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Inst Investors
Hedge Funds
# of Filings 899 11
% of Exp. Filings 10% 1%
Total Stock Value $580.0B $19.1B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
4000
 2026-06-30
 2026-03-31
Filing Quarter
2026-06-30
Filing Starts
2026-07-01
Filing Ends
2026-08-14
Last Update
2026-07-14 17:30:01
Institutional Investors
HedgeMind 1000
898Filing AcceptedFilerTotal Reported Value  
12026-07-14 17:28:50ELSER FINANCIAL PLANNING INC $2.31B
22026-07-14 17:27:59ENCLAVE ADVISORS LLC $790.39M
32026-07-14 17:27:45BCU WEALTH ADVISORS LLC $301.08M
42026-07-14 17:26:28AMERICAN FINANCIAL ADVISORS LLC $831.06M
52026-07-14 17:25:12PORTSIDE WEALTH GROUP LLC $858.28M
62026-07-14 17:20:17SOUTHERN CAPITAL ADVISORS LLC $239.45M
72026-07-14 17:19:13KINGS PATH PARTNERS LLC $375.82M
82026-07-14 17:18:37MCGRATH & ASSOCIATES INC $76.76M
92026-07-14 17:12:30SYSTELLIGENCE LLC $598.72M
102026-07-14 17:11:06UPPER LEFT WEALTH MANAGEMENT LLC $180.46M
112026-07-14 17:09:37CDM FINANCIAL COUNSELING SERVICES INC $116.05M
122026-07-14 17:07:48WASHINGTON UNIVERSITY $264.79M
132026-07-14 17:07:27BAM WEALTH MANAGEMENT LLC $159.83M
142026-07-14 17:06:14DELTA WEALTH ADVISORS LLC $139.99M
152026-07-14 17:04:46SMITH THORNTON ADVISORS LLC $226.96M
162026-07-14 17:00:57YHB INVESTMENT ADVISORS INC $1.56B
172026-07-14 16:59:30KELLY FINANCIAL GROUP LLC $450.06M
182026-07-14 16:58:19BCO WEALTH MANAGEMENT LLC $183.37M
192026-07-14 16:56:33MULLANEY KEATING & WRIGHT INC $206.79M
202026-07-14 16:54:28CUTLER INVESTMENT COUNSEL LLC $1.06B
212026-07-14 16:51:25CACHE ADVISORS LLC $1.18B
222026-07-14 16:50:35TRUST CO OF OKLAHOMA $389.20M
232026-07-14 16:44:04FAMILY LEGACY FINANCIAL SOLUTIONS LLC $164.00M
242026-07-14 16:43:15YARGER WEALTH STRATEGIES LLC $278.36M
252026-07-14 16:35:54SUNBEAM CAPITAL MANAGEMENT LLC $218.79M
262026-07-14 16:33:52ROLEK WEALTH MANAGEMENT LLC $178.57M
272026-07-14 16:31:57PEAK WEALTH MANAGEMENT LLC $142.52M
282026-07-14 16:29:48PRESIDIO CAPITAL MANAGEMENT LLC $399.94M
292026-07-14 16:28:50FISHER FUNDS MANAGEMENT LTD $3.52B
302026-07-14 16:27:59OXINAS PARTNERS WEALTH MANAGEMENT LLC $253.73M
312026-07-14 16:23:16OCTAVIA WEALTH ADVISORS LLC $1.16B
322026-07-14 16:22:48HENDLEY CO INC $282.58K
332026-07-14 16:20:16NORTHSTAR ADVISORY GROUP LLC $322.47M
342026-07-14 16:16:47NESTEGG ADVISORS INC $141.41M
352026-07-14 16:15:53FENIMORE ASSET MANAGEMENT INC $4.83B
362026-07-14 16:15:07MOUNTAIN CAPITAL INVESTMENT ADVISORS INC $702.19M
372026-07-14 16:12:38KIRR MARBACH CO LLC IN $593.77M
382026-07-14 16:11:56JACOBSON SCHMITT ADVISORS LLC $612.15M
392026-07-14 16:09:55IAM ADVISORY LLC $513.23M
402026-07-14 16:09:48WESTHAMPTON CAPITAL LLC $241.05M
412026-07-14 16:09:36CLAUDIA M P BATLLE CRP (R) LLC $334.82M
422026-07-14 16:08:34CURBSTONE FINANCIAL MANAGEMENT CORP $586.99M
432026-07-14 16:07:50GREAT OAK CAPITAL PARTNERS LLC $462.67M
442026-07-14 16:04:47BARLOW WEALTH PARTNERS INC $925.54M
452026-07-14 16:01:16CONGRESS PARK CAPITAL LLC $370.48M
462026-07-14 15:59:58BAYBRIDGE CAPITAL GROUP LLC $191.92M
472026-07-14 15:59:12CARDINAL POINT CAPITAL MANAGEMENT ULC $1.77B
482026-07-14 15:59:01PLANCORP LLC $4.10B
492026-07-14 15:58:33DLK INVESTMENT MANAGEMENT LLC $235.15M
502026-07-14 15:58:01LONGVIEW FINANCIAL ADVISORS LLC $202.36M
512026-07-14 15:57:10NEPSIS CAPITAL MANAGEMENT INC $294.82M
522026-07-14 15:56:51QRG CAPITAL MANAGEMENT INC $12.09B
532026-07-14 15:56:24NATIONAL ASSET MANAGEMENT INC $1.87B
542026-07-14 15:55:22CREDIT CAPITAL INVESTMENTS LLC $174.62M
552026-07-14 15:54:42VERISAIL PARTNERS LLC $269.76M
562026-07-14 15:53:44SUCCESSFUL PORTFOLIOS LLC $214.13M
572026-07-14 15:53:06ALLODIUM INVESTMENT CONSULTANTS LLC $235.46M
582026-07-14 15:52:22CORECAM PTE LTD $264.09M
592026-07-14 15:51:31BLUE ZONE WEALTH ADVISORS LLC $572.78M
602026-07-14 15:49:26AYRSHIRE CAPITAL MANAGEMENT LLC $213.52M
612026-07-14 15:48:17ADDENDA CAPITAL INC $3.68B
622026-07-14 15:43:27TRIANGLE SECURITIES WEALTH MANAGEMENT $503.74M
632026-07-14 15:34:26HOESE AND CO LLP $153.93M
642026-07-14 15:26:01TTP INVESTMENTS INC $246.52M
652026-07-14 15:24:49BENSON INVESTMENT MANAGEMENT COMPANY INC $18.78M
662026-07-14 15:24:20WAYCROSS INVESTMENT MANAGEMENT CO $131.32M
672026-07-14 15:23:04DOPKINS WEALTH MANAGEMENT LLC $275.19M
682026-07-14 15:22:03INTRINSIC VALUE PARTNERS LLC $146.34M
692026-07-14 15:19:09CHRISTENSEN KING & ASSOCIATES INVESTMENT SERVICES INC $251.70M
702026-07-14 15:14:17ANTONELLI FINANCIAL ADVISORS LLC $145.84M
712026-07-14 15:13:40SALEM INVESTMENT COUNSELORS INC $4.03B
722026-07-14 15:12:07STOLPER CO $387.32K
732026-07-14 15:09:02SIGNATURE ESTATE INVESTMENT ADVISORS LLC $5.56B
742026-07-14 15:07:55TWELE CAPITAL MANAGEMENT INC $612.26M
752026-07-14 15:02:59MASON & ASSOCIATES LLC $480.57M
762026-07-14 14:59:34PLAN A WEALTH LLC $235.07M
772026-07-14 14:53:17SAGEOAK FINANCIAL LLC $153.77M
782026-07-14 14:52:27CHATTERTON & ASSOCIATES INC $169.91M
792026-07-14 14:49:55DOUGLAS LANE ASSOCIATES LLC $7.37B
802026-07-14 14:48:24RITTER DANIHER FINANCIAL ADVISORY LLC DE $656.81M
812026-07-14 14:48:11MAGNOLIA WEALTH MANAGEMENT LLC $191.05M
822026-07-14 14:42:41SPRING CAPITAL MANAGEMENT LLC $205.32M
832026-07-14 14:41:03EWA LLC $548.09M
842026-07-14 14:39:43IMPACT CAPITAL PARTNERS LLC $366.53M
852026-07-14 14:34:29TOPTIER WEALTH MANAGEMENT LLC $165.54M
862026-07-14 14:30:36SHORE POINT ADVISORS LLC $292.35M
872026-07-14 14:30:00BIGSUR WEALTH MANAGEMENT LLC $415.50M
882026-07-14 14:24:35LIPE DALTON $215.13K
892026-07-14 14:21:281620 INVESTMENT ADVISORS INC $161.45M
902026-07-14 14:20:34MACKEY KOMARA DANKOVICH LLC $117.04M
912026-07-14 14:19:11NATIONAL WEALTH MANAGEMENT GROUP LLC $323.43M
922026-07-14 14:18:40NEWMAN DIGNAN SHEERAR INC $522.84M
932026-07-14 14:16:55KELLY FINANCIAL SERVICES LLC $467.24M
942026-07-14 14:16:34FINANCIAL SYMMETRY INC $299.68M
952026-07-14 14:13:05IRONWOOD WEALTH MANAGEMENT INC $236.54M
962026-07-14 14:04:29GIBSON WEALTH ADVISORS LLC $160.30M
972026-07-14 13:59:20SPECTRUM PLANNING AND ADVISORY SERVICES INC $223.46M
982026-07-14 13:52:54PARADIEM LLC $463.84M
992026-07-14 13:47:45HWG HOLDINGS LP $442.20M
1002026-07-14 13:43:54M & L CAPITAL MANAGEMENT LTD $369.82M
1012026-07-14 13:43:44SNIDER FINANCIAL GROUP $392.83M
1022026-07-14 13:42:21NAUTILUS ADVISORS LLC $169.63M
1032026-07-14 13:36:01TEALWOOD ASSET MANAGEMENT INC $260.51K
1042026-07-14 13:34:19GLOBAL X JAPAN CO LTD $2.72B
1052026-07-14 13:31:22LAKERIDGE WEALTH MANAGEMENT LLC $272.48M
1062026-07-14 13:22:54MARRICK WEALTH LLC $140.84M
1072026-07-14 13:18:42BANK OF NEW HAMPSHIRE $479.23M
