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Inst Investors
Hedge Funds
# of Filings 1480 29
% of Exp. Filings 18% 3%
Total Stock Value $1,119.8B $33.7B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
4000
 2025-06-30
 2025-03-31
Filing Quarter
2025-06-30
Filing Starts
2025-07-01
Filing Ends
2025-08-14
Last Update
2025-07-18 17:30:01
Institutional Investors
HedgeMind 1000
1479Filing AcceptedFilerTotal Reported Value  
12025-07-18 17:17:27MARKS WEALTH LLC $308.37M
22025-07-18 17:16:23MONTGOMERY INVESTMENT MANAGEMENT INC $258.39M
32025-07-18 17:05:02RK ASSET MANAGEMENT LLC $103.75K
42025-07-18 16:58:10SCHAEFFER FINANCIAL LLC $102.41M
52025-07-18 16:48:37WASHINGTON UNIVERSITY $157.49M
62025-07-18 16:39:34CHURCHILL MANAGEMENT CORP $9.21B
72025-07-18 16:36:05WISER WEALTH MANAGEMENT INC $399.35M
82025-07-18 16:29:39FLEMING JAMES B JR $61.23M
92025-07-18 16:29:12AMI ASSET MANAGEMENT CORP $1.75B
102025-07-18 16:27:15BROOKMONT CAPITAL MANAGEMENT $174.44M
112025-07-18 16:26:35EWA LLC $317.64M
122025-07-18 16:25:03PINNACLE INVESTMENT MANAGEMENT LTD $17.31M
132025-07-18 16:24:56FENGHE FUND MANAGEMENT PTE LTD $610.26M
142025-07-18 16:22:55PELHAM CAPITAL LTD $214.99M
152025-07-18 16:13:43ACCESS FINANCIAL SERVICES INC $264.56M
162025-07-18 16:12:43LEDGEWOOD WEALTH ADVISORS LLC $158.71M
172025-07-18 16:09:42WILDCAT CAPITAL MANAGEMENT LLC $168.31M
182025-07-18 16:07:33NORTHSTAR GROUP INC $647.52M
192025-07-18 16:06:31SIMPLIFI INC $226.92M
202025-07-18 16:06:25PHILIP JAMES WEALTH MANGEMENT LLC $784.04M
212025-07-18 16:03:46VIEWPOINT INVESTMENT PARTNERS CORP $182.79M
222025-07-18 16:03:26TANAGER WEALTH MANAGEMENT LLP $847.90M
232025-07-18 16:02:06MCGUIRE INVESTMENT GROUP LLC $782.51M
242025-07-18 16:01:58WARREN STREET WEALTH ADVISORS LLC $303.47M
252025-07-18 16:00:06KUNTZ LESHER CAPITAL LLC $1.14B
262025-07-18 15:59:51CONSOLIDATED PLANNING CORP $796.83M
272025-07-18 15:59:02ROBECO INSTITUTIONAL ASSET MANAGEMENT B V $61.85B
282025-07-18 15:57:53CLARITY FINANCIAL LLC $929.28M
292025-07-18 15:57:13CANTOR FITZGERALD INVESTMENT ADVISER L P $1.41B
302025-07-18 15:56:56BSW WEALTH PARTNERS $729.73M
312025-07-18 15:56:03WOODWARD DIVERSIFIED CAPITAL LLC $197.70M
322025-07-18 15:49:54BOCHK ASSET MANAGEMENT LTD $345.09M
332025-07-18 15:48:30TPG ADVISORS LLC $138.26M
342025-07-18 15:44:54HUDSON VALUE PARTNERS LLC $289.83M
352025-07-18 15:43:57GEN FINANCIAL MANAGEMENT INC $122.30M
362025-07-18 15:39:30NEW WAVE WEALTH ADVISORS LLC $235.29M
372025-07-18 15:30:57VICUS CAPITAL $1.20B
382025-07-18 15:29:46GOLD INVESTMENT MANAGEMENT LTD $265.62M
392025-07-18 15:27:18NAPLES GLOBAL ADVISORS LLC $1.16B
402025-07-18 15:24:03SILCHESTER INTERNATIONAL INVESTORS LLP $465.42M
412025-07-18 15:17:45VERT ASSET MANAGEMENT LLC $274.59M
422025-07-18 15:15:11PARSONS CAPITAL MANAGEMENT INC RI $1.63B
432025-07-18 15:13:36ASTOR INVESTMENT MANAGEMENT LLC $185.05M
442025-07-18 15:11:17FOUNDRY FINANCIAL GROUP INC $175.68M
452025-07-18 15:01:55PURE FINANCIAL ADVISORS INC $5.68B
462025-07-18 14:41:39BLOOMBERGSEN INC $1.63B
472025-07-18 14:35:11COMMUNITY FINANCIAL SERVICES GROUP LLC $502.75M
482025-07-18 14:26:42NRI WEALTH MANAGEMENT LC $165.82M
492025-07-18 14:24:17PRECISION WEALTH STRATEGIES LLC $308.07M
502025-07-18 14:17:48TRUNORTH CAPITAL MANAGEMENT LLC $449.99M
512025-07-18 14:12:38USA FINANCIAL PORTFORMULAS CORP $585.95M
522025-07-18 14:08:14JVL ASSOCIATES LLC $278.32M
532025-07-18 14:06:09BENCHMARK WEALTH MANAGEMENT LLC $225.03M
542025-07-18 14:04:42BOSS RETIREMENT ADVISORS LLC $398.25M
552025-07-18 14:02:32NEWMAN DIGNAN SHEERAR INC $435.06M
562025-07-18 14:00:09FOUNDERS CAPITAL MANAGEMENT $166.84M
572025-07-18 13:51:24MILLER WEALTH ADVISORS LLC $213.68M
582025-07-18 13:37:42PARKWOODS WEALTH PARTNERS LLC $173.32M
592025-07-18 13:37:21NORTHEAST FINANCIAL GROUP INC $342.99M
602025-07-18 13:26:19COHEN KLINGENSTEIN LLC $3.00B
612025-07-18 13:25:17MERITAS WEALTH MANAGEMENT LLC $181.94M
622025-07-18 13:23:05MOUNTAIN PACIFIC INVESTMENT ADVISERS INC ID $1.38B
632025-07-18 13:19:21HERITAGE FINANCIAL SERVICES LLC $1.04B
642025-07-18 13:19:16MADRONA FINANCIAL SERVICES LLC $417.01M
652025-07-18 13:18:00SOA WEALTH ADVISORS LLC $532.40M
662025-07-18 12:59:501623 CAPITAL LLC $0.00
672025-07-18 12:58:58DOGWOOD WEALTH MANAGEMENT LLC $204.74M
682025-07-18 12:57:25CLIENT 1ST ADVISORY GROUP LLC $275.72M
692025-07-18 12:55:33VIGILARE WEALTH MANAGEMENT $266.73M
702025-07-18 12:52:31CENTRICITY WEALTH MANAGEMENT LLC $125.13M
712025-07-18 12:51:12FIRST PACIFIC FINANCIAL $678.37M
722025-07-18 12:43:26NABITY JENSEN INVESTMENT MANAGEMENT INC $135.55M
732025-07-18 12:37:52DELTEC ASSET MANAGEMENT LLC $560.81M
742025-07-18 12:18:48CHELSEA COUNSEL CO $201.67M
752025-07-18 12:16:02TRILOGY CAPITAL INC $2.06B
762025-07-18 12:11:57QTR FAMILY WEALTH LLC $161.47M
772025-07-18 12:08:16EAGLE CAPITAL MANAGEMENT LLC LA $227.50K
782025-07-18 12:07:04TRUST CO OF VERMONT $2.12B
792025-07-18 11:59:53FORBES J M CO LLP $1.09B
802025-07-18 11:56:29SMI ADVISORY SERVICES LLC $517.53M
812025-07-18 11:54:56BCO WEALTH MANAGEMENT LLC $140.20M
822025-07-18 11:50:20INVESTEC ASSET MANAGEMENT NORTH AMERICA INC $2.04B
832025-07-18 11:44:01INVESTEC ASSET MANAGEMENT PTY LTD $608.79M
842025-07-18 11:43:41BARTLETT & CO WEALTH MANAGEMENT LLC $7.16B
852025-07-18 11:34:40INVESTEC ASSET MANAGEMENT LTD $42.61B
862025-07-18 11:33:05LOUDON INVESTMENT MANAGEMENT LLC $180.76M
872025-07-18 11:32:46LYNX INVESTMENT ADVISORY $153.11M
882025-07-18 10:57:38COMMUNITY BANK TRUST WACO TEXAS $453.22K
892025-07-18 10:54:31SIGFIG WEALTH MANAGEMENT LLC $3.02B
902025-07-18 10:53:28WHITEBARK INVESTORS LP $158.56M
912025-07-18 10:47:12INDEPENDENT INVESTORS INC $459.08M
922025-07-18 10:46:09CHILDRESS CAPITAL ADVISORS LLC $397.39M
932025-07-18 10:40:26LOWERY THOMAS LLC $156.19M
942025-07-18 10:40:10OLD POINT TRUST FINANCIAL SERVICES N A $254.05M
952025-07-18 10:31:37PROVIDENT WEALTH MANAGEMENT LLC $305.82M
962025-07-18 10:26:51WETZEL INVESTMENT ADVISORS INC $218.68M
972025-07-18 10:20:47MAGNOLIA PRIVATE WEALTH LLC $129.00M
982025-07-18 10:18:55MARINO STRAM ASSOCIATES LLC $495.60M
992025-07-18 10:16:55SWP FINANCIAL LLC $182.04M
1002025-07-18 10:15:38PANORAMIC CAPITAL PARTNERS LLC $144.19M
1012025-07-18 10:13:37ROGCO LP $265.55M
1022025-07-18 10:09:30PACIFIC POINT ADVISORS LLC $184.46M
1032025-07-18 10:08:24IMPACT CAPITAL PARTNERS LLC $305.06M
1042025-07-18 10:06:28ROLEK WEALTH MANAGEMENT LLC $115.61M
1052025-07-18 10:03:53FORZA WEALTH MANAGEMENT LLC $243.91M
1062025-07-18 09:56:33PBMARES WEALTH MANAGEMENT LLC $546.45M
1072025-07-18 09:48:39SICART ASSOCIATES LLC $285.81M
1082025-07-18 09:40:00O'ROURKE & COMPANY INC $214.23M
1092025-07-18 09:36:39REQUISITE CAPITAL MANAGEMENT LLC $462.06M
1102025-07-18 09:35:15GENERALI INVESTMENTS CEE INVESTICNI SPOLECNOST AS $1.22B
1112025-07-18 09:33:42LIBERTY CAPITAL MANAGEMENT INC $495.64M
1122025-07-18 09:30:37BOURGEON CAPITAL MANAGEMENT LLC $506.68M
1132025-07-18 09:22:36WESTHAMPTON CAPITAL LLC $193.68M
1142025-07-18 09:16:39PARKSIDE INVESTMENTS LLC $736.08M
1152025-07-18 09:12:14LA BANQUE POSTALE ASSET MANAGEMENT SA $7.11B
1162025-07-18 09:11:20UNITED BANK VA $835.35M
1172025-07-18 09:09:06VICTRIX INVESTMENT ADVISORS $225.95M
1182025-07-18 09:07:24INSTITUTE FOR WEALTH MANAGEMENT LLC $896.85M
1192025-07-18 09:05:36ARCADIA WEALTH MANAGEMENT LLC $228.78M
1202025-07-18 09:03:55COLUMBIA ASSET MANAGEMENT $508.78M
1212025-07-18 09:03:54BROWN SHIPLEY& CO LTD $181.65M
1222025-07-18 09:01:25BRUESKE ADVISORY SERVICES LLC $147.08M
1232025-07-18 08:52:04BB T CORP $68.34B
1242025-07-18 08:51:39BROADWAY WEALTH SOLUTIONS INC $160.59M
1252025-07-18 08:49:18DONALD L HAGAN LLC $200.27M
1262025-07-18 08:47:39POWERS ADVISORY GROUP LLC $227.39M
1272025-07-18 07:51:33MITHAQ CAPITAL SPC $393.42M
1282025-07-18 07:37:42PGGM INVESTMENTS $5.77M
1292025-07-18 07:15:14UNION BANCAIRE PRIVEE UBP SA $6.88B
1302025-07-18 06:43:27FIRST UNITED BANK TRUST $286.86M
1312025-07-18 06:10:02CALEDONIA INVESTMENTS PLC $1.02B
1322025-07-18 06:08:04WEALTHNAVI INC $9.93M
1332025-07-17 21:42:42PFG INVESTMENTS LLC $1.71B
1342025-07-17 21:38:18CONSOLIDATED PORTFOLIO REVIEW CORP $722.65M
1352025-07-17 21:02:26TABR CAPITAL MANAGEMENT LLC $116.63M
1362025-07-17 20:36:09CITRINE CAPITAL LLC $188.31M
1372025-07-17 20:01:33MIDWEST FINANCIAL GROUP LLC $190.22M
1382025-07-17 18:58:55MARTEL WEALTH ADVISORS INC $539.40M
