
3472026-07-23 14:34:55WHEELHOUSE ADVISORY GROUP LLC $354.36M
3482026-07-23 14:29:34ARCATAUR CAPITAL MANAGEMENT LLC $403.50M
3492026-07-23 14:24:12RAREVIEW CAPITAL LLC $178.85M
3502026-07-23 14:24:08LUNATE CAPITAL LTD $196.01M
3512026-07-23 14:19:37GGM FINANCIALS LLC $263.72M
3522026-07-23 14:17:55R2 CAPITAL STRATEGIES LLC $220.75M
3532026-07-23 14:17:46TME FINANCIAL INC $161.96M
3542026-07-23 14:14:35COPPER HARBOR INVESTMENT ADVISORS LLC $472.41M
3552026-07-23 14:06:47RED REEF ADVISORS LLC $108.43M
3562026-07-23 14:00:48EQUITABLE TRUST CO $2.40B
3572026-07-23 14:00:31HIGH NOTE WEALTH LLC $586.17M
3582026-07-23 13:56:15FSR WEALTH MANAGEMENT LTD $87.75M
3592026-07-23 13:49:43SLOCUM GORDON & CO LLP $150.53M
3602026-07-23 13:45:26ALLEY INVESTMENT MANAGEMENT COMPANY LLC $855.96M
3612026-07-23 13:42:30STANDPOINT ASSET MANAGEMENT LLC $476.99M
3622026-07-23 13:35:21MATTERN WEALTH MANAGEMENT LLC $609.34M
3632026-07-23 13:29:58ALLIANCE WEALTH ADVISORS LLC UT $530.31M
3642026-07-23 13:28:48TSFG LLC $793.88K
3652026-07-23 13:28:31PFG PRIVATE WEALTH MANAGEMENT LLC $230.80M
3662026-07-23 13:22:59WORM CAPITAL LLC $133.55M
3672026-07-23 13:21:54AMALGAMATED BANK $14.47M
3682026-07-23 13:15:19BAKER ELLIS ASSET MANAGEMENT LLC $964.10M
3692026-07-23 13:10:45UNION SAVINGS BANK $248.91M
3702026-07-23 13:04:37TWO POINT CAPITAL MANAGEMENT INC $248.25M
3712026-07-23 12:57:00UNITED WEALTH MANAGEMENT LLC $444.41M
3722026-07-23 12:56:43WEALTHQUEST CORP $1.59B
3732026-07-23 12:55:50FRACTAL INVESTMENTS LLC $866.88M
3742026-07-23 12:53:39THREE CORD TRUE WEALTH MANAGEMENT LLC $210.19M
3752026-07-23 12:53:12PENBROOK MANAGEMENT LLC $156.78M
3762026-07-23 12:43:25MN WEALTH ADVISORS LLC $234.88M
3772026-07-23 12:40:14ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC $489.36M
3782026-07-23 12:39:38MEDIOLANUM INTERNATIONAL FUNDS LTD $11.70B
3792026-07-23 12:39:36INVESTMENT PLANNING ADVISORS INC $431.82M
3802026-07-23 12:31:11ERN FINANCIAL LLC $604.32M
3812026-07-23 12:30:13NATIONS FINANCIAL GROUP INC IA ADV $2.09B
3822026-07-23 12:26:34LEONARD RICKEY INVESTMENT ADVISORS P L L C $636.79M
3832026-07-23 12:26:32KARRAS COMPANY INC $110.33M
3842026-07-23 12:26:25WELLS FINANCIAL ADVISORS INC $10.77M
3852026-07-23 12:21:13TAYLOR FRIGON CAPITAL MANAGEMENT LLC $213.65M
3862026-07-23 12:19:186TH STREET ADVISORS LLC $174.03M
3872026-07-23 12:16:02CITRINE CAPITAL LLC $270.17M
3882026-07-23 12:14:01CLIO ASSET MANAGEMENT LLC $125.79M
3892026-07-23 12:12:51CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC $310.20M
3902026-07-23 12:11:39SUN GROUP WEALTH PARTNERS $146.56M
3912026-07-23 12:10:31CAPITAL INVESTMENT ADVISORY SERVICES LLC $1.62B
3922026-07-23 12:10:15FINANCIAL & TAX ARCHITECTS LLC $474.27M
3932026-07-23 12:05:24MOSLEY WEALTH MANAGEMENT $314.26M
3942026-07-23 12:04:37FAMILY INVESTMENT CENTER INC $602.20M
3952026-07-23 12:03:21FINANCIAL PARTNERS GROUP INC $985.06M
3962026-07-23 12:01:52WMG FINANCIAL ADVISORS LLC $265.38M
3972026-07-23 12:01:45GRANITE GROUP ADVISORS LLC $168.67M
3982026-07-23 12:00:21BROOKWOOD INVESTMENT GROUP LLC $887.62M
3992026-07-23 11:59:36STONE POINT WEALTH LLC $394.03M
4002026-07-23 11:58:34ALEXIS INVESTMENT PARTNERS LLC $170.99M
4012026-07-23 11:58:07CAPSTONE WEALTH MANAGEMENT LLC $215.51M
4022026-07-23 11:57:35CASTELLAN GROUP LLC $912.09M
4032026-07-23 11:55:01RESTON WEALTH MANAGEMENT LLC $370.99M
4042026-07-23 11:52:29BKA WEALTH CONSULTING INC $144.24M
4052026-07-23 11:43:26JONES KERTZ & ASSOCIATES INC $216.92M
4062026-07-23 11:42:18SYMMETRY PARTNERS LLC $1.96B
4072026-07-23 11:42:15RIA ADVISORY GROUP LLC $459.57M
4082026-07-23 11:40:23SOUTHERN CAPITAL SERVICES INC ADV $178.14M
4092026-07-23 11:37:18FORONJY FINANCIAL LLC $272.16M
4102026-07-23 11:35:53TRANQUILITY PARTNERS LLC $290.96M
4112026-07-23 11:35:20SAWYER COMPANY INC $297.89M
4122026-07-23 11:31:48PAPP L ROY ASSOCIATES $951.38M
4132026-07-23 11:30:47DICKMEYER BOYCE FINANCIAL MANAGEMENT INC $192.99M
4142026-07-23 11:30:37COUNTERWEIGHT VENTURES LLC $200.60M
4152026-07-23 11:30:12NEW YORK STATE TEACHERS RETIREMENT SYSTEM $54.17M
4162026-07-23 11:29:34WEALTH ALLIANCE ADVISORY GROUP LLC $691.39M
4172026-07-23 11:28:11CHRISTINE MESSMER PC $177.48M
4182026-07-23 11:25:54RATHBONE BROTHERS PLC $27.14B
4192026-07-23 11:23:25TRUNORTH CAPITAL MANAGEMENT LLC $622.61M
4202026-07-23 11:22:12FIDEURAM ASSET MANAGEMENT (IRELAND) DAC $5.26B
4212026-07-23 11:21:31DUPREE FINANCIAL GROUP LLC $266.87M
4222026-07-23 11:17:19AG2R LA MONDIALE GESTION D'ACTIFS $2.76B
4232026-07-23 11:15:43BERKSHIRE MONEY MANAGEMENT INC $1.09B
4242026-07-23 11:15:19GLOBAL VIEW CAPITAL MANAGEMENT LLC $484.42M
4252026-07-23 11:11:53ROWLAND CO INVESTMENT COUNSEL ADV $548.59K
4262026-07-23 11:10:03NAVIGATE WEALTH MANAGEMENT LLC $161.40M
4272026-07-23 11:09:17TRUE PRIVATE WEALTH ADVISORS $1.16B
4282026-07-23 11:07:58BRADY MARTZ WEALTH SOLUTIONS LLC $662.01M
4292026-07-23 11:06:21FINANCIAL PLANNING HAWAII INC $186.44M
4302026-07-23 11:04:32AJ ADVISORS LLC $321.83M
4312026-07-23 11:03:57FERGUSON WELLMAN CAPITAL MANAGEMENT INC $8.18B
4322026-07-23 11:03:53BUFFALO BUSINESS & ESTATE SERVICES LTD $792.87M
4332026-07-23 11:03:16CARROLL ADVISORY GROUP LLC $304.54M
4342026-07-23 11:02:33MCALVANY WEALTH MANAGEMENT LLC $133.68M
4352026-07-23 11:01:46STERLING WEALTH ADVISORS INC $183.99M
4362026-07-23 11:00:38CAPITAL ADVISORS WEALTH MANAGEMENT LLC $851.44M
4372026-07-23 10:59:52BANCFIRST TRUST & INVESTMENT MANAGEMENT $237.01M
4382026-07-23 10:59:38TORREY PAYNE WEALTH MANAGEMENT LLC $121.59M
4392026-07-23 10:58:48INVESTMENT RESEARCH ADVISORY GROUP INC $323.91M
4402026-07-23 10:57:29CITADEL INVESTMENT ADVISORY INC $220.26M
4412026-07-23 10:56:40TRIBUTARY CAPITAL MANAGEMENT LLC $1.22B
4422026-07-23 10:48:47BERBICE CAPITAL MANAGEMENT LLC $193.18M
4432026-07-23 10:44:14ROBERT BOSCH GMBH $165.51M
4442026-07-23 10:42:31JAMES HAMBRO PARTNERS $2.76B
4452026-07-23 10:40:35ADVISORNET FINANCIAL INC $2.19B
4462026-07-23 10:37:59SMITH SALLEY ASSOCIATES $2.30B
4472026-07-23 10:33:29COLUMBIA ADVISORY PARTNERS LLC $181.31M
4482026-07-23 10:29:36HOLISTIC FINANCIAL PARTNERS $163.65M
4492026-07-23 10:29:32BALLENTINE CAPITAL ADVISORS INC $265.38M
4502026-07-23 10:23:26ONYX BRIDGE WEALTH GROUP LLC $1.11B
4512026-07-23 10:23:16PEKAO TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SA $157.39M
4522026-07-23 10:21:31CONTEXT CAPITAL MANAGEMENT LLC $5.15B
4532026-07-23 10:18:19HERALD INVESTMENT MANAGEMENT LTD $737.30M
4542026-07-23 10:16:31HERITAGE OAK WEALTH ADVISORS LLC $339.67M
4552026-07-23 10:16:08TEXAS PERMANENT SCHOOL FUND $2.26B
4562026-07-23 10:14:49STRONGBOX WEALTH LLC $350.91M
4572026-07-23 10:13:56ESSEX SAVINGS BANK $462.45M
4582026-07-23 10:11:17ECON FINANCIAL SERVICES CORP $214.01M
4592026-07-23 10:09:18LILLY ENDOWMENT INC $108.40B
4602026-07-23 10:08:18NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST $62.15M
4612026-07-23 10:03:42GENERAL ELECTRIC CO $368.85M
4622026-07-23 10:02:52FINANCIAL DISCOVERY GROUP INC $46.90M
4632026-07-23 09:58:50KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP $165.50M
4642026-07-23 09:54:17STRATEGIC BLUEPRINT LLC $2.00B
4652026-07-23 09:53:18NEW WAVE WEALTH ADVISORS LLC $366.28M
4662026-07-23 09:51:34WEST BANCORPORATION INC $233.83M
4672026-07-23 09:45:51CORNERSTONE ENTERPRISES LLC $219.24M
4682026-07-23 09:43:26BREAKTHRU ADVISORY SERVICES LLC $29.78M
4692026-07-23 09:42:05MONETARY SOLUTIONS LTD $116.12M
4702026-07-23 09:33:36YORKTOWN MANAGEMENT RESEARCH CO INC $163.26M
4712026-07-23 09:31:33POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY $13.33B
4722026-07-23 09:24:44PALACIOS WEALTH MANAGEMENT LLC $169.23M
4732026-07-23 09:21:21GROVE STREET FIDUCIARY LLC $236.85M
4742026-07-23 09:19:43VUB GENERALI DOCHODKOVA SPRAVCOVSKA SPOLOCNOST AS $145.00M
4752026-07-23 09:05:20DYMON ASIA CAPITAL (SINGAPORE) PTE LTD $2.39B
4762026-07-23 08:56:17TFC FINANCIAL MANAGEMENT $902.26M
4772026-07-23 08:47:53ARTEMIS INVESTMENT MANAGEMENT LLP $11.23B
4782026-07-23 08:45:56FIDEURAM INTESA SANPAOLO PRIVATE BANKING SPA $3.33B
4792026-07-23 08:36:42MORTON CAPITAL MANAGEMENT LLC CA $731.28M
4802026-07-23 08:35:53ARENA CAPITAL ADVISORS LLC CA $207.88M
4812026-07-23 08:35:19CEDARWOOD WEALTH LLC $132.31M
4822026-07-23 08:34:45EQ LLC $407.21M
4832026-07-23 08:34:05NWAM LLC $2.00B
4842026-07-23 08:32:48PARTHENON LLC $961.95M
4852026-07-23 08:32:10SHERRILL & HUTCHINS FINANCIAL ADVISORY INC $209.20M
4862026-07-23 08:31:29COTTONWOOD CAPITAL ADVISORS LLC $165.91M
4872026-07-23 08:28:59SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC $228.88M
4882026-07-23 08:28:43GROUPE DES ASSURANCES DU CREDIT MUTUEL $8.04M
4892026-07-23 08:22:25MARKIN VOLTERRA FUND LP $146.85M
4902026-07-23 08:19:35INTESA SANPAOLO WEALTH MANAGEMENT $499.69M
4912026-07-23 07:25:23DARA CAPITAL US INC $145.04M
4922026-07-23 07:15:02BRUMMER MULTI STRATEGY AB $1.22M
4932026-07-23 06:46:33BAADER BANK INC $1.33B
4942026-07-23 06:41:33PPSC INVESTMENT SERVICE CORP $1.58B
4952026-07-23 06:26:11PAYPAY SECURITIES CORP $4.10M
4962026-07-23 06:15:28ALECTA PENSIONSFORSAKRING OMSESIDIGT $23.77B
4972026-07-23 06:14:34ABN AMRO INVESTMENT SOLUTIONS $11.54B
4982026-07-23 06:11:39WEALTHNAVI INC $12.76M
4992026-07-23 06:01:25ADVANTUS CAPITAL MANAGEMENT INC $2.78B
5002026-07-22 21:52:24VMS ASSET MANAGEMENT LIMITED $314.96M
5012026-07-22 21:00:36UG INVESTMENT ADVISERS LTD $103.11M
5022026-07-22 20:57:52THOMAS STORY SON LLC $282.83M
5032026-07-22 20:29:44APOLLON FINANCIAL LLC $847.56M
5042026-07-22 20:23:49APOLLON WEALTH MANAGEMENT LLC $8.23B
5052026-07-22 20:02:28SBI SECURITIES CO LTD $4.40B
5062026-07-22 19:49:52PIONEER TRUST BANK N A OR $441.08M
5072026-07-22 19:44:22WESTCHESTER CAPITAL MANAGEMENT INC $555.40M
5082026-07-22 19:35:33LOUISBOURG INVESTMENTS INC $542.06M
5092026-07-22 19:00:16KLEIN PAVLIS & PEASLEY FINANCIAL INC $192.10M
5102026-07-22 18:40:01WT WEALTH MANAGEMENT $361.08M
5112026-07-22 18:36:09BETTER WAY FINANCIAL LLC $118.21M
5122026-07-22 18:31:30MERIDIAN INVESTMENT COUNSEL INC $465.87M
5132026-07-22 18:29:38LAZARI CAPITAL MANAGEMENT INC $324.63M
5142026-07-22 18:17:28COOPER CAPITAL ADVISORS LLC $230.59M
5152026-07-22 18:06:57STEIGERWALD GORDON AND KOCH INC $1.01B
5162026-07-22 17:57:19ROBBINS FARLEY LLC $260.44M
5172026-07-22 17:54:48THOR INVESTMENT MANAGEMENT INC OH ADV $175.82M
5182026-07-22 17:50:31CAPITAL ADVISORS INC OK $6.80B
5192026-07-22 17:37:17VSM WEALTH ADVISORY LLC $376.46M
5202026-07-22 17:34:58WARREN STREET WEALTH ADVISORS LLC $448.15M
5212026-07-22 17:29:38OREGON PACIFIC WEALTH MANAGEMENT LLC $106.59M
5222026-07-22 17:29:09NEWTON ONE INVESTMENTS LLC $397.09M
5232026-07-22 17:21:11MONUMENT CAPITAL MANAGEMENT $497.18M
5242026-07-22 17:20:50JDH WEALTH MANAGEMENT LLC $164.33M
5252026-07-22 17:18:04FORTITUDE ADVISORY GROUP L L C $261.75M
5262026-07-22 17:14:51MB LEVIS & ASSOCIATES LLC $271.36M
5272026-07-22 17:08:35RF&L WEALTH MANAGEMENT LLC $147.78M
5282026-07-22 17:07:42MILFAM LLC $128.19M
5292026-07-22 17:04:06CAPITAL PLANNING LLC $343.40M
5302026-07-22 17:02:54ALLEGHENY FINANCIAL GROUP LTD $941.96M
5312026-07-22 17:01:02HERITAGE WEALTH MANAGEMENT INC CA $263.24M
5322026-07-22 16:52:27ENTELEVEST LLC $117.05M
5332026-07-22 16:51:05TRUSTWELL FINANCIAL ADVISORS LLC $117.85M
5342026-07-22 16:50:16ALTOS VENTURES MANAGEMENT INC $0.00
