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13F Filings
Monitor 13F Filings in Real Time
 
Inst Investors
Hedge Funds
# of Filings 2210 34
% of Exp. Filings 27% 3%
Total Stock Value $1,736.9B $21.1B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
4000
 2025-03-31
 2024-12-31
Filing Quarter
2025-03-31
Filing Starts
2025-04-01
Filing Ends
2025-05-15
Last Update
2025-04-25 17:45:01
Institutional Investors
HedgeMind 1000
2209Filing AcceptedFilerTotal Reported Value  
12025-04-25 17:30:13FORT VANCOUVER INVESTMENT MANAGEMENT LLC $130.37M
22025-04-25 17:28:13MATHER GROUP INC $8.65B
32025-04-25 17:24:42KIECKHEFER GROUP LLC $138.19M
42025-04-25 17:10:30HERITAGE INVESTMENT GROUP INC $531.93M
52025-04-25 17:04:11FAMILY CAPITAL TRUST CO $278.86M
62025-04-25 16:56:03WEST BANCORPORATION INC $147.21M
72025-04-25 16:43:39JNBA FINANCIAL ADVISORS $964.63M
82025-04-25 16:40:30KAMPMANN MELISSA S $126.51M
92025-04-25 16:22:49OCEANSIDE ADVISORS LLC $138.17M
102025-04-25 16:20:35ALTA ADVISERS LTD $234.86M
112025-04-25 16:18:01PINE BROOK ROAD ADVISORS LP $127.67M
122025-04-25 16:14:38LODESTAR PRIVATE ASSET MANAGEMENT LLC $795.40M
132025-04-25 16:12:13ENRICH FINANCIAL PARTNERS LLC $297.77M
142025-04-25 16:07:32HIXON ZUERCHER LLC $283.64M
152025-04-25 16:05:34SAGE ADVISORS LLC $142.14M
162025-04-25 16:03:50UNIFIED INVESTMENT MANAGEMENT $84.61M
172025-04-25 15:59:06SMITH SALLEY ASSOCIATES $1.53B
182025-04-25 15:54:50SAXON INTERESTS INC $213.75M
192025-04-25 15:54:45BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC $66.10M
202025-04-25 15:54:06RIVERSTONE ADVISORS LLC $166.28M
212025-04-25 15:53:12KEYSTONE FINANCIAL SERVICES LLC $118.11M
222025-04-25 15:52:46LIBRA WEALTH LLC $266.54M
232025-04-25 15:51:22DSG CAPITAL ADVISORS LLC $495.03M
242025-04-25 15:47:48BEATON MANAGEMENT CO INC $192.66K
252025-04-25 15:37:45RICHARDSON CAPITAL MANAGEMENT LLC $160.36M
262025-04-25 15:37:09RED TORTOISE LLC $193.75M
272025-04-25 15:31:23KOSHINSKI ASSET MANAGEMENT INC $1.18B
282025-04-25 15:30:34ALTUS WEALTH GROUP LLC $213.54M
292025-04-25 15:27:40REDJAY ASSET MANAGEMENT INC $184.96M
302025-04-25 15:26:55FARMERS MERCHANTS TRUST CO OF CHAMBERSBURG PA $282.36K
312025-04-25 15:25:59KENNON GREEN & COMPANY LLC $122.54M
322025-04-25 15:20:32CYPRESS CAPITAL LLC $346.89M
332025-04-25 15:19:07BENCHMARK FINANCIAL WEALTH ADVISORS LLC $264.86M
342025-04-25 15:18:06DESERET MUTUAL BENEFIT ADMINISTRATORS $201.46M
352025-04-25 15:11:10SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC $158.81M
362025-04-25 15:10:48ADVISORS MANAGEMENT GROUP INC ADV $459.72K
372025-04-25 15:07:04CHURCHILL MANAGEMENT CORP $7.88B
382025-04-25 15:05:04NEW MILLENNIUM GROUP LLC $152.34M
392025-04-25 15:03:24IRONWOOD WEALTH MANAGEMENT LLC $325.78M
402025-04-25 14:55:22TEVIS INVESTMENT MANAGEMENT $136.87M
412025-04-25 14:55:03PRAIRIEWOOD CAPITAL LLC $245.76M
422025-04-25 14:54:19J SAFRA ASSET MANAGEMENT CORP $1.20B
432025-04-25 14:49:02HILLMAN CO $264.45M
442025-04-25 14:48:18MORTON BROWN FAMILY WEALTH LLC $294.20M
452025-04-25 14:38:17K2 FINANCIAL INC $101.89M
462025-04-25 14:33:17G S CAPITAL LLC $235.52M
472025-04-25 14:32:21ESSEX LLC $461.51M
482025-04-25 14:29:48FRANKLIN PARLAPIANO TURNER WELCH LLC $370.78M
492025-04-25 14:25:07TOWNSEND ASSOCIATES INC $959.06M
502025-04-25 14:18:44RED DOOR WEALTH MANAGEMENT LLC $676.48M
512025-04-25 14:17:22IMPACTFOLIO LLC $190.29M
522025-04-25 13:52:02ROCHESTER WEALTH STRATEGIES LLC $125.95M
532025-04-25 13:47:23SPINNAKER TRUST $1.53B
542025-04-25 13:41:47ENZI WEALTH $247.13M
552025-04-25 13:34:18YARDLEY WEALTH MANAGEMENT LLC $169.76K
562025-04-25 13:33:13NEW PERSPECTIVES INC $187.40M
572025-04-25 13:32:02INTELLIGENCE DRIVEN ADVISERS LLC $519.18M
582025-04-25 13:31:22CMG GLOBAL HOLDINGS LLC $153.34M
592025-04-25 13:26:45FIRST FIDUCIARY INVESTMENT COUNSEL INC $466.13K
602025-04-25 13:24:31PEREGRINE CAPITAL MANAGEMENT LLC $3.01B
612025-04-25 13:21:06INSIGHT INV LLC $145.38M
622025-04-25 13:19:21MORGANROSEL WEALTH MANAGEMENT LLC $329.45M
632025-04-25 13:16:22TAYLOR FRIGON CAPITAL MANAGEMENT LLC $167.99M
642025-04-25 13:09:51POWERS CAPITAL LLC $184.18M
652025-04-25 13:02:46ARBOR INVESTMENT ADVISORS LLC $736.14M
662025-04-25 13:01:12MIDATLANTIC CAPITAL MANAGEMENT INC $127.30M
672025-04-25 12:58:58RED CEDAR INVESTMENT MANAGEMENT LLC $722.81M
682025-04-25 12:57:06CANANDAIGUA NATIONAL BANK TRUST CO $1.00B
692025-04-25 12:53:43DINUZZO PRIVATE WEALTH INC $794.36M
702025-04-25 12:51:37VALLEY NATIONAL ADVISERS INC $554.22K
712025-04-25 12:39:49CUSTOS FAMILY OFFICE LLC $281.95M
722025-04-25 12:37:37CANANDAIGUA NATIONAL TRUST CO OF FLORIDA $113.45M
732025-04-25 12:33:39SOCHA FINANCIAL GROUP LLC $204.61M
742025-04-25 12:31:58WASHINGTON TRUST ADVISORS INC $1.13B
752025-04-25 12:29:48WESTSIDE INVESTMENT MANAGEMENT INC $469.44M
762025-04-25 12:26:00WASHINGTON TRUST CO $2.61B
772025-04-25 12:24:05TRADEWINDS CAPITAL MANAGEMENT LLC $373.13M
782025-04-25 12:19:22NICHOLSON MEYER CAPITAL MANAGEMENT INC $108.70M
792025-04-25 12:11:27NABITY JENSEN INVESTMENT MANAGEMENT INC $125.86M
802025-04-25 12:10:44PACIFIC WEALTH STRATEGIES GROUP INC $134.56M
812025-04-25 12:08:25ARGENT ADVISORS INC $298.85M
822025-04-25 12:07:08DOUGHERTY WEALTH ADVISERS LLC $135.26M
832025-04-25 12:01:12PERISSOS PRIVATE WEALTH MANAGEMENT LLC $109.73M
842025-04-25 11:59:03JACOBSEN CAPITAL MANAGEMENT $230.16M
852025-04-25 11:57:09KENDALL CAPITAL MANAGEMENT $340.34M
862025-04-25 11:55:21LIFEPLAN FINANCIAL LLC $114.67M
872025-04-25 11:52:24ALKEN ASSET MANAGEMENT LTD $61.82K
882025-04-25 11:49:00AMERITAS ADVISORY SERVICES LLC $2.48B
892025-04-25 11:45:11NEW WAVE WEALTH ADVISORS LLC $223.16M
902025-04-25 11:44:52NORTHWEST WEALTH MANAGEMENT LLC $502.17M
912025-04-25 11:43:12IRON FINANCIAL LLC $178.39M
922025-04-25 11:42:19SOLLINDA CAPITAL MANAGEMENT LLC $359.39M
932025-04-25 11:36:48CAIRN INVESTMENT GROUP INC $176.99K
942025-04-25 11:29:11FINANCIAL CONSULATE INC $396.16M
952025-04-25 11:27:11HENRY JAMES INTERNATIONAL MANAGEMENT INC $292.12M
962025-04-25 11:25:01VERITY ASSET MANAGEMENT INC $245.77M
972025-04-25 11:23:59WISE WEALTH PARTNERS $41.85M
982025-04-25 11:23:24SHILANSKI ASSOCIATES INC $320.50M
992025-04-25 11:21:43ALBION FINANCIAL GROUP UT $1.41B
1002025-04-25 11:18:51MONUMENT CAPITAL MANAGEMENT $325.26M
1012025-04-25 11:10:50WILLIAM HOWARD & CO FINANCIAL ADVISORS INC $106.69M
1022025-04-25 10:55:10NEW YORK STATE TEACHERS RETIREMENT SYSTEM $43.36M
1032025-04-25 10:52:24AMALGAMATED BANK $11.69M
1042025-04-25 10:24:25BAY CAPITAL ADVISORS LLC $120.06M
1052025-04-25 10:16:19MMBG INVESTMENT ADVISORS CO $884.70M
1062025-04-25 10:11:19AUGUSTINE ASSET MANAGEMENT INC $342.20M
1072025-04-25 10:07:00GUERRA ADVISORS INC $178.69M
1082025-04-25 10:04:27LIFE LINE WEALTH MANAGEMENT LLC $271.78M
1092025-04-25 10:03:30CITIZENS NATIONAL BANK TRUST DEPARTMENT $468.08M
1102025-04-25 10:02:19STA WEALTH MANAGEMENT LLC $2.25B
1112025-04-25 09:58:50INNOVATIVE WEALTH BUILDING LLC $108.53M
1122025-04-25 09:56:44TRADEMARK FINANCIAL MANAGEMENT LLC $131.07M
1132025-04-25 09:53:51BCK PARTNERS INC $160.26M
1142025-04-25 09:52:00BANKPLUS WEALTH MANAGEMENT LLC $136.15M
1152025-04-25 09:47:42BUTTONWOOD FINANCIAL ADVISORS INC $227.54M
1162025-04-25 09:39:46CROWN WEALTH GROUP LLC $192.81M
1172025-04-25 09:38:43WATERFRONT WEALTH INC $409.98M
1182025-04-25 09:34:14WEALTHSTAR ADVISORS LLC $218.44M
1192025-04-25 09:31:55STRID GROUP LLC $644.07M
1202025-04-25 09:25:37LUNATE CAPITAL LTD $171.21M
1212025-04-25 09:16:48NAVITER WEALTH LLC $825.06M
1222025-04-25 09:14:07HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $181.68M
1232025-04-25 09:11:40ESSEX FINANCIAL SERVICES INC $1.39B
1242025-04-25 09:03:40STONEBRIDGE FINANCIAL GROUP LLC $939.67M
1252025-04-25 09:02:24HILLS BANK TRUST CO $1.42B
1262025-04-25 08:58:28SKYLANDS CAPITAL LLC $692.72M
1272025-04-25 08:53:38NORTHCAPE WEALTH MANAGEMENT LLC $309.86M
1282025-04-25 08:45:57PRAKASH INVESTMENT ADVISORS LLC $90.34M
1292025-04-25 08:07:46KBC GROUP NV $32.22M
1302025-04-25 07:18:33MERIDIAN FINANCIAL LLC $142.52M
1312025-04-25 06:04:20SUMITOMO MITSUI TRUST HOLDINGS INC $141.47B
1322025-04-24 20:11:56GOODMAN ADVISORY GROUP LLC $249.49K
1332025-04-24 19:33:52SOVRAN ADVISORS LLC $770.40M
1342025-04-24 19:23:51WESTEND ADVISORS LLC $3.77B
1352025-04-24 19:09:09GRUNDEN FINANCIAL ADVISORY INC $205.87M
1362025-04-24 19:08:29LK BENSON & COMPANY PC $144.41M
1372025-04-24 19:06:57EMERALD ADVISORS LLC $752.48M
1382025-04-24 19:06:29ALMANACK INVESTMENT PARTNERS LLC $504.54M
1392025-04-24 19:06:04AMARA FINANCIAL LLC $108.22M
1402025-04-24 19:05:44FINANCIAL INSIGHTS INC $251.23M
1412025-04-24 19:05:13ROOT FINANCIAL PARTNERS LLC $938.16M
1422025-04-24 19:04:48JOURNEY BEYOND WEALTH LLC $106.98M
1432025-04-24 19:04:13MCGUIRE INVESTMENT GROUP LLC $672.96M
1442025-04-24 19:02:48LEBENTHAL LISANTI CAPITAL GROWTH LLC $336.17M
1452025-04-24 19:00:53COHEN INVESTMENT ADVISORS LLC $159.73M
1462025-04-24 19:00:12RBA WEALTH MANAGEMENT LLC $252.78M
1472025-04-24 18:56:28JOEL ISAACSON CO LLC $2.21B
1482025-04-24 18:55:57RCS FINANCIAL PLANNING LLC $189.49M
1492025-04-24 18:55:32TBH GLOBAL ASSET MANAGEMENT LLC $521.23M
1502025-04-24 18:55:06K J HARRISON PARTNERS INC $511.77M
1512025-04-24 18:54:31LEGACY WEALTH MANAGEMENT INC $1.50B
1522025-04-24 18:54:21WALL STREET FINANCIAL GROUP INC $96.50M
1532025-04-24 18:53:55WESTFULLER ADVISORS LLC $149.77M
1542025-04-24 18:52:29CLAY NORTHAM WEALTH MANAGEMENT LLC $142.95M
1552025-04-24 18:50:46OCEAN CAPITAL MANAGEMENT LLC $420.76M
1562025-04-24 18:50:23CONVERGENCE FINANCIAL LLC $509.19M
1572025-04-24 18:48:29SICART ASSOCIATES LLC $289.15M
1582025-04-24 18:47:47GUARDIAN ASSET ADVISORS LLC $153.30M
1592025-04-24 18:47:15CAPITAL ADVISORS WEALTH MANAGEMENT LLC $566.03M
1602025-04-24 18:44:22PARKER FINANCIAL LLC $207.95M
1612025-04-24 18:43:51WJ WEALTH MANAGEMENT LLC $282.73M
1622025-04-24 18:09:54STERLING INVESTMENT ADVISORS LLC ADV $177.65M
1632025-04-24 17:40:23CFM WEALTH PARTNERS LLC $567.06M
1642025-04-24 17:38:19SALUS FINANCIAL ADVISORS LLC $132.23M
1652025-04-24 17:37:53BEACON FINANCIAL PLANNING INC $173.99M
1662025-04-24 17:36:52COLONIAL RIVER WEALTH MANAGEMENT LLC $181.67M
1672025-04-24 17:36:06WEALTHBRIDGE CAPITAL MANAGEMENT LLC $353.92M
1682025-04-24 17:35:12UNITING WEALTH PARTNERS LLC $199.54M
1692025-04-24 17:34:26CLARUS GROUP INC $257.49M
1702025-04-24 17:33:44LITTLE HOUSE CAPITAL LLC $363.84M
1712025-04-24 17:32:51COREPATH WEALTH PARTNERS LLC $104.97M
1722025-04-24 17:32:08MASTER'S WEALTH MANAGEMENT INC $190.51M
1732025-04-24 17:26:20CORNERSTONE ADVISORS ASSET MANAGEMENT INC $488.16M
1742025-04-24 17:26:05CAMBRIDGE ADVISORS INC $456.55M
1752025-04-24 17:22:34BARNES PETTEY FINANCIAL ADVISORS LLC $128.52M
1762025-04-24 17:13:30HOBBS WEALTH MANAGEMENT LLC $87.53M
1772025-04-24 17:03:34MALLINI COMPLETE FINANCIAL PLANNING LLC $104.70M
1782025-04-24 16:46:33J L BAINBRIDGE CO INC $997.35M
1792025-04-24 16:38:10OVERBROOK MANAGEMENT CORP $425.96M
1802025-04-24 16:34:40LAUREL WEALTH PLANNING LLC $150.47M
1812025-04-24 16:34:13ALTUS WEALTH MANAGEMENT LLC $213.57M
1822025-04-24 16:27:53MARATHON ASSET MGMT LTD $3.27B
1832025-04-24 16:27:33WESTEND CAPITAL MANAGEMENT LLC $263.04M
1842025-04-24 16:23:02CONFLUENCE WEALTH SERVICES INC $1.59B
1852025-04-24 16:19:46CWC ADVISORS LLC $175.66M
1862025-04-24 16:06:47MONUMENT GROUP WEALTH ADVISORS LLC $144.26M
1872025-04-24 16:01:03FULCRUM ASSET MANAGEMENT LLP $516.12M
1882025-04-24 15:53:19PATRON PARTNERS ADVISORS LLC $184.95M
1892025-04-24 15:52:35SPENCE ASSET MANAGEMENT $401.76K
1902025-04-24 15:44:09SMART PORTFOLIOS LLC $919.82K
1912025-04-24 15:40:04MENDEL CAPITAL MANAGEMENT LLC $165.22M
1922025-04-24 15:25:23FINANCIAL FUTURES LTD LIABILITY CO $176.25M
1932025-04-24 15:15:25JEPPSON WEALTH MANAGEMENT LLC $273.17M
1942025-04-24 15:14:10HEIRLOOM WEALTH MANAGEMENT $348.80M
1952025-04-24 15:07:37HOERTKORN RICHARD CHARLES $216.18M
1962025-04-24 15:01:33FINANCIAL LIFE ADVISORS $268.29M
1972025-04-24 14:58:11ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC $57.68B
