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Inst Investors
Hedge Funds
# of Filings 988 11
% of Exp. Filings 11% 1%
Total Stock Value $485.4B $7.6B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
 2026-03-31
 2025-12-31
Filing Quarter
2026-03-31
Filing Starts
2026-04-01
Filing Ends
2026-05-15
Last Update
2026-04-15 17:15:01
Institutional Investors
HedgeMind 1000
987Filing AcceptedFilerTotal Reported Value  
12026-04-15 17:13:25MIDWEST HERITAGE BANK FSB $311.66M
22026-04-15 17:04:55CANNAE HOLDINGS INC (CNNE) $24.55M
32026-04-15 17:03:17MARATHON STRATEGIC ADVISORS LLC $139.05M
42026-04-15 16:50:22PULLEN INVESTMENT MANAGEMENT LLC $199.18M
52026-04-15 16:45:31AVENTUS INVESTMENT ADVISORS INC $118.20M
62026-04-15 16:43:09COHEN KLINGENSTEIN LLC $3.09B
72026-04-15 16:42:05NATIONS FINANCIAL GROUP INC IA ADV $1.94B
82026-04-15 16:37:36PHYSICIANS FINANCIAL SERVICES INC $365.25K
92026-04-15 16:30:58BRADY MARTZ WEALTH SOLUTIONS LLC $586.88M
102026-04-15 16:17:17WEATHERLY ASSET MANAGEMENT LP $1.24B
112026-04-15 16:15:51ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $269.60K
122026-04-15 16:15:13KRS CAPITAL MANAGEMENT LLC $163.11M
132026-04-15 16:13:20WESPAC ADVISORS SOCAL LLC $470.23M
142026-04-15 16:10:30ASPEN INVESTMENT MANAGEMENT INC $326.52K
152026-04-15 16:08:04PEREGRINE INVESTMENT MANAGEMENT INC $127.20M
162026-04-15 16:05:03CISCO SYSTEMS INC $317.10M
172026-04-15 16:01:54RAINWATER CHARITABLE FOUNDATION $193.67M
182026-04-15 16:00:14DAILY JOURNAL CORP $240.67M
192026-04-15 15:58:48CITY HOLDING CO $799.76M
202026-04-15 15:54:39RAUB BROCK CAPITAL MANAGEMENT LP $394.96M
212026-04-15 15:54:16PERKINS COIE TRUST CO $520.09M
222026-04-15 15:50:44PURUS WEALTH MANAGEMENT LLC $313.67M
232026-04-15 15:43:36FNY INVESTMENT ADVISERS LLC $228.81K
242026-04-15 15:42:12FINANCIAL MANAGEMENT PROFESSIONALS INC $891.58M
252026-04-15 15:33:58MERIT FINANCIAL GROUP LLC $13.46B
262026-04-15 15:26:33RIDGELINE WEALTH LLC $139.60M
272026-04-15 15:25:25ERTS WEALTH ADVISORS LLC $314.46M
282026-04-15 15:25:14LIGHTHOUSE FINANCIAL SERVICES INC ADV $443.39M
292026-04-15 15:24:25ARCHFORD CAPITAL STRATEGIES LLC $873.43M
302026-04-15 15:21:21INDEPENDENCE FINANCIAL ADVISORS LLC $333.19M
312026-04-15 15:19:27WORM CAPITAL LLC $130.57M
322026-04-15 15:18:09REGATTA CAPITAL GROUP LLC $660.77M
332026-04-15 15:11:32RETIREMENT INVESTMENT ADVISORS INC $1.24B
342026-04-15 15:10:41HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $316.51M
352026-04-15 15:06:45CURBSTONE FINANCIAL MANAGEMENT CORP $522.64M
362026-04-15 15:04:12REMPART ASSET MANAGEMENT INC $475.50M
372026-04-15 15:01:16MYRIAD ASSET MANAGEMENT US LP $66.68M
382026-04-15 14:59:32MARRICK WEALTH LLC $118.92M
392026-04-15 14:58:42ASIO CAPITAL LLC $712.14M
402026-04-15 14:55:38AMI INVESTMENT MANAGEMENT INC $444.71M
412026-04-15 14:52:54FJELL CAPITAL LLC $130.04M
422026-04-15 14:51:09HENGEHOLD CAPITAL MANAGEMENT LLC $1.14B
432026-04-15 14:50:24YORK GP LTD $127.69M
442026-04-15 14:49:14OAK ASSET MANAGEMENT LLC $290.44M
452026-04-15 14:48:54TENZING FINANCIAL LLC $133.25M
462026-04-15 14:48:23GUARDIAN FINANCIAL PARTNERS LLC $236.89M
472026-04-15 14:47:25MAINSAIL FINANCIAL GROUP LLC $240.02M
482026-04-15 14:46:42RETIREFUL LLC $70.98M
492026-04-15 14:46:33BUTTONWOOD FINANCIAL GROUP LLC $162.54M
502026-04-15 14:45:03SIGHTLINE WEALTH ADVISORS LLC $236.33M
512026-04-15 14:44:51CYPRESS WEALTH SERVICES LLC $708.34M
522026-04-15 14:41:49WEBSTERROGERS FINANCIAL ADVISORS LLC $349.52M
532026-04-15 14:32:49ARS WEALTH ADVISORS GROUP LLC $1.18B
542026-04-15 14:32:41CURRAN FINANCIAL PARTNERS LLC $558.58M
552026-04-15 14:27:16ATWOOD PALMER INC $1.77B
562026-04-15 14:26:14FLUENT FINANCIAL LLC $273.29M
572026-04-15 14:25:32ARLINGTON FINANCIAL ADVISORS LLC $701.94M
582026-04-15 14:24:50FFG RETIREMENT ADVISORS LLC $171.76M
592026-04-15 14:24:21NEPSIS CAPITAL MANAGEMENT INC $298.58M
602026-04-15 14:23:31MCALVANY WEALTH MANAGEMENT LLC $148.64M
612026-04-15 14:22:34STANICH GROUP LLC $131.19M
622026-04-15 14:22:27ANDREWS LUCIA WEALTH MANAGEMENT LLC $167.31M
632026-04-15 14:21:14BIRCH CAPITAL MANAGEMENT LLC $190.84M
642026-04-15 14:20:43DILIGENT INVESTORS LLC $403.70M
652026-04-15 14:19:46ACCESS FINANCIAL SERVICES INC $282.09M
662026-04-15 14:19:07JOURNEY STRATEGIC WEALTH LLC $4.03B
672026-04-15 14:17:44ALPHASTAR CAPITAL MANAGEMENT LLC $1.35B
682026-04-15 14:17:38UNCOMMON CENTS INVESTING LLC $431.00M
692026-04-15 14:16:20MASSACHUSETTS WEALTH MANAGEMENT $230.75M
702026-04-15 14:09:12ADDENDA CAPITAL INC $3.55B
712026-04-15 14:08:13VERUM PARTNERS LLC $526.50M
722026-04-15 14:04:39VERITY VERITY LLC $1.34B
732026-04-15 14:03:50RJA ASSET MANAGEMENT LLC $271.80M
742026-04-15 14:03:49HARTFORD INVESTMENT MANAGEMENT CO $3.16B
752026-04-15 14:02:54PEDDOCK CAPITAL ADVISORS LLC $453.46M
762026-04-15 14:02:04REDHAWK WEALTH ADVISORS INC $905.79M
772026-04-15 13:58:47SNIDER FINANCIAL GROUP $331.41M
782026-04-15 13:54:59HOME FEDERAL BANK OF TENNESSEE $399.86M
792026-04-15 13:52:12NORTHBRIDGE FINANCIAL GROUP LLC $232.39M
802026-04-15 13:49:00BADGLEY PHELPS WEALTH MANAGERS LLC $5.02B
812026-04-15 13:46:22APEX WEALTH MANAGEMENT LLC $145.75M
822026-04-15 13:46:15SLOCUM GORDON & CO LLP $146.96M
832026-04-15 13:42:05BRAUN BOSTICH ASSOCIATES INC $159.63M
842026-04-15 13:37:07ADAMSBROWN WEALTH CONSULTANTS LLC $378.34M
852026-04-15 13:36:47SIGNATURE ESTATE INVESTMENT ADVISORS LLC $4.94B
862026-04-15 13:36:15RENAISSANCE INVESTMENT GROUP LLC $465.46M
872026-04-15 13:27:46PEOPLES BANK KS $99.38M
882026-04-15 13:18:47NORTHAVENUE LLC $125.80M
892026-04-15 13:10:28DAVENPORT CO LLC $18.39B
902026-04-15 13:01:57POLUNIN CAPITAL PARTNERS LTD $385.38K
912026-04-15 12:57:51THIRD VIEW PRIVATE WEALTH LLC $730.32M
922026-04-15 12:53:33TRUST POINT INC $1.15B
932026-04-15 12:48:10REGISTER FINANCIAL ADVISORS LLC $270.53M
942026-04-15 12:39:35PARAGON CAPITAL MANAGEMENT LTD $476.00M
952026-04-15 12:36:26WEALTH INTELLIGENCE LLC $207.95M
962026-04-15 12:36:0221 WEST WEALTH MANAGEMENT LLC $107.65M
972026-04-15 12:29:29FIFTH THIRD SECURITIES INC $1.55B
982026-04-15 12:22:45DIXON FNANCIAL SERVICES INC $222.73M
992026-04-15 12:11:28HORIZON FINANCIAL SERVICES LLC $226.25M
1002026-04-15 12:05:39ALBERT D MASON INC $154.48M
1012026-04-15 12:04:23CLIENT 1ST ADVISORY GROUP LLC $329.18M
1022026-04-15 12:00:58TRELLIS WEALTH ADVISORS LLC $262.77M
1032026-04-15 11:49:10MOGY JOEL R INVESTMENT COUNSEL INC $1.60B
1042026-04-15 11:48:04FAMILY LEGACY FINANCIAL SOLUTIONS LLC $123.72M
1052026-04-15 11:46:25DECISIONMAP WEALTH MANAGEMENT LLC $154.54M
1062026-04-15 11:44:38ALHAMBRA INVESTMENT PARTNERS LLC $216.55M
1072026-04-15 11:41:09SARVER VROOMAN WEALTH ADVISORS $162.35M
1082026-04-15 11:40:34SOWA FINANCIAL GROUP INC $201.81M
1092026-04-15 11:37:04TRUST CO OF TOLEDO NA OH $1.05B
1102026-04-15 11:36:42SAGE CAPITAL MANAGEMENT LLC $212.84M
1112026-04-15 11:33:56HILLTOP WEALTH ADVISORS LLC $166.89M
1122026-04-15 11:32:47SPIRIT OF AMERICA MANAGEMENT CORP NY $506.60M
1132026-04-15 11:30:32VALLEY NATIONAL ADVISERS INC $772.84K
1142026-04-15 11:26:36FOUNDERS GROVE WEALTH PARTNERS LLC $439.93M
1152026-04-15 11:25:53OPTIVISE ADVISORY SERVICES LLC $165.17M
1162026-04-15 11:23:25HATCH COVE CAPITAL LLC $262.08M
1172026-04-15 11:19:40CORUNDUM TRUST COMPANY INC $43.79M
