| True Blue (BVI) Ltd |
2025 Q1
|
6/24/2025, 03:33 PM |
4
|
$137M
|
| True Blue (BVI) Ltd |
2024 Q4
|
6/24/2025, 03:31 PM |
5
|
$162M
|
| Rainier Family Wealth Inc |
2025 Q1
|
6/23/2025, 06:45 PM |
80
|
$84.9M
|
| Rainier Family Wealth Inc |
2024 Q4
|
6/23/2025, 06:44 PM |
87
|
$82.7M
|
| Swedbank AB |
2025 Q1
|
6/23/2025, 06:52 PM |
693
|
$75.1B
|
| Old North State Trust, LLC |
2025 Q1
|
6/23/2025, 03:57 PM |
135
|
$157M
|
| Nicholas Hoffman & Company, LLC. |
2025 Q1 - Restatement
|
6/23/2025, 11:34 AM |
285
|
$2.63B
|
| Nicholas Hoffman & Company, LLC. |
2024 Q4 - Restatement
|
6/23/2025, 11:20 AM |
288
|
$2.5B
|
| Nicholas Hoffman & Company, LLC. |
2024 Q3 - Restatement
|
6/23/2025, 11:02 AM |
291
|
$2.37B
|
| RK Capital Management, LLC/FL |
2025 Q1
|
6/23/2025, 08:51 AM |
0
|
$0
|
| RK Capital Management, LLC/FL |
2024 Q4
|
6/23/2025, 08:49 AM |
0
|
$0
|
| RK Capital Management, LLC/FL |
2024 Q3
|
6/23/2025, 08:48 AM |
0
|
$0
|
| RK Capital Management, LLC/FL |
2024 Q2
|
6/23/2025, 08:46 AM |
0
|
$0
|
| RK Capital Management, LLC/FL |
2024 Q1
|
6/23/2025, 08:44 AM |
0
|
$0
|
| Real Talk Capital, LLC |
2024 Q4
|
6/20/2025, 01:36 PM |
75
|
$76.3M
|
| Real Talk Capital, LLC |
2025 Q1
|
6/20/2025, 01:36 PM |
77
|
$74.2M
|
| Teleios Capital Partners GmbH |
2025 Q1
|
6/18/2025, 07:27 PM |
1
|
$85.9M
|
| Teleios Capital Partners GmbH |
2024 Q4
|
6/18/2025, 05:37 PM |
1
|
$112M
|
| Voya Investment Management Llc |
2025 Q1 - New Holdings
|
6/18/2025, 03:30 PM |
2636
|
$89.9B
|
| Claris Financial LLC |
2025 Q1
|
6/17/2025, 07:41 PM |
153
|
$151M
|
| Howe & Rusling Inc |
2025 Q1
|
6/17/2025, 04:51 PM |
434
|
$1.19B
|
| Ridgepath Capital Management LLC |
2025 Q1
|
6/17/2025, 01:32 PM |
49
|
$208M
|
| Guinness Asset Management LTD |
2025 Q1 - New Holdings
|
6/17/2025, 12:24 PM |
2
|
$455M
|
| Claris Financial LLC |
2024 Q4
|
6/16/2025, 07:11 PM |
153
|
$152M
|
| Maple Capital Management, Inc. |
2025 Q1
|
6/16/2025, 05:31 PM |
120
|
$1.29B
|
| Lynx Investment Advisory |
2025 Q1
|
6/16/2025, 04:06 PM |
144
|
$150M
|
| Porter White Investment Advisors, Inc. |
2024 Q4
|
6/16/2025, 03:00 PM |
32
|
$197M
|
| Peterson Wealth Management |
2025 Q1
|
6/16/2025, 12:01 PM |
50
|
$149M
|
| Kanen Wealth Management LLC |
2025 Q1 - Restatement
|
6/13/2025, 05:04 PM |
23
|
$248M
|
| Pinnacle Investment Management Ltd |
2025 Q1
|
6/13/2025, 11:49 AM |
7
|
$9.32M
|
| Optima Capital Llc |
2025 Q1
|
6/12/2025, 05:41 PM |
138
|
$157M
|
| Optima Capital Llc |
2024 Q4
|
6/12/2025, 05:38 PM |
152
|
$145M
|
| Deutsche Bank Ag\ |
2024 Q2 - Restatement
|
6/12/2025, 04:44 PM |
