| 12 Jan 2026, 17:09:37 UTC |
13F-HR |
Kopp Family Office, LLC |
2025 Q4
|
21
|
$156,656,369
|
| 12 Jan 2026, 17:07:54 UTC |
13F-HR |
Silverleafe Capital Partners, LLC |
2025 Q4
|
97
|
$336,585,864
|
| 12 Jan 2026, 17:01:21 UTC |
13F-HR |
Perkins Coie Trust Co |
2025 Q4
|
273
|
$536,988,235
|
| 12 Jan 2026, 16:56:42 UTC |
13F-HR |
Benin Management CORP |
2025 Q4
|
138
|
$448,020,417
|
| 12 Jan 2026, 16:48:48 UTC |
13F-HR |
CISCO SYSTEMS, INC. |
2025 Q4
|
4
|
$329,036,009
|
| 12 Jan 2026, 16:42:20 UTC |
13F-HR |
Kozak & Associates, Inc. |
2025 Q4
|
423
|
$517,549,969
|
| 12 Jan 2026, 16:38:53 UTC |
13F-HR |
Aquamarine Financial (Cayman) Ltd |
2025 Q3
|
11
|
$974,669,512
|
| 12 Jan 2026, 16:38:40 UTC |
13F-HR |
Castleview Partners, LLC |
2025 Q4
|
197
|
$201,808,184
|
| 12 Jan 2026, 16:28:02 UTC |
13F-HR |
THOMPSON DAVIS & CO., INC. |
2025 Q4
|
157
|
$167,041,143
|
| 12 Jan 2026, 16:27:14 UTC |
13F-HR |
Rempart Asset Management Inc. |
2025 Q4
|
35
|
$529,085,526
|
| 12 Jan 2026, 16:21:22 UTC |
13F-HR |
Paragon Advisors, LLC |
2025 Q4
|
81
|
$368,086,138
|
| 12 Jan 2026, 16:16:31 UTC |
13F-HR |
FFG RETIREMENT ADVISORS LLC |
2025 Q4
|
44
|
$161,231,989
|
| 12 Jan 2026, 16:14:28 UTC |
13F-HR |
SeaCrest Wealth Management, LLC |
2025 Q4
|
632
|
$988,213,207
|
| 12 Jan 2026, 16:12:33 UTC |
13F-HR |
SENTINEL PENSION ADVISORS, LLC |
2025 Q4
|
131
|
$651,006,902
|
| 12 Jan 2026, 16:09:30 UTC |
13F-HR |
Corundum Group, Inc. |
2025 Q4
|
112
|
$298,002,208
|
| 12 Jan 2026, 16:07:29 UTC |
13F-HR |
Roble, Belko & Company, Inc |
2025 Q4
|
453
|
$763,112,000
|
| 12 Jan 2026, 16:04:58 UTC |
13F-HR |
Traynor Capital Management, Inc. |
2025 Q4
|
327
|
$1,813,653,640
|
| 12 Jan 2026, 15:59:52 UTC |
13F-HR |
Lancaster Investment Management |
2025 Q4
|
8
|
$194,963,000
|
| 12 Jan 2026, 15:49:22 UTC |
13F-HR |
Hickory Point Bank & Trust |
2025 Q4
|
128
|
$137,855,854
|
| 12 Jan 2026, 15:49:16 UTC |
13F-HR |
FIRST MERCHANTS CORP |
2025 Q4
|
368
|
$2,700,283,340
|
| 12 Jan 2026, 15:40:29 UTC |
13F-HR |
Byrne Asset Management LLC |
2025 Q4
|
564
|
$181,022,113
|
| 12 Jan 2026, 15:31:56 UTC |
13F-HR |
LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q4
|
157
|
$1,076,495,000
|
| 12 Jan 2026, 15:26:12 UTC |
13F-HR |
CCM INVESTMENT ADVISERS LLC |
2025 Q4
|
89
|
$1,044,740,736
|
| 12 Jan 2026, 15:20:15 UTC |
13F-HR |
Freestate Advisors LLC |
2025 Q4
|
41
|
$123,053,954
|
| 12 Jan 2026, 15:16:18 UTC |
13F-HR |
Robinson Value Management, Ltd. |
2025 Q4
|
74
|
$184,953,753