1392025-07-17 18:18:51COOPER FINANCIAL GROUP $850.25M
1402025-07-17 18:03:53ALLEY INVESTMENT MANAGEMENT COMPANY LLC $826.16M
1412025-07-17 17:45:20BRIDGE GENERATIONS WEALTH MANAGEMENT LLC $164.89M
1422025-07-17 17:44:32FINANCIAL CONSULATE INC $506.51M
1432025-07-17 17:37:36FMB WEALTH MANAGEMENT $234.29M
1442025-07-17 17:36:41LOCKERMAN FINANCIAL GROUP INC $74.29M
1452025-07-17 17:33:10PENNSYLVANIA CAPITAL MANAGEMENT INC ADV $312.70M
1462025-07-17 17:32:51BCU WEALTH ADVISORS LLC $222.69M
1472025-07-17 17:31:27RENAISSANCE CAPITAL LLC $143.40M
1482025-07-17 17:29:48LAUTERBACH FINANCIAL ADVISORS LLC $190.80M
1492025-07-17 17:28:27LEVERTY FINANCIAL GROUP LLC $334.97M
1502025-07-17 17:27:26CENTENNIAL WEALTH ADVISORY LLC $314.42M
1512025-07-17 17:25:25MBA ADVISORS LLC $216.67M
1522025-07-17 17:24:44BOSMAN WEALTH MANAGEMENT LLC $112.57M
1532025-07-17 17:23:33HANSEN & ASSOCIATES FINANCIAL GROUP INC $184.23M
1542025-07-17 17:23:29ELWOOD GOETZ WEALTH ADVISORY GROUP LLC $462.68M
1552025-07-17 17:21:20CHICAGO CAPITAL LLC $4.05B
1562025-07-17 17:20:52ONE WEALTH ADVISORS LLC $719.09M
1572025-07-17 17:19:02PARADIGM FINANCIAL PARTNERS LLC $921.27M
1582025-07-17 17:17:37SPECTRUM STRATEGIC CAPITAL MANAGEMENT LLC $198.74M
1592025-07-17 17:16:50SAXON INTERESTS INC $213.75M
1602025-07-17 17:16:11EMERALD ADVISORS LLC $780.08M
1612025-07-17 17:15:56PARADIEM LLC $396.21M
1622025-07-17 17:14:53LIFEGUIDE FINANCIAL ADVISORS LLC $270.93M
1632025-07-17 17:13:50GREENHOUSE WEALTH MANAGEMENT LLC $155.24M
1642025-07-17 17:13:38MOKOSAK ADVISORY GROUP LLC $353.70M
1652025-07-17 17:12:52MELFA WEALTH MANAGEMENT LLC $158.24M
1662025-07-17 17:12:28CORNERSTONE WEALTH ADVISORS INC $386.95M
1672025-07-17 17:11:47EAGLE WEALTH STRATEGIES LLC $178.77M
1682025-07-17 17:11:13ECLECTIC ASSOCIATES INC ADV $459.97M
1692025-07-17 17:10:48EAGLE BLUFFS WEALTH MANAGEMENT LLC $210.21M
1702025-07-17 17:10:42ROBBINS FARLEY LLC $214.86M
1712025-07-17 17:09:51MAINSAIL FINANCIAL GROUP LLC $214.67M
1722025-07-17 17:09:33C2C WEALTH MANAGEMENT LLC $110.42M
1732025-07-17 17:08:35LEGACY WEALTH MANAGEMENT INC $1.61B
1742025-07-17 17:08:25BLUESPHERE ADVISORS LLC $200.53M
1752025-07-17 17:04:49HAMILTON CAPITAL PARTNERS LLC $208.63M
1762025-07-17 17:04:02LEE JOHNSON CAPITAL MANAGEMENT LLC $290.61M
1772025-07-17 17:02:33DINUZZO PRIVATE WEALTH INC $842.40M
1782025-07-17 16:59:18ALLIANCE WEALTH ADVISORS LLC $195.60M
1792025-07-17 16:56:53JLB ASSOCIATES INC $717.11M
1802025-07-17 16:55:51GREENLEAF TRUST $11.31B
1812025-07-17 16:55:04K2 FINANCIAL INC $113.37M
1822025-07-17 16:54:55YORK GP LTD $104.39M
1832025-07-17 16:52:15BFI INFINITY LTD $120.34M
1842025-07-17 16:51:15MATTERN WEALTH MANAGEMENT LLC $480.49M
1852025-07-17 16:49:42HALBERT HARGROVE RUSSELL LLC $1.92B
1862025-07-17 16:45:28XML FINANCIAL LLC $1.16B
1872025-07-17 16:44:39HCR WEALTH ADVISORS $849.70M
1882025-07-17 16:43:01POINCIANA ADVISORS GROUP LLC $110.92M
1892025-07-17 16:39:18G S CAPITAL LLC $252.38M
1902025-07-17 16:34:44DOPKINS WEALTH MANAGEMENT LLC $222.99M
1912025-07-17 16:28:43STEPHENS GROUP ASSET MANAGEMENT LLC $1.39B
1922025-07-17 16:26:50GLEASON GROUP INC $922.95M
1932025-07-17 16:19:55RALEIGH CAPITAL MANAGEMENT INC $238.45M
1942025-07-17 16:16:27ASIO CAPITAL LLC $600.24M
1952025-07-17 16:15:04CANAAN PARTNERS XI LLC $171.75M
1962025-07-17 16:13:25SPARTAN PLANNING & WEALTH MANAGEMENT $116.74M
1972025-07-17 16:10:12LEXAURUM ADVISORS LLC $633.42M
1982025-07-17 16:08:47HB WEALTH MANAGEMENT LLC $12.58B
1992025-07-17 16:07:39JANNEY CAPITAL MANAGEMENT LLC $1.55M
2002025-07-17 16:05:17KAVAR CAPITALPARTNERS GROUP LLC $695.60M
2012025-07-17 16:05:13CLARIS ADVISORS LLC MO $287.37M
2022025-07-17 16:04:29JANNEY MONTGOMERY SCOTT LLC $38.26M
2032025-07-17 16:03:05PARK PLACE CAPITAL CORP $438.95M
2042025-07-17 15:57:34TEALWOOD ASSET MANAGEMENT INC $224.73K
2052025-07-17 15:52:13NORTHWEST WEALTH MANAGEMENT LLC $553.31M
2062025-07-17 15:50:05BOULAY FINANCIAL ADVISORS LLC $713.83M
2072025-07-17 15:42:23SUMMIT FINANCIAL STRATEGIES INC $1.08B
2082025-07-17 15:40:00VENTURE VISIONARY PARTNERS LLC $2.66B
2092025-07-17 15:38:34CAMPION ASSET MANAGEMENT $133.25M
2102025-07-17 15:38:01NICHOLSON MEYER CAPITAL MANAGEMENT INC $118.13M
2112025-07-17 15:37:27SMITH ANGLIN FINANCIAL LLC $1.10B
2122025-07-17 15:31:27SMITH CHAS P ASSOCIATES PA CPAS $1.78B
2132025-07-17 15:27:06WHITE PINE INVESTMENT CO $400.63K
2142025-07-17 15:17:52OAK FAMILY ADVISORS LLC $317.24M
2152025-07-17 15:13:06CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.26B
2162025-07-17 15:10:35BENNETT SELBY INVESTMENTS LP $280.97M
2172025-07-17 15:06:12PRESPER FINANCIAL ARCHITECTS LLC $134.36K
2182025-07-17 15:05:45LIFEGOAL WEALTH ADVISORS $105.23M
2192025-07-17 15:04:28STERLING INVESTMENT ADVISORS LTD $456.09M
2202025-07-17 14:55:52ELSER FINANCIAL PLANNING INC $1.67B
2212025-07-17 14:55:21CYR FINANCIAL INC $129.48M
2222025-07-17 14:52:41INCOME RESEARCH MANAGEMENT $374.23M
2232025-07-17 14:50:55TAYLOR FRIGON CAPITAL MANAGEMENT LLC $188.11M
2242025-07-17 14:48:19SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $174.95M
2252025-07-17 14:47:15OAKWORTH CAPITAL INC $1.55B
2262025-07-17 14:44:23BARON SILVER STEVENS FINANCIAL ADVISORS LLC $624.46M
2272025-07-17 14:43:29FEE ONLY FINANCIAL PLANNING LC $161.54M
2282025-07-17 14:42:20AVONDALE WEALTH MANAGEMENT $179.02M
2292025-07-17 14:40:20DUALITY ADVISERS LP $0.00
2302025-07-17 14:36:50MONTIS FINANCIAL LLC $359.85M
2312025-07-17 14:34:56FIFTH THIRD SECURITIES INC $1.33B
2322025-07-17 14:33:30OCEANSIDE ADVISORS LLC $149.51M
2332025-07-17 14:32:53INVESCO LLC $268.07M
2342025-07-17 14:29:43SWS PARTNERS $370.61M
2352025-07-17 14:29:24PREPARED RETIREMENT INSTITUTE LLC $169.72M
2362025-07-17 14:23:20WOLFF WIESE MAGANA LLC $161.50M
2372025-07-17 14:21:32NOVA R WEALTH INC $215.10M
2382025-07-17 14:17:02ARCHFORD CAPITAL STRATEGIES LLC $782.05M
2392025-07-17 14:13:21KELLY FINANCIAL SERVICES LLC $339.42M
2402025-07-17 14:08:31REFINED WEALTH MANAGEMENT $145.49M
2412025-07-17 14:06:49NEW COVENANT TRUST COMPANY NA $111.93M
2422025-07-17 14:02:13COVENANT ASSET MANAGEMENT LLC $676.59M
2432025-07-17 13:58:20ERN FINANCIAL LLC $474.00M
2442025-07-17 13:58:04ENCLAVE ADVISORS LLC $619.03M
2452025-07-17 13:56:35OLYMPUS WEALTH MANAGEMENT LLC $297.68M
2462025-07-17 13:55:08ALPINE BANK WEALTH MANAGEMENT $661.73M
2472025-07-17 13:54:12HANSON DOREMUS INVESTMENT MANAGEMENT $747.59K
2482025-07-17 13:50:19WASHINGTON CAPITAL MANAGEMENT INC $134.60M
2492025-07-17 13:43:40REMPART ASSET MANAGEMENT INC $520.74M
2502025-07-17 13:37:32RH INVESTMENT GROUP LLC $109.07M
2512025-07-17 13:32:10GENERATE INVESTMENT MANAGEMENT LTD $1.80B
2522025-07-17 13:31:48ALBION FINANCIAL GROUP UT $1.53B
2532025-07-17 13:30:20LUNATE CAPITAL LTD $178.07M
2542025-07-17 13:20:19FARMERS MERCHANTS TRUST CO OF LONG BEACH $471.03M
2552025-07-17 13:18:36MOSS ADAMS WEALTH ADVISORS LLC $1.10B
2562025-07-17 13:17:34SUMMERHAVEN INVESTMENT MANAGEMENT LLC $152.78M
2572025-07-17 13:17:14RUBICON GLOBAL CAPITAL LTD $631.85M
2582025-07-17 13:07:45CATALYTIC WEALTH RIA LLC $1.22B
2592025-07-17 13:04:21CAIRN INVESTMENT GROUP INC $191.45K
2602025-07-17 12:59:04FIDUCIARY ADVISORS INC $113.62M
2612025-07-17 12:54:48ASTORIA STRATEGIC WEALTH INC $370.07M
2622025-07-17 12:53:53GREENBUSH FINANCIAL GROUP LLC $229.52M
2632025-07-17 12:42:43V SQUARE QUANTITATIVE MANAGEMENT LLC $746.84M
2642025-07-17 12:40:38SOUND INCOME STRATEGIES LLC $1.74B
2652025-07-17 12:38:46JACKSON GRANT INVESTMENT ADVISERS INC $272.34M
2662025-07-17 12:38:18KLEIN PAVLIS & PEASLEY FINANCIAL INC $149.87M
2672025-07-17 12:33:51VERMILLION WEALTH MANAGEMENT INC $209.49M
2682025-07-17 12:21:35GLOBAL TRUST ASSET MANAGEMENT LLC $187.00M
2692025-07-17 12:16:53CLEAN YIELD GROUP $334.29M
2702025-07-17 12:15:00INVESTMENT ADVISORY SERVICES INC TX ADV $299.78M
2712025-07-17 12:11:29INDEPENDENCE BANK OF KENTUCKY $705.78M
2722025-07-17 12:07:21WALKER ASSET MANAGEMENT LLC $173.30M
2732025-07-17 12:04:52HERITAGE INVESTMENT GROUP INC $580.09M
2742025-07-17 11:54:12NEW PERSPECTIVES INC $202.17M
2752025-07-17 11:53:37NORRIS PERNE FRENCH LLP MI $1.44B
2762025-07-17 11:51:30APPLIED CAPITAL LLC $227.29M
2772025-07-17 11:45:16CAPITAL INSIGHT PARTNERS LLC $575.40M
2782025-07-17 11:41:01EXANE ASSET MANAGEMENT $256.15M
2792025-07-17 11:39:55FOREFRONT WEALTH MANAGEMENT INC $124.73M
2802025-07-17 11:36:53INVESTMENT RESEARCH ADVISORY GROUP INC $268.41M