1082026-07-14 13:10:43ERVIN INVESTMENT MANAGEMENT LLC $184.08M
1092026-07-14 13:06:09TALBOT FINANCIAL LLC $1.36B
1102026-07-14 13:02:38COURANT INVESTMENT MANAGEMENT LLC $103.03M
1112026-07-14 13:01:35SHOREHAVEN WEALTH PARTNERS LLC $317.89M
1122026-07-14 12:53:45WISER WEALTH MANAGEMENT INC $522.74M
1132026-07-14 12:53:39NORTH CAPITAL INC $132.38M
1142026-07-14 12:48:33MURPHY MIDDLETON HINKLE PARKER INC $246.12M
1152026-07-14 12:45:00DIXON FNANCIAL SERVICES INC $246.89M
1162026-07-14 12:44:23JP WEALTH MANAGEMENT INC $158.86M
1172026-07-14 12:28:55STORDAHL CAPITAL MANAGEMENT INC $545.95M
1182026-07-14 12:26:39INVESTMENT ADVISORY SERVICES INC TX ADV $347.18M
1192026-07-14 12:11:06BOOTHE INVESTMENT GROUP INC $317.42M
1202026-07-14 12:03:32CITY STATE BANK $436.42M
1212026-07-14 12:01:19SIGNIFICANT WEALTH PARTNERS LLC $92.36M
1222026-07-14 12:00:00ROTH FINANCIAL PARTNERS LLC $336.30M
1232026-07-14 11:52:26INVESTRUST $259.83M
1242026-07-14 11:50:26SPIRIT OF AMERICA MANAGEMENT CORP NY $530.49M
1252026-07-14 11:46:46LBJ FAMILY WEALTH ADVISORS LTD $196.13K
1262026-07-14 11:43:36LEIBMAN FINANCIAL SERVICES INC $150.43M
1272026-07-14 11:32:54NEW CAPITAL MANAGEMENT LP $439.05M
1282026-07-14 11:16:43LRI INVESTMENTS LLC $1.24B
1292026-07-14 11:03:10IVC WEALTH ADVISORS LLC $256.39M
1302026-07-14 10:32:24KEB ASSET MANAGEMENT LLC $617.81M
1312026-07-14 10:27:11ADVISORY RESOURCE GROUP $664.96M
1322026-07-14 10:26:58BLUE SQUARE ASSET MANAGEMENT LLC $246.81M
1332026-07-14 10:25:40HUDSON CAPITAL MANAGEMENT LLC $413.63M
1342026-07-14 09:54:43TOTH FINANCIAL ADVISORY CORP $1.02B
1352026-07-14 09:50:46HATCH COVE CAPITAL LLC $225.38M
1362026-07-14 09:49:29BALDWIN BROTHERS INC MA $1.53B
1372026-07-14 09:13:48CWA ASSET MANAGEMENT GROUP LLC $3.28B
1382026-07-14 09:02:51COX CAPITAL CO LLC $179.67M
1392026-07-14 08:49:38SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO LTD $609.24M
1402026-07-14 08:40:41BREWSTER FINANCIAL PLANNING LLC $182.13M
1412026-07-14 08:05:11BROWN SHIPLEY& CO LTD $193.13M
1422026-07-14 07:54:54NARIA INC $512.56M
1432026-07-14 07:52:29GLENCORE PLC $4.87B
1442026-07-14 06:50:55SMITH ASSET MANAGEMENT CO LLC $127.11M
1452026-07-14 06:47:57ENCOMPASS MORE ASSET MANAGEMENT $687.34M
1462026-07-14 06:00:32CAMBRIDGE FINANCIAL GROUP LLC $317.63M
1472026-07-13 21:46:42WALL STREET FINANCIAL GROUP INC $187.07M
1482026-07-13 21:38:30ARNOLD FINANCIAL PLANNING LLC $134.09M
1492026-07-13 21:29:10Y INTERCEPT (HONG KONG) LTD $5.05B
1502026-07-13 21:27:30EMERGENT WEALTH ADVISORS LLC $192.41M
1512026-07-13 21:13:57JETER ROBERT S II $104.37M
1522026-07-13 21:10:08MARKIN ASSET MANAGEMENT LP $116.85M
1532026-07-13 21:01:07MIDWAY CAPITAL RESEARCH & MANAGEMENT $125.82M
1542026-07-13 20:53:15CLEARVIEW WEALTH MANAGEMENT LLC $155.59M
1552026-07-13 20:47:09NET WORTH ADVISORY GROUP $396.90M
1562026-07-13 20:42:59CADENT CAPITAL ADVISORS LLC $485.07M
1572026-07-13 20:40:42DEFINE FINANCIAL LLC $217.79M
1582026-07-13 20:30:11CLARK & STUART INC $159.38M
1592026-07-13 20:16:46ADAMS ASSET ADVISORS LLC $881.77M
1602026-07-13 19:50:00SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC $253.64M
1612026-07-13 19:11:26MOGY JOEL R INVESTMENT COUNSEL INC $1.75B
1622026-07-13 19:05:19CANNAE HOLDINGS INC (CNNE) $133.62M
1632026-07-13 18:59:29CROMWELL HOLDINGS LLC $222.78M
1642026-07-13 18:13:37NEW COVENANT TRUST COMPANY NA $132.66M
1652026-07-13 17:55:11CHICKASAW CAPITAL MANAGEMENT LLC $2.78M
1662026-07-13 17:47:54ROCKINGSTONE ADVISORS LLC $249.08M
1672026-07-13 17:43:01STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC $148.60M
1682026-07-13 17:36:32BRICKLEY WEALTH MANAGEMENT $696.37M
1692026-07-13 17:28:51HBE WEALTH MANAGEMENT LLC $139.23M
1702026-07-13 17:13:26GILBERT CAPITAL GROUP INC $142.76M
1712026-07-13 17:12:27FINANCIAL SOLUTIONS ADVISORY GROUP INC $790.88M
1722026-07-13 17:11:29STRATEGIC FINANCIAL GROUP LLC $104.37M
1732026-07-13 17:10:00WILIAN SECURITIES LLC $169.28M
1742026-07-13 17:04:08PATTON FUND MANAGEMENT INC $462.37M
1752026-07-13 17:04:03OAK ROOT LLC $906.27M
1762026-07-13 17:02:52VOISARD ASSET MANAGEMENT GROUP INC $528.56M
1772026-07-13 17:01:33FALCON WEALTH PLANNING $1.58B
1782026-07-13 16:57:52CENTENNIAL WEALTH ADVISORY LLC $463.22M
1792026-07-13 16:56:54CLARITY CAPITAL ADVISORS LLC $238.54M
1802026-07-13 16:56:43SOUND STEWARDSHIP LLC $242.42M
1812026-07-13 16:55:26FCG INVESTMENT CO $289.18M
1822026-07-13 16:53:51RTD FINANCIAL ADVISORS INC $916.93M
1832026-07-13 16:52:47BROADWAY WEALTH SOLUTIONS INC $214.09M
1842026-07-13 16:52:36WEALTH INTELLIGENCE LLC $215.28M
1852026-07-13 16:50:04V M MANNING & CO INC $116.66M
1862026-07-13 16:47:51AZARIAS CAPITAL MANAGEMENT L P $229.82M
1872026-07-13 16:46:20RED DOOR WEALTH MANAGEMENT LLC $1.10B
1882026-07-13 16:39:26CAPITAL ADVANTAGE INC $819.65M
1892026-07-13 16:38:52HCR WEALTH ADVISORS $1.12B
1902026-07-13 16:38:28STENGER FAMILY OFFICE LLC $629.36M
1912026-07-13 16:37:22HIGH PROBABILITY ADVISORS LLC $935.03M
1922026-07-13 16:36:13OMNI 360 WEALTH INC $216.44M
1932026-07-13 16:32:07ETF PORTFOLIO PARTNERS INC $420.38M
1942026-07-13 16:30:56UNITED ASSET STRATEGIES INC $1.41B
1952026-07-13 16:29:37ROCKWOOD WEALTH MANAGEMENT LLC $1.58B
1962026-07-13 16:26:30FRANKLY FINANCES LLC $1.71M
1972026-07-13 16:22:38CHERRYDALE WEALTH MANAGEMENT LLC $382.18M
1982026-07-13 16:22:35BRADY FAMILY WEALTH LLC $346.49M
1992026-07-13 16:22:13CISCO SYSTEMS INC $405.22M
2002026-07-13 16:21:59GRADIENT CAPITAL ADVISORS LLC $431.78M
2012026-07-13 16:12:51REX ADVISERS LLC $44.28M
2022026-07-13 16:09:59NORTH DALLAS BANK & TRUST CO $168.69M
2032026-07-13 16:04:03HHM WEALTH ADVISORS LLC $995.98M
2042026-07-13 16:03:24ROFFMAN MILLER ASSOCIATES INC PA $1.91B
2052026-07-13 16:02:29PARKSIDE INVESTMENTS LLC $902.19M
2062026-07-13 15:57:41HMV WEALTH ADVISORS LLC $256.87M
2072026-07-13 15:55:58LDIC INC $159.67M
2082026-07-13 15:49:16LYNCH ASSOCIATES IN $572.51M
2092026-07-13 15:46:27ONE + ONE WEALTH MANAGEMENT LLC $231.80M
2102026-07-13 15:44:45R H DINEL INVESTMENT COUNSEL INC $130.20M
2112026-07-13 15:34:47KESSLER INVESTMENT GROUP LLC $234.22M
2122026-07-13 15:30:53SHEETS SMITH WEALTH MANAGEMENT $1.00B
2132026-07-13 15:25:07PHYSICIAN WEALTH SOLUTIONS INC $263.75M
2142026-07-13 15:23:18EASTOVER INVESTMENT ADVISORS LLC $253.89M
2152026-07-13 15:22:07SUNFLOWER BANK N A $418.35M
2162026-07-13 15:14:44EAGLE WEALTH ADVISORS LLC $131.06M
2172026-07-13 15:11:34SILVIA MCCOLL WEALTH MANAGEMENT LLC $166.22M
2182026-07-13 14:59:50PFW ADVISORS LLC $343.03M
2192026-07-13 14:59:47LANCASTER INVESTMENT MANAGEMENT LLP $165.41K
2202026-07-13 14:56:50PLUS GROUP WEALTH ADVISORS LLC $106.33M
