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13F Filings
Monitor 13F Filings in Real Time
 
Inst Investors
Hedge Funds
# of Filings 725 10
% of Exp. Filings 10% 1%
Total Stock Value $406.3B $7.5B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
 2024-06-30
 2024-03-31
Filing Quarter
2024-06-30
Filing Starts
2024-07-01
Filing Ends
2024-08-14
Last Update
2024-07-16 12:30:01
Institutional Investors
HedgeMind 1000
726Filing AcceptedFilerTotal Reported Value  
12024-07-16 12:14:47COVEA FINANCE $2.18B
22024-07-16 12:09:53DOCK STREET ASSET MANAGEMENT INC $714.99M
32024-07-16 11:56:37MUSTARD SEED FINANCIAL LLC $104.50M
42024-07-16 11:55:29SHORE POINT ADVISORS LLC $176.10M
52024-07-16 11:49:00CENTERSTAR ASSET MANAGEMENT LLC $358.28M
62024-07-16 11:44:43WEALTHBRIDGE INVESTMENT COUNSEL INC $261.42K
72024-07-16 11:39:22VIKING FUND MANAGEMENT LLC $558.50M
82024-07-16 11:36:21GRANDVIEW ASSET MANAGEMENT LLC $170.85K
92024-07-16 11:31:25ACROPOLIS INVESTMENT MANAGEMENT LLC $1.58B
102024-07-16 11:23:35ULLAND INVESTMENT ADVISORS LLC $143.86K
112024-07-16 11:22:12CAPSTONE CAPITAL WEALTH ADVISORS $111.88M
122024-07-16 11:20:46PARUS FINANCE UK LTD $345.79M
132024-07-16 11:13:19FUTURE FINANCIAL WEALTH MANAGMENT LLC $113.76M
142024-07-16 11:11:24SAGEWORTH TRUST CO $1.59B
152024-07-16 11:05:47TOTH FINANCIAL ADVISORY CORP $786.79M
162024-07-16 11:05:42SAGEWORTH TRUST CO OF SOUTH DAKOTA $68.08M
172024-07-16 11:05:23INDEPENDENT INVESTORS INC $455.67M
182024-07-16 11:02:18LIVE OAK INVESTMENT PARTNERS $120.80M
192024-07-16 10:58:03MOUNTAIN CAPITAL INVESTMENT ADVISORS INC $402.99M
202024-07-16 10:55:19FRIEDENTHAL FINANCIAL $160.39M
212024-07-16 10:53:42COX CAPITAL CO LLC $165.47M
222024-07-16 10:51:03BURKE HERBERT BANK TRUST CO $411.40M
232024-07-16 10:46:13KURE ADVISORY LLC $121.83M
242024-07-16 10:32:46HART & PATTERSON FINANCIAL GROUP LLC $201.90M
252024-07-16 10:30:05TRAVEKA WEALTH LLC $204.87M
262024-07-16 10:25:24MAIA WEALTH LLC $332.21M
272024-07-16 10:21:25BANK PICTET CIE ASIA LTD $1.57B
282024-07-16 10:17:57MEYER HANDELMAN CO $2.44B
292024-07-16 10:16:04FOGUTH WEALTH MANAGEMENT LLC $226.84M
302024-07-16 10:12:55AMELIORA WEALTH MANAGEMENT LTD $220.31M
312024-07-16 10:12:13LAUER WEALTH LLC $126.88M
322024-07-16 10:05:31MASON & ASSOCIATES LLC $304.59M
332024-07-16 09:57:03WEALTH ENHANCEMENT ADVISORY SERVICES LLC $42.10B
342024-07-16 09:56:19WJ INTERESTS LLC $200.81M
352024-07-16 09:54:12NORTHCREST ASSET MANANGEMENT LLC $3.02B
362024-07-16 09:46:07FCG INVESTMENT CO $131.86M
372024-07-16 09:42:50ANDINA CAPITAL MANAGEMENT LLC $133.07M
382024-07-16 09:40:33AA FINANCIAL ADVISORS LLC $283.66M
392024-07-16 09:39:43IPSWICH INVESTMENT MANAGEMENT CO INC $427.23M
402024-07-16 09:35:54DAKOTA COMMUNITY BANK & TRUST NA $18.59M
412024-07-16 09:34:36SMITH HOWARD WEALTH MANAGEMENT LLC $336.70M
422024-07-16 09:33:46DIVERSIFIED TRUST CO $3.54B
432024-07-16 09:32:12APEIRON RIA LLC $326.46M
442024-07-16 09:23:45BCS WEALTH MANAGEMENT $205.55K
452024-07-16 09:19:45MOULTON WEALTH MANAGEMENT INC $110.33M
462024-07-16 09:14:55ALBERT D MASON INC $147.96M
472024-07-16 08:57:24SJS INVESTMENT CONSULTING INC $516.27M
482024-07-16 08:42:01BORDER TO COAST PENSIONS PARTNERSHIP LTD $4.24M
492024-07-16 08:41:35MAJ INVEST HOLDING A S $3.60M
502024-07-16 08:39:02JAMES HAMBRO PARTNERS $2.15B
512024-07-16 07:59:42NOBLE FAMILY WEALTH LLC $347.39M
522024-07-16 06:26:01M&G PLC $25.35B
532024-07-15 19:31:08INDEPENDENCE ASSET ADVISORS LLC $4.17M
542024-07-15 19:19:52KENNICOTT CAPITAL MANAGEMENT LLC $240.47M
552024-07-15 19:10:31EWG ELEVATE INC $273.72M
562024-07-15 18:41:17AGATE PASS INVESTMENT MANAGEMENT LLC $187.99M
572024-07-15 18:33:56GEMMER ASSET MANAGEMENT LLC $934.53M
582024-07-15 18:15:52SILVIA MCCOLL WEALTH MANAGEMENT LLC $120.88M
592024-07-15 17:53:57BBJS FINANCIAL ADVISORS LLC $268.21M
602024-07-15 17:24:47PEOPLES BANK KS $128.17M
612024-07-15 17:07:06STERLING FINANCIAL GROUP INC $220.31M
622024-07-15 16:58:11STORDAHL CAPITAL MANAGEMENT INC $399.64M
632024-07-15 16:55:22AHL INVESTMENT MANAGEMENT INC $136.36M
642024-07-15 16:49:58S R SCHILL ASSOCIATES $228.31M
652024-07-15 16:44:55ANDREW HILL INVESTMENT ADVISORS INC $120.69M
662024-07-15 16:33:57FIFTH THIRD SECURITIES INC $1.08B
672024-07-15 16:33:46LIONSBRIDGE WEALTH MANAGEMENT LLC $124.84M
682024-07-15 16:33:24MATRIX ASSET ADVISORS INC NY $837.46M
692024-07-15 16:31:15AMERICAN ASSET MANAGEMENT INC $84.28M
702024-07-15 16:30:09COHEN KLINGENSTEIN LLC $2.76B
712024-07-15 16:29:20ASPIRIANT LLC $2.45B
722024-07-15 16:28:54NORTHEAST FINANCIAL GROUP INC $233.57M
732024-07-15 16:23:16BALLAST INC $324.88M
742024-07-15 16:21:36WALKER FINANCIAL SERVICES INC $127.91M
752024-07-15 16:18:01PARK NATIONAL CORP OH $2.71B
762024-07-15 16:16:46D SCOTT NEAL INC $179.65M
772024-07-15 16:12:42ASSET MANAGEMENT ADVISORS LLC $130.97M
782024-07-15 16:07:40ASPIRE PRIVATE CAPITAL LLC $388.23M
792024-07-15 16:05:50PATRIOT INVESTMENT MANAGEMENT INC $1.28B
802024-07-15 15:58:50PACHIRA INVESTMENTS INC $112.82M
812024-07-15 15:53:28BRAVE ASSET MANAGEMENT INC $392.56M
822024-07-15 15:50:39RFG HOLDINGS INC $262.85M
832024-07-15 15:42:30OCCIDENTAL ASSET MANAGEMENT LLC $569.83M
842024-07-15 15:39:40GIBSON CAPITAL LLC $452.86M
852024-07-15 15:32:54D B ROOT COMPANY LLC $293.10M
862024-07-15 15:32:10FINANCIAL PARTNERS GROUP LLC $257.60M
872024-07-15 15:32:01CROWN OAK ADVISORS LLC $176.96M