2812025-07-17 11:34:32SCOTT SELBER INC $358.83K
2822025-07-17 11:33:25GENESIS PRIVATE WEALTH LLC $212.24M
2832025-07-17 11:31:39DELTA CAPITAL MANAGEMENT LLC $178.81M
2842025-07-17 11:31:05FIRST COUNTY BANK CT $185.97M
2852025-07-17 11:29:10MOODY LYNN LIEBERSON LLC $1.73B
2862025-07-17 11:29:00OVERBROOK MANAGEMENT CORP $536.50M
2872025-07-17 11:28:35GRANITESHARES ADVISORS LLC $162.71M
2882025-07-17 11:28:02LAZARI CAPITAL MANAGEMENT INC $265.62M
2892025-07-17 11:21:05PEOPLES FINANCIAL SERVICES CORP $202.35M
2902025-07-17 11:17:42SMITH SALLEY ASSOCIATES $1.73B
2912025-07-17 11:05:00ADDENDA CAPITAL INC $2.79B
2922025-07-17 11:00:18SYMMETRY PARTNERS LLC $812.71M
2932025-07-17 10:56:15CAMELOT PORTFOLIOS LLC $167.33M
2942025-07-17 10:52:52JOHNSON & WHITE WEALTH MANAGEMENT LLC $198.53K
2952025-07-17 10:42:48PALISADES INVESTMENT PARTNERS LLC $228.74M
2962025-07-17 10:38:35ARGUS INVESTORS COUNSEL INC $140.91M
2972025-07-17 10:04:34CITY HOLDING CO $764.10M
2982025-07-17 09:56:31WAGNER WEALTH MANAGEMENT LLC $438.53M
2992025-07-17 09:56:07SAN LUIS WEALTH ADVISORS LLC $465.44K
3002025-07-17 09:54:49GRANDVIEW ASSET MANAGEMENT LLC $312.32K
3012025-07-17 09:54:32BEACON CAPITAL MANAGEMENT LLC $740.82M
3022025-07-17 09:51:40PATTON ALBERTSON MILLER LLC $759.64M
3032025-07-17 09:51:28PMG WEALTH MANAGEMENT INC $121.17M
3042025-07-17 09:46:38TRITONPOINT WEALTH LLC $1.08B
3052025-07-17 09:44:25MUSTARD SEED FINANCIAL LLC $138.82M
3062025-07-17 09:29:34ALTUS WEALTH MANAGEMENT LLC $208.93M
3072025-07-17 09:20:25FLYWHEEL PRIVATE WEALTH LLC $124.62M
3082025-07-17 09:11:05SONORA INVESTMENT MANAGEMENT GROUP LLC $1.35B
3092025-07-17 09:00:10PORTER WHITE INVESTMENT ADVISORS INC $214.76M
3102025-07-17 08:41:18CWA ASSET MANAGEMENT GROUP LLC $2.37B
3112025-07-17 08:16:26STONE POINT WEALTH LLC $322.79M
3122025-07-17 08:00:43COASTLINE TRUST CO $873.12M
3132025-07-17 07:27:31FORT WASHINGTON INVESTMENT ADVISORS INC OH $17.35M
3142025-07-17 07:18:54GUYASUTA INVESTMENT ADVISORS INC $1.63B
3152025-07-17 06:21:33JAMES HAMBRO PARTNERS $2.53B
3162025-07-16 21:17:07NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $2.89B
3172025-07-16 21:00:20CANERECTOR INC $176.33M
3182025-07-16 20:16:48KEYSTONE GLOBAL PARTNERS LLC $183.56M
3192025-07-16 20:11:01CLEAR POINT ADVISORS INC $118.66M
3202025-07-16 20:05:07NEUMANN CAPITAL MANAGEMENT LLC $318.02M
3212025-07-16 19:50:04LAKEWOOD ASSET MANAGEMENT LLC $149.70M
3222025-07-16 19:43:53XY PLANNING NETWORK INC $293.72M
3232025-07-16 19:36:33WD RUTHERFORD LLC $217.44M
3242025-07-16 19:23:24AUSBIL INVESTMENT MANAGEMENT LTD $170.56M
3252025-07-16 18:51:34STOCKMAN ASSET MANAGEMENT $735.87M
3262025-07-16 18:17:29OAKMONT CORP $570.89M
3272025-07-16 18:14:02FINANCIAL PARTNERS GROUP LLC $276.27M
3282025-07-16 18:13:53BARRY INVESTMENT ADVISORS LLC $401.68M
3292025-07-16 18:13:44CROWN OAK ADVISORS LLC $211.47M
3302025-07-16 18:11:09UNCOMMON CENTS INVESTING LLC $373.67M
3312025-07-16 18:10:42BAYBRIDGE CAPITAL GROUP LLC $155.76M
3322025-07-16 18:10:20JOHNSON BIXBY AND ASSOCIATES LLC $728.24M
3332025-07-16 18:09:56RBA WEALTH MANAGEMENT LLC $268.38M
3342025-07-16 18:09:37VIRGINIA WEALTH MANAGEMENT GROUP INC $164.53M
3352025-07-16 18:08:23KWB WEALTH $822.86M
3362025-07-16 18:06:37CHARLES SCHWAB TRUST CO $1.33B
3372025-07-16 18:06:08SC&H FINANCIAL ADVISORS INC $585.56M
3382025-07-16 18:05:28LUMINVEST WEALTH MANAGEMENT LLC $278.94M
3392025-07-16 18:05:00HENGEHOLD CAPITAL MANAGEMENT LLC $1.10B
3402025-07-16 18:04:35TBH GLOBAL ASSET MANAGEMENT LLC $467.66M
3412025-07-16 18:04:33STERNECK CAPITAL MANAGEMENT LLC $197.12M
3422025-07-16 18:02:54YOUNGS ADVISORY GROUP INC $263.11M
3432025-07-16 18:01:16ARIOSE CAPITAL MANAGEMENT LTD $158.21M
3442025-07-16 18:00:53CALIFORNIA CAPITAL ADVISORS INC $276.72M
3452025-07-16 18:00:30CHATHAM CAPITAL GROUP INC $655.61M
3462025-07-16 18:00:01SAGE RHINO CAPITAL LLC $473.14M
3472025-07-16 17:59:35SFM LLC $155.82M
3482025-07-16 17:59:33MICHELS FAMILY FINANCIAL LLC $117.31M
3492025-07-16 17:59:07BLOSSOM WEALTH MANAGEMENT $56.43M
3502025-07-16 17:58:45KG L CAPITAL MANAGEMENT LLC $338.78M
3512025-07-16 17:58:20COGENTBLUE WEALTH ADVISORS LLC $130.59M
3522025-07-16 17:57:58CRANE ADVISORY LLC $603.48M
3532025-07-16 17:56:47TEMPUS WEALTH PLANNING LLC $401.24M
3542025-07-16 17:56:22SEABRIDGE INVESTMENT ADVISORS LLC $537.87M
3552025-07-16 17:54:29WESTERN FINANCIAL CORP CA $186.58M
3562025-07-16 17:52:03LVW ADVISORS LLC $916.63M
3572025-07-16 17:51:39PEAVINE CAPITAL MANAGEMENT LLC $426.84M
3582025-07-16 17:51:15DAVID KENNON INC $267.65M
3592025-07-16 17:50:55BLACK POINT WEALTH MANAGEMENT $3.50M
3602025-07-16 17:50:29GUARDIAN INVESTMENT MANAGEMENT $99.37M
3612025-07-16 17:50:06CLAY NORTHAM WEALTH MANAGEMENT LLC $156.45M
3622025-07-16 17:49:44WORTH FINANCIAL ADVISORY GROUP LLC $162.88M
3632025-07-16 17:49:20STERLING WEALTH ADVISORS INC $141.33M
3642025-07-16 17:48:44FINANCIAL DESIGNS CORP $163.12M
3652025-07-16 17:48:10WILLOW CREEK WEALTH MANAGEMENT INC $1.11B
3662025-07-16 17:26:29TOWER TRUST & INVESTMENT CO $140.70M
3672025-07-16 17:24:21SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC $164.55M
3682025-07-16 17:05:09PRAIRIEWOOD CAPITAL LLC $269.38M
3692025-07-16 17:05:05KILEY JUERGENS WEALTH MANAGEMENT LLC $433.27M
3702025-07-16 17:04:27MIDWEST HERITAGE BANK FSB $265.84M
3712025-07-16 16:57:33CAHABA WEALTH MANAGEMENT INC $1.29B
3722025-07-16 16:56:53SQUIRE INVESTMENT MANAGEMENT COMPANY LLC $271.35M
3732025-07-16 16:46:56EASTOVER INVESTMENT ADVISORS LLC $222.99M
3742025-07-16 16:44:40INDEPENDENT WEALTH NETWORK INC $274.86M
3752025-07-16 16:43:53ASCENT CAPITAL MANAGEMENT LLC $112.63M
3762025-07-16 16:36:38TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC $146.11M
3772025-07-16 16:26:42NORTHWESTERN UNIVERSITY $56.44M
3782025-07-16 16:25:01BADGLEY PHELPS WEALTH MANAGERS LLC $4.51B
3792025-07-16 16:24:15WEST BRANCH CAPITAL LLC $338.14M
3802025-07-16 16:20:45MARMO FINANCIAL GROUP LLC $200.78M
3812025-07-16 16:19:56SPIREPOINT PRIVATE CLIENT LLC $885.55M
3822025-07-16 16:18:00JENTNER CORP $373.28M
3832025-07-16 16:17:35FORMIDABLE ASSET MANAGEMENT LLC $597.93M
3842025-07-16 16:13:13BUILDER INVESTMENT GROUP INC ADV $404.58M
3852025-07-16 16:04:54US ASSET MANAGEMENT LLC $115.36M
3862025-07-16 16:02:06DIVERSIFIED ENTERPRISES LLC $1.34B
3872025-07-16 15:55:47TOWNSEND ASSET MANAGEMENT CORP NC ADV $276.11M
3882025-07-16 15:51:55KOOMAN & ASSOCIATES $295.90M
3892025-07-16 15:43:54PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC $126.57M
3902025-07-16 15:40:59ABS DIRECT EQUITY FUND LLC $62.89M
3912025-07-16 15:39:03JOHN W BROOKER AND CO CPAS $42.67M
3922025-07-16 15:37:31MARINER INVESTMENT GROUP LLC $281.70M
3932025-07-16 15:37:25ORG WEALTH PARTNERS LLC $417.97M
3942025-07-16 15:37:16BROWN LISLE CUMMINGS INC $375.77M
3952025-07-16 15:33:42DIAMANT ASSET MANAGEMENT INC $131.30M
3962025-07-16 15:25:44MEREDITH WEALTH PLANNING $275.40M
3972025-07-16 15:23:02ENCOMPASS WEALTH ADVISORS LLC $272.79M
3982025-07-16 15:22:34VALICENTI ADVISORY SERVICES INC $428.06K
3992025-07-16 15:22:13ADVISORS MANAGEMENT GROUP INC ADV $531.16K
4002025-07-16 15:21:58TWELVE POINTS WEALTH MANAGEMENT LLC $371.53M
4012025-07-16 15:20:29GOALFUSION WEALTH MANAGEMENT LLC $194.59M
4022025-07-16 15:14:55SIGNATUREFD LLC $5.87B
4032025-07-16 15:14:40FIRST AMERICAN BANK $1.46B
4042025-07-16 15:07:15ORG PARTNERS LLC $468.88M
4052025-07-16 15:06:06SUMMIT PARTNERS LP $1.42B
4062025-07-16 15:02:37GRADIENT CAPITAL ADVISORS LLC $338.53M
4072025-07-16 15:02:12RAINIER FAMILY WEALTH INC $100.09M
4082025-07-16 15:01:17PARAGON CAPITAL MANAGEMENT LTD $551.66M
4092025-07-16 14:56:55HIGHLINE WEALTH PARTNERS LLC $338.05M
4102025-07-16 14:56:24HOWARD CAPITAL MANAGEMENT GROUP LLC $1.44B
4112025-07-16 14:50:23HS MANAGEMENT PARTNERS LLC $1.23B
4122025-07-16 14:49:21KENDALL CAPITAL MANAGEMENT $378.12M
4132025-07-16 14:48:13MERIDIAN INVESTMENT COUNSEL INC $367.46M
4142025-07-16 14:47:34VESTIA PERSONAL WEALTH ADVISORS $145.98M
4152025-07-16 14:37:06AUGUSTINE ASSET MANAGEMENT INC $373.77M
4162025-07-16 14:36:47LLOYD ADVISORY SERVICES LLC $206.95M
4172025-07-16 14:30:18BONNESS ENTERPRISES INC $305.39M
4182025-07-16 14:24:05STATE OF ALASKA DEPARTMENT OF REVENUE $9.35M
4192025-07-16 14:22:40OLD PORT ADVISORS $366.57M
4202025-07-16 14:22:23EAGLE GLOBAL ADVISORS LLC $2.47B
4212025-07-16 14:21:47NOVAPOINT CAPITAL LLC $326.25M
4222025-07-16 14:20:31COVE PRIVATE WEALTH LLC $283.63M
