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Inst Investors
Hedge Funds
# of Filings 1222 22
% of Exp. Filings 16% 2%
Total Stock Value $826.0B $15.7B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
4000
 2024-12-31
 2024-09-30
Filing Quarter
2024-12-31
Filing Starts
2025-01-01
Filing Ends
2025-02-14
Last Update
2025-01-21 17:45:01
Institutional Investors
HedgeMind 1000
1222Filing AcceptedFilerTotal Reported Value  
12025-01-21 17:29:58OLIO FINANCIAL PLANNING $284.71M
22025-01-21 17:29:26PETIX BOTTE CO $380.25M
32025-01-21 17:21:06SWP FINANCIAL LLC $165.76M
42025-01-21 17:18:47STABLEPOINT PARTNERS LLC $544.84M
52025-01-21 17:16:46SUMMIT INVESTMENT ADVISORY SERVICES LLC $193.93M
62025-01-21 17:14:20REQUISITE CAPITAL MANAGEMENT LLC $489.94M
72025-01-21 17:12:07REGATTA CAPITAL GROUP LLC $515.89M
82025-01-21 17:10:50NORTHERN OAK WEALTH MANAGEMENT INC $789.85M
92025-01-21 17:09:59NOVARE CAPITAL MANAGEMENT LLC $1.19B
102025-01-21 17:09:21FIDELIS IM LLC $203.69K
112025-01-21 17:07:18NAVIS WEALTH ADVISORS LLC $91.55M
122025-01-21 17:04:22MKT ADVISORS LLC $229.52M
132025-01-21 17:02:24M3 ADVISORY GROUP LLC $139.67M
142025-01-21 17:00:30HARRELL INVESTMENT PARTNERS LLC $357.87M
152025-01-21 16:58:27GUERRA PAN ADVISORS LLC $138.16M
162025-01-21 16:57:59CYPRESS POINT WEALTH MANAGEMENT LLC $321.12M
172025-01-21 16:56:17CLARENDON PRIVATE LLC $95.54M
182025-01-21 16:55:55EMBREE FINANCIAL GROUP $585.55M
192025-01-21 16:53:37CORA CAPITAL ADVISORS LLC $207.40M
202025-01-21 16:53:28PB INVESTMENT PARTNERS L P $133.48M
212025-01-21 16:51:53BARON FINANCIAL GROUP LLC $161.27M
222025-01-21 16:51:48AVAII WEALTH MANAGEMENT LLC $203.18M
232025-01-21 16:48:12FLAGSHIP PRIVATE WEALTH LLC $207.63M
242025-01-21 16:46:31CONSOLIDATED INVESTMENT GROUP LLC $713.48K
252025-01-21 16:46:29AFFINITY WEALTH MANAGEMENT $564.30M
262025-01-21 16:46:26FORT HENRY CAPITAL LLC $139.78M
272025-01-21 16:41:10VISTA INVESTMENT PARTNERS LLC $320.46M
282025-01-21 16:39:16ROCKWOOD WEALTH MANAGEMENT LLC $926.08M
292025-01-21 16:38:23CRESCENT GROVE ADVISORS LLC $1.01B
302025-01-21 16:37:24MARSHALL FINANCIAL GROUP LLC $412.86M
312025-01-21 16:35:47RTD FINANCIAL ADVISORS INC $779.53M
322025-01-21 16:34:08PARK EDGE ADVISORS LLC $343.79M
332025-01-21 16:31:08KFG WEALTH MANAGEMENT LLC $535.00M
342025-01-21 16:31:02CANAAN PARTNERS XI LLC $77.29M
352025-01-21 16:31:00ANDINA CAPITAL MANAGEMENT LLC $122.68M
362025-01-21 16:26:07APPLIED CAPITAL LLC FL $129.03M
372025-01-21 16:12:48REGENCY CAPITAL MANAGEMENT INC DE $184.68M
382025-01-21 16:04:51ETF PORTFOLIO PARTNERS INC $333.00M
392025-01-21 16:03:16HIGH NET WORTH ADVISORY GROUP LLC $358.03M
402025-01-21 16:00:00JAMISON PRIVATE WEALTH MANAGEMENT INC $677.32M
412025-01-21 15:54:58BLUE SQUARE ASSET MANAGEMENT LLC $200.64M
422025-01-21 15:53:51J H WHITNEY EQUITY PARTNERS VII LLC $222.36M
432025-01-21 15:52:03TEAM HEWINS LLC $230.58M
442025-01-21 15:51:35ASIO CAPITAL LLC $529.38M
452025-01-21 15:36:53ECHO WEALTH MANAGEMENT LLC $144.69M
462025-01-21 15:17:26FIRST CITIZENS BANK TRUST CO $5.45B
472025-01-21 15:17:04ARCHFORD CAPITAL STRATEGIES LLC $661.46M
482025-01-21 15:08:36INVESTMENT RESEARCH ADVISORY GROUP INC $241.03M
492025-01-21 15:06:27DUNCAN WILLIAMS ASSET MANAGEMENT LLC $253.98M
502025-01-21 14:56:16ANDERSON HOAGLAND CO $972.36M
512025-01-21 14:55:11OLSTEIN CAPITAL MANAGEMENT LP $568.46K
522025-01-21 14:50:40ALAN B LANCZ & ASSOCIATES INC $109.02M
532025-01-21 14:47:11PATTON ALBERTSON MILLER LLC $747.46M
542025-01-21 14:46:54JACKSONVILLE WEALTH MANAGEMENT LLC $107.16M
552025-01-21 14:46:39DUALITY ADVISERS LP $0.00
562025-01-21 14:39:11ARKFELD WEALTH STRATEGIES L L C $217.77M
572025-01-21 14:33:11MERKKURI WEALTH ADVISORS LLC $126.43M
582025-01-21 14:30:08TTP INVESTMENTS INC $286.01M
592025-01-21 14:26:40PRECEDENT WEALTH PARTNERS LLC $306.49M
602025-01-21 14:23:44SMITH CHAS P ASSOCIATES PA CPAS $1.76B
612025-01-21 14:19:35AFFIANCE FINANCIAL LLC $418.45M
622025-01-21 14:16:19ALPHAMARK ADVISORS LLC $231.04K
632025-01-21 14:10:35LATEEF INVESTMENT MANAGEMENT LP $881.86M
642025-01-21 14:09:20MOODY LYNN LIEBERSON LLC $1.63B
652025-01-21 14:04:03ALPHA FINANCIAL ADVISORS LLC $220.91M
662025-01-21 13:59:07FLAGSHIP HARBOR ADVISORS LLC $1.90B
672025-01-21 13:55:56JUNCTURE WEALTH STRATEGIES LLC $268.40M
682025-01-21 13:54:56INSIGHT INV LLC $143.63M
692025-01-21 13:48:51STEWARDSHIP ADVISORS LLC $360.64M
702025-01-21 13:47:30RUNNING OAK CAPITAL LLC $766.06M
712025-01-21 13:41:57BOSS RETIREMENT ADVISORS LLC $357.92M
722025-01-21 13:38:59ADVOCATE GROUP LLC $531.07M
732025-01-21 13:32:23OSHER VAN DE VOORDE INVESTMENT MANAGEMENT $464.26M
742025-01-21 13:30:30FIRST BANCORP INC $146.18M
752025-01-21 13:25:36COMPASS WEALTH MANAGEMENT LLC $415.20M
762025-01-21 13:20:15NIKULSKI FINANCIAL INC $340.15M
772025-01-21 13:14:33GRANGE CAPITAL LLC $95.41M
782025-01-21 13:11:18TOTH FINANCIAL ADVISORY CORP $850.18M
792025-01-21 13:10:17STRATEGIC INVESTMENT MANAGEMENT LLC $289.99M
802025-01-21 13:09:38CEDAR MOUNTAIN ADVISORS LLC $455.10M
812025-01-21 13:09:06MONTE FINANCIAL GROUP LLC $233.58M
822025-01-21 13:00:12CFS INVESTMENT ADVISORY SERVICES LLC $1.12M
832025-01-21 13:00:08TRIBUTARY CAPITAL MANAGEMENT LLC $1.29B
842025-01-21 12:49:05GSB WEALTH MANAGEMENT LLC $387.11M
852025-01-21 12:46:50GRIMES COMPANY INC $3.47B
862025-01-21 12:45:45SJS INVESTMENT CONSULTING INC $579.13M
872025-01-21 12:32:56FENIMORE ASSET MANAGEMENT INC $4.76B
882025-01-21 12:20:02FIFTH THIRD BANCORP $27.57B
892025-01-21 12:16:11APRICUS WEALTH LLC $154.09M
902025-01-21 12:03:12KAMES CAPITAL PLC $7.59M
912025-01-21 12:00:45LANTZ FINANCIAL LLC $375.19M
922025-01-21 11:55:42LINDEN THOMAS ADVISORY SERVICES LLC $789.03M
932025-01-21 11:51:12CYNDEO WEALTH PARTNERS LLC $1.48B
942025-01-21 11:49:20GENEOS WEALTH MANAGEMENT INC $2.86B
952025-01-21 11:45:50LEGACY WEALTH MANAGEMENT INC $1.56B
962025-01-21 11:43:33DYNAMIC ADVISORS SOLUTIONS LLC $2.31B
972025-01-21 11:42:11ASPIRING VENTURES LLC $158.66M
982025-01-21 11:32:37HILLMAN CO $236.23M
992025-01-21 11:31:45ACCEL WEALTH MANAGEMENT $263.73M
1002025-01-21 11:30:25DGS CAPITAL MANAGEMENT LLC $399.44M
1012025-01-21 11:25:41CHEMUNG CANAL TRUST CO $479.53M
1022025-01-21 11:25:35BENNETT SELBY INVESTMENTS LP $237.81M
1032025-01-21 11:25:14FIRETHORN WEALTH PARTNERS LLC $201.31M
1042025-01-21 11:24:07AM INVESTMENT STRATEGIES LLC $107.53M
1052025-01-21 11:21:47PFLUG KOORY LLC $197.58M
1062025-01-21 11:21:27VISHRIA BIRD FINANCIAL GROUP LLC $285.42K
1072025-01-21 11:21:11NEPSIS CAPITAL MANAGEMENT INC $400.64M
1082025-01-21 11:15:51PCG WEALTH ADVISORS LLC $270.83M
1092025-01-21 11:15:17CARR FINANCIAL GROUP CORP $322.37M
1102025-01-21 11:14:40CHAPIN DAVIS INC $306.56M
1112025-01-21 11:13:22CORNERSTONE WEALTH ADVISORS INC $364.34M
1122025-01-21 11:12:54COTTONWOOD CAPITAL ADVISORS LLC $139.46M
1132025-01-21 11:12:24PETREDIS INVESTMENT ADVISORS LLC $967.67M
1142025-01-21 11:11:59MCGUIRE INVESTMENT GROUP LLC $692.62M
1152025-01-21 11:11:32CROCODILE CAPITAL PARTNERS GMBH $35.90M