2212026-07-13 14:38:41GENESIS PRIVATE WEALTH LLC $355.76M
2222026-07-13 14:35:17DEDORA CAPITAL INC $460.10M
2232026-07-13 14:32:52EAGLE CAPITAL MANAGEMENT LLC LA $292.91K
2242026-07-13 14:30:45DRUCKER WEALTH 30 LLC $632.33M
2252026-07-13 14:27:31HOWLAND CAPITAL MANAGEMENT LLC $2.77B
2262026-07-13 14:23:58RIVERBRIDGE PARTNERS LLC $3.58B
2272026-07-13 14:18:28HOLLAND ADVISORY SERVICES INC $90.54M
2282026-07-13 14:05:07HOLCOMBE FINANCIAL INC $177.14M
2292026-07-13 13:59:39STONEPINE ASSET MANAGEMENT INC $16.19B
2302026-07-13 13:55:46MOISAND FITZGERALD TAMAYO LLC $1.02B
2312026-07-13 13:53:36GUARDIAN WEALTH MANAGEMENT INC $203.52M
2322026-07-13 13:51:48OPTIVISE ADVISORY SERVICES LLC $196.99M
2332026-07-13 13:49:50MARTEL WEALTH ADVISORS INC $635.69M
2342026-07-13 13:49:33DORATO CAPITAL MANAGEMENT $147.46M
2352026-07-13 13:43:12THOMPSON INVESTMENT MANAGEMENT INC $871.57M
2362026-07-13 13:39:45PLANNED SOLUTIONS INC $348.94M
2372026-07-13 13:37:00FIRST HAWAIIAN BANK $789.53M
2382026-07-13 13:31:12ORIN GREEN FINANCIAL LLC $271.05M
2392026-07-13 13:30:27RICHARD P SLAUGHTER ASSOCIATES INC $510.08M
2402026-07-13 13:25:56NORTHWEST WEALTH MANAGEMENT LLC $758.11M
2412026-07-13 13:25:24AUGUSTINE ASSET MANAGEMENT INC $493.88M
2422026-07-13 13:08:53WEDMONT PRIVATE CAPITAL $3.65B
2432026-07-13 13:08:34WOLFF WIESE MAGANA LLC $217.45M
2442026-07-13 12:56:47BOS ASSET MANAGEMENT LLC $430.71M
2452026-07-13 12:45:49DECISION INVESTMENTS INC $109.85M
2462026-07-13 12:39:23PACIFICA PARTNERS INC $331.58M
2472026-07-13 12:36:50STRONG TOWER ADVISORY SERVICES $558.06M
2482026-07-13 12:34:5621 WEST WEALTH MANAGEMENT LLC $117.05M
2492026-07-13 12:30:56FRIEDENTHAL FINANCIAL $216.59M
2502026-07-13 12:25:49MERRION INVESTMENT MANAGEMENT CO LLC $211.29M
2512026-07-13 12:23:49FIRST CITY CAPITAL MANAGEMENT INC $205.51M
2522026-07-13 12:19:34INDEPENDENCE BANK OF KENTUCKY $887.57M
2532026-07-13 12:17:57MCMAHON FINANCIAL ADVISORS LLC $586.68M
2542026-07-13 12:08:17ECHO45 ADVISORS LLC $193.60M
2552026-07-13 12:00:03DAVENPORT CO LLC $20.35B
2562026-07-13 11:51:42AVONDALE WEALTH MANAGEMENT $245.27M
2572026-07-13 11:43:29GODSEY GIBB ASSOCIATES $1.22B
2582026-07-13 11:35:49PERENNIAL ADVISORS LLC $649.22M
2592026-07-13 11:33:19ARDSLEY ADVISORY PARTNERS $960.21M
2602026-07-13 11:29:03GENERALI INVESTMENTS CEE INVESTICNI SPOLECNOST AS $2.11B
2612026-07-13 11:27:22WOODSTOCK CORP $1.20B
2622026-07-13 11:16:36MCCOLLUM CHRISTOFERSON GROUP LLC $340.98M
2632026-07-13 11:13:21ORGEL WEALTH MANAGEMENT LLC $5.27B
2642026-07-13 11:10:43VIKING FUND MANAGEMENT LLC $1.12B
2652026-07-13 11:07:04LAWOOD & CO $147.65M
2662026-07-13 11:06:22ABLES IANNONE MOORE & ASSOCIATES INC $187.67M
2672026-07-13 10:51:04BREACHWAY INVESTMENTS LLC $66.40M
2682026-07-13 10:50:15AURELIUS FAMILY OFFICE LLC $253.87M
2692026-07-13 10:48:44HAMILTON LANE ADVISORS LLC $148.59M
2702026-07-13 10:44:22STEEL PEAK WEALTH MANAGEMENT LLC $3.86B
2712026-07-13 10:25:57GLEASON GROUP INC $1.15B
2722026-07-13 10:24:24CLIENT 1ST ADVISORY GROUP LLC $383.68M
2732026-07-13 10:20:11ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC $657.55M
2742026-07-13 10:17:03CGC FINANCIAL SERVICES LLC $444.66M
2752026-07-13 10:14:14ARMSTRONG ADVISORY GROUP INC $1.64B
2762026-07-13 10:13:05SENTINEL TRUST CO LBA $1.13M
2772026-07-13 10:08:45SOUTHLAND EQUITY PARTNERS LLC $571.01M
2782026-07-13 10:06:04BUTTONWOOD FINANCIAL ADVISORS INC $328.72M
2792026-07-13 10:05:59MCALISTER SWEET & ASSOCIATES INC $187.11M
2802026-07-13 10:04:57PURUS WEALTH MANAGEMENT LLC $363.23M
2812026-07-13 10:01:47BASKIN FINANCIAL SERVICES INC $1.27M
2822026-07-13 09:58:28ASEMPA WEALTH ADVISORS $134.07M
2832026-07-13 09:58:18FIRST CITIZENS BANK TRUST CO $6.69B
2842026-07-13 09:53:42ARCADIA INVESTMENT ADVISORS LLC $237.11M
2852026-07-13 09:49:01GOUWS CAPITAL LLC $214.95M
2862026-07-13 09:45:16KAMES CAPITAL PLC $9.38B
2872026-07-13 09:44:38MAIN STREET GROUP LTD $429.19M
2882026-07-13 09:40:24O'KEEFE STEVENS ADVISORY INC $487.66M
2892026-07-13 09:39:06KILNER CAPITAL ADVISORS LLC $116.71M
2902026-07-13 09:23:44QUINTET PRIVATE BANK (EUROPE) SA $1.60B
2912026-07-13 09:21:08UNIVERSITY OF CAMBRIDGE INVESTMENT MANAGEMENT LTD $93.89M
2922026-07-13 09:20:27WATERWAY WEALTH MANAGEMENT LLC $489.74M
2932026-07-13 09:15:49SHELTON WEALTH MANAGEMENT LLC $254.91M
2942026-07-13 09:01:28OLISTICO WEALTH LLC $233.77M
2952026-07-13 08:46:50LAKESHORE FINANCIAL PLANNING INC $310.65M
2962026-07-13 08:43:57SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $277.54M
2972026-07-13 08:36:14ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC $95.26M
2982026-07-13 08:32:57NIPPON LIFE INSURANCE CO $6.04M
2992026-07-13 08:16:12HASSELL WEALTH MANAGEMENT LLC $326.00M
3002026-07-13 07:25:49KENNEBEC SAVINGS BANK $124.60M
3012026-07-13 06:51:41COVEA FINANCE $3.17B
3022026-07-13 06:02:12AYALON HOLDINGS LTD $814.95K
3032026-07-10 18:18:32TEAM FINANCIAL GROUP LLC $235.55M
3042026-07-10 17:53:47CLIENT FIRST CAPITAL LLC $251.13M
3052026-07-10 17:43:33QUADRATIC CAPITAL MANAGEMENT LLC $250.14M
3062026-07-10 17:43:01PARK EDGE ADVISORS LLC $474.91M
3072026-07-10 17:39:27OAK ASSET MANAGEMENT LLC $311.01M
3082026-07-10 17:39:03CYPRESS WEALTH SERVICES LLC $814.94M
3092026-07-10 17:38:35CHATHAM CAPITAL GROUP INC $783.04M
3102026-07-10 17:38:16SHELTER ROCK MANAGEMENT LLC $103.12M
3112026-07-10 17:37:50BAUGH ASSOCIATES LLC $226.02M
3122026-07-10 17:37:19SCHARF INVESTMENTS LLC $3.03B
3132026-07-10 17:36:49MITCHELL AND PAHLPRIVATE WEALTH LLC $272.21M
3142026-07-10 17:35:17INTEGRIS WEALTH MANAGEMENT LLC $495.21M
3152026-07-10 17:34:47CURATED WEALTH PARTNERS LLC $773.64M
3162026-07-10 17:34:15VERACITY CAPITAL LLC $370.39M
3172026-07-10 17:33:16NEUMANN CAPITAL MANAGEMENT LLC $151.18M
3182026-07-10 17:33:16PARK CAPITAL MANAGEMENT LLC WI $169.85M
3192026-07-10 17:32:10APS MANAGEMENT GROUP INC $130.11M
3202026-07-10 17:30:57HECK CAPITAL ADVISORS LLC $1.67B
3212026-07-10 17:29:28LEVERTY FINANCIAL GROUP LLC $514.14M
3222026-07-10 17:20:10TAYLOR & MORGAN WEALTH MANAGEMENT LLC $202.85M
3232026-07-10 17:15:43ADIRONDACK CAPITAL ADVISORS LLC $186.46M
3242026-07-10 17:11:16FORM WEALTH ADVISORS LLC $909.31M
3252026-07-10 17:03:50RAMSEY QUANTITATIVE SYSTEMS $111.59M
3262026-07-10 16:27:33PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC $170.58M
3272026-07-10 16:02:44CABANA LLC $13.27M
3282026-07-10 15:45:20UPTOWN FINANCIAL ADVISORS LLC $151.87M
3292026-07-10 15:40:47HUDSON VALUE PARTNERS LLC $398.50M
3302026-07-10 15:40:02TRUST CO $1.11B
3312026-07-10 15:35:39WHITENER CAPITAL MANAGEMENT INC $472.15M
3322026-07-10 15:29:14PARTNERSHIP WEALTH MANAGEMENT LLC $147.95M
