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Inst Investors
Hedge Funds
# of Filings 2101 57
% of Exp. Filings 28% 5%
Total Stock Value $2,461.0B $188.8B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
 2024-06-30
 2024-03-31
Filing Quarter
2024-06-30
Filing Starts
2024-07-01
Filing Ends
2024-08-14
Last Update
2024-07-26 17:30:01
Institutional Investors
HedgeMind 1000
2101Filing AcceptedFilerTotal Reported Value  
12024-07-26 17:29:08ABLE FINANCIAL GROUP LLC $276.68M
22024-07-26 17:27:18SPRINKLE FINANCIAL CONSULTANTS LLC $126.88M
32024-07-26 17:26:13TI TRUST INC $129.75M
42024-07-26 17:12:16RICHARDSON CAPITAL MANAGEMENT LLC $129.93M
52024-07-26 17:06:36HALBERT HARGROVE RUSSELL LLC $1.72B
62024-07-26 17:06:11EMERALD INVESTMENT PARTNERS LLC $656.17M
72024-07-26 17:03:36CHECCHI CAPITAL ADVISERS LLC $2.00B
82024-07-26 17:03:03HAPANOWICZ ASSOCIATES FINANCIAL SERVICES INC $175.14M
92024-07-26 17:02:40FINANCIAL CONNECTIONS GROUP INC $192.74K
102024-07-26 17:02:34MWA ASSET MANAGEMENT $140.36M
112024-07-26 17:02:01WORTH FINANCIAL ADVISORY GROUP LLC $152.38M
122024-07-26 17:01:10HALL CAPITAL MANAGEMENT CO INC $209.79M
132024-07-26 17:00:41CROSSPOINT FINANCIAL LLC $24.49M
142024-07-26 17:00:19BREAKWATER CAPITAL GROUP $440.70M
152024-07-26 16:58:15JESSUP WEALTH MANAGEMENT INC $234.53M
162024-07-26 16:57:33MEMBERS ADVISORY GROUP LLC $183.19M
172024-07-26 16:57:07BLB B ADVISORS LLC $1.83B
182024-07-26 16:56:41WALKNER CONDON FINANCIAL ADVISORS LLC $463.43M
192024-07-26 16:55:55CONNING INC $2.78B
202024-07-26 16:55:34ARGONAUTICA PRIVATE WEALTH MANAGEMENT INC $292.20M
212024-07-26 16:55:13TENON FINANCIAL LLC $128.22M
222024-07-26 16:54:48K J HARRISON PARTNERS INC $607.56M
232024-07-26 16:54:25MEIXLER INVESTMENT MANAGEMENT LTD $130.62M
242024-07-26 16:48:58MCCLARREN FINANCIAL ADVISORS INC $143.23K
252024-07-26 16:43:36LEITH WHEELER INVESTMENT COUNSEL LTD $1.16B
262024-07-26 16:42:49PULLEN INVESTMENT MANAGEMENT LLC $120.72M
272024-07-26 16:39:03WEST BANCORPORATION INC $135.17M
282024-07-26 16:38:29BCR WEALTH STRATEGIES LLC $153.69K
292024-07-26 16:32:11SIMMONS BANK $1.32B
302024-07-26 16:29:04BALLAST ADVISORS LLC $315.14M
312024-07-26 16:20:42KEENER FINANCIAL PLANNING LLC $153.28K
322024-07-26 16:18:53ECHO45 ADVISORS LLC $142.32M
332024-07-26 16:17:32MONTICELLO WEALTH MANAGEMENT LLC $1.07B
342024-07-26 16:15:02CISCO SYSTEMS INC $474.52M
352024-07-26 16:12:19DURANTE & WATERS LLC $112.34M
362024-07-26 16:10:18LESTER MURRAY ANTMAN DBA SIMPLYRICH $315.96K
372024-07-26 16:07:55GALIBIER CAPITAL MANAGEMENT LTD $402.09M
382024-07-26 16:01:48EFFICIENT WEALTH MANAGEMENT LLC $362.49K
392024-07-26 16:01:20CONESTOGA CAPITAL ADVISORS LLC $6.67B
402024-07-26 15:51:54CYPRESS POINT WEALTH MANAGEMENT LLC $211.18M
412024-07-26 15:49:23BERNZOTT CAPITAL ADVISORS $217.09M
422024-07-26 15:48:34EMFO LLC $111.71M
432024-07-26 15:48:00BEACON FINANCIAL ADVISORY LLC $267.84M
442024-07-26 15:45:13ARCADIA WEALTH MANAGEMENT LLC $175.10M
452024-07-26 15:42:51CROWN WEALTH GROUP LLC $200.18M
462024-07-26 15:41:00ALETHEIAN WEALTH ADVISORS LLC $189.78M
472024-07-26 15:37:18BRIAUD FINANCIAL PLANNING INC $173.22K
482024-07-26 15:36:55IRIDIAN ASSET MANAGEMENT LLC $443.13M
492024-07-26 15:35:35DETALUS ADVISORS LLC $291.70M
502024-07-26 15:33:41WEST BRANCH CAPITAL LLC $269.24M
512024-07-26 15:30:32ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC $299.35M
522024-07-26 15:30:28EVOLUTION ADVISERS INC $169.39K
532024-07-26 15:26:59RIVERSEDGE ADVISORS LLC $410.11M
542024-07-26 15:25:41KINNERET ADVISORY LLC $1.04B
552024-07-26 15:22:41PRESIDIO CAPITAL MANAGEMENT LLC $143.05M
562024-07-26 15:20:02ROCKWOOD WEALTH MANAGEMENT LLC $821.27M
572024-07-26 15:17:33WHITAKER MYERS WEALTH MANAGERS LTD $270.84M
582024-07-26 15:11:47TRAJAN WEALTH LLC $1.56B
592024-07-26 15:07:24CMC FINANCIAL GROUP $60.14M
602024-07-26 15:04:39STERNECK CAPITAL MANAGEMENT LLC $176.29M
612024-07-26 15:04:09STERLING INVESTMENT MANAGEMENT INC $131.60M
622024-07-26 15:03:56EVERGREEN WEALTH MANAGEMENT LLC $150.92M
632024-07-26 14:54:48KLEIN PAVLIS & PEASLEY FINANCIAL INC $112.61M
642024-07-26 14:53:09LS INVESTMENT ADVISORS LLC $640.84M
652024-07-26 14:51:17NAVPOINT FINANCIAL INC $115.22M
662024-07-26 14:49:08PARK EDGE ADVISORS LLC $327.23M
672024-07-26 14:47:32PROATHLETE WEALTH MANAGEMENT LLC $211.22M
682024-07-26 14:39:46BENSLER LLC $743.25M
692024-07-26 14:37:56SMITH SHELLNUT WILSON LLC ADV $205.98M
702024-07-26 14:36:10SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC $129.48M
712024-07-26 14:35:05EAGLE BAY ADVISORS LLC $165.12M
722024-07-26 14:34:53STERLING MANOR FINANCIAL LLC $131.39M
732024-07-26 14:33:37PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC $679.74M
742024-07-26 14:29:40FORT PITT CAPITAL GROUP LLC $3.29B
752024-07-26 14:21:40ABSOLUTE INVESTMENT ADVISERS LLC $591.77M
762024-07-26 14:20:48BROWN UNIVERSITY $264.81M
772024-07-26 14:15:58CASCADE WEALTH ADVISORS INC $135.23M
782024-07-26 14:09:01NORTHEAST INVESTMENT MANAGEMENT $2.13B
792024-07-26 14:04:32LEGEND FINANCIAL ADVISORS INC $140.94M
802024-07-26 14:01:56HARBOUR INVESTMENTS INC $2.96B
812024-07-26 14:00:53LDR CAPITAL MANAGEMENT LLC $109.85M
822024-07-26 14:00:33STRATEGIC BLUEPRINT LLC $1.47B
832024-07-26 13:55:00ROSENBERG MATTHEW HAMILTON $338.56M
842024-07-26 13:53:49TSA WEALTH MANAGMENT LLC $234.83M
852024-07-26 13:52:20ALPHAQ ADVISORS LLC $34.32M
862024-07-26 13:49:48VALLEY BROOK CAPITAL GROUP INC $128.27M
872024-07-26 13:48:16MILLER HOWARD INVESTMENTS INC NY $3.01B
882024-07-26 13:40:00WRIGHT INVESTORS SERVICE INC $379.68M
892024-07-26 13:31:34SHERIDAN CAPITAL MANAGEMENT LLC $134.55M
902024-07-26 13:19:41LEISURE CAPITAL MANAGEMENT $214.59M
912024-07-26 13:18:16HB WEALTH MANAGEMENT LLC $8.57B
922024-07-26 13:08:15ENCOMPASS MORE ASSET MANAGEMENT $140.19M
932024-07-26 13:07:16TOWER VIEW INVESTMENT MANAGEMENT RESEARCH LLC $174.20M
942024-07-26 13:05:21NORTHERN OAK WEALTH MANAGEMENT INC $830.21M
952024-07-26 13:03:30SIGNIFICANT WEALTH PARTNERS LLC $178.00M
962024-07-26 13:02:37GUIDANCE POINT ADVISORS LLC $320.29M
972024-07-26 12:55:18POLARIS CAPITAL MANAGEMENT LLC $1.87B
982024-07-26 12:53:16HORRELL CAPITAL MANAGEMENT INC $344.82K
992024-07-26 12:52:45J P MARVEL INVESTMENT ADVISORS LLC $609.69M
1002024-07-26 12:48:23WINDSOR CAPITAL MANAGEMENT LLC $323.16M
1012024-07-26 12:47:43MAIN LINE RETIREMENT ADVISORS LLC $130.68M
1022024-07-26 12:35:54SYNTEGRA PRIVATE WEALTH GROUP LLC $786.83M
1032024-07-26 12:35:14GFS ADVISORS LLC $620.48M
1042024-07-26 12:34:08OMNISTAR FINANCIAL GROUP INC $110.48M
1052024-07-26 12:32:48CAMBIAR INVESTORS LLC $2.56B
1062024-07-26 12:32:18SSI INVESTMENT MANAGEMENT INC $1.30B
1072024-07-26 12:32:16WATCH POINT TRUST CO $1.13B
1082024-07-26 12:26:40BULL STREET ADVISORS LLC $207.27K
1092024-07-26 12:16:48COPELAND CAPITAL MANAGEMENT LLC $5.34B
1102024-07-26 12:09:33FOUNTAINHEAD AM LLC $421.03M
1112024-07-26 12:08:47RICHWOOD INVESTMENT ADVISORS LLC $114.13M
1122024-07-26 12:07:10MENDEL CAPITAL MANAGEMENT LLC $154.72M
1132024-07-26 12:04:47FENGHE FUND MANAGEMENT PTE LTD $716.89M
1142024-07-26 12:02:41TOKIO MARINE ASSET MANAGEMENT CO LTD $2.09B
1152024-07-26 12:02:33ROSENBAUM JAY D $17.66M
1162024-07-26 11:59:00ALPHASTAR CAPITAL MANAGEMENT LLC $1.08B
1172024-07-26 11:50:57ACCESS INVESTMENT MANAGEMENT LLC $307.79M
1182024-07-26 11:47:21SOLSTEIN CAPITAL LLC $153.26M
1192024-07-26 11:26:19DEARBORN PARTNERS LLC $2.31B
1202024-07-26 11:25:40GAM HOLDING AG $1.30B
1212024-07-26 11:11:40INDEPENDENT ORDER OF FORESTERS $162.15M
1222024-07-26 11:07:45SEQUENT ASSET MANAGEMENT LLC $198.72M
1232024-07-26 11:07:03SAXONY CAPITAL MANAGEMENT LLC $90.99M
1242024-07-26 10:58:55LEGATO CAPITAL MANAGEMENT LLC $742.18M
1252024-07-26 10:57:04GRANITE HARBOR ADVISORS INC $157.65M
1262024-07-26 10:55:27ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC $299.35M
1272024-07-26 10:47:20SUMMIT SECURITIES GROUP LLC $529.30K
1282024-07-26 10:44:05ASPEN INVESTMENT MANAGEMENT INC $200.37K
1292024-07-26 10:36:06TOWERVIEW LLC $152.61M
1302024-07-26 10:34:56RIVERPARK ADVISORS LLC $120.80M
1312024-07-26 10:31:46RIVERPARK CAPITAL MANAGEMENT LLC $75.48M
1322024-07-26 10:18:28GROESBECK INVESTMENT MANAGEMENT CORP NJ $72.22K
1332024-07-26 10:18:07SKYLANDS CAPITAL LLC $705.41M
1342024-07-26 10:17:26ARK INVESTMENT MANAGEMENT LLC $11.27B
1352024-07-26 10:12:57INTEGRITY WEALTH SOLUTIONS LLC $153.75M
1362024-07-26 09:57:23ATOMI FINANCIAL GROUP INC $1.35B
1372024-07-26 09:57:20EVENSKY KATZ LLC $1.44M
1382024-07-26 09:56:22SCHAEFFER FINANCIAL LLC $92.13M
1392024-07-26 09:53:41WEALTH ADVISORY SOLUTIONS LLC $368.94M
1402024-07-26 09:45:18CREW CAPITAL MANAGEMENT LTD $124.98M
1412024-07-26 09:39:38CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC $27.06M
1422024-07-26 09:09:36AUSTRALIANSUPER PTY LTD $17.35B
1432024-07-26 09:07:09INSTRUMENTAL WEALTH LLC $96.80M
1442024-07-26 08:41:52TRUST CO OF VIRGINIA VA $1.05B
1452024-07-26 08:34:53FIRST COMMAND ADVISORY SERVICES INC $9.64B
1462024-07-26 08:30:38LIONTRUST INVESTMENT PARTNERS LLP $7.04B
1472024-07-26 08:12:04ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC $61.31B
1482024-07-26 08:03:48STATE TREASURER STATE OF MICHIGAN $19.46B
1492024-07-26 07:07:58CRYDER CAPITAL PARTNERS LLP $1.60B
1502024-07-26 06:12:26RAILWAY PENSION INVESTMENTS LTD $8.37B
1512024-07-25 21:14:02YONG RONG HK ASSET MANAGEMENT LTD $291.28K
1522024-07-25 20:12:47LATITUDE ADVISORS LLC $163.73M
1532024-07-25 19:57:06MY PERSONAL CFO LLC $187.32M
1542024-07-25 19:54:11PIONEER TRUST BANK N A OR $370.57M
1552024-07-25 19:00:11SCHOOLCRAFT CAPITAL LLC $465.99M
1562024-07-25 18:53:25CORDANT INC $178.98M
1572024-07-25 18:36:17GOLD INVESTMENT MANAGEMENT LTD $236.46M
1582024-07-25 18:26:14DAVIS REA LTD $200.00M
1592024-07-25 18:25:21SIGNATURE ESTATE INVESTMENT ADVISORS LLC $4.00B
1602024-07-25 18:00:50TKG ADVISORS LLC $184.31M
1612024-07-25 17:54:01CALLAN FAMILY OFFICE LLC $520.86M
1622024-07-25 17:52:57COHEN INVESTMENT ADVISORS LLC $124.39M
1632024-07-25 17:52:35AZARIAS CAPITAL MANAGEMENT L P $222.41M
1642024-07-25 17:51:36SHAKER INVESTMENTS LLC OH $229.99M
1652024-07-25 17:38:52TANGLEWOOD WEALTH MANAGEMENT INC $804.34M
1662024-07-25 17:22:01CALAMOS ADVISORS LLC $22.52B
1672024-07-25 17:20:41OCEAN CAPITAL MANAGEMENT LLC $301.45M
1682024-07-25 17:20:20LINCOLN NATIONAL CORP $2.96B
1692024-07-25 17:19:18MOKOSAK ADVISORY GROUP LLC $302.51M
1702024-07-25 17:18:50NORTHCAPE WEALTH MANAGEMENT LLC $277.48M
1712024-07-25 17:18:19AMG NATIONAL TRUST BANK $3.71B
1722024-07-25 17:17:59SIGMA INVESTMENT COUNSELORS INC $1.60B
1732024-07-25 17:17:32BROWN FINANCIAL ADVISORY $130.05M
1742024-07-25 17:17:03EQ LLC $166.98M
1752024-07-25 17:16:33COURAGE MILLER PARTNERS LLC $278.03M
1762024-07-25 17:16:05GRATUS CAPITAL LLC $2.50B
1772024-07-25 17:15:44TEMPUS WEALTH PLANNING LLC $239.38M
1782024-07-25 17:15:20OVERBROOK MANAGEMENT CORP $396.08M
1792024-07-25 17:14:54ADAPTIVE FINANCIAL CONSULTING LLC $230.57M
1802024-07-25 17:13:31SIMPLIFI INC $216.52M
1812024-07-25 17:13:14DODDS WEALTH LLC $256.16M
1822024-07-25 17:13:06COMPASS CAPITAL MANAGEMENT INC $1.49B
1832024-07-25 17:12:46AMI INVESTMENT MANAGEMENT INC $286.57M