1162025-01-21 11:10:41ATLAS PRIVATE WEALTH ADVISORS $705.17M
1172025-01-21 11:08:48WEALTH MANAGEMENT RESOURCES INC $271.00M
1182025-01-21 11:08:13ECLECTIC ASSOCIATES INC ADV $338.05M
1192025-01-21 11:07:31GOELZER INVESTMENT MANAGEMENT INC $1.72B
1202025-01-21 10:54:57INCOME RESEARCH MANAGEMENT $209.58M
1212025-01-21 10:50:18EURO PACIFIC ASSET MANAGEMENT LLC $463.85K
1222025-01-21 10:42:08CURATED WEALTH PARTNERS LLC $876.01M
1232025-01-21 10:34:39HILLCREST WEALTH ADVISORS NY LLC $210.38M
1242025-01-21 10:33:04GRADIENT INVESTMENTS LLC $4.94B
1252025-01-21 10:32:51CUSHING ASSET MANAGEMENT LP $1.52B
1262025-01-21 10:16:18LIQUID STRATEGIES LLC $485.69M
1272025-01-21 10:14:42BENIN MANAGEMENT CORP $362.79M
1282025-01-21 10:11:34SACHETTA LLC $253.37M
1292025-01-21 10:09:57WOLFF FINANCIAL MANAGEMENT LLC $360.39K
1302025-01-21 10:09:12WHEELHOUSE ADVISORY GROUP LLC $168.48M
1312025-01-21 10:02:50PRESIMA INC $406.43M
1322025-01-21 09:58:45ENCOMPASS MORE ASSET MANAGEMENT $303.42M
1332025-01-21 09:56:13DISCIPLINED EQUITY MANAGEMENT INC $154.32M
1342025-01-21 09:45:06IMPACT PARTNERSHIP WEALTH LLC $495.46M
1352025-01-21 09:44:03PATRIOT INVESTMENT MANAGEMENT INC $1.34B
1362025-01-21 09:37:45SOUTHLAND EQUITY PARTNERS LLC $429.73M
1372025-01-21 09:36:15CASTLEVIEW PARTNERS LLC $173.44M
1382025-01-21 09:34:58ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC $214.88M
1392025-01-21 09:31:13COURANT INVESTMENT MANAGEMENT LLC $118.16M
1402025-01-21 09:27:33WALNUT PRIVATE EQUITY PARTNERS LLC $188.16M
1412025-01-21 09:26:14SOUND INCOME STRATEGIES LLC $1.62B
1422025-01-21 09:21:29MANITOU INVESTMENT MANAGEMENT LTD $506.16M
1432025-01-21 09:18:36HAREL INSURANCE INVESTMENTS FINANCIAL SERVICES LTD $6.11M
1442025-01-21 09:14:43MIDWEST FINANCIAL GROUP LLC $174.14M
1452025-01-21 09:12:07EXCHANGE TRADED CONCEPTS LLC $5.03B
1462025-01-21 09:11:52CX INSTITUTIONAL $2.52B
1472025-01-21 09:10:27ZWEIG-DIMENNA ASSOCIATES LLC $1.34B
1482025-01-21 09:05:58BERBICE CAPITAL MANAGEMENT LLC $124.77M
1492025-01-21 09:02:03RODGERS AND ASSOCIATES LTD $839.18M
1502025-01-21 08:59:46LINDSELL TRAIN LTD $4.00B
1512025-01-21 08:59:06LEXAURUM ADVISORS LLC $504.67M
1522025-01-21 08:58:00RAPPAPORT REICHES CAPITAL MANAGEMENT LLC $387.34M
1532025-01-21 08:46:27RFG ADVISORY GROUP LLC $3.54B
1542025-01-21 08:38:42ONE ADVISORY PARTNERS LLC $225.30M
1552025-01-21 08:36:11PRIVATE CAPITAL ADVISORS INC $839.98M
1562025-01-21 08:29:43TABR CAPITAL MANAGEMENT LLC $114.13M
1572025-01-21 08:26:35RONNA SUE COHEN $227.40M
1582025-01-21 08:23:38SHILANSKI ASSOCIATES INC $311.67M
1592025-01-21 08:21:05MATTHEW GOFF INVESTMENT ADVISOR LLC $538.00M
1602025-01-21 08:14:36NEUMANN CAPITAL MANAGEMENT LLC $300.99M
1612025-01-21 08:11:11CARMEL CAPITAL MANAGEMENT L L C $264.71M
1622025-01-21 08:08:00MOTIVE WEALTH ADVISORS $186.19M
1632025-01-21 08:04:37MFA WEALTH SERVICES $124.65M
1642025-01-21 08:02:53MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH $3.17B
1652025-01-21 07:42:55NIPPON LIFE INSURANCE CO $5.91M
1662025-01-21 06:39:12ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC $63.07M
1672025-01-21 06:15:02VIDA VENTURES ADVISORS LLC $146.33M
1682025-01-21 06:09:21MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD UNDER SPECIAL MANAGEMENT $608.57K
1692025-01-17 21:46:08MCGLONE SUTTNER WEALTH MANAGEMENT INC $599.01M
1702025-01-17 19:44:45CALDWELL SUTTER CAPITAL INC $214.92M
1712025-01-17 19:19:36FINANCIAL PARTNERS GROUP LLC $240.79M
1722025-01-17 19:19:26GREATER MIDWEST FINANCIAL GROUP LLC $157.98M
1732025-01-17 19:19:14CROWN OAK ADVISORS LLC $194.26M
1742025-01-17 19:19:04WELLS TRECASO FINANCIAL GROUP LLC $305.92M
1752025-01-17 19:14:59CORNERSTONE WEALTH MANAGEMENT LLC $1.48B
1762025-01-17 19:13:55JOHNSON BIXBY AND ASSOCIATES LLC $655.41M
1772025-01-17 19:13:27HERITAGE WEALTH MANAGEMENT INC TEXAS $169.90M
1782025-01-17 19:12:36BRIGHTON JONES LLC $3.46B
1792025-01-17 19:12:14BLACK POINT WEALTH MANAGEMENT $86.44M
1802025-01-17 19:11:44SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLC $228.52M
1812025-01-17 19:11:09STERLING GROUP WEALTH MANAGEMENT LLC $192.74M
1822025-01-17 19:10:44LINCOLN CAPITAL CORP $243.54M
1832025-01-17 19:10:15HENGEHOLD CAPITAL MANAGEMENT LLC $1.06B
1842025-01-17 19:09:47STONY POINT WEALTH MANAGEMENT INC $252.37M
1852025-01-17 19:09:19FINANCIAL DESIGNS CORP $151.82M
1862025-01-17 18:54:21ASTORIA STRATEGIC WEALTH INC $336.05M
1872025-01-17 18:26:48CONWAY CAPITAL MANAGEMENT INC $225.90M
1882025-01-17 18:01:44TEAM FINANCIAL GROUP LLC $174.40M
1892025-01-17 17:31:04MONTECITO BANK TRUST $577.39M
1902025-01-17 17:20:30HEDGES ASSET MANAGEMENT LLC $151.51M
1912025-01-17 17:19:03HIGH PROBABILITY ADVISORS LLC $557.76M
1922025-01-17 17:17:44LIFESTYLE ASSET MANAGEMENT INC $183.54M
1932025-01-17 17:16:18YEOMANS CONSULTING GROUP INC $267.01M
1942025-01-17 17:14:47SPINNAKER INVESTMENT GROUP LLC $414.57M
1952025-01-17 17:12:38KEY CLIENT FIDUCIARY ADVISORS LLC $226.86M
1962025-01-17 17:10:13APEIRON RIA LLC $357.41M
1972025-01-17 17:08:36VERACITY CAPITAL LLC $277.14M
1982025-01-17 17:06:50SECURE ASSET MANAGEMENT LLC $659.28M
1992025-01-17 17:04:53VERDE CAPITAL MANAGEMENT $354.47M
2002025-01-17 17:03:05SEROS FINANCIAL LLC $111.07M
2012025-01-17 16:56:52BARON SILVER STEVENS FINANCIAL ADVISORS LLC $589.25M
2022025-01-17 16:56:23WHALEN WEALTH MANAGEMENT INC $144.36M
2032025-01-17 16:55:58NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $2.73B
2042025-01-17 16:53:30BEACON INVESTMENT ADVISORY SERVICES INC $2.31B
2052025-01-17 16:50:03ENDEAVOR PRIVATE WEALTH INC $105.22M
2062025-01-17 16:49:26BILL FEW ASSOCIATES INC $284.46M
2072025-01-17 16:49:10BURR FINANCIAL SERVICES LLC $148.19M
2082025-01-17 16:47:16PETERSON WEALTH ADVISORS LLC $554.93M
2092025-01-17 16:44:58TEAMWORK FINANCIAL ADVISORS LLC $769.82M
2102025-01-17 16:44:22MINICHMACGREGOR WEALTH MANAGEMENT LLC $481.60M
2112025-01-17 16:43:07SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC $146.61M
2122025-01-17 16:40:20CERRO PACIFIC WEALTH ADVISORS LLC $302.17M
2132025-01-17 16:38:35NEW CENTURY FINANCIAL GROUP LLC $235.21M
2142025-01-17 16:31:27FCG INVESTMENT CO $164.38M
2152025-01-17 16:29:50MARKS WEALTH LLC $207.75M
2162025-01-17 16:29:21RED DOOR WEALTH MANAGEMENT LLC $653.24M
2172025-01-17 16:28:25PRIVATE WEALTH GROUP LLC $204.54M
2182025-01-17 16:27:54IVC WEALTH ADVISORS LLC $178.75M
2192025-01-17 16:26:23ARKANSAS FINANCIAL GROUP INC $619.08M
2202025-01-17 16:25:39W E DONOGHUE CO LLC $298.99M
2212025-01-17 16:23:32MADRONA FINANCIAL SERVICES LLC $367.22M
2222025-01-17 16:20:37GALVIN GAUSTAD AND STEIN LLC $1.12B
2232025-01-17 16:17:55INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORP $162.61M
2242025-01-17 16:17:41VANTAGEPOINT INVESTMENT ADVISERS LLC $624.15M
2252025-01-17 16:16:17CAPITAL PLANNING ADVISORS LLC $647.52M
2262025-01-17 16:15:46CARDINAL CAPITAL MANAGEMENT INC $2.94B
2272025-01-17 16:14:26CEDAR POINT CAPITAL PARTNERS LLC $147.76M
2282025-01-17 16:14:07EDGE FINANCIAL ADVISORS LLC $111.94M
2292025-01-17 16:13:01CWM ADVISORS LLC $893.59M