4232025-07-16 14:17:20ONE + ONE WEALTH MANAGEMENT LLC $183.48M
4242025-07-16 14:17:00PATTON FUND MANAGEMENT INC $456.50M
4252025-07-16 14:16:29ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $216.06K
4262025-07-16 14:14:41MINICHMACGREGOR WEALTH MANAGEMENT LLC $467.63M
4272025-07-16 14:14:34REZNY WEALTH MANAGEMENT INC $443.38M
4282025-07-16 14:08:35STILLWATER CAPITAL ADVISORS LLC $786.39M
4292025-07-16 13:58:31MOISAND FITZGERALD TAMAYO LLC $790.72M
4302025-07-16 13:57:23NORTHERN OAK WEALTH MANAGEMENT INC $789.82M
4312025-07-16 13:44:14FLOWER CITY CAPITAL $169.58M
4322025-07-16 13:39:10KIRR MARBACH CO LLC IN $505.75M
4332025-07-16 13:37:00IPSWICH INVESTMENT MANAGEMENT CO INC $414.49M
4342025-07-16 13:29:46KATHMERE CAPITAL MANAGEMENT LLC $1.30B
4352025-07-16 13:29:30INSTRUMENTAL WEALTH LLC $125.77M
4362025-07-16 13:29:19PFS PARTNERS LLC $198.54M
4372025-07-16 13:23:31INVESTMENT PARTNERS ASSET MANAGEMENT INC $143.74M
4382025-07-16 13:19:45TRUE NORTH ADVISORS LLC $521.79M
4392025-07-16 13:18:20GENWEALTH GROUP INC $495.87M
4402025-07-16 13:17:30ARKANSAS FINANCIAL GROUP INC $646.57M
4412025-07-16 13:17:25VISION CAPITAL MANAGEMENT INC $761.04M
4422025-07-16 13:14:32CROWLEY WEALTH MANAGEMENT INC $109.87M
4432025-07-16 13:11:23RWM ASSET MANAGEMENT LLC $744.06M
4442025-07-16 13:09:42BESTGATE WEALTH ADVISORS LLC $48.25M
4452025-07-16 13:01:49ST GERMAIN D J CO INC $2.32B
4462025-07-16 13:00:46MJT & ASSOCIATES FINANCIAL ADVISORY GROUP INC $80.09M
4472025-07-16 12:55:45SOUTHERN CAPITAL ADVISORS LLC $195.51M
4482025-07-16 12:52:29BOS ASSET MANAGEMENT LLC $313.39M
4492025-07-16 12:52:05SWISHER FINANCIAL CONCEPTS INC $154.91M
4502025-07-16 12:51:49SPINNAKER INVESTMENT GROUP LLC $425.67M
4512025-07-16 12:47:29FCG INVESTMENT CO $191.67M
4522025-07-16 12:44:50NEW INSIGHT WEALTH ADVISORS $243.03M
4532025-07-16 12:43:13REBALANCE LLC $1.47B
4542025-07-16 12:42:15FALCON WEALTH PLANNING $989.48M
4552025-07-16 12:40:46EVERGREEN PRIVATE WEALTH LLC $238.68M
4562025-07-16 12:39:02NOVEM GROUP $793.95M
4572025-07-16 12:37:08AMARILLO NATIONAL BANK $538.05M
4582025-07-16 12:36:14MONTVUE CAPITAL MANAGEMENT INC $140.46M
4592025-07-16 12:33:00EMBREE FINANCIAL GROUP $664.17M
4602025-07-16 12:29:24BANKPLUS WEALTH MANAGEMENT LLC $150.71M
4612025-07-16 12:26:03FORM WEALTH ADVISORS LLC $826.53M
4622025-07-16 12:23:59LS INVESTMENT ADVISORS LLC $684.28M
4632025-07-16 12:19:27TCI WEALTH ADVISORS INC $1.46B
4642025-07-16 12:15:55RANDOLPH CO INC $975.25M
4652025-07-16 12:12:06CROWN WEALTH GROUP LLC $266.20M
4662025-07-16 12:05:00BLUE OAK CAPITAL LLC $190.30M
4672025-07-16 11:47:13CRESTA ADVISORS LTD $205.16M
4682025-07-16 11:46:59BEAUMONT FINANCIAL ADVISORS LLC $1.38B
4692025-07-16 11:46:30STRATEGIC INVESTMENT SOLUTIONS INC IL $330.64M
4702025-07-16 11:40:11FIVE OCEANS ADVISORS $234.41M
4712025-07-16 11:39:19EDGEROCK CAPITAL LLC $316.09M
4722025-07-16 11:37:42PATRON PARTNERS ADVISORS LLC $202.02M
4732025-07-16 11:35:52CAMBRIDGE ADVISORS INC $478.41M
4742025-07-16 11:24:34OWEN LARUE LLC $235.18M
4752025-07-16 11:14:06COX CAPITAL CO LLC $146.64M
4762025-07-16 11:11:22A D BEADELL INVESTMENT COUNSEL INC $131.21K
4772025-07-16 10:56:43BRAVE ASSET MANAGEMENT INC $370.92M
4782025-07-16 10:55:45MKT ADVISORS LLC $252.57M
4792025-07-16 10:51:36MBE WEALTH MANAGEMENT LLC $229.98M
4802025-07-16 10:49:55WHITE OAK CAPITAL PARTNERS PTE LTD $294.37M
4812025-07-16 10:49:25OLD NORTH STATE WEALTH MANAGEMENT LLC $191.92M
4822025-07-16 10:43:35CADENT CAPITAL ADVISORS LLC $311.05M
4832025-07-16 10:42:59KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP $126.17M
4842025-07-16 10:42:28KINGSMAN WEALTH MANAGEMENT INC $160.50M
4852025-07-16 10:40:50BRIGHT FINANCIAL ADVISORS INC $180.21M
4862025-07-16 10:35:30CABANA LLC $17.44M
4872025-07-16 10:34:13LEGEND FINANCIAL ADVISORS INC $150.52M
4882025-07-16 10:23:42MEYER HANDELMAN CO $3.03B
4892025-07-16 10:23:34RIDGEMONT PARTNERS MANAGEMENT LLC $46.89M
4902025-07-16 10:20:07PICTET CIE EUROPE SA $4.68B
4912025-07-16 10:19:44TENRET CO LLC $183.28M
4922025-07-16 10:18:57TRAVEKA WEALTH LLC $188.78M
4932025-07-16 10:11:12FREESTATE ADVISORS LLC $111.99M
4942025-07-16 10:08:07EXOR NV $4.67B
4952025-07-16 10:07:37MORANGIE MANAGEMENT LLC $115.36M
4962025-07-16 10:07:36FISCHER FINANCIAL SERVICES INC $340.05M
4972025-07-16 10:03:30WILLIAM MARSH RICE UNIVERSITY $140.42M
4982025-07-16 09:58:34PHIL A YOUNKER & ASSOCIATES LTD $101.44M
4992025-07-16 09:51:34HOLLAND ADVISORY SERVICES INC $68.47M
5002025-07-16 09:47:13AMERICAN NATIONAL BANK $976.45M
5012025-07-16 09:39:26CONGRESS ASSET MANAGEMENT CO MA $14.58B
5022025-07-16 09:39:20HARTFORD INVESTMENT MANAGEMENT CO $3.14B
5032025-07-16 09:38:25BANQUE PICTET CIE SA $14.37B
5042025-07-16 09:34:27AAFMAA WEALTH MANAGEMENT AND TRUST LLC $241.88M
5052025-07-16 09:30:23WEALTH GROUP LTD $392.75M
5062025-07-16 09:18:04STEPHENSON NATIONAL BANK AND TRUST $308.31M
5072025-07-16 09:11:16STONEPINE ASSET MANAGEMENT INC $15.45B
5082025-07-16 09:07:22FORTUNE FINANCIAL ADVISORS LLC $124.31M
5092025-07-16 08:37:35COLTON GROOME FINANCIAL ADVISORS LLC $295.13M
5102025-07-16 08:36:09REGISTER FINANCIAL ADVISORS LLC $229.02M
5112025-07-16 08:15:03AQUAMARINE ZURICH AG $309.84K
5122025-07-16 08:06:56ESSEX FINANCIAL SERVICES INC $1.52B
5132025-07-16 08:00:27OAKMONT PARTNERS LLC $4.75B
5142025-07-16 07:27:51RUFFER LLP $2.26B
5152025-07-16 06:32:38MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH $3.54B
5162025-07-16 06:10:02TB ALTERNATIVE ASSETS LTD $540.04M
5172025-07-16 06:00:56AYALON HOLDINGS LTD $346.43K
5182025-07-15 20:54:36KENNICOTT CAPITAL MANAGEMENT LLC $175.35M
5192025-07-15 20:46:06PLANCORP LLC $2.89B
5202025-07-15 20:16:19MOTIVE WEALTH ADVISORS $219.63M
5212025-07-15 20:00:35MONEYWISE INC $213.28M
5222025-07-15 19:19:32CASTLEVIEW PARTNERS LLC $155.62M
5232025-07-15 19:19:08CYPRESS FUNDS LLC $1.24B
5242025-07-15 19:06:36SYLVEST ADVISORS LLC $173.60M
5252025-07-15 18:57:10GLOBAL WEALTH MANAGEMENT LLC $182.35M
5262025-07-15 18:54:10MERIDIAN FINANCIAL LLC $154.54M
5272025-07-15 18:42:02EXETER FINANCIAL LLC $224.66M
5282025-07-15 18:09:54IRONWOOD WEALTH MANAGEMENT INC $211.71M
5292025-07-15 18:05:08NEWTON ONE INVESTMENTS LLC $317.80M
5302025-07-15 17:45:54TASSEL CAPITAL MANAGEMENT INC $130.21M
5312025-07-15 17:44:59PRAKASH INVESTMENT ADVISORS LLC $89.59M
5322025-07-15 17:44:21ARLINGTON CAPITAL MANAGEMENT INC $115.09M
5332025-07-15 17:40:59PERIGON WEALTH MANAGEMENT LLC $4.28B
5342025-07-15 17:39:07PACIFIC SAGE PARTNERS LLC $503.43M
5352025-07-15 17:38:17OCTAVIA WEALTH ADVISORS LLC $879.17M
5362025-07-15 17:37:22MARIDEA WEALTH MANAGEMENT LLC $384.07M
5372025-07-15 17:36:37MAGNUS FINANCIAL GROUP LLC $1.14B
5382025-07-15 17:35:39LITTLEJOHN FINANCIAL SERVICES INC $129.41M
5392025-07-15 17:33:51LEADING EDGE FINANCIAL PLANNING LLC $359.75M
5402025-07-15 17:32:53KENNEDY INVESTMENT GROUP $235.41M
5412025-07-15 17:31:40TIGEROAK MANAGEMENT LLC $291.83M
5422025-07-15 17:30:27HARRELL INVESTMENT PARTNERS LLC $394.60M
5432025-07-15 17:29:16GENESIS WEALTH ADVISORS LLC $133.29M
5442025-07-15 17:28:12COLONIAL RIVER WEALTH MANAGEMENT LLC $232.29M
5452025-07-15 17:27:05CASSIA CAPITAL PARTNERS LLC $166.27M
5462025-07-15 17:26:13MISSOURI TRUST & INVESTMENT CO $306.06M
5472025-07-15 17:25:08POSTROCK PARTNERS LLC $209.12M
5482025-07-15 17:23:52REGATTA CAPITAL GROUP LLC $582.44M
5492025-07-15 17:22:33SIGNAL TREE FINANCIAL PARTNERS LLC $116.17M
5502025-07-15 17:21:21KRASNEY FINANCIAL LLC $796.11M
5512025-07-15 17:19:47CLARUS GROUP INC $272.29M
5522025-07-15 17:19:14DKM WEALTH MANAGEMENT INC $115.96M
5532025-07-15 17:18:36TOTAL WEALTH PLANNING LLC $791.30M
5542025-07-15 17:18:02ABSOLUTE INVESTMENT ADVISERS LLC $808.40M
5552025-07-15 17:17:19RETIREFUL LLC $145.11M
5562025-07-15 17:16:56VERUM PARTNERS LLC $434.11M
5572025-07-15 17:16:55LEGACY SOLUTIONS LLC $104.38M
5582025-07-15 17:15:25WEALTH EFFECTS LLC $267.25M
5592025-07-15 17:12:30TD PRIVATE CLIENT WEALTH LLC $4.07B
5602025-07-15 17:11:49SMITH HOWARD WEALTH MANAGEMENT LLC $394.84M
5612025-07-15 17:10:57MATHER GROUP INC $9.36B
5622025-07-15 17:10:38SEVEN POST INVESTMENT OFFICE LP $265.45M
5632025-07-15 17:09:41SHULMAN DEMEO ASSET MANAGEMENT LLC $403.89M
5642025-07-15 17:09:03TENON FINANCIAL LLC $226.40M
5652025-07-15 17:08:36MCCARTHY & COX $381.84M
5662025-07-15 17:08:20ROGER WITTLIN INVESTMENT ADVISORY LLC $179.39M