5352026-07-22 16:48:11TRUE NORTH ADVISORS LLC $1.05B
5362026-07-22 16:47:30ALTA PARTNERS MANAGEMENT COMPANY LP $127.32M
5372026-07-22 16:43:57RED TREE MANAGEMENT LLC $147.28M
5382026-07-22 16:41:50FIDELIS IM LLC $293.20M
5392026-07-22 16:41:28OWEN LARUE LLC $287.57M
5402026-07-22 16:35:48AHARA ADVISORS LLC $148.02M
5412026-07-22 16:35:20ANDERA PARTNERS $206.48M
5422026-07-22 16:23:01WENDEL SE $518.92M
5432026-07-22 16:18:29TOWNSEND ASSOCIATES INC $1.17B
5442026-07-22 16:17:38YODER WEALTH MANAGEMENT INC $255.85M
5452026-07-22 16:15:15WILDCAT CAPITAL MANAGEMENT LLC $228.53M
5462026-07-22 16:14:27STATE OF WISCONSIN BOARD OF COMMISSIONERS OF PUBLIC LANDS $152.75M
5472026-07-22 16:14:21LEGACY CG LLC $390.61M
5482026-07-22 16:08:15KOOMAN & ASSOCIATES $372.41M
5492026-07-22 16:07:09BLUESTEM FINANCIAL ADVISORS LLC $285.53M
5502026-07-22 16:04:37CONFLUENCE WEALTH SERVICES INC $3.50B
5512026-07-22 16:03:27HARBOUR INVESTMENT MANAGEMENT LLC $193.64M
5522026-07-22 16:01:02CONSOLIDATED INVESTMENT GROUP LLC $1.15B
5532026-07-22 15:56:39ASSET ADVISORS INVESTMENT MANAGEMENT LLC $1.09B
5542026-07-22 15:49:39CHAPMAN INVESTMENT MANAGEMENT LLC $121.24M
5552026-07-22 15:48:10FOUNDRY FINANCIAL GROUP INC $231.29M
5562026-07-22 15:43:14CHRIS BULMAN INC $273.83M
5572026-07-22 15:41:47PEMBROKE MANAGEMENT LTD $637.47M
5582026-07-22 15:41:17EXCHANGE TRADED CONCEPTS LLC $21.88B
5592026-07-22 15:38:44TWO WEST CAPITAL ADVISORS LLC $201.16M
5602026-07-22 15:37:59HARBOR ASSET PLANNING INC $133.15M
5612026-07-22 15:36:51MERIDIAN FINANCIAL LLC $208.13M
5622026-07-22 15:36:10LIGHTHOUSE WEALTH MANAGEMENT INC $161.05M
5632026-07-22 15:35:11SIPPICAN CAPITAL ADVISORS $163.92M
5642026-07-22 15:34:55LEE FINANCIAL CO $783.12M
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5662026-07-22 15:31:12LAVELLE CAPITAL LP $232.06M
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5682026-07-22 15:23:38ALBION FINANCIAL GROUP UT $1.73B
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5702026-07-22 15:17:47BEAUMONT ASSET MANAGEMENT L L C $257.43M
5712026-07-22 15:17:10YORK GP LTD $126.35M
5722026-07-22 15:16:24DAVID KENNON INC $302.63M
5732026-07-22 15:15:52CAPITAL MANAGEMENT ASSOCIATES INC $497.52M
5742026-07-22 15:15:12RETIREFUL LLC $107.47M
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5762026-07-22 15:11:08ALLGEN FINANCIAL ADVISORS INC $457.98M
5772026-07-22 15:08:17BROWN TROUT MANAGEMENT LLC $112.30M
5782026-07-22 15:04:42HOPWOOD FINANCIAL SERVICES INC $172.67M
5792026-07-22 15:01:53FEDENIA ADVISERS LLC $421.15M
5802026-07-22 14:58:38SLOW CAPITAL INC $856.72M
5812026-07-22 14:56:00KINGSMAN WEALTH MANAGEMENT INC $213.61M
5822026-07-22 14:55:30FOUNDERS GROVE WEALTH PARTNERS LLC $500.87M
5832026-07-22 14:53:43MONARCH CAPITAL MANAGEMENT INC $436.18M
5842026-07-22 14:52:14GOLDEN STATE WEALTH MANAGEMENT LLC $1.10B
5852026-07-22 14:51:34CROSS STAFF INVESTMENTS INC $177.62M
5862026-07-22 14:39:42SYMPHONY FINANCIAL SERVICES INC $222.62M
5872026-07-22 14:35:34ESG PLANNING $296.54M
5882026-07-22 14:32:54INVESTMENT MANAGEMENT CORP VA ADV $119.80M
5892026-07-22 14:32:28NETWORTH ADVISORS LLC $172.11M
5902026-07-22 14:32:23LEGACY WEALTH PARTNERS LLC $445.26M
5912026-07-22 14:31:11PRESILIUM PRIVATE WEALTH LLC $651.42M
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5932026-07-22 14:18:15DOUGHERTY WEALTH ADVISERS LLC $182.56M
5942026-07-22 14:17:31HARBOR GROUP INC $851.32M
5952026-07-22 14:16:56SAGE INVESTMENT COUNSEL LLC $99.86M
5962026-07-22 14:14:46TELOS CAPITAL MANAGEMENT INC $1.13B
5972026-07-22 14:13:16RIVERBEND WEALTH MANAGEMENT LLC $199.12M
5982026-07-22 14:13:02SPRINGVEST WEALTH MANAGEMENT LLC $158.99M
5992026-07-22 14:11:24BAYSHORE CAPITAL ADVISORS LLC $214.20M
6002026-07-22 14:11:24R P BOGGS AND CO WEALTH MANGEMENT $223.49M
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6022026-07-22 14:10:03WESTERN FINANCIAL CORP CA $341.48M
6032026-07-22 14:08:39LEICHT FINANCIAL PLANNING WEALTH MANAGEMENT INC $244.07M
6042026-07-22 14:07:56VIRGINIA WEALTH MANAGEMENT GROUP INC $200.82M
6052026-07-22 14:07:01SFG WEALTH MANAGEMENT LLC $278.06M
6062026-07-22 14:06:18ARLINGTON FINANCIAL ADVISORS LLC $787.47M
6072026-07-22 14:05:37BEACH POINT CAPITAL MANAGEMENT LP $258.08M
6082026-07-22 14:05:01BISHOP CO INVESTMENT MANAGEMENT LLC $324.80M
6092026-07-22 14:04:54RIVERTREE ADVISORS LLC $169.34M
6102026-07-22 14:04:15CANOPY PARTNERS LLC $332.43M
6112026-07-22 14:03:57CORNERSTONE WEALTH MANAGEMENT LLC $2.33B
6122026-07-22 14:03:33MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC $403.78M
6132026-07-22 14:02:53COLUMBUS MACRO LLC $1.03B
6142026-07-22 14:02:05WEALTH MANAGEMENT RESOURCES INC $324.16M
6152026-07-22 14:01:56SPECTRUM FINANCIAL ALLIANCE LTD LLC $679.48M
6162026-07-22 14:01:17LESA SROUFE CO $140.21K
6172026-07-22 13:55:33COERENTE CAPITAL MANAGEMENT $543.26M
6182026-07-22 13:52:30IMPACTFOLIO LLC $265.52M
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6212026-07-22 13:45:16CRESTA ADVISORS LTD $278.59M
6222026-07-22 13:41:50SHUM FINANCIAL GROUP INC $165.92M
6232026-07-22 13:39:14FLOYD FINANCIAL GROUP LLC $153.15M
6242026-07-22 13:39:10EVENSKY KATZ LLC $1.94M
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6262026-07-22 13:32:51ROCHESTER WEALTH STRATEGIES LLC $180.68M
6272026-07-22 13:26:19APRICUS WEALTH LLC $209.50M
6282026-07-22 13:25:16HORST & GRABEN WEALTH MANAGEMENT LLC $760.25M
6292026-07-22 13:19:07KFG WEALTH MANAGEMENT LLC $885.94M
6302026-07-22 13:08:28ABLE FINANCIAL GROUP LLC $595.87M
6312026-07-22 12:59:52FLAGSHIP HARBOR ADVISORS LLC $2.61B
6322026-07-22 12:58:31BOURGEON CAPITAL MANAGEMENT LLC $679.19M
6332026-07-22 12:48:18WASHBURN CAPITAL MANAGEMENT INC $203.14M
6342026-07-22 12:41:03OAK WEALTH ADVISORS LLC $208.49M
6352026-07-22 12:31:55INDIANA TRUST INVESTMENT MANAGEMENT CO $365.88M
6362026-07-22 12:31:27SULLIVAN WOOD CAPITAL MANAGEMENT LLC $73.03M
6372026-07-22 12:29:36J L BAINBRIDGE CO INC $1.27B
6382026-07-22 12:26:51NEW PERSPECTIVES INC $325.85M
6392026-07-22 12:20:26ROBOCAP ASSET MANAGEMENT LTD $124.01M
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6412026-07-22 12:14:44MAYAR CAPITAL LTD $89.14M
6422026-07-22 12:12:09VANDERBILT UNIVERSITY $728.28M
6432026-07-22 12:11:49HEROLD ADVISORS INC $505.95M
6442026-07-22 12:09:44PEOPLES FINANCIAL SERVICES CORP $231.45M
6452026-07-22 11:59:31CITIZENS NATIONAL BANK TRUST DEPARTMENT $679.72M
6462026-07-22 11:53:56ELEVATED FINANCIAL GROUP LLC $364.87M
6472026-07-22 11:53:08SYNERGY FINANCIAL MANAGEMENT LLC $1.06B
6482026-07-22 11:40:26CAPITAL INVESTMENT SERVICES OF AMERICA INC $1.02B
6492026-07-22 11:39:38RWQ FINANCIAL MANAGEMENT SERVICES INC $207.34M
6502026-07-22 11:38:01MIRAE ASSET GLOBAL INVESTMENTS CO LTD $67.66B
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6522026-07-22 11:29:48AMERICAN NATIONAL BANK $1.17B
6532026-07-22 11:29:04ACT ADVISORS LLC $300.81M
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6552026-07-22 11:19:26PREMIER FUND MANAGERS LTD $1.10M
6562026-07-22 11:19:08PEDDOCK CAPITAL ADVISORS LLC $500.95M
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6582026-07-22 11:16:23BELLECAPITAL INTERNATIONAL LTD $625.43M
6592026-07-22 11:16:20REUTER JAMES WEALTH MANAGEMENT LLC $759.58M
6602026-07-22 11:15:50SIGHTLINE WEALTH ADVISORS LLC $273.35M
6612026-07-22 11:13:38SPARTAN PLANNING & WEALTH MANAGEMENT $150.26M
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6632026-07-22 11:10:53PATTON ALBERTSON MILLER LLC $1.00B
6642026-07-22 11:07:34MCNAMARA FINANCIAL SERVICES INC $579.74M
6652026-07-22 11:06:20DUNCAN WILLIAMS ASSET MANAGEMENT LLC $443.61M
6662026-07-22 11:04:00CLARENDON PRIVATE LLC $155.61M
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6682026-07-22 10:59:35SJS INVESTMENT CONSULTING INC $918.73M
6692026-07-22 10:59:12MIRACLE MILE ADVISORS LLC $8.53B
6702026-07-22 10:55:26CORPS CAPITAL ADVISORS LLC $123.97M
6712026-07-22 10:53:56PARAGON CAPITAL MANAGEMENT INC $135.00M
6722026-07-22 10:49:58VERUM PARTNERS LLC $668.62M
6732026-07-22 10:47:09ENGLEBERT FINANCIAL ADVISERS LLC $101.55M
6742026-07-22 10:46:04MESIROW FINANCIAL INVESTMENT MANAGEMENT INC $6.37B
6752026-07-22 10:42:40PROFFITT GOODSON INC $728.11M
6762026-07-22 10:41:41AFFINITY WEALTH MANAGEMENT $776.42M
6772026-07-22 10:41:37AUREUM WEALTH MANAGEMENT LLC $161.29M
6782026-07-22 10:41:34STATE INSURANCE FUND $254.85M
6792026-07-22 10:37:51AGH WEALTH ADVISORS LLC $158.48M
6802026-07-22 10:35:23ABACUS WEALTH PARTNERS LLC $951.58M
6812026-07-22 10:29:16BASE WEALTH MANAGEMENT LLC $214.99M
6822026-07-22 10:25:45TRUEMARK INVESTMENTS LLC $798.23M
6832026-07-22 10:18:01SAGE ADVISORY SERVICES LTD CO $203.24M
6842026-07-22 10:10:11UNISON ADVISORS LLC $1.43B
6852026-07-22 10:09:38WEALTH MANAGEMENT PARTNERS LLC $425.00M
6862026-07-22 10:09:14TRAYNOR CAPITAL MANAGEMENT INC $2.18B
6872026-07-22 10:06:45FOSTER VICTOR WEALTH ADVISORS LLC $1.90B
6882026-07-22 10:06:02BRYANT WOODS INVESTMENT ADVISORS LLC $359.58M
6892026-07-22 10:05:17STOKES CAPITAL ADVISORS LLC $466.94M
6902026-07-22 10:04:16MALTIN WEALTH MANAGEMENT INC $299.04M
6912026-07-22 10:03:37PEAVINE CAPITAL MANAGEMENT LLC $471.58M
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6932026-07-22 10:02:21TEMPUS WEALTH PLANNING LLC $511.35M
6942026-07-22 10:01:29PINNACLE WEALTH MANAGEMENT LLC $161.45M
6952026-07-22 10:00:58CURAT GLOBAL LLC $122.40M
6962026-07-22 10:00:42BANTA ASSET MANAGEMENT LP $111.99M
6972026-07-22 09:53:02CALIBER WEALTH MANAGEMENT LLC KS $1.04B
6982026-07-22 09:48:48CONSERVEST CAPITAL ADVISORS INC $1.26B
6992026-07-22 09:47:55IFG ADVISORS LLC $725.41M
7002026-07-22 09:44:17GENWORTH FINANCIAL INC $486.12M
7012026-07-22 09:43:51WEALTH DIMENSIONS GROUP LTD $558.31M
7022026-07-22 09:38:07HARVEY INVESTMENT CO LLC $917.83K
7032026-07-22 09:38:07ANGELES INVESTMENT ADVISORS LLC $1.66B
7042026-07-22 09:37:32COLTON GROOME FINANCIAL ADVISORS LLC $413.63M
7052026-07-22 09:31:21INVESTORS ASSET MANAGEMENT OF GEORGIA INC GA ADV $287.65M
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7072026-07-22 09:25:34WESTEND ADVISORS LLC $4.49B
7082026-07-22 09:16:09MANN FINANCIAL GROUP INC $119.50M
7092026-07-22 09:13:30SYLVEST ADVISORS LLC $221.83M
7102026-07-22 09:00:02EL PUERTO DE LIVERPOOL SAB DE CV $0.00
7112026-07-22 08:59:56CLIMBER CAPITAL SA $163.53M
7122026-07-22 08:48:07AUSTIN WEALTH MANAGEMENT LLC $473.40M
7132026-07-22 08:41:40GENERALI INVESTMENTS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH $248.98M
7142026-07-22 08:40:59SAVIOR LLC $34.86M
7152026-07-22 08:39:55GENERALI POWSZECHNE TOWARZYSTWO EMERYTALNE $631.07M
7162026-07-22 08:39:05ALLIANCE WEALTH STRATEGIES LLC D B A BROWN EDWARDS WEALTH STRATEGIES $127.27M
7172026-07-22 08:37:41ALBERT D MASON INC $175.98M
7182026-07-22 08:24:54FORTUNE FINANCIAL ADVISORS LLC $233.74M
7192026-07-22 07:35:49ADAMS NATURAL RESOURCES FUND INC $762.93M
7202026-07-22 07:32:02ADAMS DIVERSIFIED EQUITY FUND INC $3.27B
7212026-07-22 06:08:13E FUND MANAGEMENT (HONG KONG) CO LTD $301.53M
7222026-07-22 06:05:17SUMITOMO MITSUI ASSET MANAGEMENT COMPANY LTD $14.49B
7232026-07-21 21:56:40LAKEHOUSE CAPITAL PTY LTD $90.47K
7242026-07-21 21:55:16Q FUND MANAGEMENT (HONG KONG) LTD $109.55M
7252026-07-21 21:25:19DRIVE WEALTH MANAGEMENT LLC $561.02M
7262026-07-21 21:17:31FRANCHISE GP LTD $215.23M