3332026-07-10 15:18:23HRC WEALTH MANAGEMENT LLC $244.42M
3342026-07-10 15:15:16G S CAPITAL LLC $345.20M
3352026-07-10 15:09:00LEDERER ASSOCIATES INVESTMENT COUNSEL CA $151.92K
3362026-07-10 15:08:03KENTUCKY TRUST CO $207.90M
3372026-07-10 15:06:18TORREN MANAGEMENT LLC $196.69M
3382026-07-10 14:58:11NOLET WEALTH MANAGEMENT LLC $181.12M
3392026-07-10 14:48:50WILLIAM MACK & ASSOCIATES INC $283.72M
3402026-07-10 14:44:22FRUTH INVESTMENT MANAGEMENT $420.62K
3412026-07-10 14:43:04FIDUCIARY FINANCIAL GROUP LLC $882.39M
3422026-07-10 14:34:08FARRELL FINANCIAL LLC $184.90M
3432026-07-10 14:31:15LAM GROUP INC $201.36M
3442026-07-10 14:31:09STONEKEEP INVESTMENTS LLC $171.81M
3452026-07-10 14:16:10CANVAS WEALTH ADVISORS LLC $716.87M
3462026-07-10 14:08:34RISE ADVISORS LLC $355.35M
3472026-07-10 14:07:46ARKFELD WEALTH STRATEGIES L L C $334.46M
3482026-07-10 13:58:57SUNESIS ADVISORS LLC $241.86M
3492026-07-10 13:57:20GENWEALTH GROUP INC $641.84M
3502026-07-10 13:43:13DAGCO INC $541.06M
3512026-07-10 13:41:50WEST BRANCH CAPITAL LLC $430.26M
3522026-07-10 13:24:09PEIRCE CAPITAL MANAGEMENT LLC $272.74M
3532026-07-10 13:03:01NVEST WEALTH STRATEGIES INC $1.00
3542026-07-10 12:58:55DINUZZO PRIVATE WEALTH INC $1.01B
3552026-07-10 12:56:39KENNICOTT CAPITAL MANAGEMENT LLC $215.88M
3562026-07-10 12:43:02FAMILY WEALTH PARTNERS LLC $325.83M
3572026-07-10 12:41:32CARDINAL CAPITAL MANAGEMENT INC $4.13B
3582026-07-10 12:41:26MAGNOLIA CAPITAL MANAGEMENT LTD $144.92K
3592026-07-10 12:39:11TEMA ETFS LLC $3.09B
3602026-07-10 12:32:26HAVEN CAPITAL GROUP INC $124.52M
3612026-07-10 12:25:34BUTENSKY COHEN FINANCIAL SECURITY INC $404.26M
3622026-07-10 12:24:20JAPAN POST HOLDINGS CO LTD $5.97B
3632026-07-10 12:21:53FINANCIAL PLANNING FORT COLLINS LLC $132.02M
3642026-07-10 12:09:23JFS WEALTH ADVISORS LLC $2.01B
3652026-07-10 11:52:28ENVISION FINANCIAL LLC $217.09M
3662026-07-10 11:45:37INVESTORS RESEARCH CORP $558.78M
3672026-07-10 11:43:10ANNEX ADVISORY SERVICES LLC $5.86B
3682026-07-10 11:42:29PATHFINDER WEALTH CONSULTING INC $0.00
3692026-07-10 11:36:24TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH ALLIANZ POLSKA SA $46.62M
3702026-07-10 11:35:02INSIGHT WEALTH STRATEGIES LLC $1.02B
3712026-07-10 11:32:09ACCEL WEALTH MANAGEMENT $444.38M
3722026-07-10 11:29:02BANK & TRUST CO $158.43M
3732026-07-10 11:17:30BUSKA WEALTH MANAGEMENT LLC $277.30M
3742026-07-10 11:15:43HYPERION ASSET MANAGEMENT LTD $3.77B
3752026-07-10 11:10:13WEDGE CAPITAL MANAGEMENTLLPNC $6.06B
3762026-07-10 11:03:49ABOUND WEALTH MANAGEMENT $503.86M
3772026-07-10 11:03:05NORTHSIDE CAPITAL MANAGEMENT LLC $1.22B
3782026-07-10 10:47:28TRINITY STREET ASSET MANAGEMENT LLP $1.94B
3792026-07-10 10:37:30REGENT PEAK WEALTH ADVISORS LLC $540.13M
3802026-07-10 10:33:12GOALFUSION WEALTH MANAGEMENT LLC $247.66M
3812026-07-10 10:14:05LEE KELLEHER WEALTH MANAGEMENT $191.22M
3822026-07-10 09:59:04OLDFIELD PARTNERS LLP $414.83M
3832026-07-10 09:48:22FIRST COMMUNITY TRUST NA $221.42M
3842026-07-10 09:47:18SL ADVISORS LLC $57.16M
3852026-07-10 09:37:46ALKEN ASSET MANAGEMENT LTD $89.58K
3862026-07-10 09:36:27WALKER ASSET MANAGEMENT LLC $198.22M
3872026-07-10 09:32:46BALLAST INC $530.23M
3882026-07-10 09:30:40ALM FIRST FINANCIAL ADVISORS LLC $593.62M
3892026-07-10 09:25:25CAMELOT TECHNOLOGY ADVISORS INC $148.73M
3902026-07-10 09:24:21CHARLES SCHWAB TRUST CO $1.79B
3912026-07-10 09:17:19SALVUS WEALTH MANAGEMENT LLC $178.49M
3922026-07-10 09:14:45BFI INFINITY LTD $336.74M
3932026-07-10 09:13:00KWB WEALTH $1.17B
3942026-07-10 09:10:46PROSPERITY PLANNING INC $436.30M
3952026-07-10 09:09:54FINANCIAL DESIGNS CORP $186.57M
3962026-07-10 09:09:05SCOTT CAPITAL ADVISORS LLC $638.51M
3972026-07-10 09:08:23SPINNAKER INVESTMENT GROUP LLC $624.08M
3982026-07-10 08:44:44WEALTH GROUP LTD $522.54M
3992026-07-10 08:44:24CITY HOLDING CO $884.45M
4002026-07-10 08:43:09ORRSTOWN FINANCIAL SERVICES INC $673.66M
4012026-07-10 08:00:10STEPHENS GROUP LLC $206.32M
4022026-07-10 07:27:08HANDELSBANKEN FONDER AB $35.10M
4032026-07-10 07:20:27AQUAMARINE ZURICH AG $144.09K
4042026-07-10 06:58:23GENERALI INVESTMENTS MANAGEMENT CO LLC $460.34M
4052026-07-10 06:42:36E OHMAN J:OR ASSET MANAGEMENT AB $4.30B
4062026-07-09 21:13:53NORTHCAPE CAPITAL PTY LTD $741.77M
4072026-07-09 19:38:25YOFFE INVESTMENT MANAGEMENT LLC $87.35M
4082026-07-09 19:23:40AUSBIL INVESTMENT MANAGEMENT LTD $221.02M
4092026-07-09 18:50:06WRIGHT FUND MANAGMENT LLC $2.08B
4102026-07-09 18:11:21WASATCH ADVISORS INC $15.28B
4112026-07-09 17:51:46DOLIVER CAPITAL ADVISORS INC $441.94M
4122026-07-09 17:49:38DIVERSIFIED MANAGEMENT INC $468.08M
4132026-07-09 17:39:32CLARUS WEALTH ADVISORS $259.51M
4142026-07-09 17:39:06PEOPLES BANK KS $102.88M
4152026-07-09 17:29:19CPA ASSET MANAGEMENT LLC $347.25M
4162026-07-09 17:14:54FINANCIAL ADVISORY CORP $754.17M
4172026-07-09 17:14:21LWM ADVISORS INC $134.11M
4182026-07-09 17:12:19AVENUE 1 ADVISORS LLC $372.32M
4192026-07-09 17:10:34STEADTRUST LLC $197.73M
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4232026-07-09 17:03:32BARON FINANCIAL GROUP LLC $209.57M
4242026-07-09 17:02:04DIPAOLO FINANCIAL GROUP INC $153.07M
4252026-07-09 17:01:06REVOLVE WEALTH PARTNERS LLC $965.20M
4262026-07-09 17:00:07ARES FINANCIAL CONSULTING LLC $139.39M
4272026-07-09 16:59:55KEY CLIENT FIDUCIARY ADVISORS LLC $346.69M
4282026-07-09 16:58:25ASSET ADVISORY GROUP INC $228.78M
4292026-07-09 16:57:22VISTA INVESTMENT PARTNERS LLC $397.36M
4302026-07-09 16:56:21CENTURION WEALTH MANAGEMENT LLC $418.23M
4312026-07-09 16:55:03BAY RIVERS GROUP $293.01M
4322026-07-09 16:53:51FINIVI INC $194.94M
4332026-07-09 16:53:15FRANKLIN STREET ADVISORS INC NC $1.79B
4342026-07-09 16:50:15MATRIX TRUST CO $689.54K
4352026-07-09 16:46:27QVR LLC $0.00
4362026-07-09 16:37:04WEALTHCARE CAPITAL PARTNERS LLC $242.01M
4372026-07-09 16:33:25TENZING FINANCIAL LLC $145.62M
4382026-07-09 16:28:05WARNER FINANCIAL INC $340.10M
4392026-07-09 16:16:07FFG RETIREMENT ADVISORS LLC $188.91M
4402026-07-09 16:15:46CHARIS LEGACY PARTNERS LLC $81.33M
4412026-07-09 16:13:11KRAFT DAVIS & ASSOCIATES LLC $478.79M
4422026-07-09 16:12:53DEFENDER CAPITAL LLC $307.97M
4432026-07-09 16:12:45KOPP FAMILY OFFICE LLC $163.17M
4442026-07-09 16:07:47FINANCIAL MANAGEMENT PROFESSIONALS INC $1.05B
4452026-07-09 16:07:21HARRELL INVESTMENT PARTNERS LLC $461.33M
4462026-07-09 16:05:22FIRST BANK TRUST $680.02M
4472026-07-09 16:01:40SHRIER WEALTH MANAGEMENT LLC $296.46M
4482026-07-09 16:01:06PERKINS COIE TRUST CO $603.28M
4492026-07-09 16:00:11HOFFMAN ALAN N INVESTMENT MANAGEMENT $169.28M
4502026-07-09 15:54:07ALLIANCE PRIVATE WEALTH LLC $287.85M
4512026-07-09 15:54:06FULTON BANK N A $3.27B
