| Adams Asset Advisors, LLC |
2024 Q1
|
4/9/2024, 01:25 PM |
77
|
$773M
|
| ADIRONDACK TRUST CO |
2024 Q1
|
4/9/2024, 12:50 PM |
500
|
$239M
|
| Renaissance Capital LLC |
2024 Q1
|
4/9/2024, 12:41 PM |
53
|
$193M
|
| Curbstone Financial Management Corp |
2024 Q1
|
4/9/2024, 12:38 PM |
188
|
$463M
|
| Morningstar Investment Management LLC |
2023 Q3 - NEW HOLDINGS
|
4/9/2024, 12:25 PM |
1
|
$1.47M
|
| New Capital Management LP |
2024 Q1
|
4/9/2024, 12:23 PM |
57
|
$335M
|
| Morningstar Investment Management LLC |
2023 Q3 - RESTATEMENT
|
4/9/2024, 12:22 PM |
165
|
$729M
|
| Prysm Capital, L.P. |
2024 Q1
|
4/9/2024, 12:22 PM |
1
|
$8.45M
|
| Morningstar Investment Management LLC |
2023 Q2 - NEW HOLDINGS
|
4/9/2024, 12:20 PM |
2
|
$15.8M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2024 Q1
|
4/9/2024, 12:19 PM |
368
|
$4.9B
|
| Morningstar Investment Management LLC |
2023 Q2 - RESTATEMENT
|
4/9/2024, 12:18 PM |
174
|
$753M
|
| Morningstar Investment Management LLC |
2023 Q1 - NEW HOLDINGS
|
4/9/2024, 12:15 PM |
7
|
$7.55M
|
| RPOA Advisors, Inc. |
2023 Q4
|
4/9/2024, 12:13 PM |
8
|
$3.34B
|
| Morningstar Investment Management LLC |
2023 Q1 - RESTATEMENT
|
4/9/2024, 12:12 PM |
86
|
$680M
|
| NEVILLE RODIE & SHAW INC |
2024 Q1
|
4/9/2024, 11:26 AM |
245
|
$1.31B
|
| SYQUANT CAPITAL SAS |
2024 Q1
|
4/9/2024, 11:20 AM |
5
|
$63.4M
|
| Stolper Co |
2024 Q1
|
4/9/2024, 10:34 AM |
87
|
$277M
|
| Packer & Co Ltd |
2024 Q1
|
4/9/2024, 09:09 AM |
3
|
$286M
|
| Quadrature Capital Ltd |
2021 Q1 - NEW HOLDINGS
|
4/9/2024, 08:16 AM |
33
|
$48.8M
|
| Quadrature Capital Ltd |
2021 Q2 - NEW HOLDINGS
|
4/9/2024, 08:16 AM |
34
|
$68.8M
|
| Quadrature Capital Ltd |
2021 Q3 - NEW HOLDINGS
|
4/9/2024, 08:15 AM |
19
|
$53.9M
|
| Quadrature Capital Ltd |
2021 Q4 - NEW HOLDINGS
|
4/9/2024, 08:15 AM |
16
|
$57.4M
|
| CJM Wealth Advisers, Ltd. |
2024 Q1
|
4/8/2024, 07:34 PM |
66
|
$264M
|
| Great Waters Wealth Management |
2024 Q1
|
4/8/2024, 07:22 PM |
99
|
$612M
|
| Deane Retirement Strategies, Inc. |
2024 Q1
|
4/8/2024, 07:28 PM |
72
|
$196M
|
| Lowe Wealth Advisors, LLC |
2024 Q1
|
4/8/2024, 07:16 PM |
304
|
$215M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2024 Q1
|
4/8/2024, 07:11 PM |
54
|
$123M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2023 Q4
|
4/8/2024, 07:11 PM |
48
|
$107M
|
| MATHER GROUP, LLC. |
2024 Q1
|
4/8/2024, 07:03 PM |
1541
|
$6.29B
|
| Mid-American Wealth Advisory Group, Inc. |
2024 Q1
|
4/8/2024, 04:13 PM |
48
|
$148M
|
| TOMPKINS FINANCIAL CORP |
2024 Q1
|
4/8/2024, 03:18 PM |
625
|
$884M
|
| Evensky & Katz LLC |
2024 Q1
|
4/8/2024, 02:40 PM |
87
|
$1.42B
|
| Bath Savings Trust Co |
2024 Q1
|
4/8/2024, 02:25 PM |
168
|
$942M
|
| Hoese & Co LLP |
2024 Q1
|
4/8/2024, 02:09 PM |
137
|
$110M
|