1182026-04-15 11:17:42ELEVATUS WELATH MANAGEMENT $190.81M
1192026-04-15 11:16:35TEMA ETFS LLC $1.49B
1202026-04-15 11:14:17BONNESS ENTERPRISES INC $273.18M
1212026-04-15 11:08:49WORMSER FRERES GESTION $138.53M
1222026-04-15 10:52:25PARSONS CAPITAL MANAGEMENT INC RI $2.19B
1232026-04-15 10:45:51DOUGLAS LANE ASSOCIATES LLC $6.93B
1242026-04-15 10:45:46NORDEN GROUP LLC $1.04B
1252026-04-15 10:43:57MURPHY MIDDLETON HINKLE PARKER INC $215.77M
1262026-04-15 10:30:21AI FINANCIAL SERVICES LLC $211.10M
1272026-04-15 10:27:25BELLEAIR ASSET MANAGEMENT LLC $109.69M
1282026-04-15 10:19:48CRANBROOK WEALTH MANAGEMENT LLC $491.59M
1292026-04-15 10:18:27LONGVIEW WEALTH MANAGEMENT $398.06M
1302026-04-15 10:11:46JP WEALTH MANAGEMENT INC $147.47M
1312026-04-15 09:59:52PROFESSIONAL ADVISORY SERVICES INC $724.43K
1322026-04-15 09:54:20CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC $2.25M
1332026-04-15 09:49:25IAMS WEALTH MANAGEMENT LLC $286.87M
1342026-04-15 09:45:59COVEA FINANCE $2.86B
1352026-04-15 09:44:30MILESTONE ASSET MANAGEMENT LLC $542.53M
1362026-04-15 09:39:01ELEVA CAPITAL SAS $343.41M
1372026-04-15 09:36:50RCW MANAGEMENT LLC $97.57M
1382026-04-15 09:35:26BRIGHT FUTURES WEALTH MANAGEMENT LLC $146.06M
1392026-04-15 09:30:50SHANKERVALLEAU WEALTH ADVISORS INC $354.82M
1402026-04-15 09:29:47STORDAHL CAPITAL MANAGEMENT INC $485.52M
1412026-04-15 09:29:44ACTIVEST WEALTH MANAGEMENT $569.19M
1422026-04-15 09:28:17ZULLO INVESTMENT GROUP INC $263.51M
1432026-04-15 09:27:46SL ADVISORS LLC $59.07M
1442026-04-15 09:27:39IOWA STATE BANK $543.44M
1452026-04-15 09:26:52AVANZA FONDER AB $3.61B
1462026-04-15 09:26:42TRIBRIDGE PARTNERS FINANCIAL LLC $241.66M
1472026-04-15 09:25:59WOLFF FINANCIAL MANAGEMENT LLC $452.53M
1482026-04-15 09:25:56STEINBERGANNA WEALTH MANAGEMENT $208.20M
1492026-04-15 09:24:45SINGLE POINT PARTNERS LLC $502.55M
1502026-04-15 09:24:08RADNOR CAPITAL MANAGEMENT LLC $675.76M
1512026-04-15 09:23:25MERIDIAN FINANCIAL PARTNERS LLC $263.12M
1522026-04-15 09:22:00JOHNSON & WHITE WEALTH MANAGEMENT LLC $236.35M
1532026-04-15 09:21:04CODE WAECHTER LLC $168.28M
1542026-04-15 09:19:43BRENDEL FINANCIAL ADVISORS LLC $202.10M
1552026-04-15 09:18:52BERNARDO WEALTH PLANNING LLC $510.84M
1562026-04-15 09:16:59CALIFORNIA CAPITAL ADVISORS INC $309.61M
1572026-04-15 09:15:24DLK INVESTMENT MANAGEMENT LLC $252.94M
1582026-04-15 09:14:05CYPRESS FINANCIAL PLANNING LLC $362.58M
1592026-04-15 09:12:21SCOTT CAPITAL ADVISORS LLC $493.19M
1602026-04-15 09:09:27APS MANAGEMENT GROUP INC $116.85M
1612026-04-15 09:08:17EATON FINANCIAL HOLDINGS COMPANY LLC $305.43M
1622026-04-15 09:07:43GENERALI INVESTMENTS CEE INVESTICNI SPOLECNOST AS $1.91B
1632026-04-15 09:07:09TARGETED FINANCIAL SERVICES LLC $121.91M
1642026-04-15 09:05:56DEDEKER FINANCIAL LLC $114.74M
1652026-04-15 09:04:31PARK CAPITAL MANAGEMENT LLC WI $102.69M
1662026-04-15 09:02:44STEADTRUST LLC $176.34M
1672026-04-15 09:00:42QVR LLC $2.49B
1682026-04-15 08:54:54ARCH GLOBAL ADVISORS LLC $191.64M
1692026-04-15 08:49:44QSM ASSET MANAGEMENT LTD $204.16M
1702026-04-15 08:48:53WEALTHCARE CAPITAL PARTNERS LLC $213.46M
1712026-04-15 08:45:54SILVERLAKE WEALTH MANAGEMENT LLC $479.29M
1722026-04-15 08:41:44COMPAGNIE LOMBARD ODIER SCA $8.13B
1732026-04-15 08:41:10SEACREST WEALTH MANAGEMENT LLC $935.01M
1742026-04-15 08:35:24WEALTHCARE CAPITAL MANAGEMENT LLC $999.95M
1752026-04-15 08:35:10CACTI ASSET MANAGEMENT LLC $1.65B
1762026-04-15 08:23:29SIVIK GLOBAL HEALTHCARE LLC $131.69K
1772026-04-15 07:57:27GF FUND MANAGEMENT CO LTD $5.98B
1782026-04-15 07:55:25BLUE SQUARE ASSET MANAGEMENT LLC $210.60M
1792026-04-15 07:23:32PLANNING DIRECTIONS INC $197.60M
1802026-04-15 07:21:59WEIL COMPANY INC $445.35M
1812026-04-15 06:59:15RS CRUM INC $516.94M
1822026-04-15 06:26:14BAYFOREST CAPITAL LTD $89.31M
1832026-04-14 21:56:47MOTIVE WEALTH ADVISORS $212.96M
1842026-04-14 21:45:08DEFINE FINANCIAL LLC $184.25M
1852026-04-14 21:39:02WRIGHT FUND MANAGMENT LLC $292.86M
1862026-04-14 21:04:27EXCHANGE TRADED CONCEPTS LLC $14.12B
1872026-04-14 20:57:43AVONDALE WEALTH MANAGEMENT $203.46M
1882026-04-14 20:45:36KOESTEN HIRSCHMANN & CRABTREE INC $205.25M
1892026-04-14 20:25:39HINGHAM INSTITUTION FOR SAVINGS $113.16M
1902026-04-14 19:52:54R H DINEL INVESTMENT COUNSEL INC $123.61M
1912026-04-14 18:58:39JUNCTURE WEALTH STRATEGIES LLC $299.19M
1922026-04-14 18:23:21TRADEWINDS CAPITAL MANAGEMENT LLC $503.55M
1932026-04-14 17:51:47CAPITAL INSIGHT PARTNERS LLC $0.00
1942026-04-14 17:51:14HEIRLOOM WEALTH MANAGEMENT $555.10M
1952026-04-14 17:45:28HIGHROAD WEALTH ADVISORS LLC $102.38M
1962026-04-14 17:42:41CAPITOL FAMILY OFFICE INC $84.69M
1972026-04-14 17:30:10SEVEN MILE ADVISORY $138.56M
1982026-04-14 17:27:12UDINE WEALTH MANAGEMENT INC $204.66M
1992026-04-14 17:25:55HUDSON VALUE PARTNERS LLC $335.09M
2002026-04-14 17:23:00WELL DONE LLC $680.78M
2012026-04-14 17:17:37WEALTHCARE ADVISORY PARTNERS LLC $5.14B
2022026-04-14 17:13:22SHRIER WEALTH MANAGEMENT LLC $273.60M
2032026-04-14 17:06:04PORTFOLIO RESOURCES ADVISOR GROUP INC $100.66M
2042026-04-14 16:49:37AUSTIN WEALTH MANAGEMENT LLC $440.38M
2052026-04-14 16:46:35BEACON INVESTMENT ADVISORY SERVICES INC $2.44B
2062026-04-14 16:44:03WEST BRANCH CAPITAL LLC $373.48M
2072026-04-14 16:40:11COVENANT ASSET MANAGEMENT LLC $664.21M
2082026-04-14 16:38:29CENTERLINE WEALTH ADVISORS LLC $278.00M
2092026-04-14 16:30:17WESTEND CAPITAL MANAGEMENT LLC $333.15M
2102026-04-14 16:24:09MURPHY POHLAD ASSET MANAGEMENT LLC $278.98M
2112026-04-14 16:23:41SPECTRUM INVESTMENT ADVISORS INC $201.26M
2122026-04-14 16:17:03PRECEDENT WEALTH PARTNERS LLC $499.60M
2132026-04-14 16:07:07NEW CAPITAL MANAGEMENT LP $422.05M
2142026-04-14 16:05:41KOZAK AND ASSOCIATES INC $512.85M
2152026-04-14 16:00:00WEALTH GROUP LTD $107.20K
2162026-04-14 15:59:16M KRAUS CO $342.86M
2172026-04-14 15:57:46CONGRESS PARK CAPITAL LLC $325.71M
2182026-04-14 15:55:06JOULE FINANCIAL LLC $343.32M
2192026-04-14 15:52:36DAVIDSON CAPITAL MANAGEMENT INC $551.91M
2202026-04-14 15:44:56BALDWIN BROTHERS INC MA $1.38B
2212026-04-14 15:44:54HMV WEALTH ADVISORS LLC $212.87M
2222026-04-14 15:43:42BSW WEALTH PARTNERS $819.44M
2232026-04-14 15:32:33USA FINANCIAL PORTFORMULAS CORP $530.50M
2242026-04-14 15:29:13TWELVE POINTS WEALTH MANAGEMENT LLC $454.62M
2252026-04-14 15:28:11PROSPERA FINANCIAL SERVICES $6.21B
2262026-04-14 15:21:22OPAL WEALTH ADVISORS LLC $442.39M
2272026-04-14 15:14:10SNOW PHIPPS GROUP LLC $317.60M
2282026-04-14 15:04:47HOWLAND CAPITAL MANAGEMENT LLC $2.53B
2292026-04-14 15:00:19MEADOWBROOK WEALTH MANAGEMENT LLC $75.47M
2302026-04-14 15:00:05STERLING INVESTMENT ADVISORS LLC ADV $208.42M
2312026-04-14 14:58:55THURSTON SPRINGER MILLER HERD & TITAK INC $3.01B
2322026-04-14 14:58:29CONGRESS ASSET MANAGEMENT CO MA $13.95B
2332026-04-14 14:54:58SEARCY FINANCIAL SERVICES INC ADV $269.64M
2342026-04-14 14:47:59SNS FINANCIAL GROUP LLC $1.16B
2352026-04-14 14:47:13SANCHEZ GAUNT CAPITAL MANAGEMENT LLC $160.17M
2362026-04-14 14:43:29FLOWER CITY CAPITAL $199.35M
2372026-04-14 14:41:22HAMLIN CAPITAL MANAGEMENT LLC $4.14B
2382026-04-14 14:33:37SPENCE ASSET MANAGEMENT $416.44K
2392026-04-14 14:16:41VESTIA PERSONAL WEALTH ADVISORS $212.80M
2402026-04-14 14:05:29MOISAND FITZGERALD TAMAYO LLC $930.58M
2412026-04-14 13:55:34JEPPSON WEALTH MANAGEMENT LLC $319.00M
