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Inst Investors
Hedge Funds
# of Filings 2418 42
% of Exp. Filings 27% 4%
Total Stock Value $1,635.0B $54.1B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
 2026-03-31
 2025-12-31
Filing Quarter
2026-03-31
Filing Starts
2026-04-01
Filing Ends
2026-05-15
Last Update
2026-04-24 17:45:01
Institutional Investors
HedgeMind 1000
2418Filing AcceptedFilerTotal Reported Value  
12026-04-24 17:30:37KUNTZ LESHER CAPITAL LLC $1.11B
22026-04-24 17:30:18STEGENT EQUITY ADVISORS INC $117.35M
32026-04-24 17:10:46TSP CAPITAL MANAGEMENT GROUP LLC $409.84M
42026-04-24 17:10:30BARNES PETTEY FINANCIAL ADVISORS LLC $229.45M
52026-04-24 17:07:30CONESTOGA CAPITAL ADVISORS LLC $5.01B
62026-04-24 17:07:08LINDSELL TRAIN LTD $3.14B
72026-04-24 17:00:16MIDWEST CAPITAL ADVISORS LLC $214.00M
82026-04-24 16:59:07CAPITAL ASSET ADVISORY SERVICES LLC $2.61B
92026-04-24 16:54:40PROSPECT FINANCIAL SERVICES LLC $163.80M
102026-04-24 16:54:20BELLEVUE ASSET MANAGEMENT LLC $199.84M
112026-04-24 16:53:24WD RUTHERFORD LLC $225.03M
122026-04-24 16:53:22EJMK VENTURES LLC $179.02M
132026-04-24 16:52:42ESSEX FINANCIAL SERVICES INC $1.78B
142026-04-24 16:50:43CHICAGO TRUST CO NA $625.69M
152026-04-24 16:49:03CASSIA CAPITAL PARTNERS LLC $194.43M
162026-04-24 16:47:07PW ADVISORS LLC FL $133.49M
172026-04-24 16:35:52DELTEC ASSET MANAGEMENT LLC $545.37M
182026-04-24 16:34:59SYNTAX RESEARCH INC $157.15M
192026-04-24 16:33:00TRUST INVESTMENT ADVISORS $171.40M
202026-04-24 16:26:52ROOT FINANCIAL PARTNERS LLC $2.16B
212026-04-24 16:17:10PETROS FAMILY WEALTH LLC $140.31M
222026-04-24 16:15:02CANAAN PARTNERS XI LLC $76.07M
232026-04-24 16:10:48STOCK YARDS BANK TRUST CO $3.21B
242026-04-24 16:08:17TWIN CITY PRIVATE WEALTH LLC $131.84M
252026-04-24 16:07:25HEMMING& WEALTH MANAGEMENT INC $143.23M
262026-04-24 16:06:28KEB ASSET MANAGEMENT LLC $521.95M
272026-04-24 16:05:16JACOBSEN CAPITAL MANAGEMENT $296.12M
282026-04-24 16:04:24HORIZON WEALTH MANAGEMENT LLC $682.19M
292026-04-24 16:02:33LETSON INVESTMENT MANAGEMENT INC $260.27M
302026-04-24 16:01:57LB PARTNERS LLC $111.54M
312026-04-24 16:00:48ABLE WEALTH MANAGEMENT LLC $374.03M
322026-04-24 16:00:34PZENA INVESTMENT MANAGEMENT LLC $30.80B
332026-04-24 15:59:18RANDOLPH CO INC $1.05B
342026-04-24 15:58:45KROPOG FINANCIAL GROUP LLC $123.09M
352026-04-24 15:57:31NORTHWEST FINANCIAL ADVISORS $51.82M
362026-04-24 15:56:00NAVPOINT FINANCIAL INC $247.30M
372026-04-24 15:55:40HERITAGE OAK WEALTH ADVISORS LLC $314.66M
382026-04-24 15:54:33TSG ADVICE PARTNERS LLC $667.39M
392026-04-24 15:53:08KPP ADVISORY SERVICES LLC $688.59M
402026-04-24 15:51:51CENTER FOR WEALTH MANAGEMENT ADVISORY $138.87M
412026-04-24 15:50:13SMITHBRIDGE ASSET MANAGEMENT INC DE $674.20M
422026-04-24 15:47:47BETTERWEALTH LLC $509.76M
432026-04-24 15:45:57EAGLE BLUFFS WEALTH MANAGEMENT LLC $256.67M
442026-04-24 15:42:13VISION CAPITAL MANAGEMENT INC $791.87M
452026-04-24 15:41:13INNOVA WEALTH PARTNERS $211.29M
462026-04-24 15:36:27RELIANT INVESTMENT MANAGEMENT LLC $207.49M
472026-04-24 15:31:294THOUGHT FINANCIAL GROUP INC $202.22M
482026-04-24 15:29:02WHELAN FINANCIAL $322.11M
492026-04-24 15:26:11ESSEX LLC $566.46M
502026-04-24 15:22:55LEDERER ASSOCIATES INVESTMENT COUNSEL CA $141.19K
512026-04-24 15:22:16FINANCIAL LIFE PLANNERS $130.44M
522026-04-24 15:20:20WILLIAMS FINANCIAL LLC $171.79M
532026-04-24 15:08:48VERUS WEALTH MANAGEMENT LLC $107.72M
542026-04-24 15:07:11USS INVESTMENT MANAGEMENT LTD $25.57B
552026-04-24 14:53:13APCM WEALTH MANAGEMENT FOR INDIVIDUALS $832.81M
562026-04-24 14:53:12KEYSTONE GLOBAL PARTNERS LLC $225.31M
572026-04-24 14:50:58SQUIRE INVESTMENT MANAGEMENT COMPANY LLC $359.77M
582026-04-24 14:45:13MERITED WEALTH LLC $120.60M
592026-04-24 14:43:33PALOUSE CAPITAL MANAGEMENT INC $151.24M
602026-04-24 14:39:19ALASKA PERMANENT CAPITAL MANAGEMENT $1.43B
612026-04-24 14:31:40SEMUS WEALTH PARTNERS LLC $178.99M
622026-04-24 14:31:20BALENTINE LLC $2.48B
632026-04-24 14:29:44FULTON BANK N A $2.84B
642026-04-24 14:29:19JOHN W ROSENTHAL CAPITAL MANAGEMENT INC $102.21M
652026-04-24 14:27:50DEPRINCE RACE ZOLLO INC $5.29B
662026-04-24 14:26:06TRUE BLUE FINANCIAL LLC $126.86M
672026-04-24 14:25:10SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $245.28M
682026-04-24 14:24:34TKG ADVISORS LLC $241.89M
692026-04-24 14:22:11CROWN OAK ADVISORS LLC $199.36M
702026-04-24 14:19:51ARGENT ADVISORS INC $366.20M
712026-04-24 14:11:33NEWTON ONE INVESTMENTS LLC $368.49M
722026-04-24 14:09:49CANE CAPITAL PARTNERS LLC $229.28M
732026-04-24 14:08:44JAMES INVESTMENT RESEARCH INC $891.24M
742026-04-24 14:07:24SECURED RETIREMENT ADVISORS LLC $176.69M
752026-04-24 14:01:36VERTRIX WEALTH MANAGEMENT LLC $271.52M
762026-04-24 14:00:48MITCHELL AND PAHLPRIVATE WEALTH LLC $246.30M
772026-04-24 13:59:52SAGE INVESTMENT COUNSEL LLC $90.14M
782026-04-24 13:59:49ROYAL HARBOR PARTNERS LLC $295.37M
792026-04-24 13:59:32MY PURPOSEFUL WEALTH CORP $415.88M
802026-04-24 13:59:03SEAMOUNT FINANCIAL GROUP INC $221.86M
812026-04-24 13:58:49CLARITY WEALTH ADVISORS LLC $486.37M
822026-04-24 13:58:17HERITAGE INVESTORS MANAGEMENT CORP $3.29M
832026-04-24 13:51:49UMA FINANCIAL SERVICES INC $718.52M
842026-04-24 13:47:30REBEL FINANCIAL LLC $230.61M
852026-04-24 13:47:28CANTON HATHAWAY LLC $495.65M
862026-04-24 13:44:35LYNCH ASSET MANAGEMENT INC $298.19M
872026-04-24 13:19:13BTIM CORP $12.16B
882026-04-24 13:14:43BAYSHORE ASSET MANAGEMENT LLC $251.21M
892026-04-24 13:14:40LIVET WEALTH LLC $157.30M
902026-04-24 13:11:12MAGNOLIA GROUP LLC $537.51M
912026-04-24 13:08:57KEYBANK NATIONAL ASSOCIATION OH $27.38B
922026-04-24 13:01:56GPM GROWTH INVESTORS INC $237.86M
932026-04-24 13:00:53AXIS WEALTH PARTNERS LLC $188.09M
942026-04-24 12:47:25HARRISON STREET PRIVATE WEALTH LLC $75.53M
952026-04-24 12:35:16EAGLE BAY ADVISORS LLC $113.33M
962026-04-24 12:29:13INVESTMENT MANAGEMENT TRUST LLC $102.60M
972026-04-24 12:27:11FAMILY CAPITAL TRUST CO $306.23M
982026-04-24 12:25:50FRANKLIN PARLAPIANO TURNER WELCH LLC $419.70M
992026-04-24 12:23:39BLACK SWIFT GROUP LLC $571.05M
1002026-04-24 12:21:52GREATER MIDWEST FINANCIAL GROUP LLC $186.13M
1012026-04-24 12:19:38BULL STREET ADVISORS LLC $201.93K
1022026-04-24 12:18:23MANN FINANCIAL GROUP INC $106.21M
1032026-04-24 12:15:43BERKELEY INC $298.06M
1042026-04-24 12:14:58BLUE CAPITAL INC $153.11M
1052026-04-24 12:06:43PEREGRINE ASSET ADVISERS INC $371.32M
1062026-04-24 12:05:03PATTEN GROUP INC $575.28M
1072026-04-24 12:02:59STRS OHIO $25.21B
1082026-04-24 12:00:54SLOW CAPITAL INC $770.00M
1092026-04-24 11:59:53ABACUS WEALTH PARTNERS LLC $1.10B
1102026-04-24 11:59:22ERN FINANCIAL LLC $531.78M
1112026-04-24 11:54:07DB&C ADVISORS LLC $76.96M
1122026-04-24 11:53:06FLOYD FINANCIAL GROUP LLC $149.99M
1132026-04-24 11:48:55LEGEND FINANCIAL ADVISORS INC $155.12M
1142026-04-24 11:47:17CFC PLANNING CO LLC $140.14M
1152026-04-24 11:39:07KENDALL CAPITAL MANAGEMENT $487.95M
1162026-04-24 11:38:14GREENFIELD SEITZ CAPITAL MANAGEMENT LLC $331.56M
1172026-04-24 11:33:59VISION FINANCIAL MARKETS LLC $102.47M
1182026-04-24 11:24:37ATTESTOR CAPITAL LTD $379.54M
1192026-04-24 11:23:52TRIASIMA PORTFOLIO MANAGEMENT INC $661.48M
1202026-04-24 11:18:03OLD PEAK FINANCE LLC $171.25M
1212026-04-24 11:12:54KC INVESTMENT ADVISORS LLC $428.26M
1222026-04-24 11:11:17PERRYMAN FINANCIAL ADVISORY INC AD $666.97M
1232026-04-24 11:09:04REALITY FINANCIAL PLANNING SERVICES LLC $103.63M
1242026-04-24 11:06:20SAXONY CAPITAL MANAGEMENT LLC $172.34M
1252026-04-24 11:05:35ZWJ INVESTMENT COUNSEL INC $2.77B
1262026-04-24 11:04:38YOUSIF CAPITAL MANAGEMENT LLC $8.52B
1272026-04-24 11:04:11CHARTER OAK CAPITAL MANAGEMENT LLC $1.29B
1282026-04-24 11:02:44CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC $40.28M
1292026-04-24 10:44:34CYR FINANCIAL INC $169.91M
1302026-04-24 10:39:07MARATHON ASSET MGMT LTD $2.61B
1312026-04-24 10:38:20MILLS WEALTH ADVISORS LLC $286.28M
1322026-04-24 10:30:41MEDALLION WEALTH ADVISORS LLC $306.25M
1332026-04-24 10:28:37SWMG LLC $350.18M
1342026-04-24 10:27:39MEANS INVESTMENT CO INC $1.15B
1352026-04-24 10:25:43BISHOP CO INVESTMENT MANAGEMENT LLC $291.52M
1362026-04-24 10:14:07SUMMERHAVEN INVESTMENT MANAGEMENT LLC $162.88M
1372026-04-24 10:13:19CANNON ADVISORS INC $134.87M
1382026-04-24 10:12:45LEDYARD NATIONAL BANK $1.15B
1392026-04-24 10:11:48ADVANCED ASSET MANAGEMENT ADVISORS INC $362.02M
1402026-04-24 10:05:52RETIREMENT SYSTEMS OF ALABAMA $29.98B
1412026-04-24 10:03:25LYNX INVESTMENT ADVISORY $209.24M
1422026-04-24 10:03:23TT INTERNATIONAL ASSET MANAGEMENT LTD $916.01M
1432026-04-24 10:00:12GOLDSTONE FINANCIAL GROUP LLC $922.27M
1442026-04-24 09:59:23GREYSTONE FINANCIAL GROUP LLC $353.34M
1452026-04-24 09:57:35ENZI WEALTH $288.06M
1462026-04-24 09:49:41OAKWORTH CAPITAL INC $1.89B
1472026-04-24 09:46:45FRG FAMILY WEALTH ADVISORS LLC $610.54M
1482026-04-24 09:45:30GILLILAND JETER WEALTH MANAGEMENT LLC $337.58M
1492026-04-24 09:45:01MILFAM LLC $102.32M
1502026-04-24 09:39:58UNITED COMMUNITY BANK $299.92M
1512026-04-24 09:36:57CRUX WEALTH ADVISORS $260.63M
1522026-04-24 09:35:52LUMINIST CAPITAL LLC $71.96M
1532026-04-24 09:35:52MICHELS FAMILY FINANCIAL LLC $138.65M
1542026-04-24 09:24:52ALEXIS INVESTMENT PARTNERS LLC $140.98M
1552026-04-24 09:24:17WALKER ASSET MANAGEMENT LLC $184.93M
1562026-04-24 09:21:28BAYBAN $115.02M
1572026-04-24 09:14:06REDWOOD WEALTH MANAGEMENT GROUP LLC $231.53M
1582026-04-24 09:10:40NORTH POINT PORTFOLIO MANAGERS CORP OH $561.45M
1592026-04-24 09:03:55KEY FINANCIAL INC $561.79M
1602026-04-24 08:49:28MASON HILL ADVISORS LLC $245.40M
1612026-04-24 08:49:03SHAH CAPITAL MANAGEMENT $521.23M
1622026-04-24 08:47:59WEALTH CARE LLC $112.57M
1632026-04-24 08:46:08SEVERIN INVESTMENTS LLC $116.49M
1642026-04-24 08:44:44ACORN FINANCIAL ADVISORY SERVICES INC ADV $729.82M
1652026-04-24 08:44:15WHI TRUST CO LLC $132.74M
1662026-04-24 08:43:35FAMILY INVESTMENT CENTER INC $519.61M
1672026-04-24 08:42:24FLAGSHIP PRIVATE WEALTH LLC $246.36M
1682026-04-24 08:40:55MITCHELL MCLEOD PUGH WILLIAMS INC $677.61M
1692026-04-24 08:38:42WAGNER WEALTH MANAGEMENT LLC $495.22M
1702026-04-24 08:38:13PEOPLES BANK NATIONAL ASSOCIATION $162.92M
1712026-04-24 08:34:46CAPRICORN FUND MANAGERS LTD $641.43M
1722026-04-24 08:17:06AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP $154.32M
1732026-04-24 07:35:13TRINITY STREET ASSET MANAGEMENT LLP $1.46B
1742026-04-24 06:55:08CIBRA CAPITAL LTD $207.21M
1752026-04-24 06:50:24ALKEN ASSET MANAGEMENT LTD $55.51K
1762026-04-24 06:30:06SUMITOMO MITSUI ASSET MANAGEMENT COMPANY LTD $12.36B
1772026-04-24 06:22:00RAIFFEISEN BANK INTERNATIONAL AG $6.97B
1782026-04-24 06:02:36INVESTEC ASSET MANAGEMENT LTD $43.13B
1792026-04-24 06:02:35INVESTEC ASSET MANAGEMENT PTY LTD $2.33B
1802026-04-24 06:02:35INVESTEC ASSET MANAGEMENT NORTH AMERICA INC $2.23B
1812026-04-23 21:49:15Q FUND MANAGEMENT (HONG KONG) LTD $106.53M
1822026-04-23 21:37:54PROCORE ADVISORS LLC $65.21M
1832026-04-23 21:13:38LUBAR CO INC $119.04M
1842026-04-23 20:53:50TCFG WEALTH MANAGEMENT LLC $267.47M
1852026-04-23 20:48:48CARMEL CAPITAL MANAGEMENT L L C $349.19M
1862026-04-23 20:39:56IFM INVESTORS PTY LTD $11.99B
1872026-04-23 20:39:44DELARME WEALTH MANAGEMENT INC $155.26M
1882026-04-23 18:56:25PARTNERS WEALTH MANAGEMENT LLC $97.05M
1892026-04-23 18:48:38ALLEY INVESTMENT MANAGEMENT COMPANY LLC $821.03M
1902026-04-23 18:38:56BESTGATE WEALTH ADVISORS LLC $55.44M
1912026-04-23 18:32:31REXFORD CAPITAL INC $140.19M
1922026-04-23 18:28:27XXEC INC $570.58M
1932026-04-23 18:14:10CHICAGO CAPITAL LLC $3.71B
1942026-04-23 18:13:07DIPAOLO FINANCIAL GROUP INC $137.40M
1952026-04-23 18:12:38MUZINICH CO INC $285.90M
1962026-04-23 18:12:09FORONJY FINANCIAL LLC $240.56M
1972026-04-23 18:11:06FORTITUDE FINANCIAL LLC $188.98M
1982026-04-23 18:10:03SEEK FIRST INC $141.89M
1992026-04-23 18:09:09ELCO MANAGEMENT CO LLC $208.41M
2002026-04-23 18:08:05JONES KERTZ & ASSOCIATES INC $188.34M
2012026-04-23 18:07:05MARQUETTE ASSET MANAGEMENT INC $669.10M
2022026-04-23 18:03:24IRIDIAN ASSET MANAGEMENT LLC $246.70M
2032026-04-23 18:01:50NORTH GROWTH MANAGEMENT LTD $653.27K
2042026-04-23 18:00:14ORCA WEALTH MANAGEMENT LLC $140.53M
2052026-04-23 17:58:42VISTICA WEALTH ADVISORS LLC $100.34M
2062026-04-23 17:56:16INTERCHANGE CAPITAL PARTNERS LLC $316.63M
2072026-04-23 17:56:13CHELSEA COUNSEL CO $232.84M
2082026-04-23 17:54:14PHRACTION MANAGEMENT LLC $482.88M
2092026-04-23 17:53:12EMBREE FINANCIAL GROUP $849.16M
2102026-04-23 17:52:12BLVD PRIVATE WEALTH LLC $115.07M
2112026-04-23 17:51:13JCSD CAPITAL LLC $94.51M
2122026-04-23 17:49:16AMERICAN NATIONAL BANK $1.05B
2132026-04-23 17:47:09RIA ADVISORY GROUP LLC $420.71M