|
| 12 Jan 2026, 15:12:25 UTC |
13F-HR |
Asset Allocation & Management Company, LLC |
2025 Q4
|
94
|
$251,105,000
|
| 12 Jan 2026, 15:09:46 UTC |
13F-HR |
WORLD EQUITY GROUP, INC. |
2025 Q4
|
326
|
$358,253,635
|
| 12 Jan 2026, 15:08:34 UTC |
13F-HR |
Qalhat Capital Ltd |
2025 Q4
|
0
|
$0
|
| 12 Jan 2026, 15:08:16 UTC |
13F-HR |
HORIZON FINANCIAL SERVICES, LLC |
2025 Q4
|
360
|
$219,770,316
|
| 12 Jan 2026, 15:07:04 UTC |
13F-HR |
BURNS J W & CO INC/NY |
2025 Q4
|
183
|
$903,315,318
|
| 12 Jan 2026, 15:06:11 UTC |
13F-HR |
National Wealth Management Group, LLC |
2025 Q4
|
244
|
$288,524,246
|
| 12 Jan 2026, 14:43:58 UTC |
13F-HR |
Connective Portfolio Management, LLC |
2025 Q4
|
38
|
$55,497,531
|
| 12 Jan 2026, 14:38:24 UTC |
13F-HR |
Heartwood Wealth Advisors LLC |
2025 Q4
|
202
|
$1,085,579,131
|
| 12 Jan 2026, 14:32:40 UTC |
13F-HR |
Holland Advisory Services, Inc. |
2025 Q4
|
45
|
$74,110,465
|
| 12 Jan 2026, 14:28:12 UTC |
13F-HR |
TILIA FIDUCIARY PARTNERS, INC. |
2025 Q4
|
115
|
$181,161,790
|
| 12 Jan 2026, 14:27:06 UTC |
13F-HR |
HWG Holdings LP |
2025 Q4
|
47
|
$412,707,579
|
| 12 Jan 2026, 14:14:16 UTC |
13F-HR |
Physician Wealth Solutions Inc. |
2025 Q4
|
45
|
$235,773,470
|
| 12 Jan 2026, 14:09:15 UTC |
13F-HR |
Stokes Capital Advisors, LLC |
2025 Q4
|
80
|
$437,860,236
|
| 12 Jan 2026, 14:05:50 UTC |
13F-HR |
PUREfi Wealth, LLC |
2025 Q4
|
164
|
$130,541,115
|
| 12 Jan 2026, 14:03:43 UTC |
13F-HR |
CENTRAL VALLEY ADVISORS, LLC |
2025 Q4
|
150
|
$334,722,904
|
| 12 Jan 2026, 14:02:36 UTC |
13F-HR |
CVA Family Office, LLC |
2025 Q4
|
1,289
|
$869,463,066
|
| 12 Jan 2026, 13:48:09 UTC |
13F-HR |
SAX WEALTH ADVISORS, LLC |
2025 Q4
|
488
|
$2,125,304,880
|
| 12 Jan 2026, 13:47:04 UTC |
13F-HR |
Cordant, Inc. |
2025 Q4
|
68
|
$238,502,537
|
| 12 Jan 2026, 13:37:36 UTC |
13F-HR |
Richard P Slaughter Associates Inc |
2025 Q4
|
108
|
$477,002,062
|
| 12 Jan 2026, 13:36:14 UTC |
13F-HR |
Defender Capital, LLC. |
2025 Q4
|
38
|
$308,653,819
|
| 12 Jan 2026, 13:10:24 UTC |
13F-HR |
CLIENT 1ST ADVISORY GROUP, LLC |
2025 Q4
|
142
|
$319,076,456
|
| 12 Jan 2026, 12:59:58 UTC |
13F-HR |
AllSquare Wealth Management LLC |
2025 Q3
|
539
|
$189,494,516
|
| 12 Jan 2026, 12:49:24 UTC |
13F-HR |
Evolution Wealth Advisors, LLC |
2025 Q4
|
166
|
$991,099,431
|
| 12 Jan 2026, 12:46:30 UTC |
13F-HR |
CULLEN INVESTMENT GROUP, LTD. |
2025 Q4
|
176
|
$771,357,436
|
| 12 Jan 2026, 12:46:23 UTC |
13F-HR |
Canvas Wealth Advisors, LLC |
2025 Q4
|
222
|
$588,888,656