882024-07-15 15:31:52SIGNATURE WEALTH MANAGEMENT PARTNERS LLC $131.55M
892024-07-15 15:27:52EMERALD ADVISORS LLC $658.56M
902024-07-15 15:26:50TERRA NOVA ASSET MANAGEMENT LLC $126.75M
912024-07-15 15:26:20SEQUOIA FINANCIAL ADVISORS LLC $8.30B
922024-07-15 15:24:46WERLINICH ASSET MANAGEMENT LLC $160.69M
932024-07-15 15:24:23TRINITY WEALTH MANAGEMENT LLC $200.48M
942024-07-15 15:24:00ALPHA CUBED INVESTMENTS LLC $2.10B
952024-07-15 15:23:47SIGNATURE WEALTH MANAGEMENT GROUP $228.34K
962024-07-15 15:23:37ADVISOR RESOURCE COUNCIL $54.70M
972024-07-15 15:23:12PCG WEALTH ADVISORS LLC $229.88M
982024-07-15 15:21:51LVW ADVISORS LLC $684.05M
992024-07-15 15:21:19STRONG TOWER ADVISORY SERVICES $304.71M
1002024-07-15 15:19:35NEPSIS CAPITAL MANAGEMENT INC $370.93M
1012024-07-15 15:18:51PAVION BLUE CAPITAL LLC $203.10M
1022024-07-15 15:18:05WALTER KEENAN FINANCIAL CONSULTING CO MI ADV $314.09M
1032024-07-15 15:17:08FINANCIAL DESIGNS CORP $145.50M
1042024-07-15 15:14:12GUARDIAN ASSET ADVISORS LLC $136.15M
1052024-07-15 15:13:38CAAS CAPITAL MANAGEMENT LP $310.15M
1062024-07-15 15:13:13CHATHAM CAPITAL GROUP INC $572.88M
1072024-07-15 15:12:41STERLING GROUP WEALTH MANAGEMENT LLC $174.20M
1082024-07-15 15:11:55FLC CAPITAL ADVISORS $406.46M
1092024-07-15 15:11:17DILIGENT INVESTORS LLC $403.77M
1102024-07-15 15:10:36MORGANROSEL WEALTH MANAGEMENT LLC $283.18M
1112024-07-15 15:10:10QUANTUM FINANCIAL ADVISORS LLC $569.50M
1122024-07-15 15:09:02DYNAMIC ADVISORS SOLUTIONS LLC $3.18B
1132024-07-15 15:08:20GUARDIAN FINANCIAL PARTNERS LLC $150.74M
1142024-07-15 15:07:36CARNICK KUBIK GROUP LLC $1.33B
1152024-07-15 15:04:19PINNACLE BANK $338.67M
1162024-07-15 14:53:20VOISARD ASSET MANAGEMENT GROUP INC $204.55M
1172024-07-15 14:52:41ASHFORD ADVISORS LLC $407.48M
1182024-07-15 14:51:36WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC $518.31M
1192024-07-15 14:47:39BANGOR SAVINGS BANK $999.52M
1202024-07-15 14:43:03FIRST COMMUNITY TRUST NA $116.94M
1212024-07-15 14:41:37SEARCY FINANCIAL SERVICES INC ADV $200.42M
1222024-07-15 14:41:20BUCKINGHAM CAPITAL MANAGEMENT INC $835.78M
1232024-07-15 14:37:37SNOWHOOK CAPITAL MANAGEMENT LP $0.00
1242024-07-15 14:33:56MARTIN CAPITAL PARTNERS LLC $247.58K
1252024-07-15 14:33:33COOPER FINANCIAL GROUP $680.18M
1262024-07-15 14:29:39TREVIAN WEALTH MANAGEMENT LLC $20.08K
1272024-07-15 14:26:26FLOWER CITY CAPITAL $154.91M
1282024-07-15 14:24:48TRUST CO $774.49M
1292024-07-15 14:22:16BAXTER BROS INC $763.99M
1302024-07-15 14:17:50FARROW FINANCIAL INC $146.70M
1312024-07-15 14:09:12INTERGY PRIVATE WEALTH LLC $242.46M
1322024-07-15 14:05:05ALHAMBRA INVESTMENT PARTNERS LLC $182.55M
1332024-07-15 14:05:03JFS WEALTH ADVISORS LLC $1.27B
1342024-07-15 13:57:55WEST FINANCIAL ADVISORS LLC $481.62M
1352024-07-15 13:57:47ORCAM FINANCIAL GROUP $93.21M
1362024-07-15 13:56:21NORTHWEST INVESTMENT COUNSELORS LLC $399.44M
1372024-07-15 13:55:43GRANITE BAY WEALTH MANAGEMENT LLC $9.92M
1382024-07-15 13:54:40NEWMAN DIGNAN SHEERAR INC $387.75M
1392024-07-15 13:34:54IRONWOOD WEALTH MANAGEMENT INC $197.60M
1402024-07-15 13:33:49INSIGHT ADVISORS LLC PA $553.65M
1412024-07-15 13:25:42PFG PRIVATE WEALTH MANAGEMENT LLC $164.91M
1422024-07-15 13:16:14DELTA FINANCIAL GROUP INC $238.44K
1432024-07-15 13:07:18ETF PORTFOLIO PARTNERS INC $319.50M
1442024-07-15 13:04:54BRIDGE CREEK CAPITAL MANAGEMENT LLC $310.54M
1452024-07-15 13:01:17VIGILARE WEALTH MANAGEMENT $226.29M
1462024-07-15 12:56:53FULCRUM ASSET MANAGEMENT LLP $32.13M
1472024-07-15 12:54:47BRENDEL FINANCIAL ADVISORS LLC $157.26K
1482024-07-15 12:50:39IMC CHICAGO LLC $164.04B
1492024-07-15 12:14:15ASPECT PARTNERS LLC $168.02M
1502024-07-15 11:47:01WASHINGTON TRUST CO $2.73B
1512024-07-15 11:27:40LBJ FAMILY WEALTH ADVISORS LTD $159.15K
1522024-07-15 11:27:10JBR CO FINANCIAL MANAGEMENT INC $142.38M
1532024-07-15 11:11:26ROMAN BUTLER FULLERTON CO $309.19M
1542024-07-15 11:06:47WEDMONT PRIVATE CAPITAL $1.59B
1552024-07-15 10:59:37GREENHAVEN ASSOCIATES INC $7.61B
1562024-07-15 10:50:16LEVERTY FINANCIAL GROUP LLC $169.02M
1572024-07-15 10:48:38INTRACK INVESTMENT MANAGEMENT INC $140.56M
1582024-07-15 10:44:51COASTLINE TRUST CO $854.11M
1592024-07-15 10:39:37AURORA INVESTMENT MANAGERS LLC $139.48K
1602024-07-15 10:36:30CEDAR BROOK FINANCIAL PARTNERS LLC $13.29K
1612024-07-15 10:25:07PRESILIUM PRIVATE WEALTH LLC $395.94M
1622024-07-15 10:18:58CRESTMONT PRIVATE WEALTH LLC $207.53M
1632024-07-15 10:05:09ARTEMIS INVESTMENT MANAGEMENT LLP $7.44B
1642024-07-15 09:56:27VERUM PARTNERS LLC $309.72M
1652024-07-15 09:55:39UNIVERSITY OF CHICAGO $129.72M
1662024-07-15 09:54:20UDINE WEALTH MANAGEMENT INC $143.55M
1672024-07-15 09:53:25NEW HAMPSHIRE TRUST $438.34M
1682024-07-15 09:52:32SWP FINANCIAL LLC $151.35M
1692024-07-15 09:50:31SHARP FINANCIAL SERVICES LLC $116.55M
1702024-07-15 09:48:41SAPIENT CAPITAL LLC $4.80B
1712024-07-15 09:46:47PROSPECT FINANCIAL SERVICES LLC $130.02M
1722024-07-15 09:44:51PARISI GRAY WEALTH MANAGEMENT $278.93M
1732024-07-15 09:42:38LPWM LLC $289.59M
1742024-07-15 09:42:17CITADEL INVESTMENT ADVISORY INC $175.89K
1752024-07-15 09:40:49GREENHOUSE WEALTH MANAGEMENT LLC $136.99M
1762024-07-15 09:39:10MELFA WEALTH MANAGEMENT LLC $143.07M
1772024-07-15 09:37:20BRADY FAMILY WEALTH LLC $309.92M
1782024-07-15 09:36:30CHOICE WEALTH ADVISORS LLC $188.53M
1792024-07-15 09:11:37PACKER CO LTD $293.69K