1842024-07-25 17:12:44POM INVESTMENT STRATEGIES LLC $125.01M
1852024-07-25 17:12:24CALAMOS WEALTH MANAGEMENT LLC $1.88B
1862024-07-25 17:11:48HERITAGE WEALTH MANAGEMENT INC CA $136.28M
1872024-07-25 17:11:38ACCESS FINANCIAL SERVICES INC $219.98M
1882024-07-25 17:11:06KEB ASSET MANAGEMENT LLC $297.59M
1892024-07-25 17:10:58INDEPENDENCE BANK OF KENTUCKY $377.23M
1902024-07-25 17:10:10SOUNDMARK WEALTH MANAGEMENT LLC $0.00
1912024-07-25 17:09:42OPTAS LLC $388.30M
1922024-07-25 17:09:09WADE FINANCIAL ADVISORY INC $277.88M
1932024-07-25 17:08:43BRYANT WOODS INVESTMENT ADVISORS LLC $137.46M
1942024-07-25 17:08:01WT ASSET MANAGEMENT LTD $1.03B
1952024-07-25 17:07:36CLEAR CREEK FINANCIAL MANAGEMENT LLC $825.21M
1962024-07-25 17:07:12ARIES WEALTH MANAGEMENT $317.36M
1972024-07-25 17:06:50FORBES FINANCIAL PLANNING INC $127.33M
1982024-07-25 17:05:31SNS FINANCIAL GROUP LLC $930.85M
1992024-07-25 17:04:28DAVID KENNON INC $238.12M
2002024-07-25 17:04:08LEVY WEALTH MANAGEMENT GROUP LLC $390.55M
2012024-07-25 17:03:40WOOSTER CORTHELL WEALTH MANAGEMENT INC $441.95M
2022024-07-25 17:03:20PETTINGA FINANCIAL ADVISORS LLC $399.09M
2032024-07-25 17:02:57ARIOSE CAPITAL MANAGEMENT LTD $130.97M
2042024-07-25 16:58:59PINERIDGE ADVISORS LLC $293.13M
2052024-07-25 16:55:19WD RUTHERFORD LLC $199.20M
2062024-07-25 16:54:53HIGHLAND CAPITAL MANAGEMENT LLC $1.69B
2072024-07-25 16:45:54CORE WEALTH MANAGEMENT INC $246.48M
2082024-07-25 16:38:45CAPITAL ADVISORS LTD LLC $770.50K
2092024-07-25 16:30:40ROB EXPLORATION LLC $35.38M
2102024-07-25 16:23:46NEW MILLENNIUM GROUP LLC $153.13M
2112024-07-25 16:23:25ROOTED WEALTH ADVISORS INC $226.53K
2122024-07-25 16:22:20FIRST HEARTLAND CONSULTANTS INC $1.43M
2132024-07-25 16:19:40HARBOR ISLAND CAPITAL LLC $232.21M
2142024-07-25 16:18:42ADDISON CAPITAL CO $230.57M
2152024-07-25 16:18:32RAYMOND JAMES TRUST CO OF NH $10.74M
2162024-07-25 16:17:33APRICUS WEALTH LLC $140.05M
2172024-07-25 16:17:27MINICHMACGREGOR WEALTH MANAGEMENT LLC $409.60M
2182024-07-25 16:16:23EASTERLY INVESTMENT PARTNERS LLC $1.14B
2192024-07-25 16:14:47HILLS BANK TRUST CO $1.23B
2202024-07-25 16:14:31CYPRESS CAPITAL GROUP $834.44M
2212024-07-25 16:12:02RAYMOND JAMES TRUST N A $4.26B
2222024-07-25 16:04:26WEDGEWOOD INVESTORS INC PA $84.23M
2232024-07-25 16:04:04TNF LLC $271.52M
2242024-07-25 15:56:34OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC $163.85M
2252024-07-25 15:51:10VAN STRUM TOWNE INC $275.50M
2262024-07-25 15:51:04PROFICIO CAPITAL PARTNERS LLC $952.47M
2272024-07-25 15:43:11CATALYST CAPITAL ADVISORS LLC $4.33B
2282024-07-25 15:40:38CHRISTOPHER J HASENBERG INC $220.73M
2292024-07-25 15:38:06SYSTELLIGENCE LLC $375.88M
2302024-07-25 15:33:23ROGER WITTLIN INVESTMENT ADVISORY LLC $155.80M
2312024-07-25 15:30:23HUNTINGTON ASSET ADVISORS INC $1.03B
2322024-07-25 15:29:54BAILARD INC $3.63B
2332024-07-25 15:28:53VERDENCE CAPITAL ADVISORS LLC $1.12B
2342024-07-25 15:28:47PAULSON WEALTH MANAGEMENT INC $342.69M
2352024-07-25 15:26:00AMICA MUTUAL INSURANCE CO $1.01M
2362024-07-25 15:22:38ALPHACENTRIC ADVISORS LLC $135.80M
2372024-07-25 15:20:23ACKERMAN CAPITAL ADVISORS LLC $377.25M
2382024-07-25 15:19:01BANK OF NEW YORK MELLON CORP $527.50B
2392024-07-25 15:18:28CATALYST FINANCIAL PARTNERS LLC $455.12M
2402024-07-25 15:15:43BRISTLECONE ADVISORS LLC $1.17B
2412024-07-25 15:14:40TFG ADVISERS LLC $257.70M
2422024-07-25 15:11:49ALTA CAPITAL MANAGEMENT LLC $1.59B
2432024-07-25 15:10:14SALOMON LUDWIN LLC $895.92M
2442024-07-25 15:09:32EFG ASSET MANAGEMENT (NORTH AMERICA) CORP $577.09M
2452024-07-25 15:08:35INTRINSIC VALUE PARTNERS LLC $95.91M
2462024-07-25 15:07:36PATTEN GROUP INC $423.88M
2472024-07-25 15:05:49TOWNSEND ASSET MANAGEMENT CORP NC ADV $258.02M
2482024-07-25 15:02:33TRUENORTH INC $439.98M
2492024-07-25 14:58:44HYMAN CHARLES D $1.79B
2502024-07-25 14:52:10ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC $210.64M
2512024-07-25 14:50:21ALPHA OMEGA WEALTH MANAGEMENT LLC $523.25M
2522024-07-25 14:45:32PEGASUS ASSET MANAGEMENT INC $260.90M
2532024-07-25 14:41:42SLATESTONE WEALTH LLC $922.85K
2542024-07-25 14:41:28PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC $968.85M
2552024-07-25 14:40:14MVM PARTNERS LLC $99.85M
2562024-07-25 14:34:50RWM ASSET MANAGEMENT LLC $556.47M
2572024-07-25 14:30:01FIRETHORN WEALTH PARTNERS LLC $177.00M
2582024-07-25 14:27:41CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC $205.80M
2592024-07-25 14:26:23JANNEY CAPITAL MANAGEMENT LLC $1.42M
2602024-07-25 14:25:59SIMPLEX TRADING LLC $161.88M
2612024-07-25 14:23:22ARKANSAS FINANCIAL GROUP INC $561.63M
2622024-07-25 14:20:38JANNEY MONTGOMERY SCOTT LLC $32.80M
2632024-07-25 14:18:39HIBERNIA WEALTH PARTNERS LLC $287.17M
2642024-07-25 14:15:02INTELLIGENT FINANCIAL STRATEGIES $162.49M
2652024-07-25 14:14:04MADRONA VENTURE GROUP LLC $93.72K
2662024-07-25 14:12:08BARRETT & COMPANY INC $220.95M
2672024-07-25 14:10:21FORTITUDE ADVISORY GROUP L L C $167.34M
2682024-07-25 14:07:56SUMMIT ROCK ADVISORS LP $323.48M
2692024-07-25 14:05:49MTM INVESTMENT MANAGEMENT LLC $244.02M
2702024-07-25 14:04:19SIERRA CAPITAL LLC $748.73K
2712024-07-25 14:01:53STASH INVESTMENTS LLC $151.66M
2722024-07-25 14:01:24OCEANSIDE ADVISORS LLC $123.74M
2732024-07-25 14:00:02HRC WEALTH MANAGEMENT LLC $146.06M
2742024-07-25 13:58:03LANDMARK WEALTH MANAGEMENT LLC $128.34K
2752024-07-25 13:44:58CAPITAL MANAGEMENT CORP VA $499.21M
2762024-07-25 13:44:21RUSSIA PARTNERS MANAGEMENT LLC $120.29M
2772024-07-25 13:39:25PEOPLES FINANCIAL SERVICES CORP $221.08M
2782024-07-25 13:38:09TILSON FINANCIAL GROUP INC $99.00K
2792024-07-25 13:34:46EMPOWER ADVISORY GROUP LLC $26.94B
2802024-07-25 13:34:26SIGULER GUFF ADVISERS LLC $233.47M
2812024-07-25 13:31:01CHECK CAPITAL MANAGEMENT INC CA $3.02B
2822024-07-25 13:30:28ASSET PLANNING SERVICES INC LA ADV $189.52K
2832024-07-25 13:04:47AUTHENTIKOS WEALTH ADVISORY LLC $103.35M
2842024-07-25 13:00:52VIOLICH CAPITAL MANAGEMENT INC $740.02K
2852024-07-25 12:56:52SCHULZ WEALTH LTD $118.07M
2862024-07-25 12:45:21SUMMIT PLACE FINANCIAL ADVISORS LLC $169.15M
2872024-07-25 12:44:03COLORADO CAPITAL MANAGEMENT INC $179.32K
2882024-07-25 12:40:23WASHINGTON TRUST ADVISORS INC $1.09B
2892024-07-25 12:38:43ZYNERGYRETIREMENTPLANNINGLLC $130.62M
2902024-07-25 12:35:10MARYLAND CAPITAL ADVISORS INC $185.71M
2912024-07-25 12:33:47ARMOR INVESTMENT ADVISORS LLC $216.77M
2922024-07-25 12:31:17BONNESS ENTERPRISES INC $273.33M
2932024-07-25 12:23:52PFS PARTNERS LLC $160.60M
2942024-07-25 12:22:55ABEL HALL LLC $141.38M
2952024-07-25 12:15:14JJJ ADVISORS INC $477.13M
2962024-07-25 12:06:34SPECTRUM ASSET MANAGEMENT INC $28.24M
2972024-07-25 12:05:10ORIGIN ASSET MANAGEMENT LLP $399.96M
2982024-07-25 12:04:39FORTE ASSET MANAGEMENT LLC $169.53M
2992024-07-25 11:58:44RED CEDAR INVESTMENT MANAGEMENT LLC $733.43M
3002024-07-25 11:58:10FIRST NATIONAL BANK OF HUTCHINSON $156.59M
3012024-07-25 11:47:06RFP FINANCIAL GROUP LLC $270.15M
3022024-07-25 11:41:58ETESIAN WEALTH ADVISORS INC $177.95M
3032024-07-25 11:36:57LAUREL WEALTH PLANNING LLC $143.69K
3042024-07-25 11:17:27CAPE ANN SAVINGS BANK $161.22M
3052024-07-25 11:17:24CABOT WELLINGTON LLC $255.38M
3062024-07-25 11:09:15KANAWHA CAPITAL MANAGEMENT LLC $1.28B
3072024-07-25 11:01:27PLANNING ALTERNATIVES LTD ADV $617.62M
3082024-07-25 10:57:01SILVANT CAPITAL MANAGEMENT LLC $2.25B
3092024-07-25 10:55:06BAILLIE GIFFORD CO $128.36B
3102024-07-25 10:54:12RPS ADVISORY SOLUTIONS LLC $108.44M
3112024-07-25 10:50:40COOKSEN WEALTH LLC $99.10M
3122024-07-25 10:50:26CEREDEX VALUE ADVISORS LLC $5.29B
3132024-07-25 10:49:15LAKESHORE FINANCIAL PLANNING INC $204.82M
3142024-07-25 10:40:59WASHBURN CAPITAL MANAGEMENT INC $140.13M
3152024-07-25 10:33:57FULLCIRCLE WEALTH LLC $203.98M
3162024-07-25 10:29:53MOODY LYNN LIEBERSON LLC $1.53B
3172024-07-25 10:28:37HARBOR ADVISORY CORP MA $289.55M
3182024-07-25 10:28:36OPPENHEIMER CLOSE LLC $113.90M
3192024-07-25 10:28:23YEOMANS CONSULTING GROUP INC $258.73M
3202024-07-25 10:28:03MIRAMAR FIDUCIARY CORP $107.93M
3212024-07-25 10:26:39WAYPOINT CAPITAL ADVISORS LLC $400.12M
3222024-07-25 10:24:33VIVID WEALTH MANAGEMENT LLC $178.58M
3232024-07-25 10:23:11UPPER LEFT WEALTH MANAGEMENT LLC $110.67M
3242024-07-25 10:21:34TRANQUILITY PARTNERS LLC $259.92M
3252024-07-25 10:11:15RETIREMENT SOLUTION INC $372.16M
3262024-07-25 10:10:49SHELTER INS RETIREMENT PLAN $75.01M
3272024-07-25 10:09:27TANAGER WEALTH MANAGEMENT LLP $671.94M
3282024-07-25 10:08:18STERLING INVESTMENT COUNSEL LLC $254.03M
3292024-07-25 10:05:40SOUTHERN CAPITAL ADVISORS LLC $162.60M
3302024-07-25 10:03:11INSTITUTE FOR WEALTH MANAGEMENT LLC $746.10M
3312024-07-25 09:59:48SHELTER MUTUAL INSURANCE CO $384.33M
3322024-07-25 09:50:59SPIRIT OF AMERICA MANAGEMENT CORP NY $492.88M
3332024-07-25 09:48:22COMMUNITY FINANCIAL SERVICES GROUP LLC $464.34M
3342024-07-25 09:37:40FIELD MAIN BANK $267.04M
3352024-07-25 09:07:48ANDREWS LUCIA WEALTH MANAGEMENT LLC $143.10M
3362024-07-25 08:45:50PICTET NORTH AMERICA ADVISORS SA $920.85M
3372024-07-25 08:21:55BANQUE PICTET CIE SA $11.04B
3382024-07-25 08:20:56FIRST MERCHANTS CORP $2.49B
3392024-07-25 08:12:14NICHOLS PRATT ADVISERS LLP MA $1.48B
3402024-07-25 08:07:30FINANCIAL GUIDANCE GROUP INC $162.78M
3412024-07-25 07:50:14MN SERVICES VERMOGENSBEHEER B V $13.85M
3422024-07-25 07:47:30BPIFRANCE SA $4.09B
3432024-07-25 07:45:28PICTET CIE EUROPE SA $4.11B
3442024-07-25 06:33:44WESLEYAN ASSURANCE SOCIETY $1.15M
3452024-07-25 06:10:32WATERWAY WEALTH MANAGEMENT LLC $203.79M
3462024-07-25 06:03:53SEATOWN HOLDINGS PTE LTD $138.07M
3472024-07-25 06:01:53PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD $83.97M
3482024-07-24 21:52:59VALUE STAR ASSET MANAGEMENT (HONG KONG) LTD $269.83M
3492024-07-24 20:26:58LATIGO INVESTMENTS LLC $195.35M
3502024-07-24 19:08:18NORTH GROWTH MANAGEMENT LTD $506.19K
3512024-07-24 19:06:41DESTINATION WEALTH MANAGEMENT $3.03B
3522024-07-24 18:06:46AMI ASSET MANAGEMENT CORP $1.85B
3532024-07-24 17:44:45BANK OF STOCKTON $315.45M
3542024-07-24 17:25:32LVZ ADVISORS INC $733.50M
3552024-07-24 17:24:25PATHWAY FINANCIAL ADVISORS LLC $370.26M
3562024-07-24 17:20:11SENTRY LLC $542.84M
3572024-07-24 17:09:20LEONARD RICKEY INVESTMENT ADVISORS P L L C $417.29M
3582024-07-24 17:07:23FARRELL FINANCIAL LLC $128.37M
3592024-07-24 17:02:25TRUST ASSET MANAGEMENT LLC $1.19B
3602024-07-24 16:58:15MCRAE CAPITAL MANAGEMENT INC $438.62M
3612024-07-24 16:57:18SPINNAKER INVESTMENT GROUP LLC $362.87M
3622024-07-24 16:56:23SOUND STEWARDSHIP LLC $164.56M
3632024-07-24 16:55:23SECURE ASSET MANAGEMENT LLC $528.55M
3642024-07-24 16:53:08SATHER FINANCIAL GROUP INC $1.44B
3652024-07-24 16:50:30DIVERSIFIED LLC $851.15M
3662024-07-24 16:49:09SLAGLE FINANCIAL LLC $195.00M
3672024-07-24 16:46:11DAVID R RAHN ASSOCIATES INC $315.38M
3682024-07-24 16:45:33POWERS ADVISORY GROUP LLC $183.37M
3692024-07-24 16:44:11MONTVUE CAPITAL MANAGEMENT INC $125.68M
3702024-07-24 16:42:31CAPITAL WEALTH ALLIANCE LLC $175.21M
3712024-07-24 16:42:29MARKS WEALTH LLC $226.61M
3722024-07-24 16:37:19PAPP L ROY ASSOCIATES $825.21M
3732024-07-24 16:36:59SHOREHAVEN WEALTH PARTNERS LLC $190.32M