7272026-07-21 21:14:53XENA FINANCIAL PLANNING LLC $104.24M
7282026-07-21 21:04:58ROMANO BROTHERS AND COMPANY $994.39M
7292026-07-21 20:52:25BALANCE WEALTH LLC $376.00M
7302026-07-21 20:46:35STAPP WEALTH MANAGEMENT PLLC $76.53M
7312026-07-21 20:10:30AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP $173.06M
7322026-07-21 19:44:54CAPSTONE CAPITAL WEALTH ADVISORS $175.08M
7332026-07-21 19:40:32SBI OKASAN ASSET MANAGEMENT COLTD $3.04B
7342026-07-21 19:35:404J WEALTH MANAGEMENT LLC $203.87M
7352026-07-21 19:29:59LIBERTY ATLANTIC ADVISORS LLC $138.98M
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7422026-07-21 19:07:08MFA WEALTH SERVICES $167.44M
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7442026-07-21 18:32:16NORTH GROWTH MANAGEMENT LTD $780.24K
7452026-07-21 18:15:10CATTERTON MANAGEMENT COMPANY LLC $4.33B
7462026-07-21 18:05:59SEQUENT ASSET MANAGEMENT LLC $241.94M
7472026-07-21 17:54:29WINNOW WEALTH LLC $147.07M
7482026-07-21 17:49:26REVISOR WEALTH MANAGEMENT LLC $416.17M
7492026-07-21 17:44:35CENTRAL VALLEY ADVISORS LLC $389.89M
7502026-07-21 17:43:33FOUNDATION WEALTH MANAGEMENT LLC PA $331.34M
7512026-07-21 17:39:02BETTERWEALTH LLC $565.26M
7522026-07-21 17:36:31HIDDEN COVE WEALTH MANAGEMENT LLC $181.57M
7532026-07-21 17:36:27MY PERSONAL CFO LLC $256.18M
7542026-07-21 17:36:22LIFE PLANNING PARTNERS INC $134.54M
7552026-07-21 17:35:31JCSD CAPITAL LLC $68.62M
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7572026-07-21 17:30:46HUDSON VALLEY INVESTMENT ADVISORS INC ADV $823.02M
7582026-07-21 17:29:45SCARBOROUGH ADVISORS LLC $870.88M
7592026-07-21 17:29:12SHOTWELL RUTTER BAER INC $182.14M
7602026-07-21 17:28:35APPALACHIAN CAPITAL MANAGEMENT LTD $137.87M
7612026-07-21 17:26:13MIDWEST FINANCIAL GROUP LLC $285.05M
7622026-07-21 17:24:24FLAGSTONE FINANCIAL MANAGEMENT $447.16M
7632026-07-21 17:22:01FINANCIAL LIFE PLANNERS $155.63M
7642026-07-21 17:21:44PEARL PLANNING LLC $217.42M
7652026-07-21 17:20:05NORTHLAND CAPITAL MANAGEMENT LLC $185.52M
7662026-07-21 17:19:10COLUMBIA ASSET MANAGEMENT $575.23M
7672026-07-21 17:17:52CROWN WEALTH GROUP LLC $392.99M
7682026-07-21 17:17:48HIGHROAD WEALTH ADVISORS LLC $118.61M
7692026-07-21 17:17:31HOFER & ASSOCIATES INC $206.86M
7702026-07-21 17:17:01WASHINGTON CAPITAL MANAGEMENT INC $151.53M
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7722026-07-21 17:15:44NORRIS PERNE FRENCH LLP MI $1.71B
7732026-07-21 17:14:11CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.35B
7742026-07-21 17:12:15NOVEM GROUP $987.93M
7752026-07-21 17:10:24BAY CAPITAL ADVISORS LLC $186.55M
7762026-07-21 17:09:395T WEALTH LLC $268.53M
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7782026-07-21 17:08:34RETIREMENT MANAGEMENT SYSTEMS INC $488.46M
7792026-07-21 17:08:08WILKERSON ADVISORY GROUP LLC $325.61M
7802026-07-21 17:07:42CENTER FOR FINANCIAL PLANNING INC $1.07B
7812026-07-21 17:07:27TADDEI LUDWIG AND ASSOCIATES INC $587.31M
7822026-07-21 17:06:21LS INVESTMENT ADVISORS LLC $737.85M
7832026-07-21 17:04:36CV ADVISORS LLC $541.88M
7842026-07-21 17:00:00MONEYWISE INC $268.06M
7852026-07-21 16:55:59GUNDERSON CAPITAL MANAGEMENT INC $370.31M
7862026-07-21 16:54:24SOUTHERN MICHIGAN BANK & TRUST $281.30M
7872026-07-21 16:52:52AMI ASSET MANAGEMENT CORP $1.74B
7882026-07-21 16:47:47EVOLUTION WEALTH MANAGEMENT INC $170.09M
7892026-07-21 16:44:37BILTMORE WEALTH MANAGEMENT LLC $320.39M
7902026-07-21 16:43:36CORDOBA ADVISORY PARTNERS LLC $471.85M
7912026-07-21 16:40:56GREENLEAF TRUST $10.39B
7922026-07-21 16:35:33CRUX WEALTH ADVISORS $288.54M
7932026-07-21 16:34:43DAVIDSON INVESTMENT ADVISORS $2.45B
7942026-07-21 16:33:12UNIQUE WEALTH LLC $858.10M
7952026-07-21 16:30:06LAUREL OAK WEALTH MANAGEMENT LLC $686.52M
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7992026-07-21 16:23:07SCHAPER BENZ WISE INVESTMENT COUNSEL INC WI $1.50B
8002026-07-21 16:22:38FULCRUM WEALTH ADVISORS LLC $130.88M
8012026-07-21 16:22:06WEALTHEDGE INVESTMENT ADVISORS LLC $294.06M
8022026-07-21 16:15:26PORTUS WEALTH ADVISORS LLC $121.49M
8032026-07-21 16:09:23RCW MANAGEMENT LLC $111.54M
8042026-07-21 16:00:39MADSON WEALTH ADVISORS INC $147.11M
8052026-07-21 15:59:05RALEIGH CAPITAL MANAGEMENT INC $313.32M
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8072026-07-21 15:57:11CLARIS ADVISORS LLC MO $382.99M
8082026-07-21 15:54:18LANDAAS CO WI ADV $549.65M
8092026-07-21 15:49:07OLD SECOND NATIONAL BANK OF AURORA $530.50M
8102026-07-21 15:48:03IFRAH FINANCIAL SERVICES INC $409.46M
8112026-07-21 15:45:57RED MOUNTAIN FINANCIAL LLC $119.19M
8122026-07-21 15:41:28FLYWHEEL PRIVATE WEALTH LLC $202.92M
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8142026-07-21 15:33:06KEYSTONE FINANCIAL GROUP INC $190.53M
8152026-07-21 15:31:34RIVER STREET ADVISORS LLC $339.50M
8162026-07-21 15:31:06FORTE ASSET MANAGEMENT LLC $244.65M
8172026-07-21 15:25:39TRANSMARKET HOLDINGS LP $136.33M
8182026-07-21 15:21:10JABODON PT CO $1.02M
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8202026-07-21 15:14:50GRANITE ISLANDS PRIVATE WEALTH LLC $135.19M
8212026-07-21 15:13:54WORTHINGTON FINANCIAL PARTNERS LLC $120.79M
8222026-07-21 15:13:24FOUNDATION RESOURCE MANAGEMENT INC $859.74M
8232026-07-21 15:13:02CWC ADVISORS LLC $225.25M
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8262026-07-21 15:06:15LEWIS ASSET MANAGEMENT LLC $285.46M
8272026-07-21 15:05:15ENCOMPASS WEALTH ADVISORS LLC $328.47M
8282026-07-21 15:03:33PRECEDENT WEALTH PARTNERS LLC $601.38M
8292026-07-21 15:03:22PREMIER PATH WEALTH PARTNERS LLC $869.57M
8302026-07-21 15:03:01MONTRUSCO BOLTON INVESTMENTS INC $6.46B
8312026-07-21 15:01:48BRUCKE FINANCIAL INC $225.07M
8322026-07-21 14:58:45GUARDIAN ASSET ADVISORS LLC $216.87M
8332026-07-21 14:57:48NEWPORT CAPITAL GROUP LLC $178.15M
8342026-07-21 14:56:55OPTAS LLC $713.71M
8352026-07-21 14:56:53COMPASS WEALTH MANAGEMENT LLC GA $250.87M
8362026-07-21 14:56:25MARSHALL & STERLING WEALTH ADVISORS INC $168.88M
8372026-07-21 14:56:20NORTHAVENUE LLC $139.60M
8382026-07-21 14:55:04BNC WEALTH MANAGEMENT LLC $413.55M
8392026-07-21 14:55:00AMERICAN ASSET MANAGEMENT INC $122.63M
8402026-07-21 14:54:44WEALTH GROUP LTD $119.67K
8412026-07-21 14:53:09TRIAD INVESTMENT MANAGEMENT $90.69M
8422026-07-21 14:53:02NORTHERN CAPITAL MANAGEMENT INC $197.85M
8432026-07-21 14:51:31FOUNDERS CAPITAL MANAGEMENT $231.12M
8442026-07-21 14:50:55KONDO WEALTH ADVISORS INC $299.17M
8452026-07-21 14:45:13CHIRON CAPITAL MANAGEMENT LLC $111.49M
8462026-07-21 14:44:13CAMPBELL CAPITAL MANAGEMENT INC $278.76M
8472026-07-21 14:41:32EAGLE STRATEGIES LLC $1.01B
8482026-07-21 14:40:04FACTORY MUTUAL INSURANCE CO $10.64B
8492026-07-21 14:32:04FORTERIS WEALTH MANAGEMENT INC $122.23M
8502026-07-21 14:30:16ACCREDITED INVESTORS INC $2.31B
8512026-07-21 14:29:27VISTA INVESTMENT PARTNERS II LLC $254.97M
8522026-07-21 14:26:49SHIKIAR ASSET MANAGEMENT INC $395.82K
8532026-07-21 14:25:06PACIFIC PARK FINANCIAL INC $172.27M
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8552026-07-21 14:20:21OAK RIDGE INVESTMENTS LLC $1.77B
8562026-07-21 14:16:17HUDSON OAK WEALTH ADVISORY LLC $129.65M
8572026-07-21 14:14:56DELTEC ASSET MANAGEMENT LLC $677.02M
8582026-07-21 14:12:02CYNDEO WEALTH PARTNERS LLC $2.12B
8592026-07-21 14:06:29PARADIGM STRATEGIES IN WEALTH MANAGEMENT LLC $164.12M
8602026-07-21 14:04:15FLAGSHIP CAPITAL MANAGEMENT INC $158.39M
8612026-07-21 14:02:24WILLIAMS FINANCIAL LLC $193.51M
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8632026-07-21 14:02:00PUTNEY FINANCIAL GROUP LLC $111.06M
8642026-07-21 14:01:21LORD & RICHARDS WEALTH MANAGEMENT LLC $127.77M
8652026-07-21 13:58:16LEE DANNER BASS INC $1.73B
8662026-07-21 13:58:15INVESCO LLC $323.17M
8672026-07-21 13:56:19WILKINS MILLER WEALTH MANAGEMENT LLC $181.85M
8682026-07-21 13:49:43CONTINUUM WEALTH ADVISORS LLC $296.34M
8692026-07-21 13:40:13MATAURO LLC $756.40M
8702026-07-21 13:37:29WALSH & ASSOCIATES LLC $122.42M
8712026-07-21 13:36:19APPLETON PARTNERS INC MA $1.63M
8722026-07-21 13:33:56GEM ASSET MANAGEMENT LLC $253.85M
8732026-07-21 13:30:51BERNZOTT CAPITAL ADVISORS $249.87M
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8752026-07-21 13:25:13BIRCH HILL INVESTMENT ADVISORS LLC $2.47B
8762026-07-21 13:23:22CORNERSTONE NATIONAL BANK & TRUST CO $295.85M
8772026-07-21 13:22:56REFINED WEALTH MANAGEMENT $165.70M
8782026-07-21 13:22:54SBE LLC DBA CEDAR COVE WEALTH PARTNERS $212.83M
8792026-07-21 13:17:16HALBERT HARGROVE RUSSELL LLC $2.31B
8802026-07-21 13:14:18JACKSON SQUARE CAPITAL LLC $718.99M
8812026-07-21 13:12:41MENDEL CAPITAL MANAGEMENT LLC $222.21M
8822026-07-21 13:12:29SUMMERHAVEN INVESTMENT MANAGEMENT LLC $186.57M
8832026-07-21 13:12:25SAGE FINANCIAL GROUP INC $1.81B
8842026-07-21 13:10:55VERUS FINANCIAL PARTNERS INC $1.17B
8852026-07-21 13:05:18LAFFER INVESTMENTS $781.55M
8862026-07-21 13:04:34MORTON BROWN FAMILY WEALTH LLC $441.08M
8872026-07-21 13:01:00RUNNYMEDE CAPITAL ADVISORS INC $167.86M
8882026-07-21 13:00:59PFLUG KOORY LLC $250.35M
8892026-07-21 13:00:37CUMBERLAND ADVISORS INC $283.82M
8902026-07-21 12:58:06COMPTON WEALTH ADVISORY GROUP LLC $495.43M
8912026-07-21 12:57:53HARWOOD ADVISORY GROUP LLC $593.47M
8922026-07-21 12:53:48CARDINAL CAPITAL MANAGEMENT $826.31M
8932026-07-21 12:51:04COBBLESTONE ASSET MANAGEMENT LLC $239.76M
8942026-07-21 12:50:17BENEFIT STREET PARTNERS LLC $69.64M
8952026-07-21 12:48:22ALTUS WEALTH MANAGEMENT LLC $259.79M
8962026-07-21 12:48:09OMEGA FINANCIAL GROUP LLC $328.64M
8972026-07-21 12:44:58MCGLONE SUTTNER WEALTH MANAGEMENT INC $852.42M
8982026-07-21 12:43:121015 CAPITAL PARTNERS LLC $119.36M
8992026-07-21 12:39:06MITCHELL SINKLER STARR PA $240.12M
9002026-07-21 12:32:25HEFFERNAN ADVISORY INC $119.51M
9012026-07-21 12:29:17BOSTON COMMON ASSET MANAGEMENT LLC $1.69B
9022026-07-21 12:28:58LEGACY PRIVATE TRUST CO $1.81B
9032026-07-21 12:27:57HMS CAPITAL MANAGEMENT LLC $267.36M
9042026-07-21 12:26:22DECISIONMAP WEALTH MANAGEMENT LLC $178.68M
9052026-07-21 12:13:57VISION RETIREMENT LLC $413.62M
9062026-07-21 12:13:10LEAVELL INVESTMENT MANAGEMENT INC $2.74B
9072026-07-21 12:12:41ONE ADVISORY PARTNERS LLC $367.39M
9082026-07-21 12:08:02SOA WEALTH ADVISORS LLC $595.06M
9092026-07-21 12:06:01NICHOLSON MEYER CAPITAL MANAGEMENT INC $150.15M
9102026-07-21 12:02:33EGERTON CAPITAL (UK) LLP $10.35B
9112026-07-21 11:56:53TRAVEKA WEALTH LLC $300.73M
9122026-07-21 11:49:38LIFEPLAN FINANCIAL LLC $142.77M
9132026-07-21 11:45:34APPLIED CAPITAL LLC $310.41M
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9152026-07-21 11:36:31CLEAR TRAIL ADVISORS LLC $655.17M
9162026-07-21 11:36:06HYPOSWISS ADVISORS SA $105.54M
9172026-07-21 11:34:58AUOUR INVESTMENTS LLC $348.75M
9182026-07-21 11:32:29WESTERN RESERVE CAPITAL MANAGEMENT LLC $134.90M
9192026-07-21 11:30:59MILLBURN RIDGEFIELD CORP $5.28B
9202026-07-21 11:30:35PHYSICIANS FINANCIAL SERVICES INC $400.74K
9212026-07-21 11:28:45HIGHLAND CAPITAL MANAGEMENT LLC $2.17B
9222026-07-21 11:27:14GOLUB GROUP LLC $3.04B
9232026-07-21 11:25:57QV INVESTORS INC $1.30M
9242026-07-21 11:25:45GREENBUSH FINANCIAL GROUP LLC $340.06M
9252026-07-21 11:23:26MURPHY POHLAD ASSET MANAGEMENT LLC $287.14M
9262026-07-21 11:19:52SECURITY BENEFIT LIFE INSURANCE CO KS $181.52M
9272026-07-21 11:18:52TRIAGEN WEALTH MANAGEMENT LLC $399.83M
9282026-07-21 11:16:28CANAL INSURANCE CO $456.30K