2422026-04-14 13:47:30MADRONA FINANCIAL SERVICES LLC $456.90M
2432026-04-14 13:46:16CORNERSTONE NATIONAL BANK & TRUST CO $271.42M
2442026-04-14 13:43:06QUANTUM FINANCIAL PLANNING SERVICES INC $278.39M
2452026-04-14 13:34:41BAY HARBOR WEALTH MANAGEMENT LLC $385.71M
2462026-04-14 13:17:27INVENIO WEALTH PARTNERS LLC $251.87M
2472026-04-14 13:12:35ZRC WEALTH MANAGEMENT LLC $279.13M
2482026-04-14 12:58:11LIFEPLAN FINANCIAL LLC $135.32M
2492026-04-14 12:57:02PEAK WEALTH MANAGEMENT LLC $121.87M
2502026-04-14 12:51:33RD LEWIS HOLDINGS INC $115.46M
2512026-04-14 12:50:12ACT WEALTH MANAGEMENT LLC $297.83M
2522026-04-14 12:47:46AMERICAN STATE BANK (IOWA) $208.20M
2532026-04-14 12:26:20RH INVESTMENT GROUP LLC $129.66M
2542026-04-14 12:20:53NBC SECURITIES INC $1.33B
2552026-04-14 12:19:45XY PLANNING NETWORK INC $626.03M
2562026-04-14 12:14:15PLANCORP LLC $3.52B
2572026-04-14 12:03:53LIFEGOAL WEALTH ADVISORS $174.75M
2582026-04-14 11:57:29ARNOLD FINANCIAL PLANNING LLC $107.03M
2592026-04-14 11:53:57HIGHLANDER PARTNERS L P $255.53M
2602026-04-14 11:49:41GIBSON WEALTH ADVISORS LLC $149.20M
2612026-04-14 11:49:15NIPPON LIFE INSURANCE CO $5.11M
2622026-04-14 11:46:45XENA FINANCIAL PLANNING LLC $88.62M
2632026-04-14 11:44:39TWIN CITIES RETIREMENT GROUP LLC $109.36M
2642026-04-14 11:42:30COHEN CAPITAL MANAGEMENT INC $644.40M
2652026-04-14 11:41:41FORESIGHT CAPITAL MANAGEMENT ADVISORS INC $179.70M
2662026-04-14 11:39:10WILLIAM MACK & ASSOCIATES INC $174.95M
2672026-04-14 11:36:45FAMILY WEALTH PARTNERS LLC $292.86M
2682026-04-14 11:33:22ARVEST INVESTMENTS INC $733.37M
2692026-04-14 11:33:20FOCUS FINANCIAL NETWORK INC $2.79B
2702026-04-14 11:30:35VALICENTI ADVISORY SERVICES INC $458.91K
2712026-04-14 11:29:29ROFFMAN MILLER ASSOCIATES INC PA $1.73B
2722026-04-14 11:16:46OV MANAGEMENT LLC $49.02M
2732026-04-14 11:16:25GOALFUSION WEALTH MANAGEMENT LLC $220.48M
2742026-04-14 10:58:35GRANT PRIVATE WEALTH MANAGEMENT INC $188.50M
2752026-04-14 10:57:01PATRIOT INVESTMENT MANAGEMENT INC $1.57B
2762026-04-14 10:56:16SOUTHLAND EQUITY PARTNERS LLC $513.07M
2772026-04-14 10:53:44PALISADE ASSET MANAGEMENT LLC $995.90M
2782026-04-14 10:51:48PINNACLE WEALTH MANAGEMENT GROUP INC $203.71M
2792026-04-14 10:51:22PACIFIC CAPITAL WEALTH ADVISORS INC $595.40M
2802026-04-14 10:47:00CATHY PARETO & ASSOCIATES INC $149.01M
2812026-04-14 10:45:46GRANITE GROUP ADVISORS LLC $165.33M
2822026-04-14 10:40:26SIGFIG WEALTH MANAGEMENT LLC $3.41B
2832026-04-14 10:37:49ACT ADVISORS LLC $235.16M
2842026-04-14 10:36:38LATEEF INVESTMENT MANAGEMENT LP $728.33M
2852026-04-14 10:31:48HUDSON VALLEY INVESTMENT ADVISORS INC ADV $771.43M
2862026-04-14 10:30:44APPROACH RETIREMENT ADVISORS LLC $120.22M
2872026-04-14 10:30:24NORTHWEST WEALTH MANAGEMENT LLC $665.32M
2882026-04-14 10:28:10CLEAN YIELD GROUP $355.23M
2892026-04-14 10:27:52ONYX FINANCIAL ADVISORS LLC $240.84M
2902026-04-14 10:26:11ANDREW HILL INVESTMENT ADVISORS INC $112.20M
2912026-04-14 10:25:46COX CAPITAL CO LLC $150.52M
2922026-04-14 10:24:43OLIO FINANCIAL PLANNING $360.96M
2932026-04-14 10:23:56SENSENIG CAPITAL ADVISORS INC $97.54M
2942026-04-14 10:23:33COMPTON WEALTH ADVISORY GROUP LLC $449.01M
2952026-04-14 10:23:03BANQUE DE LUXEMBOURG SA $193.27M
2962026-04-14 10:21:44BAYSHORE CAPITAL ADVISORS LLC $236.98M
2972026-04-14 10:20:08ALTRAFIN AG $290.19M
2982026-04-14 10:19:52LEE KELLEHER WEALTH MANAGEMENT $168.07M
2992026-04-14 10:18:34CORECAM PTE LTD $230.70M
3002026-04-14 10:18:06FMA WEALTH MANAGEMENT LLC $150.34M
3012026-04-14 10:16:21AFFIANCE FINANCIAL LLC $617.12M
3022026-04-14 09:54:28RETIREMENT MANAGEMENT SYSTEMS INC $414.91M
3032026-04-14 09:48:16LEGACY TRUST $3.09M
3042026-04-14 09:47:04GLOBAL TRUST WEALTH MANAGEMENT LLC $132.35M
3052026-04-14 09:44:16PAPP L ROY ASSOCIATES $867.41M
3062026-04-14 09:41:03CDM FINANCIAL COUNSELING SERVICES INC $104.51M
3072026-04-14 09:37:24GILDI LIFEYRISSJODUR $197.19M
3082026-04-14 09:36:46PICTET BANK TRUST LTD $76.06M
3092026-04-14 09:32:14PICTET CIE EUROPE SA $4.69B
3102026-04-14 09:29:29FC ADVISORY LLC $342.47M
3112026-04-14 09:14:20RF&L WEALTH MANAGEMENT LLC $133.56M
3122026-04-14 09:13:37SILCHESTER INTERNATIONAL INVESTORS LLP $115.58M
3132026-04-14 09:06:29PERPETUAL LTD $6.52B
3142026-04-14 09:05:06LAWOOD & CO $107.77M
3152026-04-14 08:54:14MOLLER FINANCIAL SERVICES $506.50M
3162026-04-14 08:53:31PICTET NORTH AMERICA ADVISORS SA $1.01B
3172026-04-14 08:53:29CAPITAL ASSET MANAGEMNET LLC $88.82M
3182026-04-14 08:48:22AMICUS FINANCIAL ADVISORS LLC $363.02M
3192026-04-14 08:34:43BANQUE PICTET CIE SA $14.19B
3202026-04-14 08:15:57BUILDER INVESTMENT GROUP INC ADV $460.94M
3212026-04-14 08:14:05NEUMANN ADVISORY HONG KONG LTD $317.46K
3222026-04-14 08:12:03ECIO INC $227.59M
3232026-04-14 07:28:03REGENT PEAK WEALTH ADVISORS LLC $490.32M
3242026-04-14 07:23:02LOCKERMAN FINANCIAL GROUP INC $55.56M
3252026-04-14 07:22:01BAYBRIDGE CAPITAL GROUP LLC $161.40M
3262026-04-14 07:20:38DAVIES FINANCIAL ADVISORS INC $10.92M
3272026-04-14 06:24:29GUOLINE ADVISORY PTE LTD $955.55M
3282026-04-14 06:23:49BANK OF FINLAND $1.37B
3292026-04-14 06:04:32SEATOWN HOLDINGS PTE LTD $152.67M
3302026-04-13 21:52:49VALUE INVESTMENT PROFESSIONALS LLC $88.75M
3312026-04-13 20:55:45DRIVE WEALTH MANAGEMENT LLC $473.86M
3322026-04-13 20:41:26YARBROUGH CAPITAL LLC $2.85B
3332026-04-13 19:37:48STONEBRIDGE CAPITAL MANAGEMENT INC $219.92M
3342026-04-13 18:36:56CGC FINANCIAL SERVICES LLC $346.06M
3352026-04-13 18:28:04ARCADIA INVESTMENT ADVISORS LLC $211.81M
3362026-04-13 18:00:30RUNNYMEDE CAPITAL ADVISORS INC $116.45M
3372026-04-13 17:49:27COLORADO CAPITAL MANAGEMENT INC $268.22K
3382026-04-13 17:19:16CYNDEO WEALTH PARTNERS LLC $1.90B
3392026-04-13 17:16:37PARKWOODS WEALTH PARTNERS LLC $407.93M
3402026-04-13 17:09:35TRUST CO $1.07B
3412026-04-13 17:05:11JONES COLLOMBIN INVESTMENT COUNSEL INC $326.49M
3422026-04-13 16:58:43IFP ADVISORS INC $4.82B
3432026-04-13 16:57:48CORDANT INC $246.36M
3442026-04-13 16:54:32CASCADE INVESTMENT ADVISORS INC $168.91M
3452026-04-13 16:51:41FORTRESS WEALTH GROUP LLC $264.59M
3462026-04-13 16:39:08FOSTER GROUP INC $3.36B
3472026-04-13 16:36:29TRADEWELL SECURITIES LLC $237.23M
3482026-04-13 16:34:395T WEALTH LLC $253.05M
3492026-04-13 16:33:45LEDGEWOOD WEALTH ADVISORS LLC $177.68M
3502026-04-13 16:31:53WHALEN WEALTH MANAGEMENT INC $186.66M
3512026-04-13 16:17:03LAKE STREET FINANCIAL LLC $785.43M
3522026-04-13 16:12:13HIGHLAND CAPITAL MANAGEMENT LLC $1.89B
3532026-04-13 16:11:39CYPRESS POINT WEALTH MANAGEMENT LLC $464.27M
3542026-04-13 16:05:10CONRAD SIEGEL INVESTMENT ADVISORS INC $554.05M
3552026-04-13 15:57:39WISER WEALTH MANAGEMENT INC $463.74M
3562026-04-13 15:49:33SPRING CAPITAL MANAGEMENT LLC $197.76M
3572026-04-13 15:46:44BKA WEALTH CONSULTING INC $132.03M
3582026-04-13 15:44:12RYDAR EQUITIES INC $129.16M
3592026-04-13 15:40:15CLAYTON FINANCIAL GROUP LLC $194.67M
3602026-04-13 15:39:27GRIDIRON PARTNERS LLC $163.67M
3612026-04-13 15:35:53SCHARF INVESTMENTS LLC $3.24B
3622026-04-13 15:35:06ULLMANN FINANCIAL GROUP INC $963.27M
3632026-04-13 15:35:04BUSKA WEALTH MANAGEMENT LLC $248.93M
3642026-04-13 15:34:09GATEWAY INVESTMENT ADVISERS LLC $8.97B
3652026-04-13 15:32:06COMPASS ION ADVISORS LLC $1.05B
3662026-04-13 15:31:43ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC $695.30M