| ROWLANDMILLER & PARTNERS.ADV |
2024 Q1
|
4/8/2024, 01:58 PM |
181
|
$474M
|
| Emprise Bank |
2024 Q1
|
4/8/2024, 01:54 PM |
108
|
$149M
|
| jvl associates llc |
2024 Q1
|
4/8/2024, 01:37 PM |
53
|
$243M
|
| Quadrature Capital Ltd |
2022 Q1 - NEW HOLDINGS
|
4/8/2024, 01:07 PM |
21
|
$92.5M
|
| Quadrature Capital Ltd |
2022 Q2 - NEW HOLDINGS
|
4/8/2024, 01:07 PM |
23
|
$62.3M
|
| Quadrature Capital Ltd |
2022 Q3 - NEW HOLDINGS
|
4/8/2024, 01:07 PM |
35
|
$203M
|
| Quadrature Capital Ltd |
2022 Q4 - NEW HOLDINGS
|
4/8/2024, 01:07 PM |
39
|
$142M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2024 Q1
|
4/8/2024, 12:37 PM |
224
|
$1.06B
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2024 Q1
|
4/8/2024, 12:26 PM |
16
|
$157M
|
| Benchmark Wealth Management, LLC |
2024 Q1
|
4/8/2024, 12:10 PM |
49
|
$183M
|
| Westwind Capital |
2024 Q1
|
4/8/2024, 11:52 AM |
37
|
$395M
|
| Marion Wealth Management |
2024 Q1
|
4/8/2024, 11:05 AM |
121
|
$335M
|
| Atlas Brown,Inc. |
2024 Q1
|
4/8/2024, 10:05 AM |
204
|
$275M
|
| PROSPERA PRIVATE WEALTH, LLC |
2023 Q4
|
4/8/2024, 10:04 AM |
135
|
$147M
|
| Pensionfund Sabic |
2024 Q1
|
4/8/2024, 07:14 AM |
192
|
$337M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2012 Q4
|
4/8/2024, 06:06 AM |
205
|
$94.1M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2012 Q2
|
4/8/2024, 06:06 AM |
183
|
$88.1M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2012 Q1
|
4/8/2024, 06:06 AM |
189
|
$87.1M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2012 Q3
|
4/8/2024, 06:06 AM |
182
|
$93.3M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2011 Q4
|
4/8/2024, 06:03 AM |
176
|
$73.1M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2011 Q3
|
4/8/2024, 06:03 AM |
152
|
$59.3M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2011 Q1
|
4/8/2024, 06:03 AM |
176
|
$75M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2010 Q4
|
4/8/2024, 06:03 AM |
165
|
$69.9M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2011 Q2
|
4/8/2024, 06:03 AM |
183
|
$76.1M
|
| RVW Wealth, LLC |
2024 Q1
|
4/5/2024, 05:47 PM |
141
|
$971M
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/5/2024, 05:22 PM |
96
|
$2.09B
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2024 Q1
|
4/5/2024, 05:06 PM |
109
|
$232M
|
| FIRST HAWAIIAN BANK |
2024 Q1
|
4/5/2024, 04:57 PM |
809
|
$3.23B
|
| LL Funds, LLC |
2024 Q1
|
4/5/2024, 04:55 PM |
1
|
$54.1M
|
| Canaan Partners XI LLC |
2024 Q1
|
4/5/2024, 04:30 PM |
3
|
$90.7M
|
| Canaan Partners IX LLC |
2024 Q1
|
4/5/2024, 04:30 PM |
0
|
$0
|
| Carolina Wealth Advisors, LLC |
2024 Q1
|
4/5/2024, 04:11 PM |
219
|
$185M
|
| CISCO SYSTEMS, INC. |
2024 Q1
|
4/5/2024, 04:10 PM |
3
|
$452M
|
| LOS ANGELES CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/5/2024, 03:01 PM |