9292026-07-21 11:16:24SCULATI WEALTH MANAGEMENT LLC $299.85M
9302026-07-21 11:12:18MERITAS WEALTH MANAGEMENT LLC $256.06M
9312026-07-21 11:10:16CATALYST PRIVATE WEALTH LLC $207.07M
9322026-07-21 11:09:51LESLIE GLOBAL WEALTH LLC $256.80M
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9342026-07-21 10:59:35SIMS INVESTMENT MANAGEMENT LLC $323.43M
9352026-07-21 10:55:27CIGNA INVESTMENTS INC NEW $772.54K
9362026-07-21 10:48:30PARUS FINANCE UK LTD $383.13M
9372026-07-21 10:48:04NBC SECURITIES INC $1.48B
9382026-07-21 10:41:28INVESTMENT HOUSE LLC $1.92B
9392026-07-21 10:34:00J W COLE ADVISORS INC $5.83B
9402026-07-21 10:33:50RODGERS AND ASSOCIATES LTD $1.10B
9412026-07-21 10:29:31THEMES MANAGEMENT CO LLC $150.89M
9422026-07-21 10:22:37PARTNERS WEALTH MANAGEMENT LLC $102.01M
9432026-07-21 10:22:37UNIFY FINANCIAL ADVISORS $108.29M
9442026-07-21 10:22:33FIRST NATIONAL ADVISERS LLC $711.83M
9452026-07-21 10:21:48ROBECO INSTITUTIONAL ASSET MANAGEMENT B V $81.42B
9462026-07-21 10:21:14KIECKHEFER GROUP LLC $245.75M
9472026-07-21 10:17:07FISCAL WISDOM WEALTH MANAGEMENT LLC $117.91M
9482026-07-21 10:16:12INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA $300.47M
9492026-07-21 09:57:52YANKCOM PARTNERSHIP $278.79M
9502026-07-21 09:57:41YAHAV ACHIM VE ACHAYOT PROVIDENT FUNDS MANAGEMENT CO LTD $143.82M
9512026-07-21 09:55:16MORNINGSTAR INVESTMENT MANAGEMENT LLC $1.62B
9522026-07-21 09:52:47INTEGRITY INVESTMENT ADVISORS LLC $229.77M
9532026-07-21 09:51:09ST GERMAIN D J CO INC $2.78B
9542026-07-21 09:39:33F V CAPITAL MANAGEMENT LLC $542.27K
9552026-07-21 09:36:33OLD PORT ADVISORS $507.55M
9562026-07-21 09:33:51MAY BARNHARD INVESTMENTS LLC $247.17M
9572026-07-21 09:32:19SEASCAPE CAPITAL MANAGEMENT $417.34K
9582026-07-21 09:32:00HILLCREST WEALTH ADVISORS NY LLC $279.43M
9592026-07-21 09:20:43HOWARD WEALTH MANAGEMENT LLC $270.45M
9602026-07-21 09:20:41IFM INVESTORS PTY LTD $15.11B
9612026-07-21 09:19:43WEALTH MANAGEMENT ASSOCIATES INC $362.38M
9622026-07-21 09:08:27RONALD BLUE TRUST INC $9.54B
9632026-07-21 08:21:54DISCIPLINE WEALTH SOLUTIONS LLC $1.15B
9642026-07-21 07:28:25KATAMARAN CAPITAL LLP $125.52M
9652026-07-20 21:29:39RYDAR EQUITIES INC $177.60M
9662026-07-20 21:23:37COTTAGE STREET ADVISORS LLC $258.57M
9672026-07-20 20:53:09MOTIVE WEALTH ADVISORS $243.16M
9682026-07-20 20:29:25HINGHAM INSTITUTION FOR SAVINGS $134.30M
9692026-07-20 18:46:29VALUED WEALTH ADVISORS LLC $275.19M
9702026-07-20 18:22:40TRIASIMA PORTFOLIO MANAGEMENT INC $740.35M
9712026-07-20 18:11:07FULCRUM CAPITAL LLC $492.93M
9722026-07-20 18:06:09TRIUMPH CAPITAL MANAGEMENT $552.03M
9732026-07-20 18:01:38OAK THISTLE LLC $1.03B
9742026-07-20 17:30:45TUMWATER WEALTH MANAGEMENT LLC $276.52M
9752026-07-20 17:29:47ACORN FINANCIAL ADVISORY SERVICES INC ADV $753.48M
9762026-07-20 17:28:51PATHWAY WEALTH MANAGEMENT LLC $143.40M
9772026-07-20 17:28:03COLONY FAMILY OFFICES LLC $455.05M
9782026-07-20 17:27:55PCB CAPITAL LLC $82.13M
9792026-07-20 17:26:57GLOBAL FINANCIAL PRIVATE CLIENT LLC $368.64M
9802026-07-20 17:26:05PHRACTION MANAGEMENT LLC $595.54M
9812026-07-20 17:24:57OBJECTIVE CAPITAL MANAGEMENT LLC $112.68M
9822026-07-20 17:24:11LIVE OAK PRIVATE WEALTH LLC $799.77M
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9852026-07-20 17:22:48STERLING INVESTMENT COUNSEL LLC $424.85M
9862026-07-20 17:21:47SMITHBRIDGE ASSET MANAGEMENT INC DE $734.03M
9872026-07-20 17:21:33TICINO WEALTH $317.09M
9882026-07-20 17:20:06CLARITY FINANCIAL LLC $1.18B
9892026-07-20 17:19:11FARMERS MERCHANTS INVESTMENTS INC $4.13B
9902026-07-20 17:18:45HIXON ZUERCHER LLC $340.81M
9912026-07-20 16:59:06HANSEN & ASSOCIATES FINANCIAL GROUP INC $174.48M
9922026-07-20 16:58:30FINANCIAL ADVISORY PARTNERS LLC $382.70M
9932026-07-20 16:55:29COUNTERPOINT MUTUAL FUNDS LLC $1.01B
9942026-07-20 16:50:48GFG CAPITAL LLC $363.40M
9952026-07-20 16:48:05WHITE PINE INVESTMENT CO $469.19K
9962026-07-20 16:42:48C2P CAPITAL ADVISORY GROUP LLC DBA PROSPERITY CAPITAL ADVISORS $2.03B
9972026-07-20 16:40:23ALLIED INVESTMENT ADVISORS LLC $796.51M
9982026-07-20 16:39:37PFS PARTNERS LLC $246.98M
9992026-07-20 16:34:51MEADOWBROOK INVESTMENT ADVISORS LLC $126.17M
10002026-07-20 16:32:34KOA WEALTH MANAGEMENT LLC $147.06M
10012026-07-20 16:31:43PALISADE ASSET MANAGEMENT LLC $1.08B
10022026-07-20 16:23:48CHINA UAE INVESTMENT COOPERATION FUND LP $45.22M
10032026-07-20 16:19:00KAVAR CAPITALPARTNERS GROUP LLC $811.56M
10042026-07-20 16:15:02CANAAN PARTNERS XI LLC $127.27M
10052026-07-20 16:10:16JOHN W BROOKER AND CO CPAS $82.77M
10062026-07-20 16:08:28ANDREWS LUCIA WEALTH MANAGEMENT LLC $191.14M
10072026-07-20 16:06:27FAMILY CFO INC $259.87M
10082026-07-20 16:04:04EMPIRICAL CAPITAL MANAGEMENT LLC $365.93K
10092026-07-20 16:02:43SLATESTONE WEALTH LLC $1.31M
10102026-07-20 15:53:19OAK FAMILY ADVISORS LLC $391.13M
10112026-07-20 15:48:16FLC CAPITAL ADVISORS $621.70M
10122026-07-20 15:45:52SAGE CAPITAL MANAGEMENT LLC $256.17M
10132026-07-20 15:45:42AULL MONROE INVESTMENT MANAGEMENT CORP $239.19M
10142026-07-20 15:45:05GATEWAY INVESTMENT ADVISERS LLC $10.13B
10152026-07-20 15:43:26SALZHAUER MICHAEL $292.44M
10162026-07-20 15:42:00WEBSTER BANK N A $1.15B
10172026-07-20 15:41:53ANDERSON FISHER LLC $771.11M
10182026-07-20 15:41:28INTERCHANGE CAPITAL PARTNERS LLC $531.68M
10192026-07-20 15:41:25MARKET STREET WEALTH MANAGEMENT ADVISORS LLC $702.98M
10202026-07-20 15:33:52GUYASUTA INVESTMENT ADVISORS INC $1.94B
10212026-07-20 15:32:18OWL CREEK WEALTH PARTNERS LLC $341.80M
10222026-07-20 15:30:53SOUND INCOME STRATEGIES LLC $2.23B
10232026-07-20 15:30:19PETREDIS INVESTMENT ADVISORS LLC $1.49B
10242026-07-20 15:28:41ENTRUST FINANCIAL LLC $154.19M
10252026-07-20 15:18:49FIRST PACIFIC FINANCIAL $839.27M
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10272026-07-20 15:09:05HAMILTON CAPITAL PARTNERS LLC $344.26M
10282026-07-20 14:52:01IFP ADVISORS INC $5.54B
10292026-07-20 14:50:36BRINDLE & BAY FINANCIAL ADVISORS LLC $199.95M
10302026-07-20 14:29:17FIRST UNITED BANK TRUST $347.63M
10312026-07-20 14:23:07COVENANT ASSET MANAGEMENT LLC $594.59M
10322026-07-20 14:22:31SKY INVESTMENT GROUP LLC $636.94M
10332026-07-20 14:20:13OPAL WEALTH ADVISORS LLC $463.00M
10342026-07-20 14:14:19ABACUS PLANNING GROUP INC $808.94M
10352026-07-20 14:11:52STRATEGIC INVESTMENT MANAGEMENT LLC $290.54M
10362026-07-20 14:09:29MYRIAD ASSET MANAGEMENT US LP $72.40M
10372026-07-20 14:01:34LEGEND FINANCIAL ADVISORS INC $176.01M
10382026-07-20 14:00:31TRUSTBANK $294.62M
10392026-07-20 13:59:48QUANTUM FINANCIAL PARTNERS LLC $195.53M
10402026-07-20 13:58:05GUIDANCE CAPITAL INC $467.64M
10412026-07-20 13:56:51ENVESTNET PORTFOLIO SOLUTIONS INC $20.87B
10422026-07-20 13:55:30HAGER INVESTMENT MANAGEMENT SERVICES LLC $217.41M
10432026-07-20 13:53:51UMA FINANCIAL SERVICES INC $837.38M
10442026-07-20 13:53:06BOSS RETIREMENT ADVISORS LLC $370.35M
10452026-07-20 13:51:24ARKANSAS FINANCIAL GROUP INC $767.60M
10462026-07-20 13:43:23GIBRALTAR CAPITAL MANAGEMENT INC $650.27M
10472026-07-20 13:41:25HIGH POINT WEALTH MANAGEMENT LLC $122.24M
10482026-07-20 13:38:25BEAR MOUNTAIN CAPITAL INC $345.22M
10492026-07-20 13:27:28FIRST HORIZON CORP $1.70B
10502026-07-20 13:26:06BARTON INVESTMENT MANAGEMENT $738.19M
10512026-07-20 13:20:48STATE OF ALASKA DEPARTMENT OF REVENUE $10.07M
10522026-07-20 13:19:54WEATHERLY ASSET MANAGEMENT LP $1.40B
10532026-07-20 13:19:35HS INVESTMENTS IV LTD $112.14M
10542026-07-20 13:18:37HS INVESTMENTS III LTD $22.29M
10552026-07-20 13:17:22SIVIK GLOBAL HEALTHCARE LLC $235.58K
10562026-07-20 13:06:58CLAYTON FINANCIAL GROUP LLC $180.87M
10572026-07-20 13:04:43DBA TRADING LLC $198.94M
10582026-07-20 13:04:21KEYES STANGE & WOOTEN WEALTH MANAGEMENT LLC $250.63M
10592026-07-20 12:57:20EQUITEC PROPRIETARY MARKETS LLC $559.32M
10602026-07-20 12:50:08GOLDSTEIN ADVISORS LLC $1.09B
10612026-07-20 12:48:50SIERRA SUMMIT ADVISORS LLC $895.43M
10622026-07-20 12:45:45PING CAPITAL MANAGEMENT INC $400.98M
10632026-07-20 12:44:11BFSG LLC $1.13B
10642026-07-20 12:26:01FORBES J M CO LLP $1.27B
10652026-07-20 12:15:24MISSION WEALTH MANAGEMENT LLC $8.18B
10662026-07-20 12:15:24INDEPENDENT WEALTH NETWORK INC $393.30M
10672026-07-20 12:14:39TITLEIST ASSET MANAGEMENT LLC $1.49B
10682026-07-20 12:09:13WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC $396.20M
10692026-07-20 12:08:59MYRIAD ASSET MANAGEMENT ADVISORS LLC $423.78M
10702026-07-20 12:04:55HUGHES FINANCIAL SERVICES LLC $754.51M
10712026-07-20 12:03:54GRAPHENE INVESTMENTS SAS $171.76M
10722026-07-20 11:56:34WELLSPRING FINANCIAL ADVISORS LLC $1.52B
10732026-07-20 11:55:33SHAKESPEARE WEALTH MANAGEMENT INC $377.65M
10742026-07-20 11:54:11BROWN WEALTH MANAGEMENT LLC $447.18M
10752026-07-20 11:53:25FORTITUDE FAMILY OFFICE LLC $516.00M
10762026-07-20 11:53:10POEHLING CAPITAL MANAGEMENT LLC $466.25M
10772026-07-20 11:52:15ISTHMUS PARTNERS LLC $1.03B
10782026-07-20 11:45:38ALPHA OMEGA WEALTH MANAGEMENT LLC $657.01M
10792026-07-20 11:42:27GRATUS WEALTH ADVISORS LLC $785.54M
10802026-07-20 11:38:36PREVAIL INNOVATIVE WEALTH ADVISORS LLC $671.34M
10812026-07-20 11:36:50HARMONY ASSET MANAGEMENT LLC $372.42M
10822026-07-20 11:36:06FORTEM FINANCIAL GROUP LLC $490.32M
10832026-07-20 11:35:33BLACKHAWK CAPITAL PARTNERS LLC $306.12M
10842026-07-20 11:28:12NEXUS INVESTMENT MANAGEMENT INC $766.89M
10852026-07-20 11:12:32MOODY LYNN LIEBERSON LLC $1.90B
10862026-07-20 11:10:00KRS CAPITAL MANAGEMENT LLC $214.79M
10872026-07-20 11:06:57SELECTIVE WEALTH MANAGEMENT INC $381.17M
10882026-07-20 11:06:34ASPIRIANT LLC $4.05B
10892026-07-20 11:01:04KPS GLOBAL ASSET MANAGEMENT UK LTD $620.05M
10902026-07-20 10:59:41J2 CAPITAL MANAGEMENT INC $148.74M
10912026-07-20 10:58:34CASTLEVIEW PARTNERS LLC $227.52M
10922026-07-20 10:54:06INTACT INVESTMENT MANAGEMENT INC $3.52B
10932026-07-20 10:51:41ARK & TLK INVESTMENTS LLC $405.90M
10942026-07-20 10:43:11BRIDGE GENERATIONS WEALTH MANAGEMENT LLC $196.21M
10952026-07-20 10:42:34STEWARDSHIP ADVISORS LLC $481.45M
10962026-07-20 10:42:21ROYAL FUND MANAGEMENT LLC $1.20B
10972026-07-20 10:41:00CERTIOR FINANCIAL GROUP LLC $182.53M
10982026-07-20 10:38:03VENTURI WEALTH MANAGEMENT LLC $2.58B
10992026-07-20 10:30:23BURRUS FINANCIAL SERVICES INC $230.35M
11002026-07-20 10:29:31PEAK FINANCIAL MANAGEMENT INC $435.53M
11012026-07-20 10:28:04WALDRON LP $2.89B
11022026-07-20 10:27:54WESTBRIDGE CAPITAL MANAGEMENT LLC $79.51M
11032026-07-20 10:26:59UNCOMMON CENTS INVESTING LLC $461.46M
11042026-07-20 10:26:19SKYLINE ADVISORS INC $318.68M
11052026-07-20 10:25:32EMERALD ADVISORS LLC $795.79M
11062026-07-20 10:25:11HORIZON FINANCIAL SERVICES LLC $260.77M
11072026-07-20 10:24:56RAINWATER CHARITABLE FOUNDATION $300.09M
11082026-07-20 10:15:30PRAIRIE ADVISORY LLC $426.42M
11092026-07-20 10:11:07JGP GLOBAL GESTAO DE RECURSOS LTDA $45.33M
11102026-07-20 10:00:41FOUNDERS CAPITAL MANAGEMENT LLC $670.06M
11112026-07-20 10:00:09POSITANO WEALTH MANAGEMENT LTD $184.80M
11122026-07-20 09:58:53LIFESTYLE ASSET MANAGEMENT INC $372.07M
11132026-07-20 09:50:02ABC ARBITRAGE SA $926.06M
11142026-07-20 09:41:33AMICUS FINANCIAL ADVISORS LLC $407.00M
11152026-07-20 09:36:06QP WEALTH MANAGEMENT LLC $70.11M
11162026-07-20 09:35:40GLOBAL WEALTH MANAGEMENT LLC $196.38M
11172026-07-20 09:21:06KOESTEN HIRSCHMANN & CRABTREE INC $240.19M
11182026-07-20 09:20:19ASR VERMOGENSBEHEER NV $9.71B