3742024-07-24 16:36:02CORNERSTONE WEALTH GROUP LLC $1.12B
3752024-07-24 16:35:52JB CAPITAL LLC $1.60B
3762024-07-24 16:32:08GOLDSTEIN ADVISORS LLC $597.96M
3772024-07-24 16:30:46HMS CAPITAL MANAGEMENT LLC $191.94M
3782024-07-24 16:30:25QUOTIENT WEALTH PARTNERS LLC $2.86B
3792024-07-24 16:27:11REZNY WEALTH MANAGEMENT INC $373.88M
3802024-07-24 16:24:23HEROLD ADVISORS INC $432.35M
3812024-07-24 16:24:09VERABANK N A $321.96M
3822024-07-24 16:23:48KEMPEN CAPITAL MANAGEMENT N V $8.93B
3832024-07-24 16:21:51LEBENTHAL GLOBAL ADVISORS LLC $456.27M
3842024-07-24 16:18:26REIK CO LLC $386.87M
3852024-07-24 16:18:14AVITAS WEALTH MANAGEMENT LLC $682.85M
3862024-07-24 16:18:14RIVERVEST VENTURE MANAGEMENT LLC $6.82M
3872024-07-24 16:17:47FLAGSTONE FINANCIAL MANAGEMENT $268.84M
3882024-07-24 16:16:33EVERHART FINANCIAL GROUP INC $385.36M
3892024-07-24 16:15:59PREMIER PATH WEALTH PARTNERS LLC $586.80M
3902024-07-24 16:15:02CV ADVISORS LLC $190.79M
3912024-07-24 16:13:59CHARTER OAK CAPITAL MANAGEMENT LLC $958.34M
3922024-07-24 16:11:33CATALINA CAPITAL GROUP LLC $266.34M
3932024-07-24 16:09:56CAPITOL FAMILY OFFICE INC $74.76M
3942024-07-24 16:08:21BOYD WEALTH MANAGEMENT LLC $181.20M
3952024-07-24 16:06:13BOWMAN & CO S C $173.04M
3962024-07-24 16:05:09BETTER MONEY DECISIONS LLC $132.92M
3972024-07-24 16:03:56BCK PARTNERS INC $193.42M
3982024-07-24 16:02:39AMERICAN FINANCIAL ADVISORS LLC $703.00M
3992024-07-24 16:00:55ALTA WEALTH ADVISORS LLC $200.42M
4002024-07-24 15:59:59ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC $261.21M
4012024-07-24 15:45:40JOSEPH P LUCIA ASSOCIATES LLC $195.22M
4022024-07-24 15:43:12HORIZON BANCORP INC IN $210.43K
4032024-07-24 15:40:24COVE PRIVATE WEALTH LLC $125.13M
4042024-07-24 15:38:28TRAYNOR CAPITAL MANAGEMENT INC $1.33B
4052024-07-24 15:36:51SLOW CAPITAL INC $617.75M
4062024-07-24 15:27:02TRANSCENDENT CAPITAL GROUP LLC $173.53M
4072024-07-24 15:25:46ZWEIG-DIMENNA ASSOCIATES LLC $888.00M
4082024-07-24 15:20:49FAMILY CFO INC $162.46M
4092024-07-24 15:18:31OLDFATHER FINANCIAL SERVICES LLC $243.70M
4102024-07-24 15:17:06COCONUT GROVE BANK $622.96M
4112024-07-24 15:10:08ACT ADVISORS LLC $192.07M
4122024-07-24 15:09:57RETIREMENT SYSTEMS OF ALABAMA $25.85B
4132024-07-24 15:08:20PENBROOK MANAGEMENT LLC $163.83M
4142024-07-24 15:07:03WEST OAK CAPITAL LLC $248.51M
4152024-07-24 15:03:03STRATEGIC FINANCIAL PARTNERS LTD $181.62M
4162024-07-24 15:01:50PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC $120.65M
4172024-07-24 14:56:44PLANNED SOLUTIONS INC $206.60M
4182024-07-24 14:52:48PALADIN ADVISORY GROUP LLC $128.27M
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4202024-07-24 14:45:40WHITE PINE INVESTMENT CO $340.31M
4212024-07-24 14:41:43TRUEWEALTH ADVISORS LLC $270.28M
4222024-07-24 14:41:23KEYNOTE FINANCIAL SERVICES LLC $119.56M
4232024-07-24 14:32:17TOWER BRIDGE ADVISORS $899.74M
4242024-07-24 14:22:40ONCE CAPITAL MANAGEMENT LLC $267.16M
4252024-07-24 14:12:04NICHOLAS CO INC WI $6.01B
4262024-07-24 14:05:52CORUNDUM TRUST COMPANY INC $34.39M
4272024-07-24 14:03:17CATALYST PRIVATE WEALTH LLC $189.04M
4282024-07-24 13:57:05NEW YORK STATE TEACHERS RETIREMENT SYSTEM $47.44M
4292024-07-24 13:55:44EAGLE RIDGE INVESTMENT MANAGEMENT $1.08B
4302024-07-24 13:54:46BAY COLONY ADVISORY GROUP INC D B A BAY COLONY ADVISORS $598.88M
4312024-07-24 13:46:15MEREDITH WEALTH PLANNING $190.85M
4322024-07-24 13:35:35MY LEGACY ADVISORS LLC $312.81M
4332024-07-24 13:35:15RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC $238.73M
4342024-07-24 13:33:29UNIQUE WEALTH STRATEGIES LLC $213.41M
4352024-07-24 13:29:09LRI INVESTMENTS LLC $878.67M
4362024-07-24 13:26:26GILLILAND JETER WEALTH MANAGEMENT LLC $296.88M
4372024-07-24 13:25:56COLTON GROOME FINANCIAL ADVISORS LLC $253.66M
4382024-07-24 13:20:16EDGEROCK CAPITAL LLC $129.18M
4392024-07-24 13:08:59EWA LLC $241.49M
4402024-07-24 13:08:23ADVISORY RESOURCE GROUP $443.07M
4412024-07-24 13:04:55FAMILY FIRM INC $448.48M
4422024-07-24 13:03:49BASKIN FINANCIAL SERVICES INC $1.17M
4432024-07-24 12:42:41CAPITAL INSIGHT PARTNERS LLC $529.87M
4442024-07-24 12:41:20MCADAM LLC $1.66B
4452024-07-24 12:38:18ARGENT CAPITAL MANAGEMENT LLC $3.41B
4462024-07-24 12:25:34CUSTOS FAMILY OFFICE LLC $250.43M
4472024-07-24 12:23:13POLUNIN CAPITAL PARTNERS LTD $586.66K
4482024-07-24 12:21:05SCHWARTZ INVESTMENT COUNSEL INC $2.70B
4492024-07-24 12:19:51PRIVATE WEALTH GROUP LLC $190.40M
4502024-07-24 12:18:05MONARCH CAPITAL MANAGEMENT INC $340.31M
4512024-07-24 12:17:48BEACON CAPITAL MANAGEMENT LLC $543.00M
4522024-07-24 12:13:10WAYPOINT WEALTH PARTNERS INC $342.32M
4532024-07-24 12:12:34TRIBUTARY CAPITAL MANAGEMENT LLC $1.21B
4542024-07-24 12:12:25UNION BANKSHARES CORP $1.60B
4552024-07-24 11:53:51BAY HARBOR WEALTH MANAGEMENT LLC $286.92M
4562024-07-24 11:30:20CEDRUS LLC $199.89M
4572024-07-24 11:28:42MERITAS WEALTH MANAGEMENT LLC $141.80M
4582024-07-24 11:23:01LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM $5.19M
4592024-07-24 11:20:09ARCUS CAPITAL PARTNERS LLC $259.63M
4602024-07-24 11:19:16NATIONWIDE FUND ADVISORS $917.62M
4612024-07-24 11:17:18BEAUMONT FINANCIAL ADVISORS LLC $1.25B
4622024-07-24 11:13:32NORRIS PERNE FRENCH LLP MI $1.38B
4632024-07-24 11:04:55RHEOS CAPITAL WORKS INC $1.91M
4642024-07-24 11:03:34CAPITAL ASSET ADVISORY SERVICES LLC $1.84B
4652024-07-24 10:52:22PINNACLE WEALTH MANAGEMENT GROUP INC $147.79M
4662024-07-24 10:50:20TRUST POINT INC $1.25B
4672024-07-24 10:42:02DT INVESTMENT PARTNERS LLC $1.13B
4682024-07-24 10:20:31WILLIS INVESTMENT COUNSEL $1.44B
4692024-07-24 10:20:01CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC $176.06M
4702024-07-24 10:17:42BKM WEALTH MANAGEMENT LLC $207.96M
4712024-07-24 10:15:20LINCLUDEN MANAGEMENT LTD $823.43K
4722024-07-24 10:13:08ARCATAUR CAPITAL MANAGEMENT LLC $280.52M
4732024-07-24 10:06:52MARINER INVESTMENT GROUP LLC $462.89M
4742024-07-24 09:47:50TRUSTEES OF DARTMOUTH COLLEGE $548.66M
4752024-07-24 09:36:50WESTBRIDGE CAPITAL MANAGEMENT LLC $173.27M
4762024-07-24 09:25:11SUNCOAST EQUITY MANAGEMENT $903.66M
4772024-07-24 09:12:18HT PARTNERS LLC $282.93M
4782024-07-24 09:06:18FAMILY LEGACY INC $279.28M
4792024-07-24 08:51:55QUINTET PRIVATE BANK (EUROPE) SA $1.72B
4802024-07-24 08:46:43ALAN B LANCZ & ASSOCIATES INC $101.14M
4812024-07-24 08:40:21FUNDAMENTUN LLC $1.21B
4822024-07-24 08:39:12STRATOS WEALTH ADVISORS LLC $2.02B
4832024-07-24 08:37:00STRATOS WEALTH PARTNERS LTD $6.25B
4842024-07-24 08:31:47PANTECHNICON ADVISORS LLP $0.00
4852024-07-24 08:07:04FINTRUST CAPITAL ADVISORS LLC $550.61M
4862024-07-24 07:35:08STATE INSURANCE FUND $183.07M
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4882024-07-23 21:59:21MOODY ALDRICH PARTNERS LLC $513.03M
4892024-07-23 21:58:57MCGUIRE INVESTMENT GROUP LLC $697.48M
4902024-07-23 21:58:31CORNERSTONE MANAGEMENT INC $454.80M
4912024-07-23 21:58:08BUCKLEY WEALTH MANAGEMENT LLC $315.52M
4922024-07-23 21:57:44NWAM LLC $340.35M
4932024-07-23 21:57:20KESLER NORMAN AND WRIDE LLC $471.31M
4942024-07-23 21:56:59DORCHESTER WEALTH MANAGEMENT CO $517.57M
4952024-07-23 21:56:35JOEL ISAACSON CO LLC $1.90B
4962024-07-23 21:56:11GUARDIAN INVESTMENT MANAGEMENT $139.75M
4972024-07-23 21:55:40PROSPERITY PLANNING INC $292.54M
4982024-07-23 21:55:20LINCOLN CAPITAL CORP $233.53M
4992024-07-23 21:54:29BLODGETT WEALTH ADVISORS LLC $118.04M
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5012024-07-23 21:53:49THEORY FINANCIAL LLC $211.57M
5022024-07-23 21:53:26PUPLAVA FINANCIAL SERVICES INC $327.45M
5032024-07-23 21:53:07TOUCHSTONE CAPITAL INC $63.73M
5042024-07-23 21:52:45MONTRUSCO BOLTON INVESTMENTS INC $9.53B
5052024-07-23 21:52:24KWB WEALTH $726.97M
5062024-07-23 21:51:54VON BERGE WEALTH MANAGEMENT GROUP LLC $157.31M
5072024-07-23 21:51:32MB GENERATIONAL WEALTH LLC $129.03M
5082024-07-23 20:30:49GUNMA BANK LTD $119.97K
5092024-07-23 19:45:11SYNTAX RESEARCH INC $126.44M
5102024-07-23 19:16:48AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP $130.61M
5112024-07-23 19:14:15COTTAGE STREET ADVISORS LLC $169.48M
5122024-07-23 19:12:03MYRIAD ASSET MANAGEMENT US LP $317.33M
5132024-07-23 18:51:02HANSON MCCLAIN INC $15.51B
5142024-07-23 18:45:14KEYES STANGE & WOOTEN WEALTH MANAGEMENT LLC $143.71M
5152024-07-23 18:37:32OWEN LARUE LLC $161.61M
5162024-07-23 18:34:19PHOCAS FINANCIAL CORP $24.96M
5172024-07-23 18:23:39SPOTLIGHT ASSET GROUP INC $143.18M
5182024-07-23 17:52:55DUMONT BLAKE INVESTMENT ADVISORS LLC $706.35M
5192024-07-23 17:51:34AQUILA INVESTMENT MANAGEMENT LLC $106.56M
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5212024-07-23 17:41:35CITY CENTER ADVISORS LLC $84.85M
5222024-07-23 17:34:50MN WEALTH ADVISORS LLC $172.42M
5232024-07-23 17:17:38JACOBSEN CAPITAL MANAGEMENT $223.82M
5242024-07-23 17:16:33PRECEDENT WEALTH PARTNERS LLC $248.34M
5252024-07-23 17:07:16SOL CAPITAL MANAGEMENT CO $833.31K
5262024-07-23 16:59:55HARBOUR TRUST & INVESTMENT MANAGEMENT CO $838.41M
5272024-07-23 16:58:57TRAPHAGEN INVESTMENT ADVISORS LLC $12.73M
5282024-07-23 16:56:03BENIN MANAGEMENT CORP $329.20M
5292024-07-23 16:51:17AMERICAN NATIONAL BANK $803.07M
5302024-07-23 16:47:28MADISON PARK CAPITAL ADVISORS LLC $119.68M
5312024-07-23 16:45:04INLET PRIVATE WEALTH LLC $365.46M
5322024-07-23 16:41:31MOSS ADAMS WEALTH ADVISORS LLC $724.60M
5332024-07-23 16:40:36KEELER THOMAS MANAGEMENT LLC $293.47M
5342024-07-23 16:36:26TEVIS INVESTMENT MANAGEMENT $124.50M
5352024-07-23 16:36:14SANDY COVE ADVISORS LLC $224.65M
5362024-07-23 16:35:42TRUST CO OF KANSAS $191.29K
5372024-07-23 16:35:09FINANCIAL SYNERGIES WEALTH ADVISORS INC $742.33M
5382024-07-23 16:33:24PRIVATE ADVISORY GROUP LLC $768.30M
5392024-07-23 16:30:14GRIDIRON PARTNERS LLC $157.04M
5402024-07-23 16:29:50CANOE FINANCIAL LP $5.40B
5412024-07-23 16:24:46TRUST CO OF OKLAHOMA $284.74M
5422024-07-23 16:22:18PRIVATE WEALTH ADVISORS LLC $259.67M
5432024-07-23 16:20:31DARROW COMPANY INC $153.68M
5442024-07-23 16:17:38HERITAGE FINANCIAL SERVICES LLC $697.09M
5452024-07-23 16:14:58KOA WEALTH MANAGEMENT LLC $118.33M
5462024-07-23 16:00:07OAK FAMILY ADVISORS LLC $291.75M
5472024-07-23 15:55:26H&H RETIREMENT DESIGN & MANAGEMENT INC $161.95M
5482024-07-23 15:52:35RICHARD W PAUL & ASSOCIATES LLC $259.08M
5492024-07-23 15:52:30FIRST NATIONAL BANK TRUST CO OF NEWTOWN $492.21M
5502024-07-23 15:51:33JOULE FINANCIAL LLC $37.29M
5512024-07-23 15:46:43GRIFFIN ASSET MANAGEMENT INC $863.25M
5522024-07-23 15:40:38GRAY PRIVATE WEALTH LLC $156.04M
5532024-07-23 15:31:44PROFFITT GOODSON INC $566.75M
5542024-07-23 15:29:08PLIMOTH TRUST CO LLC $374.78M
5552024-07-23 15:18:22WESPAC ADVISORS SOCAL LLC $398.12M
5562024-07-23 15:15:26KILEY JUERGENS WEALTH MANAGEMENT LLC $360.04M
5572024-07-23 15:14:00PSI ADVISORS LLC $315.97M
5582024-07-23 15:12:37MARMO FINANCIAL GROUP LLC $165.44M
5592024-07-23 15:09:541620 INVESTMENT ADVISORS INC $130.53M
5602024-07-23 15:05:26LONGITUDE (CAYMAN) LTD $157.74M
5612024-07-23 15:02:41ALPHA FINANCIAL ADVISORS LLC $207.76M
5622024-07-23 14:57:24HENNESSY ADVISORS INC $2.64B
5632024-07-23 14:55:40ST JAMES INVESTMENT COMPANY LLC $571.64M
5642024-07-23 14:51:08LAFLEUR GODFREY LLC $681.51M
5652024-07-23 14:47:25ATLAS BROWN INC $278.90M