1982025-04-24 14:53:31GREAT MOUNTAIN PARTNERS LLC $212.40M
1992025-04-24 14:45:19SURIENCE PRIVATE WEALTH LLC $57.55M
2002025-04-24 14:44:28HIGHLAND CAPITAL MANAGEMENT LLC $1.67B
2012025-04-24 14:40:57VISTA INVESTMENT PARTNERS II LLC $180.81M
2022025-04-24 14:34:27BORDEAUX WEALTH ADVISORS LLC $540.37M
2032025-04-24 14:30:20DECKER RETIREMENT PLANNING INC $160.55M
2042025-04-24 14:25:04VILLERE ST DENIS J CO LLC $1.04B
2052025-04-24 14:21:13SUNBELT SECURITIES INC $1.12B
2062025-04-24 14:20:19CRESCENT GROVE ADVISORS LLC $959.76M
2072025-04-24 14:15:01TSFG LLC $488.92K
2082025-04-24 14:00:23MCDANIEL TERRY CO $1.14M
2092025-04-24 13:48:38TPG ADVISORS LLC $126.86M
2102025-04-24 13:46:36DESCHUTES PORTFOLIO STRATEGY LLC $189.62M
2112025-04-24 13:39:32BSW WEALTH PARTNERS $658.62M
2122025-04-24 13:35:02SHORE POINT ADVISORS LLC $188.93M
2132025-04-24 13:34:00TRUST CO OF VIRGINIA VA $1.08B
2142025-04-24 13:31:52JAG CAPITAL MANAGEMENT LLC $750.53M
2152025-04-24 13:29:38ELEVATED CAPITAL ADVISORS LLC $356.97M
2162025-04-24 13:20:56SCHWARTZ INVESTMENT COUNSEL INC $2.91B
2172025-04-24 13:12:57CM WEALTH ADVISORS LLC $312.67M
2182025-04-24 13:02:38CUSHING ASSET MANAGEMENT LP $1.62B
2192025-04-24 12:59:123CHOPT INVESTMENT PARTNERS LLC $381.74M
2202025-04-24 12:54:02HARTMANN TAYLOR WEALTH MANAGEMENT LLC $111.57M
2212025-04-24 12:49:50KESSLER INVESTMENT GROUP LLC $2.36M
2222025-04-24 12:46:07KINGDOM FINANCIAL GROUP LLC $136.42M
2232025-04-24 12:32:46SIMS INVESTMENT MANAGEMENT LLC $223.75M
2242025-04-24 12:31:23U S GLOBAL INVESTORS INC $757.36M
2252025-04-24 12:22:51COPELAND CAPITAL MANAGEMENT LLC $4.99B
2262025-04-24 12:11:48GOLD INVESTMENT MANAGEMENT LTD $236.65M
2272025-04-24 11:59:55ST CLAIR ADVISORS LLC $357.00M
2282025-04-24 11:49:19CAROLINA WEALTH ADVISORS LLC $185.36M
2292025-04-24 11:48:42QSM ASSET MANAGEMENT LTD $133.17M
2302025-04-24 11:42:35CENTERLINE WEALTH ADVISORS LLC $167.72M
2312025-04-24 11:34:44MIRAE ASSET GLOBAL INVESTMENTS CO LTD $24.51B
2322025-04-24 11:33:06LAFAYETTE INVESTMENTS INC $472.77M
2332025-04-24 11:25:02HICKS CAPITAL MANAGEMENT LLC $75.45M
2342025-04-24 11:18:34KLAAS FINANCIAL ASSET ADVISORS LLC $580.04M
2352025-04-24 11:14:54BORDER TO COAST PENSIONS PARTNERSHIP LTD $4.88M
2362025-04-24 11:12:34LEGACY CG LLC $309.55M
2372025-04-24 11:07:20ARTEMIS INVESTMENT MANAGEMENT LLP $6.52B
2382025-04-24 11:07:02CANVAS WEALTH ADVISORS LLC $389.48M
2392025-04-24 11:05:37HUNTER PERKINS CAPITAL MANAGEMENT LLC $430.62K
2402025-04-24 11:04:24BARTLETT & CO WEALTH MANAGEMENT LLC $6.79B
2412025-04-24 11:02:22PACIFIC GLOBAL INVESTMENT MANAGEMENT CO $70.68M
2422025-04-24 11:00:25BULL STREET ADVISORS LLC $208.74K
2432025-04-24 10:55:39MADISON PARK CAPITAL ADVISORS LLC $113.99M
2442025-04-24 10:55:33PARAGON CAPITAL MANAGEMENT INC $123.82M
2452025-04-24 10:43:50JAFFETILCHIN INVESTMENT PARTNERS LLC $1.38B
2462025-04-24 10:40:08ILLINOIS MUNICIPAL RETIREMENT FUND $6.88B
2472025-04-24 10:38:47OLD NORTH STATE WEALTH MANAGEMENT LLC $179.64M
2482025-04-24 10:38:33SCOTT SELBER INC $312.34K
2492025-04-24 10:37:11ASHFORD ADVISORS LLC $400.03M
2502025-04-24 10:32:43CORNERSTONE ENTERPRISES LLC $164.06M
2512025-04-24 10:32:37TRANSCEND WEALTH COLLECTIVE LLC $1.39B
2522025-04-24 10:28:51LORING WOLCOTT COOLIDGE FIDUCIARY ADVISORS LLP MA $10.28B
2532025-04-24 10:28:03CORUNDUM TRUST COMPANY INC $34.70M
2542025-04-24 10:27:04CAVALIER INVESTMENTS $294.33M
2552025-04-24 10:23:30OAKWORTH CAPITAL INC $1.44B
2562025-04-24 10:21:02RESTON WEALTH MANAGEMENT LLC $247.36M
2572025-04-24 10:20:59MONEY CONCEPTS CAPITAL CORP $1.34B
2582025-04-24 10:09:36ZYNERGYRETIREMENTPLANNINGLLC $140.97M
2592025-04-24 10:09:26ACHMEA INVESTMENT MANAGEMENT B V $6.87M
2602025-04-24 10:05:33PHILIP JAMES WEALTH MANGEMENT LLC $821.98M
2612025-04-24 10:04:20WAVERTON INVESTMENT MANAGEMENT LTD $6.46B
2622025-04-24 10:04:09QUILTER PLC $4.82B
2632025-04-24 09:48:48WOLFF FINANCIAL MANAGEMENT LLC $361.03K
2642025-04-24 09:48:47CANAL INSURANCE CO $424.50K
2652025-04-24 09:47:10ASPECT PARTNERS LLC $174.67M
2662025-04-24 09:41:08TRUST CO OF VERMONT $2.00B
2672025-04-24 09:32:06SANTORI PETERS INC $247.97M
2682025-04-24 09:23:24TFC FINANCIAL MANAGEMENT $653.22M
2692025-04-24 09:18:51TANAGER WEALTH MANAGEMENT LLP $768.89M
2702025-04-24 09:17:49ELITE LIFE MANAGEMENT LLC $32.05M
2712025-04-24 09:16:06STONE POINT WEALTH LLC $295.21M
2722025-04-24 09:14:16FALCON WEALTH PLANNING $899.77M
2732025-04-24 09:11:53TOTAL WEALTH PLANNING & MANAGEMENT INC $105.44M
2742025-04-24 09:09:36HEDGES ASSET MANAGEMENT LLC $152.24M
2752025-04-24 09:07:33TRANQUILITY PARTNERS LLC $258.95M
2762025-04-24 09:05:21AVORY AND COMPANY LLC $151.35M
2772025-04-24 09:02:55PRIMORIS WEALTH ADVISORS LLC $129.18M
2782025-04-24 09:00:38VICTRIX INVESTMENT ADVISORS $190.38M
2792025-04-24 08:54:30QUAERO CAPITAL S A $70.21M
2802025-04-24 08:54:23FAMILY INVESTMENT CENTER INC $409.22M
2812025-04-24 08:54:22PARK PLACE CAPITAL CORP $368.95M
2822025-04-24 08:52:11ETESIAN WEALTH ADVISORS INC $231.99M
2832025-04-24 08:52:06DIVERSIFIED TRUST CO $4.04B
2842025-04-24 08:50:23ALTA WEALTH ADVISORS LLC $217.83M
2852025-04-24 08:48:12HIDDEN COVE WEALTH MANAGEMENT LLC $126.47M
2862025-04-24 08:45:23BEACON FINANCIAL ADVISORY LLC $330.04M
2872025-04-24 08:43:31TEPP RIA LLC $73.63M
2882025-04-24 08:41:16BOYD WEALTH MANAGEMENT LLC $200.66M
2892025-04-24 08:39:55BOARD OF THE PENSION PROTECTION FUND $87.63M
2902025-04-24 08:30:26WELLCOME TRUST LTD THE AS TRUSTEE OF THE WELLCOME TRUST $8.00B
2912025-04-24 08:25:07CNB BANK $197.55M
2922025-04-24 08:07:04FIRST MERCHANTS CORP $2.51B
2932025-04-24 07:33:48SWISSPARTNERS ADVISORS LTD $94.93M
2942025-04-24 06:57:33GRAPHENE INVESTMENTS SAS $136.89M
2952025-04-24 06:01:53PERPETUAL LTD $8.28B
2962025-04-23 21:27:27HIKARI POWER LTD $1.26M
2972025-04-23 19:01:16LAKEWOOD ASSET MANAGEMENT LLC $148.18M
2982025-04-23 18:58:41MY PERSONAL CFO LLC $198.52M
2992025-04-23 18:30:19WRIGHT FUND MANAGMENT LLC $2.82B
3002025-04-23 18:27:51WINGATE WEALTH ADVISORS INC $86.88M
3012025-04-23 18:21:59INTELLIGENT FINANCIAL STRATEGIES $191.68M
3022025-04-23 18:21:54NADLER FINANCIAL GROUP INC $902.79M
3032025-04-23 18:16:55HIGHMARK WEALTH MANAGEMENT LLC $169.28M
3042025-04-23 18:05:04HOLISTIC PLANNING LLC $295.28M
3052025-04-23 18:04:22HIBERNIA WEALTH PARTNERS LLC $140.75M
3062025-04-23 18:02:42PDS PLANNING INC $1.19B
3072025-04-23 18:02:24MOTIV8 INVESTMENTS LLC $150.76M
3082025-04-23 17:59:08OAK WEALTH ADVISORS LLC $135.16M
3092025-04-23 17:55:48INVESTMENT ADVISORY SERVICES INC TX ADV $276.44M
3102025-04-23 17:53:56KRAFT DAVIS & ASSOCIATES LLC $310.06M
3112025-04-23 17:53:18BANK OF STOCKTON $313.83M
3122025-04-23 17:48:44FAMILY CFO INC $182.26M
3132025-04-23 17:44:57CAPASSO PLANNING PARTNERS LLC $238.90M
3142025-04-23 17:44:37MFG WEALTH MANAGEMENT INC $104.68M
3152025-04-23 17:35:084THOUGHT FINANCIAL GROUP INC $161.85M
3162025-04-23 17:23:07ATALA FINANCIAL INC $137.30M
3172025-04-23 17:20:33AUSTIN ASSET MANAGEMENT CO INC $480.10M
3182025-04-23 17:20:12BEECH HILL ADVISORS INC $251.27M
3192025-04-23 17:19:49GENTRUST LLC $2.08B
3202025-04-23 17:19:22SFG WEALTH MANAGEMENT LLC $204.74M
3212025-04-23 17:18:58ALLODIUM INVESTMENT CONSULTANTS LLC $135.44M
3222025-04-23 17:18:20PEAVINE CAPITAL MANAGEMENT LLC $384.41M
3232025-04-23 17:17:51CHUNG WU INVESTMENT GROUP LLC $83.66M
3242025-04-23 17:17:10VIRTUS WEALTH SOLUTIONS LLC $329.55M
3252025-04-23 17:15:56TI TRUST INC $150.97M
3262025-04-23 17:15:31KG L CAPITAL MANAGEMENT LLC $308.56M
3272025-04-23 17:14:57DLK INVESTMENT MANAGEMENT LLC $238.86M
3282025-04-23 17:14:32TRELLIS WEALTH ADVISORS LLC $206.07M
3292025-04-23 17:14:25BAUGH ASSOCIATES LLC $197.65M
3302025-04-23 17:14:00COTTONWOOD CAPITAL ADVISORS LLC $136.03M
3312025-04-23 17:13:31VISIONPOINT ADVISORY GROUP LLC $291.79M
3322025-04-23 17:13:04WESTERN FINANCIAL CORP CA $172.11M
3332025-04-23 17:12:16KPP ADVISORY SERVICES LLC $527.31M
3342025-04-23 17:09:50MADRONA FINANCIAL SERVICES LLC $363.68M
3352025-04-23 17:08:14GOLDSTEIN ADVISORS LLC $684.03M
3362025-04-23 17:07:19LIFESTEPS FINANCIAL INC $123.31M
3372025-04-23 17:06:08OAK HILL WEALTH ADVISORS LLC $431.12M
3382025-04-23 17:05:41ONYX FINANCIAL ADVISORS LLC $189.02M
3392025-04-23 17:05:11PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC $1.06B
3402025-04-23 17:04:51AMI ASSET MANAGEMENT CORP $1.71B
3412025-04-23 17:04:41FLAVIN FINANCIAL SERVICES INC $108.77M
3422025-04-23 17:04:05BOYAR ASSET MANAGEMENT INC $137.88M
3432025-04-23 17:03:30SABAL TRUST CO $1.80B
3442025-04-23 17:03:01WEALTH MANAGEMENT RESOURCES INC $275.55M
3452025-04-23 17:03:00WESTERN WEALTH MANAGEMENT LLC $1.51B
3462025-04-23 17:02:29NVEST FINANCIAL LLC $186.78M
3472025-04-23 17:01:59SALZHAUER MICHAEL $163.71M
3482025-04-23 17:00:34HAVEN GLOBAL PARTNERS LLC $95.43M
3492025-04-23 16:57:27ROBECO INSTITUTIONAL ASSET MANAGEMENT B V $51.48B
3502025-04-23 16:57:24VALUE PARTNER INVESTMENTS INC $1.16B
3512025-04-23 16:49:22SEQUOIA FINANCIAL ADVISORS LLC $12.96B
3522025-04-23 16:49:18KAVAR CAPITALPARTNERS GROUP LLC $600.02M
3532025-04-23 16:48:47TERRA NOVA ASSET MANAGEMENT LLC $127.07M
3542025-04-23 16:43:37ASPETUCK FINANCIAL MANAGEMENT LLC $116.22M
3552025-04-23 16:38:39PURE FINANCIAL ADVISORS INC $4.78B
3562025-04-23 16:34:50LIFELONG WEALTH ADVISORS INC $213.44M
3572025-04-23 16:34:13SOL CAPITAL MANAGEMENT CO $907.21K
3582025-04-23 16:22:57GENERATE INVESTMENT MANAGEMENT LTD $1.43B
3592025-04-23 16:22:20LIVE OAK INVESTMENT PARTNERS $126.76M
3602025-04-23 16:18:33ALPINE BANK WEALTH MANAGEMENT $623.10M
3612025-04-23 16:13:30NRI WEALTH MANAGEMENT LC $135.21M
3622025-04-23 16:08:38FINANCIAL LIFE PLANNERS $102.74M
3632025-04-23 16:03:49CREATIVE FINANCIAL DESIGNS INC ADV $1.25B
3642025-04-23 16:01:40NOVA R WEALTH INC $201.90M
3652025-04-23 15:56:25TSA WEALTH MANAGMENT LLC $251.49M
3662025-04-23 15:55:27NATIONWIDE FUND ADVISORS $1.17B
3672025-04-23 15:54:27SECURITY NATIONAL BANK $529.42M
3682025-04-23 15:52:18WEALTH EFFECTS LLC $238.07M
3692025-04-23 15:50:17PHILLIPS WEALTH PLANNERS LLC $94.64M
3702025-04-23 15:46:00VANNOY ADVISORY GROUP INC $134.85M
3712025-04-23 15:44:27PERIGON WEALTH MANAGEMENT LLC $3.90B
3722025-04-23 15:42:53OMNIA FAMILY WEALTH LLC $239.08M
3732025-04-23 15:40:43NEW WORLD ADVISORS LLC $441.65M
3742025-04-23 15:38:43INMAN JAGER WEALTH MANAGEMENT LLC $133.48M
3752025-04-23 15:37:03TIGEROAK MANAGEMENT LLC $258.99M
3762025-04-23 15:36:51WHITE PINE INVESTMENT CO $371.44K
3772025-04-23 15:34:56CVFG LLC $109.96M
3782025-04-23 15:32:52TYCHE WEALTH PARTNERS LLC $462.01M
3792025-04-23 15:27:43ARLINGTON PARTNERS LLC $254.83M
3802025-04-23 15:21:39FFG PARTNERS LLC $243.01M
3812025-04-23 15:17:10SAYBROOK CAPITAL NC $362.31M
3822025-04-23 15:02:23HBK SORCE ADVISORY LLC $3.41B
3832025-04-23 14:59:03SYLVEST ADVISORS LLC $159.96M
3842025-04-23 14:54:57PINNACLE BANK $306.73M
3852025-04-23 14:44:39ALPHA FINANCIAL ADVISORS LLC $224.91M
3862025-04-23 14:42:30FERGUSON SHAPIRO LLC $268.64M
3872025-04-23 14:31:17GOLDEN STATE WEALTH MANAGEMENT LLC $673.03M
3882025-04-23 14:31:07FINANCIAL GUIDANCE GROUP INC $185.18M
3892025-04-23 14:20:42GENESIS PRIVATE WEALTH LLC $188.54M
3902025-04-23 14:19:15SHAKER INVESTMENTS LLC OH $207.61M
3912025-04-23 14:17:34SPECTRUM INVESTMENT ADVISORS INC $154.95M
3922025-04-23 14:17:03SAGE INVESTMENT COUNSEL LLC $78.88M
3932025-04-23 14:14:36GIMBAL FINANCIAL $110.84M
3942025-04-23 14:12:58MOUNT VERNON ASSOCIATES INC MD $122.62K
3952025-04-23 14:09:14BOSS RETIREMENT ADVISORS LLC $344.88M
3962025-04-23 13:59:58INDEPENDENT SOLUTIONS WEALTH MANAGEMENT LLC $446.72M
3972025-04-23 13:58:16PMV CAPITAL ADVISERS LLC $41.18M
3982025-04-23 13:50:17SPIRE WEALTH MANAGEMENT $3.12B
3992025-04-23 13:43:08TIMONIER FAMILY OFFICE LTD $226.13M
4002025-04-23 13:32:01WAYPOINT WEALTH COUNSEL $159.33M
4012025-04-23 13:30:16BESSEMER GROUP INC $55.78M
4022025-04-23 13:29:22CB T WEALTH MANAGEMENT $208.51M
4032025-04-23 13:25:16FIRST PACIFIC FINANCIAL $492.83M
4042025-04-23 13:22:26AURORA PRIVATE WEALTH INC $108.86K
4052025-04-23 13:21:47WILLIAMS FINANCIAL LLC $143.07M
4062025-04-23 13:19:37NORTHLAND CAPITAL MANAGEMENT LLC $147.83M