2302025-01-17 16:12:42GOLDSTEIN ADVISORS LLC $688.62M
2312025-01-17 16:11:45FIDUCIARY FAMILY OFFICE LLC $339.88M
2322025-01-17 16:08:57NEW HARBOR FINANCIAL GROUP LLC $339.88M
2332025-01-17 16:08:22TRUST CO OF OKLAHOMA $312.90M
2342025-01-17 16:06:01MARKET STREET WEALTH MANAGEMENT ADVISORS LLC $595.71M
2352025-01-17 15:58:30RALEIGH CAPITAL MANAGEMENT INC $259.47M
2362025-01-17 15:50:35ADIRONDACK TRUST CO $261.89M
2372025-01-17 15:47:11MUSTARD SEED FINANCIAL LLC $123.07M
2382025-01-17 15:46:12MARATHON STRATEGIC ADVISORS LLC $92.44M
2392025-01-17 15:45:46GRANGER MANAGEMENT LLC $439.95M
2402025-01-17 15:44:13D B ROOT COMPANY LLC $314.42M
2412025-01-17 15:41:00MUTUAL ADVISORS LLC $3.46B
2422025-01-17 15:30:29RIVERBRIDGE PARTNERS LLC $7.33B
2432025-01-17 15:26:09FIRST PREMIER BANK $392.81K
2442025-01-17 15:23:37ASSET PLANNING SERVICES INC LA ADV $205.10K
2452025-01-17 15:18:35ECHO45 ADVISORS LLC $152.31M
2462025-01-17 14:50:47WESBANCO BANK INC $2.93B
2472025-01-17 14:41:00HUDSON CAPITAL MANAGEMENT LLC $321.79M
2482025-01-17 14:40:26XR SECURITIES LLC $5.35M
2492025-01-17 14:40:00ROTHSCHILD CO WEALTH MANAGEMENT UK LTD $5.69B
2502025-01-17 14:29:43OLISTICO WEALTH LLC $171.97M
2512025-01-17 14:18:07TRUE NORTH ADVISORS LLC $424.20M
2522025-01-17 14:11:29WENDELL DAVID ASSOCIATES INC $1.01M
2532025-01-17 14:09:33TRAYNOR CAPITAL MANAGEMENT INC $1.50B
2542025-01-17 14:03:20SMI ADVISORY SERVICES LLC $433.41M
2552025-01-17 14:02:35INDEPENDENT WEALTH NETWORK INC $246.48M
2562025-01-17 13:57:59GOALVEST ADVISORY LLC $364.65M
2572025-01-17 13:48:37REDMONT WEALTH ADVISORS LLC $57.89M
2582025-01-17 13:48:31EAGLE CAPITAL MANAGEMENT LLC LA $247.93K
2592025-01-17 13:48:27SG AMERICAS SECURITIES LLC $24.38M
2602025-01-17 13:43:30BAKER ELLIS ASSET MANAGEMENT LLC $679.64M
2612025-01-17 13:27:05JANNEY CAPITAL MANAGEMENT LLC $1.51M
2622025-01-17 13:23:45JANNEY MONTGOMERY SCOTT LLC $36.08M
2632025-01-17 13:23:15BDF GESTION $974.79M
2642025-01-17 13:06:56CORUNDUM TRUST COMPANY INC $33.31M
2652025-01-17 13:04:44BARTLETT & CO WEALTH MANAGEMENT LLC $6.89B
2662025-01-17 13:04:34LAKE HILLS WEALTH MANAGEMENT LLC $146.44M
2672025-01-17 12:59:47DUPONT CAPITAL MANAGEMENT CORP $1.07B
2682025-01-17 12:57:14WESTSIDE INVESTMENT MANAGEMENT INC $474.50M
2692025-01-17 12:50:42CETERA TRUST COMPANY NA $154.02M
2702025-01-17 12:42:36PARK PLACE CAPITAL CORP $357.21M
2712025-01-17 12:36:51R H DINEL INVESTMENT COUNSEL INC $149.80M
2722025-01-17 12:29:43VIKING FUND MANAGEMENT LLC $642.29M
2732025-01-17 12:28:35GLOBAL TRUST ASSET MANAGEMENT LLC $263.66M
2742025-01-17 12:27:23SILCHESTER INTERNATIONAL INVESTORS LLP $812.79M
2752025-01-17 12:25:55ADVISORY ALPHA LLC $2.81B
2762025-01-17 12:19:57WEST BRANCH CAPITAL LLC $313.49M
2772025-01-17 12:19:06NORTHLANDING FINANCIAL PARTNERS LLC $99.11M
2782025-01-17 12:17:47MBM WEALTH CONSULTANTS LLC $335.91M
2792025-01-17 12:16:08MISSOURI TRUST & INVESTMENT CO $284.91M
2802025-01-17 12:16:00KRAFT ASSET MANAGEMENT LLC $129.47M
2812025-01-17 12:15:32SHARP FINANCIAL SERVICES LLC $131.75M
2822025-01-17 12:13:42ROLEK WEALTH MANAGEMENT LLC $127.60M
2832025-01-17 12:11:31PHILLIPS WEALTH PLANNERS LLC $100.14M
2842025-01-17 12:06:59EVOLUTION WEALTH ADVISORS LLC $597.81M
2852025-01-17 12:06:47PARAGON FINANCIAL PARTNERS INC $132.81M
2862025-01-17 12:04:46PARADIEM LLC $372.40M
2872025-01-17 12:03:27WALL STREET ACCESS ASSET MANAGEMENT LLC $264.94M
2882025-01-17 12:02:43MARINO STRAM ASSOCIATES LLC $451.92M
2892025-01-17 11:59:28MAGNUS FINANCIAL GROUP LLC $1.04B
2902025-01-17 11:58:25DAYMARK WEALTH PARTNERS LLC $2.37B
2912025-01-17 11:57:18LIFEGUIDE FINANCIAL ADVISORS LLC $233.13M
2922025-01-17 11:54:34LUTS & GREENLEIGH GROUP INC $101.23M
2932025-01-17 11:52:40INVESTMENT ADVISORY GROUP LLC $298.63M
2942025-01-17 11:48:11FINLEY FINANCIAL LLC $192.17M
2952025-01-17 11:47:12MADISON PARK CAPITAL ADVISORS LLC $125.37M
2962025-01-17 11:46:27PHOENIX WEALTH ADVISORS $230.56M
2972025-01-17 11:45:19FORTHRIGHT WEALTH MANAGEMENT LLC $300.00M
2982025-01-17 11:42:49MELFA WEALTH MANAGEMENT LLC $149.54M
2992025-01-17 11:39:36ALBION FINANCIAL GROUP UT $1.46B
3002025-01-17 11:38:29ERTS WEALTH ADVISORS LLC $529.95M
3012025-01-17 11:35:52EAGLE WEALTH STRATEGIES LLC $138.05M
3022025-01-17 11:30:36STERLING INVESTMENT MANAGEMENT INC $127.37M
3032025-01-17 11:30:23OAKMONT PARTNERS LLC $4.35B
3042025-01-17 11:26:13COREPATH WEALTH PARTNERS LLC $102.62M
3052025-01-17 11:24:52DAVIS CAPITAL MANAGEMENT $122.76M
3062025-01-17 11:24:23WELL DONE LLC $546.40M
3072025-01-17 11:22:42BOURNE LENT ASSET MANAGEMENT INC $262.33M
3082025-01-17 11:20:43BRAUN BOSTICH ASSOCIATES INC $138.76M
3092025-01-17 11:18:54BARLOW WEALTH PARTNERS INC $790.19M
3102025-01-17 11:18:26XML FINANCIAL LLC $1.09B
3112025-01-17 11:17:08AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $141.68M
3122025-01-17 11:09:04ALL STARS INVESTMENT LTD $273.06M
3132025-01-17 11:07:18NISA INVESTMENT ADVISORS LLC $25.79B
3142025-01-17 11:00:15SOUTHERN FARM BUREAU LIFE INSURANCE $703.92K
3152025-01-17 10:49:53BEAUMONT FINANCIAL ADVISORS LLC $1.33B
3162025-01-17 10:44:15MCF ADVISORS LLC $1.42B
3172025-01-17 10:37:26WHITE PINE INVESTMENT CO $370.23K
3182025-01-17 10:34:57CAPSTONE WEALTH MANAGEMENT LLC $102.36M
3192025-01-17 10:22:53MIRABAUD & CIE SA $311.62M
3202025-01-17 10:21:02TRAPHAGEN INVESTMENT ADVISORS LLC $983.04M
3212025-01-17 10:19:34GENESIS PRIVATE WEALTH LLC $181.44M
3222025-01-17 10:10:57MASSEY QUICK CO LLC $1.67B
3232025-01-17 10:10:20GREENHAVEN ASSOCIATES INC $6.76B
3242025-01-17 10:08:31RED SPRUCE CAPITAL LLC $225.31M
3252025-01-17 10:05:54SHEETS SMITH WEALTH MANAGEMENT $819.31M
3262025-01-17 09:53:36PROQUILITY PRIVATE WEALTH PARTNERS LLC $310.49M
3272025-01-17 09:45:35BOURGEON CAPITAL MANAGEMENT LLC $535.55M
3282025-01-17 09:41:12OLYMPUS WEALTH MANAGEMENT LLC $274.66M
3292025-01-17 09:18:07TEXAS COUNTY & DISTRICT RETIREMENT SYSTEM $96.13M
3302025-01-17 08:55:36ASPIRE PRIVATE CAPITAL LLC $403.21M
3312025-01-17 08:51:45TIDE COVE CAPITAL PARTNERS LLC $133.55M
3322025-01-17 08:49:24VERUM PARTNERS LLC $347.45M
3332025-01-17 08:47:35PERFROMANCE WEALTH PARTNERS LLC $3.11B
3342025-01-17 08:45:45OXINAS PARTNERS WEALTH MANAGEMENT LLC $170.59M
3352025-01-17 08:44:00OCTAVIA WEALTH ADVISORS LLC $824.14M
3362025-01-17 08:37:42COMMONS CAPITAL LLC $110.64M
3372025-01-17 08:22:35BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO $801.65K
3382025-01-17 06:30:02TB ALTERNATIVE ASSETS LTD $388.38M
3392025-01-17 06:24:31PERPETUAL LTD $8.52B
3402025-01-17 06:11:03FORT WASHINGTON INVESTMENT ADVISORS INC OH $16.75B
3412025-01-16 20:55:28HOWARD CAPITAL MANAGEMENT GROUP LLC $1.46B
3422025-01-16 20:51:55ROBERTS WEALTH ADVISORS LLC $329.13M
3432025-01-16 20:44:00JBGLOBALCOM LLC $94.66M
3442025-01-16 20:29:21FARRELL FINANCIAL LLC $139.87M
3452025-01-16 20:10:41ENCLAVE ADVISORS LLC $607.73M
3462025-01-16 20:06:37ACT WEALTH MANAGEMENT LLC $213.90M
3472025-01-16 20:01:39WALL STREET FINANCIAL GROUP INC $102.36M
3482025-01-16 19:36:58PLANNED SOLUTIONS INC $247.87M