5662024-07-23 14:46:12LEVEL FINANCIAL ADVISORS INC $230.75M
5672024-07-23 14:44:37AEGON USA INVESTMENT MANAGEMENT LLC $125.61M
5682024-07-23 14:43:10SCHARF INVESTMENTS LLC $3.51B
5692024-07-23 14:30:48BOOTHE INVESTMENT GROUP INC $215.77K
5702024-07-23 14:29:44BRIDGE ADVISORY LLC $202.98M
5712024-07-23 14:27:44THOMPSON DAVIS & CO INC $115.29M
5722024-07-23 14:22:19HTLF BANK $878.91M
5732024-07-23 14:12:37INCOME RESEARCH MANAGEMENT $173.43M
5742024-07-23 14:11:16GYL FINANCIAL SYNERGIES LLC $1.29B
5752024-07-23 14:02:22ALL SEASON FINANCIAL ADVISORS INC $110.30M
5762024-07-23 13:54:49PERENNIAL ADVISORS LLC $446.14M
5772024-07-23 13:39:49U S GLOBAL INVESTORS INC $1.05B
5782024-07-23 13:36:42GENEOS WEALTH MANAGEMENT INC $2.25B
5792024-07-23 13:31:02HILLMAN CO $208.54M
5802024-07-23 13:30:44FORTIS CAPITAL MANAGEMENT LLC $468.94M
5812024-07-23 13:08:04NEXUS INVESTMENT MANAGEMENT INC $952.08M
5822024-07-23 12:56:12KEYSTONE FINANCIAL SERVICES $241.34M
5832024-07-23 12:42:48NEWSQUARE CAPITAL LLC $1.16B
5842024-07-23 12:39:44STABLEFORD CAPITAL II LLC $254.47M
5852024-07-23 12:38:31COURIER CAPITAL CORP $1.26B
5862024-07-23 12:35:40HORST & GRABEN WEALTH MANAGEMENT LLC $523.45M
5872024-07-23 12:27:46SUMMERHAVEN INVESTMENT MANAGEMENT LLC $152.05M
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5892024-07-23 12:23:19VINLAND CAPITAL MANAGEMENT GESTORA DE RECURSOS LTDA $153.82M
5902024-07-23 12:21:58LAURUS INVESTMENT COUNSEL INC $242.01M
5912024-07-23 12:18:44VISHRIA BIRD FINANCIAL GROUP LLC $238.03K
5922024-07-23 12:14:43PROEQUITIES INC $1.60B
5932024-07-23 12:06:12RMR WEALTH BUILDERS $871.40M
5942024-07-23 12:05:23GRANITE GROUP ADVISORS LLC $132.01M
5952024-07-23 11:48:42CARL P SHERR & CO LLC $179.30M
5962024-07-23 11:42:00YODER WEALTH MANAGEMENT INC $154.45M
5972024-07-23 11:33:46RE ADVISERS CORP $4.06B
5982024-07-23 11:31:30QUANTITATIVE STRATEGIES INC $175.19M
5992024-07-23 11:27:37FARMERS MERCHANTS TRUST CO OF CHAMBERSBURG PA $247.66K
6002024-07-23 11:27:01GLOBAL RETIREMENT PARTNERS LLC $3.19B
6012024-07-23 11:26:34WARNER FINANCIAL INC $205.05K
6022024-07-23 11:25:44CONTINUUM WEALTH ADVISORS LLC $190.06M
6032024-07-23 11:14:59TROY ASSET MANAGEMENT LTD $2.90M
6042024-07-23 11:06:07SAGACE WEALTH MANAGEMENT LLC $102.25M
6052024-07-23 11:04:51GODSEY GIBB ASSOCIATES $967.36M
6062024-07-23 10:58:20SHELTON WEALTH MANAGEMENT LLC $176.37M
6072024-07-23 10:55:28HARVEY INVESTMENT CO LLC $836.38K
6082024-07-23 10:48:56EXCHANGE CAPITAL MANAGEMENT INC $613.90M
6092024-07-23 10:45:09BYRNE ASSET MANAGEMENT LLC $140.18M
6102024-07-23 10:43:17MARQUARD & BAHLS AG $0.00
6112024-07-23 10:41:36VICUS CAPITAL $1.11B
6122024-07-23 10:32:59PHILIP JAMES WEALTH MANGEMENT LLC $150.26M
6132024-07-23 10:23:43BURNS J W CO INC NY $740.52M
6142024-07-23 10:21:02LINDSELL TRAIN LTD $4.33B
6152024-07-23 10:20:41XCEL WEALTH MANAGEMENT LLC $319.37M
6162024-07-23 10:18:11IOWA STATE BANK $452.53M
6172024-07-23 10:11:24BUSEY TRUST CO $2.92B
6182024-07-23 10:10:13BEAR MOUNTAIN CAPITAL INC $245.81M
6192024-07-23 10:07:52TFC FINANCIAL MANAGEMENT $570.23M
6202024-07-23 09:54:13ONE ADVISORY PARTNERS LLC $216.89M
6212024-07-23 09:32:18MEADOWBROOK INVESTMENT ADVISORS LLC $105.62M
6222024-07-23 09:30:35TSP CAPITAL MANAGEMENT GROUP LLC $318.96M
6232024-07-23 09:27:15SECURITY FINANCIAL SERVICES INC $460.20M
6242024-07-23 09:26:44TOWNELEY CAPITAL MANAGEMENT INC DE $426.35M
6252024-07-23 09:24:55STEGNER INVESTMENT ASSOCIATES INC $139.01M
6262024-07-23 09:24:54VALICENTI ADVISORY SERVICES INC $372.49K
6272024-07-23 09:13:47ROCKLAND TRUST CO $1.90B
6282024-07-23 09:12:52UNITED BANK $200.38M
6292024-07-23 09:08:19MACROVIEW INVESTMENT MANAGEMENT LLC $94.41M
6302024-07-23 09:02:23CRESTONE ASSET MANAGEMENT LLC $0.00
6312024-07-23 09:01:12FIRST BANCORP INC $135.33M
6322024-07-23 08:44:36BRIGHT ROCK CAPITAL MANAGEMENT LLC $474.36M
6332024-07-23 08:41:24EASTERN BANK $2.48B
6342024-07-23 08:40:28BENCHMARK FINANCIAL WEALTH ADVISORS LLC $269.93M
6352024-07-23 08:25:28ESSEX SAVINGS BANK $371.54M
6362024-07-23 07:57:13FIFTH THIRD WEALTH ADVISORS LLC $1.32B
6372024-07-23 07:14:10LECAP ASSET MANAGEMENT LTD $463.00M
6382024-07-23 06:07:59BANK HAPOALIM BM $707.18K
6392024-07-23 06:01:42AYALON HOLDINGS LTD $303.69K
6402024-07-22 21:46:08ALL STARS INVESTMENT LTD $280.18M
6412024-07-22 20:52:42CALDWELL SUTTER CAPITAL INC $202.07M
6422024-07-22 20:44:41HIKARI POWER LTD $1.11M
6432024-07-22 20:25:25FACTORIAL MANAGEMENT LTD $14.40K
6442024-07-22 20:17:30ELSER FINANCIAL PLANNING INC $598.62M
6452024-07-22 20:05:37SILCHESTER INTERNATIONAL INVESTORS LLP $567.12M
6462024-07-22 19:18:50SIGNAL ADVISORS WEALTH LLC $45.72M
6472024-07-22 18:34:58TRILOGY CAPITAL INC $1.84B
6482024-07-22 18:29:31HARBOUR INVESTMENT MANAGEMENT LLC $216.46M
6492024-07-22 18:25:13STRATEGIC INVESTMENT ADVISORS MI $820.33M
6502024-07-22 18:06:34A16Z PERENNIAL MANAGEMENT LP $1.10B
6512024-07-22 17:54:01FINANCIAL FREEDOM LLC $176.03M
6522024-07-22 17:52:56CREDIT CAPITAL INVESTMENTS LLC $79.72M
6532024-07-22 17:52:24RIVERTREE ADVISORS LLC $146.32M
6542024-07-22 17:52:04FOCUS WEALTH ADVISORS LLC $194.82M
6552024-07-22 17:51:40BEACH POINT CAPITAL MANAGEMENT LP $282.39M
6562024-07-22 17:51:18ARMSTRONG FLEMING & MOORE INC $155.93M
6572024-07-22 17:50:54DAVID J YVARS GROUP $159.82M
6582024-07-22 17:50:29PEAK FINANCIAL MANAGEMENT INC $319.48M
6592024-07-22 17:50:03SEGMENT WEALTH MANAGEMENT LLC $1.36B
6602024-07-22 17:49:17ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD $844.44M
6612024-07-22 17:48:50FACTORY MUTUAL INSURANCE CO $8.78B
6622024-07-22 17:48:24MCCARTHY & COX $260.54M
6632024-07-22 17:47:16LINCOLN CAPITAL LLC $448.13M
6642024-07-22 17:46:45ROBECO INSTITUTIONAL ASSET MANAGEMENT B V $46.48B
6652024-07-22 17:43:50DUPREE FINANCIAL GROUP LLC $219.96M
6662024-07-22 17:43:21KG L CAPITAL MANAGEMENT LLC $289.08M
6672024-07-22 17:34:14ESSEX LLC $447.10M
6682024-07-22 17:32:57WINDWARD PRIVATE WEALTH MANAGEMENT INC $246.99M
6692024-07-22 17:29:13LEGACY CG LLC $293.60M
6702024-07-22 17:27:37SOUTHERN FARM BUREAU LIFE INSURANCE $608.58K
6712024-07-22 17:27:10BRICKLEY WEALTH MANAGEMENT $456.58M
6722024-07-22 17:19:37CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC $234.02M
6732024-07-22 16:58:51ONYX BRIDGE WEALTH GROUP LLC $609.11M
6742024-07-22 16:54:34GRACE WHITE INC NY $532.48M
6752024-07-22 16:48:49GRAYBILL BARTZ ASSOC LTD $246.39K
6762024-07-22 16:48:47INVESTMENT HOUSE LLC $1.75B
6772024-07-22 16:47:58SIGNIFY WEALTH $69.50M
6782024-07-22 16:45:08MATSON MONEY INC $3.01B
6792024-07-22 16:40:16RELIANT INVESTMENT MANAGEMENT LLC $212.31M
6802024-07-22 16:36:24PACIFIC WEALTH STRATEGIES GROUP INC $121.09M
6812024-07-22 16:35:49ATRIA WEALTH SOLUTIONS INC $9.06B
6822024-07-22 16:34:26SECURITY NATIONAL BANK $688.66M
6832024-07-22 16:28:55BARON FINANCIAL GROUP LLC $157.26M
6842024-07-22 16:27:21BAY RIVERS GROUP $192.37M
6852024-07-22 16:25:20BURR FINANCIAL SERVICES LLC $143.22M
6862024-07-22 16:23:51SLOY DAHL & HOLST LLC $476.22M
6872024-07-22 16:23:18GENEVA PARTNERS LLC $242.76M
6882024-07-22 16:22:47CENTENNIAL WEALTH ADVISORY LLC $230.78M
6892024-07-22 16:21:39FLAGSHIP PRIVATE WEALTH LLC $168.95M
6902024-07-22 16:21:22BLUEDRIVE GLOBAL INVESTORS LLP $87.61M
6912024-07-22 16:21:11APCM WEALTH MANAGEMENT FOR INDIVIDUALS $644.63M
6922024-07-22 16:19:51FOX FINANCIAL INC $108.46M
6932024-07-22 16:16:49LYNCH ASSET MANAGEMENT INC $234.27M
6942024-07-22 16:15:44OAK HARVEST INVESTMENT SERVICES $588.00M
6952024-07-22 16:13:55RANDOLPH CO INC $815.61M
6962024-07-22 16:12:29FIFTH THIRD BANCORP $26.26B
6972024-07-22 16:11:18RTD FINANCIAL ADVISORS INC $743.59M
6982024-07-22 16:09:54VERACITY CAPITAL LLC $240.20M
6992024-07-22 15:58:45KIRR MARBACH CO LLC IN $415.65M
7002024-07-22 15:53:35XML FINANCIAL LLC $993.72M
7012024-07-22 15:48:29AMPLIUS WEALTH ADVISORS LLC $898.81M
7022024-07-22 15:37:06MAREST CAPITAL LLC $112.58M
7032024-07-22 15:35:18IRON HORSE WEALTH MANAGEMENT LLC $261.85M
7042024-07-22 15:21:57MCMAHON FINANCIAL ADVISORS LLC $457.70M
7052024-07-22 15:19:27DIVERSIFIED PORTFOLIOS INC $759.04M
7062024-07-22 15:14:45NEWPORT ASIA LLC $2.77M
7072024-07-22 15:13:23CRESCENT GROVE ADVISORS LLC $912.73M
7082024-07-22 15:12:56PROSSIMO ADVISORS LLC $110.50K
7092024-07-22 15:09:00ORGEL WEALTH MANAGEMENT LLC $3.70B
7102024-07-22 14:59:28WALLINGTON ASSET MANAGEMENT LLC $654.20K
7112024-07-22 14:48:02HERITAGE INVESTMENT GROUP INC $486.22M
7122024-07-22 14:42:35MOTIVE WEALTH ADVISORS $166.49M
7132024-07-22 14:41:44JNBA FINANCIAL ADVISORS $947.80M
7142024-07-22 14:35:02STRENGTHENING FAMILIES & COMMUNITIES LLC $348.64K
7152024-07-22 14:33:40STRATEGIC INVESTMENT MANAGEMENT LLC $93.42M
7162024-07-22 14:21:13MONTE FINANCIAL GROUP LLC $226.50M
7172024-07-22 14:20:34TREASURE COAST FINANCIAL PLANNING $151.65M
7182024-07-22 14:12:56DELTA CAPITAL MANAGEMENT LLC $165.42M
7192024-07-22 14:10:18RYE BROOK CAPITAL LLC $76.02K
7202024-07-22 14:08:20GRATUS WEALTH ADVISORS LLC $580.01M
7212024-07-22 14:02:46FINANCIAL MANAGEMENT NETWORK INC $416.66M
7222024-07-22 14:02:13KAYE CAPITAL MANAGEMENT $237.51M
7232024-07-22 14:00:10COMMERZBANK AKTIENGESELLSCHAFT FI $3.03M
7242024-07-22 14:00:01LEGACY CAPITAL GROUP CALIFORNIA INC $277.35M
7252024-07-22 13:59:40CAPITAL INVESTMENT COUNSEL INC $663.83M
7262024-07-22 13:56:51SUMMIT GLOBAL INVESTMENTS $1.48M
7272024-07-22 13:53:12CARSONALLARIA WEALTH MANAGEMENT LTD $163.42M
7282024-07-22 13:53:02MASSO TORRENCE WEALTH MANAGEMENT INC $180.29M
7292024-07-22 13:46:47HALL LAURIE J TRUSTEE $287.23K
7302024-07-22 13:44:21CHEVY CHASE TRUST HOLDINGS INC $31.34B
7312024-07-22 13:38:23GFG CAPITAL LLC $376.66M
7322024-07-22 13:37:28NADLER FINANCIAL GROUP INC $850.86M
7332024-07-22 13:34:53ENZI WEALTH $227.17M
7342024-07-22 13:33:11HORIZONS WEALTH MANAGEMENT $126.43M
7352024-07-22 13:28:15INVESTMENT PLANNING ADVISORS INC $195.98M
7362024-07-22 13:21:00CALDWELL INVESTMENT MANAGEMENT LTD $132.89M
7372024-07-22 13:16:34AYRSHIRE CAPITAL MANAGEMENT LLC $196.24M
7382024-07-22 13:13:14RUNNING OAK CAPITAL LLC $644.83M
7392024-07-22 13:09:41AMPFIELD MANAGEMENT LP $108.52K
7402024-07-22 13:03:28KRILOGY FINANCIAL LLC $1.36B
7412024-07-22 13:01:39FINANCIAL ADVISORY PARTNERS LLC $267.42M
7422024-07-22 12:53:36PBMARES WEALTH MANAGEMENT LLC $407.47M
7432024-07-22 12:48:20SWISHER FINANCIAL CONCEPTS INC $98.66K
7442024-07-22 12:47:04MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC $459.58M
7452024-07-22 12:46:15GREENUP STREET WEALTH MANAGEMENT LLC $425.08M
7462024-07-22 12:45:29HARVEY CAPITAL MANAGEMENT INC $380.45M
7472024-07-22 12:44:59CURRAN FINANCIAL PARTNERS LLC $299.00M
7482024-07-22 12:43:54HOERTKORN RICHARD CHARLES $229.65M
7492024-07-22 12:41:35CITIZENS NATIONAL BANK TRUST DEPARTMENT $449.12M
7502024-07-22 12:41:14CARDEROCK CAPITAL MANAGEMENT INC $382.16M
7512024-07-22 12:34:04LAM GROUP INC $118.64M
7522024-07-22 12:32:43BAKER CHAD R $479.06M
7532024-07-22 12:30:12CASTLE WEALTH MANAGEMENT LLC $208.76M
7542024-07-22 12:29:09COORDINATED FINANCIAL SERVICES INC CO $116.82M
7552024-07-22 12:27:36CARDINAL STRATEGIC WEALTH GUIDANCE $277.39M
7562024-07-22 12:26:33SIGNALPOINT ASSET MANAGEMENT LLC $374.48M