5672025-07-15 17:08:15CARR FINANCIAL GROUP CORP $338.89M
5682025-07-15 17:07:48VESTMENT FINANCIAL LLC $157.70M
5692025-07-15 17:07:23FOSTER VICTOR WEALTH ADVISORS LLC $1.48B
5702025-07-15 17:06:53PINE HAVEN INVESTMENT COUNSEL INC $127.29M
5712025-07-15 17:06:31EVANSON ASSET MANAGEMENT LLC $1.61B
5722025-07-15 17:03:58PEDDOCK CAPITAL ADVISORS LLC $432.41M
5732025-07-15 17:01:58STONECREST WEALTH MANAGEMENT INC $209.91M
5742025-07-15 17:00:51PITTI GROUP WEALTH MANAGEMENT LLC $115.86M
5752025-07-15 16:54:30GREAT OAK CAPITAL PARTNERS LLC $349.21M
5762025-07-15 16:53:34DSG CAPITAL ADVISORS LLC $562.51M
5772025-07-15 16:52:39CORA CAPITAL ADVISORS LLC $224.60M
5782025-07-15 16:48:56WELL DONE LLC $533.20M
5792025-07-15 16:48:05BOSTONPREMIER WEALTH LLC $180.30M
5802025-07-15 16:46:59BEACON FINANCIAL PLANNING INC $179.12M
5812025-07-15 16:46:54SANTORI PETERS INC $276.41M
5822025-07-15 16:45:34SPECTRUM PLANNING AND ADVISORY SERVICES INC $154.62M
5832025-07-15 16:43:44AFFINITY WEALTH MANAGEMENT $625.97M
5842025-07-15 16:43:26NORTH STAR INVESTMENT MANAGEMENT CORP $1.43B
5852025-07-15 16:42:32ASPIRE CAPITAL ADVISORS LLC $362.09M
5862025-07-15 16:35:20BEACON INVESTMENT ADVISORY SERVICES INC $2.27B
5872025-07-15 16:31:45RIVERBRIDGE PARTNERS LLC $6.22B
5882025-07-15 16:20:45MCADAM LLC $1.83B
5892025-07-15 16:19:40PERENNIAL ADVISORS LLC $538.30M
5902025-07-15 16:18:11SURIENCE PRIVATE WEALTH LLC $106.45M
5912025-07-15 16:11:06XCEL WEALTH MANAGEMENT LLC $351.35M
5922025-07-15 16:08:35GPWM LLC $156.88M
5932025-07-15 15:59:20NORTHSIDE CAPITAL MANAGEMENT LLC $1.31B
5942025-07-15 15:58:17IMS CAPITAL MANAGEMENT $214.10M
5952025-07-15 15:57:13FIRST CITY CAPITAL MANAGEMENT INC $173.25M
5962025-07-15 15:53:51BIGSUR WEALTH MANAGEMENT LLC $396.13M
5972025-07-15 15:52:01FLOYD FINANCIAL GROUP LLC $108.24M
5982025-07-15 15:46:59PENN DAVIS MCFARLAND INC $887.85M
5992025-07-15 15:45:24LEVEL FINANCIAL ADVISORS INC $321.39M
6002025-07-15 15:43:51FMA WEALTH MANAGEMENT LLC $135.14M
6012025-07-15 15:42:50HERBST GROUP LLC $166.87M
6022025-07-15 15:41:40OXINAS PARTNERS WEALTH MANAGEMENT LLC $194.82M
6032025-07-15 15:40:43SIGHTLINE WEALTH ADVISORS LLC $207.14M
6042025-07-15 15:39:45WYNNEFIELD CAPITAL INC $169.53M
6052025-07-15 15:39:14AVAII WEALTH MANAGEMENT LLC $225.02M
6062025-07-15 15:37:56PALUMBO WEALTH MANAGEMENT LLC $322.89M
6072025-07-15 15:31:08CENTERLINE WEALTH ADVISORS LLC $203.78M
6082025-07-15 15:30:38CAPSTONE CAPITAL WEALTH ADVISORS $137.76M
6092025-07-15 15:28:32TRACTION FINANCIAL PARTNERS LLC $147.50M
6102025-07-15 15:26:09EWG ELEVATE INC $324.58M
6112025-07-15 15:22:03RVW WEALTH LLC $1.18B
6122025-07-15 15:20:45LYNCH ASSOCIATES IN $496.36M
6132025-07-15 15:17:04KENTUCKY TRUST CO $174.43M
6142025-07-15 15:11:24ALHAMBRA INVESTMENT PARTNERS LLC $201.66M
6152025-07-15 15:06:37BUTTONWOOD FINANCIAL ADVISORS INC $249.13M
6162025-07-15 15:02:43KOPP FAMILY OFFICE LLC $154.54M
6172025-07-15 14:58:55RETIREMENT GUYS FORMULA LLC $263.33M
6182025-07-15 14:55:10SIGNIFICANT WEALTH PARTNERS LLC $203.58M
6192025-07-15 14:54:05JEPPSON WEALTH MANAGEMENT LLC $289.12M
6202025-07-15 14:51:57LECONTE WEALTH MANAGEMENT LLC $147.78M
6212025-07-15 14:51:23PATRIOT INVESTMENT MANAGEMENT INC $1.44B
6222025-07-15 14:51:05PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $29.70B
6232025-07-15 14:38:23CHRONOS WEALTH MANAGEMENT LLC $193.05M
6242025-07-15 14:36:34HARTMANN TAYLOR WEALTH MANAGEMENT LLC $120.08M
6252025-07-15 14:28:56OAK WEALTH ADVISORS LLC $155.91M
6262025-07-15 14:27:55HERITAGE OAK WEALTH ADVISORS LLC $258.95M
6272025-07-15 14:27:33WILSEY ASSET MANAGEMENT INC $542.77M
6282025-07-15 14:21:32PEREGRINE INVESTMENT MANAGEMENT INC $156.49M
6292025-07-15 14:10:25HOME FEDERAL BANK OF TENNESSEE $352.69M
6302025-07-15 14:09:44CIGNA INVESTMENTS INC NEW $587.70K
6312025-07-15 14:08:58ARMIS ADVISERS LLC $1.26B
6322025-07-15 13:32:15SARA BAY FINANCIAL $2.93M
6332025-07-15 13:31:57BALLENTINE PARTNERS LLC $6.64B
6342025-07-15 13:22:30JNB ADVISORS LLC $1.78B
6352025-07-15 13:19:47JAMES J BURNS & COMPANY LLC $613.09M
6362025-07-15 13:18:17BREWSTER FINANCIAL PLANNING LLC $148.22M
6372025-07-15 13:10:59FINANCIAL MANAGEMENT PROFESSIONALS INC $888.81M
6382025-07-15 13:09:56WORLD EQUITY GROUP INC $366.59M
6392025-07-15 13:07:37KRAFT ASSET MANAGEMENT LLC $107.51M
6402025-07-15 13:07:35TRU INDEPENDENCE LLC $345.84M
6412025-07-15 13:03:39CHB INVESTMENT GROUP LLC $196.10K
6422025-07-15 13:01:32KEMPNER CAPITAL MANAGEMENT INC $186.72M
6432025-07-15 12:58:38FIVE PINE WEALTH MANAGEMENT $135.11M
6442025-07-15 12:49:40JARISLOWSKY FRASER LTD $17.50B
6452025-07-15 12:46:57TEXAS COUNTY & DISTRICT RETIREMENT SYSTEM $70.52M
6462025-07-15 12:41:52HIGHLAND FINANCIAL ADVISORS LLC $311.54M
6472025-07-15 12:40:53ATTESSA CAPITAL LLC $156.24M
6482025-07-15 12:32:09BURNS MATTESON CAPITAL MANAGEMENT LLC $207.03M
6492025-07-15 12:31:01BCS WEALTH MANAGEMENT $464.60K
6502025-07-15 12:28:20KAGAN COCOZZA ASSET MANAGEMENT $130.43M
6512025-07-15 12:28:00CHARTER CAPITAL MANAGEMENT LLC DE $170.31M
6522025-07-15 12:25:25BANNERMAN WEALTH MANAGEMENT GROUP LLC $130.32M
6532025-07-15 12:23:28HIGH GROUND INVESTMENT MANAGEMENT LLP $477.08M
6542025-07-15 12:20:54BKA WEALTH CONSULTING INC $109.53M
6552025-07-15 12:17:12NORDEN GROUP LLC $921.18M
6562025-07-15 12:07:34LEGACY FINANCIAL GROUP LLC $716.41M
6572025-07-15 12:04:46BANYAN CAPTIAL MANAGEMENT INC $194.47M
6582025-07-15 12:04:18DB FITZPATRICK & CO INC $112.71M
6592025-07-15 11:55:15CAPITAL INVESTMENT ADVISORS LLC $90.96M
6602025-07-15 11:54:45RIDGECREST WEALTH PARTNERS LLC $189.45M
6612025-07-15 11:47:40VANNOY ADVISORY GROUP INC $144.68M
6622025-07-15 11:47:36ACCURATE WEALTH MANAGEMENT LLC $653.71M
6632025-07-15 11:34:52DEFINE FINANCIAL LLC $151.79M
6642025-07-15 11:29:57AXIS WEALTH PARTNERS LLC $152.22M
6652025-07-15 11:24:09CRANBROOK WEALTH MANAGEMENT LLC $468.69M
6662025-07-15 11:22:45MARQUETTE ASSET MANAGEMENT INC $596.60M
6672025-07-15 10:59:31DRUM HILL CAPITAL LLC $90.46M
6682025-07-15 10:53:59MASECO LLP $2.63B
6692025-07-15 10:53:52MAIN STREET GROUP LTD $307.37M
6702025-07-15 10:52:08MAINSTREAM CAPITAL MANAGEMENT LLC $137.51M
6712025-07-15 10:29:15BANK OF ITALY $2.07M
6722025-07-15 10:29:08YARBROUGH CAPITAL LLC $2.80B
6732025-07-15 10:26:20FIFTH THIRD BANCORP $28.93B
6742025-07-15 10:23:55CCM INVESTMENT ADVISERS LLC $928.40M
6752025-07-15 10:21:36DROMS STRAUSS ADVISORS INC MO ADV $326.06M
6762025-07-15 10:15:22BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO $723.87K
6772025-07-15 10:05:22SHEETS SMITH WEALTH MANAGEMENT $854.73M
6782025-07-15 09:54:59BNC WEALTH MANAGEMENT LLC $337.07M
6792025-07-15 09:54:58WAYCROSS PARTNERS LLC $1.06B
6802025-07-15 09:47:45AM INVESTMENT STRATEGIES LLC $424.99M
6812025-07-15 09:32:08RETIREMENT INCOME SOLUTIONS INC $545.02M
6822025-07-15 09:30:34HALL LAURIE J TRUSTEE $302.44M
6832025-07-15 09:28:30FORTE CAPITAL LLC ADV $930.33M
6842025-07-15 09:24:19COMPAGNIE LOMBARD ODIER SCA $7.59B
6852025-07-15 09:16:01LVZ ADVISORS INC $834.01M
6862025-07-15 09:13:53SJS INVESTMENT CONSULTING INC $630.44M
6872025-07-15 09:10:17HIPPOCRATIC FINANCIAL ADVISORS LLC $187.21M
6882025-07-15 09:08:32MCF ADVISORS LLC $1.51B
6892025-07-15 09:05:04HYPERION ASSET MANAGEMENT LTD $3.17B
6902025-07-15 09:03:40COVEA FINANCE $2.69B
6912025-07-15 09:03:24QSM ASSET MANAGEMENT LTD $108.55M
6922025-07-15 09:02:29UNIFIED INVESTMENT MANAGEMENT $93.28M
6932025-07-15 08:59:33CAPSTONE WEALTH MANAGEMENT GROUP LLC $137.43M
6942025-07-15 08:57:37HIDDEN COVE WEALTH MANAGEMENT LLC $138.05M
6952025-07-15 08:55:53OREGON PACIFIC WEALTH MANAGEMENT LLC $105.67M
6962025-07-15 08:53:09TEPP RIA LLC $77.47M
6972025-07-15 08:49:17EATON FINANCIAL HOLDINGS COMPANY LLC $325.01M
6982025-07-15 08:47:01BOYD WEALTH MANAGEMENT LLC $230.95M
6992025-07-15 08:44:38FAMILY INVESTMENT CENTER INC $441.39M
7002025-07-15 08:43:54PICTET NORTH AMERICA ADVISORS SA $996.48M
7012025-07-15 08:42:59PICTET BANK TRUST LTD $85.29M
7022025-07-15 08:41:38RTD FINANCIAL ADVISORS INC $781.54M
7032025-07-15 08:39:10KELLY FINANCIAL GROUP LLC $345.59M
7042025-07-15 08:36:17OAK ROOT LLC $807.47M
7052025-07-15 08:34:16FORT HENRY CAPITAL LLC $148.77M
7062025-07-15 08:32:43BAY CAPITAL ADVISORS LLC $131.18M
7072025-07-15 08:31:58FINANCIAL PARTNERS GROUP INC $723.15M
7082025-07-15 08:30:15TOWN COUNTRY BANK TRUST CO DBA FIRST BANKERS TRUST CO $270.23M
7092025-07-15 08:29:38FOCUSED WEALTH MANAGEMENT INC $825.81M