11192026-07-20 09:10:11ARDENT CAPITAL MANAGEMENT INC $240.62M
11202026-07-20 08:52:55COASTAL INVESTMENT ADVISORS INC $321.77M
11212026-07-20 08:49:04STRONG RETIREMENT SOLUTIONS LLC $166.84M
11222026-07-20 08:38:43PARK AVENUE SECURITIES LLC $16.01M
11232026-07-20 08:37:38PKO INVESTMENT MANAGEMENT JOINT STOCK CO $1.38B
11242026-07-20 08:21:46ACHMEA INVESTMENT MANAGEMENT B V $4.00M
11252026-07-20 08:12:33MEITAV DASH INVESTMENTS LTD $14.87B
11262026-07-20 08:06:08HIGH GROUND INVESTMENT MANAGEMENT LLP $1.14B
11272026-07-20 07:58:03CYR FINANCIAL INC $191.98M
11282026-07-20 07:43:02RYE BROOK CAPITAL LLC $142.60K
11292026-07-20 07:38:20FIDUCIARY ALLIANCE LLC $1.48B
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13112026-07-16 15:15:05TRUEFG LLC $428.22M
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13402026-07-16 13:43:31SINGLE POINT PARTNERS LLC $568.02M
13412026-07-16 13:43:02JOHNSON & WHITE WEALTH MANAGEMENT LLC $267.34M
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13492026-07-16 13:31:54STRATEGIC PLANNING GROUP LLC $917.97M
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13512026-07-16 13:27:11NEWPORT ASIA LLC $0.00
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13572026-07-16 13:07:20CATALYTIC WEALTH RIA LLC $1.73B
13582026-07-16 13:03:25DELTA CAPITAL MANAGEMENT LLC $217.16M
13592026-07-16 13:02:20MINICHMACGREGOR WEALTH MANAGEMENT LLC $659.19M
13602026-07-16 13:01:21ALHAMBRA INVESTMENT PARTNERS LLC $229.12M
13612026-07-16 13:00:26ZAZOVE ASSOCIATES LLC $1.22B
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13632026-07-16 12:54:10IAMS WEALTH MANAGEMENT LLC $332.18M
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13652026-07-16 12:45:32PORTER WHITE INVESTMENT ADVISORS INC $259.74M
13662026-07-16 12:44:37STEPHENSON NATIONAL BANK AND TRUST $394.97M
13672026-07-16 12:43:05HORRELL CAPITAL MANAGEMENT INC $218.77M
13682026-07-16 12:39:58CLG LLC $455.43M
13692026-07-16 12:36:52PRINCETON GLOBAL ASSET MANAGEMENT LLC $697.85M
13702026-07-16 12:33:49ULLAND INVESTMENT ADVISORS LLC $135.56K
13712026-07-16 12:29:24SYCOMORE ASSET MANAGEMENT $931.63K
13722026-07-16 12:21:40MOUNTAIN HILL INVESTMENT PARTNERS CORP $176.53M
13732026-07-16 12:06:48VAUGHAN NELSON INVESTMENT MANAGEMENT LP $11.31B
13742026-07-16 12:04:19FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC $1.22B
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13762026-07-16 11:53:00COURIER CAPITAL CORP $2.00B
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13782026-07-16 11:47:14DECKER RETIREMENT PLANNING INC $293.66M
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13812026-07-16 11:25:08DAVIS CAPITAL MANAGEMENT $168.93M
13822026-07-16 11:25:02QSM ASSET MANAGEMENT LTD $192.90M
13832026-07-16 11:24:31RELYEA ZUCKERBERG HANSON LLC $1.21B
13842026-07-16 11:17:44VISTA FINANCE LLC $178.92M
13852026-07-16 11:14:45JAMISON PRIVATE WEALTH MANAGEMENT INC $990.37M
13862026-07-16 11:00:24HT PARTNERS LLC $361.15M
13872026-07-16 10:55:48ASTORIA STRATEGIC WEALTH INC $437.79M
13882026-07-16 10:51:23WEALTH ANALYTICS PARTNERS LLC $275.69M
13892026-07-16 10:50:30HBW ADVISORY SERVICES LLC $1.11B
13902026-07-16 10:48:40AM INVESTMENT STRATEGIES LLC $520.68M
13912026-07-16 10:47:47KEYSTONE GLOBAL PARTNERS LLC $264.55M
13922026-07-16 10:44:23BTC CAPITAL MANAGEMENT INC $1.65B
13932026-07-16 10:43:39UNION BANCAIRE PRIVEE UBP SA $9.16B
13942026-07-16 10:42:17ARMBRUSTER CAPITAL MANAGEMENT INC $670.79M
13952026-07-16 10:32:12IPSWICH INVESTMENT MANAGEMENT CO INC $473.65M
13962026-07-16 10:29:05TRIUM CAPITAL LLP $162.58M
13972026-07-16 10:27:40VALICENTI ADVISORY SERVICES INC $529.95K
13982026-07-16 10:21:50TRAPHAGEN INVESTMENT ADVISORS LLC $1.40B
13992026-07-16 10:19:34YOUSIF CAPITAL MANAGEMENT LLC $8.94B
14002026-07-16 10:19:02KOENIG INVESTMENT ADVISORY LLC $128.73M
14012026-07-16 10:12:55FIRST GROWTH CAPITAL LLC $131.90M
14022026-07-16 10:12:47ZWJ INVESTMENT COUNSEL INC $3.09B
14032026-07-16 10:05:32ARS WEALTH ADVISORS GROUP LLC $1.28B
14042026-07-16 10:04:03HOXTON PLANNING & MANAGEMENT LLC $383.22M
14052026-07-16 10:03:44OPTIMUS CAPITAL ADVISORS LLC $186.18M
14062026-07-16 10:02:51LINDEN THOMAS ADVISORY SERVICES LLC $1.24B
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14592026-07-15 16:54:44TCP ASSET MANAGEMENT LLC $882.09M
14602026-07-15 16:53:06VALUE PARTNER INVESTMENTS INC $1.43B
14612026-07-15 16:48:08VERTEX INVESTMENT SOLUTIONS CO LTD $148.21M
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14712026-07-15 16:03:02PARK NATIONAL CORP OH $3.57B
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14732026-07-15 15:50:27SPRENG CAPITAL MANAGEMENT INC $274.95M
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14752026-07-15 15:41:37OUTBOUND FINANCIAL INC $154.40M
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14772026-07-15 15:23:02ENZI WEALTH $315.73M
14782026-07-15 15:21:44CANADA POST CORP REGISTERED PENSION PLAN $2.87B
14792026-07-15 15:21:12DAKOTA COMMUNITY BANK & TRUST NA $32.25M
14802026-07-15 15:18:50AMI INVESTMENT MANAGEMENT INC $470.53M
14812026-07-15 15:16:53MOODY ALDRICH PARTNERS LLC $556.60M
14822026-07-15 15:16:11GUARDIAN FINANCIAL PARTNERS LLC $256.94M
14832026-07-15 15:15:35MEMBERS ADVISORY GROUP LLC $358.22M
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14862026-07-15 15:11:08JOULE FINANCIAL LLC $368.78M
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14882026-07-15 15:00:14CHEMUNG CANAL TRUST CO $541.21M
14892026-07-15 14:58:13RETIREMENT INVESTMENT ADVISORS INC $1.40B
14902026-07-15 14:58:00CANNON ADVISORS INC $164.35M
14912026-07-15 14:55:33SIGNATURE SECURITIES GROUP CORPORATION $331.17M
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14942026-07-15 14:50:23WADDELL ASSOCIATES LLC $2.02B
14952026-07-15 14:45:46S R SCHILL ASSOCIATES $165.66M
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14972026-07-15 14:23:19BELLEAIR ASSET MANAGEMENT LLC $118.85M
14982026-07-15 14:22:40CITY NATIONAL BANK OF FLORIDA MSD $238.49M
14992026-07-15 14:16:32CASCADE INVESTMENT ADVISORS INC $183.30M
15002026-07-15 14:14:11FIVE OCEANS ADVISORS $311.13M
15012026-07-15 14:11:40HARBOUR CAPITAL ADVISORS LLC $549.12M
15022026-07-15 14:10:40VVR HOLDINGS LLC $231.24M
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15042026-07-15 14:07:45AMARILLO NATIONAL BANK $623.84M
15052026-07-15 14:07:14FIRST PREMIER BANK $618.64K
15062026-07-15 14:06:11CHARTER TRUST CO $1.86B
15072026-07-15 14:06:09CLEAR RETIREMENT ADVICE LLC $146.03M
15082026-07-15 14:02:44RELIANT INVESTMENT MANAGEMENT LLC $280.55M
15092026-07-15 13:57:45WEBSTERROGERS FINANCIAL ADVISORS LLC $390.39M
15102026-07-15 13:47:51HIGHLINE WEALTH PARTNERS LLC $493.04M
15112026-07-15 13:36:48ACROPOLIS INVESTMENT MANAGEMENT LLC $2.25B
15122026-07-15 13:32:03MONTGOMERY INVESTMENT MANAGEMENT INC $329.51M
15132026-07-15 13:30:30ONE CHARLES PRIVATE WEALTH SERVICES LLC $434.46M
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15152026-07-15 13:27:43PERPETUAL LTD $7.00B
15162026-07-15 13:11:54BRICKTOWN CAPITAL LLC $553.47M
15172026-07-15 13:10:59LATEEF INVESTMENT MANAGEMENT LP $868.69M
15182026-07-15 13:06:56MIDWEST FINANCIAL PARTNERS INVESTMENTS INC $240.79M
15192026-07-15 13:05:30SHAKER FINANCIAL SERVICES LLC $319.24M
15202026-07-15 13:05:10MBL WEALTH LLC $1.47B
15212026-07-15 13:02:17AURDAN CAPITAL MANAGEMENT LLC $394.22M
15222026-07-15 13:00:55WEALTHSPRING CAPITAL LLC $447.57M
15232026-07-15 13:00:07BLAKE SCHUTTER THEIL WEALTH ADVISORS LLC $147.84M
15242026-07-15 12:59:54ASPIRE PRIVATE CAPITAL LLC $483.73M
15252026-07-15 12:57:08WINTHROP PARTNERS WNY LLC $202.21M
15262026-07-15 12:56:54GREATER MIDWEST FINANCIAL GROUP LLC $200.61M
15272026-07-15 12:56:33JE SIMMONS & CO PC $177.49M
15282026-07-15 12:51:44APPLIED CAPITAL LLC FL $246.21M
15292026-07-15 12:51:20GEREMIA FINANCIAL SERVICES LLC $94.31M
15302026-07-15 12:46:45HERITAGE WEALTH ARCHITECTS INC $251.19M
15312026-07-15 12:46:41CARRHAE CAPITAL LLP $3.62B
15322026-07-15 12:40:56SECURITY FINANCIAL SERVICES INC $720.76M
15332026-07-15 12:36:41SUMMIT FINANCIAL WEALTH ADVISORS LLC $781.98M
15342026-07-15 12:36:13NORTHCREST ASSET MANANGEMENT LLC $3.89B
15352026-07-15 12:35:25LEGAL ADVANTAGE INVESTMENTS INC $285.14M
15362026-07-15 12:31:42LINDSELL TRAIN LTD $2.63B
15372026-07-15 12:31:15AVENTURA PRIVATE WEALTH LLC $325.99M
15382026-07-15 12:29:05PORTMAN SQUARE CAPITAL LLP $2.11B
15392026-07-15 12:28:46SHAKER INVESTMENTS LLC OH $278.25M
15402026-07-15 12:22:41WEALTH ENHANCEMENT ADVISORY SERVICES LLC $59.79B
15412026-07-15 12:21:58COVENANT PARTNERS LLC $0.00
15422026-07-15 12:09:42QUANTUM FINANCIAL PLANNING SERVICES INC $322.55M
15432026-07-15 12:06:39INDEPENDENCE ASSET ADVISORS LLC $383.87M
15442026-07-15 12:06:09WALKER FINANCIAL SERVICES INC $323.31M
15452026-07-15 12:03:29CFG WEALTH MANAGEMENT SERVICES INC $106.55M
15462026-07-15 12:03:22INNOVA WEALTH PARTNERS $244.36M
15472026-07-15 11:59:08TECTONIC ADVISORS LLC $2.08B
15482026-07-15 11:49:17PRENTICE WEALTH MANAGEMENT LLC $484.44M
15492026-07-15 11:49:12CLARK FINANCIAL SERVICES GROUP INC BD $211.83M
15502026-07-15 11:48:59MAINSTREAM CAPITAL MANAGEMENT LLC $166.06M
15512026-07-15 11:46:41REDSTONE WEALTH MANAGEMENT LLC $153.23M
15522026-07-15 11:42:24CUTTER CO BROKERAGE INC $0.00
15532026-07-15 11:41:06APPROACH RETIREMENT ADVISORS LLC $137.71M
15542026-07-15 11:40:37CASSILLY FINANCIAL GROUP LLC $137.79M
15552026-07-15 11:38:17PENN DAVIS MCFARLAND INC $1.12B
15562026-07-15 11:35:56PATRIOT INVESTMENT MANAGEMENT INC $1.72B
15572026-07-15 11:35:38ESSENTIAL INVESTMENT PARTNERS LLC $124.53M
15582026-07-15 11:33:28BROOKSTONE CAPITAL MANAGEMENT $9.99B
15592026-07-15 11:25:28CHURCHILL FINANCIAL ADVISORS LLC $519.42M
15602026-07-15 11:18:33MILESTONE ASSET MANAGEMENT LLC $636.04M
15612026-07-15 11:05:36FIRETHORN WEALTH PARTNERS LLC $310.17M
15622026-07-15 11:02:39GROESBECK INVESTMENT MANAGEMENT CORP NJ $62.79K
15632026-07-15 11:02:19UNIQUE WEALTH STRATEGIES LLC $275.11M
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15652026-07-15 11:00:03BSW WEALTH PARTNERS $899.23M
15662026-07-15 10:53:36PINNACLE WEALTH MANAGEMENT GROUP INC $214.35M
15672026-07-15 10:51:33ARGENT CAPITAL MANAGEMENT LLC $3.17B
15682026-07-15 10:49:48COMMONWEALTH FINANCIAL SERVICES LLC $744.20M
15692026-07-15 10:49:13POLUNIN CAPITAL PARTNERS LTD $407.42K
15702026-07-15 10:48:27BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC $125.03M
15712026-07-15 10:43:29LEXAURUM ADVISORS LLC $865.79M
15722026-07-15 10:33:36LVW ADVISORS LLC $1.16B
15732026-07-15 10:33:10CABOT WELLINGTON LLC $379.53M
15742026-07-15 10:32:54FJELL CAPITAL LLC $146.60M
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15762026-07-15 10:31:04ALTRAFIN AG $255.33M
15772026-07-15 10:22:49FIRST FINANCIAL GROUP CORP $138.34M
15782026-07-15 10:20:21BURNS J W CO INC NY $959.47M
15792026-07-15 10:12:41RFG ADVISORY GROUP LLC $6.40B
15802026-07-15 10:04:58SAXONY CAPITAL MANAGEMENT LLC $218.23M
15812026-07-15 10:03:06WEALTH ENHANCEMENT TRUST SERVICES INC $791.55M
15822026-07-15 10:02:17FIRST AMERICAN BANK $1.79B
15832026-07-15 09:58:14GRANITE FO LLC $189.08M
15842026-07-15 09:52:12OLD NATIONAL BANCORP IN $5.02B
15852026-07-15 09:51:14LEVEL FINANCIAL ADVISORS INC $447.54M
15862026-07-15 09:49:32COUNTRY TRUST BANK $5.71B