3672026-04-13 15:31:15ARMSTRONG FLEMING & MOORE INC $235.59M
3682026-04-13 15:30:50CHICKASAW CAPITAL MANAGEMENT LLC $2.83M
3692026-04-13 15:30:35PETTINGA FINANCIAL ADVISORS LLC $531.19M
3702026-04-13 15:27:53MLP3 LLC $90.71M
3712026-04-13 15:26:36BFI INFINITY LTD $178.32M
3722026-04-13 15:20:02CHRIS BULMAN INC $228.30M
3732026-04-13 15:19:34WHITE WING WEALTH MANAGEMENT $166.61M
3742026-04-13 15:17:02BANK & TRUST CO $148.39M
3752026-04-13 15:15:00ACCELERATE INVESTMENT ADVISORS LLC $149.71M
3762026-04-13 15:14:25SALEM INVESTMENT COUNSELORS INC $2.76B
3772026-04-13 15:11:03MOODY LYNN LIEBERSON LLC $1.78B
3782026-04-13 15:06:30WYNN CAPITAL LLC $194.70M
3792026-04-13 15:05:02TL PRIVATE WEALTH $253.39M
3802026-04-13 15:02:49GILL CAPITAL PARTNERS LLC $347.61M
3812026-04-13 15:02:48HARRINGTON INVESTMENTS INC $190.03M
3822026-04-13 15:01:19THAYER FINANCIAL LLC $97.98M
3832026-04-13 14:46:47BASKIN FINANCIAL SERVICES INC $1.22M
3842026-04-13 14:45:17HM PAYSON $6.93B
3852026-04-13 14:44:27AMPLIUS WEALTH ADVISORS LLC $1.20B
3862026-04-13 14:32:14CLARK & STUART INC $148.40M
3872026-04-13 14:24:09BNC WEALTH MANAGEMENT LLC $360.36M
3882026-04-13 14:22:46PERENNIAL ADVISORS LLC $587.25M
3892026-04-13 14:21:43WOLFF WIESE MAGANA LLC $181.23M
3902026-04-13 14:05:04MASSMUTUAL TRUST CO FSB ADV $3.67B
3912026-04-13 14:01:40STOCKMAN ASSET MANAGEMENT $906.19M
3922026-04-13 13:50:02GRADIENT INVESTMENTS LLC $6.45B
3932026-04-13 13:49:26CREATIVE FINANCIAL DESIGNS INC ADV $1.65B
3942026-04-13 13:45:36REINHART PARTNERS INC $3.48B
3952026-04-13 13:38:18ELM3 FINANCIAL GROUP LLC $118.39M
3962026-04-13 13:35:21MALLINI COMPLETE FINANCIAL PLANNING LLC $126.26M
3972026-04-13 13:33:51JACKSON SQUARE CAPITAL LLC $476.96M
3982026-04-13 13:32:23COMMUNITY TRUST INVESTMENT CO $1.84B
3992026-04-13 13:21:53FIRST HAWAIIAN BANK $715.03M
4002026-04-13 13:11:43IRONWOOD WEALTH MANAGEMENT INC $223.17M
4012026-04-13 12:58:32WEDGE CAPITAL MANAGEMENTLLPNC $5.42B
4022026-04-13 12:51:56MATHER GROUP INC $10.02B
4032026-04-13 12:42:19NEWMAN DIGNAN SHEERAR INC $475.05M
4042026-04-13 12:42:05GIBRALTAR CAPITAL MANAGEMENT INC $580.62M
4052026-04-13 12:36:03JOHN W BROOKER AND CO CPAS $63.46M
4062026-04-13 12:32:30ARKANSAS FINANCIAL GROUP INC $717.04M
4072026-04-13 12:29:21ADVOCATE GROUP LLC $639.36M
4082026-04-13 12:27:09MARKET STREET WEALTH MANAGEMENT ADVISORS LLC $634.30M
4092026-04-13 12:20:16INVARIANT INVESTMENT MANAGEMENT $162.44M
4102026-04-13 12:18:26MIDWAY CAPITAL RESEARCH & MANAGEMENT $106.06M
4112026-04-13 12:14:43NEUMANN CAPITAL MANAGEMENT LLC $339.55M
4122026-04-13 12:14:15CJM WEALTH ADVISERS LTD $328.31M
4132026-04-13 12:08:23MACKEY KOMARA DANKOVICH LLC $101.62M
4142026-04-13 12:06:29NVEST WEALTH STRATEGIES INC $142.86M
4152026-04-13 12:03:18LAUER WEALTH LLC $125.54M
4162026-04-13 12:01:01BANNERMAN WEALTH MANAGEMENT GROUP LLC $148.40M
4172026-04-13 12:00:59DEFENDER CAPITAL LLC $281.92M
4182026-04-13 11:59:20ROBINHOOD ASSET MANAGEMENT LLC $1.38B
4192026-04-13 11:58:28FIDUCIARY FINANCIAL GROUP LLC $754.15M
4202026-04-13 11:56:40AYRSHIRE CAPITAL MANAGEMENT LLC $193.30M
4212026-04-13 11:54:44ENCLAVE ADVISORS LLC $729.45M
4222026-04-13 11:53:05MADER SHANNON WEALTH MANAGEMENT INC $216.07M
4232026-04-13 11:50:55SHIRA RIDGE WEALTH MANAGEMENT $252.73M
4242026-04-13 11:48:24KELLY FINANCIAL SERVICES LLC $413.89M
4252026-04-13 11:45:55PROFESSIONAL FINANCIAL ADVISORS LLC $491.13M
4262026-04-13 11:44:14KMG FIDUCIARY PARTNERS LLC $1.35B
4272026-04-13 11:43:32LEIBMAN FINANCIAL SERVICES INC $136.19M
4282026-04-13 11:41:53SHERMAN WEALTH MANAGEMENT LLC $116.41M
4292026-04-13 11:38:56FARRELL FINANCIAL LLC $167.37M
4302026-04-13 11:38:33WAYCROSS INVESTMENT MANAGEMENT CO $104.72M
4312026-04-13 11:36:43MITCHELL SINKLER STARR PA $216.62M
4322026-04-13 11:31:57ARTEMIS INVESTMENT MANAGEMENT LLP $9.43B
4332026-04-13 11:31:22ST GERMAIN D J CO INC $2.53B
4342026-04-13 11:27:01STOLPER CO $352.50K
4352026-04-13 11:24:28LORING WOLCOTT COOLIDGE FIDUCIARY ADVISORS LLP MA $9.98B
4362026-04-13 11:19:13UPTOWN FINANCIAL ADVISORS LLC $125.89M
4372026-04-13 11:17:15TOTAL INVESTMENT MANAGEMENT INC $857.80M
4382026-04-13 11:10:30BANK OF NEW HAMPSHIRE $437.23M
4392026-04-13 11:05:18GLOBAL X JAPAN CO LTD $1.95B
4402026-04-13 10:48:38TRUE WEALTH DESIGN LLC $360.43M
4412026-04-13 10:46:47BAY RIVERS GROUP $240.05M
4422026-04-13 10:41:49LEE FINANCIAL CO $708.78M
4432026-04-13 10:41:16COGENT PRIVATE WEALTH INC $138.51M
4442026-04-13 10:36:20PLAN GROUP FINANCIAL LLC $426.26M
4452026-04-13 10:28:59RICHARD P SLAUGHTER ASSOCIATES INC $462.67M
4462026-04-13 10:19:23CATALYST PRIVATE WEALTH LLC $184.62M
4472026-04-13 10:16:19BOURGEON CAPITAL MANAGEMENT LLC $577.91M
4482026-04-13 10:12:06WOODSIDE WEALTH MANAGEMENT LLC $128.01M
4492026-04-13 10:07:10GOALVEST ADVISORY LLC $511.98M
4502026-04-13 10:04:16BENSON INVESTMENT MANAGEMENT COMPANY INC $11.26M
4512026-04-13 09:58:12WINTHROP ADVISORY GROUP LLC $1.22B
4522026-04-13 09:55:57GARRETT INVESTMENT ADVISORS LLC $1.27B
4532026-04-13 09:54:52SJBENEN ADVISORY LLC $119.82M
4542026-04-13 09:52:40FRACTAL INVESTMENTS LLC $845.02M
4552026-04-13 09:48:39SUCCESSFUL PORTFOLIOS LLC $181.42M
4562026-04-13 09:47:44SARASIN PARTNERS LLP $8.20B
4572026-04-13 09:46:20ADVICEONE ADVISORY SERVICES LLC $165.24M
4582026-04-13 09:46:04RESTON WEALTH MANAGEMENT LLC $326.44M
4592026-04-13 09:44:49BREACHWAY INVESTMENTS LLC $104.18M
4602026-04-13 09:43:54ONE ADVISORY PARTNERS LLC $324.44M
4612026-04-13 09:43:19AFFINITY CAPITAL ADVISORS LLC $713.15M
4622026-04-13 09:41:30CHESLEY TAFT ASSOCIATES LLC IL $2.39B
4632026-04-13 09:35:32LEXAURUM ADVISORS LLC $771.15M
4642026-04-13 09:24:32ARWA LLC $201.83M
4652026-04-13 09:23:14CMH WEALTH MANAGEMENT LLC $582.54M
4662026-04-13 09:14:29PHYSICIAN WEALTH SOLUTIONS INC $241.56M
4672026-04-13 09:12:53BOUCHEY FINANCIAL GROUP LTD $1.36B
4682026-04-13 08:58:13GLP HOLDINGS LLLP $97.69M
4692026-04-13 08:36:55HUDSON CAPITAL MANAGEMENT LLC $386.95M
4702026-04-13 07:55:57AUGUSTINE ASSET MANAGEMENT INC $444.12M
4712026-04-13 07:42:34PKO BP BANKOWY UNIVERSAL PENSION SOCIETY JSC $213.89M
4722026-04-13 07:37:11CZECH NATIONAL BANK $15.22B
4732026-04-13 07:21:03AYALON HOLDINGS LTD $489.57K
4742026-04-13 06:12:06E FUND MANAGEMENT CO LTD $3.37B
4752026-04-13 06:02:19STEPHENS GROUP LLC $171.51M
4762026-04-10 18:11:07FORM WEALTH ADVISORS LLC $853.59M
4772026-04-10 18:10:14FINANCIAL PARTNERS GROUP INC $835.91M
4782026-04-10 18:09:20OMNI 360 WEALTH INC $193.82M
4792026-04-10 18:08:35OAK THISTLE LLC $1.03B
4802026-04-10 18:08:22VOISARD ASSET MANAGEMENT GROUP INC $468.77M
4812026-04-10 18:07:11SOUND STEWARDSHIP LLC $218.27M
4822026-04-10 18:06:16CERRO PACIFIC WEALTH ADVISORS LLC $381.22M
4832026-04-10 18:05:20REVOLVE WEALTH PARTNERS LLC $769.86M
4842026-04-10 18:04:48TALBOT FINANCIAL LLC $1.19B
4852026-04-10 18:04:25NOVEM GROUP $873.13M
4862026-04-10 18:02:47FINANCIAL ADVISORY CORP $719.77M
4872026-04-10 18:02:02RTD FINANCIAL ADVISORS INC $813.72M
4882026-04-10 17:56:08MARSHALL FINANCIAL GROUP LLC $624.56M
4892026-04-10 17:53:56STERLING MANOR FINANCIAL LLC $159.89M
4902026-04-10 17:53:02CENTURION WEALTH MANAGEMENT LLC $443.84M
4912026-04-10 17:51:52CLIENT FIRST INVESTMENT MANAGEMENT LLC $192.37M
4922026-04-10 17:50:53CONNECTICUT CAPITAL MANAGEMENT GROUP LLC $105.85M