4072025-04-23 13:12:16OLYMPUS WEALTH MANAGEMENT LLC $227.73M
4082025-04-23 13:10:42KELLETT SCHAFFNER WEALTH ADVISORS LLC $144.35M
4092025-04-23 13:10:10MOKAN WEALTH MANAGEMENT INC $165.96M
4102025-04-23 13:08:04DORVAL CORP $248.59M
4112025-04-23 12:55:56SAXONY CAPITAL MANAGEMENT LLC $143.34M
4122025-04-23 12:54:54JONES COLLOMBIN INVESTMENT COUNSEL INC $239.40M
4132025-04-23 12:38:39BERKSHIRE MONEY MANAGEMENT INC $891.12M
4142025-04-23 12:37:16MATTERN CAPITAL MANAGEMENT LLC $785.40M
4152025-04-23 12:32:18RIVERBEND WEALTH MANAGEMENT LLC $111.77M
4162025-04-23 12:30:56MISSION HILLS FINANCIAL ADVISORY LLC $144.05M
4172025-04-23 12:22:15MATTERN WEALTH MANAGEMENT LLC $452.02M
4182025-04-23 12:12:04BALANCE WEALTH LLC $153.89M
4192025-04-23 12:12:01SAGE FINANCIAL MANAGEMENT GROUP INC $275.51K
4202025-04-23 12:07:42RAM INVESTMENT PARTNERS LLC $405.05M
4212025-04-23 12:02:31ADAMS NATURAL RESOURCES FUND INC $679.85M
4222025-04-23 11:57:42VALICENTI ADVISORY SERVICES INC $388.88K
4232025-04-23 11:53:39ADAMS DIVERSIFIED EQUITY FUND INC $2.51B
4242025-04-23 11:49:15WEALTHQUEST CORP $1.20B
4252025-04-23 11:47:50GRAY PRIVATE WEALTH LLC $166.13M
4262025-04-23 11:39:30SLOCUM GORDON & CO LLP $133.93M
4272025-04-23 11:37:42GOLDEN STATE EQUITY PARTNERS $505.22M
4282025-04-23 11:36:49E G ADVISORS LP $354.37M
4292025-04-23 11:36:22TRUST CO OF KANSAS $187.73K
4302025-04-23 11:33:41LECAP ASSET MANAGEMENT LTD $428.24M
4312025-04-23 11:33:12S A MASON LLC $189.28M
4322025-04-23 11:29:31SUMMERHILL CAPITAL MANAGEMENT LNC $74.59M
4332025-04-23 11:25:55GLOBAL ASSETS ADVISORY LLC $531.14M
4342025-04-23 11:24:36MILL CAPITAL MANAGEMENT LLC $1.25B
4352025-04-23 11:10:46SPIDER MANAGEMENT COMPANY LLC $232.38M
4362025-04-23 11:09:01STEPHENSON NATIONAL BANK AND TRUST $278.16M
4372025-04-23 11:08:13BANK OF ITALY $1.89M
4382025-04-23 11:07:40KOESTEN HIRSCHMANN & CRABTREE INC $4.76M
4392025-04-23 11:06:41FIELD MAIN BANK $283.19M
4402025-04-23 11:04:54RONNA SUE COHEN $229.20M
4412025-04-23 11:01:57ARCHFORD CAPITAL STRATEGIES LLC $682.80M
4422025-04-23 11:01:19TABR CAPITAL MANAGEMENT LLC $95.97M
4432025-04-23 10:54:27FINANCIAL ENHANCEMENT GROUP LLC $648.94M
4442025-04-23 10:47:06STRATEGIC INVESTMENT ADVISORS MI $943.71M
4452025-04-23 10:41:24EDMP INC $119.43M
4462025-04-23 10:39:20HORIZON BANCORP INC IN $176.92K
4472025-04-23 10:38:44RUEDI WEALTH MANAGEMENT INC $319.56M
4482025-04-23 10:36:57PENN DAVIS MCFARLAND INC $845.38M
4492025-04-23 10:31:31ECON FINANCIAL SERVICES CORP $187.81M
4502025-04-23 10:29:56SYQUANT CAPITAL SAS $140.95K
4512025-04-23 10:21:26PBMARES WEALTH MANAGEMENT LLC $499.54M
4522025-04-23 10:15:16INDEPENDENCE ASSET ADVISORS LLC $30.85M
4532025-04-23 10:15:04VECTORS RESEARCH MANAGEMENT LLC $285.95M
4542025-04-23 10:09:30YORKTOWN MANAGEMENT RESEARCH CO INC $92.01M
4552025-04-23 10:06:18INVESCO LLC $243.46M
4562025-04-23 10:05:20HARBOUR CAPITAL ADVISORS LLC $404.47M
4572025-04-23 10:05:14PROACTIVE WEALTH STRATEGIES LLC $187.54K
4582025-04-23 09:58:57GENWORTH FINANCIAL INC $372.87M
4592025-04-23 09:47:29ASSET PLANNING SERVICES INC LA ADV $196.70K
4602025-04-23 09:46:34MORAN WEALTH MANAGEMENT LLC $2.97B
4612025-04-23 09:42:19FOURTH DIMENSION WEALTH LLC $206.88M
4622025-04-23 09:41:06SYMMETRY PARTNERS LLC $719.11M
4632025-04-23 09:37:27UNISON ASSET MANAGEMENT LLC $169.89M
4642025-04-23 09:36:42CARL STUART INVESTMENT ADVISOR INC $177.14M
4652025-04-23 09:35:53LEADING EDGE FINANCIAL PLANNING LLC $320.11M
4662025-04-23 09:34:50PACIFIC SAGE PARTNERS LLC $444.25M
4672025-04-23 09:34:20CORNERSTONE WEALTH GROUP LLC $1.21B
4682025-04-23 09:33:11GERBER LLC $119.97M
4692025-04-23 09:30:57NAVIS WEALTH ADVISORS LLC $101.85M
4702025-04-23 09:30:42NEW COVENANT TRUST COMPANY NA $94.68M
4712025-04-23 09:29:45BALBOA WEALTH PARTNERS $414.20M
4722025-04-23 09:28:28BERRY WEALTH GROUP LP $127.83M
4732025-04-23 09:27:37HI LINE CAPITAL MANAGEMENT LLC $267.33M
4742025-04-23 09:26:55C2C WEALTH MANAGEMENT LLC $106.49M
4752025-04-23 09:26:15BLUESPHERE ADVISORS LLC $174.75M
4762025-04-23 09:23:19G2 CAPITAL MANAGEMENT LLC OH $330.14M
4772025-04-23 09:23:00RETIREMENT GUYS FORMULA LLC $201.28M
4782025-04-23 09:21:05SHEETS SMITH WEALTH MANAGEMENT $804.82M
4792025-04-23 09:14:32HELEN STEPHENS GROUP LLC $353.37M
4802025-04-23 09:10:00WIN ADVISORS INC $194.67M
4812025-04-23 09:02:00PACIFIC FINANCIAL GROUP INC $123.91M
4822025-04-23 09:00:22COMMUNITY FINANCIAL SERVICES GROUP LLC $461.27M
4832025-04-23 08:57:01AIFG CONSULTANTS LTD $60.71M
4842025-04-23 08:55:08IMG WEALTH MANAGEMENT INC $111.34M
4852025-04-23 08:49:06CHEVY CHASE TRUST HOLDINGS INC $31.27B
4862025-04-23 08:47:45ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC $202.20M
4872025-04-23 08:42:04SAVA INFOND DOO $524.16M
4882025-04-23 08:30:15FAMILY LEGACY INC $291.43M
4892025-04-23 08:22:07KIRR MARBACH CO LLC IN $431.10M
4902025-04-23 08:16:10CLIMBER CAPITAL SA $127.07M
4912025-04-23 08:11:03APEIRON CAPITAL LTD $217.59M
4922025-04-23 07:59:43LAFLEUR GODFREY LLC $737.06M
4932025-04-23 07:39:54PETROS FAMILY WEALTH LLC $90.43M
4942025-04-23 06:54:27E FUND MANAGEMENT (HONG KONG) CO LTD $111.55M
4952025-04-23 06:31:03DIAM CO LTD $28.91B
4962025-04-23 06:01:20GHP INVESTMENT ADVISORS INC $2.08B
4972025-04-22 21:38:28FOUNDATION WEALTH MANAGEMENT LLC PA $210.10M
4982025-04-22 21:37:40NARWHAL CAPITAL MANAGEMENT $1.12B
4992025-04-22 21:34:29SCHARF INVESTMENTS LLC $3.31B
5002025-04-22 21:33:04JOHNSON BIXBY AND ASSOCIATES LLC $668.79M
5012025-04-22 21:31:42BLOSSOM WEALTH MANAGEMENT $49.72M
5022025-04-22 21:31:21SC&H FINANCIAL ADVISORS INC $508.33M
5032025-04-22 21:29:41PRIVATE HARBOUR INVESTMENT MANAGEMENT COUNSEL LLC $90.09M
5042025-04-22 21:28:39MOKOSAK ADVISORY GROUP LLC $323.91M
5052025-04-22 21:27:34GUARDIAN FINANCIAL PARTNERS LLC $209.03M
5062025-04-22 21:25:58FIGURE 8 INVESTMENT STRATEGIES LLC $95.49M
5072025-04-22 21:25:28DAVID KENNON INC $251.22M
5082025-04-22 21:23:06CHAPIN DAVIS INC $293.42M
5092025-04-22 21:21:21ELWOOD GOETZ WEALTH ADVISORY GROUP LLC $409.33M
5102025-04-22 21:17:31POST RESCH TALLON GROUP INC $97.99M
5112025-04-22 21:15:56WALKNER CONDON FINANCIAL ADVISORS LLC $494.43M
5122025-04-22 21:15:38EAGLE STRATEGIES LLC $575.09M
5132025-04-22 21:14:53UNCOMMON CENTS INVESTING LLC $340.96M
5142025-04-22 21:14:51VALUE STAR ASSET MANAGEMENT (HONG KONG) LTD $16.36M
5152025-04-22 21:14:19GOELZER INVESTMENT MANAGEMENT INC $1.70B
5162025-04-22 21:13:15VALMARK ADVISERS INC $6.63B
5172025-04-22 21:12:40OPPENHEIMER ASSET MANAGEMENT INC $8.06B
5182025-04-22 21:11:23OPPENHEIMER CO INC $6.62B
5192025-04-22 21:07:26CLEARVIEW WEALTH ADVISORS LLC $133.84M
5202025-04-22 21:00:06SYMPHONY FINANCIAL LTD CO $168.85M
5212025-04-22 20:54:22SYSTELLIGENCE LLC $416.41M
5222025-04-22 20:49:08COOPER INVESTORS PTY LTD $615.51M
5232025-04-22 20:48:19MASCAGNI WEALTH MANAGEMENT INC $101.54M
5242025-04-22 20:36:32CONSOLIDATED PORTFOLIO REVIEW CORP $624.02M
5252025-04-22 20:33:32CITRINE CAPITAL LLC $159.80M
5262025-04-22 20:26:37MONEYWISE INC $188.88M
5272025-04-22 20:20:39HOFER & ASSOCIATES INC $147.34M
5282025-04-22 20:15:06PROFESSIONAL FINANCIAL ADVISORS LLC $393.76M
5292025-04-22 19:47:24LONGBOARD ASSET MANAGEMENT LP $34.05M
5302025-04-22 19:38:24CREWE ADVISORS LLC $711.56M
5312025-04-22 19:26:33TEAM FINANCIAL GROUP LLC $173.29M
5322025-04-22 19:22:56VANTAGE POINT FINANCIAL LLC $198.47M
5332025-04-22 19:03:33AUSBIL INVESTMENT MANAGEMENT LTD $163.86M
5342025-04-22 18:51:59EQ WEALTH ADVISORS LLC $125.51M
5352025-04-22 18:51:47CONTINUUM ADVISORY LLC $776.40M
5362025-04-22 18:48:18VERUS WEALTH MANAGEMENT LLC $91.27M
5372025-04-22 18:39:09BRIDGEPORT FINANCIAL SOLUTIONS LLC $221.70M
5382025-04-22 18:19:12KEYSTONE FINANCIAL SERVICES $262.38M
5392025-04-22 18:14:47LEDYARD NATIONAL BANK $1.01B
5402025-04-22 18:03:56SUNESIS ADVISORS LLC $184.33M
5412025-04-22 17:59:21YHB INVESTMENT ADVISORS INC $1.20B
5422025-04-22 17:58:20EMBREE FINANCIAL GROUP $596.96M
5432025-04-22 17:56:16KEUDELL MORRISON WEALTH MANAGEMENT $424.01M
5442025-04-22 17:55:38INVESTMENT PLANNING ADVISORS INC $246.11M
5452025-04-22 17:54:24INTEGRIS WEALTH MANAGEMENT LLC $350.61M
5462025-04-22 17:52:02SMITH HOWARD WEALTH MANAGEMENT LLC $366.92M
5472025-04-22 17:50:21WOODTRUST FINANCIAL CORP $713.95K
5482025-04-22 17:48:45DAVIDSON KAHN CAPITAL MANAGEMENT LLC $129.91M
5492025-04-22 17:48:03SPIREPOINT PRIVATE CLIENT LLC $765.46M
5502025-04-22 17:47:25SOUTHERN CAPITAL ADVISORS LLC $180.31M
5512025-04-22 17:46:19WINEBRENNER CAPITAL MANAGEMENT LLC $110.87M
5522025-04-22 17:46:14JB CAPITAL LLC $1.81B
5532025-04-22 17:44:46FORM WEALTH ADVISORS LLC $736.03M
5542025-04-22 17:42:51LAZARI CAPITAL MANAGEMENT INC $244.57M
5552025-04-22 17:40:27CAPITOL FAMILY OFFICE INC $75.72M
5562025-04-22 17:40:26PALISADE ASSET MANAGEMENT LLC $973.56M
5572025-04-22 17:38:45LEGACY ADVISORS LLC $971.61M
5582025-04-22 17:34:22GALLAGHER CAPITAL ADVISORS LLC $131.25M
5592025-04-22 17:33:20ASSUREDPARTNERS INVESTMENT ADVISORS LLC $518.09M
5602025-04-22 17:29:56SPINNAKER INVESTMENT GROUP LLC $442.23M
5612025-04-22 17:27:45SAWGRASS ASSET MANAGEMENT LLC $815.52M
5622025-04-22 17:27:375T WEALTH LLC $186.60M
5632025-04-22 17:23:32ANTONELLI FINANCIAL ADVISORS LLC $124.19M
5642025-04-22 17:21:54CAPSTONE CAPITAL WEALTH ADVISORS $124.66M
5652025-04-22 17:21:28HWG HOLDINGS LP $224.27M
5662025-04-22 17:20:33BRUESKE ADVISORY SERVICES LLC $105.58M
5672025-04-22 17:18:56FORT HENRY CAPITAL LLC $139.26M
5682025-04-22 17:17:24STILES FINANCIAL SERVICES INC $260.51M
5692025-04-22 17:15:28WHALEN WEALTH MANAGEMENT INC $149.93M
5702025-04-22 17:13:53PALUMBO WEALTH MANAGEMENT LLC $299.17M
5712025-04-22 17:12:11ICAPITAL WEALTH LLC $164.30M
5722025-04-22 17:10:28M3 ADVISORY GROUP LLC $126.55M
5732025-04-22 17:10:20CENTERPOINT ADVISORY GROUP $101.68M
5742025-04-22 17:09:00FMA WEALTH MANAGEMENT LLC $130.18M
5752025-04-22 17:07:12TRUEMARK INVESTMENTS LLC $381.66M
5762025-04-22 17:05:59JOEL ADAMS & ASSOCIATES INC $111.14M
5772025-04-22 17:04:20ACORN CREEK CAPITAL LLC $200.32M
5782025-04-22 17:04:19MOSER WEALTH ADVISORS LLC $190.81M
5792025-04-22 17:04:18JMAC ENTERPRISES LLC $421.35M
5802025-04-22 17:01:39VERDE SERVICOS INTERNACIONAIS S A $175.10K
5812025-04-22 17:00:50CABANA LLC $16.05M
5822025-04-22 16:58:39THREE CORD TRUE WEALTH MANAGEMENT LLC $116.60M
5832025-04-22 16:58:10WETZEL INVESTMENT ADVISORS INC $198.35M
5842025-04-22 16:57:15DIVERSIFIED PORTFOLIOS INC $950.80M
5852025-04-22 16:56:40CONSOLIDATED PLANNING CORP $726.49M
5862025-04-22 16:55:43RUNNYMEDE CAPITAL ADVISORS INC $104.24M
5872025-04-22 16:49:33CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC $47.99M
5882025-04-22 16:46:30TANGLEWOOD LEGACY ADVISORS LLC $228.17M
5892025-04-22 16:45:08SHARIAPORTFOLIO INC $192.51M
5902025-04-22 16:43:49YODER WEALTH MANAGEMENT INC $177.68M
5912025-04-22 16:42:48PARK CAPITAL MANAGEMENT LLC WI $85.56M
5922025-04-22 16:40:21CV ADVISORS LLC $284.25M
5932025-04-22 16:36:34DOPKINS WEALTH MANAGEMENT LLC $196.71M
5942025-04-22 16:36:16XML FINANCIAL LLC $1.07B
5952025-04-22 16:35:35JFS WEALTH ADVISORS LLC $1.48B
5962025-04-22 16:31:15BROWN LISLE CUMMINGS INC $345.03M
5972025-04-22 16:30:47FLAGSHIP HARBOR ADVISORS LLC $1.90B
5982025-04-22 16:30:44ENCOMPASS WEALTH ADVISORS LLC $245.68M
5992025-04-22 16:30:21PRAIRIE WEALTH ADVISORS INC $203.36M
6002025-04-22 16:28:04FRIDAY FINANCIAL $167.13M
6012025-04-22 16:22:54GRACE WHITE INC NY $523.81M
6022025-04-22 16:21:56RODGERS AND ASSOCIATES LTD $820.22M
6032025-04-22 16:17:59AMARILLO NATIONAL BANK $513.99M
6042025-04-22 16:17:09PENNSYLVANIA CAPITAL MANAGEMENT INC ADV $272.38M
6052025-04-22 16:14:17LIVE OAK PRIVATE WEALTH LLC $617.17M
6062025-04-22 16:13:39UCLA FOUNDATION $93.62M
6072025-04-22 16:12:31DUNCKER STREETT CO INC $504.70M
6082025-04-22 16:11:58ILLUMINE INVESTMENT MANAGEMENT LLC $122.09M
6092025-04-22 16:09:42JERICHO FINANCIAL LLP $137.64M
6102025-04-22 16:08:51HUDSON VALUE PARTNERS LLC $266.10M
6112025-04-22 16:07:49RIDGECREST WEALTH PARTNERS LLC $190.95M
6122025-04-22 16:06:08SHELTER MUTUAL INSURANCE CO $414.79M