7572024-07-22 12:20:48WISER WEALTH MANAGEMENT INC $323.00M
7582024-07-22 12:18:34GREENLEAF TRUST $10.54B
7592024-07-22 12:11:18MATTHEW GOFF INVESTMENT ADVISOR LLC $490.04M
7602024-07-22 12:10:08HOLISTIC PLANNING LLC $130.13M
7612024-07-22 12:01:25SANTORI PETERS INC $234.05M
7622024-07-22 12:01:24WEALTH QUARTERBACK LLC $176.41M
7632024-07-22 11:57:01O BRIEN WEALTH PARTNERS LLC $444.88M
7642024-07-22 11:55:02WENDELL DAVID ASSOCIATES INC $981.39K
7652024-07-22 11:53:46CARY STREET PARTNERS ASSET MANAGEMENT LLC $680.92M
7662024-07-22 11:51:48SMART PORTFOLIOS LLC $99.23M
7672024-07-22 11:48:08CABLE HILL PARTNERS LLC $921.72M
7682024-07-22 11:41:06OSBORNE PARTNERS CAPITAL MANAGEMENT LLC $1.67B
7692024-07-22 11:36:20GUYASUTA INVESTMENT ADVISORS INC $1.36B
7702024-07-22 11:32:22ALASKA PERMANENT CAPITAL MANAGEMENT $1.17B
7712024-07-22 11:23:42CHURCHILL MANAGEMENT CORP $8.48B
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7732024-07-22 11:21:48WEYBOSSET RESEARCH MANAGEMENT LLC $266.82K
7742024-07-22 11:16:27HIGH GROUND INVESTMENT MANAGEMENT LLP $256.48M
7752024-07-22 11:14:26FULCRUM CAPITAL LLC $439.19M
7762024-07-22 11:10:56ERVIN INVESTMENT MANAGEMENT LLC $144.31M
7772024-07-22 11:07:08CARY STREET PARTNER INVESTMENT ADVISORY LLC $2.47B
7782024-07-22 10:58:15SANIBEL CAPTIVA TRUST COMPANY INC $2.92B
7792024-07-22 10:53:45LONGVIEW WEALTH MANAGEMENT $270.80M
7802024-07-22 10:53:09CONSOLIDATED INVESTMENT GROUP LLC $644.92K
7812024-07-22 10:49:57CANTON HATHAWAY LLC $365.57K
7822024-07-22 10:47:06BIGSUR WEALTH MANAGEMENT LLC $326.61M
7832024-07-22 10:28:59CUSHING ASSET MANAGEMENT LP $1.26B
7842024-07-22 10:27:25FOCUS FINANCIAL NETWORK INC $2.34B
7852024-07-22 10:16:22LIBERTY ONE INVESTMENT MANAGEMENT LLC $887.39K
7862024-07-22 10:13:20HOBBS GROUP ADVISORS LLC $262.92M
7872024-07-22 10:00:25IFG ADVISORS LLC $423.18M
7882024-07-22 09:56:11GRANT GROSSMENDELSOHN LLC $218.65M
7892024-07-22 09:16:03GRIMES COMPANY INC $3.34B
7902024-07-22 09:08:58F V CAPITAL MANAGEMENT LLC $342.10K
7912024-07-22 09:05:30MEDITOR GROUP LTD $54.06M
7922024-07-22 08:43:54PEOPLES BANK NATIONAL ASSOCIATION $192.71M
7932024-07-22 08:23:37ONE + ONE WEALTH MANAGEMENT LLC $349.47M
7942024-07-22 08:00:52OPINICUS CAPITAL INC $118.64M
7952024-07-22 07:38:57HAREL INSURANCE INVESTMENTS FINANCIAL SERVICES LTD $5.31M
7962024-07-22 06:55:42INVESTEC ASSET MANAGEMENT PTY LTD $645.06M
7972024-07-22 06:48:23INVESTEC ASSET MANAGEMENT LTD $36.22B
7982024-07-22 06:35:23INVESTEC ASSET MANAGEMENT NORTH AMERICA INC $1.98B
7992024-07-19 20:20:10WEALTHSPAN PARTNERS LLC $181.21M
8002024-07-19 20:17:54SEACREST WEALTH MANAGEMENT LLC $878.75M
8012024-07-19 20:12:23SUNPOINTE LLC $153.73M
8022024-07-19 20:09:25RIVERSTONE ADVISORS LLC $162.73M
8032024-07-19 20:07:22PERFROMANCE WEALTH PARTNERS LLC $2.71B
8042024-07-19 20:03:10PARADIEM LLC $398.76M
8052024-07-19 20:01:09PALLAS CAPITAL ADVISORS LLC $2.22B
8062024-07-19 19:59:30MBE WEALTH MANAGEMENT LLC $165.20M
8072024-07-19 19:57:47M3 ADVISORY GROUP LLC $121.46M
8082024-07-19 19:56:09HORIZON WEALTH MANAGEMENT LLC $419.80M
8092024-07-19 19:54:21HERBST GROUP LLC $164.45M
8102024-07-19 19:52:25GERBER LLC $127.12M
8112024-07-19 19:50:08ESSEX PRIVATE WEALTH MANAGEMENT LLC $39.31M
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8142024-07-19 19:43:48DENVER WEALTH MANAGEMENT INC $199.65M
8152024-07-19 19:41:53OAKMONT PARTNERS LLC $4.26B
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8172024-07-19 19:36:27CLARUS GROUP INC $226.48M
8182024-07-19 19:34:47CASSIA CAPITAL PARTNERS LLC $151.67M
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8212024-07-19 19:27:47ASPEN WEALTH STRATEGIES LLC $143.81M
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8242024-07-19 18:14:38FULCRUM EQUITY MANAGEMENT $111.42M
8252024-07-19 18:12:00GRADIENT CAPITAL ADVISORS LLC $279.80M
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8272024-07-19 17:52:13MAYFAIR ADVISORY GROUP LLC $147.67M
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8292024-07-19 17:49:24CHICO WEALTH RIA $103.14M
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8322024-07-19 17:33:35WALTER PUBLIC INVESTMENTS INC $522.51M
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8352024-07-19 17:31:40CARNEGIE CAPITAL ASSET MANAGEMENT LLC $3.21B
8362024-07-19 17:31:20TORON CAPITAL MARKETS INC $1.29B
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8382024-07-19 17:28:42ADE LLC $148.18M
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8402024-07-19 17:27:53YOUNGS ADVISORY GROUP INC $227.87M
8412024-07-19 17:27:33MONECO ADVISORS LLC $680.45M
8422024-07-19 17:26:56CANTOR FITZGERALD INVESTMENT ADVISER L P $1.30B
8432024-07-19 17:26:30BLOSSOM WEALTH MANAGEMENT $45.94M
8442024-07-19 17:26:08ONYX FINANCIAL ADVISORS LLC $166.93M
8452024-07-19 17:24:37GREYLIN INVESTMENT MANGEMENT INC $597.89M
8462024-07-19 17:24:05JOHNSON BIXBY AND ASSOCIATES LLC $596.98M
8472024-07-19 17:23:39RBA WEALTH MANAGEMENT LLC $249.54M
8482024-07-19 17:23:17PACIFIC SUN FINANCIAL CORP $169.08M
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8502024-07-19 17:20:44WILLNER & HELLER LLC $104.38M
8512024-07-19 17:20:25GARRETT WEALTH ADVISORY GROUP LLC $272.67M
8522024-07-19 17:20:02SHAYNE CO LLC $360.30M
8532024-07-19 17:19:36BETTERWEALTH LLC $313.78M
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11112024-07-18 09:08:22ABNER HERRMAN BROCK LLC $789.20K
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12342024-07-17 11:57:21LORING WOLCOTT COOLIDGE FIDUCIARY ADVISORS LLP MA $10.86B
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12812024-07-16 18:35:24ROBBINS FARLEY LLC $188.21M
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13012024-07-16 16:20:19PATTON FUND MANAGEMENT INC $474.13M
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13112024-07-16 15:52:24HENDLEY CO INC $278.57K
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13212024-07-16 14:40:57WHITEHELM CAPITAL PTY LTD $63.54M
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13252024-07-16 14:36:55TSFG LLC $427.75K
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13322024-07-16 14:09:02MOSELEY INVESTMENT MANAGEMENT INC $215.38M
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13372024-07-16 14:06:45PLATT INVESTMENT COUNSEL LLC $103.99M
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13412024-07-16 14:02:24KEY CLIENT FIDUCIARY ADVISORS LLC $201.22M
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13452024-07-16 13:55:46FORTRESS WEALTH MANAGEMENT INC $195.50M
13462024-07-16 13:55:37FERGUSON WELLMAN CAPITAL MANAGEMENT INC $4.92B
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13482024-07-16 13:48:34V SQUARE QUANTITATIVE MANAGEMENT LLC $617.04M
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13512024-07-16 13:35:15ORBA WEALTH ADVISORS LLC $193.22M
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13582024-07-16 13:30:56BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO $780.60K
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13602024-07-16 13:30:26ARLINGTON FINANCIAL ADVISORS LLC $456.29M
13612024-07-16 13:29:11180 WEALTH ADVISORS LLC $613.14M
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13662024-07-16 13:23:36COUNTRY CLUB BANK GFN $1.44B
13672024-07-16 13:20:37EAGLE CAPITAL MANAGEMENT LLC LA $226.94K
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13712024-07-16 12:37:16ADAMS WEALTH MANAGEMENT $434.39M
13722024-07-16 12:34:38SAMSON ROCK CAPITAL LLP $134.80M
13732024-07-16 12:28:59COMPASS WEALTH MANAGEMENT LLC $405.17M
13742024-07-16 12:26:45JTC EMPLOYER SOLUTIONS TRUSTEEE LTD $1.50M
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13762024-07-16 12:14:47COVEA FINANCE $2.18B
13772024-07-16 12:09:53DOCK STREET ASSET MANAGEMENT INC $714.99M
13782024-07-16 11:56:37MUSTARD SEED FINANCIAL LLC $104.50M
13792024-07-16 11:55:29SHORE POINT ADVISORS LLC $176.10M
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13812024-07-16 11:44:43WEALTHBRIDGE INVESTMENT COUNSEL INC $261.42K
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13832024-07-16 11:36:21GRANDVIEW ASSET MANAGEMENT LLC $170.85K
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13852024-07-16 11:23:35ULLAND INVESTMENT ADVISORS LLC $143.86K
13862024-07-16 11:22:12CAPSTONE CAPITAL WEALTH ADVISORS $111.88M
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13882024-07-16 11:13:19FUTURE FINANCIAL WEALTH MANAGMENT LLC $113.76M
13892024-07-16 11:11:24SAGEWORTH TRUST CO $1.59B
13902024-07-16 11:05:47TOTH FINANCIAL ADVISORY CORP $786.79M
13912024-07-16 11:05:42SAGEWORTH TRUST CO OF SOUTH DAKOTA $68.08M
13922024-07-16 11:05:23INDEPENDENT INVESTORS INC $455.67M
13932024-07-16 11:02:18LIVE OAK INVESTMENT PARTNERS $120.80M
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13952024-07-16 10:55:19FRIEDENTHAL FINANCIAL $160.39M
13962024-07-16 10:53:42COX CAPITAL CO LLC $165.47M
13972024-07-16 10:51:03BURKE HERBERT BANK TRUST CO $411.40M
13982024-07-16 10:46:13KURE ADVISORY LLC $121.83M
13992024-07-16 10:32:46HART & PATTERSON FINANCIAL GROUP LLC $201.90M
14002024-07-16 10:30:05TRAVEKA WEALTH LLC $204.87M
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14032024-07-16 10:17:57MEYER HANDELMAN CO $2.44B
14042024-07-16 10:16:04FOGUTH WEALTH MANAGEMENT LLC $226.84M
14052024-07-16 10:12:55AMELIORA WEALTH MANAGEMENT LTD $220.31M
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14072024-07-16 10:05:31MASON & ASSOCIATES LLC $304.59M
14082024-07-16 09:57:03WEALTH ENHANCEMENT ADVISORY SERVICES LLC $42.10B
14092024-07-16 09:56:19WJ INTERESTS LLC $200.81M
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14112024-07-16 09:46:07FCG INVESTMENT CO $131.86M
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14142024-07-16 09:39:43IPSWICH INVESTMENT MANAGEMENT CO INC $427.23M
14152024-07-16 09:35:54DAKOTA COMMUNITY BANK & TRUST NA $18.59M
14162024-07-16 09:34:36SMITH HOWARD WEALTH MANAGEMENT LLC $336.70M
14172024-07-16 09:33:46DIVERSIFIED TRUST CO $3.54B
14182024-07-16 09:32:12APEIRON RIA LLC $326.46M
14192024-07-16 09:23:45BCS WEALTH MANAGEMENT $205.55K
14202024-07-16 09:19:45MOULTON WEALTH MANAGEMENT INC $110.33M
14212024-07-16 09:14:55ALBERT D MASON INC $147.96M
14222024-07-16 08:57:24SJS INVESTMENT CONSULTING INC $516.27M
14232024-07-16 08:42:01BORDER TO COAST PENSIONS PARTNERSHIP LTD $4.24M
14242024-07-16 08:41:35MAJ INVEST HOLDING A S $3.60M
14252024-07-16 08:39:02JAMES HAMBRO PARTNERS $2.15B
14262024-07-16 07:59:42NOBLE FAMILY WEALTH LLC $347.39M
14272024-07-16 06:26:01M&G PLC $25.35B
14282024-07-15 19:31:08INDEPENDENCE ASSET ADVISORS LLC $4.17M
14292024-07-15 19:19:52KENNICOTT CAPITAL MANAGEMENT LLC $240.47M
14302024-07-15 19:10:31EWG ELEVATE INC $273.72M
14312024-07-15 18:41:17AGATE PASS INVESTMENT MANAGEMENT LLC $187.99M
14322024-07-15 18:33:56GEMMER ASSET MANAGEMENT LLC $934.53M
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14352024-07-15 17:24:47PEOPLES BANK KS $128.17M
14362024-07-15 17:07:06STERLING FINANCIAL GROUP INC $220.31M
14372024-07-15 16:58:11STORDAHL CAPITAL MANAGEMENT INC $399.64M
14382024-07-15 16:55:22AHL INVESTMENT MANAGEMENT INC $136.36M