3492025-01-16 19:03:48LAKEHOUSE CAPITAL PTY LTD $148.33K
3502025-01-16 18:49:17MOGY JOEL R INVESTMENT COUNSEL INC $1.68B
3512025-01-16 18:47:44EXCHANGE BANK $124.37M
3522025-01-16 18:29:58ATOMI FINANCIAL GROUP INC $1.98B
3532025-01-16 18:23:31SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC $112.01M
3542025-01-16 18:17:43GREAT WATERS WEALTH MANAGEMENT $779.31M
3552025-01-16 18:11:40MONTEREY PRIVATE WEALTH INC $303.29M
3562025-01-16 18:03:57LIFEPLAN FINANCIAL LLC $113.18M
3572025-01-16 17:55:32CAPRICORN FUND MANAGERS LTD $224.67M
3582025-01-16 17:49:27AMI ASSET MANAGEMENT CORP $1.88B
3592025-01-16 17:47:21PRAIRIE SKY FINANCIAL GROUP LLC $163.05M
3602025-01-16 17:37:29CARNICK KUBIK GROUP LLC $1.80B
3612025-01-16 17:37:01CHESLEY TAFT ASSOCIATES LLC IL $2.15B
3622025-01-16 17:36:33ALPHA CUBED INVESTMENTS LLC $2.19B
3632025-01-16 17:34:08CAMELOT TECHNOLOGY ADVISORS INC $110.47M
3642025-01-16 17:33:31TARBOX GROUP INC $606.29M
3652025-01-16 17:32:57LOCKERMAN FINANCIAL GROUP INC $58.75M
3662025-01-16 17:32:37PROSPERITY PLANNING INC $312.04M
3672025-01-16 17:32:06COURAGE MILLER PARTNERS LLC $292.07M
3682025-01-16 17:31:55CLEAR HARBOR ASSET MANAGEMENT LLC $1.25B
3692025-01-16 17:31:47ADE LLC $162.89M
3702025-01-16 17:31:22SEGMENT WEALTH MANAGEMENT LLC $1.47B
3712025-01-16 17:29:36DAVIES FINANCIAL ADVISORS INC $117.52M
3722025-01-16 17:29:11MITCHELL AND PAHLPRIVATE WEALTH LLC $214.08M
3732025-01-16 17:27:25REZNY WEALTH MANAGEMENT INC $407.22M
3742025-01-16 17:27:03FIRST UNITED BANK TRUST $275.32M
3752025-01-16 17:23:41CHARLES SCHWAB TRUST CO $1.16B
3762025-01-16 17:23:15LMCG INVESTMENTS LLC $1.63B
3772025-01-16 17:23:13TRUST ASSET MANAGEMENT LLC $1.28B
3782025-01-16 17:14:24KILEY JUERGENS WEALTH MANAGEMENT LLC $399.15M
3792025-01-16 17:14:06LEGAL ADVANTAGE INVESTMENTS INC $189.15M
3802025-01-16 17:12:03SOLIDARILTY WEALTH LLC $383.84M
3812025-01-16 17:09:22AMERICAN ASSET MANAGEMENT INC $98.36M
3822025-01-16 17:08:09HAMLIN CAPITAL MANAGEMENT LLC $4.04B
3832025-01-16 17:07:43ASPIRIANT LLC $2.77B
3842025-01-16 16:58:21BROOKMONT CAPITAL MANAGEMENT $187.09M
3852025-01-16 16:52:18A R SCHMEIDLER CO INC $1.11B
3862025-01-16 16:47:37CROSSMARK GLOBAL HOLDINGS INC $5.49M
3872025-01-16 16:39:55MAD RIVER INVESTORS $215.20K
3882025-01-16 16:39:03ROYAL FUND MANAGEMENT LLC $1.07B
3892025-01-16 16:36:24CHESAPEAKE WEALTH MANAGEMENT $291.57M
3902025-01-16 16:36:18RELIANT INVESTMENT MANAGEMENT LLC $226.33M
3912025-01-16 16:32:34SUGAR MAPLE ASSET MANAGEMENT LLC $131.44M
3922025-01-16 16:31:18LAM GROUP INC $140.23M
3932025-01-16 16:30:43BALLENTINE PARTNERS LLC $5.84B
3942025-01-16 16:26:29SEVEN POST INVESTMENT OFFICE LP $261.23M
3952025-01-16 16:25:57ATWOOD PALMER INC $1.46B
3962025-01-16 16:25:08CANNAE HOLDINGS INC (CNNE) $1.22B
3972025-01-16 16:23:59PORTMAN SQUARE CAPITAL LLP $2.79B
3982025-01-16 16:22:28MARTEL WEALTH ADVISORS INC $512.09M
3992025-01-16 16:17:43GENESIS INVESTMENT MANAGEMENT LLP $91.08M
4002025-01-16 16:13:19CULBERTSON A N CO INC $628.69M
4012025-01-16 16:10:25ZWJ INVESTMENT COUNSEL INC $2.42B
4022025-01-16 16:01:04ADDENDA CAPITAL INC $2.83B
4032025-01-16 16:00:12SPARTA 24 LTD $80.48M
4042025-01-16 15:52:20ABACUS WEALTH PARTNERS LLC $669.70M
4052025-01-16 15:41:55NEW HAMPSHIRE TRUST $474.62M
4062025-01-16 15:40:31BONNESS ENTERPRISES INC $285.04M
4072025-01-16 15:39:59CMH WEALTH MANAGEMENT LLC $436.60M
4082025-01-16 15:32:11KOSHINSKI ASSET MANAGEMENT INC $1.17B
4092025-01-16 15:31:42LEONARD RICKEY INVESTMENT ADVISORS P L L C $434.26M
4102025-01-16 15:11:04PURE FINANCIAL ADVISORS INC $4.40B
4112025-01-16 15:04:11TUDOR FINANCIAL INC $170.97M
4122025-01-16 14:55:34PRIEBE WEALTH HOLDINGS LLC $147.54M
4132025-01-16 14:45:09ULLAND INVESTMENT ADVISORS LLC $156.83K
4142025-01-16 14:35:33CENTRAL BANK TRUST CO $660.65M
4152025-01-16 14:34:16SOWA FINANCIAL GROUP INC $159.71M
4162025-01-16 14:17:15COLORADO CAPITAL MANAGEMENT INC $206.50K
4172025-01-16 14:07:27HARBOR INVESTMENT ADVISORY LLC $1.07B
4182025-01-16 14:04:56GEMMER ASSET MANAGEMENT LLC $1.02B
4192025-01-16 13:58:02HOESE AND CO LLP $115.20M
4202025-01-16 13:49:56HBC FINANCIAL SERVICES PLLC $163.20K
4212025-01-16 13:45:25SKY INVESTMENT GROUP LLC $546.30M
4222025-01-16 13:40:25MOUNTAIN PACIFIC INVESTMENT ADVISERS INC ID $1.42B
4232025-01-16 13:36:39WEALTHQUEST CORP $17.87M
4242025-01-16 13:36:37AMPLIUS WEALTH ADVISORS LLC $975.30M
4252025-01-16 13:36:05PRAIRIEWOOD CAPITAL LLC $234.11M
4262025-01-16 13:35:06AURORA INVESTMENT MANAGERS LLC $159.35K
4272025-01-16 13:23:32LAFLEUR GODFREY LLC $729.49M
4282025-01-16 13:21:07OVERBROOK MANAGEMENT CORP $464.30M
4292025-01-16 13:19:45UNION SAVINGS BANK $203.38M
4302025-01-16 13:18:35LIONSBRIDGE WEALTH MANAGEMENT LLC $119.13M
4312025-01-16 13:17:18COVE PRIVATE WEALTH LLC $166.48M
4322025-01-16 13:16:38MITCHELL MCLEOD PUGH WILLIAMS INC $476.50M
4332025-01-16 13:15:57ZHANG FINANCIAL LLC $1.75B
4342025-01-16 13:14:43SHORE POINT ADVISORS LLC $185.96M
4352025-01-16 13:10:05BRICKTOWN CAPITAL LLC $478.98M
4362025-01-16 13:05:39GUINNESS ATKINSON ASSET MANAGEMENT INC $196.10M
4372025-01-16 12:57:56GUINNESS ASSET MANAGEMENT LTD $5.32B
4382025-01-16 12:56:58CB T WEALTH MANAGEMENT $267.80M
4392025-01-16 12:49:24MASSMUTUAL TRUST CO FSB ADV $3.56B
4402025-01-16 12:44:13PURUS WEALTH MANAGEMENT LLC $252.74M
4412025-01-16 12:38:00MERITAS WEALTH MANAGEMENT LLC $166.22M
4422025-01-16 12:37:02PENN DAVIS MCFARLAND INC $918.78M
4432025-01-16 12:30:29BIGSUR WEALTH MANAGEMENT LLC $349.94M
4442025-01-16 12:24:23ERVIN INVESTMENT MANAGEMENT LLC $154.98M
4452025-01-16 12:21:11TRUE LINK FINANCIAL ADVISORS LLC $1.19B
4462025-01-16 12:00:17BREMER BANK NATIONAL ASSOCIATION $505.51M
4472025-01-16 11:57:49UMB BANK N A MO $6.32B
4482025-01-16 11:42:15AHL INVESTMENT MANAGEMENT INC $142.85M
4492025-01-16 11:38:42BLUESKY WEALTH ADVISORS LLC $639.68M
4502025-01-16 11:32:07STRONG TOWER ADVISORY SERVICES $383.23M
4512025-01-16 11:31:36CAPITAL WEALTH MANAGEMENT LLC $233.29M
4522025-01-16 11:30:25KANEN WEALTH MANAGEMENT LLC $268.74M
4532025-01-16 11:30:05ONYX FINANCIAL ADVISORS LLC $182.28M
4542025-01-16 11:29:42LEE JOHNSON CAPITAL MANAGEMENT LLC $189.50M
4552025-01-16 11:29:18FLC CAPITAL ADVISORS $434.52M
4562025-01-16 11:27:49SFG WEALTH MANAGEMENT LLC $190.58M
4572025-01-16 11:26:53DLK INVESTMENT MANAGEMENT LLC $239.23M
4582025-01-16 11:26:33STOKES CAPITAL ADVISORS LLC $387.16M
4592025-01-16 11:26:04MCCARTHY & COX $288.16M
4602025-01-16 11:25:41MALTIN WEALTH MANAGEMENT INC $203.54M
4612025-01-16 11:25:13BAUGH ASSOCIATES LLC $192.93M
4622025-01-16 11:24:43BRIDGEWATER ADVISORS INC $958.00M
4632025-01-16 11:24:15FLOWER CITY CAPITAL $163.46M
4642025-01-16 11:23:34UNCOMMON CENTS INVESTING LLC $335.84M
4652025-01-16 11:23:10AMI INVESTMENT MANAGEMENT INC $307.73M
4662025-01-16 11:22:45WEALTH MANAGEMENT PARTNERS LLC $231.73M
4672025-01-16 11:21:56ACCESS FINANCIAL SERVICES INC $224.51M
4682025-01-16 11:21:27SARASIN PARTNERS LLP $9.06B
4692025-01-16 11:20:45LPF ADVISORS LLC $119.54M