6132025-04-22 16:02:55SHELTER INS RETIREMENT PLAN $77.25M
6142025-04-22 16:02:49FIRST BANCORP INC $153.95M
6152025-04-22 15:57:04COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC $123.81M
6162025-04-22 15:54:03WESTHAMPTON CAPITAL LLC $183.29M
6172025-04-22 15:53:03BREAKTHRU ADVISORY SERVICES LLC $64.67M
6182025-04-22 15:52:07STAPP WEALTH MANAGEMENT PLLC $64.93M
6192025-04-22 15:49:501858 WEALTH MANAGEMENT LLC $118.05M
6202025-04-22 15:47:39KENNEDY INVESTMENT GROUP $215.42M
6212025-04-22 15:46:01MADISON WEALTH PARTNERS INC $405.07M
6222025-04-22 15:45:14TASSEL CAPITAL MANAGEMENT INC $114.36M
6232025-04-22 15:43:51VERIDAN WEALTH LLC $221.32M
6242025-04-22 15:42:33PARADIEM LLC $362.63M
6252025-04-22 15:42:04CHERRY CREEK INVESTMENT ADVISORS INC $192.20M
6262025-04-22 15:41:21WEALTHCARE INVESTMENT PARTNERS LLC $235.82M
6272025-04-22 15:39:46MBE WEALTH MANAGEMENT LLC $209.01M
6282025-04-22 15:38:52WOLFF WIESE MAGANA LLC $146.93M
6292025-04-22 15:38:03CASSIA CAPITAL PARTNERS LLC $160.29M
6302025-04-22 15:37:19GENESEE CAPITAL ADVISORS LLC $199.97M
6312025-04-22 15:36:28AVANTRA FAMILY WEALTH INC $104.22M
6322025-04-22 15:35:36ERGAWEALTH ADVISORS INC $201.81M
6332025-04-22 15:33:45ASPIRE CAPITAL ADVISORS LLC $335.03M
6342025-04-22 15:33:32MENDOTA FINANCIAL GROUP LLC $92.17M
6352025-04-22 15:29:20COUNTRY TRUST BANK $3.97B
6362025-04-22 15:28:49CHANNING GLOBAL ADVISORS LLC $146.96M
6372025-04-22 15:18:04COHO PARTNERS LTD $1.66B
6382025-04-22 15:15:32CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC $29.64M
6392025-04-22 15:11:41CRUMLY ASSOCIATES INC $362.16M
6402025-04-22 15:04:41FIRST FINANCIAL GROUP CORP $88.33M
6412025-04-22 14:58:52REFINED WEALTH MANAGEMENT $122.25M
6422025-04-22 14:56:06ONEFUND LLC $98.01M
6432025-04-22 14:53:49EWA LLC $269.04M
6442025-04-22 14:52:43ATTICUS WEALTH MANAGEMENT LLC $306.42M
6452025-04-22 14:48:09LVZ ADVISORS INC $761.97M
6462025-04-22 14:46:01FLOWER CITY CAPITAL $152.50M
6472025-04-22 14:39:14CONSTELLATION INVESTMENTS INC $2.11B
6482025-04-22 14:38:06VERITY WEALTH ADVISORS $134.93M
6492025-04-22 14:29:15INTEGRITY WEALTH SOLUTIONS LLC $184.54M
6502025-04-22 14:28:08KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND $1.40M
6512025-04-22 14:24:18MANNING & NAPIER ADVISORS LLC $8.10B
6522025-04-22 14:23:56KENTUCKY RETIREMENT SYSTEMS $3.28M
6532025-04-22 14:22:37VANTAGE INVESTMENT PARTNERS LLC $1.19B
6542025-04-22 14:19:07GUYASUTA INVESTMENT ADVISORS INC $1.57B
6552025-04-22 14:18:53CONSOLIDATED INVESTMENT GROUP LLC $652.50M
6562025-04-22 14:13:30GPWM LLC $149.01M
6572025-04-22 14:12:13CENTER FOR FINANCIAL PLANNING INC $782.59M
6582025-04-22 14:09:55NORTH POINT PORTFOLIO MANAGERS CORP OH $570.28M
6592025-04-22 14:07:11TANDEM CAPITAL MANAGEMENT CORP ADV $178.95M
6602025-04-22 14:06:27PORTFOLIO STRATEGIES INC $645.79M
6612025-04-22 14:04:14HARVEY INVESTMENT CO LLC $900.74K
6622025-04-22 13:57:34MAD RIVER INVESTORS $236.05M
6632025-04-22 13:55:14OXENFREE CAPITAL LLC $131.44M
6642025-04-22 13:52:03MINICHMACGREGOR WEALTH MANAGEMENT LLC $446.45M
6652025-04-22 13:51:45SYNERGY FINANCIAL MANAGEMENT LLC $812.97M
6662025-04-22 13:49:23ALTRIUS CAPITAL MANAGEMENT INC $411.42M
6672025-04-22 13:48:07ENVISION FINANCIAL LLC $132.71M
6682025-04-22 13:45:59H&H RETIREMENT DESIGN & MANAGEMENT INC $150.24M
6692025-04-22 13:44:31CREWS BANK & TRUST $586.27M
6702025-04-22 13:42:51BUCK WEALTH STRATEGIES LLC $550.30M
6712025-04-22 13:40:21HILLCREST WEALTH ADVISORS NY LLC $201.97M
6722025-04-22 13:37:44SAGE FINANCIAL GROUP INC $1.24B
6732025-04-22 13:34:00FSC WEALTH ADVISORS LLC $152.40M
6742025-04-22 13:32:27DEERE & CO $0.00
6752025-04-22 13:31:06ELLIS INVESTMENT PARTNERS LLC $483.70M
6762025-04-22 13:30:25CHILDRESS CAPITAL ADVISORS LLC $345.14M
6772025-04-22 13:28:17CROSS STAFF INVESTMENTS INC $132.47M
6782025-04-22 13:25:04COHALO ADVISORY LLC $1.36M
6792025-04-22 13:15:56MOISAND FITZGERALD TAMAYO LLC $722.81M
6802025-04-22 13:12:00AXOS INVEST INC $129.03M
6812025-04-22 13:01:37SK WEALTH MANAGEMENT LLC $186.32M
6822025-04-22 13:00:18DIXON FNANCIAL SERVICES INC $185.02M
6832025-04-22 12:59:41INNEALTA CAPITAL LLC $184.57M
6842025-04-22 12:56:14BRIGHT FUTURES WEALTH MANAGEMENT LLC $91.19M
6852025-04-22 12:53:32MERKKURI WEALTH ADVISORS LLC $116.78M
6862025-04-22 12:50:28MPS LORIA FINANCIAL PLANNERS LLC $337.15M
6872025-04-22 12:46:50MATRIX ASSET ADVISORS INC NY $906.31M
6882025-04-22 12:43:56TT CAPITAL MANAGEMENT LLC $118.81M
6892025-04-22 12:39:49BRENDEL FINANCIAL ADVISORS LLC $164.62K
6902025-04-22 12:38:21RAPPAPORT REICHES CAPITAL MANAGEMENT LLC $400.15M
6912025-04-22 12:36:05RUNNING OAK CAPITAL LLC $829.12M
6922025-04-22 12:32:09BRICKWOOD ASSET MANAGEMENT LLP $130.26M
6932025-04-22 12:29:21SHUM FINANCIAL GROUP INC $115.56M
6942025-04-22 12:27:17HEARTLAND BANK & TRUST CO $194.79M
6952025-04-22 12:18:13CYR FINANCIAL INC $100.41M
6962025-04-22 12:16:14MIDWEST FINANCIAL GROUP LLC $172.10M
6972025-04-22 12:09:54MASSO TORRENCE WEALTH MANAGEMENT INC $187.27M
6982025-04-22 12:06:47CHICO WEALTH RIA $115.24M
6992025-04-22 12:03:00ABSHER WEALTH MANAGEMENT LLC $762.60M
7002025-04-22 11:58:40SIVIK GLOBAL HEALTHCARE LLC $184.96K
7012025-04-22 11:58:19TT INTERNATIONAL ASSET MANAGEMENT LTD $669.63M
7022025-04-22 11:51:52FIRST PREMIER BANK $394.01K
7032025-04-22 11:47:24BURT WEALTH ADVISORS $399.13M
7042025-04-22 11:42:09GARDE CAPITAL INC $1.78B
7052025-04-22 11:41:43FISHMAN JAY A LTD MI $915.60M
7062025-04-22 11:31:49UNION SAVINGS BANK $204.62M
7072025-04-22 11:22:14APPLIED CAPITAL LLC $203.83M
7082025-04-22 11:18:51CULLINAN ASSOCIATES INC $1.41B
7092025-04-22 11:13:53INCOME RESEARCH MANAGEMENT $234.83M
7102025-04-22 11:09:25INLIGHT WEALTH MANAGEMENT LLC $161.56M
7112025-04-22 11:06:51LIGHTHOUSE WEALTH MANAGEMENT INC $109.10M
7122025-04-22 11:04:21INTACT INVESTMENT MANAGEMENT INC $2.92B
7132025-04-22 10:59:55SAVIOR LLC $16.64M
7142025-04-22 10:59:52FIRST AMERICAN BANK $1.35B
7152025-04-22 10:54:58TOWER VIEW INVESTMENT MANAGEMENT RESEARCH LLC $171.74M
7162025-04-22 10:52:10RFP FINANCIAL GROUP LLC $248.62M
7172025-04-22 10:47:32GREAT OAK CAPITAL PARTNERS LLC $299.18M
7182025-04-22 10:41:43CENTER FOR ASSET MANAGEMENT LLC $163.54M
7192025-04-22 10:40:39NILSINE PARTNERS LLC $912.49M
7202025-04-22 10:40:09BERNARDO WEALTH PLANNING LLC $417.95M
7212025-04-22 10:36:26BONFIRE FINANCIAL $108.47M
7222025-04-22 10:32:40CANTON HATHAWAY LLC $494.90K
7232025-04-22 10:30:33BREWSTER FINANCIAL PLANNING LLC $135.28M
7242025-04-22 10:29:39REGISTER FINANCIAL ADVISORS LLC $192.07M
7252025-04-22 10:26:32COBBLESTONE ASSET MANAGEMENT LLC $171.25M
7262025-04-22 10:18:54WOODMONT INVESTMENT COUNSEL LLC $1.38B
7272025-04-22 10:14:56SAWYER COMPANY INC $247.56K
7282025-04-22 10:14:03SUNCOAST EQUITY MANAGEMENT $884.90M
7292025-04-22 10:10:25HUBBELL STRICKLAND WEALTH MANAGEMENT LLC $211.28M
7302025-04-22 10:10:24WEAVER CAPITAL MANAGEMENT LLC $377.87M
7312025-04-22 09:53:58GARLAND CAPITAL MANAGEMENT INC $106.81M
7322025-04-22 09:47:35CLIO ASSET MANAGEMENT LLC $125.72M
7332025-04-22 09:44:57MARIETTA WEALTH MANAGEMENT LLC $681.25M
7342025-04-22 09:39:21DELTEC ASSET MANAGEMENT LLC $465.27M
7352025-04-22 09:31:57WORLD EQUITY GROUP INC $350.04M
7362025-04-22 09:26:09CONTINUUM WEALTH ADVISORS LLC $195.05M
7372025-04-22 09:15:39MONTE FINANCIAL GROUP LLC $228.47M
7382025-04-22 09:15:36CONNECTIVE PORTFOLIO MANAGEMENT LLC $29.63M
7392025-04-22 09:15:04ASPIRE PRIVATE CAPITAL LLC $402.13M
7402025-04-22 09:15:01CCG WEALTH MANAGEMENT LLC $167.17M
7412025-04-22 09:14:50EVERENCE CAPITAL MANAGEMENT INC $1.47M
7422025-04-22 09:14:12HILL ISLAND FINANCIAL LLC $341.17M
7432025-04-22 09:13:30SPECTRUM PLANNING AND ADVISORY SERVICES INC $120.14M
7442025-04-22 09:00:07ECHO WEALTH MANAGEMENT LLC $148.02M
7452025-04-22 08:57:25VANWEELDEN WEALTH MANAGEMENT LLC $112.40M
7462025-04-22 08:56:58COURANT INVESTMENT MANAGEMENT LLC $119.37M
7472025-04-22 08:46:15NORWAY SAVINGS BANK $175.87M
7482025-04-22 08:40:49GAM HOLDING AG $1.29B
7492025-04-22 08:37:46STONEGATE INVESTMENT GROUP LLC $3.74B
7502025-04-22 08:36:47RETIREMENT PLANNING GROUP LLC NY $98.27M
7512025-04-22 08:35:37APPLETON PARTNERS INC MA $1.29M
7522025-04-22 08:35:26PETRA FINANCIAL ADVISORS INC $121.99M
7532025-04-22 08:00:23PERFROMANCE WEALTH PARTNERS LLC $2.80B
7542025-04-22 07:58:51MAYPORT LLC $362.66M
7552025-04-22 07:56:55ERTS WEALTH ADVISORS LLC $514.72M
7562025-04-22 07:55:15DENVER WEALTH MANAGEMENT INC $219.27M
7572025-04-22 07:17:30PACKER CO LTD $329.16K
7582025-04-22 06:19:05COVEA FINANCE $2.18B
7592025-04-22 06:02:04CARRET ASSET MANAGEMENT LLC $885.18M
7602025-04-22 06:01:11TRB ADVISORS LP $211.00M
7612025-04-21 21:43:01THOMA BRAVO LLC $14.56B
7622025-04-21 20:55:48EVANSON ASSET MANAGEMENT LLC $1.41B
7632025-04-21 20:55:23HERITAGE WEALTH MANAGEMENT INC TEXAS $172.61M
7642025-04-21 20:54:55DAVIES FINANCIAL ADVISORS INC $117.32M
7652025-04-21 20:54:30CORNERSTONE MANAGEMENT INC $534.05M
7662025-04-21 20:54:03CARR FINANCIAL GROUP CORP $305.16M
7672025-04-21 20:53:44CONGRESS PARK CAPITAL LLC $264.04M
7682025-04-21 20:53:15PRIVATE WEALTH PARTNERS LLC $1.21B
7692025-04-21 20:52:47ADVISOR RESOURCE COUNCIL $1.24B
7702025-04-21 20:51:55SEGMENT WEALTH MANAGEMENT LLC $1.48B
7712025-04-21 20:51:43UG INVESTMENT ADVISERS LTD $365.07M
7722025-04-21 20:48:22DMKC ADVISORY SERVICES LLC $111.01M
7732025-04-21 20:47:54COMPASS ION ADVISORS LLC $848.93M
7742025-04-21 20:47:23CANTOR FITZGERALD INVESTMENT ADVISER L P $1.37B
7752025-04-21 20:46:53ARROW INVESTMENT ADVISORS LLC $94.49M
7762025-04-21 20:45:51AZARIAS CAPITAL MANAGEMENT L P $180.48M
7772025-04-21 20:45:00WORTH FINANCIAL ADVISORY GROUP LLC $157.36M
7782025-04-21 20:44:22CABOT WEALTH MANAGEMENT INC $784.97M
7792025-04-21 19:52:04CASTLEVIEW PARTNERS LLC $147.75M
7802025-04-21 19:17:51MIZUHO SECURITIES CO LTD $8.43M
7812025-04-21 19:09:55FOUNDATION WEALTH MANAGEMENT LLC $127.67M
7822025-04-21 19:08:11PFG INVESTMENTS LLC $1.56B
7832025-04-21 19:00:20CORDANT INC $192.03M
7842025-04-21 18:56:20ADVOCATE GROUP LLC $548.32M
7852025-04-21 18:36:15DALE Q RICE INVESTMENT MANAGEMENT LTD $193.54M
7862025-04-21 18:20:11XY PLANNING NETWORK INC $149.92M
7872025-04-21 18:08:27ELSER FINANCIAL PLANNING INC $72.25M
7882025-04-21 18:05:51JAMISON PRIVATE WEALTH MANAGEMENT INC $656.15M
7892025-04-21 17:56:02CANOE FINANCIAL LP $6.24B
7902025-04-21 17:45:44DUPONT CAPITAL MANAGEMENT CORP $903.08M
7912025-04-21 17:41:27PUTNEY FINANCIAL GROUP LLC $95.05M
7922025-04-21 17:39:18ROCKLINE WEALTH MANAGEMENT LLC $359.38M
7932025-04-21 17:37:52COTTAGE STREET ADVISORS LLC $199.94M
7942025-04-21 17:31:48NORTH GROWTH MANAGEMENT LTD $473.69K
7952025-04-21 17:27:44CITIZENS NORTHERN CORP $354.68M
7962025-04-21 17:27:34MERIWETHER WEALTH & PLANNING LLC $153.26M
7972025-04-21 17:21:22L M KOHN & COMPANY $382.82M
7982025-04-21 17:20:49CPA ASSET MANAGEMENT LLC $227.17M
7992025-04-21 17:14:54BRADY FAMILY WEALTH LLC $312.63M
8002025-04-21 17:04:26RIVERWATER PARTNERS LLC $194.81M
8012025-04-21 17:03:56KRAFT ASSET MANAGEMENT LLC $109.20M
8022025-04-21 17:03:27SHELTON WEALTH MANAGEMENT LLC $183.92M
8032025-04-21 16:59:33STABLEFORD CAPITAL II LLC $236.41M
8042025-04-21 16:54:57SINCERUS ADVISORY LLC $94.80M
8052025-04-21 16:53:35MARTIN WORLEY GROUP $175.23M
8062025-04-21 16:50:53SPIRIT OF AMERICA MANAGEMENT CORP NY $493.89M
8072025-04-21 16:49:41PROATHLETE WEALTH MANAGEMENT LLC $274.43M
8082025-04-21 16:46:26ABUNDANCE WEALTH COUNSELORS $477.55K
8092025-04-21 16:35:32OSBORNE PARTNERS CAPITAL MANAGEMENT LLC $1.73B
8102025-04-21 16:35:24RF&L WEALTH MANAGEMENT LLC $139.84M
8112025-04-21 16:34:32GOOD STEWARD WEALTH ADVISORS LLC $109.88M
8122025-04-21 16:34:21ALTA CAPITAL MANAGEMENT LLC $1.54B
8132025-04-21 16:29:03VANDERBILT UNIVERSITY $523.55M
8142025-04-21 16:24:09WJ INTERESTS LLC $215.02M
8152025-04-21 16:18:44RETIREMENT SYSTEMS OF ALABAMA $25.70B
8162025-04-21 16:18:18MEANS INVESTMENT CO INC $941.67M
8172025-04-21 16:18:16CLEAR POINT ADVISORS INC $111.22M
8182025-04-21 16:10:05CLARK & STUART INC $137.24M
8192025-04-21 16:09:45WALTER KEENAN FINANCIAL CONSULTING CO MI ADV $332.04M