14392024-07-15 16:49:58S R SCHILL ASSOCIATES $228.31M
14402024-07-15 16:44:55ANDREW HILL INVESTMENT ADVISORS INC $120.69M
14412024-07-15 16:33:57FIFTH THIRD SECURITIES INC $1.08B
14422024-07-15 16:33:46LIONSBRIDGE WEALTH MANAGEMENT LLC $124.84M
14432024-07-15 16:33:24MATRIX ASSET ADVISORS INC NY $837.46M
14442024-07-15 16:31:15AMERICAN ASSET MANAGEMENT INC $84.28M
14452024-07-15 16:30:09COHEN KLINGENSTEIN LLC $2.76B
14462024-07-15 16:29:20ASPIRIANT LLC $2.45B
14472024-07-15 16:28:54NORTHEAST FINANCIAL GROUP INC $233.57M
14482024-07-15 16:23:16BALLAST INC $324.88M
14492024-07-15 16:21:36WALKER FINANCIAL SERVICES INC $127.91M
14502024-07-15 16:18:01PARK NATIONAL CORP OH $2.71B
14512024-07-15 16:16:46D SCOTT NEAL INC $179.65M
14522024-07-15 16:12:42ASSET MANAGEMENT ADVISORS LLC $130.97M
14532024-07-15 16:07:40ASPIRE PRIVATE CAPITAL LLC $388.23M
14542024-07-15 16:05:50PATRIOT INVESTMENT MANAGEMENT INC $1.28B
14552024-07-15 15:58:50PACHIRA INVESTMENTS INC $112.82M
14562024-07-15 15:53:28BRAVE ASSET MANAGEMENT INC $392.56M
14572024-07-15 15:50:39RFG HOLDINGS INC $262.85M
14582024-07-15 15:42:30OCCIDENTAL ASSET MANAGEMENT LLC $569.83M
14592024-07-15 15:39:40GIBSON CAPITAL LLC $452.86M
14602024-07-15 15:32:54D B ROOT COMPANY LLC $293.10M
14612024-07-15 15:32:10FINANCIAL PARTNERS GROUP LLC $257.60M
14622024-07-15 15:32:01CROWN OAK ADVISORS LLC $176.96M
14632024-07-15 15:31:52SIGNATURE WEALTH MANAGEMENT PARTNERS LLC $131.55M
14642024-07-15 15:27:52EMERALD ADVISORS LLC $658.56M
14652024-07-15 15:26:50TERRA NOVA ASSET MANAGEMENT LLC $126.75M
14662024-07-15 15:26:20SEQUOIA FINANCIAL ADVISORS LLC $8.30B
14672024-07-15 15:24:46WERLINICH ASSET MANAGEMENT LLC $160.69M
14682024-07-15 15:24:23TRINITY WEALTH MANAGEMENT LLC $200.48M
14692024-07-15 15:24:00ALPHA CUBED INVESTMENTS LLC $2.10B
14702024-07-15 15:23:47SIGNATURE WEALTH MANAGEMENT GROUP $228.34K
14712024-07-15 15:23:37ADVISOR RESOURCE COUNCIL $54.70M
14722024-07-15 15:23:12PCG WEALTH ADVISORS LLC $229.88M
14732024-07-15 15:21:51LVW ADVISORS LLC $684.05M
14742024-07-15 15:21:19STRONG TOWER ADVISORY SERVICES $304.71M
14752024-07-15 15:19:35NEPSIS CAPITAL MANAGEMENT INC $370.93M
14762024-07-15 15:18:51PAVION BLUE CAPITAL LLC $203.10M
14772024-07-15 15:18:05WALTER KEENAN FINANCIAL CONSULTING CO MI ADV $314.09M
14782024-07-15 15:17:08FINANCIAL DESIGNS CORP $145.50M
14792024-07-15 15:14:12GUARDIAN ASSET ADVISORS LLC $136.15M
14802024-07-15 15:13:38CAAS CAPITAL MANAGEMENT LP $310.15M
14812024-07-15 15:13:13CHATHAM CAPITAL GROUP INC $572.88M
14822024-07-15 15:12:41STERLING GROUP WEALTH MANAGEMENT LLC $174.20M
14832024-07-15 15:11:55FLC CAPITAL ADVISORS $406.46M
14842024-07-15 15:11:17DILIGENT INVESTORS LLC $403.77M
14852024-07-15 15:10:36MORGANROSEL WEALTH MANAGEMENT LLC $283.18M
14862024-07-15 15:10:10QUANTUM FINANCIAL ADVISORS LLC $569.50M
14872024-07-15 15:09:02DYNAMIC ADVISORS SOLUTIONS LLC $3.18B
14882024-07-15 15:08:20GUARDIAN FINANCIAL PARTNERS LLC $150.74M
14892024-07-15 15:07:36CARNICK KUBIK GROUP LLC $1.33B
14902024-07-15 15:04:19PINNACLE BANK $338.67M
14912024-07-15 14:53:20VOISARD ASSET MANAGEMENT GROUP INC $204.55M
14922024-07-15 14:52:41ASHFORD ADVISORS LLC $407.48M
14932024-07-15 14:51:36WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC $518.31M
14942024-07-15 14:47:39BANGOR SAVINGS BANK $999.52M
14952024-07-15 14:43:03FIRST COMMUNITY TRUST NA $116.94M
14962024-07-15 14:41:37SEARCY FINANCIAL SERVICES INC ADV $200.42M
14972024-07-15 14:41:20BUCKINGHAM CAPITAL MANAGEMENT INC $835.78M
14982024-07-15 14:37:37SNOWHOOK CAPITAL MANAGEMENT LP $0.00
14992024-07-15 14:33:56MARTIN CAPITAL PARTNERS LLC $247.58K
15002024-07-15 14:33:33COOPER FINANCIAL GROUP $680.18M
15012024-07-15 14:29:39TREVIAN WEALTH MANAGEMENT LLC $20.08K
15022024-07-15 14:26:26FLOWER CITY CAPITAL $154.91M
15032024-07-15 14:24:48TRUST CO $774.49M
15042024-07-15 14:22:16BAXTER BROS INC $763.99M
15052024-07-15 14:17:50FARROW FINANCIAL INC $146.70M
15062024-07-15 14:09:12INTERGY PRIVATE WEALTH LLC $242.46M
15072024-07-15 14:05:05ALHAMBRA INVESTMENT PARTNERS LLC $182.55M
15082024-07-15 14:05:03JFS WEALTH ADVISORS LLC $1.27B
15092024-07-15 13:57:55WEST FINANCIAL ADVISORS LLC $481.62M
15102024-07-15 13:57:47ORCAM FINANCIAL GROUP $93.21M
15112024-07-15 13:56:21NORTHWEST INVESTMENT COUNSELORS LLC $399.44M
15122024-07-15 13:55:43GRANITE BAY WEALTH MANAGEMENT LLC $9.92M
15132024-07-15 13:54:40NEWMAN DIGNAN SHEERAR INC $387.75M
15142024-07-15 13:34:54IRONWOOD WEALTH MANAGEMENT INC $197.60M
15152024-07-15 13:33:49INSIGHT ADVISORS LLC PA $553.65M
15162024-07-15 13:25:42PFG PRIVATE WEALTH MANAGEMENT LLC $164.91M
15172024-07-15 13:16:14DELTA FINANCIAL GROUP INC $238.44K
15182024-07-15 13:07:18ETF PORTFOLIO PARTNERS INC $319.50M
15192024-07-15 13:04:54BRIDGE CREEK CAPITAL MANAGEMENT LLC $310.54M
15202024-07-15 13:01:17VIGILARE WEALTH MANAGEMENT $226.29M
15212024-07-15 12:56:53FULCRUM ASSET MANAGEMENT LLP $32.13M
15222024-07-15 12:54:47BRENDEL FINANCIAL ADVISORS LLC $157.26K
15232024-07-15 12:50:39IMC CHICAGO LLC $164.04B
15242024-07-15 12:14:15ASPECT PARTNERS LLC $168.02M
15252024-07-15 11:47:01WASHINGTON TRUST CO $2.73B
15262024-07-15 11:27:40LBJ FAMILY WEALTH ADVISORS LTD $159.15K
15272024-07-15 11:27:10JBR CO FINANCIAL MANAGEMENT INC $142.38M
15282024-07-15 11:11:26ROMAN BUTLER FULLERTON CO $309.19M
15292024-07-15 11:06:47WEDMONT PRIVATE CAPITAL $1.59B
15302024-07-15 10:59:37GREENHAVEN ASSOCIATES INC $7.61B
15312024-07-15 10:50:16LEVERTY FINANCIAL GROUP LLC $169.02M
15322024-07-15 10:48:38INTRACK INVESTMENT MANAGEMENT INC $140.56M
15332024-07-15 10:44:51COASTLINE TRUST CO $854.11M
15342024-07-15 10:39:37AURORA INVESTMENT MANAGERS LLC $139.48K
15352024-07-15 10:36:30CEDAR BROOK FINANCIAL PARTNERS LLC $13.29K
15362024-07-15 10:25:07PRESILIUM PRIVATE WEALTH LLC $395.94M
15372024-07-15 10:18:58CRESTMONT PRIVATE WEALTH LLC $207.53M
15382024-07-15 10:05:09ARTEMIS INVESTMENT MANAGEMENT LLP $7.44B
15392024-07-15 09:56:27VERUM PARTNERS LLC $309.72M
15402024-07-15 09:55:39UNIVERSITY OF CHICAGO $129.72M
15412024-07-15 09:54:20UDINE WEALTH MANAGEMENT INC $143.55M
15422024-07-15 09:53:25NEW HAMPSHIRE TRUST $438.34M
15432024-07-15 09:52:32SWP FINANCIAL LLC $151.35M
15442024-07-15 09:50:31SHARP FINANCIAL SERVICES LLC $116.55M
15452024-07-15 09:48:41SAPIENT CAPITAL LLC $4.80B
15462024-07-15 09:46:47PROSPECT FINANCIAL SERVICES LLC $130.02M
15472024-07-15 09:44:51PARISI GRAY WEALTH MANAGEMENT $278.93M
15482024-07-15 09:42:38LPWM LLC $289.59M
15492024-07-15 09:42:17CITADEL INVESTMENT ADVISORY INC $175.89K
15502024-07-15 09:40:49GREENHOUSE WEALTH MANAGEMENT LLC $136.99M
15512024-07-15 09:39:10MELFA WEALTH MANAGEMENT LLC $143.07M
15522024-07-15 09:37:20BRADY FAMILY WEALTH LLC $309.92M
15532024-07-15 09:36:30CHOICE WEALTH ADVISORS LLC $188.53M
15542024-07-15 09:11:37PACKER CO LTD $293.69K
15552024-07-15 09:11:26DNCA FINANCE $1.17B
15562024-07-15 09:01:33ADVANTUS CAPITAL MANAGEMENT INC $3.43B
15572024-07-15 08:46:59COASTAL INVESTMENT ADVISORS INC $510.71M
15582024-07-15 08:35:35RFG ADVISORY GROUP LLC $3.07B
15592024-07-15 08:29:41LEXAURUM ADVISORS LLC $409.77M
15602024-07-15 08:28:34FINANCIAL ADVISORS LLC $488.97M
15612024-07-15 08:23:49PHYSICIAN WEALTH SOLUTIONS INC $140.08M
15622024-07-15 08:23:35SAR WEALTH MANAGEMENT GROUP LLC $142.44M
15632024-07-15 08:21:43STONECREST WEALTH MANAGEMENT INC $131.04M
15642024-07-15 08:18:41STAGE HARBOR FINANCIAL LLC $103.51M
15652024-07-15 08:16:50SOVEREIGN FINANCIAL GROUP INC $401.19M
15662024-07-15 08:14:56SUMMIT INVESTMENT ADVISORY SERVICES LLC $85.05M
15672024-07-15 08:12:56SANDBOX FINANCIAL PARTNERS LLC $260.91M
15682024-07-15 08:11:09SAGE INVESTMENT ADVISERS LLC $88.44M
15692024-07-15 08:08:41SAFIR WEALTH ADVISORS LLC $122.04M
15702024-07-15 07:51:46SMI ADVISORY SERVICES LLC $404.44M
15712024-07-15 07:49:14PALLISER CAPITAL (UK) LTD $99.70M
15722024-07-15 07:46:40CZECH NATIONAL BANK $8.74B
15732024-07-15 06:40:37LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT $1.22B
15742024-07-12 20:24:49MOGY JOEL R INVESTMENT COUNSEL INC $1.58B
15752024-07-12 18:54:37GREENFIELD FTC INC $440.29M
15762024-07-12 17:31:19PERKINS COIE TRUST CO $430.08M
15772024-07-12 17:01:49BRUCE G ALLEN INVESTMENTS LLC $118.94M
15782024-07-12 17:00:35QRG CAPITAL MANAGEMENT INC $8.43B
15792024-07-12 16:40:31CARDINAL CAPITAL MANAGEMENT $593.74M
15802024-07-12 16:38:56SAX WEALTH ADVISORS LLC $1.05B
15812024-07-12 16:32:22CENTRAL VALLEY ADVISORS LLC $234.27M
15822024-07-12 16:29:07TRUE LINK FINANCIAL ADVISORS LLC $1.08B
15832024-07-12 16:25:43EQUITEC PROPRIETARY MARKETS LLC $78.74M
15842024-07-12 16:21:47SENDERO WEALTH MANAGEMENT LLC $594.34M
15852024-07-12 16:09:17OPAL WEALTH ADVISORS LLC $311.40M
15862024-07-12 16:07:27KWMG LLC $927.45M
15872024-07-12 16:04:18ORSER CAPITAL MANAGEMENT LLC $132.96M
15882024-07-12 16:00:22TWELVE POINTS WEALTH MANAGEMENT LLC $284.30M
15892024-07-12 15:50:43HEXAGON CAPITAL PARTNERS LLC $460.39M
15902024-07-12 15:47:17OPTIMUM INVESTMENT ADVISORS $222.84M
15912024-07-12 15:41:06SG AMERICAS SECURITIES LLC $17.16M
15922024-07-12 15:34:39PISCATAQUA SAVINGS BANK $112.57M
15932024-07-12 15:34:33SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $103.19M
15942024-07-12 15:32:05WOLFF WIESE MAGANA LLC $125.80M
15952024-07-12 15:26:54COUNTRY TRUST BANK $3.96B
15962024-07-12 15:25:21CYPRESS WEALTH SERVICES LLC $449.18M
15972024-07-12 15:24:42OLIO FINANCIAL PLANNING $237.12M
15982024-07-12 15:24:01CABOT WEALTH MANAGEMENT INC $762.93M
15992024-07-12 15:23:29EDGE WEALTH MANAGEMENT LLC $474.88M
16002024-07-12 15:22:49MORTON CAPITAL MANAGEMENT LLC CA $421.21M
16012024-07-12 15:22:47GLEASON GROUP INC $492.54M
16022024-07-12 15:21:17FSM WEALTH ADVISORS LLC $298.28M
16032024-07-12 15:20:57HOWARD FINANCIAL SERVICES LTD $610.22M
16042024-07-12 15:20:37CONGRESS PARK CAPITAL LLC $248.99M
16052024-07-12 15:19:32DIVERSIFY ADVISORY SERVICES LLC $1.82B
16062024-07-12 15:19:03COMPTON WEALTH ADVISORY GROUP LLC $375.22M
16072024-07-12 15:18:46PINE HAVEN INVESTMENT COUNSEL INC $116.34M
16082024-07-12 15:18:13CARDINAL POINT CAPITAL MANAGEMENT ULC $574.78M
16092024-07-12 15:16:36HARBOUR CAPITAL ADVISORS LLC $421.51M
16102024-07-12 15:11:43ACTINVER WEALTH MANAGEMENT INC $114.17M
16112024-07-12 15:11:27GATEWAY INVESTMENT ADVISERS LLC $8.84B
16122024-07-12 15:06:58OMEGA FINANCIAL GROUP LLC $247.03M
16132024-07-12 15:06:30COLUMBUS MACRO LLC $258.69M
16142024-07-12 15:05:55MALTIN WEALTH MANAGEMENT INC $186.18M
16152024-07-12 15:05:16LEGACY WEALTH MANAGEMENT INC $1.38B
16162024-07-12 15:03:39FRANCIS FINANCIAL INC $330.39M
16172024-07-12 15:02:46PENNSYLVANIA CAPITAL MANAGEMENT INC ADV $259.90M
16182024-07-12 15:02:21ATLAS PRIVATE WEALTH ADVISORS $615.26M
16192024-07-12 14:59:00COMPASS ION ADVISORS LLC $699.96M
16202024-07-12 14:57:53MUIRFIELD WEALTH ADVISORS LLC $106.54M
16212024-07-12 14:57:18BLUE ZONE WEALTH ADVISORS LLC $289.68M
16222024-07-12 14:56:37UNISON ADVISORS LLC $796.84M
16232024-07-12 14:55:45SITRIN CAPITAL MANAGEMENT LLC $188.16M
16242024-07-12 14:55:17EVANSON ASSET MANAGEMENT LLC $1.36B
16252024-07-12 14:54:15CORNERSTONE WEALTH ADVISORS INC $334.10M