2142026-04-23 17:46:16CAPSTONE CAPITAL WEALTH ADVISORS $155.26M
2152026-04-23 17:44:49TARBOX GROUP INC $615.76M
2162026-04-23 17:43:29AUCTUS ADVISORS LLC $105.41M
2172026-04-23 17:43:23BRIDGE GENERATIONS WEALTH MANAGEMENT LLC $174.44M
2182026-04-23 17:42:59LAZARI CAPITAL MANAGEMENT INC $287.45M
2192026-04-23 17:41:41URS ADVISORY LLC $136.73M
2202026-04-23 17:41:19PROSPERITY ADVISERS LLC $120.33M
2212026-04-23 17:40:37CBOE VEST FINANCIAL LLC $8.33B
2222026-04-23 17:39:50EMERALD ADVISORS LLC $807.58M
2232026-04-23 17:39:18CORNERSTONE WEALTH MANAGEMENT LLC $2.00B
2242026-04-23 17:38:39NARWHAL CAPITAL MANAGEMENT $1.36B
2252026-04-23 17:38:16ELEVATE CAPITAL ADVISORS LLC $154.61M
2262026-04-23 17:37:45TRIAD INVESTMENT MANAGEMENT $271.31M
2272026-04-23 17:37:19ATLAS PRIVATE WEALTH ADVISORS $424.76M
2282026-04-23 17:35:12PETERSEN HASTINGS WEALTH ADVISORS INC $1.09B
2292026-04-23 17:34:47OPPENHEIMER CO INC $8.21B
2302026-04-23 17:33:49OPPENHEIMER ASSET MANAGEMENT INC $8.76B
2312026-04-23 17:32:11WOODWARD DIVERSIFIED CAPITAL LLC $219.80M
2322026-04-23 17:23:49MAYFLOWER FINANCIAL ADVISORS LLC $823.88M
2332026-04-23 17:22:23AMI ASSET MANAGEMENT CORP $1.57B
2342026-04-23 17:21:55626 FINANCIAL LLC $224.31M
2352026-04-23 17:21:46POWELL INVESTMENT ADVISORS LLC $290.10M
2362026-04-23 17:18:54GRAVER CAPITAL MANAGEMENT LLC $131.63M
2372026-04-23 17:17:25PINE BROOK ROAD ADVISORS LP $137.78M
2382026-04-23 17:14:54CONSCIOUS WEALTH INVESTMENTS LLC $179.52M
2392026-04-23 17:12:40MEMBERS WEALTH LLC $167.39M
2402026-04-23 17:09:01BALANCED WEALTH GROUP LLC $279.41M
2412026-04-23 17:08:17FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC $1.12B
2422026-04-23 17:07:15SEVENBRIDGE FINANCIAL GROUP LLC $639.71M
2432026-04-23 17:06:04IRONWOOD WEALTH MANAGEMENT LLC $348.70M
2442026-04-23 17:05:14OAKTRUST WEALTH ADVISORS LLC $109.85M
2452026-04-23 17:02:06MASTER'S WEALTH MANAGEMENT INC $295.25M
2462026-04-23 16:59:26INMAN JAGER WEALTH MANAGEMENT LLC $171.14M
2472026-04-23 16:42:55CROSS STAFF INVESTMENTS INC $197.41M
2482026-04-23 16:37:55CALIBER WEALTH MANAGEMENT LLC KS $913.91M
2492026-04-23 16:35:33GRANITESHARES ADVISORS LLC $138.83M
2502026-04-23 16:35:13ASSET PLANNING INC $140.68M
2512026-04-23 16:26:57SALUS FINANCIAL ADVISORS LLC $171.49M
2522026-04-23 16:24:32FINANCIAL & TAX ARCHITECTS LLC $448.38M
2532026-04-23 16:23:21SUMMIT INVESTMENT ADVISORY SERVICES LLC $269.19M
2542026-04-23 16:22:37MANCHESTER FINANCIAL INC $521.01M
2552026-04-23 16:21:22TRAUB CAPITAL MANAGEMENT LLC $100.83M
2562026-04-23 16:17:03DAVIMAN FINANCIAL LLC $169.10M
2572026-04-23 16:15:53PREMIER PATH WEALTH PARTNERS LLC $767.38M
2582026-04-23 16:07:19GRANITE HARBOR ADVISORS INC $229.08M
2592026-04-23 16:05:06FOUNDRY FINANCIAL GROUP INC $201.55M
2602026-04-23 16:00:04ST CLAIR ADVISORS LLC $375.85M
2612026-04-23 15:56:09FAIRMAN GROUP LLC $116.98M
2622026-04-23 15:55:38SHIKIAR ASSET MANAGEMENT INC $346.81K
2632026-04-23 15:48:12FERGUSON SHAPIRO LLC $328.28M
2642026-04-23 15:48:04SUMMER ROAD LLC $142.03M
2652026-04-23 15:46:45PERKINS CAPITAL MANAGEMENT INC $106.70M
2662026-04-23 15:45:35SMART WEALTH LLC $341.49M
2672026-04-23 15:39:27LIGHTHOUSE WEALTH MANAGEMENT INC $147.17M
2682026-04-23 15:38:33STRATEGIC POINT INVESTMENT ADVISORS LLC $688.00M
2692026-04-23 15:33:34KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP $146.67M
2702026-04-23 15:33:23KOHMANN BOSSHARD FINANCIAL SERVICES LLC $1.18B
2712026-04-23 15:29:24BROWN MILLER WEALTH MANAGEMENT LLC $351.86M
2722026-04-23 15:27:54INTRUA FINANCIAL LLC $968.79M
2732026-04-23 15:25:57SIPPICAN CAPITAL ADVISORS $146.13M
2742026-04-23 15:22:27EWA LLC $440.94M
2752026-04-23 15:21:13FOUNDERS CAPITAL MANAGEMENT LLC $608.36M
2762026-04-23 15:20:49COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC $152.44M
2772026-04-23 15:20:09GRAND CENTRAL INVESTMENT GROUP $135.18M
2782026-04-23 15:17:51KAMPMANN MELISSA S $124.60M
2792026-04-23 15:15:33SIMMONS BANK $1.49B
2802026-04-23 15:15:22FAIRWAY WEALTH LLC $378.94M
2812026-04-23 14:59:37HILLMAN CO $257.16M
2822026-04-23 14:56:41MAD RIVER INVESTORS $277.87M
2832026-04-23 14:53:24DRUCKER WEALTH 30 LLC $572.78M
2842026-04-23 14:48:30NORTHSTAR ASSET MANAGEMENT LLC $445.03M
2852026-04-23 14:44:02WMG FINANCIAL ADVISORS LLC $239.73M
2862026-04-23 14:43:20CWM ADVISORS LLC $1.22B
2872026-04-23 14:30:18MCMILLAN OFFICE INC $781.64M
2882026-04-23 14:25:49MARMO FINANCIAL GROUP LLC $201.89M
2892026-04-23 14:24:32SELLWOOD INVESTMENT PARTNERS LLC $253.82M
2902026-04-23 14:13:58KLEIN PAVLIS & PEASLEY FINANCIAL INC $180.86M
2912026-04-23 14:13:03PRIVATE WEALTH MANAGEMENT GROUP LLC $380.84M
2922026-04-23 14:04:04ASK CAPITAL MANAGEMENT LLC $567.87M
2932026-04-23 13:51:00MIDWEST FINANCIAL PARTNERS INVESTMENTS INC $188.57M
2942026-04-23 13:50:47PATHWAY FINANCIAL ADVISERS LLC $353.60M
2952026-04-23 13:40:05SPINNAKER TRUST $1.81B
2962026-04-23 13:38:57CAPITAL INVESTMENT COUNSEL LLC $729.81M
2972026-04-23 13:38:33SJS INVESTMENT CONSULTING INC $818.64M
2982026-04-23 13:37:55SIGNATURE SECURITIES GROUP CORPORATION $276.13M
2992026-04-23 13:34:38MOSS ADAMS WEALTH ADVISORS LLC $1.37B
3002026-04-23 13:34:32FORUM FINANCIAL MANAGEMENT LP $7.07B
3012026-04-23 13:21:52PERSONAL RESOURCES INVESTMENT STRATEGIC MANAGEMENT INC $374.57M
3022026-04-23 13:20:44HARBOUR INVESTMENT MANAGEMENT LLC $184.16M
3032026-04-23 13:13:05JOHNSON WEALTH MANAGEMENT LLC $207.14M
3042026-04-23 13:11:01EAGLE WEALTH ADVISORS LLC $108.37M
3052026-04-23 13:05:32WHEELHOUSE ADVISORY GROUP LLC $301.78M
3062026-04-23 13:03:29SAWYER COMPANY INC $259.71M
3072026-04-23 12:39:37IMPACT PARTNERSHIP WEALTH LLC $809.68M
3082026-04-23 12:38:22ELLENBECKER INVESTMENT GROUP $742.89M
3092026-04-23 12:34:22EXETER FINANCIAL LLC $244.88M
3102026-04-23 12:32:56KAGAN COCOZZA ASSET MANAGEMENT $142.12M
3112026-04-23 12:32:36HARBOR INVESTMENT ADVISORY LLC $1.27B
3122026-04-23 12:32:17MQS MANAGEMENT LLC $147.97M
3132026-04-23 12:29:07EQUITA FINANCIAL NETWORK INC $318.03M
3142026-04-23 12:23:36PEREGRINE CAPITAL MANAGEMENT LLC $2.70B
3152026-04-23 12:15:42ELEMENT SQUARED LLC $177.29M
3162026-04-23 12:14:10WENDELL DAVID ASSOCIATES INC $918.89K
3172026-04-23 12:11:29COLUMBIA ADVISORY PARTNERS LLC $156.65M
3182026-04-23 12:01:00GAME PLAN FINANCIAL ADVISORS LLC $222.23M
3192026-04-23 11:52:51LAUREL WEALTH PLANNING LLC $189.57M
3202026-04-23 11:44:16GLOBAL TRUST ASSET MANAGEMENT LLC $261.52M
3212026-04-23 11:43:09IA GLOBAL ASSET MANAGEMENT INC $7.06M
3222026-04-23 11:39:54FIRST PACIFIC FINANCIAL $776.53M
3232026-04-23 11:39:20INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC $167.28K
3242026-04-23 11:25:30UNIFY FINANCIAL ADVISORS $96.39M
3252026-04-23 11:13:04TFC FINANCIAL MANAGEMENT $811.64M
3262026-04-23 11:12:52SCISSORTAIL WEALTH MANAGEMENT LLC $497.62M
3272026-04-23 11:09:23J W COLE ADVISORS INC $2.96B
3282026-04-23 11:06:08FARMERS MERCHANTS TRUST CO OF CHAMBERSBURG PA $357.23K
3292026-04-23 10:59:26SINVEST INVESTMENTS II LTD $285.77M
3302026-04-23 10:55:30BELL STATE BANK TRUST $2.36B
3312026-04-23 10:53:51CATALYST INVESTMENT MANAGEMENT LLC $90.23M
3322026-04-23 10:41:29CAPITAL MANAGEMENT CORP VA $585.14M
3332026-04-23 10:41:25O'CONNOR FINANCIAL GROUP LLC $244.40M
3342026-04-23 10:35:11WILLIS JOHNSON AND ASSOCIATES INC $1.72B
3352026-04-23 10:31:39FORTUNE FINANCIAL GROUP INC $111.09M
3362026-04-23 10:30:41BANK OF ITALY $2.21M
3372026-04-23 10:24:42WEST BANCORPORATION INC $200.43M
3382026-04-23 10:21:43WEALTHPOINT FINANCIAL LLC $114.94M
3392026-04-23 10:21:36S E E D PLANNING GROUP LLC $344.35M
3402026-04-23 10:12:51HOWARD BAILEY SECURITIES LLC $243.20M
3412026-04-23 10:11:02NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN $0.00
3422026-04-23 10:10:56MATTERN WEALTH MANAGEMENT LLC $512.88M
3432026-04-23 10:10:17RECTOR CHURCH WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW YORK $431.35M
3442026-04-23 10:10:12SUMMIT WEALTH GROUP LLC CO $950.36M
3452026-04-23 10:07:30DUPONT CAPITAL MANAGEMENT CORP $878.72M
3462026-04-23 10:02:21BLACKSTON FINANCIAL ADVISORY GROUP LLC $159.53M
3472026-04-23 10:01:51FARMERS MERCHANTS INVESTMENTS INC $3.62B
3482026-04-23 09:58:42NEWCORP FINANCIAL SERVICES INC $115.36M
3492026-04-23 09:51:17VISTA INVESTMENT PARTNERS II LLC $222.79M
3502026-04-23 09:49:08MERRION INVESTMENT MANAGEMENT CO LLC $186.07M
3512026-04-23 09:47:59GLASS JACOBSON INVESTMENT ADVISORS LLC $289.97M
3522026-04-23 09:29:02WAYPOINT WEALTH COUNSEL $193.39M
3532026-04-23 09:27:41WALLEYE PARTNERS LLC $81.43M
3542026-04-23 09:26:59NORTH STAR INVESTMENT MANAGEMENT CORP $1.65B
3552026-04-23 09:23:463CHOPT INVESTMENT PARTNERS LLC $437.07M
3562026-04-23 09:15:00BLUE ROCK WEALTH MANAGEMENT LLC $157.15M
3572026-04-23 09:04:43AVANT FINANCIAL ADVISORS LLC $142.24M
3582026-04-23 09:03:42ORCA INVESTMENT MANAGEMENT LLC $117.59M
3592026-04-23 09:03:19GUARDIAN WEALTH MANAGEMENT LLC $329.62M
3602026-04-23 08:59:07CATALINA CAPITAL GROUP LLC $167.90M
3612026-04-23 08:58:20FINANCIAL GUIDANCE GROUP INC $248.82M
3622026-04-23 08:57:36ETESIAN WEALTH ADVISORS INC $313.42M
3632026-04-23 08:56:26AMELIORA WEALTH MANAGEMENT LTD $313.69M
3642026-04-23 08:56:09BXM WEALTH LLC $129.91M
3652026-04-23 08:56:05GREENHOUSE WEALTH MANAGEMENT LLC $161.70M
3662026-04-23 08:54:29BIGELOW INVESTMENT ADVISORS LLC $249.80M
3672026-04-23 08:51:26LITTLEJOHN FINANCIAL SERVICES INC $133.11M
3682026-04-23 08:50:23BARRY INVESTMENT ADVISORS LLC $453.61M
3692026-04-23 08:48:46OREGON PACIFIC WEALTH MANAGEMENT LLC $95.85M
3702026-04-23 08:48:05CASTELLAN GROUP LLC $725.68M
3712026-04-23 08:46:57SAGEGUARD FINANCIAL GROUP LLC $646.25M
3722026-04-23 08:45:10DUPREE FINANCIAL GROUP LLC $248.46M
3732026-04-23 08:39:15NEXT LEVEL PRIVATE LLC $442.71M
3742026-04-23 08:35:29MACCO FINANCIAL GROUP INC $132.06M
3752026-04-23 08:29:06LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) $19.12B
3762026-04-23 08:27:58INVESTMENT PLANNING ADVISORS INC $363.20M
3772026-04-23 07:03:26BROAD PEAK INVESTMENT ADVISERS PTE LTD $492.73M
3782026-04-23 06:56:16PPSC INVESTMENT SERVICE CORP $1.27B
3792026-04-23 06:40:15PAYPAY SECURITIES CORP $2.89M
3802026-04-23 06:30:20ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD $3.30M
3812026-04-22 21:43:06ARBOR WEALTH ADVISORS LLC $142.55M
3822026-04-22 21:16:28ACCURATE WEALTH MANAGEMENT LLC $830.95M
3832026-04-22 21:10:25DAVIDSON KAHN CAPITAL MANAGEMENT LLC $187.58M
3842026-04-22 21:08:17MCBROOM & ASSOCIATES LLC $179.54M
3852026-04-22 21:06:47UG INVESTMENT ADVISERS LTD $148.16M
3862026-04-22 21:03:53WEBER CAPITAL MANAGEMENT LLC ADV $100.11M
3872026-04-22 21:00:49MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC $403.38M
3882026-04-22 20:54:58LAKEWOOD ASSET MANAGEMENT LLC $156.43M
3892026-04-22 19:59:56VIEWPOINT INVESTMENT PARTNERS CORP $215.92M
3902026-04-22 19:59:05AEGIS WEALTH MANAGEMENT LLC $174.85M
3912026-04-22 19:58:21AJ ADVISORS LLC $269.55M
3922026-04-22 19:57:31KG L CAPITAL MANAGEMENT LLC $139.47M
3932026-04-22 19:55:14STERLING WEALTH ADVISORS INC $175.36M
3942026-04-22 19:52:52CLEAR CREEK FINANCIAL MANAGEMENT LLC $1.30B
3952026-04-22 19:52:20TICINO WEALTH $287.69M
3962026-04-22 19:51:52SFG WEALTH MANAGEMENT LLC $242.90M
3972026-04-22 19:51:33RBA WEALTH MANAGEMENT LLC $277.65M
3982026-04-22 19:51:11AVISE FINANCIAL COOPERATIVE INC $120.86M
3992026-04-22 19:50:54SILVER COAST INVESTMENTS LLC $313.36M
4002026-04-22 19:49:54DORVAL CORP $322.30M
4012026-04-22 19:49:27TBH GLOBAL ASSET MANAGEMENT LLC $496.53M
4022026-04-22 19:48:34BURRUS FINANCIAL SERVICES INC $218.48M
4032026-04-22 19:48:25SENTRY LLC $314.30M
4042026-04-22 19:48:07SIMPLIFI INC $238.18M
4052026-04-22 19:47:48BENDER ROBERT ASSOCIATES $416.89M
4062026-04-22 19:47:24LEGACY WEALTH MANAGEMENT INC $1.71B
4072026-04-22 19:45:48BLUEPRINT INVESTING LLC $125.61M
4082026-04-22 19:45:22PAUL DAMON & ASSOCIATES INC $224.89M
4092026-04-22 19:45:04CAPITAL MANAGEMENT ASSOCIATES INC $442.30M
4102026-04-22 19:44:40YOUNGS ADVISORY GROUP INC $281.42M
4112026-04-22 19:43:57WESTERN FINANCIAL CORP CA $255.48M
4122026-04-22 19:43:35SC&H FINANCIAL ADVISORS INC $663.23M
4132026-04-22 19:42:55MID AMERICAN WEALTH ADVISORY GROUP INC $236.71M
4142026-04-22 19:40:31ESSENTIAL PLANNING LLC $314.51M
4152026-04-22 19:36:51PEAVINE CAPITAL MANAGEMENT LLC $446.09M
4162026-04-22 19:36:07FIGURE 8 INVESTMENT STRATEGIES LLC $102.40M
4172026-04-22 19:35:41JOEL ISAACSON CO LLC $3.02B
4182026-04-22 19:35:19CANTOR FITZGERALD INVESTMENT ADVISER L P $1.36B
4192026-04-22 19:35:00CARROLL ADVISORY GROUP LLC $257.62M
4202026-04-22 19:34:39ABUNDANCE WEALTH COUNSELORS $697.22M
4212026-04-22 19:33:58QUARRY HILL ADVISORS LLC $243.05M
4222026-04-22 18:41:13FINLEY FINANCIAL LLC $213.59M
4232026-04-22 18:14:53HFG WEALTH MANAGEMENT LLC $181.72M