|
| 12 Jan 2026, 12:46:01 UTC |
13F-HR |
Optivise Advisory Services LLC |
2025 Q4
|
199
|
$173,474,594
|
| 12 Jan 2026, 12:34:19 UTC |
13F-HR |
MYECFO, LLC |
2025 Q4
|
64
|
$235,594,629
|
| 12 Jan 2026, 12:28:52 UTC |
13F-HR |
Bath Savings Trust Co |
2025 Q4
|
169
|
$1,001,885,826
|
| 12 Jan 2026, 12:26:52 UTC |
13F-HR |
Eastover Investment Advisors LLC |
2025 Q4
|
47
|
$227,404,073
|
| 12 Jan 2026, 12:20:18 UTC |
13F-HR |
Auour Investments LLC |
2025 Q4
|
89
|
$314,296,504
|
| 12 Jan 2026, 12:08:02 UTC |
13F-HR |
PROFESSIONAL ADVISORY SERVICES INC |
2025 Q4
|
80
|
$770,854,000
|
| 12 Jan 2026, 12:06:33 UTC |
13F-HR |
Eagle Capital Management, LLC |
2025 Q4
|
49
|
$274,958,000
|
| 12 Jan 2026, 12:05:13 UTC |
13F-HR |
VIKING FUND MANAGEMENT LLC |
2025 Q4
|
137
|
$862,782,455
|
| 12 Jan 2026, 12:01:02 UTC |
13F-HR/A |
TL Private Wealth |
2025 Q4 - Restatement
|
46
|
$259,818,722
|
| 12 Jan 2026, 11:52:35 UTC |
13F-HR |
TL Private Wealth |
2025 Q4
|
46
|
$259,818,722
|
| 12 Jan 2026, 11:49:23 UTC |
13F-HR |
MOODY NATIONAL BANK TRUST DIVISION |
2025 Q4
|
503
|
$1,039,046,808
|
| 12 Jan 2026, 11:45:29 UTC |
13F-HR |
Wiser Wealth Management, Inc |
2025 Q4
|
55
|
$449,747,846
|
| 12 Jan 2026, 11:44:11 UTC |
13F-HR |
BREAKTHRU ADVISORY SERVICES, LLC |
2025 Q4
|
63
|
$156,465,649
|
| 12 Jan 2026, 11:44:06 UTC |
13F-HR |
Private Wealth Group, LLC |
2025 Q4
|
67
|
$208,456,187
|
| 12 Jan 2026, 11:40:29 UTC |
13F-HR |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q4
|
154
|
$1,383,736,595
|
| 12 Jan 2026, 11:32:54 UTC |
13F-HR |
ONE Advisory Partners, LLC |
2025 Q4
|
72
|
$331,636,600
|
| 12 Jan 2026, 11:29:41 UTC |
13F-HR |
DAVENPORT & Co LLC |
2025 Q4
|
1,231
|
$18,460,314,873
|
| 12 Jan 2026, 11:27:39 UTC |
13F-HR |
Ryan Investment Management, Inc. |
2025 Q4
|
20
|
$180,572,554
|
| 12 Jan 2026, 11:19:50 UTC |
13F-HR |
Heritage Family Offices, LLP |
2025 Q4
|
202
|
$220,043,763
|
| 12 Jan 2026, 11:04:41 UTC |
13F-HR |
ARS Wealth Advisors Group, LLC |
2025 Q4
|
188
|
$1,108,812,243
|
| 12 Jan 2026, 11:01:37 UTC |
13F-HR |
Pensionfund Sabic |
2025 Q4
|
211
|
$368,684,000
|
| 12 Jan 2026, 11:00:53 UTC |
13F-HR |
HOWARD FINANCIAL SERVICES, LTD. |
2025 Q4
|
205
|
$855,145,386
|
| 12 Jan 2026, 10:57:25 UTC |
13F-HR |
Arkfeld Wealth Strategies, L.L.C. |
2025 Q4
|
113
|
$290,902,555
|
| 12 Jan 2026, 10:50:35 UTC |
13F-HR |
Stolper Co |
2025 Q4
|
89
|
$337,069,000
|
| 12 Jan 2026, 10:45:36 UTC |
13F-HR |
Bulwark Capital Corp |
2025 Q4
|
96
|
$140,633,736