15872026-07-15 09:47:35KEYSTONE FINANCIAL PLANNING INC $387.93M
15882026-07-15 09:37:49REGISTER FINANCIAL ADVISORS LLC $326.08M
15892026-07-15 09:32:47A D BEADELL INVESTMENT COUNSEL INC $156.25K
15902026-07-15 09:31:38HOME FEDERAL BANK OF TENNESSEE $463.32M
15912026-07-15 09:27:13KEPLER CHEUVREUX (SUISSE) SA $1.75B
15922026-07-15 09:22:31SACHETTA LLC $205.71M
15932026-07-15 09:21:30CHRONOS WEALTH MANAGEMENT LLC $225.35M
15942026-07-15 09:19:32CORNELL POCHILY INVESTMENT ADVISORS INC $371.70M
15952026-07-15 09:17:39CATHY PARETO & ASSOCIATES INC $170.57M
15962026-07-15 09:12:51ATTICUS WEALTH MANAGEMENT LLC $420.12M
15972026-07-15 09:07:44MOLLER FINANCIAL SERVICES $552.82M
15982026-07-15 09:06:24ANDREW HILL INVESTMENT ADVISORS INC $134.74M
15992026-07-15 09:01:55HOLOS INTEGRATED WEALTH LLC $214.16M
16002026-07-15 08:59:22AUTO OWNERS INSURANCE CO $4.43B
16012026-07-15 08:49:53BEIRNE WEALTH CONSULTING SERVICES LLC $502.58M
16022026-07-15 08:40:07LAFLEUR GODFREY LLC $842.12M
16032026-07-15 08:19:25DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD $544.85M
16042026-07-15 07:52:11SWEDBANK AB $115.99B
16052026-07-15 06:04:27TRELLIS WEALTH ADVISORS LLC $291.31M
16062026-07-15 06:02:29COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC $378.10M
16072026-07-14 21:35:00CORDANT INC $279.41M
16082026-07-14 20:42:58MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO LTD $32.71M
16092026-07-14 19:47:20WEALTH ADVISORS NORTHWEST LLC $293.22M
16102026-07-14 19:43:19WEITZEL FINANCIAL SERVICES INC $294.11M
16112026-07-14 19:27:01ALTIUM INVESTMENT STRATEGIES LLC $69.44M
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16142026-07-14 18:49:29XY PLANNING NETWORK INC $797.11M
16152026-07-14 18:30:15DAVIDSON KAHN CAPITAL MANAGEMENT LLC $232.82M
16162026-07-14 18:03:15CPR INVESTMENTS INC $129.90M
16172026-07-14 17:53:41KOHMANN BOSSHARD FINANCIAL SERVICES LLC $1.18B
16182026-07-14 17:49:33RAUB BROCK CAPITAL MANAGEMENT LP $363.30M
16192026-07-14 17:47:54WELCH FINANCIAL PLANNING LLC $171.62M
16202026-07-14 17:46:33GOELZER INVESTMENT MANAGEMENT INC $2.29B
16212026-07-14 17:45:51EMPIRICAL FINANCIAL SERVICES LLC $6.85B
16222026-07-14 17:32:09CAPELIGHT CAPITAL ASSET MANAGEMENT LP $208.42M
16232026-07-14 17:32:01BURNEY CO $3.71B
16242026-07-14 17:28:50ELSER FINANCIAL PLANNING INC $2.31B
16252026-07-14 17:27:59ENCLAVE ADVISORS LLC $790.39M
16262026-07-14 17:27:45BCU WEALTH ADVISORS LLC $301.08M
16272026-07-14 17:26:28AMERICAN FINANCIAL ADVISORS LLC $831.06M
16282026-07-14 17:25:12PORTSIDE WEALTH GROUP LLC $858.28M
16292026-07-14 17:20:17SOUTHERN CAPITAL ADVISORS LLC $239.45M
16302026-07-14 17:19:13KINGS PATH PARTNERS LLC $375.82M
16312026-07-14 17:18:37MCGRATH & ASSOCIATES INC $76.76M
16322026-07-14 17:12:30SYSTELLIGENCE LLC $598.72M
16332026-07-14 17:11:06UPPER LEFT WEALTH MANAGEMENT LLC $180.46M
16342026-07-14 17:09:37CDM FINANCIAL COUNSELING SERVICES INC $116.05M
16352026-07-14 17:07:48WASHINGTON UNIVERSITY $264.79M
16362026-07-14 17:07:27BAM WEALTH MANAGEMENT LLC $159.83M
16372026-07-14 17:06:14DELTA WEALTH ADVISORS LLC $139.99M
16382026-07-14 17:04:46SMITH THORNTON ADVISORS LLC $226.96M
16392026-07-14 17:00:57YHB INVESTMENT ADVISORS INC $1.56B
16402026-07-14 16:59:30KELLY FINANCIAL GROUP LLC $450.06M
16412026-07-14 16:58:19BCO WEALTH MANAGEMENT LLC $183.37M
16422026-07-14 16:56:33MULLANEY KEATING & WRIGHT INC $206.79M
16432026-07-14 16:54:28CUTLER INVESTMENT COUNSEL LLC $1.06B
16442026-07-14 16:51:25CACHE ADVISORS LLC $1.18B
16452026-07-14 16:50:35TRUST CO OF OKLAHOMA $389.20M
16462026-07-14 16:44:04FAMILY LEGACY FINANCIAL SOLUTIONS LLC $164.00M
16472026-07-14 16:43:15YARGER WEALTH STRATEGIES LLC $278.36M
16482026-07-14 16:35:54SUNBEAM CAPITAL MANAGEMENT LLC $218.79M
16492026-07-14 16:33:52ROLEK WEALTH MANAGEMENT LLC $178.57M
16502026-07-14 16:31:57PEAK WEALTH MANAGEMENT LLC $142.52M
16512026-07-14 16:29:48PRESIDIO CAPITAL MANAGEMENT LLC $399.94M
16522026-07-14 16:28:50FISHER FUNDS MANAGEMENT LTD $3.52B
16532026-07-14 16:27:59OXINAS PARTNERS WEALTH MANAGEMENT LLC $253.73M
16542026-07-14 16:23:16OCTAVIA WEALTH ADVISORS LLC $1.16B
16552026-07-14 16:22:48HENDLEY CO INC $282.58K
16562026-07-14 16:20:16NORTHSTAR ADVISORY GROUP LLC $322.47M
16572026-07-14 16:16:47NESTEGG ADVISORS INC $141.41M
16582026-07-14 16:15:53FENIMORE ASSET MANAGEMENT INC $4.83B
16592026-07-14 16:15:07MOUNTAIN CAPITAL INVESTMENT ADVISORS INC $702.19M
16602026-07-14 16:12:38KIRR MARBACH CO LLC IN $593.77M
16612026-07-14 16:11:56JACOBSON SCHMITT ADVISORS LLC $612.15M
16622026-07-14 16:09:55IAM ADVISORY LLC $513.23M
16632026-07-14 16:09:48WESTHAMPTON CAPITAL LLC $241.05M
16642026-07-14 16:09:36CLAUDIA M P BATLLE CRP (R) LLC $334.82M
16652026-07-14 16:08:34CURBSTONE FINANCIAL MANAGEMENT CORP $586.99M
16662026-07-14 16:07:50GREAT OAK CAPITAL PARTNERS LLC $462.67M
16672026-07-14 16:04:47BARLOW WEALTH PARTNERS INC $925.54M
16682026-07-14 16:01:16CONGRESS PARK CAPITAL LLC $370.48M
16692026-07-14 15:59:58BAYBRIDGE CAPITAL GROUP LLC $191.92M
16702026-07-14 15:59:12CARDINAL POINT CAPITAL MANAGEMENT ULC $1.77B
16712026-07-14 15:59:01PLANCORP LLC $4.10B
16722026-07-14 15:58:33DLK INVESTMENT MANAGEMENT LLC $235.15M
16732026-07-14 15:58:01LONGVIEW FINANCIAL ADVISORS LLC $202.36M
16742026-07-14 15:57:10NEPSIS CAPITAL MANAGEMENT INC $294.82M
16752026-07-14 15:56:51QRG CAPITAL MANAGEMENT INC $12.09B
16762026-07-14 15:56:24NATIONAL ASSET MANAGEMENT INC $1.87B
16772026-07-14 15:55:22CREDIT CAPITAL INVESTMENTS LLC $174.62M
16782026-07-14 15:54:42VERISAIL PARTNERS LLC $269.76M
16792026-07-14 15:53:44SUCCESSFUL PORTFOLIOS LLC $214.13M
16802026-07-14 15:53:06ALLODIUM INVESTMENT CONSULTANTS LLC $235.46M
16812026-07-14 15:52:22CORECAM PTE LTD $264.09M
16822026-07-14 15:51:31BLUE ZONE WEALTH ADVISORS LLC $572.78M
16832026-07-14 15:49:26AYRSHIRE CAPITAL MANAGEMENT LLC $213.52M
16842026-07-14 15:48:17ADDENDA CAPITAL INC $3.68B
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16862026-07-14 15:34:26HOESE AND CO LLP $153.93M
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17612026-07-14 09:02:51COX CAPITAL CO LLC $179.67M
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17712026-07-13 21:38:30ARNOLD FINANCIAL PLANNING LLC $134.09M
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17812026-07-13 20:30:11CLARK & STUART INC $159.38M
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17852026-07-13 19:05:19CANNAE HOLDINGS INC (CNNE) $133.62M
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18312026-07-13 15:49:16LYNCH ASSOCIATES IN $572.51M
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19112026-07-13 09:40:24O'KEEFE STEVENS ADVISORY INC $487.66M
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19142026-07-13 09:21:08UNIVERSITY OF CAMBRIDGE INVESTMENT MANAGEMENT LTD $93.89M
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19172026-07-13 09:01:28OLISTICO WEALTH LLC $233.77M
19182026-07-13 08:46:50LAKESHORE FINANCIAL PLANNING INC $310.65M
19192026-07-13 08:43:57SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $277.54M
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19212026-07-13 08:32:57NIPPON LIFE INSURANCE CO $6.04M
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19272026-07-10 17:53:47CLIENT FIRST CAPITAL LLC $251.13M
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19292026-07-10 17:43:01PARK EDGE ADVISORS LLC $474.91M
19302026-07-10 17:39:27OAK ASSET MANAGEMENT LLC $311.01M
19312026-07-10 17:39:03CYPRESS WEALTH SERVICES LLC $814.94M
19322026-07-10 17:38:35CHATHAM CAPITAL GROUP INC $783.04M
19332026-07-10 17:38:16SHELTER ROCK MANAGEMENT LLC $103.12M
19342026-07-10 17:37:50BAUGH ASSOCIATES LLC $226.02M
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19362026-07-10 17:36:49MITCHELL AND PAHLPRIVATE WEALTH LLC $272.21M
19372026-07-10 17:35:17INTEGRIS WEALTH MANAGEMENT LLC $495.21M
19382026-07-10 17:34:47CURATED WEALTH PARTNERS LLC $773.64M
19392026-07-10 17:34:15VERACITY CAPITAL LLC $370.39M
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19412026-07-10 17:33:16PARK CAPITAL MANAGEMENT LLC WI $169.85M
19422026-07-10 17:32:10APS MANAGEMENT GROUP INC $130.11M
19432026-07-10 17:30:57HECK CAPITAL ADVISORS LLC $1.67B
19442026-07-10 17:29:28LEVERTY FINANCIAL GROUP LLC $514.14M
19452026-07-10 17:20:10TAYLOR & MORGAN WEALTH MANAGEMENT LLC $202.85M
19462026-07-10 17:15:43ADIRONDACK CAPITAL ADVISORS LLC $186.46M
19472026-07-10 17:11:16FORM WEALTH ADVISORS LLC $909.31M
19482026-07-10 17:03:50RAMSEY QUANTITATIVE SYSTEMS $111.59M
19492026-07-10 16:27:33PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC $170.58M
19502026-07-10 16:02:44CABANA LLC $13.27M
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19522026-07-10 15:40:47HUDSON VALUE PARTNERS LLC $398.50M
19532026-07-10 15:40:02TRUST CO $1.11B
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19552026-07-10 15:29:14PARTNERSHIP WEALTH MANAGEMENT LLC $147.95M
19562026-07-10 15:18:23HRC WEALTH MANAGEMENT LLC $244.42M
19572026-07-10 15:15:16G S CAPITAL LLC $345.20M
19582026-07-10 15:09:00LEDERER ASSOCIATES INVESTMENT COUNSEL CA $151.92K
19592026-07-10 15:08:03KENTUCKY TRUST CO $207.90M
19602026-07-10 15:06:18TORREN MANAGEMENT LLC $196.69M
19612026-07-10 14:58:11NOLET WEALTH MANAGEMENT LLC $181.12M
19622026-07-10 14:48:50WILLIAM MACK & ASSOCIATES INC $283.72M
19632026-07-10 14:44:22FRUTH INVESTMENT MANAGEMENT $420.62K
19642026-07-10 14:43:04FIDUCIARY FINANCIAL GROUP LLC $882.39M
19652026-07-10 14:34:08FARRELL FINANCIAL LLC $184.90M
19662026-07-10 14:31:15LAM GROUP INC $201.36M
19672026-07-10 14:31:09STONEKEEP INVESTMENTS LLC $171.81M
19682026-07-10 14:16:10CANVAS WEALTH ADVISORS LLC $716.87M
19692026-07-10 14:08:34RISE ADVISORS LLC $355.35M
19702026-07-10 14:07:46ARKFELD WEALTH STRATEGIES L L C $334.46M
19712026-07-10 13:58:57SUNESIS ADVISORS LLC $241.86M
19722026-07-10 13:57:20GENWEALTH GROUP INC $641.84M
19732026-07-10 13:43:13DAGCO INC $541.06M
19742026-07-10 13:41:50WEST BRANCH CAPITAL LLC $430.26M
19752026-07-10 13:24:09PEIRCE CAPITAL MANAGEMENT LLC $272.74M
19762026-07-10 13:03:01NVEST WEALTH STRATEGIES INC $1.00
19772026-07-10 12:58:55DINUZZO PRIVATE WEALTH INC $1.01B
19782026-07-10 12:56:39KENNICOTT CAPITAL MANAGEMENT LLC $215.88M
19792026-07-10 12:43:02FAMILY WEALTH PARTNERS LLC $325.83M
19802026-07-10 12:41:32CARDINAL CAPITAL MANAGEMENT INC $4.13B
19812026-07-10 12:41:26MAGNOLIA CAPITAL MANAGEMENT LTD $144.92K
19822026-07-10 12:39:11TEMA ETFS LLC $3.09B
19832026-07-10 12:32:26HAVEN CAPITAL GROUP INC $124.52M
19842026-07-10 12:25:34BUTENSKY COHEN FINANCIAL SECURITY INC $404.26M
19852026-07-10 12:24:20JAPAN POST HOLDINGS CO LTD $5.97B
19862026-07-10 12:21:53FINANCIAL PLANNING FORT COLLINS LLC $132.02M
19872026-07-10 12:09:23JFS WEALTH ADVISORS LLC $2.01B
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19892026-07-10 11:45:37INVESTORS RESEARCH CORP $558.78M
19902026-07-10 11:43:10ANNEX ADVISORY SERVICES LLC $5.86B
19912026-07-10 11:42:29PATHFINDER WEALTH CONSULTING INC $0.00
19922026-07-10 11:36:24TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH ALLIANZ POLSKA SA $46.62M
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19942026-07-10 11:32:09ACCEL WEALTH MANAGEMENT $444.38M
19952026-07-10 11:29:02BANK & TRUST CO $158.43M
19962026-07-10 11:17:30BUSKA WEALTH MANAGEMENT LLC $277.30M