1802024-07-15 09:11:26DNCA FINANCE $1.17B
1812024-07-15 09:01:33ADVANTUS CAPITAL MANAGEMENT INC $3.43B
1822024-07-15 08:46:59COASTAL INVESTMENT ADVISORS INC $510.71M
1832024-07-15 08:35:35RFG ADVISORY GROUP LLC $3.07B
1842024-07-15 08:29:41LEXAURUM ADVISORS LLC $409.77M
1852024-07-15 08:28:34FINANCIAL ADVISORS LLC $488.97M
1862024-07-15 08:23:49PHYSICIAN WEALTH SOLUTIONS INC $140.08M
1872024-07-15 08:23:35SAR WEALTH MANAGEMENT GROUP LLC $142.44M
1882024-07-15 08:21:43STONECREST WEALTH MANAGEMENT INC $131.04M
1892024-07-15 08:18:41STAGE HARBOR FINANCIAL LLC $103.51M
1902024-07-15 08:16:50SOVEREIGN FINANCIAL GROUP INC $401.19M
1912024-07-15 08:14:56SUMMIT INVESTMENT ADVISORY SERVICES LLC $85.05M
1922024-07-15 08:12:56SANDBOX FINANCIAL PARTNERS LLC $260.91M
1932024-07-15 08:11:09SAGE INVESTMENT ADVISERS LLC $88.44M
1942024-07-15 08:08:41SAFIR WEALTH ADVISORS LLC $122.04M
1952024-07-15 07:51:46SMI ADVISORY SERVICES LLC $404.44M
1962024-07-15 07:49:14PALLISER CAPITAL (UK) LTD $99.70M
1972024-07-15 07:46:40CZECH NATIONAL BANK $8.74B
1982024-07-15 06:40:37LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT $1.22B
1992024-07-12 20:24:49MOGY JOEL R INVESTMENT COUNSEL INC $1.58B
2002024-07-12 18:54:37GREENFIELD FTC INC $440.29M
2012024-07-12 17:31:19PERKINS COIE TRUST CO $430.08M
2022024-07-12 17:01:49BRUCE G ALLEN INVESTMENTS LLC $118.94M
2032024-07-12 17:00:35QRG CAPITAL MANAGEMENT INC $8.43B
2042024-07-12 16:40:31CARDINAL CAPITAL MANAGEMENT $593.74M
2052024-07-12 16:38:56SAX WEALTH ADVISORS LLC $1.05B
2062024-07-12 16:32:22CENTRAL VALLEY ADVISORS LLC $234.27M
2072024-07-12 16:29:07TRUE LINK FINANCIAL ADVISORS LLC $1.08B
2082024-07-12 16:25:43EQUITEC PROPRIETARY MARKETS LLC $78.74M
2092024-07-12 16:21:47SENDERO WEALTH MANAGEMENT LLC $594.34M
2102024-07-12 16:09:17OPAL WEALTH ADVISORS LLC $311.40M
2112024-07-12 16:07:27KWMG LLC $927.45M
2122024-07-12 16:04:18ORSER CAPITAL MANAGEMENT LLC $132.96M
2132024-07-12 16:00:22TWELVE POINTS WEALTH MANAGEMENT LLC $284.30M
2142024-07-12 15:50:43HEXAGON CAPITAL PARTNERS LLC $460.39M
2152024-07-12 15:47:17OPTIMUM INVESTMENT ADVISORS $222.84M
2162024-07-12 15:41:06SG AMERICAS SECURITIES LLC $17.16M
2172024-07-12 15:34:39PISCATAQUA SAVINGS BANK $112.57M
2182024-07-12 15:34:33SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $103.19M
2192024-07-12 15:32:05WOLFF WIESE MAGANA LLC $125.80M
2202024-07-12 15:26:54COUNTRY TRUST BANK $3.96B
2212024-07-12 15:25:21CYPRESS WEALTH SERVICES LLC $449.18M
2222024-07-12 15:24:42OLIO FINANCIAL PLANNING $237.12M
2232024-07-12 15:24:01CABOT WEALTH MANAGEMENT INC $762.93M
2242024-07-12 15:23:29EDGE WEALTH MANAGEMENT LLC $474.88M
2252024-07-12 15:22:49MORTON CAPITAL MANAGEMENT LLC CA $421.21M
2262024-07-12 15:22:47GLEASON GROUP INC $492.54M
2272024-07-12 15:21:17FSM WEALTH ADVISORS LLC $298.28M
2282024-07-12 15:20:57HOWARD FINANCIAL SERVICES LTD $610.22M
2292024-07-12 15:20:37CONGRESS PARK CAPITAL LLC $248.99M
2302024-07-12 15:19:32DIVERSIFY ADVISORY SERVICES LLC $1.82B
2312024-07-12 15:19:03COMPTON WEALTH ADVISORY GROUP LLC $375.22M
2322024-07-12 15:18:46PINE HAVEN INVESTMENT COUNSEL INC $116.34M
2332024-07-12 15:18:13CARDINAL POINT CAPITAL MANAGEMENT ULC $574.78M
2342024-07-12 15:16:36HARBOUR CAPITAL ADVISORS LLC $421.51M
2352024-07-12 15:11:43ACTINVER WEALTH MANAGEMENT INC $114.17M
2362024-07-12 15:11:27GATEWAY INVESTMENT ADVISERS LLC $8.84B
2372024-07-12 15:06:58OMEGA FINANCIAL GROUP LLC $247.03M
2382024-07-12 15:06:30COLUMBUS MACRO LLC $258.69M
2392024-07-12 15:05:55MALTIN WEALTH MANAGEMENT INC $186.18M
2402024-07-12 15:05:16LEGACY WEALTH MANAGEMENT INC $1.38B
2412024-07-12 15:03:39FRANCIS FINANCIAL INC $330.39M
2422024-07-12 15:02:46PENNSYLVANIA CAPITAL MANAGEMENT INC ADV $259.90M
2432024-07-12 15:02:21ATLAS PRIVATE WEALTH ADVISORS $615.26M
2442024-07-12 14:59:00COMPASS ION ADVISORS LLC $699.96M
2452024-07-12 14:57:53MUIRFIELD WEALTH ADVISORS LLC $106.54M
2462024-07-12 14:57:18BLUE ZONE WEALTH ADVISORS LLC $289.68M
2472024-07-12 14:56:37UNISON ADVISORS LLC $796.84M
2482024-07-12 14:55:45SITRIN CAPITAL MANAGEMENT LLC $188.16M
2492024-07-12 14:55:17EVANSON ASSET MANAGEMENT LLC $1.36B
2502024-07-12 14:54:15CORNERSTONE WEALTH ADVISORS INC $334.10M
2512024-07-12 14:53:41FERMATA ADVISORS LLC $435.45M
2522024-07-12 14:52:21LPF ADVISORS LLC $108.46M
2532024-07-12 14:52:00GIMBAL FINANCIAL $135.93M
2542024-07-12 14:50:57HARBOR GROUP INC $390.52M
2552024-07-12 14:50:18PEAK FINANCIAL ADVISORS LLC $178.87M
2562024-07-12 14:49:48CURATED WEALTH PARTNERS LLC $716.76M
2572024-07-12 14:47:54OAK ASSET MANAGEMENT LLC $273.12M
2582024-07-12 14:47:02THRIVE WEALTH MANAGEMENT LLC $510.61M
2592024-07-12 14:46:07JACOBS CO CA $954.16K
2602024-07-12 14:46:06WILLIAMS & NOVAK LLC $107.42M
2612024-07-12 14:45:37SCOTT CAPITAL ADVISORS LLC $338.47M
2622024-07-12 14:44:59ALLIED INVESTMENT ADVISORS LLC $426.19M
2632024-07-12 14:44:35CONRAD SIEGEL INVESTMENT ADVISORS INC $344.15M
2642024-07-12 14:43:14HYPERION PARTNERS LLC $140.12M
2652024-07-12 14:42:36BAUGH ASSOCIATES LLC $192.68M
2662024-07-12 14:41:54MITCHELL AND PAHLPRIVATE WEALTH LLC $189.46M
2672024-07-12 14:38:25CARR FINANCIAL GROUP CORP $314.37M
2682024-07-12 14:37:49IGNITE PLANNERS LLC $409.87M
2692024-07-12 14:36:36SUCCESSFUL PORTFOLIOS LLC $143.15M
2702024-07-12 14:36:10SYSTRADE AG $58.44M
2712024-07-12 14:35:39CROCODILE CAPITAL PARTNERS GMBH $62.83M