4522026-07-09 15:46:48ADVICEONE ADVISORY SERVICES LLC $177.02M
4532026-07-09 15:43:39MENDOTA FINANCIAL GROUP LLC $161.36M
4542026-07-09 15:41:23CHOICE WEALTH ADVISORS LLC $284.96M
4552026-07-09 15:37:09WEALTHCARE ADVISORY PARTNERS LLC $5.27B
4562026-07-09 15:36:44PALADIN WEALTH LLC $171.94M
4572026-07-09 15:29:26FLUENT FINANCIAL LLC $280.18M
4582026-07-09 15:29:07WEALTHCARE CAPITAL MANAGEMENT LLC $1.05B
4592026-07-09 15:28:55LEGACY WEALTH ASSET MANAGEMENT LLC $455.63M
4602026-07-09 15:28:19LEGACY WEALTH MANAGEMENT INC $1.91B
4612026-07-09 15:25:44PETTINGA FINANCIAL ADVISORS LLC $623.93M
4622026-07-09 15:24:41CAPITAL WEALTH MANAGEMENT LLC $415.89M
4632026-07-09 15:23:58VERTRIX WEALTH MANAGEMENT LLC $296.97M
4642026-07-09 15:23:41ALLIANCE WEALTH ADVISORS LLC $307.75M
4652026-07-09 15:21:51DUDLEY SHANLEY LLC $662.29M
4662026-07-09 15:21:38MELONE PRIVATE WEALTH LLC $262.55M
4672026-07-09 15:17:55ALLIED PRIVATE WEALTH LLC $156.00M
4682026-07-09 15:17:42KASTEL CAPITAL ADVISORS LLC $158.12M
4692026-07-09 15:07:43IFC & INSURANCE MARKETING INC $113.57M
4702026-07-09 15:05:47COREPATH WEALTH PARTNERS LLC $160.33M
4712026-07-09 15:04:39HERBST GROUP LLC $183.46M
4722026-07-09 15:04:14FRANKLIN PARLAPIANO TURNER WELCH LLC $442.25M
4732026-07-09 15:03:50TOWER TRUST & INVESTMENT CO $164.80M
4742026-07-09 15:02:55STONECREST WEALTH MANAGEMENT INC $312.96M
4752026-07-09 14:57:40CONSTITUTION CAPITAL LLC $194.80M
4762026-07-09 14:57:01SNOW PHIPPS GROUP LLC $325.87M
4772026-07-09 14:53:29FERGUSON SHAPIRO LLC $341.83M
4782026-07-09 14:51:25CONTRAVISORY INVESTMENT MANAGEMENT INC $566.08M
4792026-07-09 14:50:17SHIRA RIDGE WEALTH MANAGEMENT $286.61M
4802026-07-09 14:49:11AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $128.46M
4812026-07-09 14:48:17ATLAS BROWN INC $3.74B
4822026-07-09 14:45:56WORLD EQUITY GROUP INC $446.62M
4832026-07-09 14:45:39PROFESSIONAL FINANCIAL ADVISORS LLC $578.12M
4842026-07-09 14:42:55NEXT LEVEL PRIVATE LLC $510.51M
4852026-07-09 14:37:36FOCUS FINANCIAL NETWORK INC $3.23B
4862026-07-09 14:31:38ARBOR WEALTH ADVISORS LLC $163.55M
4872026-07-09 14:24:26SHERMAN WEALTH MANAGEMENT LLC $132.84M
4882026-07-09 14:19:40LVM CAPITAL MANAGEMENT LTD MI $1.19M
4892026-07-09 14:18:22BAY COLONY ADVISORY GROUP INC D B A BAY COLONY ADVISORS $902.79M
4902026-07-09 14:12:16STERLING INVESTMENT ADVISORS LLC ADV $222.64M
4912026-07-09 14:02:10COMMUNITY FINANCIAL SERVICES GROUP LLC $686.35M
4922026-07-09 13:54:47KMG FIDUCIARY PARTNERS LLC $1.08B
4932026-07-09 13:43:33WILLIAM HOWARD & CO FINANCIAL ADVISORS INC $128.59M
4942026-07-09 13:37:01REDHAWK WEALTH ADVISORS INC $1.02B
4952026-07-09 13:32:30MARQUETTE ASSET MANAGEMENT INC $778.62M
4962026-07-09 13:32:14SAGE CAPITAL ADVISORS LLC $481.92M
4972026-07-09 13:29:13HIGHLAND FINANCIAL ADVISORS LLC $454.58M
4982026-07-09 13:27:30CAROLINA WEALTH ADVISORS LLC $255.15M
4992026-07-09 13:25:54FC ADVISORY LLC $377.60M
5002026-07-09 13:13:16SMI ADVISORY SERVICES LLC $617.02M
5012026-07-09 13:12:43SHANKERVALLEAU WEALTH ADVISORS INC $379.57M
5022026-07-09 13:08:20FULCRUM EQUITY MANAGEMENT $136.40M
5032026-07-09 12:59:13BONNESS ENTERPRISES INC $310.09M
5042026-07-09 12:58:24PACIFIC CAPITAL WEALTH ADVISORS INC $663.35M
5052026-07-09 12:53:31FFG PARTNERS LLC $352.42M
5062026-07-09 12:49:51CMH WEALTH MANAGEMENT LLC $655.46M
5072026-07-09 12:42:50NORTHWESTERN UNIVERSITY $63.33M
5082026-07-09 12:41:17AFFIANCE FINANCIAL LLC $695.44M
5092026-07-09 12:34:12AI FINANCIAL SERVICES LLC $229.61M
5102026-07-09 12:30:46INFINITY WEALTH COUNSEL LLC $123.76M
5112026-07-09 12:03:04LVZ ADVISORS INC $984.27M
5122026-07-09 11:58:19PISCATAQUA SAVINGS BANK $148.14M
5132026-07-09 11:56:52SAFIR WEALTH ADVISORS LLC $153.90M
5142026-07-09 11:51:51LIFEGUIDE FINANCIAL ADVISORS LLC $351.16M
5152026-07-09 11:47:24LANTZ FINANCIAL LLC $546.15M
5162026-07-09 11:44:51STABLEPOINT PARTNERS LLC $722.70M
5172026-07-09 11:39:24MEMBERS WEALTH LLC $182.43M
5182026-07-09 11:36:35HENRY JAMES INTERNATIONAL MANAGEMENT INC $333.81M
5192026-07-09 11:31:58EAGLE WEALTH STRATEGIES LLC $261.73M
5202026-07-09 11:30:40JUNCTURE WEALTH STRATEGIES LLC $384.39M
5212026-07-09 11:26:07DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC $181.48M
5222026-07-09 11:22:47MAGNUS FINANCIAL GROUP LLC $1.41B
5232026-07-09 11:21:21POLARIS INVESTMENT ADVISORS LLC $156.12M
5242026-07-09 11:20:29STEGINSKY CAPITAL LLC $666.25K
5252026-07-09 11:19:44OMNIA FAMILY WEALTH LLC $373.16M
5262026-07-09 11:14:16SHARKEY HOWES JAVER $828.74M
5272026-07-09 11:08:56FMA WEALTH MANAGEMENT LLC $156.16M
5282026-07-09 11:04:45JBR CO FINANCIAL MANAGEMENT INC $274.09M
5292026-07-09 11:02:21THREE BEARINGS FIDUCIARY ADVISORS INC $111.60M
5302026-07-09 11:00:47WINTER & ASSOCIATES INC $133.09M
5312026-07-09 10:58:15EAGLE ROCK INVESTMENT COMPANY LLC $808.29M
5322026-07-09 10:53:07FRAGASSO GROUP INC $1.88B
5332026-07-09 10:52:47A R SCHMEIDLER CO INC $2.29B
5342026-07-09 10:52:07FREESTATE ADVISORS LLC $133.62M
5352026-07-09 10:51:43MAROTTA ASSET MANAGEMENT $600.93M
5362026-07-09 10:51:26NORTHBRIDGE FINANCIAL GROUP LLC $260.82M
5372026-07-09 10:44:12SYQUANT CAPITAL SAS $447.18K
5382026-07-09 10:41:37AVANT FINANCIAL ADVISORS LLC $160.55M
5392026-07-09 10:36:11PARISI GRAY WEALTH MANAGEMENT $487.15M
5402026-07-09 10:33:15CULLEN INVESTMENT GROUP LTD $826.54M
5412026-07-09 10:20:45BATH SAVINGS TRUST CO $965.14M
5422026-07-09 10:20:27WLTH CAPITAL MANAGEMENT LLC $156.02M
5432026-07-09 10:17:06WINCAP FINANCIAL LLC $185.17M
5442026-07-09 10:13:18WERLINICH ASSET MANAGEMENT LLC $261.67M
5452026-07-09 10:09:38SEACREST WEALTH MANAGEMENT LLC $903.42M
5462026-07-09 10:07:23SELBY WEALTH MANAGEMENT LLC $282.10M
5472026-07-09 10:06:18AMERICAN STATE BANK (IOWA) $246.51M
5482026-07-09 10:05:31SAPIENT CAPITAL LLC $7.64B
5492026-07-09 10:00:08SAGE INVESTMENT ADVISERS LLC $148.67M
5502026-07-09 09:58:13BANQUE DE LUXEMBOURG SA $211.99M
5512026-07-09 09:57:34PSP RESEARCH LLC $187.88M
5522026-07-09 09:57:15INDEPENDENCE FINANCIAL ADVISORS LLC $385.51M
5532026-07-09 09:55:15MKT ADVISORS LLC $321.81M
5542026-07-09 09:52:59MAYFLOWER FINANCIAL ADVISORS LLC $1.16B
5552026-07-09 09:49:52HENRICKSON NAUTA WEALTH ADVISORS INC $410.45M
5562026-07-09 09:46:30HALL LAURIE J TRUSTEE $321.59M
5572026-07-09 09:45:55C2C WEALTH MANAGEMENT LLC $127.64M
5582026-07-09 09:45:45EDGE WEALTH MANAGEMENT LLC $593.95M
5592026-07-09 09:39:49TOWN COUNTRY BANK TRUST CO DBA FIRST BANKERS TRUST CO $321.09M
5602026-07-09 09:38:49PROCYON PRIVATE WEALTH PARTNERS LLC $2.32B
5612026-07-09 09:35:51NEW ENGLAND RESEARCH MANAGEMENT INC $256.95M
5622026-07-09 09:35:20CYPRESS FINANCIAL PLANNING LLC $412.92M