8202025-04-21 16:02:48ANDREWS LUCIA WEALTH MANAGEMENT LLC $148.88M
8212025-04-21 16:02:22ROBERTS WEALTH ADVISORS LLC $324.25M
8222025-04-21 16:01:30DECISIONMAP WEALTH MANAGEMENT LLC $131.47M
8232025-04-21 16:01:08TRIFECTA CAPITAL ADVISORS LLC $477.21M
8242025-04-21 15:57:07TRUE LINK FINANCIAL ADVISORS LLC $1.34B
8252025-04-21 15:57:00KENTUCKY TRUST CO $168.23M
8262025-04-21 15:56:26FLAGSTONE FINANCIAL MANAGEMENT $310.45M
8272025-04-21 15:50:07LIFEGOAL WEALTH ADVISORS $92.60M
8282025-04-21 15:49:55CHERRY TREE WEALTH MANAGEMENT LLC $414.68M
8292025-04-21 15:48:44OLD SECOND NATIONAL BANK OF AURORA $424.70M
8302025-04-21 15:48:26PROVIDENT WEALTH MANAGEMENT LLC $290.24M
8312025-04-21 15:48:09RIVERBRIDGE PARTNERS LLC $6.23B
8322025-04-21 15:47:35SILIGMUELLER & NORVID WEALTH ADVISORS LLC $236.41M
8332025-04-21 15:46:52LONGVIEW WEALTH MANAGEMENT $333.41M
8342025-04-21 15:44:52O DELL GROUP LLC $385.83M
8352025-04-21 15:38:13COLONY FAMILY OFFICES LLC $320.56M
8362025-04-21 15:37:43FIVE PINE WEALTH MANAGEMENT $122.82M
8372025-04-21 15:35:20RIVER STREET ADVISORS LLC $201.96M
8382025-04-21 15:20:10PHILO SMITH CAPITAL CORP $363.58M
8392025-04-21 15:17:51NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $2.63B
8402025-04-21 15:16:27ORG PARTNERS LLC $406.32M
8412025-04-21 15:13:42JIM SAULNIER & ASSOCIATES LLC $128.53M
8422025-04-21 15:09:57INVESTMENT RESEARCH ADVISORY GROUP INC $239.39M
8432025-04-21 15:02:24RONALD BLUE TRUST INC $7.80B
8442025-04-21 15:01:05MERRION INVESTMENT MANAGEMENT CO LLC $139.29M
8452025-04-21 14:58:47BRADY MARTZ WEALTH SOLUTIONS LLC $441.71M
8462025-04-21 14:54:55CLG LLC $288.15M
8472025-04-21 14:53:40AUTUMN GLORY PARTNERS LLC $201.49M
8482025-04-21 14:51:03ADVISORY RESOURCE GROUP $491.01M
8492025-04-21 14:50:45ERN FINANCIAL LLC $632.91M
8502025-04-21 14:47:29BAY COLONY ADVISORY GROUP INC D B A BAY COLONY ADVISORS $655.83M
8512025-04-21 14:33:53NORRIS PERNE FRENCH LLP MI $1.33B
8522025-04-21 14:33:11STRATEGIC POINT INVESTMENT ADVISORS LLC $600.36M
8532025-04-21 14:33:11MATTHEW GOFF INVESTMENT ADVISOR LLC $542.15M
8542025-04-21 14:30:28COMPASS CAPITAL CORP MA ADV $190.82M
8552025-04-21 14:29:02HCR WEALTH ADVISORS $768.14M
8562025-04-21 14:21:37TOWNSEND ASSET MANAGEMENT CORP NC ADV $259.41M
8572025-04-21 14:19:42BRICKTOWN CAPITAL LLC $533.78M
8582025-04-21 14:19:04CURRAN FINANCIAL PARTNERS LLC $407.36M
8592025-04-21 14:13:48GFS ADVISORS LLC $498.06M
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11292025-04-17 09:57:49KC INVESTMENT ADVISORS LLC $453.77M
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12912025-04-16 11:25:57NORTHWESTERN UNIVERSITY $62.50M
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13012025-04-16 10:48:39WILLIS INVESTMENT COUNSEL $1.49B
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13112025-04-16 10:00:18POLIANTA LTD $207.14K
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13212025-04-16 06:08:00ASSET VALUE INVESTORS LTD $172.21M
13222025-04-15 20:25:34MOGY JOEL R INVESTMENT COUNSEL INC $1.55B
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13612025-04-15 16:13:18ARVEST INVESTMENTS INC $634.19M
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14042025-04-15 13:58:05INTRACK INVESTMENT MANAGEMENT INC $110.11K
14052025-04-15 13:55:08RUBICON GLOBAL CAPITAL LTD $293.29M
14062025-04-15 13:53:46DONALDSON CAPITAL MANAGEMENT LLC $2.65B
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14102025-04-15 13:41:30ELLENBECKER INVESTMENT GROUP $556.47M
14112025-04-15 13:34:32BANNERMAN WEALTH MANAGEMENT GROUP LLC $122.46M
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14172025-04-15 12:52:50REDHAWK WEALTH ADVISORS INC $743.57M
14182025-04-15 12:50:53ALHAMBRA INVESTMENT PARTNERS LLC $194.05M
14192025-04-15 12:42:08STRATEGIC EQUITY MANAGEMENT $237.88M
14202025-04-15 12:40:21CX INSTITUTIONAL $2.65M
14212025-04-15 12:29:11COLUMBIA ADVISORY PARTNERS LLC $115.34M
14222025-04-15 12:21:23STATE INSURANCE FUND $185.98M
14232025-04-15 12:18:56FOUNDERS CAPITAL MANAGEMENT LLC $543.70M
14242025-04-15 11:56:54LATKO WEALTH MANAGEMENT LTD $154.22K
14252025-04-15 11:56:13KOZAK AND ASSOCIATES INC $400.85M
14262025-04-15 11:49:05MV CAPITAL MANAGEMENT INC $931.95M
14272025-04-15 11:37:21MICHAEL S RYAN INC $142.95M
14282025-04-15 11:03:28ASSENAGON ASSET MANAGEMENT S A $59.95B
14292025-04-15 11:03:08MONARCH CAPITAL MANAGEMENT INC $359.80M
14302025-04-15 11:02:21ROCKINGSTONE ADVISORS LLC $222.16M
14312025-04-15 10:57:56OAK FAMILY ADVISORS LLC $296.88M
14322025-04-15 10:55:27ORGEL WEALTH MANAGEMENT LLC $3.85B
14332025-04-15 10:54:48BANCFIRST TRUST & INVESTMENT MANAGEMENT $200.65M
14342025-04-15 10:46:09ATWOOD PALMER INC $1.44B
14352025-04-15 10:42:03MOSELEY INVESTMENT MANAGEMENT INC $250.70M
14362025-04-15 10:40:25HANDELSBANKEN FONDER AB $24.26M
14372025-04-15 10:37:52TERRA ALPHA INVESTMENTS LLC $92.06M
14382025-04-15 10:35:08COLLIER FINANCIAL $117.62M
14392025-04-15 10:33:07BFI INFINITY LTD $92.58M
14402025-04-15 10:32:41NEPSIS CAPITAL MANAGEMENT INC $405.02M
14412025-04-15 10:32:17PETREDIS INVESTMENT ADVISORS LLC $956.56M
14422025-04-15 10:31:45SANIBEL CAPTIVA TRUST COMPANY INC $3.08B
14432025-04-15 10:30:57WILLIAM MARSH RICE UNIVERSITY $236.89M
14442025-04-15 10:21:08CORRIGAN FINANCIAL INC $485.36M
14452025-04-15 10:20:08SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $172.51M
14462025-04-15 10:17:27AVANZA FONDER AB $3.05B
14472025-04-15 10:17:21TRIMTABS ASSET MANAGEMENT LLC $636.74M
14482025-04-15 10:14:42PARSONS CAPITAL MANAGEMENT INC RI $1.83B
14492025-04-15 10:07:02WALKER ASSET MANAGEMENT LLC $164.51M
14502025-04-15 10:05:50IBEX WEALTH ADVISORS $756.07M
14512025-04-15 10:03:25HOME FEDERAL BANK OF TENNESSEE $338.03M
14522025-04-15 09:57:50FRANKLIN STREET ADVISORS INC NC $1.42M
14532025-04-15 09:57:37INTEGRATED ADVISORS NETWORK LLC $1.98B
14542025-04-15 09:56:22TRUEBLOOD WEALTH MANAGEMENT LLC $215.58M
14552025-04-15 09:53:33INTEGRAL INVESTMENT ADVISORS INC $313.27M
14562025-04-15 09:52:14IPSEN ADVISOR GROUP LLC $116.19M
14572025-04-15 09:50:28VESTMENT FINANCIAL LLC $139.35M
14582025-04-15 09:49:05SG AMERICAS SECURITIES LLC $30.48M
14592025-04-15 09:44:26FINANCIAL COUNCIL ASSET MANAGEMENT INC $185.51M
14602025-04-15 09:42:38CENTRAL VALLEY ADVISORS LLC $263.94M
14612025-04-15 09:41:44CURATED WEALTH PARTNERS LLC $772.93M
14622025-04-15 09:34:51DIVIDEND ASSET CAPITAL LLC $528.34M
14632025-04-15 09:28:35PARAGON ADVISORS LLC $264.49M
14642025-04-15 08:51:34FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES $409.27M
14652025-04-15 08:47:28MANITOU INVESTMENT MANAGEMENT LTD $514.43M
14662025-04-15 08:41:27SJS INVESTMENT CONSULTING INC $586.41M
14672025-04-15 08:35:29SONORA INVESTMENT MANAGEMENT GROUP LLC $1.26B
14682025-04-15 07:31:23AMELIORA WEALTH MANAGEMENT LTD $265.85M
14692025-04-15 07:07:29LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT $1.77B
14702025-04-14 20:55:04CRESCENT STERLING LTD $97.52M
14712025-04-14 20:43:02MADDEN SECURITIES CORP $257.69M
14722025-04-14 20:36:52ACCURATE WEALTH MANAGEMENT LLC $523.90M
14732025-04-14 20:25:45AYRSHIRE CAPITAL MANAGEMENT LLC $206.62M
14742025-04-14 20:25:12PRAIRIE SKY FINANCIAL GROUP LLC $168.36M
14752025-04-14 20:20:18KINGSTONE CAPITAL PARTNERS TEXAS LLC $124.22M
14762025-04-14 20:10:40SHIRA RIDGE WEALTH MANAGEMENT $200.55M
14772025-04-14 20:07:31ATTESSA CAPITAL LLC $152.89M
14782025-04-14 19:42:10FIDUCIARY FINANCIAL GROUP LLC $459.46M
14792025-04-14 19:35:12MICHAEL A DUBIS FINANCIAL PLANNING LLC $103.02M
14802025-04-14 18:28:42KANEN WEALTH MANAGEMENT LLC $247.81M
14812025-04-14 18:28:39SIMPLICITY WEALTH LLC $1.29B
14822025-04-14 18:07:45WEST PACES ADVISORS INC $439.01M
14832025-04-14 17:39:40FIRST NATIONAL BANK SIOUX FALLS $247.12M
14842025-04-14 17:36:01WEALTHCARE CAPITAL MANAGEMENT LLC $985.97M
14852025-04-14 17:34:20WEALTHCARE ADVISORY PARTNERS LLC $3.73B
14862025-04-14 17:33:31TRUST CO OF OKLAHOMA $289.69M
14872025-04-14 17:32:42KRASNEY FINANCIAL LLC $741.25M
14882025-04-14 17:31:06REUTER JAMES WEALTH MANAGEMENT LLC $574.81M
14892025-04-14 17:31:04REQUISITE CAPITAL MANAGEMENT LLC $443.39M
14902025-04-14 17:29:28REGATTA CAPITAL GROUP LLC $516.36M
14912025-04-14 17:27:28PARISI GRAY WEALTH MANAGEMENT $306.26M
14922025-04-14 17:26:05PANORAMIC CAPITAL PARTNERS LLC $97.02M
14932025-04-14 17:23:28OBJECTIVITY SQUARED LLC $119.33M
14942025-04-14 17:21:58OCTAVIA WEALTH ADVISORS LLC $823.56M
14952025-04-14 17:20:34BRUCE G ALLEN INVESTMENTS LLC $126.30M
14962025-04-14 17:19:21MUIRFIELD WEALTH ADVISORS LLC $117.75M
14972025-04-14 17:17:06MIDLAND WEALTH ADVISORS LLC $1.70B
14982025-04-14 17:15:22INTERNATIONAL PRIVATE WEALTH ADVISORS LLC $104.34M
14992025-04-14 17:13:50INVESTMENT ADVISORY GROUP LLC $298.93M
15002025-04-14 17:12:09HENRICKSON NAUTA WEALTH ADVISORS INC $244.38M
15012025-04-14 17:10:16EVEREST MANAGEMENT CORP $109.67M
15022025-04-14 17:08:14TOUNJIAN ADVISORY PARTNERS LLC $534.02M
15032025-04-14 17:00:01YOUSIF CAPITAL MANAGEMENT LLC $8.61B
15042025-04-14 16:58:25HARBOR CAPITAL ADVISORS INC $2.19M
15052025-04-14 16:45:47TRUEFG LLC $303.88M
15062025-04-14 16:38:43BRIDGE CITY CAPITAL LLC $333.43M
15072025-04-14 16:38:22OLSTEIN CAPITAL MANAGEMENT LP $543.23K
15082025-04-14 16:29:52CLARITY CAPITAL ADVISORS LLC $152.30M
15092025-04-14 16:26:08IMC CHICAGO LLC $176.65B
15102025-04-14 16:25:48DAYMARK WEALTH PARTNERS LLC $2.32B
15112025-04-14 16:12:32CHICAGO TRUST CO NA $563.92M
15122025-04-14 16:02:31GREAT WATERS WEALTH MANAGEMENT $720.76M
15132025-04-14 16:01:35GIBSON CAPITAL LLC $488.93M
15142025-04-14 15:57:08CARDINAL CAPITAL MANAGEMENT INC $2.94B
15152025-04-14 15:56:55NORTHSTAR ADVISORY GROUP LLC $153.09M
15162025-04-14 15:55:46PALLAS CAPITAL ADVISORS LLC $2.41B
15172025-04-14 15:50:41WFA ASSET MANAGEMENT CORP $191.23M
15182025-04-14 15:43:08CETERA TRUST COMPANY NA $156.93M
15192025-04-14 15:42:10PFS PARTNERS LLC $189.04M
15202025-04-14 15:35:53PATRICK M SWEENEY & ASSOCIATES INC $133.86M
15212025-04-14 15:35:18FARTHER FINANCE ADVISORS LLC $3.92B
15222025-04-14 15:34:45CITY HOLDING CO $709.91M
15232025-04-14 15:34:26MILLINGTON FINANCIAL ADVISORS LLC $162.73M
15242025-04-14 15:32:42RHEOS CAPITAL WORKS INC $1.23M
15252025-04-14 15:26:33RWM ASSET MANAGEMENT LLC $630.28M
15262025-04-14 15:17:45DEANE RETIREMENT STRATEGIES INC $209.82M
15272025-04-14 15:13:59RANGE FINANCIAL GROUP LLC $225.33M
15282025-04-14 15:11:52CJM WEALTH ADVISERS LTD $283.20M
15292025-04-14 15:10:39CMH WEALTH MANAGEMENT LLC $399.13M
15302025-04-14 15:09:15MOSS ADAMS WEALTH ADVISORS LLC $949.63M
15312025-04-14 15:03:33WISER WEALTH MANAGEMENT INC $356.43M
15322025-04-14 14:58:33COURIER CAPITAL CORP $1.53B
15332025-04-14 14:52:18WELA STRATEGIES LLC $236.90M
15342025-04-14 14:49:25STRATEGIC WEALTH DESIGNERS $7.46M
15352025-04-14 14:38:59WESBANCO BANK INC $2.88B
15362025-04-14 14:31:40CENTRICITY WEALTH MANAGEMENT LLC $110.17M
15372025-04-14 14:30:01NEWSQUARE CAPITAL LLC $1.23B
15382025-04-14 14:29:58SELECTIVE WEALTH MANAGEMENT INC $229.84M
15392025-04-14 14:26:39GREYSTONE FINANCIAL GROUP LLC $550.91M
15402025-04-14 14:24:42TOTH FINANCIAL ADVISORY CORP $830.69M
15412025-04-14 14:15:10BALDWIN BROTHERS INC MA $1.43B
15422025-04-14 14:06:48SHOREPATH CAPITAL MANAGEMENT LLC $132.54M
15432025-04-14 14:06:22FENIMORE ASSET MANAGEMENT INC $4.72B
15442025-04-14 14:06:07FOUNDATION RESOURCE MANAGEMENT INC $634.39M
15452025-04-14 13:56:19VERT ASSET MANAGEMENT LLC $290.94M
15462025-04-14 13:47:30OUTLOOK WEALTH ADVISORS LLC $359.44M
15472025-04-14 13:43:16WERLINICH ASSET MANAGEMENT LLC $157.47M
15482025-04-14 13:42:51PILLAR WEALTH ADVISORS LLC $0.00
15492025-04-14 13:36:57BLACK POINT WEALTH MANAGEMENT $17.28M
15502025-04-14 13:36:10CHERRYDALE WEALTH MANAGEMENT LLC $252.90M
15512025-04-14 13:35:59MCDONOUGH CAPITAL MANAGEMENT INC $153.11M
15522025-04-14 13:34:36FIRST CITIZENS BANK TRUST CO $3.94B
15532025-04-14 13:31:51FINANCIAL DESIGNS CORP $143.60M
15542025-04-14 13:31:21MCCARTHY & COX $229.66M
15552025-04-14 13:30:25SHERMAN ASSET MANAGEMENT INC $104.67M
15562025-04-14 13:29:26AHL INVESTMENT MANAGEMENT INC $145.12M
15572025-04-14 13:20:17CAMELOT TECHNOLOGY ADVISORS INC $110.63M