2722024-07-12 14:34:34SOUND INCOME STRATEGIES LLC $1.60B
2732024-07-12 14:34:09BOND AND DEVICK FINANCIAL NETWORK INC $186.52M
2742024-07-12 14:33:31WEALTH MANAGEMENT PARTNERS LLC $205.64M
2752024-07-12 14:32:56DIVERGENT PLANNING LLC $250.93M
2762024-07-12 14:32:26ALLIANCE WEALTH MANAGEMENT GROUP $350.33M
2772024-07-12 14:31:51JGP WEALTH MANAGEMENT LLC $701.10M
2782024-07-12 14:30:07SCHWAB CHARITABLE FUND $4.26B
2792024-07-12 14:29:20ECLECTIC ASSOCIATES INC ADV $224.91M
2802024-07-12 14:28:48MCNAUGHTON WEALTH MANAGEMENT LLC $188.59M
2812024-07-12 14:27:55TOWERPOINT WEALTH LLC $200.34M
2822024-07-12 14:27:04GAINPLAN LLC $207.03M
2832024-07-12 14:26:56ARMSTRONG ADVISORY GROUP INC $1.13B
2842024-07-12 14:23:42HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $181.13M
2852024-07-12 14:22:27SENTINEL PENSION ADVISORS INC $482.00M
2862024-07-12 14:20:12MKT ADVISORS LLC $201.05M
2872024-07-12 14:18:48FINANCIAL MANAGEMENT PROFESSIONALS INC $728.58K
2882024-07-12 14:18:20HENRY JAMES INTERNATIONAL MANAGEMENT INC $282.50M
2892024-07-12 14:16:25MELONE PRIVATE WEALTH LLC $168.77M
2902024-07-12 14:14:51BOUVEL INVESTMENT PARTNERS LLC $258.51M
2912024-07-12 14:14:39POINTE CAPITAL MANAGEMENT LLC $161.16M
2922024-07-12 14:14:25CRANE ADVISORY LLC $518.56M
2932024-07-12 14:13:52OAK HILL WEALTH ADVISORS LLC $329.92M
2942024-07-12 14:12:55QUAD CITIES INVESTMENT GROUP LLC $180.80M
2952024-07-12 14:12:11SUNBURST FINANCIAL GROUP LLC $368.65M
2962024-07-12 14:11:33PIONEER WEALTH MANAGEMENT GROUP $188.27M
2972024-07-12 14:11:05NORTHWEST QUADRANT WEALTH MANAGEMENT LLC $406.28M
2982024-07-12 14:10:35SHERRILL & HUTCHINS FINANCIAL ADVISORY INC $110.83M
2992024-07-12 14:10:12MIRADOR CAPITAL PARTNERS LP $531.63M
3002024-07-12 14:09:33HURLOW WEALTH MANAGEMENT GROUP INC $291.32M
3012024-07-12 14:08:55STONY POINT WEALTH MANAGEMENT INC $230.51M
3022024-07-12 14:08:23RPOA ADVISORS INC $3.53B
3032024-07-12 14:07:51SPECTRUM ASSET MANAGEMENT INC NB CA $216.21M
3042024-07-12 14:07:32RETIREMENT PLANNING GROUP $1.57B
3052024-07-12 14:06:56KRAEMATON INVESTMENT ADVISORS INC $98.44M
3062024-07-12 14:06:54MECHANICS BANK TRUST DEPARTMENT $698.97M
3072024-07-12 14:06:17BILTMORE WEALTH MANAGEMENT LLC $230.82M
3082024-07-12 14:05:49GSG ADVISORS LLC $283.14M
3092024-07-12 14:05:17MJP ASSOCIATES INC ADV $480.80M
3102024-07-12 14:04:50IAM ADVISORY LLC $368.92M
3112024-07-12 14:03:36AUSTIN PRIVATE WEALTH LLC $930.45M
3122024-07-12 14:02:53KEYSTONE WEALTH SERVICES LLC $321.38M
3132024-07-12 14:02:50HFG ADVISORS INC $107.11M
3142024-07-12 14:02:04CAPITAL CS GROUP LLC $89.71M
3152024-07-12 14:01:15INTEGRYS WEALTH ADVISORS LLC $653.72M
3162024-07-12 14:00:51HUMMER FINANCIAL ADVISORY SERVICES INC $115.71M
3172024-07-12 14:00:51FORTHRIGHT WEALTH MANAGEMENT LLC $278.23M
3182024-07-12 14:00:11ELDRED ROCK PARTNERS LLC $239.30M
3192024-07-12 13:59:49INTEGRATED CAPITAL MANAGEMENT INC $125.32M
3202024-07-12 13:59:21BEECH HILL ADVISORS INC $242.33M
3212024-07-12 13:58:53TLWM $464.63M
3222024-07-12 13:58:33FIRST NATIONAL CORP MA ADV $419.86M
3232024-07-12 13:58:03TUTTLE TACTICAL MANAGEMENT LLC $16.62M
3242024-07-12 13:57:35PROFIT INVESTMENT MANAGEMENT LLC $159.79M
3252024-07-12 13:57:06GILMAN HILL ASSET MANAGEMENT LLC $552.50M
3262024-07-12 13:56:42ANNEX ADVISORY SERVICES LLC $2.84B
3272024-07-12 13:56:11SANDERS MORRIS HARRIS INC $609.04M
3282024-07-12 13:54:26LION STREET ADVISORS LLC $270.17M
3292024-07-12 13:54:18EHRLICH FINANCIAL GROUP $126.69M
3302024-07-12 13:51:33APPLIED CAPITAL LLC FL $114.50M
3312024-07-12 13:47:39KOSHINSKI ASSET MANAGEMENT INC $1.08B
3322024-07-12 13:46:03WELA STRATEGIES LLC $214.66M
3332024-07-12 13:43:32USA FINANCIAL PORTFORMULAS CORP $616.74M
3342024-07-12 13:42:35EAGLE ROCK INVESTMENT COMPANY LLC $552.77M
3352024-07-12 13:36:48IMZ ADVISORY INC $200.37M
3362024-07-12 13:36:27BROWN MILLER WEALTH MANAGEMENT LLC $240.71K
3372024-07-12 13:36:24CASTLE ROCK WEALTH MANAGEMENT LLC $400.47M
3382024-07-12 13:34:15MONTGOMERY INVESTMENT MANAGEMENT INC $252.74M
3392024-07-12 13:31:32RELATIVE VALUE PARTNERS GROUP LLC $1.76B
3402024-07-12 13:23:50PARAGON CAPITAL MANAGEMENT LTD $544.78M
3412024-07-12 13:22:30COLUMBIA ADVISORY PARTNERS LLC $102.46M
3422024-07-12 13:12:40WEAVER CONSULTING GROUP $286.58M
3432024-07-12 13:06:43MARSHALL SULLIVAN INC WA $200.18M
3442024-07-12 13:04:12COREPATH WEALTH PARTNERS LLC $94.80M
3452024-07-12 13:01:19WEBSTER BANK N A $912.23M
3462024-07-12 13:00:04CONSTITUTION CAPITAL LLC $189.52M
3472024-07-12 12:59:20CAPRICORN FUND MANAGERS LTD $141.82M
3482024-07-12 12:56:16LEGACY PRIVATE TRUST CO $1.41B
3492024-07-12 12:55:26LAKE STREET FINANCIAL LLC $772.40M
3502024-07-12 12:53:16CONSILIO WEALTH ADVISORS LLC $222.95M
3512024-07-12 12:51:26EXETER FINANCIAL LLC $209.67M
3522024-07-12 12:45:44CIC WEALTH LLC $363.32M
3532024-07-12 12:40:48CHEMISTRY WEALTH MANAGEMENT LLC $387.16M
3542024-07-12 12:37:34BOUCHEY FINANCIAL GROUP LTD $1.05B
3552024-07-12 12:35:07ADAMSBROWN WEALTH CONSULTANTS LLC $256.90M
3562024-07-12 12:29:26SILVER OAK SECURITIES INC $667.00M
3572024-07-12 12:26:34626 FINANCIAL LLC $173.03M
3582024-07-12 12:13:20BARTLETT & CO WEALTH MANAGEMENT LLC $6.59B
3592024-07-12 12:00:06SINGLE POINT PARTNERS LLC $58.41K
3602024-07-12 11:52:11KOPION ASSET MANAGEMENT LLC $140.90M
3612024-07-12 11:44:52NALANDA INDIA FUND LTD $197.65M