4932026-04-10 17:49:25ASSUREDPARTNERS INVESTMENT ADVISORS LLC $919.18M
4942026-04-10 17:48:16BURR FINANCIAL SERVICES LLC $125.84M
4952026-04-10 17:43:58PARTNERRE ASSET MANAGEMENT CORP $138.02M
4962026-04-10 17:43:28YHB INVESTMENT ADVISORS INC $1.39B
4972026-04-10 17:38:00MCGRATH & ASSOCIATES INC $67.96M
4982026-04-10 17:36:28CAPITAL ADVANTAGE INC $764.98M
4992026-04-10 17:35:48LWM ADVISORS INC $115.27M
5002026-04-10 17:34:29OAK ROOT LLC $820.05M
5012026-04-10 17:33:32INTEGRIS WEALTH MANAGEMENT LLC $435.09M
5022026-04-10 17:32:28INTEGRATED FINANCIAL SOLUTIONS INC $144.06M
5032026-04-10 17:31:16HIGH PROBABILITY ADVISORS LLC $781.39M
5042026-04-10 17:29:57FINIVI INC $183.11M
5052026-04-10 17:25:17CARDEROCK CAPITAL MANAGEMENT INC $404.81M
5062026-04-10 17:11:24EBERT CAPITAL MANAGEMENT INC $97.91M
5072026-04-10 17:09:51BOYER FINANCIAL SERVICES INC $94.32M
5082026-04-10 17:08:25WINEBRENNER CAPITAL MANAGEMENT LLC $155.72M
5092026-04-10 16:54:43TCP ASSET MANAGEMENT LLC $778.01M
5102026-04-10 16:53:29LIFESTYLE ASSET MANAGEMENT INC $306.17M
5112026-04-10 16:52:25GREEN RIDGE WEALTH PLANNING LLC $190.02M
5122026-04-10 16:45:11BRIAUD FINANCIAL PLANNING INC $381.38M
5132026-04-10 16:39:22AFFINITY WEALTH MANAGEMENT $660.63M
5142026-04-10 16:35:50AUTO OWNERS INSURANCE CO $4.78B
5152026-04-10 16:34:09SAGE INVESTMENT ADVISERS LLC $135.04M
5162026-04-10 16:26:09COREPATH WEALTH PARTNERS LLC $148.29M
5172026-04-10 16:25:22BOSTONPREMIER WEALTH LLC $193.53M
5182026-04-10 16:23:02MAGNUS FINANCIAL GROUP LLC $1.23B
5192026-04-10 16:21:41GREAT OAK CAPITAL PARTNERS LLC $429.82M
5202026-04-10 16:20:09IMPACT CAPITAL PARTNERS LLC $330.60M
5212026-04-10 16:18:03IAM ADVISORY LLC $446.32M
5222026-04-10 16:13:07TOUNJIAN ADVISORY PARTNERS LLC $276.89M
5232026-04-10 16:11:02MELFA WEALTH MANAGEMENT LLC $174.15M
5242026-04-10 16:07:34INTELLECTUS PARTNERS LLC $489.88M
5252026-04-10 16:04:49JACOBSON SCHMITT ADVISORS LLC $551.35M
5262026-04-10 16:01:57NAVITER WEALTH LLC $800.61M
5272026-04-10 15:58:24OCTAVIA WEALTH ADVISORS LLC $1.05B
5282026-04-10 15:48:55OXINAS PARTNERS WEALTH MANAGEMENT LLC $218.85M
5292026-04-10 15:46:07PERFROMANCE WEALTH PARTNERS LLC $3.45B
5302026-04-10 15:42:57PERIGON WEALTH MANAGEMENT LLC $5.51B
5312026-04-10 15:39:39SAR WEALTH MANAGEMENT GROUP LLC $183.92M
5322026-04-10 15:30:11STILLWATER CAPITAL ADVISORS LLC $876.09M
5332026-04-10 15:29:04SUMMIT FINANCIAL CONSULTING LLC $139.70M
5342026-04-10 15:24:21DAYTONA STREET CAPITAL LLC $129.72M
5352026-04-10 15:16:00KOPION ASSET MANAGEMENT LLC $128.51M
5362026-04-10 15:03:25SALVUS WEALTH MANAGEMENT LLC $171.97M
5372026-04-10 15:02:35ATALA FINANCIAL INC $148.94M
5382026-04-10 15:01:14BOUVEL INVESTMENT PARTNERS LLC $344.64M
5392026-04-10 14:57:50SUNFLOWER BANK N A $392.38M
5402026-04-10 14:57:17HARBOR GROUP INC $692.45M
5412026-04-10 14:50:13FIELD MAIN BANK $343.72M
5422026-04-10 14:49:48SHELTER ROCK MANAGEMENT LLC $94.30M
5432026-04-10 14:46:43DKM WEALTH MANAGEMENT INC $138.71M
5442026-04-10 14:45:28COOKE WEALTH MANAGEMENT LLC $112.85M
5452026-04-10 14:44:57PUTNEY FINANCIAL GROUP LLC $99.27M
5462026-04-10 14:44:34SMH CAPITAL ADVISORS INC $32.95M
5472026-04-10 14:33:14REDE WEALTH LLC $278.03M
5482026-04-10 14:20:15HT PARTNERS LLC $330.22M
5492026-04-10 14:14:13PURE FINANCIAL ADVISORS INC $6.97B
5502026-04-10 14:12:28FINWARD BANCORP $125.10M
5512026-04-10 14:02:11BOSTON RESEARCH MANAGEMENT INC $420.99K
5522026-04-10 13:35:19AQUIRE WEALTH ADVISORS LLC $380.55M
5532026-04-10 13:34:26IPSWICH INVESTMENT MANAGEMENT CO INC $425.88M
5542026-04-10 13:31:06PROSPERITY PLANNING INC $394.65M
5552026-04-10 13:30:15CHARLES SCHWAB TRUST CO $1.54B
5562026-04-10 13:28:22WALDRON LP $2.56B
5572026-04-10 13:27:02BRUCKE FINANCIAL INC $197.14M
5582026-04-10 13:15:22LAKE HILLS WEALTH MANAGEMENT LLC $178.81M
5592026-04-10 13:06:27FIRST BANK TRUST $620.80M
5602026-04-10 12:44:16COUNTRY TRUST BANK $5.26B
5612026-04-10 12:43:10HENRY JAMES INTERNATIONAL MANAGEMENT INC $276.95M
5622026-04-10 12:31:00BENIN MANAGEMENT CORP $444.81M
5632026-04-10 12:28:09QUADRATIC CAPITAL MANAGEMENT LLC $383.25M
5642026-04-10 12:23:47BALLEW ADVISORS INC $177.36M
5652026-04-10 12:06:53VIKING FUND MANAGEMENT LLC $975.56M
5662026-04-10 11:26:23PISCATAQUA SAVINGS BANK $142.32M
5672026-04-10 11:24:37CASSILLY FINANCIAL GROUP LLC $115.24M
5682026-04-10 11:22:31LINDEN THOMAS ADVISORY SERVICES LLC $1.04B
5692026-04-10 11:12:55FRANKLIN STREET ADVISORS INC NC $1.63B
5702026-04-10 11:09:31LEVEL FINANCIAL ADVISORS INC $392.08M
5712026-04-10 10:58:37NORTHSIDE CAPITAL MANAGEMENT LLC $1.14B
5722026-04-10 10:54:35SYQUANT CAPITAL SAS $640.32K
5732026-04-10 10:50:36CLARIS ADVISORS LLC MO $334.14M
5742026-04-10 10:47:53INSIGHT WEALTH STRATEGIES LLC $895.70M
5752026-04-10 10:45:30M & L CAPITAL MANAGEMENT LTD $406.67M
5762026-04-10 10:38:29QUAKER WEALTH MANAGEMENT LLC $320.17M
5772026-04-10 10:36:28HARPSWELL CAPITAL ADVISORS LLC $134.30M
5782026-04-10 10:27:55SULZBERGER CAPITAL ADVISORS INC $97.99M
5792026-04-10 10:21:21GEM ASSET MANAGEMENT LLC $226.63M
5802026-04-10 10:10:38PFW ADVISORS LLC $317.93M
5812026-04-10 10:09:22GRANITE FO LLC $169.01M
5822026-04-10 09:49:15LEGACY WEALTH MANAGEMENT LLC MS $350.85M
5832026-04-10 09:43:55WEALTH GROUP LTD $439.06M
5842026-04-10 09:37:50PRIVATE WEALTH GROUP LLC $214.45M
5852026-04-10 09:29:16KESSLER INVESTMENT GROUP LLC $211.30M
5862026-04-10 09:28:25WINDSOR CAPITAL MANAGEMENT LLC $354.84M
5872026-04-10 09:11:53ABOUND WEALTH MANAGEMENT $440.10M
5882026-04-10 09:10:12BDF GESTION $748.56M
5892026-04-10 08:59:17ARMSTRONG ADVISORY GROUP INC $1.49B
5902026-04-10 08:41:17EAGLE WEALTH STRATEGIES LLC $228.06M
5912026-04-10 08:34:39MKT ADVISORS LLC $298.27M
5922026-04-10 08:23:02BAKER TILLY FINANCIAL LLC $411.21M
5932026-04-10 07:52:47MCCOLLUM CHRISTOFERSON GROUP LLC $332.77M
5942026-04-10 07:45:51ALM FIRST FINANCIAL ADVISORS LLC $557.45M
5952026-04-10 06:01:51LUMA CAPITAL SA SPF $103.91M
5962026-04-09 20:22:11MATRIX TRUST CO $602.05K
5972026-04-09 18:39:26PROTA FINANCIAL LLC $138.00M
5982026-04-09 17:16:15CURATED WEALTH PARTNERS LLC $793.61M
5992026-04-09 17:15:26STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC $127.63M
6002026-04-09 17:14:41EPIQ PARTNERS LLC $214.05M
6012026-04-09 17:13:38CENTRAL VALLEY ADVISORS LLC $366.49M
6022026-04-09 17:11:45TRUST CO OF TENNESSEE $537.03M
6032026-04-09 17:07:01ZEVENBERGEN CAPITAL INVESTMENTS LLC $3.48B
6042026-04-09 17:03:30CLIFTONLARSONALLEN WEALTH ADVISORS LLC $2.36B
6052026-04-09 16:46:58C2P CAPITAL ADVISORY GROUP LLC DBA PROSPERITY CAPITAL ADVISORS $1.76B
6062026-04-09 16:42:37VERITY WEALTH ADVISORS $149.74M
6072026-04-09 16:40:55CLARITY CAPITAL ADVISORS LLC $214.60M
6082026-04-09 16:33:50BOIT C F DAVID $225.31M
6092026-04-09 16:32:29TILIA FIDUCIARY PARTNERS INC $181.99M
6102026-04-09 16:29:19GENERAL MOTORS HOLDINGS LLC $90.50M
6112026-04-09 16:16:16PARK PLACE CAPITAL CORP $498.73M
6122026-04-09 16:01:20NEW YORK UNIVERSITY $3.17M
6132026-04-09 15:50:06DORATO CAPITAL MANAGEMENT $135.47M
6142026-04-09 15:31:38PACIFICA PARTNERS INC $301.20M
6152026-04-09 15:27:03SOMNIO FINANCIAL GROUP LLC $152.22M
6162026-04-09 15:24:48ALLODIUM INVESTMENT CONSULTANTS LLC $208.82M
6172026-04-09 15:23:57MECHANICS BANK TRUST DEPARTMENT $722.21M