16262024-07-12 14:53:41FERMATA ADVISORS LLC $435.45M
16272024-07-12 14:52:21LPF ADVISORS LLC $108.46M
16282024-07-12 14:52:00GIMBAL FINANCIAL $135.93M
16292024-07-12 14:50:57HARBOR GROUP INC $390.52M
16302024-07-12 14:50:18PEAK FINANCIAL ADVISORS LLC $178.87M
16312024-07-12 14:49:48CURATED WEALTH PARTNERS LLC $716.76M
16322024-07-12 14:47:54OAK ASSET MANAGEMENT LLC $273.12M
16332024-07-12 14:47:02THRIVE WEALTH MANAGEMENT LLC $510.61M
16342024-07-12 14:46:07JACOBS CO CA $954.16K
16352024-07-12 14:46:06WILLIAMS & NOVAK LLC $107.42M
16362024-07-12 14:45:37SCOTT CAPITAL ADVISORS LLC $338.47M
16372024-07-12 14:44:59ALLIED INVESTMENT ADVISORS LLC $426.19M
16382024-07-12 14:44:35CONRAD SIEGEL INVESTMENT ADVISORS INC $344.15M
16392024-07-12 14:43:14HYPERION PARTNERS LLC $140.12M
16402024-07-12 14:42:36BAUGH ASSOCIATES LLC $192.68M
16412024-07-12 14:41:54MITCHELL AND PAHLPRIVATE WEALTH LLC $189.46M
16422024-07-12 14:38:25CARR FINANCIAL GROUP CORP $314.37M
16432024-07-12 14:37:49IGNITE PLANNERS LLC $409.87M
16442024-07-12 14:36:36SUCCESSFUL PORTFOLIOS LLC $143.15M
16452024-07-12 14:36:10SYSTRADE AG $58.44M
16462024-07-12 14:35:39CROCODILE CAPITAL PARTNERS GMBH $62.83M
16472024-07-12 14:34:34SOUND INCOME STRATEGIES LLC $1.60B
16482024-07-12 14:34:09BOND AND DEVICK FINANCIAL NETWORK INC $186.52M
16492024-07-12 14:33:31WEALTH MANAGEMENT PARTNERS LLC $205.64M
16502024-07-12 14:32:56DIVERGENT PLANNING LLC $250.93M
16512024-07-12 14:32:26ALLIANCE WEALTH MANAGEMENT GROUP $350.33M
16522024-07-12 14:31:51JGP WEALTH MANAGEMENT LLC $701.10M
16532024-07-12 14:30:07SCHWAB CHARITABLE FUND $4.26B
16542024-07-12 14:29:20ECLECTIC ASSOCIATES INC ADV $224.91M
16552024-07-12 14:28:48MCNAUGHTON WEALTH MANAGEMENT LLC $188.59M
16562024-07-12 14:27:55TOWERPOINT WEALTH LLC $200.34M
16572024-07-12 14:27:04GAINPLAN LLC $207.03M
16582024-07-12 14:26:56ARMSTRONG ADVISORY GROUP INC $1.13B
16592024-07-12 14:23:42HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $181.13M
16602024-07-12 14:22:27SENTINEL PENSION ADVISORS INC $482.00M
16612024-07-12 14:20:12MKT ADVISORS LLC $201.05M
16622024-07-12 14:18:48FINANCIAL MANAGEMENT PROFESSIONALS INC $728.58K
16632024-07-12 14:18:20HENRY JAMES INTERNATIONAL MANAGEMENT INC $282.50M
16642024-07-12 14:16:25MELONE PRIVATE WEALTH LLC $168.77M
16652024-07-12 14:14:51BOUVEL INVESTMENT PARTNERS LLC $258.51M
16662024-07-12 14:14:39POINTE CAPITAL MANAGEMENT LLC $161.16M
16672024-07-12 14:14:25CRANE ADVISORY LLC $518.56M
16682024-07-12 14:13:52OAK HILL WEALTH ADVISORS LLC $329.92M
16692024-07-12 14:12:55QUAD CITIES INVESTMENT GROUP LLC $180.80M
16702024-07-12 14:12:11SUNBURST FINANCIAL GROUP LLC $368.65M
16712024-07-12 14:11:33PIONEER WEALTH MANAGEMENT GROUP $188.27M
16722024-07-12 14:11:05NORTHWEST QUADRANT WEALTH MANAGEMENT LLC $406.28M
16732024-07-12 14:10:35SHERRILL & HUTCHINS FINANCIAL ADVISORY INC $110.83M
16742024-07-12 14:10:12MIRADOR CAPITAL PARTNERS LP $531.63M
16752024-07-12 14:09:33HURLOW WEALTH MANAGEMENT GROUP INC $291.32M
16762024-07-12 14:08:55STONY POINT WEALTH MANAGEMENT INC $230.51M
16772024-07-12 14:08:23RPOA ADVISORS INC $3.53B
16782024-07-12 14:07:51SPECTRUM ASSET MANAGEMENT INC NB CA $216.21M
16792024-07-12 14:07:32RETIREMENT PLANNING GROUP $1.57B
16802024-07-12 14:06:56KRAEMATON INVESTMENT ADVISORS INC $98.44M
16812024-07-12 14:06:54MECHANICS BANK TRUST DEPARTMENT $698.97M
16822024-07-12 14:06:17BILTMORE WEALTH MANAGEMENT LLC $230.82M
16832024-07-12 14:05:49GSG ADVISORS LLC $283.14M
16842024-07-12 14:05:17MJP ASSOCIATES INC ADV $480.80M
16852024-07-12 14:04:50IAM ADVISORY LLC $368.92M
16862024-07-12 14:03:36AUSTIN PRIVATE WEALTH LLC $930.45M
16872024-07-12 14:02:53KEYSTONE WEALTH SERVICES LLC $321.38M
16882024-07-12 14:02:50HFG ADVISORS INC $107.11M
16892024-07-12 14:02:04CAPITAL CS GROUP LLC $89.71M
16902024-07-12 14:01:15INTEGRYS WEALTH ADVISORS LLC $653.72M
16912024-07-12 14:00:51HUMMER FINANCIAL ADVISORY SERVICES INC $115.71M
16922024-07-12 14:00:51FORTHRIGHT WEALTH MANAGEMENT LLC $278.23M
16932024-07-12 14:00:11ELDRED ROCK PARTNERS LLC $239.30M
16942024-07-12 13:59:49INTEGRATED CAPITAL MANAGEMENT INC $125.32M
16952024-07-12 13:59:21BEECH HILL ADVISORS INC $242.33M
16962024-07-12 13:58:53TLWM $464.63M
16972024-07-12 13:58:33FIRST NATIONAL CORP MA ADV $419.86M
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17112024-07-12 13:36:27BROWN MILLER WEALTH MANAGEMENT LLC $240.71K
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17212024-07-12 13:00:04CONSTITUTION CAPITAL LLC $189.52M
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17372024-07-12 11:43:54NALANDA INDIA EQUITY FUND LTD $514.95M
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17412024-07-12 11:16:47RADNOR CAPITAL MANAGEMENT LLC $327.95K
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17442024-07-12 10:48:42TRUXT INVESTMENTOS LTDA $158.09M
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17492024-07-12 10:11:34CITY HOLDING CO $676.48M
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17512024-07-12 10:00:29BALDWIN BROTHERS INC MA $1.28B
17522024-07-12 09:56:43NORWAY SAVINGS BANK $175.43M
17532024-07-12 09:50:26A D BEADELL INVESTMENT COUNSEL INC $119.56K
17542024-07-12 09:47:08SONORA INVESTMENT MANAGEMENT GROUP LLC $1.28B
17552024-07-12 09:45:08GENESIS INVESTMENT MANAGEMENT LLP $508.66M
17562024-07-12 09:41:19CAROLINA WEALTH ADVISORS LLC $203.89M
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17612024-07-12 08:55:45REGISTER FINANCIAL ADVISORS LLC $197.87M
17622024-07-12 08:55:11WALKER ASSET MANAGEMENT LLC $148.54M
17632024-07-12 08:30:25BERKSHIRE BANK $397.82M
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17652024-07-12 06:44:46LGT CAPITAL PARTNERS LTD $2.93B
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17672024-07-12 06:18:35GUOLINE ADVISORY PTE LTD $937.29M
17682024-07-11 20:45:34CLIFTONLARSONALLEN WEALTH ADVISORS LLC $4.66B
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17702024-07-11 19:58:28ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC $559.22M
17712024-07-11 19:42:02SPRING CAPITAL MANAGEMENT LLC $126.73M
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17742024-07-11 19:10:54CAPITAL PLANNING LLC $333.79M
17752024-07-11 18:54:43CRA FINANCIAL SERVICES LLC $495.55M
17762024-07-11 18:42:08DIXON MITCHELL INVESTMENT COUNSEL INC $1.99B
17772024-07-11 18:29:42R H DINEL INVESTMENT COUNSEL INC $156.23M
17782024-07-11 17:53:04MCLEAN ASSET MANAGEMENT CORP $309.19M
17792024-07-11 17:49:31PALO DS MANAGER LLC $194.20M
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17812024-07-11 17:20:10CAMBRIDGE ADVISORS INC $430.37M
17822024-07-11 16:56:39LEGAL ADVANTAGE INVESTMENTS INC $173.58M
17832024-07-11 16:50:19JAMISON PRIVATE WEALTH MANAGEMENT INC $601.80M
17842024-07-11 16:50:02PRENTICE WEALTH MANAGEMENT LLC $306.47M
17852024-07-11 16:49:19GAVEKAL CAPITAL LLC $42.15M
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17872024-07-11 16:34:09KAYDAN WEALTH MANAGEMENT INC $282.18M
17882024-07-11 16:31:36ZEIT CAPITAL LLC $123.15M
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17912024-07-11 16:15:06INDUSTRY VENTURES L L C $64.90M
17922024-07-11 16:12:25ELLENBECKER INVESTMENT GROUP $496.90M
17932024-07-11 16:08:32BUFFINGTON MOHR MCNEAL $570.18M
17942024-07-11 16:01:09PACIFICA PARTNERS INC $232.96M
17952024-07-11 15:59:32FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES $414.66M
17962024-07-11 15:39:41STRATEGIC ADVISORS LLC $515.37M
17972024-07-11 15:32:41WORTH ASSET MANAGEMENT LLC $168.35M
17982024-07-11 15:16:37JAPAN POST HOLDINGS CO LTD $4.67B
17992024-07-11 15:00:19CANANDAIGUA NATIONAL BANK TRUST CO $923.10M
18002024-07-11 14:51:59VANDERPOL INVESTMENTS LLC $32.94M
18012024-07-11 14:51:28GUNDERSON CAPITAL MANAGEMENT INC $232.99M
18022024-07-11 14:42:36WHITCOMB & HESS INC $320.97M
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18112024-07-11 13:38:16CX INSTITUTIONAL $2.13B
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18192024-07-11 12:54:16GLOBAL TRUST ASSET MANAGEMENT LLC $248.18M
18202024-07-11 12:49:58JVL ASSOCIATES LLC $249.47M
18212024-07-11 12:49:43AMARILLO NATIONAL BANK $525.72M
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18312024-07-11 12:03:29KEY COLONY MANAGEMENT LLC $83.14M
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18352024-07-11 11:17:53JOHN W BROOKER AND CO CPAS $199.63M
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18412024-07-11 10:29:25GUINNESS ATKINSON ASSET MANAGEMENT INC $204.25M
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18442024-07-11 10:13:36THREADGILL FINANCIAL LLC $213.25M
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18512024-07-11 08:58:09CHICAGO TRUST CO NA $492.97M
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18552024-07-10 21:28:37FORESIGHT CAPITAL MANAGEMENT ADVISORS INC $147.77M
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18602024-07-10 20:00:47WALDEN WEALTH PARTNERS LLC $179.15M
18612024-07-10 19:47:31PARKSIDE INVESTMENTS LLC $633.83M
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18802024-07-10 16:03:46CUMBERLAND ADVISORS INC $244.24M
18812024-07-10 16:03:16OLSTEIN CAPITAL MANAGEMENT LP $562.20K
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18832024-07-10 15:52:51CONTRAVISORY INVESTMENT MANAGEMENT INC $451.58M
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18852024-07-10 15:36:47MID AMERICAN WEALTH ADVISORY GROUP INC $156.58M
18862024-07-10 15:20:53RICHARD P SLAUGHTER ASSOCIATES INC $423.90M
18872024-07-10 15:20:49SIMPLICITY WEALTH LLC $4.43B
18882024-07-10 15:17:57DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC $132.81M
18892024-07-10 15:16:11ADAMS ASSET ADVISORS LLC $766.79M
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18912024-07-10 14:59:56LEGACY FINANCIAL STRATEGIES LLC $416.07M
18922024-07-10 14:51:11ADVOCATE GROUP LLC $496.60M
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18942024-07-10 14:39:04FOUNDERS CAPITAL MANAGEMENT $154.33M
18952024-07-10 14:32:54GILL CAPITAL PARTNERS LLC $258.58M
18962024-07-10 14:10:50ADVOCACY WEALTH MANAGEMENT SERVICES LLC $1.21B
18972024-07-10 13:57:29ATWOOD PALMER INC $1.32B
18982024-07-10 13:55:38FIRST AFFIRMATIVE FINANCIAL NETWORK $195.33M
18992024-07-10 13:39:18EPIQ PARTNERS LLC $147.74M
19002024-07-10 13:32:07TRIANGLE SECURITIES WEALTH MANAGEMENT $354.11M
19012024-07-10 13:31:01BOIT C F DAVID $191.94M
19022024-07-10 13:24:30PERSONAL RESOURCES INVESTMENT STRATEGIC MANAGEMENT INC $329.79M
19032024-07-10 13:14:22CULLINAN ASSOCIATES INC $1.77B
19042024-07-10 13:13:04NORTHLANDING FINANCIAL PARTNERS LLC $589.74K
19052024-07-10 13:03:29PFW ADVISORS LLC $314.35M
19062024-07-10 12:36:56REDMONT WEALTH ADVISORS LLC $63.61M
19072024-07-10 12:36:06STEWARDSHIP ADVISORS LLC $302.57M
19082024-07-10 12:31:48MATRIX TRUST CO $442.91K
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19112024-07-10 12:23:36M KRAUS CO $326.21M
19122024-07-10 12:23:01ALBION FINANCIAL GROUP UT $1.33B
19132024-07-10 12:03:48FOUNDATION RESOURCE MANAGEMENT INC $625.94M
19142024-07-10 12:01:25GPWM LLC $127.84M
19152024-07-10 11:58:31INDIANA TRUST INVESTMENT MANAGEMENT CO $272.45M