3622024-07-12 11:43:54NALANDA INDIA EQUITY FUND LTD $514.95M
3632024-07-12 11:39:28SAN LUIS WEALTH ADVISORS LLC $416.33K
3642024-07-12 11:39:13CORRIGAN FINANCIAL INC $391.82M
3652024-07-12 11:37:12BOSS RETIREMENT ADVISORS LLC $391.03M
3662024-07-12 11:16:47RADNOR CAPITAL MANAGEMENT LLC $327.95K
3672024-07-12 11:13:18DOLIVER CAPITAL ADVISORS INC $358.28M
3682024-07-12 10:51:56AVONDALE WEALTH MANAGEMENT $146.34M
3692024-07-12 10:48:42TRUXT INVESTMENTOS LTDA $158.09M
3702024-07-12 10:41:42BATH SAVINGS TRUST CO $940.28M
3712024-07-12 10:36:15ROSALIND ADVISORS INC $129.95M
3722024-07-12 10:29:23REBALANCE LLC $1.24B
3732024-07-12 10:22:51WEBSTERROGERS FINANCIAL ADVISORS LLC $280.74M
3742024-07-12 10:11:34CITY HOLDING CO $676.48M
3752024-07-12 10:02:27ACCEL WEALTH MANAGEMENT $249.86M
3762024-07-12 10:00:29BALDWIN BROTHERS INC MA $1.28B
3772024-07-12 09:56:43NORWAY SAVINGS BANK $175.43M
3782024-07-12 09:50:26A D BEADELL INVESTMENT COUNSEL INC $119.56K
3792024-07-12 09:47:08SONORA INVESTMENT MANAGEMENT GROUP LLC $1.28B
3802024-07-12 09:45:08GENESIS INVESTMENT MANAGEMENT LLP $508.66M
3812024-07-12 09:41:19CAROLINA WEALTH ADVISORS LLC $203.89M
3822024-07-12 09:16:05ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $116.30M
3832024-07-12 09:08:11SOUTHLAND EQUITY PARTNERS LLC $350.24M
3842024-07-12 09:06:53CAPITAL INVESTMENT ADVISORS LLC $4.42B
3852024-07-12 09:04:29QUADRATIC CAPITAL MANAGEMENT LLC $546.49M
3862024-07-12 08:55:45REGISTER FINANCIAL ADVISORS LLC $197.87M
3872024-07-12 08:55:11WALKER ASSET MANAGEMENT LLC $148.54M
3882024-07-12 08:30:25BERKSHIRE BANK $397.82M
3892024-07-12 07:29:22ORRSTOWN FINANCIAL SERVICES INC $189.41M
3902024-07-12 06:44:46LGT CAPITAL PARTNERS LTD $2.93B
3912024-07-12 06:43:51E FUND MANAGEMENT (HONG KONG) CO LTD $163.18M
3922024-07-12 06:18:35GUOLINE ADVISORY PTE LTD $937.29M
3932024-07-11 20:45:34CLIFTONLARSONALLEN WEALTH ADVISORS LLC $4.66B
3942024-07-11 20:42:29SHIRA RIDGE WEALTH MANAGEMENT $179.49M
3952024-07-11 19:58:28ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC $559.22M
3962024-07-11 19:42:02SPRING CAPITAL MANAGEMENT LLC $126.73M
3972024-07-11 19:33:56CAPITAL ADVANTAGE INC $487.87M
3982024-07-11 19:26:23DHJJ FINANCIAL ADVISORS LTD $236.79M
3992024-07-11 19:10:54CAPITAL PLANNING LLC $333.79M
4002024-07-11 18:54:43CRA FINANCIAL SERVICES LLC $495.55M
4012024-07-11 18:42:08DIXON MITCHELL INVESTMENT COUNSEL INC $1.99B
4022024-07-11 18:29:42R H DINEL INVESTMENT COUNSEL INC $156.23M
4032024-07-11 17:53:04MCLEAN ASSET MANAGEMENT CORP $309.19M
4042024-07-11 17:49:31PALO DS MANAGER LLC $194.20M
4052024-07-11 17:21:37MENDOTA FINANCIAL GROUP LLC $186.55M
4062024-07-11 17:20:10CAMBRIDGE ADVISORS INC $430.37M
4072024-07-11 16:56:39LEGAL ADVANTAGE INVESTMENTS INC $173.58M
4082024-07-11 16:50:19JAMISON PRIVATE WEALTH MANAGEMENT INC $601.80M
4092024-07-11 16:50:02PRENTICE WEALTH MANAGEMENT LLC $306.47M
4102024-07-11 16:49:19GAVEKAL CAPITAL LLC $42.15M
4112024-07-11 16:43:18CHERRYDALE WEALTH MANAGEMENT LLC $228.06M
4122024-07-11 16:34:09KAYDAN WEALTH MANAGEMENT INC $282.18M
4132024-07-11 16:31:36ZEIT CAPITAL LLC $123.15M
4142024-07-11 16:29:37DOUGHERTY WEALTH ADVISERS LLC $114.43M
4152024-07-11 16:27:33CARLSON CAPITAL MANAGEMENT $2.12B
4162024-07-11 16:15:06INDUSTRY VENTURES L L C $64.90M
4172024-07-11 16:12:25ELLENBECKER INVESTMENT GROUP $496.90M
4182024-07-11 16:08:32BUFFINGTON MOHR MCNEAL $570.18M
4192024-07-11 16:01:09PACIFICA PARTNERS INC $232.96M
4202024-07-11 15:59:32FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES $414.66M
4212024-07-11 15:39:41STRATEGIC ADVISORS LLC $515.37M
4222024-07-11 15:32:41WORTH ASSET MANAGEMENT LLC $168.35M
4232024-07-11 15:16:37JAPAN POST HOLDINGS CO LTD $4.67B
4242024-07-11 15:00:19CANANDAIGUA NATIONAL BANK TRUST CO $923.10M
4252024-07-11 14:51:59VANDERPOL INVESTMENTS LLC $32.94M
4262024-07-11 14:51:28GUNDERSON CAPITAL MANAGEMENT INC $232.99M
4272024-07-11 14:42:36WHITCOMB & HESS INC $320.97M
4282024-07-11 14:40:43SYMMETRY PARTNERS LLC $1.94M
4292024-07-11 14:30:13RIDGEMONT PARTNERS MANAGEMENT LLC $132.75M
4302024-07-11 14:21:23GILLESPIE ROBINSON GRIMM INC $1.24B
4312024-07-11 14:17:04JUNCTURE WEALTH STRATEGIES LLC $238.64M
4322024-07-11 13:56:01FIRST FINANCIAL CORP IN $196.30M
4332024-07-11 13:52:49WAGNER BOWMAN MANAGEMENT CORP $988.00M
4342024-07-11 13:50:58BOURGEON CAPITAL MANAGEMENT LLC $510.28M
4352024-07-11 13:40:02CEDAR MOUNTAIN ADVISORS LLC $404.61M
4362024-07-11 13:38:16CX INSTITUTIONAL $2.13B
4372024-07-11 13:32:50WESBANCO BANK INC $2.68B
4382024-07-11 13:29:13CLARIUS GROUP LLC $1.41B
4392024-07-11 13:28:17ABLES IANNONE MOORE & ASSOCIATES INC $151.21M
4402024-07-11 13:23:07TTP INVESTMENTS INC $266.23M
4412024-07-11 13:22:21STILLWATER CAPITAL ADVISORS LLC $716.61M
4422024-07-11 13:08:37LBMC INVESTMENT ADVISORS LLC $1.15B
4432024-07-11 13:01:06LWMG LLC $474.03M
4442024-07-11 12:54:16GLOBAL TRUST ASSET MANAGEMENT LLC $248.18M
4452024-07-11 12:49:58JVL ASSOCIATES LLC $249.47M
4462024-07-11 12:49:43AMARILLO NATIONAL BANK $525.72M
4472024-07-11 12:48:03TILIA FIDUCIARY PARTNERS INC $127.86M
4482024-07-11 12:45:21TWELE CAPITAL MANAGEMENT INC $441.14M
4492024-07-11 12:45:05PRAIRIEVIEW WEALTH PARTNERS LLC $117.37M
4502024-07-11 12:45:00NEW CAPITAL MANAGEMENT LP $325.94M
4512024-07-11 12:44:29CLARUS WEALTH ADVISORS $188.19M
4522024-07-11 12:35:21STRATEGIC ADVOCATES LLC $252.07M