6182026-04-09 15:22:37SANDERS MORRIS HARRIS INC $630.84M
6192026-04-09 15:14:42CULLEN INVESTMENT GROUP LTD $757.59M
6202026-04-09 15:13:57PLATT INVESTMENT COUNSEL LLC $129.89M
6212026-04-09 15:04:24BUTENSKY COHEN FINANCIAL SECURITY INC $379.88M
6222026-04-09 14:57:11P E GLOBAL LLC $1.27B
6232026-04-09 14:39:43MERIWETHER WEALTH & PLANNING LLC $182.56M
6242026-04-09 14:37:51KWMG LLC $1.20B
6252026-04-09 14:33:44NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $3.53B
6262026-04-09 14:18:24AMERICAN NATIONAL BANK OF TEXAS $104.94M
6272026-04-09 14:14:57FIRETHORN WEALTH PARTNERS LLC $272.67M
6282026-04-09 14:14:02NOBLE FAMILY WEALTH LLC $484.42M
6292026-04-09 13:49:21CROCODILE CAPITAL PARTNERS GMBH $139.76M
6302026-04-09 13:42:08PLANNED SOLUTIONS INC $305.57M
6312026-04-09 13:30:08SHULMAN DEMEO ASSET MANAGEMENT LLC $470.90M
6322026-04-09 13:28:34CAMELOT TECHNOLOGY ADVISORS INC $137.93M
6332026-04-09 13:25:09THRIVE WEALTH MANAGEMENT LLC $670.85M
6342026-04-09 13:22:49WEALTH QUARTERBACK LLC $254.00M
6352026-04-09 13:20:30ELMWOOD WEALTH MANAGEMENT INC $361.62M
6362026-04-09 13:17:37PRAETORIAN WEALTH MANAGEMENT INC $526.20M
6372026-04-09 13:09:42CUTTER CO BROKERAGE INC $0.00
6382026-04-09 12:41:52PFS PARTNERS LLC $218.15M
6392026-04-09 12:36:34CRA FINANCIAL SERVICES LLC $770.10M
6402026-04-09 12:26:40DHJJ FINANCIAL ADVISORS LTD $301.75M
6412026-04-09 12:25:38WALNUT PRIVATE EQUITY PARTNERS LLC $181.33M
6422026-04-09 12:21:59GOELZER INVESTMENT MANAGEMENT INC $2.07B
6432026-04-09 12:15:57TETRAD CORP $1.00B
6442026-04-09 12:15:06OVERBROOK MANAGEMENT CORP $529.45M
6452026-04-09 12:07:12MERITAS WEALTH MANAGEMENT LLC $221.15M
6462026-04-09 12:03:16ROCKINGSTONE ADVISORS LLC $217.96M
6472026-04-09 12:01:06TEALWOOD ASSET MANAGEMENT INC $219.78K
6482026-04-09 11:57:06PINKERTON RETIREMENT SPECIALISTS LLC $1.10B
6492026-04-09 11:54:57KEYSTONE FINANCIAL PLANNING INC $374.37M
6502026-04-09 11:52:20BARON FINANCIAL GROUP LLC $185.41M
6512026-04-09 11:51:10TADDEI LUDWIG AND ASSOCIATES INC $522.95M
6522026-04-09 11:49:50VERACITY CAPITAL LLC $279.92M
6532026-04-09 11:48:45SECURE ASSET MANAGEMENT LLC $631.81M
6542026-04-09 11:47:24LIFE LINE WEALTH MANAGEMENT LLC $223.89M
6552026-04-09 11:46:42SHEARWATER CAPITAL LLC $190.69M
6562026-04-09 11:46:16YANNI & ASSOCIATES INVESTMENT ADVISORS LLC $96.46M
6572026-04-09 11:45:11TEAMWORK FINANCIAL ADVISORS LLC $946.31M
6582026-04-09 11:44:07MOODY NATIONAL BANK TRUST DIVISION $1.05B
6592026-04-09 11:44:03TAYLOR & MORGAN WEALTH MANAGEMENT LLC $175.29M
6602026-04-09 11:39:34BROWN WEALTH MANAGEMENT LLC $389.28M
6612026-04-09 11:38:37SILVIA MCCOLL WEALTH MANAGEMENT LLC $151.86M
6622026-04-09 11:36:02MFG WEALTH MANAGEMENT INC $120.59M
6632026-04-09 11:35:43FREESTATE ADVISORS LLC $125.06M
6642026-04-09 11:34:31VISTA INVESTMENT PARTNERS LLC $378.09M
6652026-04-09 11:32:28EVERHART FINANCIAL GROUP INC $1.17B
6662026-04-09 11:30:12WEALTH ALLIANCE ADVISORY GROUP LLC $631.59M
6672026-04-09 11:28:15KELLY FINANCIAL GROUP LLC $397.65M
6682026-04-09 11:27:01FCG INVESTMENT CO $228.10M
6692026-04-09 11:26:01VICTRIX INVESTMENT ADVISORS $275.39M
6702026-04-09 11:24:23ADIRONDACK CAPITAL ADVISORS LLC $155.68M
6712026-04-09 11:23:15AVENUE 1 ADVISORS LLC $326.10M
6722026-04-09 11:22:01TURNER CAPITAL INVESTMENTS LLC $420.68K
6732026-04-09 11:20:40LEVERTY FINANCIAL GROUP LLC $451.99M
6742026-04-09 11:19:24PETERSON WEALTH ADVISORS LLC $751.87M
6752026-04-09 11:18:30PACIFIC CAPITAL PARTNERS LTD $101.35M
6762026-04-09 11:17:53ALETHEIAN WEALTH ADVISORS LLC $205.16M
6772026-04-09 11:16:40WHITAKER MYERS WEALTH MANAGERS LTD $501.62M
6782026-04-09 11:15:31TRUEWEALTH ADVISORS LLC $397.55M
6792026-04-09 11:14:04DIVERSIFIED MANAGEMENT INC $583.24M
6802026-04-09 11:12:45TRUWEALTH ADVISORS LLC $2.08B
6812026-04-09 11:10:15KEY CLIENT FIDUCIARY ADVISORS LLC $294.19M
6822026-04-09 11:09:52BEECH HILL ADVISORS INC $199.63M
6832026-04-09 11:06:25CORNERSTONE WEALTH ADVISORS INC $434.28M
6842026-04-09 11:03:19ASSET VALUE INVESTORS LTD $99.60M
6852026-04-09 10:36:25TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH ALLIANZ POLSKA SA $56.17M
6862026-04-09 10:22:08OFS ENTERPRISE LLC $340.19M
6872026-04-09 10:17:41ACROPOLIS INVESTMENT MANAGEMENT LLC $2.26B
6882026-04-09 10:17:14LANTZ FINANCIAL LLC $483.69M
6892026-04-09 10:14:11MCNAMARA FINANCIAL SERVICES INC $528.42M
6902026-04-09 10:13:58WEDMONT PRIVATE CAPITAL $3.10B
6912026-04-09 10:02:27ARLINGTON PARTNERS LLC $50.10M
6922026-04-09 09:41:51CHEMISTRY WEALTH MANAGEMENT LLC $568.55M
6932026-04-09 09:35:00HERBST GROUP LLC $161.91M
6942026-04-09 09:31:58ASL FINANCIAL LLC $125.16M
6952026-04-09 09:30:52WINCAP FINANCIAL LLC $150.27M
6962026-04-09 09:25:49GENERALI INVESTMENTS MANAGEMENT CO LLC $429.90M
6972026-04-09 08:50:15TOMPKINS FINANCIAL CORP $1.26B
6982026-04-09 08:49:31OP ASSET MANAGEMENT LTD $9.41B
6992026-04-09 08:33:13SCULATI WEALTH MANAGEMENT LLC $270.91M
7002026-04-09 08:30:18IFG ADVISORS LLC $610.60M
7012026-04-09 07:54:53RED SPRUCE CAPITAL LLC $243.56M
7022026-04-08 21:41:19LAKEHOUSE CAPITAL PTY LTD $148.25K
7032026-04-08 18:46:17WEALTH ADVISORS NORTHWEST LLC $238.43M
7042026-04-08 17:52:40LPWM LLC $396.34M
7052026-04-08 17:50:58CHOICE WEALTH ADVISORS LLC $254.79M
7062026-04-08 17:48:56WEALTHCARE INVESTMENT PARTNERS LLC $360.41M
7072026-04-08 17:45:33OLISTICO WEALTH LLC $202.98M
7082026-04-08 17:45:13SAFIR WEALTH ADVISORS LLC $138.26M
7092026-04-08 17:42:33LIFEGUIDE FINANCIAL ADVISORS LLC $312.73M
7102026-04-08 17:40:54EHRLICH FINANCIAL GROUP $174.02M
7112026-04-08 17:39:04SELBY WEALTH MANAGEMENT LLC $253.87M
7122026-04-08 17:37:23EAGLE ROCK INVESTMENT COMPANY LLC $688.18M
7132026-04-08 17:35:23CONSTITUTION CAPITAL LLC $200.08M
7142026-04-08 17:33:41PTM WEALTH MANAGEMENT LLC $188.70M
7152026-04-08 17:29:04WARNER FINANCIAL INC $291.59M
7162026-04-08 17:27:35AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $171.05M
7172026-04-08 17:26:26WERLINICH ASSET MANAGEMENT LLC $206.17M
7182026-04-08 17:24:23GILLESPIE ROBINSON GRIMM INC $1.37B
7192026-04-08 17:22:13ERICKSON FINANCIAL GROUP LLC $159.58M
7202026-04-08 17:22:04CCG WEALTH MANAGEMENT LLC $368.89M
7212026-04-08 17:20:40LYNCH ASSOCIATES IN $532.58M
7222026-04-08 17:20:29BRADY FAMILY WEALTH LLC $320.64M
7232026-04-08 17:20:12MIRACLE MILE ADVISORS LLC $7.29B
7242026-04-08 17:16:21DOVER ADVISORS LLC $241.73M
7252026-04-08 17:16:07MELONE PRIVATE WEALTH LLC $244.83M
7262026-04-08 17:13:59LAKERIDGE WEALTH MANAGEMENT LLC $232.59M
7272026-04-08 17:11:45NESTEGG ADVISORS INC $113.86M
7282026-04-08 17:07:54INFINITY WEALTH COUNSEL LLC $108.87M
7292026-04-08 17:07:23BIRCHBROOK INC $203.94M
7302026-04-08 17:05:08NORTHSTAR ADVISORY GROUP LLC $268.59M
7312026-04-08 17:01:03WEALTH SCIENCE ADVISORS LLC $177.73M
7322026-04-08 16:59:02PANORAMIC CAPITAL PARTNERS LLC $162.32M
7332026-04-08 16:57:11TOWER TRUST & INVESTMENT CO $152.36M
7342026-04-08 16:55:48HOLOS INTEGRATED WEALTH LLC $197.63M
7352026-04-08 16:55:27PARISI GRAY WEALTH MANAGEMENT $419.75M
7362026-04-08 16:52:15PRESIDIO CAPITAL MANAGEMENT LLC $344.35M
7372026-04-08 16:48:46ARLINGTON TRUST CO LLC $1.13B
7382026-04-08 16:45:29ICAPITAL WEALTH LLC $167.36M
7392026-04-08 16:42:32SANDBOX FINANCIAL PARTNERS LLC $355.62M
7402026-04-08 16:40:17DINUZZO PRIVATE WEALTH INC $928.12M
7412026-04-08 16:39:01SAPIENT CAPITAL LLC $6.63B