7102025-07-15 08:29:32KWMG LLC $1.06B
7112025-07-15 08:17:11NIPPON LIFE INSURANCE CO $6.62M
7122025-07-15 08:05:32SYQUANT CAPITAL SAS $255.87K
7132025-07-15 07:12:45ELEVATED CAPITAL ADVISORS LLC $376.87M
7142025-07-14 20:47:41REVISOR WEALTH MANAGEMENT LLC $277.32M
7152025-07-14 20:37:33FARRELL FINANCIAL LLC $149.00M
7162025-07-14 20:27:27FAMILY WEALTH PARTNERS LLC $249.87M
7172025-07-14 20:18:54FORTITUDE FAMILY OFFICE LLC $304.67M
7182025-07-14 20:10:56GUNMA BANK LTD $306.29K
7192025-07-14 20:01:34HOFER & ASSOCIATES INC $160.28M
7202025-07-14 19:46:49CORDANT INC $207.25M
7212025-07-14 19:33:37BANK OF STOCKTON $335.77M
7222025-07-14 19:29:01ACT ADVISORS LLC $216.23M
7232025-07-14 18:42:36GARRETT INVESTMENT ADVISORS LLC $1.12B
7242025-07-14 18:42:22MARTIN CAPITAL ADVISORS LLP $153.71M
7252025-07-14 18:40:28CHRISTENSEN KING & ASSOCIATES INVESTMENT SERVICES INC $218.21M
7262025-07-14 18:39:55GSB WEALTH MANAGEMENT LLC $408.44M
7272025-07-14 18:30:18BFSG LLC $893.94M
7282025-07-14 18:23:27ALPHA OMEGA WEALTH MANAGEMENT LLC $558.43M
7292025-07-14 18:15:10OPTIMA CAPITAL LLC $185.86M
7302025-07-14 18:10:20WELA STRATEGIES LLC $253.41M
7312025-07-14 18:02:05CENTURYLINK INVESTMENT MANAGEMENT CO $101.33M
7322025-07-14 17:50:22CARDINAL CAPITAL MANAGEMENT $681.39M
7332025-07-14 17:43:44WEST OAK CAPITAL LLC $2.55M
7342025-07-14 17:31:56KANEN WEALTH MANAGEMENT LLC $261.37M
7352025-07-14 17:29:44HOEY INVESTMENTS INC $682.27M
7362025-07-14 17:23:22ABACUS PLANNING GROUP INC $295.90M
7372025-07-14 17:16:47OCCIDENTAL ASSET MANAGEMENT LLC $724.65M
7382025-07-14 17:16:40CHICAGO TRUST CO NA $711.50M
7392025-07-14 17:16:08E G ADVISORS LP $385.69M
7402025-07-14 17:14:39OPAL WEALTH ADVISORS LLC $360.54M
7412025-07-14 17:11:52AVALON ADVISORY GROUP $232.80M
7422025-07-14 17:02:32BUTTONWOOD FINANCIAL GROUP LLC $197.02M
7432025-07-14 17:00:32COUNTERPOINT MUTUAL FUNDS LLC $1.13B
7442025-07-14 16:56:14WEALTH ADVISORY SOLUTIONS LLC $394.78M
7452025-07-14 16:35:44ARGENT CAPITAL MANAGEMENT LLC $3.50B
7462025-07-14 16:35:18STEIGERWALD GORDON AND KOCH INC $948.23M
7472025-07-14 16:34:09CREW CAPITAL MANAGEMENT LTD $139.50M
7482025-07-14 16:30:38FARMERS TRUST CO $535.49M
7492025-07-14 16:22:51LEONARD RICKEY INVESTMENT ADVISORS P L L C $500.68M
7502025-07-14 16:22:19MCMAHON FINANCIAL ADVISORS LLC $426.28M
7512025-07-14 16:14:12ARGENTARII LLC $218.02M
7522025-07-14 16:11:36GRIES FINANCIAL LLC $549.59M
7532025-07-14 16:09:30BARING FINANCIAL LLC $133.91M
7542025-07-14 16:07:14GOLDEN STATE EQUITY PARTNERS $540.10M
7552025-07-14 16:05:56CHERRYDALE WEALTH MANAGEMENT LLC $287.41M
7562025-07-14 16:05:25BRADY MARTZ WEALTH SOLUTIONS LLC $516.93M
7572025-07-14 16:01:50LEDERER ASSOCIATES INVESTMENT COUNSEL CA $151.15K
7582025-07-14 16:00:06CRA FINANCIAL SERVICES LLC $654.14M
7592025-07-14 15:49:11OLIVER LUXXE ASSETS LLC $560.37M
7602025-07-14 15:49:09FOUNDERS CAPITAL MANAGEMENT LLC $587.12M
7612025-07-14 15:46:11CJM WEALTH ADVISERS LTD $300.49M
7622025-07-14 15:44:52ARLINGTON PARTNERS LLC $271.07M
7632025-07-14 15:39:31CHRIS BULMAN INC $175.43M
7642025-07-14 15:36:38CONRAD SIEGEL INVESTMENT ADVISORS INC $445.77M
7652025-07-14 15:36:21IRONOAK WEALTH LLC $102.90M
7662025-07-14 15:27:23FINANCIAL HARVEST LLC $133.78M
7672025-07-14 15:23:35HARRINGTON INVESTMENTS INC $188.98M
7682025-07-14 15:18:31ARMSTRONG ADVISORY GROUP INC $1.32B
7692025-07-14 15:13:53KFG WEALTH MANAGEMENT LLC $622.06K
7702025-07-14 15:11:11FRIDAY FINANCIAL $196.56M
7712025-07-14 15:10:48CAITLIN JOHN LLC $109.79M
7722025-07-14 15:07:53MCGLONE SUTTNER WEALTH MANAGEMENT INC $662.30M
7732025-07-14 15:07:01NORTHLAND CAPITAL MANAGEMENT LLC $162.43M
7742025-07-14 15:05:20STAPP WEALTH MANAGEMENT PLLC $69.50M
7752025-07-14 14:53:18ACROPOLIS INVESTMENT MANAGEMENT LLC $1.82B
7762025-07-14 14:41:03R H DINEL INVESTMENT COUNSEL INC $150.03M
7772025-07-14 14:39:28LAFLEUR GODFREY LLC $800.72M
7782025-07-14 14:36:12SENTINEL PENSION ADVISORS INC $594.07M
7792025-07-14 14:33:43BLUESKY WEALTH ADVISORS LLC $688.42M
7802025-07-14 14:29:50LEE KELLEHER WEALTH MANAGEMENT $150.51M
7812025-07-14 14:20:14S A MASON LLC $206.65M
7822025-07-14 14:16:52GRIDIRON PARTNERS LLC $161.16M
7832025-07-14 14:16:26RIDGEWOOD INVESTMENTS LLC $231.49M
7842025-07-14 14:11:18CLEAR HARBOR ASSET MANAGEMENT LLC $1.33B
7852025-07-14 14:00:36FINANCIAL ENHANCEMENT GROUP LLC $699.48M
7862025-07-14 13:54:49BUSKA WEALTH MANAGEMENT LLC $365.94M
7872025-07-14 13:52:05MECHANICS BANK TRUST DEPARTMENT $697.50M
7882025-07-14 13:51:37KAPITALO INVESTIMENTOS LTDA $461.45M
7892025-07-14 13:51:01SEASCAPE CAPITAL MANAGEMENT $317.17K
7902025-07-14 13:50:57BETTERWEALTH LLC $390.44M
7912025-07-14 13:49:42SEED WEALTH MANAGEMENT INC $134.20M
7922025-07-14 13:48:35SALVUS WEALTH MANAGEMENT LLC $171.30M
7932025-07-14 13:47:18MY WEALTH MANAGEMENT INC $104.37M
7942025-07-14 13:45:28FOSTER GROUP INC $2.92B
7952025-07-14 13:43:39CAPITAL CS GROUP LLC $61.66M
7962025-07-14 13:42:25NEPSIS CAPITAL MANAGEMENT INC $359.20M
7972025-07-14 13:40:17CHAPIN DAVIS INC $361.78M
7982025-07-14 13:39:09GAMMA INVESTING LLC $1.58B
7992025-07-14 13:37:17WOOSTER CORTHELL WEALTH MANAGEMENT INC $540.00M
8002025-07-14 13:34:37SCHARF INVESTMENTS LLC $3.47B
8012025-07-14 13:32:31PROATHLETE WEALTH MANAGEMENT LLC $314.38M
8022025-07-14 13:27:13INFINITY WEALTH COUNSEL LLC $99.11M
8032025-07-14 13:20:33CUSHING ASSET MANAGEMENT LP $1.73B
8042025-07-14 13:19:41ROOTED WEALTH ADVISORS INC $289.30M
8052025-07-14 13:19:12PARKSHORE WEALTH MANAGEMENT INC $204.61M
8062025-07-14 13:18:07PACIFICA PARTNERS INC $246.39M
8072025-07-14 13:17:54KIECKHEFER GROUP LLC $184.44M
8082025-07-14 13:16:15LEWIS ASSET MANAGEMENT LLC $212.61M
8092025-07-14 13:14:54SIGNATURE SECURITIES GROUP CORPORATION $361.19M
8102025-07-14 13:14:44CLAYTON FINANCIAL GROUP LLC $84.10M
8112025-07-14 13:14:35TOTH FINANCIAL ADVISORY CORP $857.18M
8122025-07-14 13:09:52ADVISORNET FINANCIAL INC $1.55B
8132025-07-14 13:03:17SAVIOR LLC $18.46M
8142025-07-14 13:01:48LEGACY CAPITAL GROUP CALIFORNIA INC $360.96M
8152025-07-14 12:58:35PAINTED PORCH ADVISORS LLC $243.66M
8162025-07-14 12:57:12FINANCIAL ADVISORY PARTNERS LLC $318.05M
8172025-07-14 12:46:13LIGHTHOUSE WEALTH MANAGEMENT INC $115.54M
8182025-07-14 12:44:53COBBLESTONE ASSET MANAGEMENT LLC $190.14M
8192025-07-14 12:40:08NARUS FINANCIAL PARTNERS LLC $320.38M
8202025-07-14 12:38:41MAIN LINE RETIREMENT ADVISORS LLC $175.59M
8212025-07-14 12:31:29CHICO WEALTH RIA $126.43M
8222025-07-14 12:29:31U S CAPITAL WEALTH ADVISORS LLC $3.42B
8232025-07-14 12:28:52SWEENEY & MICHEL LLC $281.54M
8242025-07-14 12:26:35LCM CAPITAL MANAGEMENT INC $192.46M
8252025-07-14 12:26:01FARMERS MERCHANTS INVESTMENTS INC $3.43B
8262025-07-14 12:17:47HARBOR GROUP INC $564.49M
8272025-07-14 12:15:28EDGE WEALTH MANAGEMENT LLC $519.19M
8282025-07-14 12:06:20ABACUS WEALTH PARTNERS LLC $655.44M
8292025-07-14 12:05:14ENZI WEALTH $273.00M
8302025-07-14 12:00:45WESTEND CAPITAL MANAGEMENT LLC $324.63M
8312025-07-14 11:58:39RJA ASSET MANAGEMENT LLC $290.42M
8322025-07-14 11:55:22FOUNDATION RESOURCE MANAGEMENT INC $646.66M
8332025-07-14 11:43:47MASSO TORRENCE WEALTH MANAGEMENT INC $216.42M
8342025-07-14 11:39:59IAMS WEALTH MANAGEMENT LLC $217.84M
8352025-07-14 11:30:36WHITENER CAPITAL MANAGEMENT INC $377.55M
8362025-07-14 11:30:35BANK & TRUST CO $126.37M
8372025-07-14 11:16:23MARYLAND CAPITAL ADVISORS INC $255.22M
8382025-07-14 11:15:03ABLE FINANCIAL GROUP LLC $414.34M
8392025-07-14 11:10:32STRATEGIC PLANNING GROUP LLC $615.74M
8402025-07-14 11:09:54LAKESHORE FINANCIAL PLANNING INC $248.82M
8412025-07-14 10:46:17LATEEF INVESTMENT MANAGEMENT LP $849.59M
8422025-07-14 10:35:05SOUTHLAND EQUITY PARTNERS LLC $456.01M
8432025-07-14 10:31:17ABOUND WEALTH MANAGEMENT $353.92M
8442025-07-14 10:25:56BORDER TO COAST PENSIONS PARTNERSHIP LTD $5.45M
8452025-07-14 10:19:39CATHY PARETO & ASSOCIATES INC $121.03M
8462025-07-14 10:14:43PALACIOS WEALTH MANAGEMENT LLC $121.69M
8472025-07-14 10:14:17AI FINANCIAL SERVICES LLC $177.16M
8482025-07-14 10:12:42CLIO ASSET MANAGEMENT LLC $127.54M
8492025-07-14 09:51:42CAPSTONE WEALTH MANAGEMENT LLC $114.09M
8502025-07-14 09:35:09PARK AVENUE SECURITIES LLC $10.87M
8512025-07-14 09:09:27SHEARWATER CAPITAL LLC $159.01M
8522025-07-14 09:05:56STERLING GROUP WEALTH MANAGEMENT LLC $180.68M
8532025-07-14 09:04:08SOUND STEWARDSHIP LLC $193.88M
8542025-07-14 08:39:03AVANZA FONDER AB $3.38B