5632026-07-09 09:34:39GILMAN HILL ASSET MANAGEMENT LLC $731.00M
5642026-07-09 09:33:56LINEWEAVER WEALTH ADVISORS LLC $844.84M
5652026-07-09 09:33:18HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $373.26M
5662026-07-09 09:32:21VILGA FINANCIAL PLANNING LLC $132.02M
5672026-07-09 09:31:33TOWERPOINT WEALTH LLC $289.12M
5682026-07-09 09:30:48EVERPAR ADVISORS LLC $351.52M
5692026-07-09 09:28:33EHRLICH FINANCIAL GROUP $194.43M
5702026-07-09 09:24:52CHEMISTRY WEALTH MANAGEMENT LLC $625.15M
5712026-07-09 09:20:13GILLESPIE ROBINSON GRIMM INC $1.57B
5722026-07-09 09:15:12ADAMSBROWN WEALTH CONSULTANTS LLC $530.17M
5732026-07-09 09:09:32MAJ INVEST HOLDING A S $2.20M
5742026-07-09 08:50:41GLP HOLDINGS LLLP $111.32M
5752026-07-09 08:25:46NARODNA BANKA SLOVENSKA $3.49B
5762026-07-09 08:22:12WELLCOME TRUST LTD THE AS TRUSTEE OF THE WELLCOME TRUST $9.01B
5772026-07-09 07:58:15SAX WEALTH ADVISORS LLC $2.46B
5782026-07-09 07:50:04OLIVER LUXXE ASSETS LLC $680.34M
5792026-07-08 20:00:45TOPOR & CO KOREA $126.85M
5802026-07-08 18:52:48DEANE RETIREMENT STRATEGIES INC $236.20M
5812026-07-08 18:46:07GREAT WATERS WEALTH MANAGEMENT $1.08B
5822026-07-08 18:37:23WEALTH SCIENCE ADVISORS LLC $224.98M
5832026-07-08 18:31:12BIRCHBROOK INC $213.05M
5842026-07-08 18:12:38EXCHANGE BANK $160.63M
5852026-07-08 18:08:22WHITAKER MYERS WEALTH MANAGERS LTD $598.76M
5862026-07-08 18:07:08HF ADVISORY GROUP LLC $323.49M
5872026-07-08 18:05:53ARISTA WEALTH MANAGEMENT LLC $926.66M
5882026-07-08 18:02:42GOALVEST ADVISORY LLC $539.12M
5892026-07-08 17:57:59ALETHEIAN WEALTH ADVISORS LLC $234.16M
5902026-07-08 17:53:00YANNI & ASSOCIATES INVESTMENT ADVISORS LLC $108.37M
5912026-07-08 17:52:03CLIENT FIRST INVESTMENT MANAGEMENT LLC $237.29M
5922026-07-08 17:49:15TACTIVE ADVISORS LLC $405.92M
5932026-07-08 17:45:43ROAN CAPITAL PARTNERS $120.58M
5942026-07-08 17:43:28EVERHART FINANCIAL GROUP INC $1.56B
5952026-07-08 17:38:28JACOBS CO CA $1.17M
5962026-07-08 17:30:34REINHART PARTNERS INC $4.38B
5972026-07-08 17:28:53AAFMAA WEALTH MANAGEMENT AND TRUST LLC $286.50M
5982026-07-08 17:17:34UNICOM SYSTEMS INC $1.53B
5992026-07-08 17:12:06STRATEGIC INVESTMENT SOLUTIONS INC IL $437.28M
6002026-07-08 17:01:37FIRST HEARTLAND CONSULTANTS INC $1.55B
6012026-07-08 16:53:07BEACON FINANCIAL STRATEGIES CORP $201.19M
6022026-07-08 16:51:13QUANTUM FINANCIAL ADVISORS LLC $1.01B
6032026-07-08 16:50:31ELDRED ROCK PARTNERS LLC $465.10M
6042026-07-08 16:49:55SHULMAN DEMEO ASSET MANAGEMENT LLC $535.00M
6052026-07-08 16:48:14SPRINKLE FINANCIAL CONSULTANTS LLC $254.91M
6062026-07-08 16:47:11WILLIAMS & NOVAK LLC $151.20M
6072026-07-08 16:46:13CHESLEY TAFT ASSOCIATES LLC IL $2.57B
6082026-07-08 16:36:54TRUST POINT INC $1.18B
6092026-07-08 16:26:46COLORADO CAPITAL MANAGEMENT INC $293.08K
6102026-07-08 16:24:323 FACTOR INDEXING LLC $118.15M
6112026-07-08 16:14:00FORESIGHT CAPITAL MANAGEMENT ADVISORS INC $205.67M
6122026-07-08 16:00:30BERKSHIRE BANK $518.12M
6132026-07-08 15:54:02THURSTON SPRINGER MILLER HERD & TITAK INC $3.41B
6142026-07-08 15:46:44BARING FINANCIAL LLC $181.71M
6152026-07-08 15:43:14INVARIANT INVESTMENT MANAGEMENT $170.57M
6162026-07-08 15:37:55BEACON INVESTMENT ADVISORY SERVICES INC $2.69B
6172026-07-08 15:33:31THAYER FINANCIAL LLC $110.03M
6182026-07-08 15:30:07FINLEY FINANCIAL LLC $248.46M
6192026-07-08 15:26:50MERIWETHER WEALTH & PLANNING LLC $201.70M
6202026-07-08 15:17:17BRAVE ASSET MANAGEMENT INC $467.48M
6212026-07-08 15:15:08LONGBOARD ASSET MANAGEMENT LP $5.96M
6222026-07-08 15:07:33THREADGILL FINANCIAL LLC $242.63M
6232026-07-08 15:01:40RENAISSANCE INVESTMENT GROUP LLC $511.42M
6242026-07-08 14:58:07LIFEGOAL WEALTH ADVISORS $218.48M
6252026-07-08 14:52:20WYNN CAPITAL LLC $223.99M
6262026-07-08 14:51:12SCOTT SELBER INC $473.72M
6272026-07-08 14:47:38FNY INVESTMENT ADVISERS LLC $278.67K
6282026-07-08 14:37:13PALOUSE CAPITAL MANAGEMENT INC $160.38M
6292026-07-08 14:30:03COOPER FINANCIAL GROUP $1.21B
6302026-07-08 13:58:25KWMG LLC $1.38B
6312026-07-08 13:56:26WHITE WING WEALTH MANAGEMENT $191.67M
6322026-07-08 13:54:28WHITCOMB & HESS INC $462.97M
6332026-07-08 13:53:54VICTRIX INVESTMENT ADVISORS $238.54M
6342026-07-08 13:52:19MFG WEALTH MANAGEMENT INC $139.80M
6352026-07-08 13:50:48TEAMWORK FINANCIAL ADVISORS LLC $1.10B
6362026-07-08 13:49:37SONOMA ALLOCATIONS LLC $321.81M
6372026-07-08 13:49:29ABNER HERRMAN BROCK LLC $1.05M
6382026-07-08 13:48:39EBERT CAPITAL MANAGEMENT INC $106.56M
6392026-07-08 13:47:17NIPUN CAPITAL LP $214.53M
6402026-07-08 13:45:46AURORA INVESTMENT MANAGERS LLC $163.53K
6412026-07-08 13:41:57TRUEWEALTH ADVISORS LLC $443.55M
6422026-07-08 13:41:19PROFESSIONAL ADVISORY SERVICES INC $835.68K
6432026-07-08 13:39:54GREEN RIDGE WEALTH PLANNING LLC $237.75M
6442026-07-08 13:38:10PUFF WEALTH MANAGEMENT LLC $98.09M
6452026-07-08 13:36:40COMMUNITY TRUST INVESTMENT CO $1.94B
6462026-07-08 13:35:09WILSEY ASSET MANAGEMENT INC $680.96M
6472026-07-08 13:34:49TURNER CAPITAL INVESTMENTS LLC $0.00
6482026-07-08 13:33:33OFS ENTERPRISE LLC $391.71M
6492026-07-08 13:27:08PLATT INVESTMENT COUNSEL LLC $149.26M
6502026-07-08 13:20:36ROCKLAND TRUST CO $2.55B
6512026-07-08 13:10:48BRIGHT ROCK CAPITAL MANAGEMENT LLC $499.05M
6522026-07-08 12:53:46NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $330.11M
6532026-07-08 12:39:00GRADIENT INVESTMENTS LLC $7.25B
6542026-07-08 12:32:45ATWOOD PALMER INC $18.78B
6552026-07-08 12:23:22NORWAY SAVINGS BANK $238.53M
6562026-07-08 12:12:49MORRIS RETIREMENT ADVISORS LLC $275.85M
6572026-07-08 12:09:58BEAIRD HARRIS WEALTH MANAGEMENT LLC $1.60B
6582026-07-08 11:52:01TL PRIVATE WEALTH $272.69M
6592026-07-08 11:43:27FLAHARTY ASSET MANAGEMENT LLC $69.87M
6602026-07-08 11:34:37WORTH ASSET MANAGEMENT LLC $312.59M
6612026-07-08 11:19:43AGATE PASS INVESTMENT MANAGEMENT LLC $271.22M
6622026-07-08 11:07:40VALEO FINANCIAL ADVISORS LLC $4.74B
6632026-07-08 11:07:27POLIANTA LTD $808.80K
6642026-07-08 11:04:42CRUMLY ASSOCIATES INC $522.27M
6652026-07-08 11:04:36SEILERN INVESTMENT MANAGEMENT LTD $793.82M
6662026-07-08 11:04:14PRIVATE WEALTH GROUP LLC $258.94M
6672026-07-08 10:51:59LEXINGTON HILL PARTNERS LLC $206.24M
6682026-07-08 10:37:58OXENFREE CAPITAL LLC $218.15M
6692026-07-08 10:37:23LEGACY WEALTH MANAGEMENT LLC MS $389.56M
6702026-07-08 10:35:09PINE HAVEN INVESTMENT COUNSEL INC $148.81M
6712026-07-08 10:34:31LEDGEWOOD WEALTH ADVISORS LLC $188.36M
6722026-07-08 10:33:50BREAKWATER CAPITAL GROUP $833.33M
6732026-07-08 10:33:13STRATEGIC POINT INVESTMENT ADVISORS LLC $767.47M
6742026-07-08 10:33:10SUNBURST FINANCIAL GROUP LLC $617.31M