4242026-04-22 18:13:42OMNITRUST WEALTH MANAGEMENT INC $77.22M
4252026-04-22 18:13:33INTEGRATED WEALTH MANAGEMENT $87.20M
4262026-04-22 18:11:25TRUNORTH CAPITAL MANAGEMENT LLC $521.60M
4272026-04-22 18:10:26CAPITAL INVESTMENT MANAGEMENT INC $291.17M
4282026-04-22 18:09:02STONE POINT WEALTH LLC $359.34M
4292026-04-22 18:06:27STRAIGHT PATH WEALTH MANAGEMENT $374.35M
4302026-04-22 18:05:20KEENAN LLC $118.54M
4312026-04-22 18:03:56SAMALIN INVESTMENT COUNSEL LLC $282.02M
4322026-04-22 18:01:12MN WEALTH ADVISORS LLC $205.55M
4332026-04-22 17:54:39OAK HARVEST INVESTMENT SERVICES $958.03M
4342026-04-22 17:54:08KRM WEALTH MANAGEMENT LLC $191.95M
4352026-04-22 17:48:12JNBA FINANCIAL ADVISORS $1.20B
4362026-04-22 17:35:43GEMMER ASSET MANAGEMENT LLC $1.27B
4372026-04-22 17:34:38QV INVESTORS INC $1.24M
4382026-04-22 17:30:56PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC $1.77B
4392026-04-22 17:19:49MADISON PARK CAPITAL ADVISORS LLC $127.23M
4402026-04-22 17:18:54LAM GROUP INC $181.95M
4412026-04-22 17:11:42CHEMUNG CANAL TRUST CO $494.11M
4422026-04-22 17:09:17VINLAND CAPITAL MANAGEMENT GESTORA DE RECURSOS LTDA $49.68M
4432026-04-22 17:08:33MEADOWBROOK INVESTMENT ADVISORS LLC $113.02M
4442026-04-22 17:07:56FINANCIAL FUTURES LTD LIABILITY CO $227.64M
4452026-04-22 17:03:23GUNDERSON CAPITAL MANAGEMENT INC $239.17M
4462026-04-22 17:02:13STORYONE LLC $177.38M
4472026-04-22 16:45:50RED TREE MANAGEMENT LLC $111.83M
4482026-04-22 16:44:42TVL MANAGEMENT CORP $0.00
4492026-04-22 16:43:17RUSSIA PARTNERS MANAGEMENT LLC $3.34M
4502026-04-22 16:39:49SENECA FINANCIAL ADVISORS LLC $341.27M
4512026-04-22 16:33:13MATRIX ASSET ADVISORS INC NY $1.09B
4522026-04-22 16:32:47MILLBURN RIDGEFIELD CORP $4.65B
4532026-04-22 16:31:05PATTON FUND MANAGEMENT INC $588.75M
4542026-04-22 16:27:55DDFG INC $464.00M
4552026-04-22 16:26:59INDEPENDENCE ASSET ADVISORS LLC $276.60M
4562026-04-22 16:26:21ABSOLUTE INVESTMENT ADVISERS LLC $852.10M
4572026-04-22 16:26:21RED DOOR WEALTH MANAGEMENT LLC $961.66M
4582026-04-22 16:24:47HURLOW WEALTH MANAGEMENT GROUP INC $420.09M
4592026-04-22 16:19:43BAY CAPITAL ADVISORS LLC $162.24M
4602026-04-22 16:17:30IFRAH FINANCIAL SERVICES INC $378.28M
4612026-04-22 16:14:46LIFESTEPS FINANCIAL INC $157.90M
4622026-04-22 16:11:28HARTMANN TAYLOR WEALTH MANAGEMENT LLC $151.21M
4632026-04-22 16:10:49PRINCETON GLOBAL ASSET MANAGEMENT LLC $612.93M
4642026-04-22 16:09:01WALLINGTON ASSET MANAGEMENT LLC $752.33M
4652026-04-22 16:02:52TPG ADVISORS LLC $160.46M
4662026-04-22 16:01:11AVALON ADVISORY GROUP $247.85M
4672026-04-22 16:01:04ASPIRE PRIVATE CAPITAL LLC $443.05M
4682026-04-22 16:00:03GRAY FOUNDATION $396.76M
4692026-04-22 15:58:32CONSTELLATION INVESTMENTS INC $3.01B
4702026-04-22 15:56:21RIVERBEND WEALTH MANAGEMENT LLC $174.56M
4712026-04-22 15:54:03CANOE FINANCIAL LP $7.34B
4722026-04-22 15:53:09FORMIDABLE ASSET MANAGEMENT LLC $647.71M
4732026-04-22 15:50:30YELIN LAPIDOT HOLDINGS MANAGEMENT LTD $480.14M
4742026-04-22 15:49:53PENNEY FINANCIAL LLC $260.64M
4752026-04-22 15:43:35WETZEL INVESTMENT ADVISORS INC $251.53M
4762026-04-22 15:40:51FIRST FINANCIAL GROUP CORP $122.46M
4772026-04-22 15:29:59AUA CAPITAL MANAGEMENT LLC $195.73M
4782026-04-22 15:23:38ADAMS NATURAL RESOURCES FUND INC $862.62M
4792026-04-22 15:22:59AGH WEALTH ADVISORS LLC $135.87M
4802026-04-22 15:21:07ADAMS DIVERSIFIED EQUITY FUND INC $2.84B
4812026-04-22 15:17:19BKM WEALTH MANAGEMENT LLC $273.87M
4822026-04-22 15:17:181492 CAPITAL MANAGEMENT LLC $262.64M
4832026-04-22 15:17:13WERNAU ASSET MANAGEMENT INC $143.37M
4842026-04-22 15:15:26CORNERSTONE WEALTH GROUP LLC $1.56B
4852026-04-22 15:14:38BLUEPATH CAPITAL MANAGEMENT LLC $144.89M
4862026-04-22 15:03:27ONYX BRIDGE WEALTH GROUP LLC $930.02M
4872026-04-22 15:02:45GOODMAN ADVISORY GROUP LLC $385.45M
4882026-04-22 14:57:06LOUISBOURG INVESTMENTS INC $528.82M
4892026-04-22 14:55:04APRICUS WEALTH LLC $205.23M
4902026-04-22 14:53:47MORRIS RETIREMENT ADVISORS LLC $245.27M
4912026-04-22 14:47:46J L BAINBRIDGE CO INC $1.12B
4922026-04-22 14:39:52CROSSGEN WEALTH LLC $113.87M
4932026-04-22 14:39:10NICHOLSON MEYER CAPITAL MANAGEMENT INC $130.40M
4942026-04-22 14:38:06BOOMFISH WEALTH GROUP LLC $187.33M
4952026-04-22 14:37:30ADVOCATE INVESTING SERVICES LLC $118.02M
4962026-04-22 14:34:59MIDWEST FINANCIAL GROUP LLC $234.50M
4972026-04-22 14:34:45CALDWELL TRUST CO $1.12B
4982026-04-22 14:27:25HORIZON ADVISORY SERVICES INC $195.39M
4992026-04-22 14:22:37VANNOY ADVISORY GROUP INC $157.96M
5002026-04-22 14:22:26SKYLANDS CAPITAL LLC $763.03M
5012026-04-22 14:15:24JANNEY MONTGOMERY SCOTT LLC $40.40M
5022026-04-22 14:13:58HORIZON BANCORP INC IN $207.86K
5032026-04-22 14:13:22DIAMANT ASSET MANAGEMENT INC $137.25M
5042026-04-22 14:12:51SYLVEST ADVISORS LLC $188.05M
5052026-04-22 14:11:42AMPFIELD MANAGEMENT LP $80.79K
5062026-04-22 14:06:23WILKINS MILLER WEALTH MANAGEMENT LLC $165.31M
5072026-04-22 14:03:17INVESCO LLC $285.51M
5082026-04-22 13:54:07TEPP RIA LLC $127.67M
5092026-04-22 13:53:21APOLLON FINANCIAL LLC $723.10M
5102026-04-22 13:50:47WISER ADVISOR GROUP LLC $82.72M
5112026-04-22 13:49:19APOLLON WEALTH MANAGEMENT LLC $6.15B
5122026-04-22 13:48:10PASADENA PRIVATE WEALTH LLC $723.25M
5132026-04-22 13:46:38CLARITY WEALTH DEVELOPMENT LLC $122.51M
5142026-04-22 13:43:10VICUS CAPITAL $1.36B
5152026-04-22 13:40:55ARISTON SERVICES GROUP $167.16M
5162026-04-22 13:40:21COSTON MCISAAC & PARTNERS $443.50M
5172026-04-22 13:29:12TRED AVON FAMILY WEALTH LLC $301.34M
5182026-04-22 13:28:26NETWORTH ADVISORS LLC $141.48M
5192026-04-22 13:27:52DETALUS ADVISORS LLC $437.88M
5202026-04-22 13:23:48MCLEAN ASSET MANAGEMENT CORP $571.56M
5212026-04-22 13:20:13GROESBECK INVESTMENT MANAGEMENT CORP NJ $51.34K
5222026-04-22 13:15:25TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC $162.56M
5232026-04-22 13:08:51PINNACLE BANK $338.84M
5242026-04-22 13:07:30PEAK FINANCIAL ADVISORS LLC $230.70M
5252026-04-22 13:07:08PORTUS WEALTH ADVISORS LLC $106.21M
5262026-04-22 12:57:01ATWATER MALICK LLC $370.24M
5272026-04-22 12:52:38TRU INDEPENDENCE LLC $202.20M
5282026-04-22 12:39:50SHUM FINANCIAL GROUP INC $141.43M
5292026-04-22 12:35:06SYKON CAPITAL LLC $300.05M
5302026-04-22 12:30:43HMS CAPITAL MANAGEMENT LLC $258.53M
5312026-04-22 12:26:50SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC $189.74M
5322026-04-22 12:24:43SPIREPOINT PRIVATE CLIENT LLC $1.05B
5332026-04-22 12:21:16QP WEALTH MANAGEMENT LLC $58.36M
5342026-04-22 12:15:22ACCRETIVE WEALTH PARTNERS LLC $355.82M
5352026-04-22 12:08:06CONTINUUM ADVISORY LLC $1.04B
5362026-04-22 12:03:32ASSET ALLOCATION STRATEGIES LLC $563.07M
5372026-04-22 11:58:42ARCADIA INVESTMENT MANAGEMENT CORP MI $583.95M
5382026-04-22 11:47:33GOLD INVESTMENT MANAGEMENT LTD $322.92M
5392026-04-22 11:44:35STRATEGIC PLANNING GROUP LLC $715.35M
5402026-04-22 11:44:21PARCION PRIVATE WEALTH LLC $1.61B
5412026-04-22 11:42:54BRANDYWINE ASSET MANAGEMENT INC $126.02M
5422026-04-22 11:40:48BRAVERA WEALTH $222.02M
5432026-04-22 11:39:53RETIREMENT GUYS FORMULA LLC $217.45M
5442026-04-22 11:39:20HOESE AND CO LLP $134.73M
5452026-04-22 11:39:02CHURCHILL FINANCIAL ADVISORS LLC $475.83M
5462026-04-22 11:38:42BIGSUR WEALTH MANAGEMENT LLC $356.48M
5472026-04-22 11:37:25ATLASMARK FINANCIAL INC $154.82M
5482026-04-22 11:35:21WEALTH ADVISORY SOLUTIONS LLC $448.83M
5492026-04-22 11:34:44LANDMARK WEALTH MANAGEMENT INC $265.14M
5502026-04-22 11:34:10LAWSON KROEKER INVESTMENT MANAGEMENT INC NE $343.10M
5512026-04-22 11:30:54RIDGECREST WEALTH PARTNERS LLC $181.17M
5522026-04-22 11:30:31QUATTRO FINANCIAL ADVISORS LLC $330.94M
5532026-04-22 11:28:07WESTEND ADVISORS LLC $4.14B
5542026-04-22 11:27:03PHOENIX WEALTH ADVISORS $253.17M
5552026-04-22 11:23:24GERBER LLC $179.15M
5562026-04-22 11:20:03PROMETHIUM ADVISORS LLC $193.10M
5572026-04-22 11:18:37LAKESHORE CAPITAL GROUP INC $122.50M
5582026-04-22 11:16:49INVESTMENT ADVISORY GROUP LLC $393.40M
5592026-04-22 11:14:46FINANCIALLY IN TUNE LLC $116.30M
5602026-04-22 11:14:31INVERA WEALTH ADVISORS LLC $155.81M
5612026-04-22 11:13:06RICHARD BERNSTEIN ADVISORS LLC $3.45B
5622026-04-22 11:10:28ENGLEBERT FINANCIAL ADVISERS LLC $87.92M
5632026-04-22 11:08:42TRUEFG LLC $377.28M
5642026-04-22 11:06:43TRAPHAGEN INVESTMENT ADVISORS LLC $1.23B
5652026-04-22 11:05:25MUIRFIELD WEALTH ADVISORS LLC $135.90M
5662026-04-22 11:00:53PEAK PLANNING GROUP LLC $360.81M
5672026-04-22 10:58:15BEACON FINANCIAL PLANNING INC $258.19M
5682026-04-22 10:55:48HARRELL INVESTMENT PARTNERS LLC $419.18M
5692026-04-22 10:54:02BERRY WEALTH GROUP LP $26.76M
5702026-04-22 10:52:02M3 ADVISORY GROUP LLC $162.24M
5712026-04-22 10:49:55SPIRE WEALTH MANAGEMENT $2.93B
5722026-04-22 10:49:36UNITING WEALTH PARTNERS LLC $469.71M
5732026-04-22 10:48:44APPLIED CAPITAL LLC $267.88M
5742026-04-22 10:47:24MONUMENT GROUP WEALTH ADVISORS LLC $180.20M
5752026-04-22 10:47:21SUTTON PLACE INVESTORS LLC $182.83M
5762026-04-22 10:46:44ARCATAUR CAPITAL MANAGEMENT LLC $359.40M
5772026-04-22 10:44:08EVENSKY KATZ LLC $1.76M
5782026-04-22 10:41:42STONE HOUSE INVESTMENT MANAGEMENT LLC $558.05M
5792026-04-22 10:38:56RMR WEALTH BUILDERS $1.27B
5802026-04-22 10:38:21MINDSET WEALTH MANAGEMENT LLC $372.50M
5812026-04-22 10:30:13CORNERSTONE ENTERPRISES LLC $201.07M
5822026-04-22 10:28:00EQIS CAPITAL MANAGEMENT INC $336.95M
5832026-04-22 10:25:04MOTCO $1.08B
5842026-04-22 10:23:52ASPIRE CAPITAL ADVISORS LLC $444.13M
5852026-04-22 10:23:49CREW CAPITAL MANAGEMENT LTD $150.77M
5862026-04-22 10:21:33SENDERO WEALTH MANAGEMENT LLC $904.08M
5872026-04-22 10:20:48RAINEY RANDALL INVESTMENT MANAGEMENT INC $615.62M
5882026-04-22 10:20:08GENESEE CAPITAL ADVISORS LLC $238.64M
5892026-04-22 10:17:29ROLEK WEALTH MANAGEMENT LLC $139.40M
5902026-04-22 10:15:06BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC $100.96M
5912026-04-22 10:14:55BLUESPHERE ADVISORS LLC $281.31M
5922026-04-22 10:14:00STOREN LEGACY PARTNERS LLC $318.99M
5932026-04-22 10:10:55KENNEDY INVESTMENT GROUP $255.35M
5942026-04-22 10:07:56J TEAM FINANCIAL INC $89.34M
5952026-04-22 10:07:45AVANTRA FAMILY WEALTH INC $134.36M
5962026-04-22 10:04:32KAPSTONE FINANCIAL ADVISORS LLC $204.15M
5972026-04-22 10:04:04GROVE STREET FIDUCIARY LLC $227.01M
5982026-04-22 10:01:26AUREUM WEALTH MANAGEMENT LLC $143.70M
5992026-04-22 09:59:20ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC $407.12M
6002026-04-22 09:48:13JAMES HAMBRO PARTNERS $2.55B
6012026-04-22 09:42:20QUINTET PRIVATE BANK (EUROPE) SA $1.49B
6022026-04-22 09:40:16MATAURO LLC $692.02M
6032026-04-22 09:37:39NORRIS PERNE FRENCH LLP MI $1.50B
6042026-04-22 09:28:30BRAUN STACEY ASSOCIATES INC $3.01B
6052026-04-22 09:23:34ABN AMRO BANK NV $9.27B
6062026-04-22 09:21:39TRAVEKA WEALTH LLC $261.97M
6072026-04-22 09:14:16HARBOR ASSET PLANNING INC $118.85M
6082026-04-22 09:09:18COASTAL INVESTMENT ADVISORS INC $288.29M
6092026-04-22 09:08:50UNION BANCAIRE PRIVEE UBP SA $7.19B
6102026-04-22 09:06:07JIM SAULNIER & ASSOCIATES LLC $205.48M
6112026-04-22 09:03:23STERLING CAPITAL MANAGEMENT LLC $5.28B
6122026-04-22 09:00:46SUMMERHILL CAPITAL MANAGEMENT LNC $114.60M
6132026-04-22 08:46:32OLD POINT TRUST FINANCIAL SERVICES N A $311.36M
6142026-04-22 08:29:33PICTET ASSET MANAGEMENT HOLDING SA $94.79B
6152026-04-22 08:28:13WELLCOME TRUST LTD THE AS TRUSTEE OF THE WELLCOME TRUST $8.09B
6162026-04-22 08:26:50YODER WEALTH MANAGEMENT INC $219.35M
6172026-04-22 07:32:57BORDER TO COAST PENSIONS PARTNERSHIP LTD $5.92M
6182026-04-22 07:28:43FORT WASHINGTON INVESTMENT ADVISORS INC OH $18.08B
6192026-04-22 06:48:14APEIRON CAPITAL LTD $106.92M
6202026-04-22 06:10:04CALEDONIA INVESTMENTS PLC $855.93M
6212026-04-21 21:56:13BWM PLANNING LLC $379.12M
6222026-04-21 21:46:10ROMANO BROTHERS AND COMPANY $880.19M
6232026-04-21 21:29:04MASON & ASSOCIATES LLC $436.70M
6242026-04-21 21:22:44FEARLESS SOLUTIONS LLC DBA BEST INVEST $165.71M
6252026-04-21 21:18:56SHOTWELL RUTTER BAER INC $170.20M
6262026-04-21 21:18:54ASO GROUP LTD $237.12K
6272026-04-21 21:15:10FOUNDATION WEALTH MANAGEMENT LLC PA $283.52M
6282026-04-21 21:10:47FOUNDRY FINANCIAL LLC $236.06M
6292026-04-21 21:06:07CITRINE CAPITAL LLC $230.65M
6302026-04-21 21:02:10MFA WEALTH SERVICES $151.05M
6312026-04-21 20:58:23BENCHMARK FINANCIAL LLC $111.44M
6322026-04-21 20:57:14FUND RESOURCES INVESTMENT HOLDING GROUP CO LTD $81.66M
6332026-04-21 20:52:44HOFER & ASSOCIATES INC $186.08M
6342026-04-21 20:48:02SEMITAM BONAM LLC $122.38M
6352026-04-21 20:43:46MY PERSONAL CFO LLC $228.36M
6362026-04-21 20:37:10LARRY MATHIS FINANCIAL PLANNING LLC $111.55M
6372026-04-21 19:57:26MONTGOMERY INVESTMENT MANAGEMENT INC $293.09M
6382026-04-21 19:46:15SPECTRUM ASSET MANAGEMENT INC NB CA $314.79M
6392026-04-21 19:05:05TRILOGY CAPITAL INC $2.27B