19162024-07-10 11:53:15FORTITUDE FAMILY OFFICE LLC $176.35M
19172024-07-10 11:41:38NBC SECURITIES INC $1.10M
19182024-07-10 11:39:02LINDEN THOMAS ADVISORY SERVICES LLC $647.17M
19192024-07-10 11:34:10HELEN STEPHENS GROUP LLC $289.22M
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19212024-07-10 11:24:17COMPASS FINANCIAL GROUP INC SD $461.61M
19222024-07-10 11:23:11CYR FINANCIAL INC $100.12M
19232024-07-10 11:17:12O'KEEFE STEVENS ADVISORY INC $299.21M
19242024-07-10 11:09:02CSENGE ADVISORY GROUP $1.76B
19252024-07-10 11:05:19JONES COLLOMBIN INVESTMENT COUNSEL INC $243.08M
19262024-07-10 10:57:58S A MASON LLC $175.86M
19272024-07-10 10:57:28CLEAN YIELD GROUP $267.71K
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19292024-07-10 10:55:03SYQUANT CAPITAL SAS $9.93K
19302024-07-10 10:40:00BERNARDO WEALTH PLANNING LLC $371.71M
19312024-07-10 10:39:37PROFESSIONAL ADVISORY SERVICES INC $732.31K
19322024-07-10 10:36:16SHEARWATER CAPITAL LLC $136.13M
19332024-07-10 10:34:50NOVAPOINT CAPITAL LLC $294.70M
19342024-07-10 10:31:52SVENSKA HANDELSBANKEN AB PUBL $359.36K
19352024-07-10 10:25:10RENAISSANCE INVESTMENT GROUP LLC $459.82M
19362024-07-10 10:12:10KEYSTONE FINANCIAL PLANNING INC $302.18M
19372024-07-10 10:05:11FIVE OCEANS ADVISORS $190.76M
19382024-07-10 10:01:25ENTERPRISE BANK AND TRUST CO $292.78M
19392024-07-10 10:01:17BENNETT SELBY INVESTMENTS LP $222.73M
19402024-07-10 09:43:23ANDERSON HOAGLAND CO $952.45M
19412024-07-10 09:29:38GULF INTERNATIONAL BANK UK LTD $3.97M
19422024-07-10 09:13:15WELLCOME TRUST LTD THE AS TRUSTEE OF THE WELLCOME TRUST $7.82B
19432024-07-10 09:00:22ARKFELD WEALTH STRATEGIES L L C $197.10M
19442024-07-10 07:19:22APELLA CAPITAL LLC $2.24B
19452024-07-10 07:06:44AMF PENSIONSFORSAKRING AB $13.41B
19462024-07-09 21:48:46NEUMANN ADVISORY HONG KONG LTD $209.97K
19472024-07-09 21:14:04LL FUNDS LLC $29.54M
19482024-07-09 20:15:51SUNFLOWER BANK N A $423.62M
19492024-07-09 18:55:11CVA FAMILY OFFICE LLC $555.60M
19502024-07-09 18:38:17FINANCIAL SYMMETRY INC $128.60M
19512024-07-09 18:34:31PRAETORIAN WEALTH MANAGEMENT INC $390.62M
19522024-07-09 17:47:19FIDUCIARY ALLIANCE LLC $616.26M
19532024-07-09 17:46:54CWM LLC $21.21M
19542024-07-09 17:42:24HILLTOP NATIONAL BANK $310.89M
19552024-07-09 17:29:56TEALWOOD ASSET MANAGEMENT INC $166.05K
19562024-07-09 17:26:52EASTOVER INVESTMENT ADVISORS LLC $209.08M
19572024-07-09 17:26:48BAKER ELLIS ASSET MANAGEMENT LLC $663.65M
19582024-07-09 17:23:00PRYSM CAPITAL L P $10.35M
19592024-07-09 17:07:20NORTHWEST CAPITAL MANAGEMENT INC $274.09M
19602024-07-09 16:59:53SAGE CAPITAL ADVISORS LLC $348.23M
19612024-07-09 16:54:15NNS INVESTMENTS (CYPRUS) LTD $0.00
19622024-07-09 16:52:39NNS HOLDING $0.00
19632024-07-09 16:35:01HARBOR CAPITAL ADVISORS INC $1.31M
19642024-07-09 16:31:09WEALTH GROUP LTD $331.05M
19652024-07-09 16:31:02CANAAN PARTNERS IX LLC $0.00
19662024-07-09 16:31:02CANAAN PARTNERS XI LLC $82.59M
19672024-07-09 16:27:35KINGSWOOD WEALTH ADVISORS LLC $1.11B
19682024-07-09 16:25:30GRUBMAN WEALTH MANAGEMENT $391.44M
19692024-07-09 16:25:25OLISTICO WEALTH LLC $156.78M
19702024-07-09 16:20:12VALUE PARTNER INVESTMENTS INC $1.58B
19712024-07-09 16:09:10HEARTWOOD WEALTH ADVISORS LLC $836.69M
19722024-07-09 16:05:03EXOR NV $4.53B
19732024-07-09 15:57:55STONEBRIDGE CAPITAL MANAGEMENT INC $234.37K
19742024-07-09 15:55:55ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $151.30K
19752024-07-09 15:51:15ASTORIA PORTFOLIO ADVISORS LLC $279.94M
19762024-07-09 15:14:05NAPLES MONEY MANAGEMENT LLC $117.25M
19772024-07-09 14:42:20PARK AVENUE SECURITIES LLC $8.18M
19782024-07-09 14:23:36SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $118.53M
19792024-07-09 14:21:43GRASSI INVESTMENT MANAGEMENT $1.13M
19802024-07-09 14:16:46ARDEN TRUST CO $716.28M
19812024-07-09 14:10:27SOMERSET TRUST CO $243.86M
19822024-07-09 13:46:38BARD FINANCIAL SERVICES INC $967.12M
19832024-07-09 13:34:15MARION WEALTH MANAGEMENT $340.49M
19842024-07-09 13:26:20LOWE FS LLC $219.53M
19852024-07-09 13:05:37DUDLEY SHANLEY LLC $581.91M
19862024-07-09 12:35:13FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC $978.07M
19872024-07-09 12:25:02LAKE HILLS WEALTH MANAGEMENT LLC $139.34M
19882024-07-09 12:05:40MAGNOLIA CAPITAL MANAGEMENT LTD $119.16K
19892024-07-09 11:39:05FIRST BANK TRUST $490.97M
19902024-07-09 10:58:28RISE ADVISORS LLC $188.71M
19912024-07-09 10:53:28ADIRONDACK TRUST CO $244.90M
19922024-07-09 08:56:48LYNX INVESTMENT ADVISORY $134.99M
19932024-07-09 08:39:38TRUST CO OF VERMONT $1.84B
19942024-07-09 08:28:41FULTON BANK N A $2.47B
19952024-07-09 08:08:00NEW ENGLAND RESEARCH MANAGEMENT INC $208.21K
19962024-07-08 19:21:00FRAGASSO GROUP INC $1.21B
19972024-07-08 19:14:42CARDINAL CAPITAL MANAGEMENT INC $2.60B
19982024-07-08 19:09:51MONTEREY PRIVATE WEALTH INC $267.49M
19992024-07-08 18:55:58DEANE RETIREMENT STRATEGIES INC $194.89M
20002024-07-08 18:51:11HALPERN FINANCIAL INC $363.96M
20012024-07-08 18:30:08ZRC WEALTH MANAGEMENT LLC $211.14M
20022024-07-08 18:25:49INVESTMENT PARTNERS ASSET MANAGEMENT INC $112.20M
20032024-07-08 18:20:24MATHER GROUP INC $8.12B
20042024-07-08 18:17:09MYECFO LLC $173.39M
20052024-07-08 17:58:54CJM WEALTH ADVISERS LTD $271.85M
20062024-07-08 17:56:50LESA SROUFE CO $102.97K
20072024-07-08 17:53:22GREAT WATERS WEALTH MANAGEMENT $654.79M
20082024-07-08 17:45:24BURNS MATTESON CAPITAL MANAGEMENT LLC $159.12M
20092024-07-08 17:33:22LEIBMAN FINANCIAL SERVICES INC $134.89M
20102024-07-08 17:26:42RVW WEALTH LLC $1.00B
20112024-07-08 17:22:16BOLTWOOD CAPITAL MANAGEMENT $320.06M
20122024-07-08 16:58:38BENCHMARK WEALTH MANAGEMENT LLC $187.68M
20132024-07-08 16:42:51BANK & TRUST CO $117.84M
20142024-07-08 16:04:55KINNEVIK AB (PUBL) $89.29M
20152024-07-08 16:00:29CHICKASAW CAPITAL MANAGEMENT LLC $2.25M
20162024-07-08 15:48:09CITY STATE BANK $244.93K
20172024-07-08 15:29:26DENTGROUP LLC $124.06M
20182024-07-08 15:12:41BIRCH CAPITAL MANAGEMENT LLC $192.37M
20192024-07-08 15:07:57BANCFIRST TRUST & INVESTMENT MANAGEMENT $214.68M
20202024-07-08 15:06:37WESTEND CAPITAL MANAGEMENT LLC $284.66M
20212024-07-08 15:03:16CASCADE INVESTMENT ADVISORS INC $148.21M
20222024-07-08 14:37:44QUENT CAPITAL LLC $908.73M
20232024-07-08 14:24:09TANDEM CAPITAL MANAGEMENT CORP ADV $180.06M
20242024-07-08 14:03:38TRUST CO OF TOLEDO NA OH $691.38M
20252024-07-08 14:02:05DOUGLAS LANE ASSOCIATES LLC $7.04B
20262024-07-08 13:45:40BOSTON COMMON ASSET MANAGEMENT LLC $3.90M
20272024-07-08 13:37:48WOODSTOCK CORP $983.43M
20282024-07-08 13:12:06ADVANCE CAPITAL MANAGEMENT INC $2.11B
20292024-07-08 12:36:08THOMPSON INVESTMENT MANAGEMENT INC $647.56M
20302024-07-08 12:02:54SUGARLOAF WEALTH MANAGEMENT LLC $493.70M
20312024-07-08 11:50:49MARATHON STRATEGIC ADVISORS LLC $85.56M
20322024-07-08 11:46:18IMPACTFOLIO LLC $178.50M
20332024-07-08 11:20:32INSIGHT WEALTH STRATEGIES LLC $702.83M
20342024-07-08 10:40:39AGINCOURT CAPITAL MANAGEMENT LLC $107.49M
20352024-07-08 10:19:51MADISON INTERNATIONAL REALTY HOLDINGS LLC $199.32M
20362024-07-08 10:11:18FC ADVISORY LLC $272.73M
20372024-07-08 09:41:34BEACH INVESTMENT COUNSEL INC PA $812.11K
20382024-07-08 08:07:40ST GERMAIN D J CO INC $2.07B
20392024-07-05 19:49:21VERSANT CAPITAL MANAGEMENT INC $395.34M
20402024-07-05 16:39:11STOKES FAMILY OFFICE LLC $852.82M
20412024-07-05 16:32:01HBW ADVISORY SERVICES LLC $602.57M
20422024-07-05 16:29:31COLLECTIVE FAMILY OFFICE LLC $339.95M
20432024-07-05 15:25:36HERITAGE WEALTH PARTNERS LLC $69.03M
20442024-07-05 14:59:24THURSTON SPRINGER MILLER HERD & TITAK INC $1.86B
20452024-07-05 14:58:11REMPART ASSET MANAGEMENT INC $507.46M
20462024-07-05 14:50:5025 LLC $210.62M
20472024-07-05 13:52:19GENERAL PARTNER INC $156.54M
20482024-07-05 13:10:47KOZAK AND ASSOCIATES INC $405.06M
20492024-07-05 11:11:28STONEHEARTH CAPITAL MANAGEMENT LLC $233.51M
20502024-07-05 11:07:07INSTITUTIONAL FAMILY ASSET MANAGEMENT LLC $654.36M
20512024-07-05 09:59:54ALKEN ASSET MANAGEMENT LTD $43.30K
20522024-07-05 08:52:32DNB ASSET MANAGEMENT AS $20.96B
20532024-07-05 07:04:33TRINITY STREET ASSET MANAGEMENT LLP $1.13B
20542024-07-05 06:42:07POLIANTA LTD $197.61K
20552024-07-03 17:03:11FIRST INTERNATIONAL BANK & TRUST $290.56M
20562024-07-03 15:58:15ROTH FINANCIAL PARTNERS LLC $231.81M
20572024-07-03 14:47:54BEACON WEALTHCARE LLC $229.39M
20582024-07-03 14:38:02MOODY NATIONAL BANK TRUST DIVISION $1.29B
20592024-07-03 14:01:29BEESE FULMER INVESTMENT MANAGEMENT INC $1.10B
20602024-07-03 12:36:34CURBSTONE FINANCIAL MANAGEMENT CORP $460.42M
20612024-07-03 10:37:18PARTNERSHIP WEALTH MANAGEMENT LLC $135.45M
20622024-07-03 09:27:31FIRST FINANCIAL BANK N A TRUST DIVISION $1.01B
20632024-07-03 09:18:47HOESE AND CO LLP $114.57M
20642024-07-03 09:09:23EVERENCE CAPITAL MANAGEMENT INC $1.44M
20652024-07-03 08:46:54HILLTOP WEALTH ADVISORS LLC $199.27M
20662024-07-03 06:29:38AP GILFOYLE & CO LP $2.29M
20672024-07-02 17:45:11PEIRCE CAPITAL MANAGEMENT LLC $188.89M
20682024-07-02 16:33:05FIRST HAWAIIAN BANK $2.97B
20692024-07-02 15:23:15HUDSON VALLEY INVESTMENT ADVISORS INC ADV $769.49M
20702024-07-02 15:14:20M R CAPITAL MANAGEMENT INC $419.19M
20712024-07-02 15:02:18MASSMUTUAL TRUST CO FSB ADV $3.30B
20722024-07-02 15:01:07WALNUT PRIVATE EQUITY PARTNERS LLC $157.52M
20732024-07-02 14:54:23AURUM WEALTH MANAGEMENT GROUP LLC $997.53M
20742024-07-02 13:15:36SHANKERVALLEAU WEALTH ADVISORS INC $233.60M
20752024-07-02 13:07:56PARK PLACE CAPITAL CORP $313.32M
20762024-07-02 13:00:40ARMSTRONG HENRY H ASSOCIATES INC $1.03B
20772024-07-02 12:46:09DAVIS CAPITAL MANAGEMENT $115.09M
20782024-07-02 12:19:35GAMMA INVESTING LLC $733.84M
20792024-07-02 11:33:20GLOBAL WEALTH STRATEGIES & ASSOCIATES $278.66M
20802024-07-02 11:22:17MODUS ADVISORS LLC $282.71M
20812024-07-02 10:52:56STAIRWAY PARTNERS LLC $1.27B
20822024-07-02 10:50:40RED SPRUCE CAPITAL LLC $215.38M
20832024-07-02 10:35:32GP BRINSON INVESTMENTS LLC $232.36M
20842024-07-02 10:33:32WALLER FINANCIAL PLANNING GROUP INC $372.19M
20852024-07-02 10:27:14MCALISTER SWEET & ASSOCIATES INC $139.22M
20862024-07-02 10:22:21CENTRE ASSET MANAGEMENT LLC $435.55K
20872024-07-02 10:11:19APPLETON PARTNERS INC MA $1.30M
20882024-07-02 09:19:40TRANSCEND WEALTH COLLECTIVE LLC $1.38B
20892024-07-02 08:56:05TRUST CO OF THE SOUTH $422.31M
20902024-07-02 06:38:28PENSIONFUND SABIC $339.69K
20912024-07-02 06:29:45PENSIONFUND DSM NETHERLANDS $188.10K
20922024-07-01 14:40:22CACTI ASSET MANAGEMENT LLC $1.27B
20932024-07-01 14:39:48KATHMERE CAPITAL MANAGEMENT LLC $944.42M
20942024-07-01 14:18:31NEVILLE RODIE SHAW INC $1.32M
20952024-07-01 13:15:13CONFLUENCE INVESTMENT MANAGEMENT LLC $6.93B
20962024-07-01 12:15:21JACKSON WEALTH MANAGEMENT LLC $466.42M
20972024-07-01 11:59:37CULLEN INVESTMENT GROUP LTD $627.10M
20982024-07-01 11:03:45CAPITAL MARKET STRATEGIES LLC $2.27M
20992024-07-01 10:12:24MOLLER FINANCIAL SERVICES $374.84M
21002024-07-01 09:43:21MICHAEL S RYAN INC $131.95M
21012024-07-01 07:53:23BANK OF NEW HAMPSHIRE $384.70M
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The information contained herein are intended for illustrative and informational purpose only.
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