4532024-07-11 12:19:56U S CAPITAL WEALTH ADVISORS LLC $2.64B
4542024-07-11 12:11:29TALBOT FINANCIAL LLC $774.77M
4552024-07-11 12:09:12RENAISSANCE CAPITAL LLC $179.07M
4562024-07-11 12:03:29KEY COLONY MANAGEMENT LLC $83.14M
4572024-07-11 11:56:52CADENT CAPITAL ADVISORS LLC $251.01M
4582024-07-11 11:26:52BDF GESTION $1.04B
4592024-07-11 11:20:36DUNCAN WILLIAMS ASSET MANAGEMENT LLC $118.61M
4602024-07-11 11:17:53JOHN W BROOKER AND CO CPAS $199.63M
4612024-07-11 11:17:45CMH WEALTH MANAGEMENT LLC $406.30M
4622024-07-11 11:12:25CPA ASSET MANAGEMENT LLC $186.75M
4632024-07-11 10:46:00ABACUS WEALTH PARTNERS LLC $603.34M
4642024-07-11 10:33:24FRANCHISE CAPITAL LTD $413.49M
4652024-07-11 10:32:49NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $285.82K
4662024-07-11 10:29:25GUINNESS ATKINSON ASSET MANAGEMENT INC $204.25M
4672024-07-11 10:25:29BUTENSKY COHEN FINANCIAL SECURITY INC $314.37M
4682024-07-11 10:21:44GUINNESS ASSET MANAGEMENT LTD $4.85B
4692024-07-11 10:13:36THREADGILL FINANCIAL LLC $213.25M
4702024-07-11 10:07:01ACT WEALTH MANAGEMENT LLC $203.24M
4712024-07-11 09:51:33MANNING & NAPIER ADVISORS LLC $8.85B
4722024-07-11 09:44:14RELIANT WEALTH PLANNING $216.75M
4732024-07-11 09:41:59SALEM INVESTMENT COUNSELORS INC $3.10B
4742024-07-11 09:38:28WARTHER PRIVATE WEALTH LLC $255.47M
4752024-07-11 09:24:15CCM INVESTMENT ADVISERS LLC $851.54M
4762024-07-11 08:58:09CHICAGO TRUST CO NA $492.97M
4772024-07-11 08:50:15OLD NATIONAL BANCORP IN $4.25B
4782024-07-11 08:16:16AQUAMARINE ZURICH AG $262.56K
4792024-07-10 21:58:27MADDEN SECURITIES CORP $225.80M
4802024-07-10 21:28:37FORESIGHT CAPITAL MANAGEMENT ADVISORS INC $147.77M
4812024-07-10 21:16:33FAMILY WEALTH PARTNERS LLC $192.71M
4822024-07-10 20:53:34ARBOR WEALTH ADVISORS LLC $101.35M
4832024-07-10 20:38:13MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC $290.02M
4842024-07-10 20:19:15SHOTWELL RUTTER BAER INC $112.81M
4852024-07-10 20:00:47WALDEN WEALTH PARTNERS LLC $179.15M
4862024-07-10 19:47:31PARKSIDE INVESTMENTS LLC $633.83M
4872024-07-10 19:22:27KOHMANN BOSSHARD FINANCIAL SERVICES LLC $742.85M
4882024-07-10 18:25:20MOUNTAIN PACIFIC INVESTMENT ADVISERS INC ID $1.34B
4892024-07-10 17:59:11TRINITY FINANCIAL ADVISORS LLC $223.41M
4902024-07-10 17:53:20SMITH ANGLIN FINANCIAL LLC $989.52M
4912024-07-10 17:26:32STERLING INVESTMENT ADVISORS LLC ADV $163.82M
4922024-07-10 17:07:54BOSTON STANDARD WEALTH MANAGEMENT LLC $454.92M
4932024-07-10 16:58:16APRIO WEALTH MANAGEMENT LLC $548.93M
4942024-07-10 16:55:45GREENFIELD SAVINGS BANK $194.54M
4952024-07-10 16:48:00SPENCE ASSET MANAGEMENT $402.88K
4962024-07-10 16:47:54EXCHANGE BANK $117.66M
4972024-07-10 16:37:46BURKETT FINANCIAL SERVICES LLC $194.89M
4982024-07-10 16:28:45PACIFIC WEALTH MANAGEMENT $196.46M
4992024-07-10 16:28:06LIFEPRO ASSET MANAGEMENT $139.48M
5002024-07-10 16:27:46MPS LORIA FINANCIAL PLANNERS LLC $310.28M
5012024-07-10 16:24:52NORTHSIDE CAPITAL MANAGEMENT LLC $581.73M
5022024-07-10 16:21:02VIDA VENTURES ADVISORS LLC $91.43M
5032024-07-10 16:16:54GARRETT INVESTMENT ADVISORS LLC $859.21M
5042024-07-10 16:15:30SWEENEY & MICHEL LLC $234.57M
5052024-07-10 16:03:46CUMBERLAND ADVISORS INC $244.24M
5062024-07-10 16:03:16OLSTEIN CAPITAL MANAGEMENT LP $562.20K
5072024-07-10 15:55:58STEPHENS GROUP ASSET MANAGEMENT LLC $1.10B
5082024-07-10 15:52:51CONTRAVISORY INVESTMENT MANAGEMENT INC $451.58M
5092024-07-10 15:51:50LANTZ FINANCIAL LLC $321.89M
5102024-07-10 15:36:47MID AMERICAN WEALTH ADVISORY GROUP INC $156.58M
5112024-07-10 15:20:53RICHARD P SLAUGHTER ASSOCIATES INC $423.90M
5122024-07-10 15:20:49SIMPLICITY WEALTH LLC $4.43B
5132024-07-10 15:17:57DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC $132.81M
5142024-07-10 15:16:11ADAMS ASSET ADVISORS LLC $766.79M
5152024-07-10 15:06:21VALEO FINANCIAL ADVISORS LLC $3.20B
5162024-07-10 14:59:56LEGACY FINANCIAL STRATEGIES LLC $416.07M
5172024-07-10 14:51:11ADVOCATE GROUP LLC $496.60M
5182024-07-10 14:44:52SELECTIVE WEALTH MANAGEMENT INC $227.06M
5192024-07-10 14:39:04FOUNDERS CAPITAL MANAGEMENT $154.33M
5202024-07-10 14:32:54GILL CAPITAL PARTNERS LLC $258.58M
5212024-07-10 14:10:50ADVOCACY WEALTH MANAGEMENT SERVICES LLC $1.21B
5222024-07-10 13:57:29ATWOOD PALMER INC $1.32B
5232024-07-10 13:55:38FIRST AFFIRMATIVE FINANCIAL NETWORK $195.33M
5242024-07-10 13:39:18EPIQ PARTNERS LLC $147.74M
5252024-07-10 13:32:07TRIANGLE SECURITIES WEALTH MANAGEMENT $354.11M
5262024-07-10 13:31:01BOIT C F DAVID $191.94M
5272024-07-10 13:24:30PERSONAL RESOURCES INVESTMENT STRATEGIC MANAGEMENT INC $329.79M
5282024-07-10 13:14:22CULLINAN ASSOCIATES INC $1.77B
5292024-07-10 13:13:04NORTHLANDING FINANCIAL PARTNERS LLC $589.74K
5302024-07-10 13:03:29PFW ADVISORS LLC $314.35M
5312024-07-10 12:36:56REDMONT WEALTH ADVISORS LLC $63.61M
5322024-07-10 12:36:06STEWARDSHIP ADVISORS LLC $302.57M
5332024-07-10 12:31:48MATRIX TRUST CO $442.91K
5342024-07-10 12:29:25RDA FINANCIAL NETWORK $305.20M
5352024-07-10 12:27:22DBK FINANCIAL COUNSEL LLC $91.78M
5362024-07-10 12:23:36M KRAUS CO $326.21M
5372024-07-10 12:23:01ALBION FINANCIAL GROUP UT $1.33B
5382024-07-10 12:03:48FOUNDATION RESOURCE MANAGEMENT INC $625.94M
5392024-07-10 12:01:25GPWM LLC $127.84M
5402024-07-10 11:58:31INDIANA TRUST INVESTMENT MANAGEMENT CO $272.45M
5412024-07-10 11:53:15FORTITUDE FAMILY OFFICE LLC $176.35M
5422024-07-10 11:41:38NBC SECURITIES INC $1.10M