4702025-01-16 11:20:20COMMUNITY BANK OF RAYMORE $127.19M
4712025-01-16 11:18:34ME ALLISON & CO INC $90.74M
4722025-01-16 11:18:02OLDFATHER FINANCIAL SERVICES LLC $262.47M
4732025-01-16 11:18:00WOOSTER CORTHELL WEALTH MANAGEMENT INC $459.43M
4742025-01-16 11:17:28SYSTRADE AG $58.61M
4752025-01-16 11:16:55FOCUS WEALTH ADVISORS LLC $188.50M
4762025-01-16 11:16:26THRIVE WEALTH MANAGEMENT LLC $556.14M
4772025-01-16 11:15:44IRONWOOD FINANCIAL LLC $476.70M
4782025-01-16 11:11:49WILLNER & HELLER LLC $114.16M
4792025-01-16 11:11:08SCHWAB CHARITABLE FUND $4.40B
4802025-01-16 11:10:43CALIFORNIA CAPITAL ADVISORS INC $229.34M
4812025-01-16 11:09:49TRUEBLOOD WEALTH MANAGEMENT LLC $202.91M
4822025-01-16 11:09:23SCOTT CAPITAL ADVISORS LLC $347.89M
4832025-01-16 11:09:16FINANCIAL FREEDOM LLC $189.67M
4842025-01-16 11:08:46DIVERGENT PLANNING LLC $292.41M
4852025-01-16 11:08:02PILLAR WEALTH ADVISORS LLC $0.00
4862025-01-16 11:07:26MECHANICS BANK TRUST DEPARTMENT $750.31M
4872025-01-16 11:06:53LINCOLN CAPITAL LLC $475.67M
4882025-01-16 11:06:33SEILERN INVESTMENT MANAGEMENT LTD $1.75B
4892025-01-16 11:06:28DIVERSIFY ADVISORY SERVICES LLC $1.81B
4902025-01-16 11:05:50PINE HAVEN INVESTMENT COUNSEL INC $121.68M
4912025-01-16 11:05:26DIVERSIFY WEALTH MANAGEMENT LLC $1.28B
4922025-01-16 11:04:49GUARDIAN INVESTMENT MANAGEMENT $140.11M
4932025-01-16 11:04:18LVW ADVISORS LLC $830.55M
4942025-01-16 11:03:52ELDRED ROCK PARTNERS LLC $291.28M
4952025-01-16 11:03:26TERRA NOVA ASSET MANAGEMENT LLC $131.32M
4962025-01-16 11:03:01GILMAN HILL ASSET MANAGEMENT LLC $574.36M
4972025-01-16 10:51:58SMART MONEY GROUP LLC $289.62M
4982025-01-16 10:51:37CITY HOLDING CO $705.59M
4992025-01-16 10:47:13ELLSWORTH ADVISORS LLC $381.50M
5002025-01-16 10:43:16ROUNDANGLE ADVISORS LLC $105.01M
5012025-01-16 10:42:42RIVERTREE ADVISORS LLC $152.22M
5022025-01-16 10:42:15SUCCESSFUL PORTFOLIOS LLC $149.47M
5032025-01-16 10:41:51ANNEX ADVISORY SERVICES LLC $3.32B
5042025-01-16 10:41:24ARIOSE CAPITAL MANAGEMENT LTD $120.80M
5052025-01-16 10:40:58EVANSON ASSET MANAGEMENT LLC $1.46B
5062025-01-16 10:40:18MANDATUM LIFE INSURANCE CO LTD $337.35M
5072025-01-16 10:37:21HALL LAURIE J TRUSTEE $304.67K
5082025-01-16 10:25:54TL PRIVATE WEALTH $223.33M
5092025-01-16 10:23:24KENNICOTT CAPITAL MANAGEMENT LLC $194.54M
5102025-01-16 10:21:17CAMBRIDGE ADVISORS INC $448.00M
5112025-01-16 10:19:01BERNARDO WEALTH PLANNING LLC $417.96M
5122025-01-16 10:18:48DELTA CAPITAL MANAGEMENT LLC $175.10M
5132025-01-16 10:13:57RENAISSANCE INVESTMENT GROUP LLC $473.73M
5142025-01-16 10:11:17MY LEGACY ADVISORS LLC $257.63M
5152025-01-16 10:10:03POLIANTA LTD $209.29K
5162025-01-16 10:09:29MAIDEN COVE CAPITAL LLC $55.42M
5172025-01-16 10:07:52ARTEMIS INVESTMENT MANAGEMENT LLP $7.02B
5182025-01-16 10:05:56CONSTELLATION INVESTIMENTOS E PARTICIPACOES LTDA $103.37M
5192025-01-16 10:02:09GLOBAL WEALTH MANAGEMENT LLC $156.64M
5202025-01-16 09:59:38MOULTON WEALTH MANAGEMENT INC $130.22M
5212025-01-16 09:52:24BAYSHORE ASSET MANAGEMENT LLC $217.66M
5222025-01-16 09:42:37CLIENT 1ST ADVISORY GROUP LLC $259.89M
5232025-01-16 09:41:18CASCADE INVESTMENT GROUP INC $139.82M
5242025-01-16 09:38:39KAYDAN WEALTH MANAGEMENT INC $300.81M
5252025-01-16 09:36:40COCONUT GROVE BANK $720.48M
5262025-01-16 09:35:56BRADY MARTZ WEALTH SOLUTIONS LLC $414.54M
5272025-01-16 09:31:08BALLAST INC $349.79M
5282025-01-16 09:25:51MURPHY MIDDLETON HINKLE PARKER INC $177.00M
5292025-01-16 09:21:12STEIGERWALD GORDON AND KOCH INC $885.11M
5302025-01-16 09:17:13LBMC INVESTMENT ADVISORS LLC $1.27B
5312025-01-16 09:13:38ARBOR TRUST WEALTH ADVISORS LLC $213.46M
5322025-01-16 08:37:59LIBERTY ONE INVESTMENT MANAGEMENT LLC $922.96M
5332025-01-16 07:49:55JAPAN POST HOLDINGS CO LTD $5.41B
5342025-01-16 06:44:54TMT GENERAL PARTNER LTD $218.51M
5352025-01-16 06:08:12SEATOWN HOLDINGS PTE LTD $145.74M
5362025-01-15 21:09:33ROMANO BROTHERS AND COMPANY $792.45M
5372025-01-15 20:49:49MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC $298.39M
5382025-01-15 20:07:25MISSION HILLS FINANCIAL ADVISORY LLC $128.87M
5392025-01-15 19:25:22CADINHA CO LLC $602.80M
5402025-01-15 19:13:59PERKINS COIE TRUST CO $454.44M
5412025-01-15 18:50:35STILLWATER CAPITAL ADVISORS LLC $808.52M
5422025-01-15 18:39:00CLARIUS GROUP LLC $1.46B
5432025-01-15 17:27:33WEALTHBRIDGE INVESTMENT COUNSEL INC $272.50K
5442025-01-15 17:24:41NEXUS INVESTMENT MANAGEMENT INC $999.66M
5452025-01-15 17:18:22WALKER FINANCIAL SERVICES INC $172.05M
5462025-01-15 17:15:14ASTORIA PORTFOLIO ADVISORS LLC $280.48M
5472025-01-15 17:13:38BALLEW ADVISORS INC $156.73M
5482025-01-15 17:10:05KERA CAPITAL PARTNERS INC $347.37M
5492025-01-15 17:06:31SMITH SALLEY ASSOCIATES $1.56B
5502025-01-15 17:03:40JOULE FINANCIAL LLC $282.87M
5512025-01-15 16:59:18OAK RIDGE INVESTMENTS LLC $1.27B
5522025-01-15 16:59:17J2 CAPITAL MANAGEMENT INC $106.57M
5532025-01-15 16:56:45PLATT INVESTMENT COUNSEL LLC $104.79M
5542025-01-15 16:55:35GENWEALTH GROUP INC $439.33M
5552025-01-15 16:54:55HF ADVISORY GROUP LLC $217.55M
5562025-01-15 16:53:52MERIDIAN FINANCIAL LLC $144.79M
5572025-01-15 16:53:02WHITAKER MYERS WEALTH MANAGERS LTD $342.97M
5582025-01-15 16:52:40BNC WEALTH MANAGEMENT LLC $304.02M
5592025-01-15 16:52:13AVALON ADVISORY GROUP $219.01M
5602025-01-15 16:50:37PORTSIDE WEALTH GROUP LLC $578.26M
5612025-01-15 16:50:11SANDY COVE ADVISORS LLC $254.60M
5622025-01-15 16:48:16WEALTH ALLIANCE ADVISORY GROUP LLC $473.08M
5632025-01-15 16:47:41GRIDIRON PARTNERS LLC $157.86M
5642025-01-15 16:45:53BOWMAN & CO S C $193.58M
5652025-01-15 16:44:50MOSS ADAMS WEALTH ADVISORS LLC $946.18M
5662025-01-15 16:43:09CHOICE WEALTH ADVISORS LLC $195.82M
5672025-01-15 16:41:57MONARCH CAPITAL MANAGEMENT INC $365.15M
5682025-01-15 16:41:24IAM ADVISORY LLC $394.59M
5692025-01-15 16:39:45SAFIR WEALTH ADVISORS LLC $129.66M
5702025-01-15 16:38:21RIVERSEDGE ADVISORS LLC $442.33M
5712025-01-15 16:37:48SANDBOX FINANCIAL PARTNERS LLC $299.87M
5722025-01-15 16:35:54FINANCIAL ADVISORS LLC $521.28M
5732025-01-15 16:32:54AVENUE 1 ADVISORS LLC $261.30M
5742025-01-15 16:32:53UDINE WEALTH MANAGEMENT INC $155.68M
5752025-01-15 16:30:49ORGEL WEALTH MANAGEMENT LLC $3.83B
5762025-01-15 16:29:15TAYLOR & MORGAN WEALTH MANAGEMENT LLC $142.32M
5772025-01-15 16:28:35HERBST GROUP LLC $160.40M
5782025-01-15 16:28:11FINANCIAL MANAGEMENT PROFESSIONALS INC $791.09M
5792025-01-15 16:26:33JACKSON SQUARE CAPITAL LLC $414.98M
5802025-01-15 16:25:52RAUB BROCK CAPITAL MANAGEMENT LP $470.63M
5812025-01-15 16:25:19TCP ASSET MANAGEMENT LLC $453.46M
5822025-01-15 16:24:48TRIANGLE SECURITIES WEALTH MANAGEMENT $389.86M
5832025-01-15 16:22:24KRILOGY FINANCIAL LLC $1.50B
5842025-01-15 16:21:31CLIENT FIRST INVESTMENT MANAGEMENT LLC $155.57M
5852025-01-15 16:15:42HANSEATIC MANAGEMENT SERVICES INC $78.75M
5862025-01-15 16:15:40TRUWEALTH ADVISORS LLC $1.66B
5872025-01-15 15:43:17SARA BAY FINANCIAL $269.79M
5882025-01-15 15:41:03FINANCIAL & TAX ARCHITECTS LLC $392.64M
5892025-01-15 15:32:32KRS CAPITAL MANAGEMENT LLC $141.47M
5902025-01-15 15:30:36WALLINGTON ASSET MANAGEMENT LLC $691.97K