15582025-04-14 13:14:29CABOT WELLINGTON LLC $271.42M
15592025-04-14 13:11:10SINGLE POINT PARTNERS LLC $426.04K
15602025-04-14 13:10:04PRIEBE WEALTH HOLDINGS LLC $160.35M
15612025-04-14 12:55:40ABACUS PLANNING GROUP INC $570.88M
15622025-04-14 12:55:21COMPASS PLANNING ASSOCIATES INC $98.94M
15632025-04-14 12:46:57TANGLEWOOD WEALTH MANAGEMENT INC $888.92M
15642025-04-14 12:38:42IRONWOOD WEALTH MANAGEMENT INC $191.85M
15652025-04-14 12:33:01CAPITAL INVESTMENT ADVISORS LLC $5.11B
15662025-04-14 12:30:06CEDAR MOUNTAIN ADVISORS LLC $446.44M
15672025-04-14 12:27:11BCS WEALTH MANAGEMENT $388.91K
15682025-04-14 12:21:47PILLAR FINANCIAL ADVISORS LLC $134.18M
15692025-04-14 12:18:03DISCIPLINED EQUITY MANAGEMENT INC $143.78M
15702025-04-14 12:17:04WEDGE CAPITAL MANAGEMENTLLPNC $5.16B
15712025-04-14 12:12:30GOODHAVEN CAPITAL MANAGEMENT LLC $295.23M
15722025-04-14 12:11:0825 LLC $241.72M
15732025-04-14 12:04:45CGC FINANCIAL SERVICES LLC $252.91M
15742025-04-14 11:57:44HICKORY POINT BANK & TRUST $113.73M
15752025-04-14 11:49:48PFW ADVISORS LLC $318.96M
15762025-04-14 11:42:41RV CAPITAL GMBH $452.99M
15772025-04-14 11:34:31TILIA FIDUCIARY PARTNERS INC $150.03M
15782025-04-14 11:34:01CENTRAL BANK TRUST CO $598.59M
15792025-04-14 11:33:24LLOYD ADVISORY SERVICES LLC $199.09M
15802025-04-14 11:32:34MERIDIAN FINANCIAL PARTNERS LLC $197.08K
15812025-04-14 11:31:30BENNETT SELBY INVESTMENTS LP $253.00M
15822025-04-14 11:28:08BANGOR SAVINGS BANK $1.06B
15832025-04-14 11:26:59PARK AVENUE SECURITIES LLC $8.14M
15842025-04-14 11:21:53OLD NATIONAL BANCORP IN $3.81B
15852025-04-14 11:20:53SOA WEALTH ADVISORS LLC $479.01M
15862025-04-14 11:20:26GLOBAL WEALTH MANAGEMENT LLC $173.33M
15872025-04-14 11:17:05ONE + ONE WEALTH MANAGEMENT LLC $183.29M
15882025-04-14 11:16:56PROFESSIONAL ADVISORY SERVICES INC $714.00K
15892025-04-14 11:06:42FLAGSHIP PRIVATE WEALTH LLC $210.00M
15902025-04-14 11:04:45BROADWAY WEALTH SOLUTIONS INC $137.03M
15912025-04-14 11:03:13GREENSPRING ADVISORS LLC $421.53M
15922025-04-14 11:01:38KENNEBEC SAVINGS BANK $94.49M
15932025-04-14 11:01:37CLIENT FIRST INVESTMENT MANAGEMENT LLC $147.47M
15942025-04-14 10:56:50NAVPOINT FINANCIAL INC $142.21M
15952025-04-14 10:55:02UPPER LEFT WEALTH MANAGEMENT LLC $139.45M
15962025-04-14 10:53:57MIRACLE MILE ADVISORS LLC $4.99B
15972025-04-14 10:53:36RDA FINANCIAL NETWORK $335.38M
15982025-04-14 10:53:35SEILERN INVESTMENT MANAGEMENT LTD $1.53B
15992025-04-14 10:53:07BARON FINANCIAL GROUP LLC $158.97M
16002025-04-14 10:51:06PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC $745.97M
16012025-04-14 10:48:50FINANCIAL ADVISORY CORP $604.13M
16022025-04-14 10:46:27REVOLVE WEALTH PARTNERS LLC $691.41M
16032025-04-14 10:44:40ROCKWOOD WEALTH MANAGEMENT LLC $981.17M
16042025-04-14 10:42:44CHARTER OAK CAPITAL MANAGEMENT LLC $1.09B
16052025-04-14 10:39:37WHITAKER MYERS WEALTH MANAGERS LTD $356.55M
16062025-04-14 10:35:27WEDMONT PRIVATE CAPITAL $1.95B
16072025-04-14 10:35:10UMB BANK N A MO $6.07B
16082025-04-14 10:28:28ARBOR WEALTH ADVISORS LLC $112.12M
16092025-04-14 10:26:11WYNN CAPITAL LLC $168.38M
16102025-04-14 10:22:47GRIFFITH & WERNER INC $160.83M
16112025-04-14 10:20:39KMG FIDUCIARY PARTNERS LLC $1.20B
16122025-04-14 10:18:29DENTGROUP LLC $133.36M
16132025-04-14 10:18:11CITY CENTER ADVISORS LLC $85.63M
16142025-04-14 10:14:14WEALTHCARE CAPITAL PARTNERS LLC $194.49M
16152025-04-14 10:12:47BARDEN CAPITAL MANAGEMENT INC $112.39M
16162025-04-14 10:12:30BANK OF NEW HAMPSHIRE $382.19M
16172025-04-14 10:11:40WASHINGTON CAPITAL MANAGEMENT INC $124.01M
16182025-04-14 10:09:50MOULTON WEALTH MANAGEMENT INC $131.16M
16192025-04-14 10:07:21BEACH INVESTMENT COUNSEL INC PA $679.44K
16202025-04-14 10:04:02YARBROUGH CAPITAL LLC $2.33B
16212025-04-14 10:03:43MERCURIA CAPITAL STRATEGIES LLC $82.56M
16222025-04-14 10:03:27LPWM LLC $310.46M
16232025-04-14 10:01:59KRAEMATON INVESTMENT ADVISORS INC $98.30M
16242025-04-14 10:01:19ARS WEALTH ADVISORS GROUP LLC $708.40M
16252025-04-14 09:58:39PERENNIAL ADVISORS LLC $501.32M
16262025-04-14 09:48:30SENTINEL PENSION ADVISORS INC $543.42M
16272025-04-14 09:41:38CLEAN YIELD GROUP $306.93M
16282025-04-14 09:35:49FFG RETIREMENT ADVISORS LLC $146.88M
16292025-04-14 09:34:29EAGLE WEALTH STRATEGIES LLC $162.92M
16302025-04-14 09:31:37BOURNE LENT ASSET MANAGEMENT INC $233.08M
16312025-04-14 09:21:24BUTTONWOOD FINANCIAL GROUP LLC $170.59M
16322025-04-14 09:02:22ORRSTOWN FINANCIAL SERVICES INC $420.13M
16332025-04-14 08:58:38REGENT PEAK WEALTH ADVISORS LLC $423.61M
16342025-04-14 08:48:21LEXAURUM ADVISORS LLC $521.86M
16352025-04-14 08:28:53ONE ADVISORY PARTNERS LLC $234.14M
16362025-04-14 06:35:35WEALTHNAVI INC $8.99M
16372025-04-14 06:16:02TB ALTERNATIVE ASSETS LTD $430.44M
16382025-04-14 06:15:47WIT PARTNERS ADVISORY PTE LTD $302.91M
16392025-04-11 19:05:04MENLO ADVISORS LLC $210.32K
16402025-04-11 18:48:36SIVIA CAPITAL PARTNERS LLC $214.28M
16412025-04-11 18:44:52R H DINEL INVESTMENT COUNSEL INC $146.55M
16422025-04-11 18:27:47GEMMER ASSET MANAGEMENT LLC $1.00B
16432025-04-11 17:36:13SUNFLOWER BANK N A $356.74M
16442025-04-11 17:25:43PRINCIPIA WEALTH ADVISORY LLC $104.40M
16452025-04-11 17:05:36PERKINS COIE TRUST CO $440.96M
16462025-04-11 16:54:11CMC FINANCIAL GROUP $44.20M
16472025-04-11 16:47:42ROB EXPLORATION LLC $13.62M
16482025-04-11 16:36:23FIRST CITY CAPITAL MANAGEMENT INC $166.76M
16492025-04-11 16:33:48PISCATAQUA SAVINGS BANK $113.16M
16502025-04-11 16:12:55CISCO SYSTEMS INC $243.88M
16512025-04-11 16:11:02RENAISSANCE CAPITAL LLC $129.52M
16522025-04-11 15:52:46GLEASON GROUP INC $553.52M
16532025-04-11 15:47:21LAKE HILLS WEALTH MANAGEMENT LLC $144.83M
16542025-04-11 15:40:26GODSEY GIBB ASSOCIATES $1.02B
16552025-04-11 15:38:33WEALTHBRIDGE INVESTMENT COUNSEL INC $274.77K
16562025-04-11 15:31:42PERSIUM ADVISORS LLC $105.48M
16572025-04-11 15:14:50HOLLAND ADVISORY SERVICES INC $65.92M
16582025-04-11 15:10:58JOULE FINANCIAL LLC $284.93M
16592025-04-11 15:08:41PARAGON FINANCIAL PARTNERS INC $127.66M
16602025-04-11 15:07:28COMPTON FINANCIAL GROUP LLC $347.25M
16612025-04-11 15:03:41SULZBERGER CAPITAL ADVISORS INC $76.09M
16622025-04-11 14:57:37TOWNELEY CAPITAL MANAGEMENT INC DE $427.47M
16632025-04-11 14:52:00RELIANT INVESTMENT MANAGEMENT LLC $192.70M
16642025-04-11 14:43:22AAFMAA WEALTH MANAGEMENT AND TRUST LLC $220.27M
16652025-04-11 14:43:03STRATEGENT FINANCIAL LLC $110.49M
16662025-04-11 14:26:00PRINCETON GLOBAL ASSET MANAGEMENT LLC $503.71M
16672025-04-11 14:19:57INTERGY PRIVATE WEALTH LLC $262.98M
16682025-04-11 14:16:03HOESE AND CO LLP $115.32M
16692025-04-11 14:12:13BARTON INVESTMENT MANAGEMENT $814.08M
16702025-04-11 14:01:33FIDUCIARY PLANNING LLC $303.51M
16712025-04-11 13:51:10LEICHT FINANCIAL PLANNING WEALTH MANAGEMENT INC $191.21M
16722025-04-11 13:50:47PINE HAVEN INVESTMENT COUNSEL INC $119.16M
16732025-04-11 13:50:27GATEWAY INVESTMENT ADVISERS LLC $8.71B
16742025-04-11 13:50:04GGM FINANCIALS LLC $146.46M
16752025-04-11 13:49:47LPF ADVISORS LLC $122.17M
16762025-04-11 13:49:15DKM WEALTH MANAGEMENT INC $91.63M
16772025-04-11 13:47:32VANGUARD CAPITAL WEALTH ADVISORS $81.79M
16782025-04-11 13:44:44OLIO FINANCIAL PLANNING $289.33M
16792025-04-11 13:44:17SUCCESSFUL PORTFOLIOS LLC $147.04M
16802025-04-11 13:43:55STONY POINT WEALTH MANAGEMENT INC $234.94M
16812025-04-11 13:43:30STOKES CAPITAL ADVISORS LLC $393.32M
16822025-04-11 13:43:09BLUE ZONE WEALTH ADVISORS LLC $359.89M
16832025-04-11 13:43:06INDEPENDENCE BANK OF KENTUCKY $639.59M
16842025-04-11 13:12:20HARRINGTON INVESTMENTS INC $175.90M
16852025-04-11 13:10:05KFG WEALTH MANAGEMENT LLC $550.14M
16862025-04-11 13:02:37D SCOTT NEAL INC $180.30M
16872025-04-11 12:51:30ALLIANCE WEALTH ADVISORS LLC $176.30M
16882025-04-11 12:48:49HUDSON VALLEY INVESTMENT ADVISORS INC ADV $837.13M
16892025-04-11 12:48:40EPIQ PARTNERS LLC $189.54M
16902025-04-11 12:27:59SARA BAY FINANCIAL $226.76M
16912025-04-11 12:26:46TEALWOOD ASSET MANAGEMENT INC $216.02K
16922025-04-11 12:11:31GRIDIRON PARTNERS LLC $156.28M
16932025-04-11 11:48:57CITY STATE BANK $303.35M
16942025-04-11 11:37:50FIRST AFFIRMATIVE FINANCIAL NETWORK $216.31M
16952025-04-11 11:29:59BUTENSKY COHEN FINANCIAL SECURITY INC $326.70M
16962025-04-11 11:27:49CONGRESS ASSET MANAGEMENT CO MA $13.37B
16972025-04-11 11:18:57RIDGELINE WEALTH LLC $117.63M
16982025-04-11 11:04:21RADNOR CAPITAL MANAGEMENT LLC $596.90K
16992025-04-11 10:59:04CRANBROOK WEALTH MANAGEMENT LLC $430.50M
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17232025-04-11 10:26:44PERMANENT CAPITAL MANAGEMENT LP $348.92M
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17332025-04-11 10:20:27A D BEADELL INVESTMENT COUNSEL INC $120.12K
17342025-04-11 10:20:24INTELLECTUS PARTNERS LLC $405.42M
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17382025-04-11 10:18:20STONECREST WEALTH MANAGEMENT INC $157.36M
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17412025-04-11 10:16:20FORTRESS FINANCIAL GROUP LLC $100.17M
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17512025-04-11 09:55:47HERBST GROUP LLC $141.30M
17522025-04-11 09:55:38GILLESPIE ROBINSON GRIMM INC $1.24B
17532025-04-11 09:54:15AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $136.59M
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17552025-04-11 09:51:28ADAMSBROWN WEALTH CONSULTANTS LLC $318.36M
17562025-04-11 09:49:08NORTHWEST FINANCIAL ADVISORS $120.56M
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17592025-04-11 09:44:09CHOICE WEALTH ADVISORS LLC $191.89M
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17612025-04-11 09:30:07MEDICXI VENTURES MANAGEMENT JERSEY LTD $437.70M
17622025-04-11 09:10:28INSIGHT ADVISORS LLC PA $574.99M
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17652025-04-11 08:45:50NIPPON LIFE INSURANCE CO $6.31M
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17672025-04-11 08:31:10CURAT GLOBAL LLC $82.06M
17682025-04-11 07:10:30GENERALI INVESTMENTS MANAGEMENT CO LLC $351.55M
17692025-04-11 07:00:44E OHMAN J:OR ASSET MANAGEMENT AB $3.76B
17702025-04-11 06:15:03CALEDONIA INVESTMENTS PLC $859.83M
17712025-04-10 20:53:51SAFEGUARD FINANCIAL LLC $456.47M
17722025-04-10 20:47:53MASON & ASSOCIATES LLC $347.13M
17732025-04-10 20:40:09SIGNAL ADVISORS WEALTH LLC $1.02B
17742025-04-10 20:33:58ENCLAVE ADVISORS LLC $585.91M
17752025-04-10 20:28:00ACT WEALTH MANAGEMENT LLC $221.02M
17762025-04-10 18:33:19BONNESS ENTERPRISES INC $306.51M
17772025-04-10 18:29:49RIVERVIEW TRUST CO $101.32M
17782025-04-10 18:16:22MORRIS RETIREMENT ADVISORS LLC $187.40M
17792025-04-10 17:40:14ULLMANN FINANCIAL GROUP INC $752.62M
17802025-04-10 17:39:51PROSPERITY PLANNING INC $319.39M
17812025-04-10 17:39:25EDGE WEALTH MANAGEMENT LLC $493.17M
17822025-04-10 17:39:05HARBOR GROUP INC $500.85M
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17842025-04-10 17:37:43AMI INVESTMENT MANAGEMENT INC $310.17M
17852025-04-10 17:37:23FJELL CAPITAL LLC $98.63M
17862025-04-10 17:36:57ARMSTRONG FLEMING & MOORE INC $82.62M
17872025-04-10 17:36:36CBOE VEST FINANCIAL LLC $6.44B
17882025-04-10 17:36:16WEST COAST FINANCIAL LLC $876.01M
17892025-04-10 17:35:55ANNEX ADVISORY SERVICES LLC $3.53B
17902025-04-10 17:35:34RPOA ADVISORS INC $3.68B
17912025-04-10 17:35:13OAK ASSET MANAGEMENT LLC $272.85M
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17932025-04-10 17:18:55LAKE STREET FINANCIAL LLC $613.99M
17942025-04-10 17:18:19ACT ADVISORS LLC $184.26M
17952025-04-10 17:16:44DILIGENT INVESTORS LLC $410.99M
17962025-04-10 17:16:19TRINITY WEALTH MANAGEMENT LLC $219.03M
17972025-04-10 17:15:53ECLECTIC ASSOCIATES INC ADV $373.18M
17982025-04-10 17:13:08KWB WEALTH $828.91M
17992025-04-10 17:12:32CYPRESS WEALTH SERVICES LLC $493.01M
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18012025-04-10 17:11:46FLUENT FINANCIAL LLC $229.51M
18022025-04-10 17:10:06WEALTH MANAGEMENT PARTNERS LLC $215.90M
18032025-04-10 17:09:27MALTIN WEALTH MANAGEMENT INC $212.94M
18042025-04-10 17:09:01GILMAN HILL ASSET MANAGEMENT LLC $575.68M
18052025-04-10 17:08:38FERMATA ADVISORS LLC $552.68M