6402026-04-21 18:53:23DECISION INVESTMENTS INC $87.93M
6412026-04-21 18:23:20LYNWOOD PRICE CAPITAL MANAGEMENT LP $186.14M
6422026-04-21 18:18:50CREEKSIDE PARTNERS $242.86M
6432026-04-21 18:15:34MOREY & QUINN WEALTH PARTNERS LLC $140.60M
6442026-04-21 18:15:16SITRIN CAPITAL MANAGEMENT LLC $199.54M
6452026-04-21 18:14:58NAVIGATION WEALTH MANAGEMENT INC $27.75M
6462026-04-21 18:14:23SHERRILL & HUTCHINS FINANCIAL ADVISORY INC $169.30M
6472026-04-21 18:13:36BILTMORE WEALTH MANAGEMENT LLC $281.20M
6482026-04-21 18:13:09FINANCIAL PLANNING NAVIGATORS CORP $228.14M
6492026-04-21 18:12:49STOLZ & ASSOCIATES PS $143.30M
6502026-04-21 18:12:17PINNACLE ASSOCIATES LTD $7.78B
6512026-04-21 18:09:07OAK WEALTH ADVISORS LLC $182.00M
6522026-04-21 18:04:47PDS PLANNING INC $1.52B
6532026-04-21 17:57:44FULCRUM WEALTH ADVISORS LLC $120.78M
6542026-04-21 17:47:20GAGNON ADVISORS LLC $135.93M
6552026-04-21 17:44:22GAGNON SECURITIES LLC $433.21M
6562026-04-21 17:41:25BROADWAY WEALTH SOLUTIONS INC $193.39M
6572026-04-21 17:40:32FSA INVESTMENT GROUP LLC $248.44M
6582026-04-21 17:39:42PHARVISION ADVISERS LLC $325.72K
6592026-04-21 17:39:10HIDDEN COVE WEALTH MANAGEMENT LLC $155.66M
6602026-04-21 17:37:42KW WEALTH MANAGEMENT LLC $0.00
6612026-04-21 17:34:16BANKPLUS WEALTH MANAGEMENT LLC $193.54M
6622026-04-21 17:33:21PFLUG KOORY LLC $218.25M
6632026-04-21 17:33:08KETRON FINANCIAL $279.34M
6642026-04-21 17:31:38TWO POINT CAPITAL MANAGEMENT INC $229.02M
6652026-04-21 17:30:44CROWN WEALTH GROUP LLC $340.47M
6662026-04-21 17:29:19PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC $1.46B
6672026-04-21 17:26:13HF ADVISORY GROUP LLC $293.45M
6682026-04-21 17:25:12FULLERTON ADVISORS LLC $96.56M
6692026-04-21 17:25:09SICART ASSOCIATES LLC $389.28M
6702026-04-21 17:25:02ECHO WEALTH MANAGEMENT LLC $173.67M
6712026-04-21 17:23:52POWERS ADVISORY GROUP LLC $283.58M
6722026-04-21 17:22:46CHRISTINE MESSMER PC $156.40M
6732026-04-21 17:22:12SUGAR MAPLE ASSET MANAGEMENT LLC $164.75M
6742026-04-21 17:21:40WMS GROUP LLC $68.77M
6752026-04-21 17:20:39NEXT LEVEL WEALTH PLANNING LLC $194.70M
6762026-04-21 17:18:44VCI WEALTH MANAGEMENT LLC $360.76M
6772026-04-21 17:18:30WELCH GROUP LLC $2.66B
6782026-04-21 17:17:45TOWNELEY CAPITAL MANAGEMENT INC DE $477.84M
6792026-04-21 17:16:45SEQUENT PLANNING LLC $413.58M
6802026-04-21 17:14:34DELTA WEALTH ADVISORS LLC $131.41M
6812026-04-21 17:13:40WEALTH EFFECTS LLC $282.19M
6822026-04-21 17:11:55GRACE WHITE INC NY $566.23M
6832026-04-21 17:11:19COLONY FAMILY OFFICES LLC $405.51M
6842026-04-21 17:11:14PIEDMONT CAPITAL MANAGEMENT LLC NC $149.86M
6852026-04-21 17:09:51WESBANCO BANK INC $3.61B
6862026-04-21 17:06:23RETIREMENT PLANNING GROUP LLC NY $155.19M
6872026-04-21 17:03:52POEHLING CAPITAL MANAGEMENT LLC $474.95M
6882026-04-21 17:03:07FIRST UNITED BANK TRUST $307.92M
6892026-04-21 17:01:41CLARUS GROUP INC $278.96M
6902026-04-21 16:57:40TASSEL CAPITAL MANAGEMENT INC $184.09M
6912026-04-21 16:54:08MERIDIAN FINANCIAL LLC $182.95M
6922026-04-21 16:52:22TIGEROAK MANAGEMENT LLC $317.49M
6932026-04-21 16:48:52RIVERSTONE ADVISORS LLC $202.80M
6942026-04-21 16:45:20MBE WEALTH MANAGEMENT LLC $240.75M
6952026-04-21 16:43:44MADRID WEALTH MANAGEMENT LLC $132.54M
6962026-04-21 16:42:30MARIDEA WEALTH MANAGEMENT LLC $687.56M
6972026-04-21 16:37:08OLD SECOND NATIONAL BANK OF AURORA $483.92M
6982026-04-21 16:34:09WASATCH ADVISORS INC $15.06B
6992026-04-21 16:32:56LAUREL OAK WEALTH MANAGEMENT LLC $595.50M
7002026-04-21 16:29:53ROOTED WEALTH ADVISORS INC $379.22M
7012026-04-21 16:28:45KEYSTONE FINANCIAL GROUP INC $192.40M
7022026-04-21 16:28:31VALUE PARTNER INVESTMENTS INC $1.31B
7032026-04-21 16:27:35NARUS FINANCIAL PARTNERS LLC $381.59M
7042026-04-21 16:27:29LEWIS ASSET MANAGEMENT LLC $244.59M
7052026-04-21 16:26:52FAMILY WEALTH GROUP LLC $157.38M
7062026-04-21 16:23:10ALTA PARTNERS MANAGEMENT COMPANY LP $151.01M
7072026-04-21 16:18:30FRUTH INVESTMENT MANAGEMENT $401.26K
7082026-04-21 16:18:09RIVER STREET ADVISORS LLC $295.93M
7092026-04-21 16:17:55WT WEALTH MANAGEMENT $336.36M
7102026-04-21 16:14:44MAYFAIR ADVISORY GROUP LLC $286.41M
7112026-04-21 16:12:29SIGNATURE WEALTH MANAGEMENT PARTNERS LLC $199.40M
7122026-04-21 16:11:07MERKKURI WEALTH ADVISORS LLC $143.12M
7132026-04-21 16:10:40ECON FINANCIAL SERVICES CORP $215.36M
7142026-04-21 16:10:35GROUND SWELL CAPITAL LLC $50.68M
7152026-04-21 16:07:11GRANITE ISLANDS PRIVATE WEALTH LLC $108.50M
7162026-04-21 16:01:41VENTURI WEALTH MANAGEMENT LLC $2.22B
7172026-04-21 16:01:02MEDICXI VENTURES MANAGEMENT JERSEY LTD $981.81M
7182026-04-21 16:00:35NEMES RUSH GROUP LLC $1.05B
7192026-04-21 15:59:43FINANCIAL CONSULATE INC $802.59M
7202026-04-21 15:57:18STAPP WEALTH MANAGEMENT PLLC $78.33M
7212026-04-21 15:56:06ENCOMPASS WEALTH ADVISORS LLC $287.38M
7222026-04-21 15:53:48HIGHLAND FINANCIAL ADVISORS LLC $378.70M
7232026-04-21 15:50:41CAPITAL INVESTMENT COUNSEL INC $816.12M
7242026-04-21 15:48:29KOOMAN & ASSOCIATES $335.41M
7252026-04-21 15:48:23SPRINGVEST WEALTH MANAGEMENT LLC $146.41M
7262026-04-21 15:45:00P A W CAPITAL CORP $36.74M
7272026-04-21 15:44:40VISE TECHNOLOGIES INC $5.09B
7282026-04-21 15:44:01PINNACLE WEALTH MANAGEMENT LLC $148.46M
7292026-04-21 15:43:13BEAUMONT ASSET MANAGEMENT L L C $222.16M
7302026-04-21 15:42:10FLP WEALTH MANAGEMENT LLC $48.93M
7312026-04-21 15:40:23CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC $348.48M
7322026-04-21 15:40:20WELCH FINANCIAL PLANNING LLC $139.07M
7332026-04-21 15:39:16CAMBIENT FAMILY OFFICE LLC $716.38M
7342026-04-21 15:37:20SYSTELLIGENCE LLC $514.38M
7352026-04-21 15:31:33RAMIAH INVESTMENT GROUP $99.48M
7362026-04-21 15:30:00XCEL WEALTH MANAGEMENT LLC $361.55M
7372026-04-21 15:25:54TOPSAIL WEALTH MANAGEMENT LLC $677.90M
7382026-04-21 15:21:43PENBROOK MANAGEMENT LLC $132.06M
7392026-04-21 15:20:14NEW PERSPECTIVES INC $288.75M
7402026-04-21 15:16:38NORTHEAST INVESTMENT MANAGEMENT $2.42B
7412026-04-21 15:16:11SIMS INVESTMENT MANAGEMENT LLC $272.13M
7422026-04-21 15:09:57PENN DAVIS MCFARLAND INC $1.02B
7432026-04-21 15:03:26J2 CAPITAL MANAGEMENT INC $145.85M
7442026-04-21 14:58:01MAIN LINE RETIREMENT ADVISORS LLC $200.28M
7452026-04-21 14:55:09FINANCIAL ARCHITECTS LLC $189.59M
7462026-04-21 14:49:23UNIQUE WEALTH LLC $723.23M
7472026-04-21 14:43:35ADG WEALTH MANAGEMENT GROUP LLC $144.72M
7482026-04-21 14:36:28NEWPORT ASIA LLC $0.00
7492026-04-21 14:32:55WATERWAY WEALTH MANAGEMENT LLC $452.28M
7502026-04-21 14:32:06ASSET PLANNING SERVICES INC LA ADV $228.06K
7512026-04-21 14:27:00NABITY JENSEN INVESTMENT MANAGEMENT INC $144.18M
7522026-04-21 14:21:07BLUE JEAN FINANCIAL LLC $121.31M
7532026-04-21 14:19:19GRIMES COMPANY INC $3.61B
7542026-04-21 14:18:39VERITY ASSET MANAGEMENT INC $238.38M
7552026-04-21 14:14:54SANDRO WEALTH MANAGEMENT LLC $124.91M
7562026-04-21 14:14:27CHIRON CAPITAL MANAGEMENT LLC $97.55M
7572026-04-21 14:12:39ONE WEALTH ADVISORS LLC $803.05M
7582026-04-21 14:12:32SUNPOINTE LLC $305.27M
7592026-04-21 14:11:46WOLFSTICH CAPITAL LLC $114.29M
7602026-04-21 14:11:07TRUST CO OF VIRGINIA VA $1.19B
7612026-04-21 14:10:41QUAD CITIES INVESTMENT GROUP LLC $250.86M
7622026-04-21 14:10:24VIGIL WEALTH MANAGEMENT LLC $123.73M
7632026-04-21 14:09:56TENON FINANCIAL LLC $254.56M
7642026-04-21 14:09:30CANNON GLOBAL INVESTMENT MANAGEMENT LLC $51.20M
7652026-04-21 14:09:06CORECAM AG $117.36M
7662026-04-21 14:08:37COMPASS ADVISORY GROUP LLC $373.72M
7672026-04-21 14:08:29CARL STUART INVESTMENT ADVISOR INC $228.91M
7682026-04-21 14:08:00MALTIN WEALTH MANAGEMENT INC $261.65M
7692026-04-21 14:07:16COLUMBUS MACRO LLC $936.15M
7702026-04-21 14:06:44DRAPER ASSET MANAGEMENT LLC $175.92M
7712026-04-21 14:06:25RCS FINANCIAL PLANNING LLC $192.77M
7722026-04-21 14:05:36STOKES CAPITAL ADVISORS LLC $446.01M
7732026-04-21 14:05:30ARMBRUSTER CAPITAL MANAGEMENT INC $610.19M
7742026-04-21 14:04:49FINANCIAL COUNCIL ASSET MANAGEMENT INC $259.23M
7752026-04-21 14:04:16PACIFIC SAGE PARTNERS LLC $635.63M
7762026-04-21 14:04:04GREENFIELD FTC INC $524.35M
7772026-04-21 14:03:59PARKER FINANCIAL LLC $250.28M
7782026-04-21 14:03:01LONG ISLAND WEALTH MANAGEMENT INC $215.61M
7792026-04-21 14:02:16POLARIS INVESTMENT ADVISORS LLC $137.15M
7802026-04-21 14:00:45DIESSLIN GROUP INC $222.05M
7812026-04-21 14:00:24AXIOM FINANCIAL STRATEGIES LLC $284.09M
7822026-04-21 13:58:42INTERNATIONAL PRIVATE WEALTH ADVISORS LLC $163.47M
7832026-04-21 13:57:53FINGERLAKES WEALTH MANAGEMENT INC $150.78M
7842026-04-21 13:56:26AULL MONROE INVESTMENT MANAGEMENT CORP $215.29M
7852026-04-21 13:55:40TORREY GROWTH & INCOME ADVISORS $238.64M
7862026-04-21 13:54:35WEDBUSH SECURITIES INC $3.43M
7872026-04-21 13:54:02BARLOW WEALTH PARTNERS INC $900.01M
7882026-04-21 13:53:23VANGUARD CAPITAL WEALTH ADVISORS $108.08M
7892026-04-21 13:52:40TRUEBLOOD WEALTH MANAGEMENT LLC $255.67M
7902026-04-21 13:51:38DOUGHERTY WEALTH ADVISERS LLC $157.64M
7912026-04-21 13:47:37YARDLEY WEALTH MANAGEMENT LLC $195.15M
7922026-04-21 13:46:45WASHINGTON GROWTH STRATEGIES LLC $153.06M
7932026-04-21 13:46:11CAPELIGHT CAPITAL ASSET MANAGEMENT LP $134.06M
7942026-04-21 13:46:10TREVIAN WEALTH MANAGEMENT LLC $202.64M
7952026-04-21 13:45:35SAGE FINANCIAL MANAGEMENT GROUP INC $325.36M
7962026-04-21 13:44:31ROBECO INSTITUTIONAL ASSET MANAGEMENT B V $70.16B
7972026-04-21 13:43:33ONEASCENT WEALTH MANAGEMENT LLC $302.46M
7982026-04-21 13:42:55ONEASCENT FINANCIAL SERVICES LLC $1.85B
7992026-04-21 13:42:05ONEASCENT FAMILY OFFICE LLC $143.16M
8002026-04-21 13:40:54BCS PRIVATE WEALTH MANAGEMENT INC $329.09M
8012026-04-21 13:40:20ABBINGTON INVESTMENT GROUP $171.88M
8022026-04-21 13:39:18SENSIBLE MONEY LLC $328.72M
8032026-04-21 13:39:09WISE WEALTH PARTNERS $73.87M
8042026-04-21 13:38:37MESIROW FINANCIAL INVESTMENT MANAGEMENT INC $6.18B
8052026-04-21 13:35:16WALLACE ADVISORY GROUP LLC $93.62M
8062026-04-21 13:34:22CHAPIN DAVIS INC $448.61M
8072026-04-21 13:30:12MORTON CAPITAL MANAGEMENT LLC CA $672.23M
8082026-04-21 13:29:32RED TORTOISE LLC $240.25M
8092026-04-21 13:25:41PACIFIC PARK FINANCIAL INC $153.18M
8102026-04-21 13:20:38LCM CAPITAL MANAGEMENT INC $199.31M
8112026-04-21 13:13:11DAVIDSON INVESTMENT ADVISORS $2.03B
8122026-04-21 13:11:31GFG CAPITAL LLC $313.02M
8132026-04-21 13:06:14BUTTONWOOD FINANCIAL ADVISORS INC $306.33M
8142026-04-21 12:59:13FORTERIS WEALTH MANAGEMENT INC $104.48M
8152026-04-21 12:55:55BENNETT SELBY INVESTMENTS LP $284.71M
8162026-04-21 12:55:21KIECKHEFER GROUP LLC $211.68M
8172026-04-21 12:51:03DIV CAPITAL PHOENIX ASSETS LTD $434.49M
8182026-04-21 12:50:09REFINED WEALTH MANAGEMENT $158.43M
8192026-04-21 12:47:17ACKERMAN ASSET MANAGEMENT LLC $143.32M
8202026-04-21 12:45:43NORTHLAND CAPITAL MANAGEMENT LLC $182.89M
8212026-04-21 12:45:26HCR WEALTH ADVISORS $964.36M
8222026-04-21 12:41:21YOFFE INVESTMENT MANAGEMENT LLC $78.05M
8232026-04-21 12:37:06ALTUS WEALTH MANAGEMENT LLC $224.98M
8242026-04-21 12:31:11HARVEY INVESTMENT CO LLC $909.49K
8252026-04-21 12:21:26GUINNESS ATKINSON ASSET MANAGEMENT INC $200.20M
8262026-04-21 12:20:33WORTHINGTON FINANCIAL PARTNERS LLC $116.40M
8272026-04-21 12:19:19MADSON WEALTH ADVISORS INC $120.26M
8282026-04-21 12:18:22GREY FOX WEALTH ADVISORS LLC $518.00M
8292026-04-21 12:17:02GUINNESS ASSET MANAGEMENT LTD $5.80B
8302026-04-21 12:13:04ALPINE ASSOCIATES MANAGEMENT INC $1.70B
8312026-04-21 12:08:50KANE CO WEALTH MANAGEMENT INC $118.59M
8322026-04-21 12:02:31E G ADVISORS LP $449.24M
8332026-04-21 12:01:41SWS PARTNERS $405.43M
8342026-04-21 11:59:43FLAGSHIP CAPITAL MANAGEMENT INC $136.05M
8352026-04-21 11:58:38MENDEL CAPITAL MANAGEMENT LLC $198.87M
8362026-04-21 11:57:57TRITONPOINT WEALTH LLC $933.96M
8372026-04-21 11:53:54ALPINE BANK WEALTH MANAGEMENT $687.78M
8382026-04-21 11:50:03OLSTEIN CAPITAL MANAGEMENT LP $458.07K
8392026-04-21 11:49:28DOUGHERTY & ASSOCIATES LLC $108.84M
8402026-04-21 11:48:25FOUNDERS CAPITAL MANAGEMENT $204.83M
8412026-04-21 11:40:33NORTH FORTY TWO & CO $108.17M
8422026-04-21 11:39:57ROTH FINANCIAL PARTNERS LLC $292.87M
8432026-04-21 11:37:58HIPPOCRATIC FINANCIAL ADVISORS LLC $227.99M
8442026-04-21 11:33:53ACCREDITED INVESTOR SERVICES LLC $155.76M
8452026-04-21 11:33:37COMPASS PLANNING ASSOCIATES INC $156.36M
8462026-04-21 11:33:24SBE LLC DBA CEDAR COVE WEALTH PARTNERS $190.57M
8472026-04-21 11:29:12JM ARBOUR LLC $104.17M
8482026-04-21 11:28:16KEYSTONE FINANCIAL SERVICES LLC $148.67M
8492026-04-21 11:27:05ARGO WEALTH ADVISORY LLC $170.39M
8502026-04-21 11:25:27SHEPHERD STREET ADVISORS LLC $101.46M
8512026-04-21 11:24:48NORTHERN LIGHTS ADVISORS INC $147.61M
8522026-04-21 11:23:44STRATEGIC EQUITY MANAGEMENT $266.04M
8532026-04-21 11:23:17MAYPORT LLC $537.96M