5912025-01-15 15:24:37WESTEND CAPITAL MANAGEMENT LLC $336.90M
5922025-01-15 15:23:34GOALFUSION WEALTH MANAGEMENT LLC $183.47M
5932025-01-15 15:20:55AMERITAS ADVISORY SERVICES LLC $2.90B
5942025-01-15 15:20:41KCK LTD $74.96M
5952025-01-15 15:14:05HB WEALTH MANAGEMENT LLC $9.79B
5962025-01-15 15:11:41HUBBELL STRICKLAND WEALTH MANAGEMENT LLC $210.95M
5972025-01-15 15:00:21TRUST CO OF VERMONT $2.06B
5982025-01-15 14:54:19MONUMENT GROUP WEALTH ADVISORS LLC $141.25M
5992025-01-15 14:52:01VALUE HOLDINGS MANAGEMENT CO LLC $571.69K
6002025-01-15 14:51:23CHERRYDALE WEALTH MANAGEMENT LLC $258.49M
6012025-01-15 14:47:42SHELTON WEALTH MANAGEMENT LLC $193.36M
6022025-01-15 14:39:18GILL CAPITAL PARTNERS LLC $278.91M
6032025-01-15 14:29:34PRYSM CAPITAL L P $10.26M
6042025-01-15 14:23:40GARRETT INVESTMENT ADVISORS LLC $1.02B
6052025-01-15 14:23:25PREMIER PATH WEALTH PARTNERS LLC $656.17M
6062025-01-15 14:20:41SIB LLC $189.84M
6072025-01-15 14:15:50COHEN KLINGENSTEIN LLC $2.92B
6082025-01-15 13:52:08STONEKEEP INVESTMENTS LLC $134.28M
6092025-01-15 13:50:15BTS ASSET MANAGEMENT INC $100.09M
6102025-01-15 13:48:07GALIBIER CAPITAL MANAGEMENT LTD $350.27M
6112025-01-15 13:39:57SANIBEL CAPTIVA TRUST COMPANY INC $3.13B
6122025-01-15 13:30:14SPRING CAPITAL MANAGEMENT LLC $167.49M
6132025-01-15 13:29:18TRUST CO OF KANSAS $208.25K
6142025-01-15 13:17:16FARMERS MERCHANTS TRUST CO OF LONG BEACH $402.71M
6152025-01-15 13:04:55MASON & ASSOCIATES LLC $334.81M
6162025-01-15 13:00:29HOWARD FINANCIAL SERVICES LTD $735.13M
6172025-01-15 13:00:27ALHAMBRA INVESTMENT PARTNERS LLC $194.97M
6182025-01-15 13:00:13VERITY VERITY LLC $1.10B
6192025-01-15 12:43:47LUMMIS ASSET MANAGEMENT LP $78.93M
6202025-01-15 12:39:49INTEGRATED INVESTMENT CONSULTANTS LLC $498.78M
6212025-01-15 12:31:38ARKADIOS WEALTH ADVISORS $1.83B
6222025-01-15 12:27:48INTRACK INVESTMENT MANAGEMENT INC $143.32M
6232025-01-15 12:23:55DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC $137.05M
6242025-01-15 12:23:09SHIKIAR ASSET MANAGEMENT INC $377.54K
6252025-01-15 12:08:34LAKE STREET FINANCIAL LLC $625.92M
6262025-01-15 12:08:13CANOE FINANCIAL LP $6.14B
6272025-01-15 12:07:03TRIUM CAPITAL LLP $705.04K
6282025-01-15 12:06:21SELECTIVE WEALTH MANAGEMENT INC $264.75M
6292025-01-15 12:00:36DB FITZPATRICK & CO INC $108.80M
6302025-01-15 11:57:38ATWATER MALICK LLC $298.50M
6312025-01-15 11:55:42B T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT $545.58M
6322025-01-15 11:54:56DAKOTA COMMUNITY BANK & TRUST NA $21.03M
6332025-01-15 11:48:31HOLLAND ADVISORY SERVICES INC $76.59M
6342025-01-15 11:47:02TRUEWEALTH ADVISORS LLC $299.61M
6352025-01-15 11:43:46FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC $954.43M
6362025-01-15 11:39:03TRIVANT CUSTOM PORTFOLIO GROUP LLC $171.29M
6372025-01-15 11:38:14ARTHUR M COHEN ASSOCIATES LLC $564.37M
6382025-01-15 11:31:18STATE OF WISCONSIN BOARD OF COMMISSIONERS OF PUBLIC LANDS $156.62M
6392025-01-15 11:31:14RETIREMENT WEALTH SOLUTIONS LLC $118.28M
6402025-01-15 11:29:00LONGVIEW WEALTH MANAGEMENT $328.11M
6412025-01-15 11:12:08O'KEEFE STEVENS ADVISORY INC $323.45M
6422025-01-15 11:09:36SKOPOS LABS INC $335.56M
6432025-01-15 11:03:21WHITENER CAPITAL MANAGEMENT INC $356.93M
6442025-01-15 10:55:25HELEN STEPHENS GROUP LLC $337.40M
6452025-01-15 10:51:30DEFINED WEALTH MANAGEMENT LLC $150.95M
6462025-01-15 10:50:26CRANBROOK WEALTH MANAGEMENT LLC $431.44M
6472025-01-15 10:44:54CARDEROCK CAPITAL MANAGEMENT INC $398.68M
6482025-01-15 10:39:25ALBERT D MASON INC $149.64M
6492025-01-15 10:36:32BAKER CHAD R $510.82M
6502025-01-15 10:36:01TRINITY STREET ASSET MANAGEMENT LLP $1.02B
6512025-01-15 10:35:1925 LLC $236.27M
6522025-01-15 10:23:24SAX WEALTH ADVISORS LLC $1.28B
6532025-01-15 10:19:59SOMERSET TRUST CO $265.72M
6542025-01-15 10:19:32PROFESSIONAL ADVISORY SERVICES INC $724.54K
6552025-01-15 10:16:53ANDREWS LUCIA WEALTH MANAGEMENT LLC $149.74M
6562025-01-15 10:13:12MERIT FINANCIAL GROUP LLC $5.57B
6572025-01-15 10:04:59BUTENSKY COHEN FINANCIAL SECURITY INC $318.05M
6582025-01-15 10:02:09BRAND ASSET MANAGEMENT GROUP INC $246.26M
6592025-01-15 10:01:13KAYE CAPITAL MANAGEMENT $220.52M
6602025-01-15 09:59:20CHEMISTRY WEALTH MANAGEMENT LLC $426.51M
6612025-01-15 09:57:50BOSTON COMMON ASSET MANAGEMENT LLC $3.43B
6622025-01-15 09:47:07RELYEA ZUCKERBERG HANSON LLC $743.55M
6632025-01-15 09:44:12CNB BANK $215.20M
6642025-01-15 09:39:47SAXON INTERESTS INC $227.19M
6652025-01-15 09:37:34ALM FIRST FINANCIAL ADVISORS LLC $423.13M
6662025-01-15 09:25:39GRANT GROSSMENDELSOHN LLC $191.32M
6672025-01-15 09:22:03WEDGE CAPITAL MANAGEMENTLLPNC $5.55B
6682025-01-15 09:17:28HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC $133.82K
6692025-01-15 09:14:50WALKER ASSET MANAGEMENT LLC $162.58M
6702025-01-15 09:14:48FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES $427.40M
6712025-01-15 09:00:07AVANZA FONDER AB $3.37B
6722025-01-15 08:50:11RF&L WEALTH MANAGEMENT LLC $141.42M
6732025-01-15 08:48:11WEALTHCARE CAPITAL MANAGEMENT LLC $992.73M
6742025-01-15 08:46:09WEALTHCARE ADVISORY PARTNERS LLC $3.60B
6752025-01-15 08:44:02PROCYON PRIVATE WEALTH PARTNERS LLC $1.58B
6762025-01-15 08:41:07GREAT OAK CAPITAL PARTNERS LLC $299.18M
6772025-01-15 08:35:38FF ADVISORS LLC $147.70M
6782025-01-15 08:33:31EVERPAR ADVISORS LLC $198.33M
6792025-01-15 08:28:17BORDER TO COAST PENSIONS PARTNERSHIP LTD $5.10M
6802025-01-15 08:24:25TOMPKINS FINANCIAL CORP $1.08B
6812025-01-15 08:18:30YARGER WEALTH STRATEGIES LLC $173.37M
6822025-01-15 08:16:37TOTAL WEALTH PLANNING LLC $642.08M
6832025-01-15 07:59:23RDA FINANCIAL NETWORK $342.97M
6842025-01-15 07:54:22SAR WEALTH MANAGEMENT GROUP LLC $148.90M
6852025-01-15 07:44:00FORESIGHT GROUP LTD LIABILITY PARTNERSHIP $645.28M
6862025-01-15 07:02:08WOODSTOCK CORP $1.04B
6872025-01-15 06:21:05STONECREST WEALTH MANAGEMENT INC $153.18M
6882025-01-15 06:18:38KRAEMATON INVESTMENT ADVISORS INC $101.14M
6892025-01-15 06:10:23GREENHOUSE WEALTH MANAGEMENT LLC $151.26M
6902025-01-15 06:08:24EMPIRICAL ASSET MANAGEMENT LLC $301.66M
6912025-01-15 06:06:37EAGLE ROCK INVESTMENT COMPANY LLC $601.57M
6922025-01-15 06:03:53CVFG LLC $109.64M
6932025-01-15 06:02:03CONSTITUTION CAPITAL LLC $178.25M
6942025-01-14 20:39:31MORTON CAPITAL MANAGEMENT LLC CA $530.63M
6952025-01-14 20:38:50CENTRAL VALLEY ADVISORS LLC $220.05M
6962025-01-14 20:37:36BENNETT ASSOCIATES WEALTH MANAGEMENT $120.51M
6972025-01-14 20:37:15EDGE WEALTH MANAGEMENT LLC $494.04M
6982025-01-14 20:36:59CLIENT FIRST CAPITAL LLC $194.53M
6992025-01-14 20:36:36SALVUS WEALTH MANAGEMENT LLC $156.79M
7002025-01-14 20:36:13CERTIFIED ADVISORY CORP $921.40M
7012025-01-14 20:35:49SHULMAN DEMEO ASSET MANAGEMENT LLC $370.60M
7022025-01-14 20:35:17WERLINICH ASSET MANAGEMENT LLC $171.93M
7032025-01-14 20:34:50BOUVEL INVESTMENT PARTNERS LLC $277.48M
7042025-01-14 20:34:28HARBOR GROUP INC $445.49M
7052025-01-14 20:33:36RPOA ADVISORS INC $3.70B
7062025-01-14 20:33:12COHEN INVESTMENT ADVISORS LLC $165.85M