|
| 12 Jan 2026, 10:42:11 UTC |
13F-HR |
LIFELONG WEALTH ADVISORS, INC. |
2025 Q4
|
88
|
$375,910,998
|
| 12 Jan 2026, 10:41:30 UTC |
13F-HR |
PFW Advisors LLC |
2025 Q4
|
121
|
$331,107,500
|
| 12 Jan 2026, 10:40:18 UTC |
13F-HR |
KEMPNER CAPITAL MANAGEMENT INC. |
2025 Q4
|
43
|
$105,834,000
|
| 12 Jan 2026, 10:39:14 UTC |
13F-HR |
Lauer Wealth, LLC |
2025 Q4
|
54
|
$131,736,125
|
| 12 Jan 2026, 10:30:20 UTC |
13F-HR |
Thayer Financial, L.L.C. |
2025 Q4
|
33
|
$94,614,793
|
| 12 Jan 2026, 10:25:45 UTC |
13F-HR |
Farrell Financial LLC |
2025 Q4
|
74
|
$169,560,476
|
| 12 Jan 2026, 10:23:51 UTC |
13F-HR |
Shotwell Rutter Baer Inc |
2025 Q4
|
39
|
$166,547,974
|
| 12 Jan 2026, 10:22:12 UTC |
13F-HR |
Arbor Wealth Advisors LLC |
2025 Q4
|
56
|
$140,329,289
|
| 12 Jan 2026, 10:19:57 UTC |
13F-HR |
Focus Financial Network, Inc. |
2025 Q4
|
725
|
$2,872,506,923
|
| 12 Jan 2026, 10:17:59 UTC |
13F-HR |
Shira Ridge Wealth Management |
2025 Q4
|
83
|
$248,944,155
|
| 12 Jan 2026, 10:16:22 UTC |
13F-HR |
Scott Capital Advisors, LLC |
2025 Q4
|
53
|
$451,395,515
|
| 12 Jan 2026, 10:16:01 UTC |
13F-HR |
Arlington Financial Advisors, LLC |
2025 Q4
|
106
|
$698,086,494
|
| 12 Jan 2026, 10:15:15 UTC |
13F-HR |
Quantum Financial Advisors, LLC |
2025 Q4
|
220
|
$881,515,549
|
| 12 Jan 2026, 10:14:35 UTC |
13F-HR |
Divergent Planning, LLC |
2025 Q4
|
36
|
$391,538,858
|
| 12 Jan 2026, 10:14:03 UTC |
13F-HR |
JGP Wealth Management, LLC |
2025 Q4
|
235
|
$959,469,706
|
| 12 Jan 2026, 10:13:44 UTC |
13F-HR |
Harbor Group, Inc. |
2025 Q4
|
114
|
$667,680,174
|
| 12 Jan 2026, 10:13:30 UTC |
13F-HR |
E. Ohman J:or Asset Management AB |
2025 Q4
|
480
|
$4,287,232,459
|
| 12 Jan 2026, 10:13:26 UTC |
13F-HR |
Edge Wealth Management LLC |
2025 Q4
|
82
|
$566,493,960
|
| 12 Jan 2026, 10:13:08 UTC |
13F-HR |
Salvus Wealth Management, LLC |
2025 Q4
|
136
|
$178,848,427
|
| 12 Jan 2026, 10:11:39 UTC |
13F-HR |
Foster Group, Inc. |
2025 Q4
|
300
|
$3,307,832,636
|
| 12 Jan 2026, 10:11:34 UTC |
13F-HR |
FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q4
|
329
|
$707,982,254
|
| 12 Jan 2026, 10:10:44 UTC |
13F-HR |
Evanson Asset Management, LLC |
2025 Q4
|
326
|
$1,852,776,485
|
| 12 Jan 2026, 10:10:08 UTC |
13F-HR |
Curated Wealth Partners LLC |
2025 Q4
|
208
|
$925,324,607
|
| 12 Jan 2026, 10:09:11 UTC |
13F-HR |
M.E. ALLISON & CO., INC. |
2025 Q4
|
178
|
$146,936,831
|
| 12 Jan 2026, 10:08:45 UTC |
13F-HR |
Skyline Advisors, Inc. |
2025 Q4
|
104
|
$299,573,938
|