6752026-07-08 10:32:22AFFINITY CAPITAL ADVISORS LLC $809.53M
6762026-07-08 10:09:35FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES $499.38M
6772026-07-08 10:04:55WEST FINANCIAL ADVISORS LLC $658.51M
6782026-07-08 09:56:53HENNION AND WALSH ASSET MANAGEMENT INC $3.50B
6792026-07-08 09:55:56WINDSOR CAPITAL MANAGEMENT LLC $384.78M
6802026-07-08 09:19:06ASSENAGON ASSET MANAGEMENT S A $80.18B
6812026-07-08 09:10:18DANMARKS NATIONALBANK $1.45B
6822026-07-08 09:09:09APELLA CAPITAL LLC $7.08B
6832026-07-08 08:45:11MIRABAUD & CIE SA $1.12M
6842026-07-08 08:40:46MALLINI COMPLETE FINANCIAL PLANNING LLC $140.17M
6852026-07-08 07:58:40CZECH NATIONAL BANK $18.35B
6862026-07-08 07:57:40LUMA CAPITAL SA SPF $112.13M
6872026-07-08 07:56:54PENSIONDANMARK PENSIONSFORSIKRINGSAKTIESELSKAB $12.04B
6882026-07-08 07:56:53SHEARWATER CAPITAL LLC $209.44M
6892026-07-08 06:30:29PKO BP BANKOWY UNIVERSAL PENSION SOCIETY JSC $349.94M
6902026-07-08 06:10:15NEUMANN ADVISORY HONG KONG LTD $355.85K
6912026-07-07 21:14:26ZRC WEALTH MANAGEMENT LLC $333.79M
6922026-07-07 19:30:27COHEN CAPITAL MANAGEMENT INC $735.48M
6932026-07-07 19:20:17CULTIVAR CAPITAL INC $155.28M
6942026-07-07 18:36:54RYAN INVESTMENT MANAGEMENT INC $220.91M
6952026-07-07 18:25:11CLUNE & ASSOCIATES LTD $661.50M
6962026-07-07 18:14:04PRAETORIAN WEALTH MANAGEMENT INC $579.59M
6972026-07-07 18:13:48DWR WEALTH MANAGEMENT LLC $133.62M
6982026-07-07 18:02:01TWIN CITIES RETIREMENT GROUP LLC $116.81M
6992026-07-07 17:55:02RVW WEALTH LLC $1.52B
7002026-07-07 17:54:22BANNERMAN WEALTH MANAGEMENT GROUP LLC $171.39M
7012026-07-07 17:48:17CASTLE ROCK WEALTH MANAGEMENT LLC $509.44M
7022026-07-07 17:47:49NERDWALLET WEALTH PARTNERS LLC $290.19M
7032026-07-07 17:47:34ACT WEALTH MANAGEMENT LLC $340.30M
7042026-07-07 17:41:38ATTESSA CAPITAL LLC $222.92M
7052026-07-07 17:40:35ELMWOOD WEALTH MANAGEMENT INC $399.80M
7062026-07-07 17:32:40MATTHEW GOFF INVESTMENT ADVISOR LLC $592.62M
7072026-07-07 17:25:02MADISON PARK CAPITAL ADVISORS LLC $140.34M
7082026-07-07 17:12:06MIRADOR CAPITAL PARTNERS LP $816.84M
7092026-07-07 17:11:29QUAD CITIES INVESTMENT GROUP LLC $278.23M
7102026-07-07 17:10:56TRINITY WEALTH MANAGEMENT LLC $315.15M
7112026-07-07 17:10:25ME ALLISON & CO INC $173.75M
7122026-07-07 17:09:48INTEGRAL INVESTMENT ADVISORS INC $453.96M
7132026-07-07 17:09:05DMKC ADVISORY SERVICES LLC $529.63M
7142026-07-07 17:08:36VISIONPOINT ADVISORY GROUP LLC $612.92M
7152026-07-07 17:06:31DYNAMIC ADVISORS SOLUTIONS LLC $3.53B
7162026-07-07 17:05:54FOCUS WEALTH ADVISORS LLC $215.72M
7172026-07-07 17:05:04WILLNER & HELLER LLC $159.71M
7182026-07-07 17:04:21MCNAUGHTON WEALTH MANAGEMENT LLC $281.62M
7192026-07-07 17:03:53GRAVES LIGHT PRIVATE WEALTH MANAGEMENT INC $1.07B
7202026-07-07 17:03:11TLWM $614.94M
7212026-07-07 17:02:03INTEGRYS WEALTH ADVISORS LLC $873.52M
7222026-07-07 17:01:27SYSTRADE AG $159.75M
7232026-07-07 17:00:27PIONEER WEALTH MANAGEMENT GROUP $413.94M
7242026-07-07 16:59:06FERMATA ADVISORS LLC $494.52M
7252026-07-07 16:58:25180 WEALTH ADVISORS LLC $997.46M
7262026-07-07 16:58:04FIRST CITIZENS FINANCIAL CORP $239.19M
7272026-07-07 16:57:24POST RESCH TALLON GROUP INC $144.58M
7282026-07-07 16:56:47BILL FEW ASSOCIATES INC $470.05M
7292026-07-07 16:56:16SFM LLC $195.07M
7302026-07-07 16:53:42FOSTER GROUP INC $3.76B
7312026-07-07 16:52:10HAMLIN CAPITAL MANAGEMENT LLC $4.45B
7322026-07-07 16:51:29JGP WEALTH MANAGEMENT LLC $1.11B
7332026-07-07 16:49:04PALLER FINANCIAL SERVICES INC $133.76M
7342026-07-07 16:48:21MECHANICS BANK TRUST DEPARTMENT $808.20M
7352026-07-07 16:47:37DAVID J YVARS GROUP $211.89M
7362026-07-07 16:45:40TRUST ASSET MANAGEMENT LLC $725.86M
7372026-07-07 16:26:46SHAYNE CO LLC $337.18M
7382026-07-07 16:25:39HARDIN CAPITAL PARTNERS LLC $215.36M
7392026-07-07 16:24:16THRIVE WEALTH MANAGEMENT LLC $787.14M
7402026-07-07 16:21:44SANDERS MORRIS HARRIS INC $172.41M
7412026-07-07 16:16:41LINCOLN CAPITAL LLC $562.00M
7422026-07-07 16:14:36ARCHER INVESTMENT MANAGEMENT LLC $292.66M
7432026-07-07 16:13:48INTEGRATED CAPITAL MANAGEMENT INC $143.32M
7442026-07-07 16:12:49CHAPIN DAVIS INC $568.58M
7452026-07-07 16:11:37GAINPLAN LLC $253.82M
7462026-07-07 15:57:49STONEHEARTH CAPITAL MANAGEMENT LLC $293.07M
7472026-07-07 15:46:20SARASIN PARTNERS LLP $8.54B
7482026-07-07 15:45:30CROCODILE CAPITAL PARTNERS GMBH $147.02M
7492026-07-07 15:42:22HUMMER FINANCIAL ADVISORY SERVICES INC $152.00M
7502026-07-07 15:41:46EMPRISE BANK $271.49M
7512026-07-07 15:41:38EVANSON FINANCIAL LLC $2.04B
7522026-07-07 15:40:07ECLECTIC ASSOCIATES INC ADV $878.34M
7532026-07-07 15:39:07IMZ ADVISORY INC $315.81M
7542026-07-07 15:37:59MIDWEST FINANCIAL NETWORK LLC $146.44M
7552026-07-07 15:31:34ISRAEL DISCOUNT BANK OF NEW YORK $54.02M
7562026-07-07 15:30:44FINANCIAL ENHANCEMENT GROUP LLC $844.35M
7572026-07-07 15:24:50MOODY NATIONAL BANK TRUST DIVISION $1.21B
7582026-07-07 15:11:31CARDEROCK CAPITAL MANAGEMENT INC $455.76M
7592026-07-07 14:51:33FLOWER CITY CAPITAL $227.12M
7602026-07-07 14:50:31WALLER FINANCIAL PLANNING GROUP INC $485.63M
7612026-07-07 14:31:37COCONUT GROVE BANK $1.01B
7622026-07-07 14:30:55CANANDAIGUA NATIONAL BANK TRUST CO $1.19B
7632026-07-07 14:26:19ARMIS ADVISERS LLC $1.09B
7642026-07-07 14:21:09SANDY COVE ADVISORS LLC $399.77M
7652026-07-07 14:19:26BRIGHTON SECURITIES CORP $232.83M
7662026-07-07 14:11:53EPIQ PARTNERS LLC $235.80M
7672026-07-07 14:05:08ARLINGTON TRUST CO LLC $1.18B
7682026-07-07 13:44:30ARLINGTON PARTNERS LLC $55.37M
7692026-07-07 13:41:44GREENFIELD SAVINGS BANK $263.65M
7702026-07-07 13:27:13HARBOR INVESTMENT ADVISORY LLC $1.43B
7712026-07-07 13:26:04OLSTEIN CAPITAL MANAGEMENT LP $0.00
7722026-07-07 13:19:55PROTA FINANCIAL LLC $151.91M
7732026-07-07 13:18:16ADDIS & HILL INC $181.48M
7742026-07-07 13:14:32CALDER FINANCIAL LLC $106.15M
7752026-07-07 13:06:32WISCONSIN WEALTH ADVISORS LLC $116.70M
7762026-07-07 13:01:48CENTRAL PACIFIC BANK TRUST DIVISION $984.06M
7772026-07-07 12:56:31GAMMA INVESTING LLC $2.69B
7782026-07-07 12:55:27GRANT PRIVATE WEALTH MANAGEMENT INC $237.17M
7792026-07-07 12:51:38NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $3.80B
7802026-07-07 12:44:33VALUE INVESTMENT PROFESSIONALS LLC $118.93M
7812026-07-07 12:37:11CRESCENT STERLING LTD $111.80M
7822026-07-07 12:36:41MADER SHANNON WEALTH MANAGEMENT INC $214.07M
7832026-07-07 12:26:33MARTIN CAPITAL PARTNERS LLC $271.96M
7842026-07-07 12:21:20GK WEALTH MANAGEMENT LLC $190.46M
7852026-07-07 12:12:56BDF GESTION $746.77M
7862026-07-07 11:58:4555 NORTH PRIVATE WEALTH LLC $508.23M
7872026-07-07 11:54:58BYRNE ASSET MANAGEMENT LLC $185.08M
7882026-07-07 11:35:26CLARK ASSET MANAGEMENT LLC $1.27B