7422026-04-08 16:36:06STONECREST WEALTH MANAGEMENT INC $236.39M
7432026-04-08 16:31:55PINES WEALTH MANAGEMENT LLC $308.95M
7442026-04-08 16:31:50CARDINAL CAPITAL MANAGEMENT $775.63M
7452026-04-08 16:28:52WEALTHSPAN PARTNERS LLC $283.79M
7462026-04-08 16:25:20WLTH CAPITAL MANAGEMENT LLC $120.01M
7472026-04-08 16:13:34ELDRED ROCK PARTNERS LLC $392.95M
7482026-04-08 16:12:08PIONEER WEALTH MANAGEMENT GROUP $356.53M
7492026-04-08 16:10:58FOCUS WEALTH ADVISORS LLC $204.63M
7502026-04-08 16:09:17TLWM $555.16M
7512026-04-08 16:07:51WINTER & ASSOCIATES INC $114.23M
7522026-04-08 16:06:52SHARKEY HOWES JAVER $742.33M
7532026-04-08 16:06:19GILMAN HILL ASSET MANAGEMENT LLC $662.54M
7542026-04-08 16:05:13BILL FEW ASSOCIATES INC $417.49M
7552026-04-08 16:01:44COMMUNITY FINANCIAL SERVICES GROUP LLC $568.20M
7562026-04-08 16:01:10MOULTON WEALTH MANAGEMENT INC $146.89M
7572026-04-08 15:59:41CADENT CAPITAL ADVISORS LLC $386.50M
7582026-04-08 15:56:56PARKSIDE INVESTMENTS LLC $823.12M
7592026-04-08 15:48:26VIOLICH CAPITAL MANAGEMENT INC $855.45M
7602026-04-08 15:44:03PROSPERA CAPITAL MANAGEMENT LLC $199.29M
7612026-04-08 15:43:06PPS&V ASSET MANAGEMENT CONSULTANTS INC $163.80M
7622026-04-08 15:41:46DOLIVER CAPITAL ADVISORS INC $439.92M
7632026-04-08 15:36:57CASTLE ROCK WEALTH MANAGEMENT LLC $461.90M
7642026-04-08 15:32:14TOWERPOINT WEALTH LLC $247.79M
7652026-04-08 15:30:33HUMMER FINANCIAL ADVISORY SERVICES INC $141.45M
7662026-04-08 15:28:59ACCEL WEALTH MANAGEMENT $383.36M
7672026-04-08 15:25:46SHARPER & GRANITE LLC $292.72M
7682026-04-08 15:22:02EVANSON ASSET MANAGEMENT LLC $1.86B
7692026-04-08 15:21:00DYNAMIC ADVISORS SOLUTIONS LLC $3.17B
7702026-04-08 15:19:06SPINNAKER INVESTMENT GROUP LLC $490.95M
7712026-04-08 15:17:38DAVID J YVARS GROUP $178.91M
7722026-04-08 15:16:46CAPITAL ADVISORS WEALTH MANAGEMENT LLC $744.92M
7732026-04-08 15:15:48LINEWEAVER WEALTH ADVISORS LLC $741.55M
7742026-04-08 15:14:43WEALTHBRIDGE INVESTMENT COUNSEL INC $327.58K
7752026-04-08 15:14:27FERMATA ADVISORS LLC $444.11M
7762026-04-08 15:10:40SHORE POINT ADVISORS LLC $253.21M
7772026-04-08 15:07:55HAMILTON LANE ADVISORS LLC $139.95M
7782026-04-08 15:07:43QUANTUM FINANCIAL ADVISORS LLC $891.38M
7792026-04-08 15:05:53JGP WEALTH MANAGEMENT LLC $961.35M
7802026-04-08 14:59:53CANANDAIGUA NATIONAL TRUST CO OF FLORIDA $124.54M
7812026-04-08 14:58:19ASSET MANAGEMENT ADVISORS LLC $165.33M
7822026-04-08 14:57:58LEGACY WEALTH ASSET MANAGEMENT LLC $410.98M
7832026-04-08 14:56:48ARCHER INVESTMENT MANAGEMENT LLC $237.72M
7842026-04-08 14:55:59CANANDAIGUA NATIONAL CORP $1.12B
7852026-04-08 14:55:20SFM LLC $165.48M
7862026-04-08 14:52:47MCNAUGHTON WEALTH MANAGEMENT LLC $241.80M
7872026-04-08 14:51:38BOND AND DEVICK FINANCIAL NETWORK INC $358.37M
7882026-04-08 14:51:27BOS ASSET MANAGEMENT LLC $391.52M
7892026-04-08 14:47:51COCONUT GROVE BANK $884.38M
7902026-04-08 14:45:37AURELIUS FAMILY OFFICE LLC $229.96M
7912026-04-08 14:45:33STEPHENS GROUP ASSET MANAGEMENT LLC $1.57B
7922026-04-08 14:42:18MIRADOR CAPITAL PARTNERS LP $706.44M
7932026-04-08 14:39:40ME ALLISON & CO INC $150.85M
7942026-04-08 14:37:57IMZ ADVISORY INC $264.43M
7952026-04-08 14:33:08ECLECTIC ASSOCIATES INC ADV $753.20M
7962026-04-08 14:30:18HARDIN CAPITAL PARTNERS LLC $215.51M
7972026-04-08 14:26:50SEED WEALTH MANAGEMENT INC $145.39M
7982026-04-08 14:24:44SUNBURST FINANCIAL GROUP LLC $542.93M
7992026-04-08 14:20:14EXCHANGE BANK $144.30M
8002026-04-08 14:10:01HIGH POINT WEALTH MANAGEMENT LLC $103.61M
8012026-04-08 13:56:54GRAVES LIGHT PRIVATE WEALTH MANAGEMENT INC $961.06M
8022026-04-08 13:47:47ASEMPA WEALTH ADVISORS $114.81M
8032026-04-08 13:47:17KWB WEALTH $1.01B
8042026-04-08 13:38:19RVW WEALTH LLC $1.28B
8052026-04-08 13:37:13RDA FINANCIAL NETWORK $399.63M
8062026-04-08 13:36:16WEST FINANCIAL ADVISORS LLC $589.12M
8072026-04-08 13:35:49SYSTRADE AG $149.01M
8082026-04-08 13:32:24ROUNDANGLE ADVISORS LLC $133.81M
8092026-04-08 13:30:40MMA ASSET MANAGEMENT LLC $284.08M
8102026-04-08 13:29:41GENERAL PARTNER INC $164.19M
8112026-04-08 13:29:40INTEGRYS WEALTH ADVISORS LLC $803.17M
8122026-04-08 13:27:29GAINPLAN LLC $133.43M
8132026-04-08 13:24:43WOODSTOCK CORP $1.12B
8142026-04-08 13:22:36POST RESCH TALLON GROUP INC $123.72M
8152026-04-08 13:21:52CATTERTON MANAGEMENT COMPANY LLC $3.61B
8162026-04-08 13:17:33CLARUS WEALTH ADVISORS $234.55M
8172026-04-08 13:15:55SAX WEALTH ADVISORS LLC $2.06B
8182026-04-08 13:08:20OLIVER LUXXE ASSETS LLC $667.86M
8192026-04-08 12:56:37HERITAGE FAMILY OFFICES LLP $225.49M
8202026-04-08 12:47:33TRIMTABS ASSET MANAGEMENT LLC $444.32M
8212026-04-08 12:46:49THOMPSON INVESTMENT MANAGEMENT INC $773.48M
8222026-04-08 12:22:19DUDLEY SHANLEY LLC $611.24M
8232026-04-08 12:18:08LEONARD RICKEY INVESTMENT ADVISORS P L L C $577.87M
8242026-04-08 12:03:49CAMBRIDGE FINANCIAL GROUP LLC $295.45M
8252026-04-08 11:17:28ERVIN INVESTMENT MANAGEMENT LLC $170.76M
8262026-04-08 11:05:31WEALTH ENHANCEMENT TRUST SERVICES INC $826.48M
8272026-04-08 11:04:50JBR CO FINANCIAL MANAGEMENT INC $238.86M
8282026-04-08 11:03:46GLADWYN FINANCIAL ADVISORS INC $143.73M
8292026-04-08 10:53:22NORTHCREST ASSET MANANGEMENT LLC $3.21B
8302026-04-08 10:37:29STONEBRIDGE FINANCIAL GROUP LLC $1.22B
8312026-04-08 10:26:21WEALTH ENHANCEMENT ADVISORY SERVICES LLC $49.10B
8322026-04-08 10:19:19WHITCOMB & HESS INC $428.76M
8332026-04-08 10:16:45BEACON FINANCIAL STRATEGIES CORP $176.19M
8342026-04-08 09:55:15FIRST HEARTLAND CONSULTANTS INC $1.31B
8352026-04-08 09:32:49PARTNERSHIP WEALTH MANAGEMENT LLC $131.14M
8362026-04-08 09:30:22PBU THE PENSION FUND OF EARLY CHILDHOOD & YOUTH EDUCATORS $1.04B
8372026-04-08 09:01:34EASTOVER INVESTMENT ADVISORS LLC $233.40M
8382026-04-08 08:58:12SIGNIFICANT WEALTH PARTNERS LLC $81.18M
8392026-04-08 08:57:07AAFMAA WEALTH MANAGEMENT AND TRUST LLC $257.78M
8402026-04-08 08:43:22ORRSTOWN FINANCIAL SERVICES INC $597.48M
8412026-04-08 06:45:57AMANAH HOLDINGS TRUST $908.24M
8422026-04-08 06:07:31E FUND MANAGEMENT (HONG KONG) CO LTD $219.85M
8432026-04-07 21:10:57CHARIS LEGACY PARTNERS LLC $68.38M
8442026-04-07 21:02:39WISCONSIN WEALTH ADVISORS LLC $101.65M
8452026-04-07 20:49:15ROBERTS WEALTH ADVISORS LLC $393.91M
8462026-04-07 20:40:40EMERGENT WEALTH ADVISORS LLC $169.18M
8472026-04-07 20:19:18AUSBIL INVESTMENT MANAGEMENT LTD $201.00M
8482026-04-07 19:05:53LONGBOARD ASSET MANAGEMENT LP $5.79M
8492026-04-07 18:38:32BOLTWOOD CAPITAL MANAGEMENT $392.07M
8502026-04-07 18:25:21ABACUS PLANNING GROUP INC $742.89M
8512026-04-07 18:18:20MB LEVIS & ASSOCIATES LLC $239.68M
8522026-04-07 18:13:23PATHWAY FINANCIAL ADVISORS LLC $808.29M
8532026-04-07 17:44:15CENTRAL PACIFIC BANK TRUST DIVISION $783.64M
8542026-04-07 17:43:32MYECFO LLC $239.00M
8552026-04-07 17:29:31CALDER FINANCIAL LLC $100.73M
8562026-04-07 17:27:31SAGE CAPITAL ADVISORS LLC $431.17M
8572026-04-07 17:23:22PLUS GROUP WEALTH ADVISORS LLC $90.89M
8582026-04-07 17:16:55TWELE CAPITAL MANAGEMENT INC $560.86M
8592026-04-07 17:15:30G S CAPITAL LLC $284.57M
8602026-04-07 17:05:42CULTIVAR CAPITAL INC $156.47M
8612026-04-07 17:01:11INVESTMENT PARTNERS ASSET MANAGEMENT INC $161.96M
8622026-04-07 16:53:03FIRST CITIZENS FINANCIAL CORP $211.82M
8632026-04-07 16:47:38HOBART PRIVATE CAPITAL LLC $508.77M
8642026-04-07 16:45:54BATH SAVINGS TRUST CO $936.05M