18062025-04-10 17:08:07SHERRILL & HUTCHINS FINANCIAL ADVISORY INC $117.30M
18072025-04-10 17:05:33GAINPLAN LLC $154.28M
18082025-04-10 17:05:22WEALTH GROUP LTD $341.31M
18092025-04-10 17:05:02SYSTRADE AG $71.81M
18102025-04-10 17:03:43BREAKWATER CAPITAL GROUP $561.23M
18112025-04-10 17:03:18RETIREMENT PLANNING GROUP $2.13B
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18132025-04-10 17:02:07CHATHAM CAPITAL GROUP INC $599.35M
18142025-04-10 17:01:37CHARLES SCHWAB TRUST CO $1.19B
18152025-04-10 17:01:05CHESLEY TAFT ASSOCIATES LLC IL $2.07B
18162025-04-10 17:00:17SALVUS WEALTH MANAGEMENT LLC $159.50M
18172025-04-10 16:59:40THRIVE WEALTH MANAGEMENT LLC $523.28M
18182025-04-10 16:54:19ARTHUR M COHEN ASSOCIATES LLC $521.63M
18192025-04-10 16:47:54AMS CAPITAL LTDA $242.69K
18202025-04-10 16:40:51THURSTON SPRINGER MILLER HERD & TITAK INC $2.00B
18212025-04-10 16:34:09STEIGERWALD GORDON AND KOCH INC $896.23M
18222025-04-10 16:29:23NAPLES GLOBAL ADVISORS LLC $1.05B
18232025-04-10 16:29:10SUGAR MAPLE ASSET MANAGEMENT LLC $127.04M
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18252025-04-10 16:25:40PAPP L ROY ASSOCIATES $815.20M
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18272025-04-10 16:19:00GRASSI INVESTMENT MANAGEMENT $1.08M
18282025-04-10 16:10:52HF ADVISORY GROUP LLC $228.85M
18292025-04-10 16:08:44BAY RIVERS GROUP $190.74M
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18312025-04-10 16:03:21BEACON FINANCIAL GROUP $915.77M
18322025-04-10 15:56:11CHANNEL WEALTH LLC $321.73M
18332025-04-10 15:52:20MCGRATH & ASSOCIATES INC $54.80M
18342025-04-10 15:50:12WARREN STREET WEALTH ADVISORS LLC $257.56M
18352025-04-10 15:47:52LIFESTYLE ASSET MANAGEMENT INC $181.91M
18362025-04-10 15:46:50MATRIX TRUST CO $592.79K
18372025-04-10 15:36:24CLARE MARKET INVESTMENTS LLC $379.45M
18382025-04-10 15:34:29FSA INVESTMENT GROUP LLC $117.48M
18392025-04-10 15:32:31JOHNSON & WHITE WEALTH MANAGEMENT LLC $178.16K
18402025-04-10 15:29:43SECURE ASSET MANAGEMENT LLC $499.04M
18412025-04-10 15:27:28PORTSIDE WEALTH GROUP LLC $604.36M
18422025-04-10 15:24:50PARK EDGE ADVISORS LLC $359.15M
18432025-04-10 15:19:02OAK ROOT LLC $746.10M
18442025-04-10 15:18:24BENSON INVESTMENT MANAGEMENT COMPANY INC $229.72M
18452025-04-10 15:16:48KEY CLIENT FIDUCIARY ADVISORS LLC $219.85M
18462025-04-10 15:16:31CHRONOS WEALTH MANAGEMENT LLC $186.50M
18472025-04-10 15:14:53LONG RUN WEALTH ADVISORS LLC $441.01M
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18492025-04-10 15:14:01GENWEALTH GROUP INC $453.62M
18502025-04-10 15:12:39CAPITAL ADVANTAGE INC $548.79M
18512025-04-10 15:08:43BRAND ASSET MANAGEMENT GROUP INC $239.69M
18522025-04-10 15:07:46TRUWEALTH ADVISORS LLC $1.66B
18532025-04-10 15:05:04WEALTH ALLIANCE ADVISORY GROUP LLC $482.33M
18542025-04-10 15:03:16VERACITY CAPITAL LLC $258.20M
18552025-04-10 15:02:40GRANITE BAY WEALTH MANAGEMENT LLC $287.85K
18562025-04-10 15:00:43TEAMWORK FINANCIAL ADVISORS LLC $750.90M
18572025-04-10 14:54:54PLATT INVESTMENT COUNSEL LLC $101.35M
18582025-04-10 14:49:01SENDERO WEALTH MANAGEMENT LLC $720.55M
18592025-04-10 14:43:39FINANCIAL ADVISORY PARTNERS LLC $298.90M
18602025-04-10 14:35:55FREEDOM FINANCIAL PARTNERS LLC $214.76M
18612025-04-10 14:29:50IFS ADVISORS LLC $123.16M
18622025-04-10 14:21:44WATCH POINT TRUST CO $1.18B
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18642025-04-10 14:16:06FINANCIAL MANAGEMENT PROFESSIONALS INC $782.88M
18652025-04-10 14:00:52NORTHSIDE CAPITAL MANAGEMENT LLC $615.74M
18662025-04-10 13:42:03ALPHA WEALTH FUNDS LLC $99.04M
18672025-04-10 13:37:29BENIN MANAGEMENT CORP $351.40M
18682025-04-10 13:23:37SMI ADVISORY SERVICES LLC $442.24M
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18702025-04-10 13:15:23ARRIEN INVESTMENTS INC $139.46M
18712025-04-10 13:15:04CATHY PARETO & ASSOCIATES INC $113.08M
18722025-04-10 13:14:14QUADRATIC CAPITAL MANAGEMENT LLC $388.35M
18732025-04-10 13:13:30RICHARD P SLAUGHTER ASSOCIATES INC $428.24M
18742025-04-10 13:08:50IAMS WEALTH MANAGEMENT LLC $218.35M
18752025-04-10 13:05:02BRAVE ASSET MANAGEMENT INC $320.72M
18762025-04-10 13:01:31LAKESHORE CAPITAL GROUP INC $103.68M
18772025-04-10 12:54:30GREENFIELD SAVINGS BANK $203.86M
18782025-04-10 12:52:44STRATEGIC PLANNING GROUP LLC $510.96M
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18812025-04-10 12:39:17CPR INVESTMENTS INC $112.75M
18822025-04-10 12:27:47CONTRAVISORY INVESTMENT MANAGEMENT INC $474.75M
18832025-04-10 12:18:54ACCEL WEALTH MANAGEMENT $276.65M
18842025-04-10 12:11:31PEAK FINANCIAL ADVISORS LLC $201.55M
18852025-04-10 12:05:53TRUEWEALTH ADVISORS LLC $304.49M
18862025-04-10 11:52:20MCALISTER SWEET & ASSOCIATES INC $132.09M
18872025-04-10 11:47:55AMPLIUS WEALTH ADVISORS LLC $961.54M
18882025-04-10 11:42:13APELLA CAPITAL LLC $2.91B
18892025-04-10 11:29:58LEVEL FINANCIAL ADVISORS INC $294.14M
18902025-04-10 11:26:07MYRIAD ASSET MANAGEMENT US LP $237.68M
18912025-04-10 11:18:26PRESILIUM PRIVATE WEALTH LLC $446.37M
18922025-04-10 11:17:35VIKING FUND MANAGEMENT LLC $693.65M
18932025-04-10 11:15:36KAMES CAPITAL PLC $6.86M
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18952025-04-10 10:56:10HORIZONS WEALTH MANAGEMENT $134.36M
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18972025-04-10 10:43:28TRIANGLE SECURITIES WEALTH MANAGEMENT $388.76M
18982025-04-10 10:38:07SNOW PHIPPS GROUP LLC $294.33M
18992025-04-10 10:34:56HENNION AND WALSH ASSET MANAGEMENT INC $2.25B
19002025-04-10 10:33:57HERITAGE FAMILY OFFICES LLP $195.53M
19012025-04-10 10:25:00BRIDGE CREEK CAPITAL MANAGEMENT LLC $317.13M
19022025-04-10 10:24:01ADDIS & HILL INC $143.25M
19032025-04-10 10:06:24HAMILTON LANE ADVISORS LLC $116.27M
19042025-04-10 09:59:07BREMER BANK NATIONAL ASSOCIATION $561.58M
19052025-04-10 09:59:05ORSER CAPITAL MANAGEMENT LLC $136.21M
19062025-04-10 09:47:16SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $107.42M
19072025-04-10 09:46:19GARRETT INVESTMENT ADVISORS LLC $1.02B
19082025-04-10 09:45:20CRESTMONT PRIVATE WEALTH LLC $231.00M
19092025-04-10 09:34:14UNIGESTION HOLDING SA $1.70B
19102025-04-10 09:28:23FIRST FINANCIAL CORP IN $206.86M
19112025-04-10 09:22:51ROMANO BROTHERS AND COMPANY $773.28M
19122025-04-10 08:52:42TRINITY STREET ASSET MANAGEMENT LLP $988.03M
19132025-04-10 07:58:33ARMSTRONG ADVISORY GROUP INC $1.21B
19142025-04-10 07:05:08RIALTO WEALTH MANAGEMENT LLC $318.57K
19152025-04-09 21:16:28TMT GENERAL PARTNER LTD $349.96M
19162025-04-09 20:51:23JBGLOBALCOM LLC $96.18M
19172025-04-09 20:42:43THREADGILL FINANCIAL LLC $186.58M
19182025-04-09 20:40:37LEGACY FINANCIAL GROUP LLC $650.11M
19192025-04-09 20:37:19KURE ADVISORY LLC $132.42M
19202025-04-09 20:29:07MACKEY KOMARA DANKOVICH LLC $88.37M
19212025-04-09 20:25:26EWG ELEVATE INC $267.54M
19222025-04-09 20:19:38SPRING CAPITAL MANAGEMENT LLC $183.24M
19232025-04-09 18:31:22WHIPPLEWOOD ADVISORS LLC $169.38M
19242025-04-09 18:08:37SMITH ANGLIN FINANCIAL LLC $944.68M
19252025-04-09 17:48:31JUNCTURE WEALTH STRATEGIES LLC $257.43M
19262025-04-09 17:47:12MARSHALL SULLIVAN INC WA $197.03M
19272025-04-09 17:36:13TWELE CAPITAL MANAGEMENT INC $471.58M
19282025-04-09 17:17:43SELWAY ASSET MANAGEMENT $242.44M
19292025-04-09 17:15:07BUSKA WEALTH MANAGEMENT LLC $319.11M
19302025-04-09 17:11:49PLANNED SOLUTIONS INC $246.98M
19312025-04-09 17:07:39BOURGEON CAPITAL MANAGEMENT LLC $464.54M
19322025-04-09 16:59:26RFG ADVISORY GROUP LLC $3.70B
19332025-04-09 16:43:46CHICKASAW CAPITAL MANAGEMENT LLC $2.60M
19342025-04-09 16:42:08CAPITAL ASSET ADVISORY SERVICES LLC $1.96B
19352025-04-09 16:39:48ACE MANAGEMENT GLOBAL LTD $0.00
19362025-04-09 16:34:50SWISHER FINANCIAL CONCEPTS INC $120.40M
19372025-04-09 16:31:02CANAAN PARTNERS XI LLC $66.36M
19382025-04-09 16:29:04LEIBMAN FINANCIAL SERVICES INC $128.65M
19392025-04-09 16:13:09FREESTATE ADVISORS LLC $91.38M
19402025-04-09 16:07:36BANK & TRUST CO $122.78M
19412025-04-09 16:04:37SENTRY INVESTMENT MANAGEMENT LLC $147.49K
19422025-04-09 16:04:18KWMG LLC $982.72M
19432025-04-09 16:00:34MCLEAN ASSET MANAGEMENT CORP $302.77M
19442025-04-09 15:52:43ETF PORTFOLIO PARTNERS INC $332.30M
19452025-04-09 15:51:51INVESTRUST $365.59M
19462025-04-09 15:49:31FULTON BANK N A $2.48B
19472025-04-09 15:38:28HBW ADVISORY SERVICES LLC $703.41M
19482025-04-09 15:35:56ST GERMAIN D J CO INC $2.13B
19492025-04-09 15:33:24MERIT FINANCIAL GROUP LLC $6.68B
19502025-04-09 15:31:41OSHER VAN DE VOORDE INVESTMENT MANAGEMENT $442.18M
19512025-04-09 15:22:45BAXTER BROS INC $759.24M
19522025-04-09 15:17:30ZRC WEALTH MANAGEMENT LLC $231.33M
19532025-04-09 15:14:13PALADIN WEALTH LLC $111.32M
19542025-04-09 15:00:55PIONEER WEALTH MANAGEMENT GROUP $232.20M
19552025-04-09 15:00:32BENNETT ASSOCIATES WEALTH MANAGEMENT $121.32M
19562025-04-09 15:00:28MILESTONE ASSET MANAGEMENT LLC $469.83M
19572025-04-09 15:00:10CYPRESS FINANCIAL PLANNING LLC $280.16M
19582025-04-09 14:59:00SIGNATURE SECURITIES GROUP CORPORATION $391.23M
19592025-04-09 14:58:25O'KEEFE STEVENS ADVISORY INC $304.99M
19602025-04-09 14:58:04NAVIGATION WEALTH MANAGEMENT INC $65.46M
19612025-04-09 14:57:40MITCHELL AND PAHLPRIVATE WEALTH LLC $214.50M
19622025-04-09 14:56:22INTEGRYS WEALTH ADVISORS LLC $719.94M
19632025-04-09 14:55:48HUMMER FINANCIAL ADVISORY SERVICES INC $123.15M
19642025-04-09 14:55:15SCHWAB CHARITABLE FUND $3.46B
19652025-04-09 14:49:18HIGH NET WORTH ADVISORY GROUP LLC $354.35M
19662025-04-09 14:40:41GRADIENT INVESTMENTS LLC $4.96B
19672025-04-09 14:40:35AFFIANCE FINANCIAL LLC $429.53M
19682025-04-09 14:37:00MARQUETTE ASSET MANAGEMENT INC $567.17M
19692025-04-09 14:34:24INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORP $176.73M
19702025-04-09 14:28:01LBMC INVESTMENT ADVISORS LLC $1.28B
19712025-04-09 14:27:23ANDERSON HOAGLAND CO $843.11M
19722025-04-09 14:26:43VANTAGEPOINT INVESTMENT ADVISERS LLC $877.06M
19732025-04-09 14:13:13XXEC INC $115.41M
19742025-04-09 14:13:06HARBOR INVESTMENT ADVISORY LLC $1.03B
19752025-04-09 14:09:23KEYSTONE FINANCIAL PLANNING INC $335.65M
19762025-04-09 14:03:01ROXBURY FINANCIAL LLC $102.22M
19772025-04-09 13:57:56GRAVES LIGHT PRIVATE WEALTH MANAGEMENT INC $814.70M
19782025-04-09 13:57:07INTEGRATED CAPITAL MANAGEMENT INC $125.68M
19792025-04-09 13:56:42ARLINGTON FINANCIAL ADVISORS LLC $568.94M
19802025-04-09 13:53:43DIVERGENT PLANNING LLC $301.41M
19812025-04-09 13:48:22SHULMAN DEMEO ASSET MANAGEMENT LLC $356.14M
19822025-04-09 13:46:49TOWERPOINT WEALTH LLC $201.76M
19832025-04-09 13:46:22ELDRED ROCK PARTNERS LLC $327.51M
19842025-04-09 13:45:57QUAD CITIES INVESTMENT GROUP LLC $202.71M
19852025-04-09 13:45:21CAPITAL CS GROUP LLC $61.93M
19862025-04-09 13:44:51IMZ ADVISORY INC $220.48M
19872025-04-09 13:44:28ARCHER INVESTMENT MANAGEMENT LLC $144.56M
19882025-04-09 13:44:01LVW ADVISORS LLC $836.36M
19892025-04-09 13:43:21SARASIN PARTNERS LLP $10.37B
19902025-04-09 13:42:41STRONG TOWER ADVISORY SERVICES $406.56M
19912025-04-09 13:42:02CROCODILE CAPITAL PARTNERS GMBH $70.66M
19922025-04-09 13:31:35MCNAUGHTON WEALTH MANAGEMENT LLC $206.01M
19932025-04-09 12:58:18COX CAPITAL CO LLC $136.98M
19942025-04-09 12:53:16SWEENEY & MICHEL LLC $228.53M
19952025-04-09 12:50:07FRAGASSO GROUP INC $1.35B
19962025-04-09 12:48:14WEYBOSSET RESEARCH MANAGEMENT LLC $286.25M
19972025-04-09 12:38:58QV INVESTORS INC $990.37K
19982025-04-09 12:35:54NBC SECURITIES INC $1.17M
19992025-04-09 12:25:19BAKER TILLY FINANCIAL LLC $255.04M
20002025-04-09 12:09:15FUTURE FINANCIAL WEALTH MANAGMENT LLC $136.37M
20012025-04-09 12:08:07MID AMERICAN WEALTH ADVISORY GROUP INC $186.41M
20022025-04-09 12:02:55GUNDERSON CAPITAL MANAGEMENT INC $155.36M
20032025-04-09 11:58:36WEST FINANCIAL ADVISORS LLC $526.20M
20042025-04-09 11:56:03ENTERPRISE BANK AND TRUST CO $258.89M
20052025-04-09 11:54:03WORTH ASSET MANAGEMENT LLC $183.10M
20062025-04-09 11:52:08AUA CAPITAL MANAGEMENT LLC $153.65M
20072025-04-09 11:49:23MOLLER FINANCIAL SERVICES $404.43M
20082025-04-09 11:48:44FIDUCIARY ALLIANCE LLC $1.02B
20092025-04-09 11:37:23WEBSTERROGERS FINANCIAL ADVISORS LLC $292.84M