5432024-07-10 11:39:02LINDEN THOMAS ADVISORY SERVICES LLC $647.17M
5442024-07-10 11:34:10HELEN STEPHENS GROUP LLC $289.22M
5452024-07-10 11:28:00BUTTONWOOD FINANCIAL GROUP LLC $175.31M
5462024-07-10 11:24:17COMPASS FINANCIAL GROUP INC SD $461.61M
5472024-07-10 11:23:11CYR FINANCIAL INC $100.12M
5482024-07-10 11:17:12O'KEEFE STEVENS ADVISORY INC $299.21M
5492024-07-10 11:09:02CSENGE ADVISORY GROUP $1.76B
5502024-07-10 11:05:19JONES COLLOMBIN INVESTMENT COUNSEL INC $243.08M
5512024-07-10 10:57:58S A MASON LLC $175.86M
5522024-07-10 10:57:28CLEAN YIELD GROUP $267.71K
5532024-07-10 10:55:26TNB FINANCIAL $1.25B
5542024-07-10 10:55:03SYQUANT CAPITAL SAS $9.93K
5552024-07-10 10:40:00BERNARDO WEALTH PLANNING LLC $371.71M
5562024-07-10 10:39:37PROFESSIONAL ADVISORY SERVICES INC $732.31K
5572024-07-10 10:36:16SHEARWATER CAPITAL LLC $136.13M
5582024-07-10 10:34:50NOVAPOINT CAPITAL LLC $294.70M
5592024-07-10 10:31:52SVENSKA HANDELSBANKEN AB PUBL $359.36K
5602024-07-10 10:25:10RENAISSANCE INVESTMENT GROUP LLC $459.82M
5612024-07-10 10:12:10KEYSTONE FINANCIAL PLANNING INC $302.18M
5622024-07-10 10:05:11FIVE OCEANS ADVISORS $190.76M
5632024-07-10 10:01:25ENTERPRISE BANK AND TRUST CO $292.78M
5642024-07-10 10:01:17BENNETT SELBY INVESTMENTS LP $222.73M
5652024-07-10 09:43:23ANDERSON HOAGLAND CO $952.45M
5662024-07-10 09:29:38GULF INTERNATIONAL BANK UK LTD $3.97M
5672024-07-10 09:13:15WELLCOME TRUST LTD THE AS TRUSTEE OF THE WELLCOME TRUST $7.82B
5682024-07-10 09:00:22ARKFELD WEALTH STRATEGIES L L C $197.10M
5692024-07-10 07:19:22APELLA CAPITAL LLC $2.24B
5702024-07-10 07:06:44AMF PENSIONSFORSAKRING AB $13.41B
5712024-07-09 21:48:46NEUMANN ADVISORY HONG KONG LTD $209.97K
5722024-07-09 21:14:04LL FUNDS LLC $29.54M
5732024-07-09 20:15:51SUNFLOWER BANK N A $423.62M
5742024-07-09 18:55:11CVA FAMILY OFFICE LLC $555.60M
5752024-07-09 18:38:17FINANCIAL SYMMETRY INC $128.60M
5762024-07-09 18:34:31PRAETORIAN WEALTH MANAGEMENT INC $390.62M
5772024-07-09 17:47:19FIDUCIARY ALLIANCE LLC $616.26M
5782024-07-09 17:46:54CWM LLC $21.21M
5792024-07-09 17:42:24HILLTOP NATIONAL BANK $310.89M
5802024-07-09 17:29:56TEALWOOD ASSET MANAGEMENT INC $166.05K
5812024-07-09 17:26:52EASTOVER INVESTMENT ADVISORS LLC $209.08M
5822024-07-09 17:26:48BAKER ELLIS ASSET MANAGEMENT LLC $663.65M
5832024-07-09 17:23:00PRYSM CAPITAL L P $10.35M
5842024-07-09 17:07:20NORTHWEST CAPITAL MANAGEMENT INC $274.09M
5852024-07-09 16:59:53SAGE CAPITAL ADVISORS LLC $348.23M
5862024-07-09 16:54:15NNS INVESTMENTS (CYPRUS) LTD $0.00
5872024-07-09 16:52:39NNS HOLDING $0.00
5882024-07-09 16:35:01HARBOR CAPITAL ADVISORS INC $1.31M
5892024-07-09 16:31:09WEALTH GROUP LTD $331.05M
5902024-07-09 16:31:02CANAAN PARTNERS IX LLC $0.00
5912024-07-09 16:31:02CANAAN PARTNERS XI LLC $82.59M
5922024-07-09 16:27:35KINGSWOOD WEALTH ADVISORS LLC $1.11B
5932024-07-09 16:25:30GRUBMAN WEALTH MANAGEMENT $391.44M
5942024-07-09 16:25:25OLISTICO WEALTH LLC $156.78M
5952024-07-09 16:20:12VALUE PARTNER INVESTMENTS INC $1.58B
5962024-07-09 16:09:10HEARTWOOD WEALTH ADVISORS LLC $836.69M
5972024-07-09 16:05:03EXOR NV $4.53B
5982024-07-09 15:57:55STONEBRIDGE CAPITAL MANAGEMENT INC $234.37K
5992024-07-09 15:55:55ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $151.30K
6002024-07-09 15:51:15ASTORIA PORTFOLIO ADVISORS LLC $279.94M
6012024-07-09 15:14:05NAPLES MONEY MANAGEMENT LLC $117.25M
6022024-07-09 14:42:20PARK AVENUE SECURITIES LLC $8.18M
6032024-07-09 14:23:36SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $118.53M
6042024-07-09 14:21:43GRASSI INVESTMENT MANAGEMENT $1.13M
6052024-07-09 14:16:46ARDEN TRUST CO $716.28M
6062024-07-09 14:10:27SOMERSET TRUST CO $243.86M
6072024-07-09 13:46:38BARD FINANCIAL SERVICES INC $967.12M
6082024-07-09 13:34:15MARION WEALTH MANAGEMENT $340.49M
6092024-07-09 13:26:20LOWE FS LLC $219.53M
6102024-07-09 13:05:37DUDLEY SHANLEY LLC $581.91M
6112024-07-09 12:35:13FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC $978.07M
6122024-07-09 12:25:02LAKE HILLS WEALTH MANAGEMENT LLC $139.34M
6132024-07-09 12:05:40MAGNOLIA CAPITAL MANAGEMENT LTD $119.16K
6142024-07-09 11:39:05FIRST BANK TRUST $490.97M
6152024-07-09 10:58:28RISE ADVISORS LLC $188.71M
6162024-07-09 10:53:28ADIRONDACK TRUST CO $244.90M
6172024-07-09 08:56:48LYNX INVESTMENT ADVISORY $134.99M
6182024-07-09 08:39:38TRUST CO OF VERMONT $1.84B
6192024-07-09 08:28:41FULTON BANK N A $2.47B
6202024-07-09 08:08:00NEW ENGLAND RESEARCH MANAGEMENT INC $208.21K
6212024-07-08 19:21:00FRAGASSO GROUP INC $1.21B
6222024-07-08 19:14:42CARDINAL CAPITAL MANAGEMENT INC $2.60B
6232024-07-08 19:09:51MONTEREY PRIVATE WEALTH INC $267.49M
6242024-07-08 18:55:58DEANE RETIREMENT STRATEGIES INC $194.89M
6252024-07-08 18:51:11HALPERN FINANCIAL INC $363.96M
6262024-07-08 18:30:08ZRC WEALTH MANAGEMENT LLC $211.14M
6272024-07-08 18:25:49INVESTMENT PARTNERS ASSET MANAGEMENT INC $112.20M
6282024-07-08 18:20:24MATHER GROUP INC $8.12B
6292024-07-08 18:17:09MYECFO LLC $173.39M
6302024-07-08 17:58:54CJM WEALTH ADVISERS LTD $271.85M
6312024-07-08 17:56:50LESA SROUFE CO $102.97K
6322024-07-08 17:53:22GREAT WATERS WEALTH MANAGEMENT $654.79M
6332024-07-08 17:45:24BURNS MATTESON CAPITAL MANAGEMENT LLC $159.12M
6342024-07-08 17:33:22LEIBMAN FINANCIAL SERVICES INC $134.89M
6352024-07-08 17:26:42RVW WEALTH LLC $1.00B
6362024-07-08 17:22:16BOLTWOOD CAPITAL MANAGEMENT $320.06M