7892026-07-07 11:17:40BARON WEALTH MANAGEMENT LLC $385.67M
7902026-07-07 11:10:51WALNUT PRIVATE EQUITY PARTNERS LLC $185.01M
7912026-07-07 10:56:03CONNECTIVE PORTFOLIO MANAGEMENT LLC $60.05M
7922026-07-07 10:44:56TT INTERNATIONAL ASSET MANAGEMENT LTD $783.35M
7932026-07-07 10:35:10MILLS WEALTH ADVISORS LLC $317.56M
7942026-07-07 10:34:22MANITOU INVESTMENT MANAGEMENT LTD $537.92M
7952026-07-07 10:28:22ORSER CAPITAL MANAGEMENT LLC $201.54M
7962026-07-07 10:21:39RED SPRUCE CAPITAL LLC $286.78M
7972026-07-07 10:16:41ARMSTRONG HENRY H ASSOCIATES INC $1.03B
7982026-07-07 10:13:29PRODIGY ASSET MANAGEMENT LLC $332.06M
7992026-07-07 10:08:08ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $187.54M
8002026-07-07 10:08:01WESTMOUNT PARTNERS LLC $457.09M
8012026-07-07 10:00:30BALLEW ADVISORS INC $193.52M
8022026-07-07 09:55:28RETIREMENT WEALTH SOLUTIONS LLC $181.50M
8032026-07-07 09:43:51CONGRESS ASSET MANAGEMENT CO MA $16.25B
8042026-07-07 09:42:40SIGFIG WEALTH MANAGEMENT LLC $3.77B
8052026-07-07 09:37:06LAKE HILLS WEALTH MANAGEMENT LLC $220.04M
8062026-07-07 09:34:13SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $261.09M
8072026-07-07 09:25:04HILEY HUNT WEALTH MANAGEMENT $253.06M
8082026-07-07 09:12:43HOWARD FINANCIAL SERVICES LTD $1.00B
8092026-07-07 08:08:17FIRST FINANCIAL CORP IN $289.03M
8102026-07-06 21:52:32CITY CENTER ADVISORS LLC $123.49M
8112026-07-06 21:45:22MOULTON WEALTH MANAGEMENT INC $152.10M
8122026-07-06 21:39:18PAUL R RIED FINANCIAL GROUP LLC $228.92M
8132026-07-06 21:09:07JBGLOBALCOM LLC $114.34M
8142026-07-06 19:00:39COOPER INVESTORS PTY LTD $217.83M
8152026-07-06 18:25:08SILCHESTER INTERNATIONAL INVESTORS LLP $62.04M
8162026-07-06 17:39:53KOPION ASSET MANAGEMENT LLC $158.21M
8172026-07-06 17:39:15CENTURYLINK INVESTMENT MANAGEMENT CO $129.00M
8182026-07-06 17:05:52ST CLAIR ADVISORS LLC $388.70M
8192026-07-06 17:05:51PATHWAY FINANCIAL ADVISORS LLC $857.31M
8202026-07-06 17:00:12ANDERSON HOAGLAND CO $1.28B
8212026-07-06 16:49:07TETRAD CORP $1.05B
8222026-07-06 16:12:37BOSTON STANDARD WEALTH MANAGEMENT LLC $6.89B
8232026-07-06 16:00:24EMINENCE CAPITAL LLC $0.00
8242026-07-06 15:55:16SOMNIO FINANCIAL GROUP LLC $168.79M
8252026-07-06 15:46:24LEGACY SOLUTIONS LLC $123.58M
8262026-07-06 15:42:48RIDGELINE WEALTH LLC $170.95M
8272026-07-06 15:40:23TRINITY FINANCIAL ADVISORS LLC $389.08M
8282026-07-06 15:40:00GARRETT INVESTMENT ADVISORS LLC $1.37B
8292026-07-06 15:33:03PPS&V ASSET MANAGEMENT CONSULTANTS INC $185.30M
8302026-07-06 15:18:17CORECAP ADVISORS LLC $3.39B
8312026-07-06 15:13:27PACIFIC EXCEL WEALTH ADVISORS INC $258.42M
8322026-07-06 15:07:42TTRF CAPITAL LTD $151.66K
8332026-07-06 14:56:51LONGVIEW FINANCIAL ADVISORS INC $170.98M
8342026-07-06 14:55:36DOGWOOD WEALTH MANAGEMENT LLC $253.76M
8352026-07-06 14:14:58RDA FINANCIAL NETWORK $458.76M
8362026-07-06 13:52:35VIGILARE WEALTH MANAGEMENT $326.23M
8372026-07-06 13:50:52STONEBRIDGE FINANCIAL GROUP LLC $1.32B
8382026-07-06 13:40:34BULWARK CAPITAL CORP $177.69M
8392026-07-06 13:36:03PRIVATE CLIENT SERVICES LLC $381.40M
8402026-07-06 13:35:18BRANDYWINE FINANCIAL GROUP $8.39M
8412026-07-06 13:21:52MEADOWBROOK WEALTH MANAGEMENT LLC $92.86M
8422026-07-06 13:07:01OLD REPUBLIC INTERNATIONAL CORP $2.67M
8432026-07-06 12:42:58SOMERSET TRUST CO $353.58M
8442026-07-06 12:38:13ACASTA PARTNERS UK LLP $189.49M
8452026-07-06 12:25:17STABLEFORD CAPITAL II LLC $288.65M
8462026-07-06 12:00:25MJT & ASSOCIATES FINANCIAL ADVISORY GROUP INC $151.20M
8472026-07-06 11:54:25SINCERUS ADVISORY LLC $147.25M
8482026-07-06 11:25:25MTCO LTD $265.39M
8492026-07-06 10:51:50BANGOR SAVINGS BANK $1.36B
8502026-07-06 10:47:13HOBART PRIVATE CAPITAL LLC $582.88M
8512026-07-06 10:16:38NEVILLE RODIE SHAW INC $1.55M
8522026-07-06 10:06:56JVL ASSOCIATES LLC $352.46M
8532026-07-06 09:21:35ACIMA PRIVATE WEALTH LLC $344.35M
8542026-07-06 09:09:14GENERAL PARTNER INC $185.88M
8552026-07-02 18:36:59BOLTWOOD CAPITAL MANAGEMENT $436.41M
8562026-07-02 18:22:26TRILOGY CAPITAL INC $2.58B
8572026-07-02 17:03:48BURKETT FINANCIAL SERVICES LLC $319.58M
8582026-07-02 14:41:13GPWM LLC $191.34M
8592026-07-02 14:37:27CEDAR MOUNTAIN ADVISORS LLC $580.73M
8602026-07-02 14:34:41COLLECTIVE FAMILY OFFICE LLC $489.05M
8612026-07-02 14:32:14KERR FINANCIAL PLANNING CORP $89.63M
8622026-07-02 14:24:04VERSANT CAPITAL MANAGEMENT INC $1.12B
8632026-07-02 13:54:37DIESSLIN GROUP INC $259.23M
8642026-07-02 13:04:49SARVER VROOMAN WEALTH ADVISORS $167.77M
8652026-07-02 12:41:00FRISCO FINANCIAL PLANNING LLC $132.69M
8662026-07-02 12:25:18ASSET MANAGEMENT ADVISORS LLC $180.81M
8672026-07-02 12:06:18MASSMUTUAL TRUST CO FSB ADV $3.87B
8682026-07-02 11:05:23ELEVA CAPITAL SAS $86.00M
8692026-07-02 11:01:38BOX HILL PRIVATE WEALTH LLC $124.66M
8702026-07-02 10:50:56KOZAK AND ASSOCIATES INC $576.14M
8712026-07-02 10:37:46GLADWYN FINANCIAL ADVISORS INC $159.90M
8722026-07-02 10:29:05SILVERLEAFE CAPITAL PARTNERS LLC $366.78M
8732026-07-02 09:48:55ROBERT B DAUGHERTY FOUNDATION $144.40M
8742026-07-02 09:28:28FIRST COUNTY BANK CT $212.52M
8752026-07-02 07:24:18BANK OF FINLAND $1.54B
8762026-07-01 20:09:25STAIRWAY PARTNERS LLC $2.12B
8772026-07-01 18:29:25HILLTOP NATIONAL BANK $468.36M
8782026-07-01 17:46:28CX INSTITUTIONAL $3.46M
8792026-07-01 17:34:27SWP INVESTMENT MANAGEMENT LLC $144.78M
8802026-07-01 16:49:59PVG ASSET MANAGEMENT CORP $173.21M
8812026-07-01 16:33:28PARTNERRE ASSET MANAGEMENT CORP $141.50M
8822026-07-01 15:48:45NOBLE WEALTH MANAGEMENT PBC $223.44M
8832026-07-01 15:31:30CONFLUENCE INVESTMENT MANAGEMENT LLC $6.40B
8842026-07-01 14:57:39TRUST CO OF THE SOUTH $710.18M
8852026-07-01 14:48:55ROXBURY FINANCIAL LLC $126.47M
8862026-07-01 13:42:02BEACON WEALTHCARE LLC $312.09M
8872026-07-01 12:49:57CACTI ASSET MANAGEMENT LLC $1.99B
8882026-07-01 12:24:25EASTERN BANK $6.53B
8892026-07-01 11:28:29MILLER GLOBAL INVESTMENTS LLC $120.72M
8902026-07-01 11:24:34FIRST FINANCIAL BANK N A TRUST DIVISION $1.40B
8912026-07-01 11:05:53ADELPHI TRUST CO $150.66M
8922026-07-01 10:37:54MICHAEL S RYAN INC $200.35M
8932026-07-01 10:06:47BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $131.51M
8942026-07-01 09:04:58SAMSON ROCK CAPITAL LLP $45.55M
8952026-07-01 08:34:15GP BRINSON INVESTMENTS LLC $244.93M
8962026-07-01 07:56:09GLOBAL WEALTH STRATEGIES & ASSOCIATES $527.58M
8972026-07-01 07:39:41PENSIONFUND SABIC $93.52K
8982026-07-01 07:27:36PENSIONFUND DSM NETHERLANDS $194.36K
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The information contained herein are intended for illustrative and informational purpose only.
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