7072025-01-14 20:32:54SEASIDE WEALTH MANAGEMENT INC $273.24M
7082025-01-14 20:32:21ULLMANN FINANCIAL GROUP INC $774.95M
7092025-01-14 20:31:27FERMATA ADVISORS LLC $535.58M
7102025-01-14 20:30:46CYPRESS WEALTH SERVICES LLC $497.97M
7112025-01-14 20:30:15CONGRESS PARK CAPITAL LLC $275.38M
7122025-01-14 20:27:12CAPITAL ADVISORS WEALTH MANAGEMENT LLC $561.67M
7132025-01-14 20:26:48OMEGA FINANCIAL GROUP LLC $264.27M
7142025-01-14 20:26:18RETIREFUL LLC $177.67M
7152025-01-14 20:25:54JGP WEALTH MANAGEMENT LLC $773.63M
7162025-01-14 20:20:33AMERICAN NATIONAL BANK $895.30M
7172025-01-14 20:02:32COMPREHENSIVE PORTFOLIO MANAGEMENT LLC $3.40B
7182025-01-14 20:02:10SICART ASSOCIATES LLC $279.56M
7192025-01-14 20:01:47CARNEGIE CAPITAL ASSET MANAGEMENT LLC $3.48B
7202025-01-14 20:01:22LEGACY WEALTH ASSET MANAGEMENT LLC $367.40M
7212025-01-14 19:59:45INTEGRYS WEALTH ADVISORS LLC $715.98M
7222025-01-14 19:59:16TALLON KERRY PATRICK $103.91M
7232025-01-14 19:58:48BERNZOTT CAPITAL ADVISORS $202.23M
7242025-01-14 19:57:45PROFIT INVESTMENT MANAGEMENT LLC $124.64M
7252025-01-14 19:57:20GATEWAY INVESTMENT ADVISERS LLC $8.99B
7262025-01-14 19:57:00TOWERPOINT WEALTH LLC $204.18M
7272025-01-14 19:56:28BEECH HILL ADVISORS INC $267.17M
7282025-01-14 19:55:34SANDERS MORRIS HARRIS INC $669.90M
7292025-01-14 19:55:07BFI INFINITY LTD $92.05M
7302025-01-14 19:54:39MIRADOR CAPITAL PARTNERS LP $551.62M
7312025-01-14 19:53:45WEST COAST FINANCIAL LLC $907.61M
7322025-01-14 19:53:18GUARDIAN FINANCIAL PARTNERS LLC $168.32M
7332025-01-14 19:45:34CORDANT INC $190.08M
7342025-01-14 19:19:52DIXON MITCHELL INVESTMENT COUNSEL INC $2.16B
7352025-01-14 19:12:42IFS ADVISORS LLC $127.22M
7362025-01-14 19:11:48HENNION AND WALSH ASSET MANAGEMENT INC $2.21B
7372025-01-14 18:45:08FIRST PACIFIC FINANCIAL $429.79M
7382025-01-14 18:44:51TRUEFG LLC $306.25M
7392025-01-14 18:23:53HENNESSY ADVISORS INC $3.36B
7402025-01-14 18:02:11GOLDSTONE FINANCIAL GROUP LLC $638.12M
7412025-01-14 18:01:09CHANNEL WEALTH LLC $306.97M
7422025-01-14 18:00:21CAPITAL PLANNING LLC $381.29M
7432025-01-14 17:54:53KMG FIDUCIARY PARTNERS LLC $1.21B
7442025-01-14 17:51:47FAMILY WEALTH PARTNERS LLC $210.34M
7452025-01-14 17:40:51STERLING FINANCIAL GROUP INC $268.81M
7462025-01-14 17:38:18DECKER RETIREMENT PLANNING INC $172.31M
7472025-01-14 17:38:17LAUER WEALTH LLC $149.61M
7482025-01-14 17:35:01OCCIDENTAL ASSET MANAGEMENT LLC $640.71M
7492025-01-14 17:32:00YARBROUGH CAPITAL LLC $2.60B
7502025-01-14 17:30:20MASON & ASSOCIATES INC $425.02M
7512025-01-14 17:26:40SEBOLD CAPITAL MANAGEMENT INC $149.18M
7522025-01-14 17:18:38LAKEWOOD ASSET MANAGEMENT LLC $145.17M
7532025-01-14 17:17:46TRUST CO $872.70M
7542025-01-14 17:11:59FORESIGHT CAPITAL MANAGEMENT ADVISORS INC $171.07M
7552025-01-14 17:09:08STONEBRIDGE CAPITAL MANAGEMENT INC $244.22K
7562025-01-14 17:04:16PARAGON CAPITAL MANAGEMENT LTD $501.30M
7572025-01-14 17:03:32NEWVIEW CAPITAL PARTNERS I LLC $36.06M
7582025-01-14 16:59:50SIGNALPOINT ASSET MANAGEMENT LLC $410.71M
7592025-01-14 16:56:48FREESTATE ADVISORS LLC $96.72M
7602025-01-14 16:53:35RH INVESTMENT GROUP LLC $106.08M
7612025-01-14 16:43:27STRONGBOX WEALTH LLC $236.21M
7622025-01-14 16:42:14MPS LORIA FINANCIAL PLANNERS LLC $337.79M
7632025-01-14 16:40:28PARADIGM STRATEGIES IN WEALTH MANAGEMENT LLC $151.75M
7642025-01-14 16:34:19NORTHSIDE CAPITAL MANAGEMENT LLC $376.20M
7652025-01-14 16:31:53BUILDER INVESTMENT GROUP INC ADV $368.30M
7662025-01-14 16:31:42ALASKA PERMANENT FUND CORP $6.74B
7672025-01-14 16:31:32STEPHENSON NATIONAL BANK AND TRUST $296.25M
7682025-01-14 16:30:53FLYWHEEL PRIVATE WEALTH LLC $108.78M
7692025-01-14 16:30:02BRADY FAMILY WEALTH LLC $325.94M
7702025-01-14 16:27:31WINCH ADVISORY SERVICES LLC $384.49M
7712025-01-14 16:21:15FINANCIAL ADVISORY CORP UT ADV $277.74K
7722025-01-14 16:14:18SMITH THORNTON ADVISORS LLC $158.27M
7732025-01-14 16:06:36ARGENT CAPITAL MANAGEMENT LLC $3.54B
7742025-01-14 16:05:45CAROLINA WEALTH ADVISORS LLC $185.84M
7752025-01-14 16:02:31CONTRAVISORY INVESTMENT MANAGEMENT INC $467.68M
7762025-01-14 15:35:30HERITAGE FAMILY OFFICES LLP $200.40M
7772025-01-14 15:33:31FINANCIAL ENHANCEMENT GROUP LLC $654.17M
7782025-01-14 15:33:28WEST FINANCIAL ADVISORS LLC $518.59M
7792025-01-14 15:29:02STOLPER CO $300.21K
7802025-01-14 15:27:14ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $138.41M
7812025-01-14 15:24:19BREAKWATER INVESTMENT MANAGEMENT $223.56M
7822025-01-14 15:18:27SAGACE WEALTH MANAGEMENT LLC $133.78M
7832025-01-14 15:16:21ERN FINANCIAL LLC $666.54M
7842025-01-14 15:15:53SUMMERHAVEN INVESTMENT MANAGEMENT LLC $162.20M
7852025-01-14 15:15:20SURIENCE PRIVATE WEALTH LLC $77.45M
7862025-01-14 14:57:24USCF ADVISERS LLC $994.94K
7872025-01-14 14:53:37OUTLOOK WEALTH ADVISORS LLC $348.24M
7882025-01-14 14:53:02PALLISER CAPITAL (UK) LTD $125.06M
7892025-01-14 14:51:42ESSEX SAVINGS BANK $404.02M
7902025-01-14 14:48:10CONNECTIVE PORTFOLIO MANAGEMENT LLC $67.21M
7912025-01-14 14:36:43KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT $213.45M
7922025-01-14 14:33:14USA FINANCIAL PORTFORMULAS CORP $636.43M
7932025-01-14 14:29:25BLUEPATH CAPITAL MANAGEMENT LLC $186.11M
7942025-01-14 14:27:42HCR WEALTH ADVISORS $798.18M
7952025-01-14 14:21:47STERLING INVESTMENT ADVISORS LLC ADV $171.15M
7962025-01-14 14:18:43SENDERO WEALTH MANAGEMENT LLC $671.27M
7972025-01-14 14:14:21BRAVE ASSET MANAGEMENT INC $315.06M
7982025-01-14 13:47:55ROBLE BELKO COMPANY INC $629.28K
7992025-01-14 13:45:42ORSER CAPITAL MANAGEMENT LLC $145.27M
8002025-01-14 13:45:38HAMILTON LANE ADVISORS LLC $103.24M
8012025-01-14 13:45:16GODSEY GIBB ASSOCIATES $1.00B
8022025-01-14 13:41:48ARMSTRONG ADVISORY GROUP INC $1.49M
8032025-01-14 13:38:15ADVISORS MANAGEMENT GROUP INC ADV $422.70K
8042025-01-14 13:35:04CHURCHILL MANAGEMENT CORP $9.16B
8052025-01-14 13:34:44ROCKINGSTONE ADVISORS LLC $226.38M
8062025-01-14 13:30:55SAWYER COMPANY INC $270.32K
8072025-01-14 13:27:11PINNACLE BANK $307.47M
8082025-01-14 13:19:42REDHAWK WEALTH ADVISORS INC $740.03M
8092025-01-14 13:16:15TWELE CAPITAL MANAGEMENT INC $471.73M
8102025-01-14 13:13:42MAGNOLIA CAPITAL MANAGEMENT LTD $125.92K
8112025-01-14 13:12:38D SCOTT NEAL INC $182.31M
8122025-01-14 13:11:04STEPHENS GROUP ASSET MANAGEMENT LLC $1.20B
8132025-01-14 13:03:38WEBSTERROGERS FINANCIAL ADVISORS LLC $287.95M
8142025-01-14 12:59:51ARS WEALTH ADVISORS GROUP LLC $728.20M
8152025-01-14 12:50:00SILVIA MCCOLL WEALTH MANAGEMENT LLC $133.44M
8162025-01-14 12:46:33CLIFTONLARSONALLEN WEALTH ADVISORS LLC $5.16B
8172025-01-14 12:42:18ALKEN ASSET MANAGEMENT LTD $52.96K
8182025-01-14 12:38:00KOPION ASSET MANAGEMENT LLC $142.44M
8192025-01-14 12:33:44CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.24B
8202025-01-14 12:31:32MOUNT VERNON ASSOCIATES INC MD $128.29K
8212025-01-14 12:30:12CPR INVESTMENTS INC $110.83M
8222025-01-14 12:12:39WISER WEALTH MANAGEMENT INC $356.26M
8232025-01-14 12:06:08CHRISTOPHER J HASENBERG INC $24.81M
8242025-01-14 12:06:06APELLA CAPITAL LLC $2.61B
8252025-01-14 11:59:52BURNEY CO $2.83B