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8642026-04-21 11:02:14FOUNDATION RESOURCE MANAGEMENT INC $888.52M
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8862026-04-21 09:37:43MOSELEY INVESTMENT MANAGEMENT INC $313.85M
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8882026-04-21 09:20:09OLD NATIONAL BANCORP IN $5.97B
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8962026-04-21 07:36:02WEALTHNAVI INC $11.54M
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9242026-04-20 18:10:33LK BENSON & COMPANY PC $302.50M
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9402026-04-20 17:27:41WATCHMAN GROUP INC $413.24M
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9582026-04-20 16:34:35WHITE PINE INVESTMENT CO $430.39K
9592026-04-20 16:34:0825 LLC $324.45M
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9662026-04-20 16:07:58ACTIAM N V $10.22B
9672026-04-20 16:07:25NORWAY SAVINGS BANK $210.94M
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9782026-04-20 15:31:04KFG WEALTH MANAGEMENT LLC $773.70M
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9882026-04-20 15:12:49JOEL ADAMS & ASSOCIATES INC $134.66M
9892026-04-20 15:09:43TRUST CO OF OKLAHOMA $343.26M
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9922026-04-20 14:59:38HILTON HEAD CAPITAL PARTNERS LLC $177.32M
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10032026-04-20 13:13:05MINICHMACGREGOR WEALTH MANAGEMENT LLC $566.71M
10042026-04-20 13:04:35VANDERBILT UNIVERSITY $526.47M
10052026-04-20 13:03:50DELPHI MANAGEMENT INC MA $83.57K
10062026-04-20 12:55:48PENOBSCOT WEALTH MANAGEMENT $338.39M
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10082026-04-20 12:46:10AEGIS WEALTH MANAGEMENT INC $127.26M
10092026-04-20 12:41:58CONTRAVISORY INVESTMENT MANAGEMENT INC $488.06M
10102026-04-20 12:36:25CLUNE & ASSOCIATES LTD $531.67M
10112026-04-20 12:36:10AUOUR INVESTMENTS LLC $317.93M
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10132026-04-20 12:30:37BALANCE WEALTH LLC $322.08M
10142026-04-20 12:27:23ICG ADVISORS LLC $25.60M
10152026-04-20 12:26:56DAVIDSON TRUST CO $231.97M
10162026-04-20 12:26:33CHRONOS WEALTH MANAGEMENT LLC $206.74M
10172026-04-20 12:23:07MEYER HANDELMAN CO $3.22B
10182026-04-20 12:21:45HAVEN CAPITAL GROUP INC $107.75M
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10242026-04-20 12:06:56MONEY MATTERS FINANCIAL GROUP INC $93.67M
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10282026-04-20 11:53:11STATE OF ALASKA DEPARTMENT OF REVENUE $9.25M
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10312026-04-20 11:41:34SAMSON ROCK CAPITAL LLP $84.30M
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10802026-04-20 09:14:40GILBERT CAPITAL GROUP INC $129.41M
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11092026-04-17 16:47:23FIRST NATIONAL BANK SIOUX FALLS $365.53M
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11112026-04-17 16:34:47WORTH ASSET MANAGEMENT LLC $268.23M
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11192026-04-17 16:09:26BUFFALO BUSINESS & ESTATE SERVICES LTD $689.04M
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11212026-04-17 16:07:35FORBES FINANCIAL PLANNING INC $173.09M
11222026-04-17 16:06:44SHERBORNE INVESTORS MANAGEMENT LP $240.90M
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11242026-04-17 15:55:54INVESTMENT ADVISORY SERVICES INC TX ADV $314.48M
11252026-04-17 15:35:30CAPITAL WEALTH MANAGEMENT LLC $369.61M
11262026-04-17 15:33:59WEALTHBRIDGE CAPITAL MANAGEMENT LLC $434.15M
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11302026-04-17 15:25:52GIBSON CAPITAL LLC $537.25M
11312026-04-17 15:24:17WEBSTER BANK N A $1.06B
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14022026-04-16 09:01:35LEXINGTON HILL PARTNERS LLC $176.59M
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14152026-04-16 06:00:15TB ALTERNATIVE ASSETS LTD $481.08M
14162026-04-15 20:50:03CAPITAL INVESTMENT ADVISORS LLC $6.24B
14172026-04-15 20:36:18FRANCHISE GP LTD $271.94M
14182026-04-15 18:27:58QTR FAMILY WEALTH LLC $240.09M
14192026-04-15 18:11:17HOWARD CAPITAL MANAGEMENT GROUP LLC $1.51B
14202026-04-15 18:05:27OCCIDENTAL ASSET MANAGEMENT LLC $844.12M
14212026-04-15 17:59:31BDFS CAPITAL LLC $207.80M
14222026-04-15 17:53:50FMB WEALTH MANAGEMENT $241.71M
14232026-04-15 17:47:06ELSER FINANCIAL PLANNING INC $2.06B
14242026-04-15 17:46:11MICHAEL BRADY & CO LLC $99.54M
14252026-04-15 17:44:54RIVERSEDGE ADVISORS LLC $617.74M
14262026-04-15 17:42:54MONUMENT CAPITAL MANAGEMENT $399.11M
14272026-04-15 17:42:01GRADIENT CAPITAL ADVISORS LLC $385.76M
14282026-04-15 17:40:28PW NOVA FINANCIAL SERVICES LLC $398.71M
14292026-04-15 17:38:59ROAN CAPITAL PARTNERS $108.24M
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14312026-04-15 17:31:35HARTFORD FINANCIAL MANAGEMENT INC $392.42M
14322026-04-15 17:13:25MIDWEST HERITAGE BANK FSB $311.66M
14332026-04-15 17:04:55CANNAE HOLDINGS INC (CNNE) $24.55M
14342026-04-15 17:03:17MARATHON STRATEGIC ADVISORS LLC $139.05M
14352026-04-15 16:50:22PULLEN INVESTMENT MANAGEMENT LLC $199.18M
14362026-04-15 16:45:31AVENTUS INVESTMENT ADVISORS INC $118.20M
14372026-04-15 16:43:09COHEN KLINGENSTEIN LLC $3.09B
14382026-04-15 16:42:05NATIONS FINANCIAL GROUP INC IA ADV $1.94B
14392026-04-15 16:37:36PHYSICIANS FINANCIAL SERVICES INC $365.25K
14402026-04-15 16:30:58BRADY MARTZ WEALTH SOLUTIONS LLC $586.88M
14412026-04-15 16:17:17WEATHERLY ASSET MANAGEMENT LP $1.24B
14422026-04-15 16:15:51ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $269.60K
14432026-04-15 16:15:13KRS CAPITAL MANAGEMENT LLC $163.11M
14442026-04-15 16:13:20WESPAC ADVISORS SOCAL LLC $470.23M
14452026-04-15 16:10:30ASPEN INVESTMENT MANAGEMENT INC $326.52K
14462026-04-15 16:08:04PEREGRINE INVESTMENT MANAGEMENT INC $127.20M
14472026-04-15 16:05:03CISCO SYSTEMS INC $317.10M
14482026-04-15 16:01:54RAINWATER CHARITABLE FOUNDATION $193.67M
14492026-04-15 16:00:14DAILY JOURNAL CORP $240.67M
14502026-04-15 15:58:48CITY HOLDING CO $799.76M
14512026-04-15 15:54:39RAUB BROCK CAPITAL MANAGEMENT LP $394.96M
14522026-04-15 15:54:16PERKINS COIE TRUST CO $520.09M
14532026-04-15 15:50:44PURUS WEALTH MANAGEMENT LLC $313.67M
14542026-04-15 15:43:36FNY INVESTMENT ADVISERS LLC $228.81K
14552026-04-15 15:42:12FINANCIAL MANAGEMENT PROFESSIONALS INC $891.58M
14562026-04-15 15:33:58MERIT FINANCIAL GROUP LLC $13.46B
14572026-04-15 15:26:33RIDGELINE WEALTH LLC $139.60M
14582026-04-15 15:25:25ERTS WEALTH ADVISORS LLC $314.46M
14592026-04-15 15:25:14LIGHTHOUSE FINANCIAL SERVICES INC ADV $443.39M
14602026-04-15 15:24:25ARCHFORD CAPITAL STRATEGIES LLC $873.43M
14612026-04-15 15:21:21INDEPENDENCE FINANCIAL ADVISORS LLC $333.19M
14622026-04-15 15:19:27WORM CAPITAL LLC $130.57M
14632026-04-15 15:18:09REGATTA CAPITAL GROUP LLC $660.77M
14642026-04-15 15:11:32RETIREMENT INVESTMENT ADVISORS INC $1.24B
14652026-04-15 15:10:41HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $316.51M
14662026-04-15 15:06:45CURBSTONE FINANCIAL MANAGEMENT CORP $522.64M
14672026-04-15 15:04:12REMPART ASSET MANAGEMENT INC $475.50M
14682026-04-15 15:01:16MYRIAD ASSET MANAGEMENT US LP $66.68M
14692026-04-15 14:59:32MARRICK WEALTH LLC $118.92M
14702026-04-15 14:58:42ASIO CAPITAL LLC $712.14M
14712026-04-15 14:55:38AMI INVESTMENT MANAGEMENT INC $444.71M
14722026-04-15 14:52:54FJELL CAPITAL LLC $130.04M
14732026-04-15 14:51:09HENGEHOLD CAPITAL MANAGEMENT LLC $1.14B
14742026-04-15 14:50:24YORK GP LTD $127.69M
14752026-04-15 14:49:14OAK ASSET MANAGEMENT LLC $290.44M
14762026-04-15 14:48:54TENZING FINANCIAL LLC $133.25M
14772026-04-15 14:48:23GUARDIAN FINANCIAL PARTNERS LLC $236.89M
14782026-04-15 14:47:25MAINSAIL FINANCIAL GROUP LLC $240.02M
14792026-04-15 14:46:42RETIREFUL LLC $70.98M
14802026-04-15 14:46:33BUTTONWOOD FINANCIAL GROUP LLC $162.54M
14812026-04-15 14:45:03SIGHTLINE WEALTH ADVISORS LLC $236.33M
14822026-04-15 14:44:51CYPRESS WEALTH SERVICES LLC $708.34M
14832026-04-15 14:41:49WEBSTERROGERS FINANCIAL ADVISORS LLC $349.52M
14842026-04-15 14:32:49ARS WEALTH ADVISORS GROUP LLC $1.18B
14852026-04-15 14:32:41CURRAN FINANCIAL PARTNERS LLC $558.58M
14862026-04-15 14:27:16ATWOOD PALMER INC $1.77B
14872026-04-15 14:26:14FLUENT FINANCIAL LLC $273.29M
14882026-04-15 14:25:32ARLINGTON FINANCIAL ADVISORS LLC $701.94M
14892026-04-15 14:24:50FFG RETIREMENT ADVISORS LLC $171.76M
14902026-04-15 14:24:21NEPSIS CAPITAL MANAGEMENT INC $298.58M
14912026-04-15 14:23:31MCALVANY WEALTH MANAGEMENT LLC $148.64M
14922026-04-15 14:22:34STANICH GROUP LLC $131.19M
14932026-04-15 14:22:27ANDREWS LUCIA WEALTH MANAGEMENT LLC $167.31M
14942026-04-15 14:21:14BIRCH CAPITAL MANAGEMENT LLC $190.84M
14952026-04-15 14:20:43DILIGENT INVESTORS LLC $403.70M
14962026-04-15 14:19:46ACCESS FINANCIAL SERVICES INC $282.09M
14972026-04-15 14:19:07JOURNEY STRATEGIC WEALTH LLC $4.03B
14982026-04-15 14:17:44ALPHASTAR CAPITAL MANAGEMENT LLC $1.35B
14992026-04-15 14:17:38UNCOMMON CENTS INVESTING LLC $431.00M
15002026-04-15 14:16:20MASSACHUSETTS WEALTH MANAGEMENT $230.75M
15012026-04-15 14:09:12ADDENDA CAPITAL INC $3.55B
15022026-04-15 14:08:13VERUM PARTNERS LLC $526.50M
15032026-04-15 14:04:39VERITY VERITY LLC $1.34B
15042026-04-15 14:03:50RJA ASSET MANAGEMENT LLC $271.80M
15052026-04-15 14:03:49HARTFORD INVESTMENT MANAGEMENT CO $3.16B
15062026-04-15 14:02:54PEDDOCK CAPITAL ADVISORS LLC $453.46M
15072026-04-15 14:02:04REDHAWK WEALTH ADVISORS INC $905.79M
15082026-04-15 13:58:47SNIDER FINANCIAL GROUP $331.41M
15092026-04-15 13:54:59HOME FEDERAL BANK OF TENNESSEE $399.86M
15102026-04-15 13:52:12NORTHBRIDGE FINANCIAL GROUP LLC $232.39M
15112026-04-15 13:49:00BADGLEY PHELPS WEALTH MANAGERS LLC $5.02B
15122026-04-15 13:46:22APEX WEALTH MANAGEMENT LLC $145.75M
15132026-04-15 13:46:15SLOCUM GORDON & CO LLP $146.96M
15142026-04-15 13:42:05BRAUN BOSTICH ASSOCIATES INC $159.63M
15152026-04-15 13:37:07ADAMSBROWN WEALTH CONSULTANTS LLC $378.34M
15162026-04-15 13:36:47SIGNATURE ESTATE INVESTMENT ADVISORS LLC $4.94B
15172026-04-15 13:36:15RENAISSANCE INVESTMENT GROUP LLC $465.46M
15182026-04-15 13:27:46PEOPLES BANK KS $99.38M
15192026-04-15 13:18:47NORTHAVENUE LLC $125.80M
15202026-04-15 13:10:28DAVENPORT CO LLC $18.39B
15212026-04-15 13:01:57POLUNIN CAPITAL PARTNERS LTD $385.38K
15222026-04-15 12:57:51THIRD VIEW PRIVATE WEALTH LLC $730.32M
15232026-04-15 12:53:33TRUST POINT INC $1.15B
15242026-04-15 12:48:10REGISTER FINANCIAL ADVISORS LLC $270.53M
15252026-04-15 12:39:35PARAGON CAPITAL MANAGEMENT LTD $476.00M
15262026-04-15 12:36:26WEALTH INTELLIGENCE LLC $207.95M
15272026-04-15 12:36:0221 WEST WEALTH MANAGEMENT LLC $107.65M
15282026-04-15 12:29:29FIFTH THIRD SECURITIES INC $1.55B
15292026-04-15 12:22:45DIXON FNANCIAL SERVICES INC $222.73M
15302026-04-15 12:11:28HORIZON FINANCIAL SERVICES LLC $226.25M
15312026-04-15 12:05:39ALBERT D MASON INC $154.48M
15322026-04-15 12:04:23CLIENT 1ST ADVISORY GROUP LLC $329.18M
15332026-04-15 12:00:58TRELLIS WEALTH ADVISORS LLC $262.77M
15342026-04-15 11:49:10MOGY JOEL R INVESTMENT COUNSEL INC $1.60B
15352026-04-15 11:48:04FAMILY LEGACY FINANCIAL SOLUTIONS LLC $123.72M
15362026-04-15 11:46:25DECISIONMAP WEALTH MANAGEMENT LLC $154.54M
15372026-04-15 11:44:38ALHAMBRA INVESTMENT PARTNERS LLC $216.55M
15382026-04-15 11:41:09SARVER VROOMAN WEALTH ADVISORS $162.35M
15392026-04-15 11:40:34SOWA FINANCIAL GROUP INC $201.81M
15402026-04-15 11:37:04TRUST CO OF TOLEDO NA OH $1.05B
15412026-04-15 11:36:42SAGE CAPITAL MANAGEMENT LLC $212.84M
15422026-04-15 11:33:56HILLTOP WEALTH ADVISORS LLC $166.89M
15432026-04-15 11:32:47SPIRIT OF AMERICA MANAGEMENT CORP NY $506.60M
15442026-04-15 11:30:32VALLEY NATIONAL ADVISERS INC $772.84K
15452026-04-15 11:26:36FOUNDERS GROVE WEALTH PARTNERS LLC $439.93M
15462026-04-15 11:25:53OPTIVISE ADVISORY SERVICES LLC $165.17M
15472026-04-15 11:23:25HATCH COVE CAPITAL LLC $262.08M
15482026-04-15 11:19:40CORUNDUM TRUST COMPANY INC $43.79M
15492026-04-15 11:17:42ELEVATUS WELATH MANAGEMENT $190.81M
15502026-04-15 11:16:35TEMA ETFS LLC $1.49B
15512026-04-15 11:14:17BONNESS ENTERPRISES INC $273.18M
15522026-04-15 11:08:49WORMSER FRERES GESTION $138.53M
15532026-04-15 10:52:25PARSONS CAPITAL MANAGEMENT INC RI $2.19B
15542026-04-15 10:45:51DOUGLAS LANE ASSOCIATES LLC $6.93B
15552026-04-15 10:45:46NORDEN GROUP LLC $1.04B
15562026-04-15 10:43:57MURPHY MIDDLETON HINKLE PARKER INC $215.77M
15572026-04-15 10:30:21AI FINANCIAL SERVICES LLC $211.10M
15582026-04-15 10:27:25BELLEAIR ASSET MANAGEMENT LLC $109.69M
15592026-04-15 10:19:48CRANBROOK WEALTH MANAGEMENT LLC $491.59M
15602026-04-15 10:18:27LONGVIEW WEALTH MANAGEMENT $398.06M
15612026-04-15 10:11:46JP WEALTH MANAGEMENT INC $147.47M
15622026-04-15 09:59:52PROFESSIONAL ADVISORY SERVICES INC $724.43K