1109
|
$29.3B
|
| HILLTOP WEALTH ADVISORS, LLC |
2024 Q1
|
4/5/2024, 02:59 PM |
50
|
$196M
|
| AGINCOURT CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/5/2024, 02:56 PM |
4
|
$106M
|
| SUMMIT FINANCIAL GROUP, INC. |
2024 Q1
|
4/5/2024, 02:51 PM |
190
|
$281M
|
| Prism Advisors, Inc. |
2024 Q1
|
4/5/2024, 02:41 PM |
59
|
$333M
|
| Martin Capital Partners, LLC |
2024 Q1
|
4/5/2024, 02:03 PM |
69
|
$261M
|
| Capital Market Strategies LLC |
2024 Q1
|
4/5/2024, 01:57 PM |
147
|
$131M
|
| Compass Wealth Management LLC |
2024 Q1
|
4/5/2024, 01:16 PM |
386
|
$399M
|
| Morningstar Investment Management LLC |
2022 Q4 - NEW HOLDINGS
|
4/5/2024, 12:37 PM |
9
|
$161M
|
| Davis Capital Management |
2024 Q1
|
4/5/2024, 12:35 PM |
292
|
$112M
|
| GAMMA Investing LLC |
2024 Q1
|
4/5/2024, 12:33 PM |
3240
|
$491M
|
| Morningstar Investment Management LLC |
2022 Q4 - RESTATEMENT
|
4/5/2024, 12:32 PM |
86
|
$592M
|
| Morningstar Investment Management LLC |
2022 Q3 - NEW HOLDINGS
|
4/5/2024, 12:20 PM |
13
|
$184M
|
| Morningstar Investment Management LLC |
2022 Q3 - RESTATEMENT
|
4/5/2024, 12:18 PM |
42
|
$528M
|
| Morningstar Investment Management LLC |
2022 Q2 - NEW HOLDINGS
|
4/5/2024, 12:17 PM |
2
|
$4.49M
|
| Morningstar Investment Management LLC |
2022 Q1 - RESTATEMENT
|
4/5/2024, 12:16 PM |
42
|
$533M
|
| LAM GROUP, INC. |
2024 Q1
|
4/5/2024, 12:07 PM |
127
|
$123M
|
| Madison Park Capital Advisors, LLC |
2024 Q1
|
4/5/2024, 12:04 PM |
71
|
$115M
|
| E. Ohman J:or Asset Management AB |
2023 Q2
|
4/5/2024, 11:31 AM |
422
|
$2.77B
|
| E. Ohman J:or Asset Management AB |
2023 Q1
|
4/5/2024, 11:31 AM |
423
|
$2.55B
|
| E. Ohman J:or Asset Management AB |
2022 Q4
|
4/5/2024, 11:30 AM |
421
|
$2.29B
|
| E. Ohman J:or Asset Management AB |
2022 Q3
|
4/5/2024, 11:30 AM |
424
|
$2.19B
|
| E. Ohman J:or Asset Management AB |
2022 Q2
|
4/5/2024, 11:29 AM |
419
|
$2.32B
|
| E. Ohman J:or Asset Management AB |
2022 Q1
|
4/5/2024, 11:29 AM |
425
|
$2.98B
|
| E. Ohman J:or Asset Management AB |
2021 Q4
|
4/5/2024, 11:29 AM |
432
|
$3.47B
|
| E. Ohman J:or Asset Management AB |
2021 Q3
|
4/5/2024, 11:28 AM |
460
|
$3.18B
|
| E. Ohman J:or Asset Management AB |
2021 Q2
|
4/5/2024, 11:28 AM |
462
|
$3.2B
|
| E. Ohman J:or Asset Management AB |
2021 Q1
|
4/5/2024, 11:27 AM |
448
|
$2.77B
|
| E. Ohman J:or Asset Management AB |
2020 Q4
|
4/5/2024, 11:27 AM |
427
|
$2.45B
|
| E. Ohman J:or Asset Management AB |
2020 Q3
|
4/5/2024, 11:27 AM |
429
|
$2.02B
|
| E. Ohman J:or Asset Management AB |
2020 Q2
|
4/5/2024, 11:26 AM |
429
|
$1.74B
|
| E. Ohman J:or Asset Management AB |
2020 Q1
|
4/5/2024, 11:26 AM |
441
|
$1.36B
|
| E. Ohman J:or Asset Management AB |
2019 Q4
|
4/5/2024, 11:26 AM |
433
|
$1.81B
|