20102025-04-09 11:35:11PMG WEALTH MANAGEMENT INC $94.15M
20112025-04-09 11:25:01ERVIN INVESTMENT MANAGEMENT LLC $148.18M
20122025-04-09 11:22:49GRUBMAN WEALTH MANAGEMENT $415.34M
20132025-04-09 11:19:11TALBOT FINANCIAL LLC $798.26M
20142025-04-09 11:13:29DOUGLAS LANE ASSOCIATES LLC $6.79B
20152025-04-09 11:10:51CENTERSTAR ASSET MANAGEMENT LLC $419.83M
20162025-04-09 11:08:57TL PRIVATE WEALTH $201.83M
20172025-04-09 11:08:18DUDLEY SHANLEY LLC $635.08M
20182025-04-09 10:50:01ADDENDA CAPITAL INC $2.70B
20192025-04-09 10:40:16WOODSTOCK CORP $1.01B
20202025-04-09 10:35:28WRIGHT INVESTORS SERVICE INC $302.53M
20212025-04-09 10:23:08SIGFIG WEALTH MANAGEMENT LLC $2.77B
20222025-04-09 10:23:03AMERICAN NATIONAL BANK $900.61M
20232025-04-09 10:12:15POLUNIN CAPITAL PARTNERS LTD $494.97K
20242025-04-09 10:11:34IOWA STATE BANK $471.02M
20252025-04-09 10:09:07DAKOTA COMMUNITY BANK & TRUST NA $20.73M
20262025-04-09 10:07:26GREEN ALPHA ADVISORS LLC $93.64M
20272025-04-09 09:27:28GENERAL PENSION SOCIETY PZU JOINT STOCK CO $298.54M
20282025-04-09 08:44:02ADVANCE CAPITAL MANAGEMENT INC $2.09B
20292025-04-09 07:53:58JTC EMPLOYER SOLUTIONS TRUSTEEE LTD $1.22M
20302025-04-09 07:21:49CZECH NATIONAL BANK $10.92B
20312025-04-08 21:37:45SHOTWELL RUTTER BAER INC $113.35M
20322025-04-08 21:29:51HOFFMAN ALAN N INVESTMENT MANAGEMENT $193.87M
20332025-04-08 20:41:05AURORA INVESTMENT MANAGERS LLC $158.40K
20342025-04-08 20:29:31JGP WEALTH MANAGEMENT LLC $759.84M
20352025-04-08 20:29:08BOND AND DEVICK FINANCIAL NETWORK INC $275.72M
20362025-04-08 20:28:44HARDIN CAPITAL PARTNERS LLC $163.09M
20372025-04-08 20:28:21QUANTUM FINANCIAL ADVISORS LLC $670.90M
20382025-04-08 20:23:57180 WEALTH ADVISORS LLC $627.86M
20392025-04-08 20:20:42MIRADOR CAPITAL PARTNERS LP $570.69M
20402025-04-08 20:20:12MECHANICS BANK TRUST DEPARTMENT $732.84M
20412025-04-08 20:19:51WALLACE ADVISORY GROUP LLC $144.49M
20422025-04-08 20:19:24LEGACY WEALTH ASSET MANAGEMENT LLC $361.90M
20432025-04-08 20:19:01KAIZEN FINANCIAL STRATEGIES $173.35M
20442025-04-08 20:17:36SANDERS MORRIS HARRIS INC $647.42M
20452025-04-08 20:17:02PROFIT INVESTMENT MANAGEMENT LLC $107.74M
20462025-04-08 20:16:17CASTLE ROCK WEALTH MANAGEMENT LLC $370.37M
20472025-04-08 19:07:33CANNAE HOLDINGS INC (CNNE) $915.54M
20482025-04-08 17:08:17RHUMBLINE ADVISERS $106.91B
20492025-04-08 16:55:53CONRAD SIEGEL INVESTMENT ADVISORS INC $389.73M
20502025-04-08 16:44:18FOUNDERS CAPITAL MANAGEMENT $154.55M
20512025-04-08 16:35:16JAPAN POST HOLDINGS CO LTD $5.82B
20522025-04-08 16:29:05FIFTH THIRD WEALTH ADVISORS LLC $1.93B
20532025-04-08 16:25:55PEOPLES BANK KS $147.46M
20542025-04-08 16:23:10CASCADE INVESTMENT ADVISORS INC $147.97M
20552025-04-08 16:19:59NIPUN CAPITAL LP $170.50M
20562025-04-08 16:17:47BURR FINANCIAL SERVICES LLC $127.49M
20572025-04-08 16:15:42CERRO PACIFIC WEALTH ADVISORS LLC $307.73M
20582025-04-08 16:14:09ABLES IANNONE MOORE & ASSOCIATES INC $146.78M
20592025-04-08 16:13:57VERDE CAPITAL MANAGEMENT $351.50M
20602025-04-08 16:11:54DUMONT BLAKE INVESTMENT ADVISORS LLC $356.75M
20612025-04-08 16:10:27AVENUE 1 ADVISORS LLC $257.08M
20622025-04-08 16:08:03PRESIDIO CAPITAL MANAGEMENT LLC $245.23M
20632025-04-08 16:04:50IVC WEALTH ADVISORS LLC $185.92M
20642025-04-08 16:03:51MYECFO LLC $188.97M
20652025-04-08 16:03:22MARION WEALTH MANAGEMENT $374.40M
20662025-04-08 16:03:01J2 CAPITAL MANAGEMENT INC $108.78M
20672025-04-08 16:00:40ALETHEIAN WEALTH ADVISORS LLC $177.89M
20682025-04-08 15:58:43ABNER HERRMAN BROCK LLC $783.23K
20692025-04-08 15:56:29TAYLOR & MORGAN WEALTH MANAGEMENT LLC $132.61M
20702025-04-08 15:53:37BOWMAN & CO S C $203.68M
20712025-04-08 15:52:33STERNECK CAPITAL MANAGEMENT LLC $184.99M
20722025-04-08 15:36:08ALLIED INVESTMENT ADVISORS LLC $527.45M
20732025-04-08 15:28:16WHITCOMB & HESS INC $330.30M
20742025-04-08 15:23:16BOSTON STANDARD WEALTH MANAGEMENT LLC $505.05M
20752025-04-08 15:21:48ASSET MANAGEMENT ADVISORS LLC $146.80M
20762025-04-08 15:19:47CATALYST PRIVATE WEALTH LLC $205.30M
20772025-04-08 15:12:22STOLPER CO $304.92K
20782025-04-08 15:08:59ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $197.56K
20792025-04-08 14:59:59FIRST COMMUNITY TRUST NA $114.27M
20802025-04-08 14:48:48TRUST CO $842.10M
20812025-04-08 14:41:46ROOTED WEALTH ADVISORS INC $232.11M
20822025-04-08 14:40:36LIVELSBERGER FINANCIAL ADVISORY $2.09M
20832025-04-08 14:38:53WEINBERGER ASSET MANAGEMENT INC $233.15M
20842025-04-08 14:38:04BEESE FULMER INVESTMENT MANAGEMENT INC $1.16B
20852025-04-08 14:32:28PACIFICA PARTNERS INC $219.07M
20862025-04-08 14:20:59MEYER HANDELMAN CO $2.87B
20872025-04-08 14:19:17BOIT C F DAVID $199.25M
20882025-04-08 14:14:14GREENFIELD FTC INC $430.73M
20892025-04-08 14:04:45HIGHLAND FINANCIAL ADVISORS LLC $279.59M
20902025-04-08 13:58:03NEW HAMPSHIRE TRUST $437.20M
20912025-04-08 13:57:18AVONDALE WEALTH MANAGEMENT $158.87M
20922025-04-08 13:45:09FULCRUM CAPITAL LLC $451.08M
20932025-04-08 13:43:32SHEARWATER CAPITAL LLC $130.32M
20942025-04-08 13:37:27JAMES J BURNS & COMPANY LLC $558.33M
20952025-04-08 13:03:38INVESTORS RESEARCH CORP $461.74M
20962025-04-08 12:50:39ATLAS BROWN INC $285.00M
20972025-04-08 12:48:01ARMSTRONG HENRY H ASSOCIATES INC $1.03B
20982025-04-08 12:39:11WAYCROSS INVESTMENT MANAGEMENT CO $88.68M
20992025-04-08 12:31:42WINTHROP ADVISORY GROUP LLC $831.86M
21002025-04-08 12:29:57KOPION ASSET MANAGEMENT LLC $128.49M
21012025-04-08 12:28:10SOMERSET TRUST CO $280.81M
21022025-04-08 12:26:04LANTZ FINANCIAL LLC $365.40M
21032025-04-08 12:20:41IFG ADVISORS LLC $519.16M
21042025-04-08 12:17:13BTC CAPITAL MANAGEMENT INC $1.09B
21052025-04-08 12:12:34ANDREW HILL INVESTMENT ADVISORS INC $103.35M
21062025-04-08 12:12:19HFG WEALTH MANAGEMENT LLC $165.13M
21072025-04-08 11:35:14DELPHI MANAGEMENT INC MA $98.13K
21082025-04-08 11:22:59DOLIVER CAPITAL ADVISORS INC $355.89M
21092025-04-08 11:17:05RETIREMENT WEALTH SOLUTIONS LLC $123.95M
21102025-04-08 11:10:36BURNS J W CO INC NY $771.50M
21112025-04-08 11:06:55ADVISORY ALPHA LLC $1.61B
21122025-04-08 10:49:39LEGACY FINANCIAL STRATEGIES LLC $458.63M
21132025-04-08 10:22:36DUALITY ADVISERS LP $0.00
21142025-04-08 10:04:56ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $133.81M
21152025-04-08 09:40:10SPARTAN PLANNING & WEALTH MANAGEMENT $103.18M
21162025-04-08 09:35:42S E E D PLANNING GROUP LLC $296.73M
21172025-04-08 09:31:39RED SPRUCE CAPITAL LLC $212.66M
21182025-04-08 09:30:04ROTHSCHILD INVESTMENT LLC $1.49B
21192025-04-08 08:51:07PRIVATE CLIENT SERVICES LLC $202.16M
21202025-04-08 08:07:51LIND VALUE II APS $225.48M
21212025-04-08 06:09:53GUOLINE ADVISORY PTE LTD $944.58M
21222025-04-08 06:05:13AJU IB INVESTMENT CO LTD $84.04M
21232025-04-07 21:26:40NEUMANN ADVISORY HONG KONG LTD $232.67K
21242025-04-07 18:30:35GLOBAL FINANCIAL PRIVATE CLIENT LLC $261.77M
21252025-04-07 18:21:40WELCH GROUP LLC $2.27B
21262025-04-07 18:15:43LEGACY SOLUTIONS LLC $90.78M
21272025-04-07 18:10:34PARALLEL ADVISORS LLC $4.43B
21282025-04-07 18:03:32LOWE FS LLC $235.36M
21292025-04-07 17:27:01SUMMIT GLOBAL INVESTMENTS $1.37M
21302025-04-07 17:26:09FIRST COUNTY BANK CT $181.01M
21312025-04-07 16:41:19SILVIA MCCOLL WEALTH MANAGEMENT LLC $131.90M
21322025-04-07 16:34:24O'CONNOR FINANCIAL GROUP LLC $192.36M
21332025-04-07 16:23:22TOMPKINS FINANCIAL CORP $1.05B
21342025-04-07 16:20:21PARTNERSHIP WEALTH MANAGEMENT LLC $117.81M
21352025-04-07 15:50:03BENCHMARK WEALTH MANAGEMENT LLC $206.71M
21362025-04-07 15:48:35GOALVEST ADVISORY LLC $363.73M
21372025-04-07 15:00:50STAIRWAY PARTNERS LLC $1.62B
21382025-04-07 14:39:13BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $0.00
21392025-04-07 12:24:18TOWN COUNTRY BANK TRUST CO DBA FIRST BANKERS TRUST CO $253.60M
21402025-04-07 12:23:55ADVISORNET FINANCIAL INC $1.35B
21412025-04-07 12:03:23STATE OF WISCONSIN BOARD OF COMMISSIONERS OF PUBLIC LANDS $154.84M
21422025-04-07 11:48:40EFFICIENT FRONTIER ADVISORS LLC $153.72M
21432025-04-07 11:33:54EASTOVER INVESTMENT ADVISORS LLC $206.88M
21442025-04-07 11:21:10HOWARD FINANCIAL SERVICES LTD $734.39M
21452025-04-07 10:04:21M & L CAPITAL MANAGEMENT LTD $334.01M
21462025-04-07 09:57:40FC ADVISORY LLC $295.84M
21472025-04-07 09:50:26BATH SAVINGS TRUST CO $966.79M
21482025-04-07 09:35:58WALNUT PRIVATE EQUITY PARTNERS LLC $182.52M
21492025-04-07 09:15:45NEXUS INVESTMENT MANAGEMENT INC $883.60M
21502025-04-04 16:36:54EXETER FINANCIAL LLC $222.90M
21512025-04-04 15:28:07WEBSTER BANK N A $909.93M
21522025-04-04 15:11:42QUENT CAPITAL LLC $953.22M
21532025-04-04 14:20:01KINGS PATH PARTNERS LLC $204.37M
21542025-04-04 13:49:42FARMERS TRUST CO $531.73M
21552025-04-04 12:50:26SAGE CAPITAL ADVISORS LLC $381.44M
21562025-04-04 12:23:28MOODY NATIONAL BANK TRUST DIVISION $959.21M
21572025-04-04 12:21:24AGATE PASS INVESTMENT MANAGEMENT LLC $233.75M
21582025-04-04 12:05:39BARING FINANCIAL LLC $119.11M
21592025-04-04 11:01:09GENERAL PARTNER INC $153.52M
21602025-04-04 10:53:47LEGACY PRIVATE TRUST CO $1.45B
21612025-04-04 10:49:36KEY COLONY MANAGEMENT LLC $63.98M
21622025-04-04 09:08:38CAPITAL MARKET STRATEGIES LLC $149.81M
21632025-04-03 18:19:51CADINHA CO LLC $465.44M
21642025-04-03 16:20:02VIDA VENTURES ADVISORS LLC $13.64M
21652025-04-03 15:55:30VERSANT CAPITAL MANAGEMENT INC $596.00M
21662025-04-03 15:45:48HILEY HUNT WEALTH MANAGEMENT $183.35M
21672025-04-03 15:18:11FIRST HAWAIIAN BANK $2.99B
21682025-04-03 15:03:54CENTRAL PACIFIC BANK TRUST DIVISION $722.81M
21692025-04-03 13:35:16BOSTON COMMON ASSET MANAGEMENT LLC $3.29B
21702025-04-03 13:22:47ADIRONDACK TRUST CO $255.90M
21712025-04-03 13:06:34MAGNOLIA CAPITAL MANAGEMENT LTD $116.60K
21722025-04-03 12:23:07COLLECTIVE FAMILY OFFICE LLC $370.02M
21732025-04-03 12:18:07FIRST CITIZENS FINANCIAL CORP $176.77M
21742025-04-03 12:14:23JVL ASSOCIATES LLC $247.75M
21752025-04-03 12:06:23INSIGHT WEALTH STRATEGIES LLC $742.74M
21762025-04-03 11:40:00NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $297.17K
21772025-04-03 08:35:49STEPHENS GROUP LLC $194.07M
21782025-04-02 21:34:18FRANCHISE CAPITAL LTD $167.87M
21792025-04-02 18:26:59JACOBS CO CA $938.11K
21802025-04-02 17:44:05LEGACY WEALTH MANAGEMENT LLC MS $305.94M
21812025-04-02 16:48:00LEDERER ASSOCIATES INVESTMENT COUNSEL CA $136.59K
21822025-04-02 16:21:29PARK NATIONAL CORP OH $2.72B
21832025-04-02 14:48:05WALLER FINANCIAL PLANNING GROUP INC $355.97M
21842025-04-02 13:47:18MAROTTA ASSET MANAGEMENT $482.22M
21852025-04-02 13:40:01KERA CAPITAL PARTNERS INC $336.47M
21862025-04-02 13:27:26GREENHAVEN ASSOCIATES INC $6.29B
21872025-04-02 13:04:38BEACON WEALTHCARE LLC $245.85M
21882025-04-02 12:50:06AURUM WEALTH MANAGEMENT GROUP LLC $1.16B
21892025-04-02 11:07:25RK ASSET MANAGEMENT LLC $108.33K
21902025-04-02 10:49:53STASH INVESTMENTS LLC $186.73M
21912025-04-02 09:01:13GLOBAL WEALTH STRATEGIES & ASSOCIATES $329.98M
21922025-04-01 19:03:00REMPART ASSET MANAGEMENT INC $484.63M
21932025-04-01 17:02:50PENBROOK MANAGEMENT LLC $132.30M
21942025-04-01 16:19:07LBJ FAMILY WEALTH ADVISORS LTD $156.64K
21952025-04-01 15:55:41CENTRE ASSET MANAGEMENT LLC $388.90K
21962025-04-01 15:55:01HOBART PRIVATE CAPITAL LLC $399.94M
21972025-04-01 15:51:21CULLEN INVESTMENT GROUP LTD $659.38M
21982025-04-01 15:38:33XR SECURITIES LLC $0.00
21992025-04-01 15:05:45TRUST CO OF THE SOUTH $478.61M
22002025-04-01 14:17:16CACTI ASSET MANAGEMENT LLC $1.29B
22012025-04-01 14:16:10MODUS ADVISORS LLC $305.43M
22022025-04-01 13:31:51CONFLUENCE INVESTMENT MANAGEMENT LLC $6.94B
22032025-04-01 13:07:04GLASS JACOBSON INVESTMENT ADVISORS LLC $304.55M
22042025-04-01 12:49:28NEVILLE RODIE SHAW INC $1.28M
22052025-04-01 12:45:19MASSMUTUAL TRUST CO FSB ADV $3.46B
22062025-04-01 12:36:14STONEHEARTH CAPITAL MANAGEMENT LLC $241.65M
22072025-04-01 10:41:15GP BRINSON INVESTMENTS LLC $228.13M
22082025-04-01 10:18:23EMPRISE BANK $186.88M
22092025-04-01 09:12:21FIRST FINANCIAL BANK N A TRUST DIVISION $1.03B
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.
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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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