15632026-04-15 09:54:20CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC $2.25M
15642026-04-15 09:49:25IAMS WEALTH MANAGEMENT LLC $286.87M
15652026-04-15 09:45:59COVEA FINANCE $2.86B
15662026-04-15 09:44:30MILESTONE ASSET MANAGEMENT LLC $542.53M
15672026-04-15 09:39:01ELEVA CAPITAL SAS $343.41M
15682026-04-15 09:36:50RCW MANAGEMENT LLC $97.57M
15692026-04-15 09:35:26BRIGHT FUTURES WEALTH MANAGEMENT LLC $146.06M
15702026-04-15 09:30:50SHANKERVALLEAU WEALTH ADVISORS INC $354.82M
15712026-04-15 09:29:47STORDAHL CAPITAL MANAGEMENT INC $485.52M
15722026-04-15 09:29:44ACTIVEST WEALTH MANAGEMENT $569.19M
15732026-04-15 09:28:17ZULLO INVESTMENT GROUP INC $263.51M
15742026-04-15 09:27:46SL ADVISORS LLC $59.07M
15752026-04-15 09:27:39IOWA STATE BANK $543.44M
15762026-04-15 09:26:52AVANZA FONDER AB $3.61B
15772026-04-15 09:26:42TRIBRIDGE PARTNERS FINANCIAL LLC $241.66M
15782026-04-15 09:25:59WOLFF FINANCIAL MANAGEMENT LLC $452.53M
15792026-04-15 09:25:56STEINBERGANNA WEALTH MANAGEMENT $208.20M
15802026-04-15 09:24:45SINGLE POINT PARTNERS LLC $502.55M
15812026-04-15 09:24:08RADNOR CAPITAL MANAGEMENT LLC $675.76M
15822026-04-15 09:23:25MERIDIAN FINANCIAL PARTNERS LLC $263.12M
15832026-04-15 09:22:00JOHNSON & WHITE WEALTH MANAGEMENT LLC $236.35M
15842026-04-15 09:21:04CODE WAECHTER LLC $168.28M
15852026-04-15 09:19:43BRENDEL FINANCIAL ADVISORS LLC $202.10M
15862026-04-15 09:18:52BERNARDO WEALTH PLANNING LLC $510.84M
15872026-04-15 09:16:59CALIFORNIA CAPITAL ADVISORS INC $309.61M
15882026-04-15 09:15:24DLK INVESTMENT MANAGEMENT LLC $252.94M
15892026-04-15 09:14:05CYPRESS FINANCIAL PLANNING LLC $362.58M
15902026-04-15 09:12:21SCOTT CAPITAL ADVISORS LLC $493.19M
15912026-04-15 09:09:27APS MANAGEMENT GROUP INC $116.85M
15922026-04-15 09:08:17EATON FINANCIAL HOLDINGS COMPANY LLC $305.43M
15932026-04-15 09:07:43GENERALI INVESTMENTS CEE INVESTICNI SPOLECNOST AS $1.91B
15942026-04-15 09:07:09TARGETED FINANCIAL SERVICES LLC $121.91M
15952026-04-15 09:05:56DEDEKER FINANCIAL LLC $114.74M
15962026-04-15 09:04:31PARK CAPITAL MANAGEMENT LLC WI $102.69M
15972026-04-15 09:02:44STEADTRUST LLC $176.34M
15982026-04-15 09:00:42QVR LLC $2.49B
15992026-04-15 08:54:54ARCH GLOBAL ADVISORS LLC $191.64M
16002026-04-15 08:49:44QSM ASSET MANAGEMENT LTD $204.16M
16012026-04-15 08:48:53WEALTHCARE CAPITAL PARTNERS LLC $213.46M
16022026-04-15 08:45:54SILVERLAKE WEALTH MANAGEMENT LLC $479.29M
16032026-04-15 08:41:44COMPAGNIE LOMBARD ODIER SCA $8.13B
16042026-04-15 08:41:10SEACREST WEALTH MANAGEMENT LLC $935.01M
16052026-04-15 08:35:24WEALTHCARE CAPITAL MANAGEMENT LLC $999.95M
16062026-04-15 08:35:10CACTI ASSET MANAGEMENT LLC $1.65B
16072026-04-15 08:23:29SIVIK GLOBAL HEALTHCARE LLC $131.69K
16082026-04-15 07:57:27GF FUND MANAGEMENT CO LTD $5.98B
16092026-04-15 07:55:25BLUE SQUARE ASSET MANAGEMENT LLC $210.60M
16102026-04-15 07:23:32PLANNING DIRECTIONS INC $197.60M
16112026-04-15 07:21:59WEIL COMPANY INC $445.35M
16122026-04-15 06:59:15RS CRUM INC $516.94M
16132026-04-15 06:26:14BAYFOREST CAPITAL LTD $89.31M
16142026-04-14 21:56:47MOTIVE WEALTH ADVISORS $212.96M
16152026-04-14 21:45:08DEFINE FINANCIAL LLC $184.25M
16162026-04-14 21:39:02WRIGHT FUND MANAGMENT LLC $292.86M
16172026-04-14 21:04:27EXCHANGE TRADED CONCEPTS LLC $14.12B
16182026-04-14 20:57:43AVONDALE WEALTH MANAGEMENT $203.46M
16192026-04-14 20:45:36KOESTEN HIRSCHMANN & CRABTREE INC $205.25M
16202026-04-14 20:25:39HINGHAM INSTITUTION FOR SAVINGS $113.16M
16212026-04-14 19:52:54R H DINEL INVESTMENT COUNSEL INC $123.61M
16222026-04-14 18:58:39JUNCTURE WEALTH STRATEGIES LLC $299.19M
16232026-04-14 18:23:21TRADEWINDS CAPITAL MANAGEMENT LLC $503.55M
16242026-04-14 17:51:47CAPITAL INSIGHT PARTNERS LLC $0.00
16252026-04-14 17:51:14HEIRLOOM WEALTH MANAGEMENT $555.10M
16262026-04-14 17:45:28HIGHROAD WEALTH ADVISORS LLC $102.38M
16272026-04-14 17:42:41CAPITOL FAMILY OFFICE INC $84.69M
16282026-04-14 17:30:10SEVEN MILE ADVISORY $138.56M
16292026-04-14 17:27:12UDINE WEALTH MANAGEMENT INC $204.66M
16302026-04-14 17:25:55HUDSON VALUE PARTNERS LLC $335.09M
16312026-04-14 17:23:00WELL DONE LLC $680.78M
16322026-04-14 17:17:37WEALTHCARE ADVISORY PARTNERS LLC $5.14B
16332026-04-14 17:13:22SHRIER WEALTH MANAGEMENT LLC $273.60M
16342026-04-14 17:06:04PORTFOLIO RESOURCES ADVISOR GROUP INC $100.66M
16352026-04-14 16:49:37AUSTIN WEALTH MANAGEMENT LLC $440.38M
16362026-04-14 16:46:35BEACON INVESTMENT ADVISORY SERVICES INC $2.44B
16372026-04-14 16:44:03WEST BRANCH CAPITAL LLC $373.48M
16382026-04-14 16:40:11COVENANT ASSET MANAGEMENT LLC $664.21M
16392026-04-14 16:38:29CENTERLINE WEALTH ADVISORS LLC $278.00M
16402026-04-14 16:30:17WESTEND CAPITAL MANAGEMENT LLC $333.15M
16412026-04-14 16:24:09MURPHY POHLAD ASSET MANAGEMENT LLC $278.98M
16422026-04-14 16:23:41SPECTRUM INVESTMENT ADVISORS INC $201.26M
16432026-04-14 16:17:03PRECEDENT WEALTH PARTNERS LLC $499.60M
16442026-04-14 16:07:07NEW CAPITAL MANAGEMENT LP $422.05M
16452026-04-14 16:05:41KOZAK AND ASSOCIATES INC $512.85M
16462026-04-14 16:00:00WEALTH GROUP LTD $107.20K
16472026-04-14 15:59:16M KRAUS CO $342.86M
16482026-04-14 15:57:46CONGRESS PARK CAPITAL LLC $325.71M
16492026-04-14 15:55:06JOULE FINANCIAL LLC $343.32M
16502026-04-14 15:52:36DAVIDSON CAPITAL MANAGEMENT INC $551.91M
16512026-04-14 15:44:56BALDWIN BROTHERS INC MA $1.38B
16522026-04-14 15:44:54HMV WEALTH ADVISORS LLC $212.87M
16532026-04-14 15:43:42BSW WEALTH PARTNERS $819.44M
16542026-04-14 15:32:33USA FINANCIAL PORTFORMULAS CORP $530.50M
16552026-04-14 15:29:13TWELVE POINTS WEALTH MANAGEMENT LLC $454.62M
16562026-04-14 15:28:11PROSPERA FINANCIAL SERVICES $6.21B
16572026-04-14 15:21:22OPAL WEALTH ADVISORS LLC $442.39M
16582026-04-14 15:14:10SNOW PHIPPS GROUP LLC $317.60M
16592026-04-14 15:04:47HOWLAND CAPITAL MANAGEMENT LLC $2.53B
16602026-04-14 15:00:19MEADOWBROOK WEALTH MANAGEMENT LLC $75.47M
16612026-04-14 15:00:05STERLING INVESTMENT ADVISORS LLC ADV $208.42M
16622026-04-14 14:58:55THURSTON SPRINGER MILLER HERD & TITAK INC $3.01B
16632026-04-14 14:58:29CONGRESS ASSET MANAGEMENT CO MA $13.95B
16642026-04-14 14:54:58SEARCY FINANCIAL SERVICES INC ADV $269.64M
16652026-04-14 14:47:59SNS FINANCIAL GROUP LLC $1.16B
16662026-04-14 14:47:13SANCHEZ GAUNT CAPITAL MANAGEMENT LLC $160.17M
16672026-04-14 14:43:29FLOWER CITY CAPITAL $199.35M
16682026-04-14 14:41:22HAMLIN CAPITAL MANAGEMENT LLC $4.14B
16692026-04-14 14:33:37SPENCE ASSET MANAGEMENT $416.44K
16702026-04-14 14:16:41VESTIA PERSONAL WEALTH ADVISORS $212.80M
16712026-04-14 14:05:29MOISAND FITZGERALD TAMAYO LLC $930.58M
16722026-04-14 13:55:34JEPPSON WEALTH MANAGEMENT LLC $319.00M
16732026-04-14 13:47:30MADRONA FINANCIAL SERVICES LLC $456.90M
16742026-04-14 13:46:16CORNERSTONE NATIONAL BANK & TRUST CO $271.42M
16752026-04-14 13:43:06QUANTUM FINANCIAL PLANNING SERVICES INC $278.39M
16762026-04-14 13:34:41BAY HARBOR WEALTH MANAGEMENT LLC $385.71M
16772026-04-14 13:17:27INVENIO WEALTH PARTNERS LLC $251.87M
16782026-04-14 13:12:35ZRC WEALTH MANAGEMENT LLC $279.13M
16792026-04-14 12:58:11LIFEPLAN FINANCIAL LLC $135.32M
16802026-04-14 12:57:02PEAK WEALTH MANAGEMENT LLC $121.87M
16812026-04-14 12:51:33RD LEWIS HOLDINGS INC $115.46M
16822026-04-14 12:50:12ACT WEALTH MANAGEMENT LLC $297.83M
16832026-04-14 12:47:46AMERICAN STATE BANK (IOWA) $208.20M
16842026-04-14 12:26:20RH INVESTMENT GROUP LLC $129.66M
16852026-04-14 12:20:53NBC SECURITIES INC $1.33B
16862026-04-14 12:19:45XY PLANNING NETWORK INC $626.03M
16872026-04-14 12:14:15PLANCORP LLC $3.52B
16882026-04-14 12:03:53LIFEGOAL WEALTH ADVISORS $174.75M
16892026-04-14 11:57:29ARNOLD FINANCIAL PLANNING LLC $107.03M
16902026-04-14 11:53:57HIGHLANDER PARTNERS L P $255.53M
16912026-04-14 11:49:41GIBSON WEALTH ADVISORS LLC $149.20M
16922026-04-14 11:49:15NIPPON LIFE INSURANCE CO $5.11M
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17512026-04-14 08:15:57BUILDER INVESTMENT GROUP INC ADV $460.94M
17522026-04-14 08:14:05NEUMANN ADVISORY HONG KONG LTD $317.46K
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17612026-04-13 21:52:49VALUE INVESTMENT PROFESSIONALS LLC $88.75M
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17682026-04-13 17:49:27COLORADO CAPITAL MANAGEMENT INC $268.22K
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17712026-04-13 17:09:35TRUST CO $1.07B
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17812026-04-13 16:31:53WHALEN WEALTH MANAGEMENT INC $186.66M
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17852026-04-13 16:05:10CONRAD SIEGEL INVESTMENT ADVISORS INC $554.05M
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17882026-04-13 15:46:44BKA WEALTH CONSULTING INC $132.03M
17892026-04-13 15:44:12RYDAR EQUITIES INC $129.16M
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17972026-04-13 15:31:43ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC $695.30M
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18072026-04-13 15:14:25SALEM INVESTMENT COUNSELORS INC $2.76B
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18172026-04-13 14:32:14CLARK & STUART INC $148.40M
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18192026-04-13 14:22:46PERENNIAL ADVISORS LLC $587.25M
18202026-04-13 14:21:43WOLFF WIESE MAGANA LLC $181.23M
18212026-04-13 14:05:04MASSMUTUAL TRUST CO FSB ADV $3.67B
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18292026-04-13 13:32:23COMMUNITY TRUST INVESTMENT CO $1.84B
18302026-04-13 13:21:53FIRST HAWAIIAN BANK $715.03M
18312026-04-13 13:11:43IRONWOOD WEALTH MANAGEMENT INC $223.17M
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18342026-04-13 12:42:19NEWMAN DIGNAN SHEERAR INC $475.05M
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18362026-04-13 12:36:03JOHN W BROOKER AND CO CPAS $63.46M
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18382026-04-13 12:29:21ADVOCATE GROUP LLC $639.36M
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18412026-04-13 12:18:26MIDWAY CAPITAL RESEARCH & MANAGEMENT $106.06M
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18452026-04-13 12:06:29NVEST WEALTH STRATEGIES INC $142.86M
18462026-04-13 12:03:18LAUER WEALTH LLC $125.54M
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18482026-04-13 12:00:59DEFENDER CAPITAL LLC $281.92M
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18512026-04-13 11:56:40AYRSHIRE CAPITAL MANAGEMENT LLC $193.30M
18522026-04-13 11:54:44ENCLAVE ADVISORS LLC $729.45M
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18582026-04-13 11:43:32LEIBMAN FINANCIAL SERVICES INC $136.19M
18592026-04-13 11:41:53SHERMAN WEALTH MANAGEMENT LLC $116.41M
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18612026-04-13 11:38:33WAYCROSS INVESTMENT MANAGEMENT CO $104.72M
18622026-04-13 11:36:43MITCHELL SINKLER STARR PA $216.62M
18632026-04-13 11:31:57ARTEMIS INVESTMENT MANAGEMENT LLP $9.43B
18642026-04-13 11:31:22ST GERMAIN D J CO INC $2.53B
18652026-04-13 11:27:01STOLPER CO $352.50K
18662026-04-13 11:24:28LORING WOLCOTT COOLIDGE FIDUCIARY ADVISORS LLP MA $9.98B
18672026-04-13 11:19:13UPTOWN FINANCIAL ADVISORS LLC $125.89M
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18692026-04-13 11:10:30BANK OF NEW HAMPSHIRE $437.23M
18702026-04-13 11:05:18GLOBAL X JAPAN CO LTD $1.95B
18712026-04-13 10:48:38TRUE WEALTH DESIGN LLC $360.43M
18722026-04-13 10:46:47BAY RIVERS GROUP $240.05M
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18812026-04-13 10:04:16BENSON INVESTMENT MANAGEMENT COMPANY INC $11.26M
18822026-04-13 09:58:12WINTHROP ADVISORY GROUP LLC $1.22B
18832026-04-13 09:55:57GARRETT INVESTMENT ADVISORS LLC $1.27B
18842026-04-13 09:54:52SJBENEN ADVISORY LLC $119.82M
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18862026-04-13 09:48:39SUCCESSFUL PORTFOLIOS LLC $181.42M
18872026-04-13 09:47:44SARASIN PARTNERS LLP $8.20B
18882026-04-13 09:46:20ADVICEONE ADVISORY SERVICES LLC $165.24M
18892026-04-13 09:46:04RESTON WEALTH MANAGEMENT LLC $326.44M
18902026-04-13 09:44:49BREACHWAY INVESTMENTS LLC $104.18M
18912026-04-13 09:43:54ONE ADVISORY PARTNERS LLC $324.44M
18922026-04-13 09:43:19AFFINITY CAPITAL ADVISORS LLC $713.15M
18932026-04-13 09:41:30CHESLEY TAFT ASSOCIATES LLC IL $2.39B
18942026-04-13 09:35:32LEXAURUM ADVISORS LLC $771.15M
18952026-04-13 09:24:32ARWA LLC $201.83M
18962026-04-13 09:23:14CMH WEALTH MANAGEMENT LLC $582.54M
18972026-04-13 09:14:29PHYSICIAN WEALTH SOLUTIONS INC $241.56M
18982026-04-13 09:12:53BOUCHEY FINANCIAL GROUP LTD $1.36B
18992026-04-13 08:58:13GLP HOLDINGS LLLP $97.69M
19002026-04-13 08:36:55HUDSON CAPITAL MANAGEMENT LLC $386.95M
19012026-04-13 07:55:57AUGUSTINE ASSET MANAGEMENT INC $444.12M
19022026-04-13 07:42:34PKO BP BANKOWY UNIVERSAL PENSION SOCIETY JSC $213.89M