8552025-07-14 07:42:40HEALTHINVEST PARTNERS AB $233.66M
8562025-07-11 20:18:19MATRIX TRUST CO $628.22K
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8592025-07-11 17:51:53UMA FINANCIAL SERVICES INC $636.78M
8602025-07-11 17:27:49BOUVEL INVESTMENT PARTNERS LLC $295.63M
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8622025-07-11 17:25:24ULLMANN FINANCIAL GROUP INC $846.34M
8632025-07-11 17:24:57SCOTT CAPITAL ADVISORS LLC $369.17M
8642025-07-11 17:24:27BAUGH ASSOCIATES LLC $191.94M
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8662025-07-11 17:23:38COMPASS ION ADVISORS LLC $924.24M
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8732025-07-11 17:19:20VANGUARD CAPITAL WEALTH ADVISORS $100.84M
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8882025-07-11 17:01:53PROFIT INVESTMENT MANAGEMENT LLC $110.87M
8892025-07-11 16:39:16COASTWISE CAPITAL GROUP LLC $125.60M
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9082025-07-11 14:14:21DEANE RETIREMENT STRATEGIES INC $223.22M
9092025-07-11 14:09:11QUADRATIC CAPITAL MANAGEMENT LLC $245.21M
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9302025-07-11 12:20:32BDF GESTION $893.53M
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9412025-07-11 11:19:25BAKER CHAD R $538.28M
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9672025-07-11 08:04:21PERPETUAL LTD $8.52B
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9782025-07-10 17:22:55STERLING FINANCIAL GROUP INC $297.93M
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9882025-07-10 15:53:37THREE SEASONS WEALTH LLC $872.11M
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9942025-07-10 15:34:30AHL INVESTMENT MANAGEMENT INC $149.84M
9952025-07-10 15:28:43KOZAK AND ASSOCIATES INC $490.65M
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9982025-07-10 15:19:52TRUST POINT INC $1.06B
9992025-07-10 15:11:03LILLY ENDOWMENT INC $74.85B
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10012025-07-10 14:54:25STOLPER CO $304.43K
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10032025-07-10 14:53:38WESTERN PACIFIC WEALTH MANAGEMENT LP $104.27M
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10052025-07-10 14:42:52RYAN INVESTMENT MANAGEMENT INC $156.49M
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10092025-07-10 14:21:28GREENFIELD FTC INC $470.84M
10102025-07-10 13:59:34PMV CAPITAL ADVISERS LLC $44.88M
10112025-07-10 13:59:16BURNS J W CO INC NY $823.85M
10122025-07-10 13:39:19CARDEROCK CAPITAL MANAGEMENT INC $390.35M
10132025-07-10 13:30:34IMPACTFOLIO LLC $210.92M
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10162025-07-10 12:48:10WORTH ASSET MANAGEMENT LLC $202.76M
10172025-07-10 12:44:33MOODY NATIONAL BANK TRUST DIVISION $1.09B
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10212025-07-10 12:30:27P E GLOBAL LLC $480.96K
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10242025-07-10 12:03:42BAKER TILLY FINANCIAL LLC $279.97M
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10512025-07-10 10:48:42CANNAE HOLDINGS INC (CNNE) $819.96M
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11112025-07-09 17:20:50CHESLEY TAFT ASSOCIATES LLC IL $2.24B
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11212025-07-09 17:14:55SYSTRADE AG $88.30M
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11262025-07-09 17:12:15GSG ADVISORS LLC $344.90M
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11312025-07-09 17:10:38GILMAN HILL ASSET MANAGEMENT LLC $611.89M
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11372025-07-09 17:07:57LINEWEAVER WEALTH ADVISORS LLC $632.89M
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11772025-07-09 15:25:46CROCODILE CAPITAL PARTNERS GMBH $59.54M
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12402025-07-09 10:16:09CLIENT FIRST INVESTMENT MANAGEMENT LLC $163.02M
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12502025-07-09 08:37:37CZECH NATIONAL BANK $12.83B
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12672025-07-08 16:56:12LPWM LLC $342.83M
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12712025-07-08 16:38:54FIRST NATIONAL CORP MA ADV $496.05M
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12762025-07-08 16:29:34ARLINGTON TRUST CO LLC $512.39M
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12792025-07-08 16:24:39KCK LTD $18.32M
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12822025-07-08 16:09:02BOURNE LENT ASSET MANAGEMENT INC $258.35M
12832025-07-08 16:01:39BRAUN BOSTICH ASSOCIATES INC $146.48M
12842025-07-08 15:59:57GILLESPIE ROBINSON GRIMM INC $1.35B
12852025-07-08 15:56:12ADAMSBROWN WEALTH CONSULTANTS LLC $344.79M
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12872025-07-08 15:35:58RANSOM ADVISORY LTD $212.12M
12882025-07-08 15:29:32PARTNERSHIP WEALTH MANAGEMENT LLC $123.52M
12892025-07-08 15:26:43RISE ADVISORS LLC $251.86M
12902025-07-08 15:10:37BAKER ELLIS ASSET MANAGEMENT LLC $728.56M
12912025-07-08 14:56:34ATWOOD PALMER INC $1.60B
12922025-07-08 14:53:06ATLAS BROWN INC $311.49M
12932025-07-08 14:51:39ADVANCE CAPITAL MANAGEMENT INC $2.21B
12942025-07-08 14:35:23BEACON WEALTHCARE LLC $265.17M
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12982025-07-08 13:57:55RV CAPITAL GMBH $540.21M
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13002025-07-08 13:47:07PERSONAL RESOURCES INVESTMENT STRATEGIC MANAGEMENT INC $351.15M
13012025-07-08 13:47:02D SCOTT NEAL INC $200.60M
13022025-07-08 13:40:30WEBSTER BANK N A $968.15M
13032025-07-08 13:24:08RMR WEALTH BUILDERS $1.10B
13042025-07-08 13:21:37LIVELSBERGER FINANCIAL ADVISORY $5.17M
13052025-07-08 13:21:1221 WEST WEALTH MANAGEMENT LLC $99.13M
13062025-07-08 13:20:12GOLDSTONE FINANCIAL GROUP LLC $757.14M
13072025-07-08 13:17:16XR SECURITIES LLC $0.00
13082025-07-08 12:49:08APELLA CAPITAL LLC $3.69B
13092025-07-08 12:43:05FIRST INTERNATIONAL BANK & TRUST $287.48M
13102025-07-08 12:41:34BALLEW ADVISORS INC $168.46M
13112025-07-08 12:23:36RICHARD P SLAUGHTER ASSOCIATES INC $490.52M
13122025-07-08 12:18:28CANANDAIGUA NATIONAL TRUST CO OF FLORIDA $140.63M
13132025-07-08 12:17:35ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC $608.88M
13142025-07-08 12:13:18HICKORY POINT BANK & TRUST $123.94M
13152025-07-08 12:10:43CANANDAIGUA NATIONAL BANK TRUST CO $1.08B
13162025-07-08 12:10:04PALADIN WEALTH LLC $128.59M
13172025-07-08 12:05:24GREENHAVEN ASSOCIATES INC $6.72B
13182025-07-08 12:01:34NBC SECURITIES INC $1.23M
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13202025-07-08 11:42:27BARD FINANCIAL SERVICES INC $837.45M
13212025-07-08 11:38:41LINGOHR PARTNER ASSET MANAGEMENT GMBH $55.16K
13222025-07-08 11:29:11KOPION ASSET MANAGEMENT LLC $148.30M
13232025-07-08 11:27:36HEARTWOOD WEALTH ADVISORS LLC $957.63M
13242025-07-08 11:22:53LEGACY PRIVATE TRUST CO $1.55B
13252025-07-08 11:10:00QUINTET PRIVATE BANK (EUROPE) SA $1.73B
13262025-07-08 11:01:50GRADIENT INVESTMENTS LLC $5.47B
13272025-07-08 10:49:57SHANKERVALLEAU WEALTH ADVISORS INC $350.53M
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13292025-07-08 09:58:14TL PRIVATE WEALTH $240.85M
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13312025-07-08 09:26:23BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $139.77M
13322025-07-08 09:17:33S E E D PLANNING GROUP LLC $318.97M
13332025-07-08 08:49:02MEDICXI VENTURES MANAGEMENT JERSEY LTD $427.25M
13342025-07-08 08:47:59RED SPRUCE CAPITAL LLC $230.72M
13352025-07-08 08:24:48MIRABAUD & CIE SA $316.00M
13362025-07-08 07:42:39MAD RIVER INVESTORS $223.28M
13372025-07-08 06:42:03AMANAH HOLDINGS TRUST $404.14M
13382025-07-07 21:19:02GK WEALTH MANAGEMENT LLC $110.90M
13392025-07-07 20:41:24CHARIS LEGACY PARTNERS LLC $60.71M
13402025-07-07 20:19:42MOULTON WEALTH MANAGEMENT INC $132.26M
13412025-07-07 19:16:44GALLACHER CAPITAL MANAGEMENT LLC $216.12M
13422025-07-07 19:07:30TWELE CAPITAL MANAGEMENT INC $504.02M
13432025-07-07 18:30:02CULTIVAR CAPITAL INC $138.35M
13442025-07-07 18:12:55PARALLEL ADVISORS LLC $5.00B
13452025-07-07 18:07:21LOWE FS LLC $256.16M
13462025-07-07 18:02:16PEIRCE CAPITAL MANAGEMENT LLC $225.56M
13472025-07-07 17:33:14MADISON PARK CAPITAL ADVISORS LLC $118.85M
13482025-07-07 17:22:55O'CONNOR FINANCIAL GROUP LLC $226.73M
13492025-07-07 17:21:48SCHULZ WEALTH LTD $133.78M
13502025-07-07 17:21:16TRUST CO OF OKLAHOMA $314.30M