3477
|
$221B
|
| Sheets Smith Investment Management |
2025 Q1
|
6/12/2025, 10:40 AM |
42
|
$100M
|
| Fortitude Financial, LLC |
2025 Q1
|
6/11/2025, 04:34 PM |
31
|
$105M
|
| Kondo Wealth Advisors, Inc. |
2025 Q1
|
6/11/2025, 11:08 AM |
61
|
$203M
|
| Kondo Wealth Advisors, Inc. |
2024 Q4
|
6/11/2025, 11:04 AM |
60
|
$197M
|
| Stanley Capital Management, LLC |
2025 Q1 - New Holdings
|
6/11/2025, 10:25 AM |
37
|
$508M
|
| Birchbrook, Inc. |
2025 Q1
|
6/10/2025, 03:49 PM |
265
|
$178M
|
| Birchbrook, Inc. |
2024 Q4
|
6/10/2025, 03:46 PM |
289
|
$176M
|
| Birchbrook, Inc. |
2024 Q3
|
6/10/2025, 03:44 PM |
263
|
$180M
|
| Birchbrook, Inc. |
2024 Q2
|
6/10/2025, 03:42 PM |
263
|
$167M
|
| Birchbrook, Inc. |
2024 Q1
|
6/10/2025, 03:40 PM |
277
|
$168M
|
| Birchbrook, Inc. |
2023 Q4
|
6/10/2025, 03:38 PM |
306
|
$152M
|
| Compass Financial Services Inc |
2025 Q1
|
6/10/2025, 03:22 PM |
291
|
$191M
|
| GFI Investment Counsel Ltd. |
2024 Q4 - Restatement
|
6/10/2025, 01:00 PM |
20
|
$871M
|
| Militia Capital Partners, LP |
2024 Q4
|
6/10/2025, 12:55 PM |
191
|
$105M
|
| GFI Investment Counsel Ltd. |
2024 Q3 - Restatement
|
6/10/2025, 12:52 PM |
20
|
$862M
|
| GFI Investment Counsel Ltd. |
2024 Q2 - Restatement
|
6/10/2025, 12:41 PM |
19
|
$764M
|
| Militia Capital Partners, LP |
2025 Q1 - Restatement
|
6/10/2025, 12:41 PM |
130
|
$123M
|
| GFI Investment Counsel Ltd. |
2024 Q1 - Restatement
|
6/10/2025, 12:24 PM |
18
|
$789M
|
| GFI Investment Counsel Ltd. |
2023 Q4 - Restatement
|
6/10/2025, 12:10 PM |
17
|
$723M
|
| GFI Investment Counsel Ltd. |
2023 Q3 - Restatement
|
6/10/2025, 12:01 PM |
17
|
$656M
|
| GFI Investment Counsel Ltd. |
2023 Q2 - Restatement
|
6/10/2025, 11:51 AM |
16
|
$657M
|
| GFI Investment Counsel Ltd. |
2023 Q1 - Restatement
|
6/10/2025, 10:54 AM |
16
|
$584M
|
| GFI Investment Counsel Ltd. |
2022 Q4 - Restatement
|
6/10/2025, 10:36 AM |
16
|
$594M
|
| BROOKFIELD Corp /ON/ |
2025 Q1 - New Holdings
|
6/9/2025, 09:13 PM |
95
|
$17.6B
|
| BROOKFIELD Corp /ON/ |
2024 Q4 - New Holdings
|
6/9/2025, 06:02 PM |
109
|
$16.4B
|
| 1248 Management, LLC |
2025 Q1 - Restatement
|
6/9/2025, 03:56 PM |
167
|
$234M
|
| Asset Planning Services Inc /La/ /Adv |
2025 Q1 - Restatement
|
6/9/2025, 03:44 PM |
35
|
$197M
|
| First Long Island Investors, LLC |
2025 Q1
|
6/6/2025, 04:38 PM |
65
|
$1.21B
|
| Nicola Wealth Management Ltd. |
2025 Q1 - Restatement
|
6/6/2025, 03:25 PM |
111
|
$1.03B
|
| Hahn Capital Management Llc |
2025 Q1
|
6/6/2025, 01:58 PM |
29
|
$207M
|
| eCIO, Inc. |
2025 Q1
|
6/6/2025, 12:43 PM |
494
|
$299M
|