19032026-04-13 07:37:11CZECH NATIONAL BANK $15.22B
19042026-04-13 07:21:03AYALON HOLDINGS LTD $489.57K
19052026-04-13 06:12:06E FUND MANAGEMENT CO LTD $3.37B
19062026-04-13 06:02:19STEPHENS GROUP LLC $171.51M
19072026-04-10 18:11:07FORM WEALTH ADVISORS LLC $853.59M
19082026-04-10 18:10:14FINANCIAL PARTNERS GROUP INC $835.91M
19092026-04-10 18:09:20OMNI 360 WEALTH INC $193.82M
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19112026-04-10 18:08:22VOISARD ASSET MANAGEMENT GROUP INC $468.77M
19122026-04-10 18:07:11SOUND STEWARDSHIP LLC $218.27M
19132026-04-10 18:06:16CERRO PACIFIC WEALTH ADVISORS LLC $381.22M
19142026-04-10 18:05:20REVOLVE WEALTH PARTNERS LLC $769.86M
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19162026-04-10 18:04:25NOVEM GROUP $873.13M
19172026-04-10 18:02:47FINANCIAL ADVISORY CORP $719.77M
19182026-04-10 18:02:02RTD FINANCIAL ADVISORS INC $813.72M
19192026-04-10 17:56:08MARSHALL FINANCIAL GROUP LLC $624.56M
19202026-04-10 17:53:56STERLING MANOR FINANCIAL LLC $159.89M
19212026-04-10 17:53:02CENTURION WEALTH MANAGEMENT LLC $443.84M
19222026-04-10 17:51:52CLIENT FIRST INVESTMENT MANAGEMENT LLC $192.37M
19232026-04-10 17:50:53CONNECTICUT CAPITAL MANAGEMENT GROUP LLC $105.85M
19242026-04-10 17:49:25ASSUREDPARTNERS INVESTMENT ADVISORS LLC $919.18M
19252026-04-10 17:48:16BURR FINANCIAL SERVICES LLC $125.84M
19262026-04-10 17:43:58PARTNERRE ASSET MANAGEMENT CORP $138.02M
19272026-04-10 17:43:28YHB INVESTMENT ADVISORS INC $1.39B
19282026-04-10 17:38:00MCGRATH & ASSOCIATES INC $67.96M
19292026-04-10 17:36:28CAPITAL ADVANTAGE INC $764.98M
19302026-04-10 17:35:48LWM ADVISORS INC $115.27M
19312026-04-10 17:34:29OAK ROOT LLC $820.05M
19322026-04-10 17:33:32INTEGRIS WEALTH MANAGEMENT LLC $435.09M
19332026-04-10 17:32:28INTEGRATED FINANCIAL SOLUTIONS INC $144.06M
19342026-04-10 17:31:16HIGH PROBABILITY ADVISORS LLC $781.39M
19352026-04-10 17:29:57FINIVI INC $183.11M
19362026-04-10 17:25:17CARDEROCK CAPITAL MANAGEMENT INC $404.81M
19372026-04-10 17:11:24EBERT CAPITAL MANAGEMENT INC $97.91M
19382026-04-10 17:09:51BOYER FINANCIAL SERVICES INC $94.32M
19392026-04-10 17:08:25WINEBRENNER CAPITAL MANAGEMENT LLC $155.72M
19402026-04-10 16:54:43TCP ASSET MANAGEMENT LLC $778.01M
19412026-04-10 16:53:29LIFESTYLE ASSET MANAGEMENT INC $306.17M
19422026-04-10 16:52:25GREEN RIDGE WEALTH PLANNING LLC $190.02M
19432026-04-10 16:45:11BRIAUD FINANCIAL PLANNING INC $381.38M
19442026-04-10 16:39:22AFFINITY WEALTH MANAGEMENT $660.63M
19452026-04-10 16:35:50AUTO OWNERS INSURANCE CO $4.78B
19462026-04-10 16:34:09SAGE INVESTMENT ADVISERS LLC $135.04M
19472026-04-10 16:26:09COREPATH WEALTH PARTNERS LLC $148.29M
19482026-04-10 16:25:22BOSTONPREMIER WEALTH LLC $193.53M
19492026-04-10 16:23:02MAGNUS FINANCIAL GROUP LLC $1.23B
19502026-04-10 16:21:41GREAT OAK CAPITAL PARTNERS LLC $429.82M
19512026-04-10 16:20:09IMPACT CAPITAL PARTNERS LLC $330.60M
19522026-04-10 16:18:03IAM ADVISORY LLC $446.32M
19532026-04-10 16:13:07TOUNJIAN ADVISORY PARTNERS LLC $276.89M
19542026-04-10 16:11:02MELFA WEALTH MANAGEMENT LLC $174.15M
19552026-04-10 16:07:34INTELLECTUS PARTNERS LLC $489.88M
19562026-04-10 16:04:49JACOBSON SCHMITT ADVISORS LLC $551.35M
19572026-04-10 16:01:57NAVITER WEALTH LLC $800.61M
19582026-04-10 15:58:24OCTAVIA WEALTH ADVISORS LLC $1.05B
19592026-04-10 15:48:55OXINAS PARTNERS WEALTH MANAGEMENT LLC $218.85M
19602026-04-10 15:46:07PERFROMANCE WEALTH PARTNERS LLC $3.45B
19612026-04-10 15:42:57PERIGON WEALTH MANAGEMENT LLC $5.51B
19622026-04-10 15:39:39SAR WEALTH MANAGEMENT GROUP LLC $183.92M
19632026-04-10 15:30:11STILLWATER CAPITAL ADVISORS LLC $876.09M
19642026-04-10 15:29:04SUMMIT FINANCIAL CONSULTING LLC $139.70M
19652026-04-10 15:24:21DAYTONA STREET CAPITAL LLC $129.72M
19662026-04-10 15:16:00KOPION ASSET MANAGEMENT LLC $128.51M
19672026-04-10 15:03:25SALVUS WEALTH MANAGEMENT LLC $171.97M
19682026-04-10 15:02:35ATALA FINANCIAL INC $148.94M
19692026-04-10 15:01:14BOUVEL INVESTMENT PARTNERS LLC $344.64M
19702026-04-10 14:57:50SUNFLOWER BANK N A $392.38M
19712026-04-10 14:57:17HARBOR GROUP INC $692.45M
19722026-04-10 14:50:13FIELD MAIN BANK $343.72M
19732026-04-10 14:49:48SHELTER ROCK MANAGEMENT LLC $94.30M
19742026-04-10 14:46:43DKM WEALTH MANAGEMENT INC $138.71M
19752026-04-10 14:45:28COOKE WEALTH MANAGEMENT LLC $112.85M
19762026-04-10 14:44:57PUTNEY FINANCIAL GROUP LLC $99.27M
19772026-04-10 14:44:34SMH CAPITAL ADVISORS INC $32.95M
19782026-04-10 14:33:14REDE WEALTH LLC $278.03M
19792026-04-10 14:20:15HT PARTNERS LLC $330.22M
19802026-04-10 14:14:13PURE FINANCIAL ADVISORS INC $6.97B
19812026-04-10 14:12:28FINWARD BANCORP $125.10M
19822026-04-10 14:02:11BOSTON RESEARCH MANAGEMENT INC $420.99K
19832026-04-10 13:35:19AQUIRE WEALTH ADVISORS LLC $380.55M
19842026-04-10 13:34:26IPSWICH INVESTMENT MANAGEMENT CO INC $425.88M
19852026-04-10 13:31:06PROSPERITY PLANNING INC $394.65M
19862026-04-10 13:30:15CHARLES SCHWAB TRUST CO $1.54B
19872026-04-10 13:28:22WALDRON LP $2.56B
19882026-04-10 13:27:02BRUCKE FINANCIAL INC $197.14M
19892026-04-10 13:15:22LAKE HILLS WEALTH MANAGEMENT LLC $178.81M
19902026-04-10 13:06:27FIRST BANK TRUST $620.80M
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19922026-04-10 12:43:10HENRY JAMES INTERNATIONAL MANAGEMENT INC $276.95M
19932026-04-10 12:31:00BENIN MANAGEMENT CORP $444.81M
19942026-04-10 12:28:09QUADRATIC CAPITAL MANAGEMENT LLC $383.25M
19952026-04-10 12:23:47BALLEW ADVISORS INC $177.36M
19962026-04-10 12:06:53VIKING FUND MANAGEMENT LLC $975.56M
19972026-04-10 11:26:23PISCATAQUA SAVINGS BANK $142.32M
19982026-04-10 11:24:37CASSILLY FINANCIAL GROUP LLC $115.24M
19992026-04-10 11:22:31LINDEN THOMAS ADVISORY SERVICES LLC $1.04B
20002026-04-10 11:12:55FRANKLIN STREET ADVISORS INC NC $1.63B
20012026-04-10 11:09:31LEVEL FINANCIAL ADVISORS INC $392.08M
20022026-04-10 10:58:37NORTHSIDE CAPITAL MANAGEMENT LLC $1.14B
20032026-04-10 10:54:35SYQUANT CAPITAL SAS $640.32K
20042026-04-10 10:50:36CLARIS ADVISORS LLC MO $334.14M
20052026-04-10 10:47:53INSIGHT WEALTH STRATEGIES LLC $895.70M
20062026-04-10 10:45:30M & L CAPITAL MANAGEMENT LTD $406.67M
20072026-04-10 10:38:29QUAKER WEALTH MANAGEMENT LLC $320.17M
20082026-04-10 10:36:28HARPSWELL CAPITAL ADVISORS LLC $134.30M
20092026-04-10 10:27:55SULZBERGER CAPITAL ADVISORS INC $97.99M
20102026-04-10 10:21:21GEM ASSET MANAGEMENT LLC $226.63M
20112026-04-10 10:10:38PFW ADVISORS LLC $317.93M
20122026-04-10 10:09:22GRANITE FO LLC $169.01M
20132026-04-10 09:49:15LEGACY WEALTH MANAGEMENT LLC MS $350.85M
20142026-04-10 09:43:55WEALTH GROUP LTD $439.06M
20152026-04-10 09:37:50PRIVATE WEALTH GROUP LLC $214.45M
20162026-04-10 09:29:16KESSLER INVESTMENT GROUP LLC $211.30M
20172026-04-10 09:28:25WINDSOR CAPITAL MANAGEMENT LLC $354.84M
20182026-04-10 09:11:53ABOUND WEALTH MANAGEMENT $440.10M
20192026-04-10 09:10:12BDF GESTION $748.56M
20202026-04-10 08:59:17ARMSTRONG ADVISORY GROUP INC $1.49B
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20232026-04-10 08:23:02BAKER TILLY FINANCIAL LLC $411.21M
20242026-04-10 07:52:47MCCOLLUM CHRISTOFERSON GROUP LLC $332.77M
20252026-04-10 07:45:51ALM FIRST FINANCIAL ADVISORS LLC $557.45M
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20302026-04-09 17:15:26STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC $127.63M
20312026-04-09 17:14:41EPIQ PARTNERS LLC $214.05M
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20392026-04-09 16:33:50BOIT C F DAVID $225.31M
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20452026-04-09 15:31:38PACIFICA PARTNERS INC $301.20M
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20552026-04-09 14:37:51KWMG LLC $1.20B
20562026-04-09 14:33:44NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $3.53B
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20822026-04-09 11:51:10TADDEI LUDWIG AND ASSOCIATES INC $522.95M
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20872026-04-09 11:46:16YANNI & ASSOCIATES INVESTMENT ADVISORS LLC $96.46M
20882026-04-09 11:45:11TEAMWORK FINANCIAL ADVISORS LLC $946.31M
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20922026-04-09 11:38:37SILVIA MCCOLL WEALTH MANAGEMENT LLC $151.86M
20932026-04-09 11:36:02MFG WEALTH MANAGEMENT INC $120.59M
20942026-04-09 11:35:43FREESTATE ADVISORS LLC $125.06M
20952026-04-09 11:34:31VISTA INVESTMENT PARTNERS LLC $378.09M
20962026-04-09 11:32:28EVERHART FINANCIAL GROUP INC $1.17B
20972026-04-09 11:30:12WEALTH ALLIANCE ADVISORY GROUP LLC $631.59M
20982026-04-09 11:28:15KELLY FINANCIAL GROUP LLC $397.65M
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21012026-04-09 11:24:23ADIRONDACK CAPITAL ADVISORS LLC $155.68M
21022026-04-09 11:23:15AVENUE 1 ADVISORS LLC $326.10M
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21042026-04-09 11:20:40LEVERTY FINANCIAL GROUP LLC $451.99M
21052026-04-09 11:19:24PETERSON WEALTH ADVISORS LLC $751.87M
21062026-04-09 11:18:30PACIFIC CAPITAL PARTNERS LTD $101.35M
21072026-04-09 11:17:53ALETHEIAN WEALTH ADVISORS LLC $205.16M
21082026-04-09 11:16:40WHITAKER MYERS WEALTH MANAGERS LTD $501.62M
21092026-04-09 11:15:31TRUEWEALTH ADVISORS LLC $397.55M
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21122026-04-09 11:10:15KEY CLIENT FIDUCIARY ADVISORS LLC $294.19M
21132026-04-09 11:09:52BEECH HILL ADVISORS INC $199.63M
21142026-04-09 11:06:25CORNERSTONE WEALTH ADVISORS INC $434.28M
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21162026-04-09 10:36:25TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH ALLIANZ POLSKA SA $56.17M
21172026-04-09 10:22:08OFS ENTERPRISE LLC $340.19M
21182026-04-09 10:17:41ACROPOLIS INVESTMENT MANAGEMENT LLC $2.26B
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21202026-04-09 10:14:11MCNAMARA FINANCIAL SERVICES INC $528.42M
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21232026-04-09 09:41:51CHEMISTRY WEALTH MANAGEMENT LLC $568.55M
21242026-04-09 09:35:00HERBST GROUP LLC $161.91M
21252026-04-09 09:31:58ASL FINANCIAL LLC $125.16M
21262026-04-09 09:30:52WINCAP FINANCIAL LLC $150.27M
21272026-04-09 09:25:49GENERALI INVESTMENTS MANAGEMENT CO LLC $429.90M
21282026-04-09 08:50:15TOMPKINS FINANCIAL CORP $1.26B
21292026-04-09 08:49:31OP ASSET MANAGEMENT LTD $9.41B
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21312026-04-09 08:30:18IFG ADVISORS LLC $610.60M
21322026-04-09 07:54:53RED SPRUCE CAPITAL LLC $243.56M
21332026-04-08 21:41:19LAKEHOUSE CAPITAL PTY LTD $148.25K
21342026-04-08 18:46:17WEALTH ADVISORS NORTHWEST LLC $238.43M
21352026-04-08 17:52:40LPWM LLC $396.34M
21362026-04-08 17:50:58CHOICE WEALTH ADVISORS LLC $254.79M
21372026-04-08 17:48:56WEALTHCARE INVESTMENT PARTNERS LLC $360.41M
21382026-04-08 17:45:33OLISTICO WEALTH LLC $202.98M
21392026-04-08 17:45:13SAFIR WEALTH ADVISORS LLC $138.26M
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21412026-04-08 17:40:54EHRLICH FINANCIAL GROUP $174.02M
21422026-04-08 17:39:04SELBY WEALTH MANAGEMENT LLC $253.87M
21432026-04-08 17:37:23EAGLE ROCK INVESTMENT COMPANY LLC $688.18M
21442026-04-08 17:35:23CONSTITUTION CAPITAL LLC $200.08M
21452026-04-08 17:33:41PTM WEALTH MANAGEMENT LLC $188.70M
21462026-04-08 17:29:04WARNER FINANCIAL INC $291.59M
21472026-04-08 17:27:35AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $171.05M
21482026-04-08 17:26:26WERLINICH ASSET MANAGEMENT LLC $206.17M
21492026-04-08 17:24:23GILLESPIE ROBINSON GRIMM INC $1.37B
21502026-04-08 17:22:13ERICKSON FINANCIAL GROUP LLC $159.58M
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21522026-04-08 17:20:40LYNCH ASSOCIATES IN $532.58M
21532026-04-08 17:20:29BRADY FAMILY WEALTH LLC $320.64M
21542026-04-08 17:20:12MIRACLE MILE ADVISORS LLC $7.29B
21552026-04-08 17:16:21DOVER ADVISORS LLC $241.73M
21562026-04-08 17:16:07MELONE PRIVATE WEALTH LLC $244.83M
21572026-04-08 17:13:59LAKERIDGE WEALTH MANAGEMENT LLC $232.59M
21582026-04-08 17:11:45NESTEGG ADVISORS INC $113.86M
21592026-04-08 17:07:54INFINITY WEALTH COUNSEL LLC $108.87M
21602026-04-08 17:07:23BIRCHBROOK INC $203.94M
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21622026-04-08 17:01:03WEALTH SCIENCE ADVISORS LLC $177.73M
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21652026-04-08 16:55:48HOLOS INTEGRATED WEALTH LLC $197.63M
21662026-04-08 16:55:27PARISI GRAY WEALTH MANAGEMENT $419.75M
21672026-04-08 16:52:15PRESIDIO CAPITAL MANAGEMENT LLC $344.35M
21682026-04-08 16:48:46ARLINGTON TRUST CO LLC $1.13B
21692026-04-08 16:45:29ICAPITAL WEALTH LLC $167.36M
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21712026-04-08 16:40:17DINUZZO PRIVATE WEALTH INC $928.12M
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21742026-04-08 16:31:55PINES WEALTH MANAGEMENT LLC $308.95M