8652026-04-07 16:39:18HOLLAND ADVISORY SERVICES INC $74.65M
8662026-04-07 16:37:58ORGEL WEALTH MANAGEMENT LLC $4.64B
8672026-04-07 16:24:39STONEKEEP INVESTMENTS LLC $154.26M
8682026-04-07 16:01:58FINANCIALLY SPEAKING INC $20.59M
8692026-04-07 15:54:21U S CAPITAL WEALTH ADVISORS LLC $3.98B
8702026-04-07 15:48:43INVESTRUST $237.98M
8712026-04-07 15:26:48CENTRAL BANK TRUST CO $636.41M
8722026-04-07 15:15:45LEGACY PRIVATE TRUST CO $1.63B
8732026-04-07 15:14:13AMS CAPITAL LTDA $257.49K
8742026-04-07 14:59:33FARTHER FINANCE ADVISORS LLC $10.59B
8752026-04-07 14:55:17FARMERS TRUST CO $637.00M
8762026-04-07 14:35:27DEANE RETIREMENT STRATEGIES INC $248.59M
8772026-04-07 14:21:36ALPHA OMEGA WEALTH MANAGEMENT LLC $616.75M
8782026-04-07 14:17:19SMI ADVISORY SERVICES LLC $606.93M
8792026-04-07 14:15:17JACOBS CO CA $1.01M
8802026-04-07 14:13:54BULWARK CAPITAL CORP $162.23M
8812026-04-07 14:13:33BLUELINE ADVISORS LLC $128.95M
8822026-04-07 13:36:16COMPREHENSIVE FINANCIAL PLANNING INC PA $144.40M
8832026-04-07 13:17:20GK WEALTH MANAGEMENT LLC $114.95M
8842026-04-07 13:14:31LEGACY SOLUTIONS LLC $107.92M
8852026-04-07 13:12:01ANDERSON HOAGLAND CO $1.16B
8862026-04-07 13:08:20GREEN ALPHA ADVISORS LLC $101.55M
8872026-04-07 13:05:31HOFFMAN ALAN N INVESTMENT MANAGEMENT $151.63M
8882026-04-07 13:01:43BARDEN CAPITAL MANAGEMENT INC $116.93M
8892026-04-07 12:59:38ATTESSA CAPITAL LLC $183.83M
8902026-04-07 12:57:45CRESCENT STERLING LTD $103.35M
8912026-04-07 12:55:17CITY CENTER ADVISORS LLC $108.17M
8922026-04-07 12:53:08DWR WEALTH MANAGEMENT LLC $114.95M
8932026-04-07 12:52:07SIGNATUREFD LLC $6.53B
8942026-04-07 12:49:19JBGLOBALCOM LLC $101.54M
8952026-04-07 12:33:38CARDINAL CAPITAL MANAGEMENT INC $3.71B
8962026-04-07 12:24:30TRINITY FINANCIAL ADVISORS LLC $351.19M
8972026-04-07 12:20:02CENTURYLINK INVESTMENT MANAGEMENT CO $174.86M
8982026-04-07 12:15:53CORECAP ADVISORS LLC $2.94B
8992026-04-07 11:51:57ABLES IANNONE MOORE & ASSOCIATES INC $168.12M
9002026-04-07 11:47:46EASTERN BANK $5.83B
9012026-04-07 11:47:42O'KEEFE STEVENS ADVISORY INC $404.74M
9022026-04-07 11:46:40ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $176.40M
9032026-04-07 11:45:21AGATE PASS INVESTMENT MANAGEMENT LLC $255.47M
9042026-04-07 11:24:56ABNER HERRMAN BROCK LLC $904.89K
9052026-04-07 11:23:45HEARTWOOD WEALTH ADVISORS LLC $1.15B
9062026-04-07 11:20:19FRAGASSO GROUP INC $1.66B
9072026-04-07 11:11:34FIVE OCEANS ADVISORS $276.44M
9082026-04-07 10:48:24MARTIN CAPITAL PARTNERS LLC $269.09K
9092026-04-07 10:34:00RETIREMENT WEALTH SOLUTIONS LLC $158.63M
9102026-04-07 10:18:27ETHOS CAPITAL MANAGEMENT INC $116.57M
9112026-04-07 10:15:46HOWARD FINANCIAL SERVICES LTD $888.05M
9122026-04-07 10:04:34CAROLINA WEALTH ADVISORS LLC $240.14M
9132026-04-07 09:57:48COOPER FINANCIAL GROUP $989.50M
9142026-04-07 09:49:16ARMSTRONG HENRY H ASSOCIATES INC $981.38M
9152026-04-07 09:43:06FIRST FINANCIAL CORP IN $254.55M
9162026-04-07 08:21:54PARK AVENUE SECURITIES LLC $12.80M
9172026-04-07 07:09:17SEILERN INVESTMENT MANAGEMENT LTD $838.49M
9182026-04-06 19:51:34INTRACK INVESTMENT MANAGEMENT INC $175.48M
9192026-04-06 18:21:57BARING FINANCIAL LLC $163.48M
9202026-04-06 18:13:31VERSANT CAPITAL MANAGEMENT INC $1.01B
9212026-04-06 18:11:15ROSENBERG MATTHEW HAMILTON $488.04M
9222026-04-06 16:52:07IFS ADVISORS LLC $194.05M
9232026-04-06 16:04:58CX INSTITUTIONAL $3.28M
9242026-04-06 15:27:39GPWM LLC $176.09M
9252026-04-06 15:17:08WASHINGTON TRUST ADVISORS INC $1.24B
9262026-04-06 14:46:52WASHINGTON TRUST CO $2.96B
9272026-04-06 14:38:40KARRAS COMPANY INC $98.60M
9282026-04-06 14:05:36GREENHAVEN ASSOCIATES INC $6.07B
9292026-04-06 13:48:30ACIMA PRIVATE WEALTH LLC $318.63M
9302026-04-06 13:28:48HIGHLINE WEALTH PARTNERS LLC $392.09M
9312026-04-06 13:14:44GAMMA INVESTING LLC $2.14B
9322026-04-06 12:53:39STABLEFORD CAPITAL II LLC $269.18M
9332026-04-06 12:22:42OLD PORT ADVISORS $434.34M
9342026-04-06 11:51:07SINCERUS ADVISORY LLC $131.94M
9352026-04-06 11:26:40MILLER GLOBAL INVESTMENTS LLC $109.05M
9362026-04-06 11:24:56HILEY HUNT WEALTH MANAGEMENT $226.73M
9372026-04-06 11:12:21ISRAEL DISCOUNT BANK OF NEW YORK $45.58M
9382026-04-06 10:37:22TRUST CO OF THE SOUTH $621.90M
9392026-04-06 10:23:08HALL LAURIE J TRUSTEE $283.36M
9402026-04-06 09:43:03PRIVATE CLIENT SERVICES LLC $334.48M
9412026-04-03 17:30:20BOX HILL PRIVATE WEALTH LLC $101.17M
9422026-04-03 14:23:54FIRST COUNTY BANK CT $187.32M
9432026-04-03 14:21:44ADIRONDACK TRUST CO $297.62M
9442026-04-03 14:00:57RIDGEWOOD INVESTMENTS LLC $244.49M
9452026-04-03 13:12:59HICKORY POINT BANK & TRUST $151.52M
9462026-04-03 12:56:23COASTLINE TRUST CO $1.01B
9472026-04-03 12:26:02RISE ADVISORS LLC $283.75M
9482026-04-03 10:52:57INVESTORS RESEARCH CORP $523.26M
9492026-04-03 10:42:25GLOBAL WEALTH STRATEGIES & ASSOCIATES $406.98M
9502026-04-03 09:39:37WALLER FINANCIAL PLANNING GROUP INC $453.08M
9512026-04-02 16:32:57ARES FINANCIAL CONSULTING LLC $127.28M
9522026-04-02 16:21:34NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $302.49M
9532026-04-02 15:05:48NOBLE WEALTH MANAGEMENT PBC $198.88M
9542026-04-02 14:44:46SILVERLEAFE CAPITAL PARTNERS LLC $338.56M
9552026-04-02 14:24:23SOMERSET TRUST CO $326.06M
9562026-04-02 13:58:59COLLECTIVE FAMILY OFFICE LLC $444.25M
9572026-04-02 13:11:56STASH INVESTMENTS LLC $257.89M
9582026-04-02 12:31:12BYRNE ASSET MANAGEMENT LLC $170.67M
9592026-04-02 12:04:44HILLTOP NATIONAL BANK $420.50M
9602026-04-02 11:32:04ASPECT PARTNERS LLC $244.64M
9612026-04-02 11:11:45MJT & ASSOCIATES FINANCIAL ADVISORY GROUP INC $136.22M
9622026-04-02 10:55:03CRUMLY ASSOCIATES INC $475.95M
9632026-04-02 10:26:05MCALISTER SWEET & ASSOCIATES INC $160.57M
9642026-04-02 10:10:17FULCRUM EQUITY MANAGEMENT $103.49M
9652026-04-02 10:09:56STAIRWAY PARTNERS LLC $1.93B
9662026-04-02 09:13:09HORIZONS WEALTH MANAGEMENT $152.45M
9672026-04-01 17:49:52LBJ FAMILY WEALTH ADVISORS LTD $170.62K
9682026-04-01 16:50:39MINK BROOK ASSET MANAGEMENT LLC $179.24M
9692026-04-01 16:09:58LAURUS INVESTMENT COUNSEL INC $102.13M
9702026-04-01 16:00:28ROBERT B DAUGHERTY FOUNDATION $99.98M
9712026-04-01 15:54:41HELEN STEPHENS GROUP LLC $501.21M
9722026-04-01 15:27:45FIRST FINANCIAL BANK N A TRUST DIVISION $1.24B
9732026-04-01 14:26:20BEACON WEALTHCARE LLC $283.55M
9742026-04-01 12:49:35VIGILARE WEALTH MANAGEMENT $295.95M
9752026-04-01 12:05:15BURKETT FINANCIAL SERVICES LLC $291.82M
9762026-04-01 11:54:37ROWLAND CO INVESTMENT COUNSEL ADV $493.28K
9772026-04-01 11:49:38BANGOR SAVINGS BANK $1.25B
9782026-04-01 11:23:42CONFLUENCE INVESTMENT MANAGEMENT LLC $6.44B
9792026-04-01 10:47:23BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $9.81M
9802026-04-01 10:43:21BANCFIRST TRUST & INVESTMENT MANAGEMENT $226.35M
9812026-04-01 10:27:26ADELPHI TRUST CO $122.89M
9822026-04-01 09:43:22GP BRINSON INVESTMENTS LLC $220.37M
9832026-04-01 07:33:53NEVILLE RODIE SHAW INC $1.38M
9842026-04-01 06:29:53PENSIONFUND SABIC $83.02K
9852026-04-01 06:23:29PENSIONFUND DSM NETHERLANDS $172.92K
9862026-04-01 06:11:05SIGNATURE WEALTH MANAGEMENT GROUP $263.37M
9872026-03-31 12:45:22SANKALA GROUP LLC $122.46M
Disclaimer
The information contained herein are intended for illustrative and informational purpose only.
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