13512025-07-07 17:14:33RF&L WEALTH MANAGEMENT LLC $155.21M
13522025-07-07 17:14:17HOERTKORN RICHARD CHARLES $236.17M
13532025-07-07 17:08:14NEW CAPITAL MANAGEMENT LP $358.31M
13542025-07-07 17:02:48HORIZONS WEALTH MANAGEMENT $140.27M
13552025-07-07 16:57:47CAPITAL ASSET ADVISORY SERVICES LLC $2.14B
13562025-07-07 16:42:41WESBANCO BANK INC $3.37B
13572025-07-07 16:42:18SHOTWELL RUTTER BAER INC $147.20M
13582025-07-07 16:39:31ADAMS ASSET ADVISORS LLC $710.73M
13592025-07-07 16:38:35HMS CAPITAL MANAGEMENT LLC $222.46M
13602025-07-07 16:36:39VERDE CAPITAL MANAGEMENT $405.24M
13612025-07-07 16:34:56FRACTAL INVESTMENTS LLC $700.95M
13622025-07-07 16:34:22KINGS PATH PARTNERS LLC $248.34M
13632025-07-07 16:33:20WHITAKER MYERS WEALTH MANAGERS LTD $396.97M
13642025-07-07 16:30:23UPPER LEFT WEALTH MANAGEMENT LLC $149.90M
13652025-07-07 16:28:40INVESTORS RESEARCH CORP $510.08M
13662025-07-07 16:28:27LWM ADVISORS INC $103.97M
13672025-07-07 16:26:53WEALTH ALLIANCE ADVISORY GROUP LLC $525.23M
13682025-07-07 16:25:07HEDGES ASSET MANAGEMENT LLC $124.47M
13692025-07-07 16:23:26PARK EDGE ADVISORS LLC $389.92M
13702025-07-07 16:20:24TEAMWORK FINANCIAL ADVISORS LLC $863.14M
13712025-07-07 16:19:14FOX HILL WEALTH MANAGEMENT $194.57M
13722025-07-07 16:18:25AVENUE 1 ADVISORS LLC $290.80M
13732025-07-07 16:18:13VALUE PARTNER INVESTMENTS INC $1.28B
13742025-07-07 16:10:55ST CLAIR ADVISORS LLC $382.32M
13752025-07-07 16:03:23ACCELERATE INVESTMENT ADVISORS LLC $134.43M
13762025-07-07 13:43:10PACIFIC CAPITAL PARTNERS LTD $106.68M
13772025-07-07 13:41:25GOOD STEWARD WEALTH ADVISORS LLC $127.57M
13782025-07-07 13:34:25ZEVENBERGEN CAPITAL INVESTMENTS LLC $5.13B
13792025-07-07 13:27:22VISHRIA BIRD FINANCIAL GROUP LLC $300.86M
13802025-07-07 13:19:54SOMERSET TRUST CO $306.84M
13812025-07-07 13:08:08ENTERPRISE BANK AND TRUST CO $267.42M
13822025-07-07 12:59:04VERSANT CAPITAL MANAGEMENT INC $658.77M
13832025-07-07 12:53:32PEAK FINANCIAL ADVISORS LLC $199.87M
13842025-07-07 12:15:03OSPREY PRIVATE WEALTH LLC $183.68M
13852025-07-07 11:34:39TRUST CO $886.14M
13862025-07-07 11:25:49FIRST COMMUNITY TRUST NA $123.08M
13872025-07-07 11:24:00DELPHI MANAGEMENT INC MA $103.50K
13882025-07-07 11:20:12INSIGHT WEALTH STRATEGIES LLC $791.67M
13892025-07-07 11:10:25RETIREMENT WEALTH SOLUTIONS LLC $136.98M
13902025-07-07 11:09:08M & L CAPITAL MANAGEMENT LTD $444.05M
13912025-07-07 11:02:53DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC $144.09M
13922025-07-07 10:45:37FIRST CITIZENS FINANCIAL CORP $181.77M
13932025-07-07 10:41:43GENERAL PARTNER INC $170.66M
13942025-07-07 10:34:42MODUS ADVISORS LLC $336.60M
13952025-07-07 10:28:52ABLES IANNONE MOORE & ASSOCIATES INC $160.76M
13962025-07-07 10:03:06GLOBAL WEALTH STRATEGIES & ASSOCIATES $349.35M
13972025-07-07 09:55:29LBJ FAMILY WEALTH ADVISORS LTD $171.91K
13982025-07-07 09:52:50ARMSTRONG HENRY H ASSOCIATES INC $1.06B
13992025-07-07 09:44:22WALNUT PRIVATE EQUITY PARTNERS LLC $171.20M
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14022025-07-07 09:29:21OMNI 360 WEALTH INC $202.66M
14032025-07-07 09:27:34BANGOR SAVINGS BANK $1.12B
14042025-07-07 09:27:12ABNER HERRMAN BROCK LLC $895.86K
14052025-07-07 09:24:56PLATT INVESTMENT COUNSEL LLC $105.23M
14062025-07-07 09:23:35THURSTON SPRINGER MILLER HERD & TITAK INC $2.31B
14072025-07-07 09:20:49SALEM INVESTMENT COUNSELORS INC $3.16B
14082025-07-07 09:20:16LIFE LINE WEALTH MANAGEMENT LLC $308.79M
14092025-07-07 09:16:16SEILERN INVESTMENT MANAGEMENT LTD $1.52B
14102025-07-07 09:14:55ALETHEIAN WEALTH ADVISORS LLC $203.28M
14112025-07-07 09:13:04PETERSON WEALTH ADVISORS LLC $605.80M
14122025-07-07 09:12:27DISCIPLINE WEALTH SOLUTIONS LLC $266.68M
14132025-07-07 09:10:19CENTURION WEALTH MANAGEMENT LLC $348.85M
14142025-07-07 09:07:20DOUGLAS LANE ASSOCIATES LLC $6.90B
14152025-07-07 09:07:05TAYLOR & MORGAN WEALTH MANAGEMENT LLC $148.15M
14162025-07-07 09:04:35TRUWEALTH ADVISORS LLC $1.82B
14172025-07-07 06:07:58GUOLINE ADVISORY PTE LTD $942.97M
14182025-07-03 21:33:13NEUMANN ADVISORY HONG KONG LTD $280.23K
14192025-07-03 19:04:36RB CAPITAL MANAGEMENT LLC $441.63M
14202025-07-03 18:54:05MEDICI CAPITAL LLC $103.65M
14212025-07-03 18:35:52WILSON & BOUCHER CAPITAL MANAGEMENT LLC $143.37M
14222025-07-03 18:13:08RDA FINANCIAL NETWORK $370.15M
14232025-07-03 17:07:25FIRST HAWAIIAN BANK $736.76M
14242025-07-03 16:19:55TRINITY FINANCIAL ADVISORS LLC $326.56M
14252025-07-03 14:46:35ARVEST INVESTMENTS INC $664.46M
14262025-07-03 14:45:09CPA ASSET MANAGEMENT LLC $237.91M
14272025-07-03 14:09:10WHITCOMB & HESS INC $354.60M
14282025-07-03 13:57:27LAM GROUP INC $149.61M
14292025-07-03 13:49:46GARDE CAPITAL INC $1.91B
14302025-07-03 13:48:57COLLECTIVE FAMILY OFFICE LLC $389.48M
14312025-07-03 13:23:53HIGGINS & SCHMIDT WEALTH STRATEGIES LLC $180.63M
14322025-07-03 13:19:34TRUEWEALTH ADVISORS LLC $337.90M
14332025-07-03 12:30:25MCLEAN ASSET MANAGEMENT CORP $380.93M
14342025-07-03 11:51:11SAGE CAPITAL ADVISORS LLC $405.09M
14352025-07-03 11:07:19KEY COLONY MANAGEMENT LLC $88.43M
14362025-07-03 10:43:35STAIRWAY PARTNERS LLC $1.76B
14372025-07-03 10:16:55TRUST CO OF THE SOUTH $563.27M
14382025-07-03 06:05:40STEPHENS GROUP LLC $181.60M
14392025-07-02 20:21:01JBGLOBALCOM LLC $96.22M
14402025-07-02 20:08:27FIDUCIARY FINANCIAL GROUP LLC $553.18M
14412025-07-02 19:56:53CITY CENTER ADVISORS LLC $93.30M
14422025-07-02 15:39:40NORWAY SAVINGS BANK $194.70M
14432025-07-02 15:35:41CAPITAL MARKET STRATEGIES LLC $143.80M
14442025-07-02 15:31:57S R SCHILL ASSOCIATES $135.74M
14452025-07-02 15:19:24MICHAEL S RYAN INC $157.54M
14462025-07-02 15:12:49MCALISTER SWEET & ASSOCIATES INC $112.69M
14472025-07-02 14:59:40INVESTRUST $259.14M
14482025-07-02 14:46:23HAMILTON LANE ADVISORS LLC $135.45M
14492025-07-02 14:42:39BOSTON STANDARD WEALTH MANAGEMENT LLC $555.13M
14502025-07-02 12:58:55DENTGROUP LLC $144.16M
14512025-07-02 12:43:33HBW ADVISORY SERVICES LLC $811.07M
14522025-07-02 12:30:52HOWARD FINANCIAL SERVICES LTD $760.65M
14532025-07-02 12:09:14DOLIVER CAPITAL ADVISORS INC $365.06M
14542025-07-02 12:00:42HELEN STEPHENS GROUP LLC $403.07M
14552025-07-02 11:56:54CRUMLY ASSOCIATES INC $410.83M
14562025-07-02 10:33:06MAROTTA ASSET MANAGEMENT $498.64M
14572025-07-02 10:13:47FIRST FINANCIAL BANK N A TRUST DIVISION $1.14B
14582025-07-02 10:09:47JACOBS CO CA $1.01M
14592025-07-02 09:43:26WALLER FINANCIAL PLANNING GROUP INC $413.70M
14602025-07-01 21:22:53NEVILLE RODIE SHAW INC $1.35M
14612025-07-01 21:08:26CENTRAL PACIFIC BANK TRUST DIVISION $784.62M
14622025-07-01 17:23:57CACTI ASSET MANAGEMENT LLC $1.41B
14632025-07-01 16:21:01CONFLUENCE INVESTMENT MANAGEMENT LLC $7.08B
14642025-07-01 16:19:22LEGACY WEALTH MANAGEMENT LLC MS $328.85M
14652025-07-01 16:18:31PRYSM CAPITAL L P $10.60M
14662025-07-01 16:17:30PARK NATIONAL CORP OH $3.03B
14672025-07-01 16:09:02HARBOR INVESTMENT ADVISORY LLC $1.12B
14682025-07-01 15:16:20FIRST NATIONAL BANK SIOUX FALLS $272.49M
14692025-07-01 14:57:22BURKETT FINANCIAL SERVICES LLC $277.73M
14702025-07-01 14:55:35KERA CAPITAL PARTNERS INC $554.41M
14712025-07-01 14:18:44STONEBRIDGE CAPITAL MANAGEMENT INC $255.73K
14722025-07-01 13:13:56PRIVATE CLIENT SERVICES LLC $256.74M
14732025-07-01 13:11:44BUSH INVESTMENT GROUP LLC $148.93M
14742025-07-01 13:05:16BANCFIRST TRUST & INVESTMENT MANAGEMENT $215.86M
14752025-07-01 11:40:46ROWLAND CO INVESTMENT COUNSEL ADV $484.52K
14762025-07-01 11:02:39CULLEN INVESTMENT GROUP LTD $708.32M
14772025-07-01 10:38:55STONEHEARTH CAPITAL MANAGEMENT LLC $241.46M
14782025-07-01 06:46:29PENSIONFUND DSM NETHERLANDS $148.35K
14792025-06-30 17:44:24GP BRINSON INVESTMENTS LLC $234.54M
Disclaimer
The information contained herein are intended for illustrative and informational purpose only.
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HedgeMind 1000
HedgeMind 1000 (HM 1000) consists of 1000+ hedge funds that are handpicked from 7,000+ institutional investors who are actively filling Form 13F with SEC. These hedge funds employ one or more hedge fund investment strategies as defined by Hedge Fund Research. HedgeMind 1000 hedge funds include some of the most successful and largest hedge funds in the world as well as many newly launched emerging hedge funds we have continuously discovered.
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Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
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