21752026-04-08 16:31:50CARDINAL CAPITAL MANAGEMENT $775.63M
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21772026-04-08 16:25:20WLTH CAPITAL MANAGEMENT LLC $120.01M
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21852026-04-08 16:05:13BILL FEW ASSOCIATES INC $417.49M
21862026-04-08 16:01:44COMMUNITY FINANCIAL SERVICES GROUP LLC $568.20M
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21912026-04-08 15:44:03PROSPERA CAPITAL MANAGEMENT LLC $199.29M
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21942026-04-08 15:36:57CASTLE ROCK WEALTH MANAGEMENT LLC $461.90M
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21972026-04-08 15:28:59ACCEL WEALTH MANAGEMENT $383.36M
21982026-04-08 15:25:46SHARPER & GRANITE LLC $292.72M
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22012026-04-08 15:19:06SPINNAKER INVESTMENT GROUP LLC $490.95M
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22092026-04-08 15:07:43QUANTUM FINANCIAL ADVISORS LLC $891.38M
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22142026-04-08 14:56:48ARCHER INVESTMENT MANAGEMENT LLC $237.72M
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22232026-04-08 14:42:18MIRADOR CAPITAL PARTNERS LP $706.44M
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22282026-04-08 14:26:50SEED WEALTH MANAGEMENT INC $145.39M
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22302026-04-08 14:20:14EXCHANGE BANK $144.30M
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22322026-04-08 13:56:54GRAVES LIGHT PRIVATE WEALTH MANAGEMENT INC $961.06M
22332026-04-08 13:47:47ASEMPA WEALTH ADVISORS $114.81M
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22362026-04-08 13:37:13RDA FINANCIAL NETWORK $399.63M
22372026-04-08 13:36:16WEST FINANCIAL ADVISORS LLC $589.12M
22382026-04-08 13:35:49SYSTRADE AG $149.01M
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22412026-04-08 13:29:41GENERAL PARTNER INC $164.19M
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22432026-04-08 13:27:29GAINPLAN LLC $133.43M
22442026-04-08 13:24:43WOODSTOCK CORP $1.12B
22452026-04-08 13:22:36POST RESCH TALLON GROUP INC $123.72M
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22472026-04-08 13:17:33CLARUS WEALTH ADVISORS $234.55M
22482026-04-08 13:15:55SAX WEALTH ADVISORS LLC $2.06B
22492026-04-08 13:08:20OLIVER LUXXE ASSETS LLC $667.86M
22502026-04-08 12:56:37HERITAGE FAMILY OFFICES LLP $225.49M
22512026-04-08 12:47:33TRIMTABS ASSET MANAGEMENT LLC $444.32M
22522026-04-08 12:46:49THOMPSON INVESTMENT MANAGEMENT INC $773.48M
22532026-04-08 12:22:19DUDLEY SHANLEY LLC $611.24M
22542026-04-08 12:18:08LEONARD RICKEY INVESTMENT ADVISORS P L L C $577.87M
22552026-04-08 12:03:49CAMBRIDGE FINANCIAL GROUP LLC $295.45M
22562026-04-08 11:17:28ERVIN INVESTMENT MANAGEMENT LLC $170.76M
22572026-04-08 11:05:31WEALTH ENHANCEMENT TRUST SERVICES INC $826.48M
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22592026-04-08 11:03:46GLADWYN FINANCIAL ADVISORS INC $143.73M
22602026-04-08 10:53:22NORTHCREST ASSET MANANGEMENT LLC $3.21B
22612026-04-08 10:37:29STONEBRIDGE FINANCIAL GROUP LLC $1.22B
22622026-04-08 10:26:21WEALTH ENHANCEMENT ADVISORY SERVICES LLC $49.10B
22632026-04-08 10:19:19WHITCOMB & HESS INC $428.76M
22642026-04-08 10:16:45BEACON FINANCIAL STRATEGIES CORP $176.19M
22652026-04-08 09:55:15FIRST HEARTLAND CONSULTANTS INC $1.31B
22662026-04-08 09:32:49PARTNERSHIP WEALTH MANAGEMENT LLC $131.14M
22672026-04-08 09:30:22PBU THE PENSION FUND OF EARLY CHILDHOOD & YOUTH EDUCATORS $1.04B
22682026-04-08 09:01:34EASTOVER INVESTMENT ADVISORS LLC $233.40M
22692026-04-08 08:58:12SIGNIFICANT WEALTH PARTNERS LLC $81.18M
22702026-04-08 08:57:07AAFMAA WEALTH MANAGEMENT AND TRUST LLC $257.78M
22712026-04-08 08:43:22ORRSTOWN FINANCIAL SERVICES INC $597.48M
22722026-04-08 06:45:57AMANAH HOLDINGS TRUST $908.24M
22732026-04-08 06:07:31E FUND MANAGEMENT (HONG KONG) CO LTD $219.85M
22742026-04-07 21:10:57CHARIS LEGACY PARTNERS LLC $68.38M
22752026-04-07 21:02:39WISCONSIN WEALTH ADVISORS LLC $101.65M
22762026-04-07 20:49:15ROBERTS WEALTH ADVISORS LLC $393.91M
22772026-04-07 20:40:40EMERGENT WEALTH ADVISORS LLC $169.18M
22782026-04-07 20:19:18AUSBIL INVESTMENT MANAGEMENT LTD $201.00M
22792026-04-07 19:05:53LONGBOARD ASSET MANAGEMENT LP $5.79M
22802026-04-07 18:38:32BOLTWOOD CAPITAL MANAGEMENT $392.07M
22812026-04-07 18:25:21ABACUS PLANNING GROUP INC $742.89M
22822026-04-07 18:18:20MB LEVIS & ASSOCIATES LLC $239.68M
22832026-04-07 18:13:23PATHWAY FINANCIAL ADVISORS LLC $808.29M
22842026-04-07 17:44:15CENTRAL PACIFIC BANK TRUST DIVISION $783.64M
22852026-04-07 17:43:32MYECFO LLC $239.00M
22862026-04-07 17:29:31CALDER FINANCIAL LLC $100.73M
22872026-04-07 17:27:31SAGE CAPITAL ADVISORS LLC $431.17M
22882026-04-07 17:23:22PLUS GROUP WEALTH ADVISORS LLC $90.89M
22892026-04-07 17:16:55TWELE CAPITAL MANAGEMENT INC $560.86M
22902026-04-07 17:15:30G S CAPITAL LLC $284.57M
22912026-04-07 17:05:42CULTIVAR CAPITAL INC $156.47M
22922026-04-07 17:01:11INVESTMENT PARTNERS ASSET MANAGEMENT INC $161.96M
22932026-04-07 16:53:03FIRST CITIZENS FINANCIAL CORP $211.82M
22942026-04-07 16:47:38HOBART PRIVATE CAPITAL LLC $508.77M
22952026-04-07 16:45:54BATH SAVINGS TRUST CO $936.05M
22962026-04-07 16:39:18HOLLAND ADVISORY SERVICES INC $74.65M
22972026-04-07 16:37:58ORGEL WEALTH MANAGEMENT LLC $4.64B
22982026-04-07 16:24:39STONEKEEP INVESTMENTS LLC $154.26M
22992026-04-07 16:01:58FINANCIALLY SPEAKING INC $20.59M
23002026-04-07 15:54:21U S CAPITAL WEALTH ADVISORS LLC $3.98B
23012026-04-07 15:48:43INVESTRUST $237.98M
23022026-04-07 15:26:48CENTRAL BANK TRUST CO $636.41M
23032026-04-07 15:15:45LEGACY PRIVATE TRUST CO $1.63B
23042026-04-07 15:14:13AMS CAPITAL LTDA $257.49K
23052026-04-07 14:59:33FARTHER FINANCE ADVISORS LLC $10.59B
23062026-04-07 14:55:17FARMERS TRUST CO $637.00M
23072026-04-07 14:35:27DEANE RETIREMENT STRATEGIES INC $248.59M
23082026-04-07 14:21:36ALPHA OMEGA WEALTH MANAGEMENT LLC $616.75M
23092026-04-07 14:17:19SMI ADVISORY SERVICES LLC $606.93M
23102026-04-07 14:15:17JACOBS CO CA $1.01M
23112026-04-07 14:13:54BULWARK CAPITAL CORP $162.23M
23122026-04-07 14:13:33BLUELINE ADVISORS LLC $128.95M
23132026-04-07 13:36:16COMPREHENSIVE FINANCIAL PLANNING INC PA $144.40M
23142026-04-07 13:17:20GK WEALTH MANAGEMENT LLC $114.95M
23152026-04-07 13:14:31LEGACY SOLUTIONS LLC $107.92M
23162026-04-07 13:12:01ANDERSON HOAGLAND CO $1.16B
23172026-04-07 13:08:20GREEN ALPHA ADVISORS LLC $101.55M
23182026-04-07 13:05:31HOFFMAN ALAN N INVESTMENT MANAGEMENT $151.63M
23192026-04-07 13:01:43BARDEN CAPITAL MANAGEMENT INC $116.93M
23202026-04-07 12:59:38ATTESSA CAPITAL LLC $183.83M
23212026-04-07 12:57:45CRESCENT STERLING LTD $103.35M
23222026-04-07 12:55:17CITY CENTER ADVISORS LLC $108.17M
23232026-04-07 12:53:08DWR WEALTH MANAGEMENT LLC $114.95M
23242026-04-07 12:52:07SIGNATUREFD LLC $6.53B
23252026-04-07 12:49:19JBGLOBALCOM LLC $101.54M
23262026-04-07 12:33:38CARDINAL CAPITAL MANAGEMENT INC $3.71B
23272026-04-07 12:24:30TRINITY FINANCIAL ADVISORS LLC $351.19M
23282026-04-07 12:20:02CENTURYLINK INVESTMENT MANAGEMENT CO $174.86M
23292026-04-07 12:15:53CORECAP ADVISORS LLC $2.94B
23302026-04-07 11:51:57ABLES IANNONE MOORE & ASSOCIATES INC $168.12M
23312026-04-07 11:47:46EASTERN BANK $5.83B
23322026-04-07 11:47:42O'KEEFE STEVENS ADVISORY INC $404.74M
23332026-04-07 11:46:40ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $176.40M
23342026-04-07 11:45:21AGATE PASS INVESTMENT MANAGEMENT LLC $255.47M
23352026-04-07 11:24:56ABNER HERRMAN BROCK LLC $904.89K
23362026-04-07 11:23:45HEARTWOOD WEALTH ADVISORS LLC $1.15B
23372026-04-07 11:20:19FRAGASSO GROUP INC $1.66B
23382026-04-07 11:11:34FIVE OCEANS ADVISORS $276.44M
23392026-04-07 10:48:24MARTIN CAPITAL PARTNERS LLC $269.09K
23402026-04-07 10:34:00RETIREMENT WEALTH SOLUTIONS LLC $158.63M
23412026-04-07 10:18:27ETHOS CAPITAL MANAGEMENT INC $116.57M
23422026-04-07 10:15:46HOWARD FINANCIAL SERVICES LTD $888.05M
23432026-04-07 10:04:34CAROLINA WEALTH ADVISORS LLC $240.14M
23442026-04-07 09:57:48COOPER FINANCIAL GROUP $989.50M
23452026-04-07 09:49:16ARMSTRONG HENRY H ASSOCIATES INC $981.38M
23462026-04-07 09:43:06FIRST FINANCIAL CORP IN $254.55M
23472026-04-07 08:21:54PARK AVENUE SECURITIES LLC $12.80M
23482026-04-07 07:09:17SEILERN INVESTMENT MANAGEMENT LTD $838.49M
23492026-04-06 19:51:34INTRACK INVESTMENT MANAGEMENT INC $175.48M
23502026-04-06 18:21:57BARING FINANCIAL LLC $163.48M
23512026-04-06 18:13:31VERSANT CAPITAL MANAGEMENT INC $1.01B
23522026-04-06 18:11:15ROSENBERG MATTHEW HAMILTON $488.04M
23532026-04-06 16:52:07IFS ADVISORS LLC $194.05M
23542026-04-06 16:04:58CX INSTITUTIONAL $3.28M
23552026-04-06 15:27:39GPWM LLC $176.09M
23562026-04-06 15:17:08WASHINGTON TRUST ADVISORS INC $1.24B
23572026-04-06 14:46:52WASHINGTON TRUST CO $2.96B
23582026-04-06 14:38:40KARRAS COMPANY INC $98.60M
23592026-04-06 14:05:36GREENHAVEN ASSOCIATES INC $6.07B
23602026-04-06 13:48:30ACIMA PRIVATE WEALTH LLC $318.63M
23612026-04-06 13:28:48HIGHLINE WEALTH PARTNERS LLC $392.09M
23622026-04-06 13:14:44GAMMA INVESTING LLC $2.14B
23632026-04-06 12:53:39STABLEFORD CAPITAL II LLC $269.18M
23642026-04-06 12:22:42OLD PORT ADVISORS $434.34M
23652026-04-06 11:51:07SINCERUS ADVISORY LLC $131.94M
23662026-04-06 11:26:40MILLER GLOBAL INVESTMENTS LLC $109.05M
23672026-04-06 11:24:56HILEY HUNT WEALTH MANAGEMENT $226.73M
23682026-04-06 11:12:21ISRAEL DISCOUNT BANK OF NEW YORK $45.58M
23692026-04-06 10:37:22TRUST CO OF THE SOUTH $621.90M
23702026-04-06 10:23:08HALL LAURIE J TRUSTEE $283.36M
23712026-04-06 09:43:03PRIVATE CLIENT SERVICES LLC $334.48M
23722026-04-03 17:30:20BOX HILL PRIVATE WEALTH LLC $101.17M
23732026-04-03 14:23:54FIRST COUNTY BANK CT $187.32M
23742026-04-03 14:21:44ADIRONDACK TRUST CO $297.62M
23752026-04-03 14:00:57RIDGEWOOD INVESTMENTS LLC $244.49M
23762026-04-03 13:12:59HICKORY POINT BANK & TRUST $151.52M
23772026-04-03 12:56:23COASTLINE TRUST CO $1.01B
23782026-04-03 12:26:02RISE ADVISORS LLC $283.75M
23792026-04-03 10:52:57INVESTORS RESEARCH CORP $523.26M
23802026-04-03 10:42:25GLOBAL WEALTH STRATEGIES & ASSOCIATES $406.98M
23812026-04-03 09:39:37WALLER FINANCIAL PLANNING GROUP INC $453.08M
23822026-04-02 16:32:57ARES FINANCIAL CONSULTING LLC $127.28M
23832026-04-02 16:21:34NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $302.49M
23842026-04-02 15:05:48NOBLE WEALTH MANAGEMENT PBC $198.88M
23852026-04-02 14:44:46SILVERLEAFE CAPITAL PARTNERS LLC $338.56M
23862026-04-02 14:24:23SOMERSET TRUST CO $326.06M
23872026-04-02 13:58:59COLLECTIVE FAMILY OFFICE LLC $444.25M
23882026-04-02 13:11:56STASH INVESTMENTS LLC $257.89M
23892026-04-02 12:31:12BYRNE ASSET MANAGEMENT LLC $170.67M
23902026-04-02 12:04:44HILLTOP NATIONAL BANK $420.50M
23912026-04-02 11:32:04ASPECT PARTNERS LLC $244.64M
23922026-04-02 11:11:45MJT & ASSOCIATES FINANCIAL ADVISORY GROUP INC $136.22M
23932026-04-02 10:55:03CRUMLY ASSOCIATES INC $475.95M
23942026-04-02 10:26:05MCALISTER SWEET & ASSOCIATES INC $160.57M
23952026-04-02 10:10:17FULCRUM EQUITY MANAGEMENT $103.49M
23962026-04-02 10:09:56STAIRWAY PARTNERS LLC $1.93B
23972026-04-02 09:13:09HORIZONS WEALTH MANAGEMENT $152.45M
23982026-04-01 17:49:52LBJ FAMILY WEALTH ADVISORS LTD $170.62K
23992026-04-01 16:50:39MINK BROOK ASSET MANAGEMENT LLC $179.24M
24002026-04-01 16:09:58LAURUS INVESTMENT COUNSEL INC $102.13M
24012026-04-01 16:00:28ROBERT B DAUGHERTY FOUNDATION $99.98M
24022026-04-01 15:54:41HELEN STEPHENS GROUP LLC $501.21M
24032026-04-01 15:27:45FIRST FINANCIAL BANK N A TRUST DIVISION $1.24B
24042026-04-01 14:26:20BEACON WEALTHCARE LLC $283.55M
24052026-04-01 12:49:35VIGILARE WEALTH MANAGEMENT $295.95M
24062026-04-01 12:05:15BURKETT FINANCIAL SERVICES LLC $291.82M
24072026-04-01 11:54:37ROWLAND CO INVESTMENT COUNSEL ADV $493.28K
24082026-04-01 11:49:38BANGOR SAVINGS BANK $1.25B
24092026-04-01 11:23:42CONFLUENCE INVESTMENT MANAGEMENT LLC $6.44B
24102026-04-01 10:47:23BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $9.81M
24112026-04-01 10:43:21BANCFIRST TRUST & INVESTMENT MANAGEMENT $226.35M
24122026-04-01 10:27:26ADELPHI TRUST CO $122.89M
24132026-04-01 09:43:22GP BRINSON INVESTMENTS LLC $220.37M
24142026-04-01 07:33:53NEVILLE RODIE SHAW INC $1.38M
24152026-04-01 06:29:53PENSIONFUND SABIC $83.02K
24162026-04-01 06:23:29PENSIONFUND DSM NETHERLANDS $172.92K
24172026-04-01 06:11:05SIGNATURE WEALTH MANAGEMENT GROUP $263.37M
24182026-03-31 12:45:22SANKALA GROUP LLC $122.46M
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The information contained herein are intended for illustrative and informational purpose only.
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