6372024-07-08 16:58:38BENCHMARK WEALTH MANAGEMENT LLC $187.68M
6382024-07-08 16:42:51BANK & TRUST CO $117.84M
6392024-07-08 16:04:55KINNEVIK AB (PUBL) $89.29M
6402024-07-08 16:00:29CHICKASAW CAPITAL MANAGEMENT LLC $2.25M
6412024-07-08 15:48:09CITY STATE BANK $244.93K
6422024-07-08 15:29:26DENTGROUP LLC $124.06M
6432024-07-08 15:12:41BIRCH CAPITAL MANAGEMENT LLC $192.37M
6442024-07-08 15:07:57BANCFIRST TRUST & INVESTMENT MANAGEMENT $214.68M
6452024-07-08 15:06:37WESTEND CAPITAL MANAGEMENT LLC $284.66M
6462024-07-08 15:03:16CASCADE INVESTMENT ADVISORS INC $148.21M
6472024-07-08 14:37:44QUENT CAPITAL LLC $908.73M
6482024-07-08 14:24:09TANDEM CAPITAL MANAGEMENT CORP ADV $180.06M
6492024-07-08 14:03:38TRUST CO OF TOLEDO NA OH $691.38M
6502024-07-08 14:02:05DOUGLAS LANE ASSOCIATES LLC $7.04B
6512024-07-08 13:45:40BOSTON COMMON ASSET MANAGEMENT LLC $3.90M
6522024-07-08 13:37:48WOODSTOCK CORP $983.43M
6532024-07-08 13:12:06ADVANCE CAPITAL MANAGEMENT INC $2.11B
6542024-07-08 12:36:08THOMPSON INVESTMENT MANAGEMENT INC $647.56M
6552024-07-08 12:02:54SUGARLOAF WEALTH MANAGEMENT LLC $493.70M
6562024-07-08 11:50:49MARATHON STRATEGIC ADVISORS LLC $85.56M
6572024-07-08 11:46:18IMPACTFOLIO LLC $178.50M
6582024-07-08 11:20:32INSIGHT WEALTH STRATEGIES LLC $702.83M
6592024-07-08 10:40:39AGINCOURT CAPITAL MANAGEMENT LLC $107.49M
6602024-07-08 10:19:51MADISON INTERNATIONAL REALTY HOLDINGS LLC $199.32M
6612024-07-08 10:11:18FC ADVISORY LLC $272.73M
6622024-07-08 09:41:34BEACH INVESTMENT COUNSEL INC PA $812.11K
6632024-07-08 08:07:40ST GERMAIN D J CO INC $2.07B
6642024-07-05 19:49:21VERSANT CAPITAL MANAGEMENT INC $395.34M
6652024-07-05 16:39:11STOKES FAMILY OFFICE LLC $852.82M
6662024-07-05 16:32:01HBW ADVISORY SERVICES LLC $602.57M
6672024-07-05 16:29:31COLLECTIVE FAMILY OFFICE LLC $339.95M
6682024-07-05 15:25:36HERITAGE WEALTH PARTNERS LLC $69.03M
6692024-07-05 14:59:24THURSTON SPRINGER MILLER HERD & TITAK INC $1.86B
6702024-07-05 14:58:11REMPART ASSET MANAGEMENT INC $507.46M
6712024-07-05 14:50:5025 LLC $210.62M
6722024-07-05 13:52:19GENERAL PARTNER INC $156.54M
6732024-07-05 13:10:47KOZAK AND ASSOCIATES INC $405.06M
6742024-07-05 11:11:28STONEHEARTH CAPITAL MANAGEMENT LLC $233.51M
6752024-07-05 11:07:07INSTITUTIONAL FAMILY ASSET MANAGEMENT LLC $654.36M
6762024-07-05 09:59:54ALKEN ASSET MANAGEMENT LTD $43.30K
6772024-07-05 08:52:32DNB ASSET MANAGEMENT AS $20.96B
6782024-07-05 07:04:33TRINITY STREET ASSET MANAGEMENT LLP $1.13B
6792024-07-05 06:42:07POLIANTA LTD $197.61K
6802024-07-03 17:03:11FIRST INTERNATIONAL BANK & TRUST $290.56M
6812024-07-03 15:58:15ROTH FINANCIAL PARTNERS LLC $231.81M
6822024-07-03 14:47:54BEACON WEALTHCARE LLC $229.39M
6832024-07-03 14:38:02MOODY NATIONAL BANK TRUST DIVISION $1.29B
6842024-07-03 14:01:29BEESE FULMER INVESTMENT MANAGEMENT INC $1.10B
6852024-07-03 12:36:34CURBSTONE FINANCIAL MANAGEMENT CORP $460.42M
6862024-07-03 10:37:18PARTNERSHIP WEALTH MANAGEMENT LLC $135.45M
6872024-07-03 09:27:31FIRST FINANCIAL BANK N A TRUST DIVISION $1.01B
6882024-07-03 09:18:47HOESE AND CO LLP $114.57M
6892024-07-03 09:09:23EVERENCE CAPITAL MANAGEMENT INC $1.44M
6902024-07-03 08:46:54HILLTOP WEALTH ADVISORS LLC $199.27M
6912024-07-03 06:29:38AP GILFOYLE & CO LP $2.29M
6922024-07-02 17:45:11PEIRCE CAPITAL MANAGEMENT LLC $188.89M
6932024-07-02 16:33:05FIRST HAWAIIAN BANK $2.97B
6942024-07-02 15:23:15HUDSON VALLEY INVESTMENT ADVISORS INC ADV $769.49M
6952024-07-02 15:14:20M R CAPITAL MANAGEMENT INC $419.19M
6962024-07-02 15:02:18MASSMUTUAL TRUST CO FSB ADV $3.30B
6972024-07-02 15:01:07WALNUT PRIVATE EQUITY PARTNERS LLC $157.52M
6982024-07-02 14:54:23AURUM WEALTH MANAGEMENT GROUP LLC $997.53M
6992024-07-02 13:15:36SHANKERVALLEAU WEALTH ADVISORS INC $233.60M
7002024-07-02 13:07:56PARK PLACE CAPITAL CORP $313.32M
7012024-07-02 13:00:40ARMSTRONG HENRY H ASSOCIATES INC $1.03B
7022024-07-02 12:46:09DAVIS CAPITAL MANAGEMENT $115.09M
7032024-07-02 12:19:35GAMMA INVESTING LLC $733.84M
7042024-07-02 11:33:20GLOBAL WEALTH STRATEGIES & ASSOCIATES $278.66M
7052024-07-02 11:22:17MODUS ADVISORS LLC $282.71M
7062024-07-02 10:52:56STAIRWAY PARTNERS LLC $1.27B
7072024-07-02 10:50:40RED SPRUCE CAPITAL LLC $215.38M
7082024-07-02 10:35:32GP BRINSON INVESTMENTS LLC $232.36M
7092024-07-02 10:33:32WALLER FINANCIAL PLANNING GROUP INC $372.19M
7102024-07-02 10:27:14MCALISTER SWEET & ASSOCIATES INC $139.22M
7112024-07-02 10:22:21CENTRE ASSET MANAGEMENT LLC $435.55K
7122024-07-02 10:11:19APPLETON PARTNERS INC MA $1.30M
7132024-07-02 09:19:40TRANSCEND WEALTH COLLECTIVE LLC $1.38B
7142024-07-02 08:56:05TRUST CO OF THE SOUTH $422.31M
7152024-07-02 06:38:28PENSIONFUND SABIC $339.69K
7162024-07-02 06:29:45PENSIONFUND DSM NETHERLANDS $188.10K
7172024-07-01 14:40:22CACTI ASSET MANAGEMENT LLC $1.27B
7182024-07-01 14:39:48KATHMERE CAPITAL MANAGEMENT LLC $944.42M
7192024-07-01 14:18:31NEVILLE RODIE SHAW INC $1.32M
7202024-07-01 13:15:13CONFLUENCE INVESTMENT MANAGEMENT LLC $6.93B
7212024-07-01 12:15:21JACKSON WEALTH MANAGEMENT LLC $466.42M
7222024-07-01 11:59:37CULLEN INVESTMENT GROUP LTD $627.10M
7232024-07-01 11:03:45CAPITAL MARKET STRATEGIES LLC $2.27M
7242024-07-01 10:12:24MOLLER FINANCIAL SERVICES $374.84M
7252024-07-01 09:43:21MICHAEL S RYAN INC $131.95M
7262024-07-01 07:53:23BANK OF NEW HAMPSHIRE $384.70M
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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