19972026-07-10 11:15:43HYPERION ASSET MANAGEMENT LTD $3.77B
19982026-07-10 11:10:13WEDGE CAPITAL MANAGEMENTLLPNC $6.06B
19992026-07-10 11:03:49ABOUND WEALTH MANAGEMENT $503.86M
20002026-07-10 11:03:05NORTHSIDE CAPITAL MANAGEMENT LLC $1.22B
20012026-07-10 10:47:28TRINITY STREET ASSET MANAGEMENT LLP $1.94B
20022026-07-10 10:37:30REGENT PEAK WEALTH ADVISORS LLC $540.13M
20032026-07-10 10:33:12GOALFUSION WEALTH MANAGEMENT LLC $247.66M
20042026-07-10 10:14:05LEE KELLEHER WEALTH MANAGEMENT $191.22M
20052026-07-10 09:59:04OLDFIELD PARTNERS LLP $414.83M
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20072026-07-10 09:47:18SL ADVISORS LLC $57.16M
20082026-07-10 09:37:46ALKEN ASSET MANAGEMENT LTD $89.58K
20092026-07-10 09:36:27WALKER ASSET MANAGEMENT LLC $198.22M
20102026-07-10 09:32:46BALLAST INC $530.23M
20112026-07-10 09:30:40ALM FIRST FINANCIAL ADVISORS LLC $593.62M
20122026-07-10 09:25:25CAMELOT TECHNOLOGY ADVISORS INC $148.73M
20132026-07-10 09:24:21CHARLES SCHWAB TRUST CO $1.79B
20142026-07-10 09:17:19SALVUS WEALTH MANAGEMENT LLC $178.49M
20152026-07-10 09:14:45BFI INFINITY LTD $336.74M
20162026-07-10 09:13:00KWB WEALTH $1.17B
20172026-07-10 09:10:46PROSPERITY PLANNING INC $436.30M
20182026-07-10 09:09:54FINANCIAL DESIGNS CORP $186.57M
20192026-07-10 09:09:05SCOTT CAPITAL ADVISORS LLC $638.51M
20202026-07-10 09:08:23SPINNAKER INVESTMENT GROUP LLC $624.08M
20212026-07-10 08:44:44WEALTH GROUP LTD $522.54M
20222026-07-10 08:44:24CITY HOLDING CO $884.45M
20232026-07-10 08:43:09ORRSTOWN FINANCIAL SERVICES INC $673.66M
20242026-07-10 08:00:10STEPHENS GROUP LLC $206.32M
20252026-07-10 07:27:08HANDELSBANKEN FONDER AB $35.10M
20262026-07-10 07:20:27AQUAMARINE ZURICH AG $144.09K
20272026-07-10 06:58:23GENERALI INVESTMENTS MANAGEMENT CO LLC $460.34M
20282026-07-10 06:42:36E OHMAN J:OR ASSET MANAGEMENT AB $4.30B
20292026-07-09 21:13:53NORTHCAPE CAPITAL PTY LTD $741.77M
20302026-07-09 19:38:25YOFFE INVESTMENT MANAGEMENT LLC $87.35M
20312026-07-09 19:23:40AUSBIL INVESTMENT MANAGEMENT LTD $221.02M
20322026-07-09 18:50:06WRIGHT FUND MANAGMENT LLC $2.08B
20332026-07-09 18:11:21WASATCH ADVISORS INC $15.28B
20342026-07-09 17:51:46DOLIVER CAPITAL ADVISORS INC $441.94M
20352026-07-09 17:49:38DIVERSIFIED MANAGEMENT INC $468.08M
20362026-07-09 17:39:32CLARUS WEALTH ADVISORS $259.51M
20372026-07-09 17:39:06PEOPLES BANK KS $102.88M
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20402026-07-09 17:14:21LWM ADVISORS INC $134.11M
20412026-07-09 17:12:19AVENUE 1 ADVISORS LLC $372.32M
20422026-07-09 17:10:34STEADTRUST LLC $197.73M
20432026-07-09 17:09:21BARRY INVESTMENT ADVISORS LLC $478.07M
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20462026-07-09 17:03:32BARON FINANCIAL GROUP LLC $209.57M
20472026-07-09 17:02:04DIPAOLO FINANCIAL GROUP INC $153.07M
20482026-07-09 17:01:06REVOLVE WEALTH PARTNERS LLC $965.20M
20492026-07-09 17:00:07ARES FINANCIAL CONSULTING LLC $139.39M
20502026-07-09 16:59:55KEY CLIENT FIDUCIARY ADVISORS LLC $346.69M
20512026-07-09 16:58:25ASSET ADVISORY GROUP INC $228.78M
20522026-07-09 16:57:22VISTA INVESTMENT PARTNERS LLC $397.36M
20532026-07-09 16:56:21CENTURION WEALTH MANAGEMENT LLC $418.23M
20542026-07-09 16:55:03BAY RIVERS GROUP $293.01M
20552026-07-09 16:53:51FINIVI INC $194.94M
20562026-07-09 16:53:15FRANKLIN STREET ADVISORS INC NC $1.79B
20572026-07-09 16:50:15MATRIX TRUST CO $689.54K
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20612026-07-09 16:28:05WARNER FINANCIAL INC $340.10M
20622026-07-09 16:16:07FFG RETIREMENT ADVISORS LLC $188.91M
20632026-07-09 16:15:46CHARIS LEGACY PARTNERS LLC $81.33M
20642026-07-09 16:13:11KRAFT DAVIS & ASSOCIATES LLC $478.79M
20652026-07-09 16:12:53DEFENDER CAPITAL LLC $307.97M
20662026-07-09 16:12:45KOPP FAMILY OFFICE LLC $163.17M
20672026-07-09 16:07:47FINANCIAL MANAGEMENT PROFESSIONALS INC $1.05B
20682026-07-09 16:07:21HARRELL INVESTMENT PARTNERS LLC $461.33M
20692026-07-09 16:05:22FIRST BANK TRUST $680.02M
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20712026-07-09 16:01:06PERKINS COIE TRUST CO $603.28M
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20802026-07-09 15:29:26FLUENT FINANCIAL LLC $280.18M
20812026-07-09 15:29:07WEALTHCARE CAPITAL MANAGEMENT LLC $1.05B
20822026-07-09 15:28:55LEGACY WEALTH ASSET MANAGEMENT LLC $455.63M
20832026-07-09 15:28:19LEGACY WEALTH MANAGEMENT INC $1.91B
20842026-07-09 15:25:44PETTINGA FINANCIAL ADVISORS LLC $623.93M
20852026-07-09 15:24:41CAPITAL WEALTH MANAGEMENT LLC $415.89M
20862026-07-09 15:23:58VERTRIX WEALTH MANAGEMENT LLC $296.97M
20872026-07-09 15:23:41ALLIANCE WEALTH ADVISORS LLC $307.75M
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20922026-07-09 15:07:43IFC & INSURANCE MARKETING INC $113.57M
20932026-07-09 15:05:47COREPATH WEALTH PARTNERS LLC $160.33M
20942026-07-09 15:04:39HERBST GROUP LLC $183.46M
20952026-07-09 15:04:14FRANKLIN PARLAPIANO TURNER WELCH LLC $442.25M
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20972026-07-09 15:02:55STONECREST WEALTH MANAGEMENT INC $312.96M
20982026-07-09 14:57:40CONSTITUTION CAPITAL LLC $194.80M
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21002026-07-09 14:53:29FERGUSON SHAPIRO LLC $341.83M
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21112026-07-09 14:19:40LVM CAPITAL MANAGEMENT LTD MI $1.19M
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22182026-07-08 17:38:28JACOBS CO CA $1.17M
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22312026-07-08 16:36:54TRUST POINT INC $1.18B
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22342026-07-08 16:14:00FORESIGHT CAPITAL MANAGEMENT ADVISORS INC $205.67M
22352026-07-08 16:00:30BERKSHIRE BANK $518.12M
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22492026-07-08 14:51:12SCOTT SELBER INC $473.72M
22502026-07-08 14:47:38FNY INVESTMENT ADVISERS LLC $278.67K
22512026-07-08 14:37:13PALOUSE CAPITAL MANAGEMENT INC $160.38M
22522026-07-08 14:30:03COOPER FINANCIAL GROUP $1.21B
22532026-07-08 13:58:25KWMG LLC $1.38B
22542026-07-08 13:56:26WHITE WING WEALTH MANAGEMENT $191.67M
22552026-07-08 13:54:28WHITCOMB & HESS INC $462.97M
22562026-07-08 13:53:54VICTRIX INVESTMENT ADVISORS $238.54M
22572026-07-08 13:52:19MFG WEALTH MANAGEMENT INC $139.80M
22582026-07-08 13:50:48TEAMWORK FINANCIAL ADVISORS LLC $1.10B
22592026-07-08 13:49:37SONOMA ALLOCATIONS LLC $321.81M
22602026-07-08 13:49:29ABNER HERRMAN BROCK LLC $1.05M
22612026-07-08 13:48:39EBERT CAPITAL MANAGEMENT INC $106.56M
22622026-07-08 13:47:17NIPUN CAPITAL LP $214.53M
22632026-07-08 13:45:46AURORA INVESTMENT MANAGERS LLC $163.53K
22642026-07-08 13:41:57TRUEWEALTH ADVISORS LLC $443.55M
22652026-07-08 13:41:19PROFESSIONAL ADVISORY SERVICES INC $835.68K
22662026-07-08 13:39:54GREEN RIDGE WEALTH PLANNING LLC $237.75M
22672026-07-08 13:38:10PUFF WEALTH MANAGEMENT LLC $98.09M
22682026-07-08 13:36:40COMMUNITY TRUST INVESTMENT CO $1.94B
22692026-07-08 13:35:09WILSEY ASSET MANAGEMENT INC $680.96M
22702026-07-08 13:34:49TURNER CAPITAL INVESTMENTS LLC $0.00
22712026-07-08 13:33:33OFS ENTERPRISE LLC $391.71M
22722026-07-08 13:27:08PLATT INVESTMENT COUNSEL LLC $149.26M
22732026-07-08 13:20:36ROCKLAND TRUST CO $2.55B
22742026-07-08 13:10:48BRIGHT ROCK CAPITAL MANAGEMENT LLC $499.05M
22752026-07-08 12:53:46NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $330.11M
22762026-07-08 12:39:00GRADIENT INVESTMENTS LLC $7.25B
22772026-07-08 12:32:45ATWOOD PALMER INC $18.78B
22782026-07-08 12:23:22NORWAY SAVINGS BANK $238.53M
22792026-07-08 12:12:49MORRIS RETIREMENT ADVISORS LLC $275.85M
22802026-07-08 12:09:58BEAIRD HARRIS WEALTH MANAGEMENT LLC $1.60B
22812026-07-08 11:52:01TL PRIVATE WEALTH $272.69M
22822026-07-08 11:43:27FLAHARTY ASSET MANAGEMENT LLC $69.87M
22832026-07-08 11:34:37WORTH ASSET MANAGEMENT LLC $312.59M
22842026-07-08 11:19:43AGATE PASS INVESTMENT MANAGEMENT LLC $271.22M
22852026-07-08 11:07:40VALEO FINANCIAL ADVISORS LLC $4.74B
22862026-07-08 11:07:27POLIANTA LTD $808.80K
22872026-07-08 11:04:42CRUMLY ASSOCIATES INC $522.27M
22882026-07-08 11:04:36SEILERN INVESTMENT MANAGEMENT LTD $793.82M
22892026-07-08 11:04:14PRIVATE WEALTH GROUP LLC $258.94M
22902026-07-08 10:51:59LEXINGTON HILL PARTNERS LLC $206.24M
22912026-07-08 10:37:58OXENFREE CAPITAL LLC $218.15M
22922026-07-08 10:37:23LEGACY WEALTH MANAGEMENT LLC MS $389.56M
22932026-07-08 10:35:09PINE HAVEN INVESTMENT COUNSEL INC $148.81M
22942026-07-08 10:34:31LEDGEWOOD WEALTH ADVISORS LLC $188.36M
22952026-07-08 10:33:50BREAKWATER CAPITAL GROUP $833.33M
22962026-07-08 10:33:13STRATEGIC POINT INVESTMENT ADVISORS LLC $767.47M
22972026-07-08 10:33:10SUNBURST FINANCIAL GROUP LLC $617.31M
22982026-07-08 10:32:22AFFINITY CAPITAL ADVISORS LLC $809.53M
22992026-07-08 10:09:35FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES $499.38M
23002026-07-08 10:04:55WEST FINANCIAL ADVISORS LLC $658.51M
23012026-07-08 09:56:53HENNION AND WALSH ASSET MANAGEMENT INC $3.50B
23022026-07-08 09:55:56WINDSOR CAPITAL MANAGEMENT LLC $384.78M
23032026-07-08 09:19:06ASSENAGON ASSET MANAGEMENT S A $80.18B
23042026-07-08 09:10:18DANMARKS NATIONALBANK $1.45B
23052026-07-08 09:09:09APELLA CAPITAL LLC $7.08B
23062026-07-08 08:45:11MIRABAUD & CIE SA $1.12M
23072026-07-08 08:40:46MALLINI COMPLETE FINANCIAL PLANNING LLC $140.17M
23082026-07-08 07:58:40CZECH NATIONAL BANK $18.35B
23092026-07-08 07:57:40LUMA CAPITAL SA SPF $112.13M
23102026-07-08 07:56:54PENSIONDANMARK PENSIONSFORSIKRINGSAKTIESELSKAB $12.04B
23112026-07-08 07:56:53SHEARWATER CAPITAL LLC $209.44M
23122026-07-08 06:30:29PKO BP BANKOWY UNIVERSAL PENSION SOCIETY JSC $349.94M
23132026-07-08 06:10:15NEUMANN ADVISORY HONG KONG LTD $355.85K
23142026-07-07 21:14:26ZRC WEALTH MANAGEMENT LLC $333.79M
23152026-07-07 19:30:27COHEN CAPITAL MANAGEMENT INC $735.48M
23162026-07-07 19:20:17CULTIVAR CAPITAL INC $155.28M
23172026-07-07 18:36:54RYAN INVESTMENT MANAGEMENT INC $220.91M
23182026-07-07 18:25:11CLUNE & ASSOCIATES LTD $661.50M
23192026-07-07 18:14:04PRAETORIAN WEALTH MANAGEMENT INC $579.59M
23202026-07-07 18:13:48DWR WEALTH MANAGEMENT LLC $133.62M
23212026-07-07 18:02:01TWIN CITIES RETIREMENT GROUP LLC $116.81M
23222026-07-07 17:55:02RVW WEALTH LLC $1.52B
23232026-07-07 17:54:22BANNERMAN WEALTH MANAGEMENT GROUP LLC $171.39M
23242026-07-07 17:48:17CASTLE ROCK WEALTH MANAGEMENT LLC $509.44M
23252026-07-07 17:47:49NERDWALLET WEALTH PARTNERS LLC $290.19M
23262026-07-07 17:47:34ACT WEALTH MANAGEMENT LLC $340.30M
23272026-07-07 17:41:38ATTESSA CAPITAL LLC $222.92M
23282026-07-07 17:40:35ELMWOOD WEALTH MANAGEMENT INC $399.80M
23292026-07-07 17:32:40MATTHEW GOFF INVESTMENT ADVISOR LLC $592.62M
23302026-07-07 17:25:02MADISON PARK CAPITAL ADVISORS LLC $140.34M
23312026-07-07 17:12:06MIRADOR CAPITAL PARTNERS LP $816.84M
23322026-07-07 17:11:29QUAD CITIES INVESTMENT GROUP LLC $278.23M
23332026-07-07 17:10:56TRINITY WEALTH MANAGEMENT LLC $315.15M
23342026-07-07 17:10:25ME ALLISON & CO INC $173.75M
23352026-07-07 17:09:48INTEGRAL INVESTMENT ADVISORS INC $453.96M
23362026-07-07 17:09:05DMKC ADVISORY SERVICES LLC $529.63M
23372026-07-07 17:08:36VISIONPOINT ADVISORY GROUP LLC $612.92M
23382026-07-07 17:06:31DYNAMIC ADVISORS SOLUTIONS LLC $3.53B
23392026-07-07 17:05:54FOCUS WEALTH ADVISORS LLC $215.72M
23402026-07-07 17:05:04WILLNER & HELLER LLC $159.71M