8262025-01-14 11:59:33ROTH FINANCIAL PARTNERS LLC $251.23M
8272025-01-14 11:57:03SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $113.59M
8282025-01-14 11:50:22PRESILIUM PRIVATE WEALTH LLC $434.84M
8292025-01-14 11:47:35WOLFF WIESE MAGANA LLC $151.05M
8302025-01-14 11:44:36CALDWELL INVESTMENT MANAGEMENT LTD $148.31M
8312025-01-14 11:40:33SMITH ANGLIN FINANCIAL LLC $1.07B
8322025-01-14 11:34:53LIVELSBERGER FINANCIAL ADVISORY $2.14M
8332025-01-14 11:32:42PEAK FINANCIAL ADVISORS LLC $196.84M
8342025-01-14 11:29:52M KRAUS CO $333.26M
8352025-01-14 11:29:49LAUREL WEALTH ADVISORS LLC $639.88M
8362025-01-14 11:26:09FOUNDERS GROVE WEALTH PARTNERS LLC $345.35M
8372025-01-14 11:22:50S E E D PLANNING GROUP LLC $299.61M
8382025-01-14 11:20:25GILLESPIE ROBINSON GRIMM INC $1.28B
8392025-01-14 11:16:58NABITY JENSEN INVESTMENT MANAGEMENT INC $132.42M
8402025-01-14 11:12:28MEYER HANDELMAN CO $2.89B
8412025-01-14 11:10:56BANK OF ITALY $2.01M
8422025-01-14 11:07:36BRENDEL FINANCIAL ADVISORS LLC $165.36K
8432025-01-14 10:59:58MOSELEY INVESTMENT MANAGEMENT INC $256.21M
8442025-01-14 10:53:00MARQUETTE ASSET MANAGEMENT INC $612.72M
8452025-01-14 10:52:15RADNOR CAPITAL MANAGEMENT LLC $598.43K
8462025-01-14 10:50:30COX CAPITAL CO LLC $155.75M
8472025-01-14 10:43:06FOUNDATION RESOURCE MANAGEMENT INC $598.72M
8482025-01-14 10:39:12COVEA FINANCE $2.22B
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8502025-01-14 10:23:01FIRST COMMUNITY TRUST NA $139.98M
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10132025-01-13 13:32:23JONES COLLOMBIN INVESTMENT COUNSEL INC $246.73M
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11352025-01-07 17:50:23PEOPLES BANK KS $144.57M
11362025-01-07 17:31:45INNOVA WEALTH PARTNERS $158.75M
11372025-01-07 16:58:02SANDER CAPITAL ADVISORS INC $217.26K
11382025-01-07 16:42:21LEGEND FINANCIAL ADVISORS INC $141.73M
11392025-01-07 16:41:56RANGE FINANCIAL GROUP LLC $216.85M
11402025-01-07 16:18:40MCALISTER SWEET & ASSOCIATES INC $140.56M
11412025-01-07 15:24:34ONE WEALTH CAPITAL MANAGEMENT LLC $197.13M
11422025-01-07 15:10:13SPENCE ASSET MANAGEMENT $458.28M
11432025-01-07 15:04:21BENCHMARK WEALTH MANAGEMENT LLC $203.14M
11442025-01-07 15:03:12CHICKASAW CAPITAL MANAGEMENT LLC $2.47M
11452025-01-07 14:59:54NORWAY SAVINGS BANK $180.53M
11462025-01-07 14:40:13STRATHMORE CAPITAL ADVISORS INC $137.43M
11472025-01-07 14:32:08FIRST COUNTY BANK CT $178.97M
11482025-01-07 13:31:42BIRCH CAPITAL MANAGEMENT LLC $198.68M
11492025-01-07 13:30:24SPARTAN PLANNING & WEALTH MANAGEMENT $109.48M
11502025-01-07 12:55:40RISE ADVISORS LLC $207.90B
11512025-01-07 12:37:19BATH SAVINGS TRUST CO $984.40M
11522025-01-07 12:21:08REGENT PEAK WEALTH ADVISORS LLC $444.91M
11532025-01-07 12:19:35STONEHEARTH CAPITAL MANAGEMENT LLC $249.38M
11542025-01-07 11:35:02GP BRINSON INVESTMENTS LLC $242.47M
11552025-01-07 11:13:08BANK & TRUST CO $119.08M
11562025-01-07 11:09:42FC ADVISORY LLC $298.36M
11572025-01-07 10:46:41DIVERSIFIED TRUST CO $4.10B
11582025-01-07 10:44:14MOLLER FINANCIAL SERVICES $380.18M
11592025-01-07 10:27:08CVA FAMILY OFFICE LLC $631.67M
11602025-01-07 09:08:17BANK OF NEW HAMPSHIRE $388.73M
11612025-01-07 08:12:31BANGOR SAVINGS BANK $1.07B
11622025-01-07 06:03:58STEPHENS GROUP LLC $200.17M
11632025-01-06 21:06:04APEIRON CAPITAL LTD $3.19M
11642025-01-06 19:48:44NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $303.92K
11652025-01-06 17:42:57LBJ FAMILY WEALTH ADVISORS LTD $159.15K
11662025-01-06 17:36:53HORIZONS WEALTH MANAGEMENT $131.16M
11672025-01-06 17:05:38RIDGELINE WEALTH LLC $122.71M
11682025-01-06 16:49:39SHANKERVALLEAU WEALTH ADVISORS INC $311.41M
11692025-01-06 16:16:13CANANDAIGUA NATIONAL TRUST CO OF FLORIDA $128.15M
11702025-01-06 16:08:57CANANDAIGUA NATIONAL BANK TRUST CO $1.02B
11712025-01-06 15:58:01ABLES IANNONE MOORE & ASSOCIATES INC $162.06M
11722025-01-06 15:39:48ADVANCE CAPITAL MANAGEMENT INC $2.18B
11732025-01-06 15:30:49OLIVER LUXXE ASSETS LLC $577.14M
11742025-01-06 15:08:34FORTEM FINANCIAL GROUP LLC $258.10M
11752025-01-06 14:28:06INSIGHT WEALTH STRATEGIES LLC $745.69M
11762025-01-06 14:19:16DOLIVER CAPITAL ADVISORS INC $359.85M
11772025-01-06 13:36:30KOZAK AND ASSOCIATES INC $437.47M
11782025-01-06 13:25:52IOWA STATE BANK $480.65M
11792025-01-06 13:25:05STAIRWAY PARTNERS LLC $1.59B
11802025-01-06 13:13:26KINGS PATH PARTNERS LLC $234.18M
11812025-01-06 13:06:44BARD FINANCIAL SERVICES INC $833.82M
11822025-01-06 12:25:57CAPITAL MARKET STRATEGIES LLC $173.78M
11832025-01-06 12:24:15O'CONNOR FINANCIAL GROUP LLC $191.36M
11842025-01-06 12:15:17SILVERLEAFE CAPITAL PARTNERS LLC $315.07M
11852025-01-06 11:50:46NEVILLE RODIE SHAW INC $1.37M
11862025-01-06 11:40:05BURKETT FINANCIAL SERVICES LLC $244.59M
11872025-01-06 10:32:53BOLTWOOD CAPITAL MANAGEMENT $328.15M
11882025-01-06 10:30:26HILEY HUNT WEALTH MANAGEMENT $180.23M
11892025-01-06 10:21:07CWA ASSET MANAGEMENT GROUP LLC $1.98B
11902025-01-06 09:58:55PENSIONFUND SABIC $380.99K
11912025-01-06 09:51:45PENSIONFUND DSM NETHERLANDS $160.95K
11922025-01-06 09:26:51LEGACY WEALTH MANAGEMENT LLC MS $251.71M
11932025-01-06 06:45:32NORDEA INVESTMENT MANAGEMENT AB $95.58B
11942025-01-03 17:09:02RK ASSET MANAGEMENT LLC $122.31K
11952025-01-03 15:25:36BEACON WEALTHCARE LLC $246.52M
11962025-01-03 14:01:21JVL ASSOCIATES LLC $282.43M
11972025-01-03 13:56:20FIRST CITY CAPITAL MANAGEMENT INC $187.87M
11982025-01-03 13:32:57CENTRAL PACIFIC BANK TRUST DIVISION $763.81M
11992025-01-03 13:00:38DUDLEY SHANLEY LLC $647.56M
12002025-01-03 12:49:43DENTGROUP LLC $130.83M
12012025-01-03 11:58:26INTEGRATED CAPITAL MANAGEMENT LLC $187.96K
12022025-01-03 11:39:32FIRST CITIZENS FINANCIAL CORP $184.19M
12032025-01-03 11:31:59WALLER FINANCIAL PLANNING GROUP INC $396.79M
12042025-01-03 11:07:49EVERENCE CAPITAL MANAGEMENT INC $1.54M
12052025-01-03 10:20:18CENTRE ASSET MANAGEMENT LLC $436.91K
12062025-01-03 10:20:03MODUS ADVISORS LLC $319.23M
12072025-01-03 09:33:03GENERAL PARTNER INC $166.02M
12082025-01-02 20:13:16FRANCHISE CAPITAL LTD $215.69M
12092025-01-02 19:31:08NRI WEALTH MANAGEMENT LC $144.93M
12102025-01-02 18:37:43GAMMA INVESTING LLC $1.17B
12112025-01-02 17:41:49VERSANT CAPITAL MANAGEMENT INC $463.92M
12122025-01-02 15:55:49FIRST FINANCIAL BANK N A TRUST DIVISION $1.07B
12132025-01-02 15:04:22PEIRCE CAPITAL MANAGEMENT LLC $194.91M
12142025-01-02 14:35:46IMPACTFOLIO LLC $192.70M
12152025-01-02 14:03:14TRUST CO OF THE SOUTH $491.08M
12162025-01-02 13:40:15GLOBAL WEALTH STRATEGIES & ASSOCIATES $319.63M
12172025-01-02 13:31:39SOMNIO FINANCIAL GROUP LLC $125.03M
12182025-01-02 11:34:49BANCFIRST TRUST & INVESTMENT MANAGEMENT $298.88M
12192025-01-02 11:02:53CACTI ASSET MANAGEMENT LLC $1.33B
12202025-01-02 10:50:21CONFLUENCE INVESTMENT MANAGEMENT LLC $7.21B
12212025-01-02 10:43:43OLD PORT ADVISORS $347.92M
12222025-01-02 10:16:14IRTH CAPITAL MANAGEMENT LP $66.88M
Disclaimer
The information contained herein are intended for illustrative and informational purpose only.
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