23412026-07-07 17:04:21MCNAUGHTON WEALTH MANAGEMENT LLC $281.62M
23422026-07-07 17:03:53GRAVES LIGHT PRIVATE WEALTH MANAGEMENT INC $1.07B
23432026-07-07 17:03:11TLWM $614.94M
23442026-07-07 17:02:03INTEGRYS WEALTH ADVISORS LLC $873.52M
23452026-07-07 17:01:27SYSTRADE AG $159.75M
23462026-07-07 17:00:27PIONEER WEALTH MANAGEMENT GROUP $413.94M
23472026-07-07 16:59:06FERMATA ADVISORS LLC $494.52M
23482026-07-07 16:58:25180 WEALTH ADVISORS LLC $997.46M
23492026-07-07 16:58:04FIRST CITIZENS FINANCIAL CORP $239.19M
23502026-07-07 16:57:24POST RESCH TALLON GROUP INC $144.58M
23512026-07-07 16:56:47BILL FEW ASSOCIATES INC $470.05M
23522026-07-07 16:56:16SFM LLC $195.07M
23532026-07-07 16:53:42FOSTER GROUP INC $3.76B
23542026-07-07 16:52:10HAMLIN CAPITAL MANAGEMENT LLC $4.45B
23552026-07-07 16:51:29JGP WEALTH MANAGEMENT LLC $1.11B
23562026-07-07 16:49:04PALLER FINANCIAL SERVICES INC $133.76M
23572026-07-07 16:48:21MECHANICS BANK TRUST DEPARTMENT $808.20M
23582026-07-07 16:47:37DAVID J YVARS GROUP $211.89M
23592026-07-07 16:45:40TRUST ASSET MANAGEMENT LLC $725.86M
23602026-07-07 16:26:46SHAYNE CO LLC $337.18M
23612026-07-07 16:25:39HARDIN CAPITAL PARTNERS LLC $215.36M
23622026-07-07 16:24:16THRIVE WEALTH MANAGEMENT LLC $787.14M
23632026-07-07 16:21:44SANDERS MORRIS HARRIS INC $172.41M
23642026-07-07 16:16:41LINCOLN CAPITAL LLC $562.00M
23652026-07-07 16:14:36ARCHER INVESTMENT MANAGEMENT LLC $292.66M
23662026-07-07 16:13:48INTEGRATED CAPITAL MANAGEMENT INC $143.32M
23672026-07-07 16:12:49CHAPIN DAVIS INC $568.58M
23682026-07-07 16:11:37GAINPLAN LLC $253.82M
23692026-07-07 15:57:49STONEHEARTH CAPITAL MANAGEMENT LLC $293.07M
23702026-07-07 15:46:20SARASIN PARTNERS LLP $8.54B
23712026-07-07 15:45:30CROCODILE CAPITAL PARTNERS GMBH $147.02M
23722026-07-07 15:42:22HUMMER FINANCIAL ADVISORY SERVICES INC $152.00M
23732026-07-07 15:41:46EMPRISE BANK $271.49M
23742026-07-07 15:41:38EVANSON FINANCIAL LLC $2.04B
23752026-07-07 15:40:07ECLECTIC ASSOCIATES INC ADV $878.34M
23762026-07-07 15:39:07IMZ ADVISORY INC $315.81M
23772026-07-07 15:37:59MIDWEST FINANCIAL NETWORK LLC $146.44M
23782026-07-07 15:31:34ISRAEL DISCOUNT BANK OF NEW YORK $54.02M
23792026-07-07 15:30:44FINANCIAL ENHANCEMENT GROUP LLC $844.35M
23802026-07-07 15:24:50MOODY NATIONAL BANK TRUST DIVISION $1.21B
23812026-07-07 15:11:31CARDEROCK CAPITAL MANAGEMENT INC $455.76M
23822026-07-07 14:51:33FLOWER CITY CAPITAL $227.12M
23832026-07-07 14:50:31WALLER FINANCIAL PLANNING GROUP INC $485.63M
23842026-07-07 14:31:37COCONUT GROVE BANK $1.01B
23852026-07-07 14:30:55CANANDAIGUA NATIONAL BANK TRUST CO $1.19B
23862026-07-07 14:26:19ARMIS ADVISERS LLC $1.09B
23872026-07-07 14:21:09SANDY COVE ADVISORS LLC $399.77M
23882026-07-07 14:19:26BRIGHTON SECURITIES CORP $232.83M
23892026-07-07 14:11:53EPIQ PARTNERS LLC $235.80M
23902026-07-07 14:05:08ARLINGTON TRUST CO LLC $1.18B
23912026-07-07 13:44:30ARLINGTON PARTNERS LLC $55.37M
23922026-07-07 13:41:44GREENFIELD SAVINGS BANK $263.65M
23932026-07-07 13:27:13HARBOR INVESTMENT ADVISORY LLC $1.43B
23942026-07-07 13:26:04OLSTEIN CAPITAL MANAGEMENT LP $0.00
23952026-07-07 13:19:55PROTA FINANCIAL LLC $151.91M
23962026-07-07 13:18:16ADDIS & HILL INC $181.48M
23972026-07-07 13:14:32CALDER FINANCIAL LLC $106.15M
23982026-07-07 13:06:32WISCONSIN WEALTH ADVISORS LLC $116.70M
23992026-07-07 13:01:48CENTRAL PACIFIC BANK TRUST DIVISION $984.06M
24002026-07-07 12:56:31GAMMA INVESTING LLC $2.69B
24012026-07-07 12:55:27GRANT PRIVATE WEALTH MANAGEMENT INC $237.17M
24022026-07-07 12:51:38NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $3.80B
24032026-07-07 12:44:33VALUE INVESTMENT PROFESSIONALS LLC $118.93M
24042026-07-07 12:37:11CRESCENT STERLING LTD $111.80M
24052026-07-07 12:36:41MADER SHANNON WEALTH MANAGEMENT INC $214.07M
24062026-07-07 12:26:33MARTIN CAPITAL PARTNERS LLC $271.96M
24072026-07-07 12:21:20GK WEALTH MANAGEMENT LLC $190.46M
24082026-07-07 12:12:56BDF GESTION $746.77M
24092026-07-07 11:58:4555 NORTH PRIVATE WEALTH LLC $508.23M
24102026-07-07 11:54:58BYRNE ASSET MANAGEMENT LLC $185.08M
24112026-07-07 11:35:26CLARK ASSET MANAGEMENT LLC $1.27B
24122026-07-07 11:17:40BARON WEALTH MANAGEMENT LLC $385.67M
24132026-07-07 11:10:51WALNUT PRIVATE EQUITY PARTNERS LLC $185.01M
24142026-07-07 10:56:03CONNECTIVE PORTFOLIO MANAGEMENT LLC $60.05M
24152026-07-07 10:44:56TT INTERNATIONAL ASSET MANAGEMENT LTD $783.35M
24162026-07-07 10:35:10MILLS WEALTH ADVISORS LLC $317.56M
24172026-07-07 10:34:22MANITOU INVESTMENT MANAGEMENT LTD $537.92M
24182026-07-07 10:28:22ORSER CAPITAL MANAGEMENT LLC $201.54M
24192026-07-07 10:21:39RED SPRUCE CAPITAL LLC $286.78M
24202026-07-07 10:16:41ARMSTRONG HENRY H ASSOCIATES INC $1.03B
24212026-07-07 10:13:29PRODIGY ASSET MANAGEMENT LLC $332.06M
24222026-07-07 10:08:08ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $187.54M
24232026-07-07 10:08:01WESTMOUNT PARTNERS LLC $457.09M
24242026-07-07 10:00:30BALLEW ADVISORS INC $193.52M
24252026-07-07 09:55:28RETIREMENT WEALTH SOLUTIONS LLC $181.50M
24262026-07-07 09:43:51CONGRESS ASSET MANAGEMENT CO MA $16.25B
24272026-07-07 09:42:40SIGFIG WEALTH MANAGEMENT LLC $3.77B
24282026-07-07 09:37:06LAKE HILLS WEALTH MANAGEMENT LLC $220.04M
24292026-07-07 09:34:13SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $261.09M
24302026-07-07 09:25:04HILEY HUNT WEALTH MANAGEMENT $253.06M
24312026-07-07 09:12:43HOWARD FINANCIAL SERVICES LTD $1.00B
24322026-07-07 08:08:17FIRST FINANCIAL CORP IN $289.03M
24332026-07-06 21:52:32CITY CENTER ADVISORS LLC $123.49M
24342026-07-06 21:45:22MOULTON WEALTH MANAGEMENT INC $152.10M
24352026-07-06 21:39:18PAUL R RIED FINANCIAL GROUP LLC $228.92M
24362026-07-06 21:09:07JBGLOBALCOM LLC $114.34M
24372026-07-06 19:00:39COOPER INVESTORS PTY LTD $217.83M
24382026-07-06 18:25:08SILCHESTER INTERNATIONAL INVESTORS LLP $62.04M
24392026-07-06 17:39:53KOPION ASSET MANAGEMENT LLC $158.21M
24402026-07-06 17:39:15CENTURYLINK INVESTMENT MANAGEMENT CO $129.00M
24412026-07-06 17:05:52ST CLAIR ADVISORS LLC $388.70M
24422026-07-06 17:05:51PATHWAY FINANCIAL ADVISORS LLC $857.31M
24432026-07-06 17:00:12ANDERSON HOAGLAND CO $1.28B
24442026-07-06 16:49:07TETRAD CORP $1.05B
24452026-07-06 16:12:37BOSTON STANDARD WEALTH MANAGEMENT LLC $6.89B
24462026-07-06 16:00:24EMINENCE CAPITAL LLC $0.00
24472026-07-06 15:55:16SOMNIO FINANCIAL GROUP LLC $168.79M
24482026-07-06 15:46:24LEGACY SOLUTIONS LLC $123.58M
24492026-07-06 15:42:48RIDGELINE WEALTH LLC $170.95M
24502026-07-06 15:40:23TRINITY FINANCIAL ADVISORS LLC $389.08M
24512026-07-06 15:40:00GARRETT INVESTMENT ADVISORS LLC $1.37B
24522026-07-06 15:33:03PPS&V ASSET MANAGEMENT CONSULTANTS INC $185.30M
24532026-07-06 15:18:17CORECAP ADVISORS LLC $3.39B
24542026-07-06 15:13:27PACIFIC EXCEL WEALTH ADVISORS INC $258.42M
24552026-07-06 15:07:42TTRF CAPITAL LTD $151.66K
24562026-07-06 14:56:51LONGVIEW FINANCIAL ADVISORS INC $170.98M
24572026-07-06 14:55:36DOGWOOD WEALTH MANAGEMENT LLC $253.76M
24582026-07-06 14:14:58RDA FINANCIAL NETWORK $458.76M
24592026-07-06 13:52:35VIGILARE WEALTH MANAGEMENT $326.23M
24602026-07-06 13:50:52STONEBRIDGE FINANCIAL GROUP LLC $1.32B
24612026-07-06 13:40:34BULWARK CAPITAL CORP $177.69M
24622026-07-06 13:36:03PRIVATE CLIENT SERVICES LLC $381.40M
24632026-07-06 13:35:18BRANDYWINE FINANCIAL GROUP $8.39M
24642026-07-06 13:21:52MEADOWBROOK WEALTH MANAGEMENT LLC $92.86M
24652026-07-06 13:07:01OLD REPUBLIC INTERNATIONAL CORP $2.67M
24662026-07-06 12:42:58SOMERSET TRUST CO $353.58M
24672026-07-06 12:38:13ACASTA PARTNERS UK LLP $189.49M
24682026-07-06 12:25:17STABLEFORD CAPITAL II LLC $288.65M
24692026-07-06 12:00:25MJT & ASSOCIATES FINANCIAL ADVISORY GROUP INC $151.20M
24702026-07-06 11:54:25SINCERUS ADVISORY LLC $147.25M
24712026-07-06 11:25:25MTCO LTD $265.39M
24722026-07-06 10:51:50BANGOR SAVINGS BANK $1.36B
24732026-07-06 10:47:13HOBART PRIVATE CAPITAL LLC $582.88M
24742026-07-06 10:16:38NEVILLE RODIE SHAW INC $1.55M
24752026-07-06 10:06:56JVL ASSOCIATES LLC $352.46M
24762026-07-06 09:21:35ACIMA PRIVATE WEALTH LLC $344.35M
24772026-07-06 09:09:14GENERAL PARTNER INC $185.88M
24782026-07-02 18:36:59BOLTWOOD CAPITAL MANAGEMENT $436.41M
24792026-07-02 18:22:26TRILOGY CAPITAL INC $2.58B
24802026-07-02 17:03:48BURKETT FINANCIAL SERVICES LLC $319.58M
24812026-07-02 14:41:13GPWM LLC $191.34M
24822026-07-02 14:37:27CEDAR MOUNTAIN ADVISORS LLC $580.73M
24832026-07-02 14:34:41COLLECTIVE FAMILY OFFICE LLC $489.05M
24842026-07-02 14:32:14KERR FINANCIAL PLANNING CORP $89.63M
24852026-07-02 14:24:04VERSANT CAPITAL MANAGEMENT INC $1.12B
24862026-07-02 13:54:37DIESSLIN GROUP INC $259.23M
24872026-07-02 13:04:49SARVER VROOMAN WEALTH ADVISORS $167.77M
24882026-07-02 12:41:00FRISCO FINANCIAL PLANNING LLC $132.69M
24892026-07-02 12:25:18ASSET MANAGEMENT ADVISORS LLC $180.81M
24902026-07-02 12:06:18MASSMUTUAL TRUST CO FSB ADV $3.87B
24912026-07-02 11:05:23ELEVA CAPITAL SAS $86.00M
24922026-07-02 11:01:38BOX HILL PRIVATE WEALTH LLC $124.66M
24932026-07-02 10:50:56KOZAK AND ASSOCIATES INC $576.14M
24942026-07-02 10:37:46GLADWYN FINANCIAL ADVISORS INC $159.90M
24952026-07-02 10:29:05SILVERLEAFE CAPITAL PARTNERS LLC $366.78M
24962026-07-02 09:48:55ROBERT B DAUGHERTY FOUNDATION $144.40M
24972026-07-02 09:28:28FIRST COUNTY BANK CT $212.52M
24982026-07-02 07:24:18BANK OF FINLAND $1.54B
24992026-07-01 20:09:25STAIRWAY PARTNERS LLC $2.12B
25002026-07-01 18:29:25HILLTOP NATIONAL BANK $468.36M
25012026-07-01 17:46:28CX INSTITUTIONAL $3.46M
25022026-07-01 17:34:27SWP INVESTMENT MANAGEMENT LLC $144.78M
25032026-07-01 16:49:59PVG ASSET MANAGEMENT CORP $173.21M
25042026-07-01 16:33:28PARTNERRE ASSET MANAGEMENT CORP $141.50M
25052026-07-01 15:48:45NOBLE WEALTH MANAGEMENT PBC $223.44M
25062026-07-01 15:31:30CONFLUENCE INVESTMENT MANAGEMENT LLC $6.40B
25072026-07-01 14:57:39TRUST CO OF THE SOUTH $710.18M
25082026-07-01 14:48:55ROXBURY FINANCIAL LLC $126.47M
25092026-07-01 13:42:02BEACON WEALTHCARE LLC $312.09M
25102026-07-01 12:49:57CACTI ASSET MANAGEMENT LLC $1.99B
25112026-07-01 12:24:25EASTERN BANK $6.53B
25122026-07-01 11:28:29MILLER GLOBAL INVESTMENTS LLC $120.72M
25132026-07-01 11:24:34FIRST FINANCIAL BANK N A TRUST DIVISION $1.40B
25142026-07-01 11:05:53ADELPHI TRUST CO $150.66M
25152026-07-01 10:37:54MICHAEL S RYAN INC $200.35M
25162026-07-01 10:06:47BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $131.51M
25172026-07-01 09:04:58SAMSON ROCK CAPITAL LLP $45.55M
25182026-07-01 08:34:15GP BRINSON INVESTMENTS LLC $244.93M
25192026-07-01 07:56:09GLOBAL WEALTH STRATEGIES & ASSOCIATES $527.58M
25202026-07-01 07:39:41PENSIONFUND SABIC $93.52K
25212026-07-01 07:27:36PENSIONFUND DSM NETHERLANDS $194.36K
Disclaimer
The information contained herein are intended for illustrative and informational purpose only.
Key Terms
HedgeMind 1000
HedgeMind 1000 (HM 1000) consists of 1000+ hedge funds that are handpicked from 7,000+ institutional investors who are actively filling Form 13F with SEC. These hedge funds employ one or more hedge fund investment strategies as defined by Hedge Fund Research. HedgeMind 1000 hedge funds include some of the most successful and largest hedge funds in the world as well as many newly launched emerging hedge funds we have continuously discovered.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
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