| Osaic Holdings, Inc. |
2024 Q4 - Restatement
|
6/6/2025, 12:22 PM |
7651
|
$43.9B
|
| Blue Oak Capital, LLC |
2025 Q1
|
6/6/2025, 10:10 AM |
72
|
$181M
|
| Blue Oak Capital, LLC |
2024 Q4
|
6/6/2025, 10:05 AM |
73
|
$165M
|
| Militia Capital Partners, LP |
2025 Q1
|
6/5/2025, 06:51 PM |
130
|
$123M
|
| Bontempo Ohly Capital Mgmt Llc |
2025 Q1
|
6/5/2025, 05:50 PM |
31
|
$207M
|
| Fruth Investment Management |
2025 Q1
|
6/5/2025, 04:53 PM |
218
|
$360M
|
| Cim, Llc |
2025 Q1
|
6/5/2025, 09:03 AM |
159
|
$673M
|
| Osterweis Capital Management Inc |
2025 Q1 - Restatement
|
6/4/2025, 08:08 PM |
337
|
$2.03B
|
| Osterweis Capital Management Inc |
2024 Q4 - Restatement
|
6/4/2025, 08:08 PM |
196
|
$2.15B
|
| First HawaIIan Bank |
2025 Q1 - Restatement
|
6/4/2025, 04:08 PM |
94
|
$686M
|
| Legacy Capital Wealth Management, Llc |
2024 Q4
|
6/4/2025, 03:58 PM |
51
|
$101M
|
| Pvg Asset Management Corp |
2025 Q1
|
6/4/2025, 03:05 PM |
46
|
$23M
|
| Harold Davidson & Associates Inc. |
2025 Q1
|
6/4/2025, 01:00 PM |
59
|
$183M
|
| Harold Davidson & Associates Inc. |
2024 Q4
|
6/4/2025, 12:58 PM |
64
|
$209M
|
| Drummond Knight Asset Management Pty Ltd |
2025 Q1
|
6/3/2025, 08:16 PM |
11
|
$199M
|
| First National Bank Of Omaha |
2024 Q1 - Restatement
|
6/3/2025, 04:53 PM |
305
|
$1.41B
|
| Inspire Investing, LLC |
2025 Q1
|
6/3/2025, 01:40 PM |
800
|
$841M
|
| CBIZ Investment Advisory Services, LLC |
2025 Q1 - Restatement
|
6/3/2025, 09:45 AM |
616
|
$2.04B
|
| Invst, LLC |
2025 Q1
|
6/2/2025, 05:48 PM |
271
|
$733M
|
| Deutsche Bank Ag\ |
2024 Q1 - Restatement
|
6/2/2025, 05:11 PM |
3527
|
$215B
|
| Kawa Capital Management, Inc |
2025 Q1
|
6/2/2025, 04:58 PM |
6
|
$44.7M
|
| Cim Investment Management Inc |
2025 Q1
|
6/2/2025, 01:08 PM |
240
|
$438M
|
| Wolfstich Capital, LLC |
2025 Q1 - Restatement
|
6/2/2025, 12:49 PM |
23
|
$111M
|
| Hodges Capital Management Inc. |
2025 Q1 - Restatement
|
6/2/2025, 12:23 PM |
207
|
$994M
|
| Integrity Wealth Advisors, Inc. |
2025 Q1
|
6/2/2025, 09:43 AM |
60
|
$136M
|
| SkyView Investment Advisors, LLC |
2024 Q4
|
5/30/2025, 09:52 PM |
291
|
$627M
|
| Modern Wealth Management, LLC |
2025 Q1 - New Holdings
|
5/30/2025, 05:46 PM |
7
|
$1.42M
|
| Modern Wealth Management, LLC |
2025 Q1 - Restatement
|
5/30/2025, 05:32 PM |
675
|
$3.12B
|
| Modern Wealth Management, LLC |
2024 Q4 - New Holdings
|
5/30/2025, 03:42 PM |
12
|
$4.64M
|
| Modern Wealth Management, LLC |
2024 Q4 - Restatement
|
5/30/2025, 03:30 PM |
580
|
$2.68B
|
| Dynamo Internacional Gestao De Recursos Ltda. |
2024 Q4 - Restatement
|
5/30/2025, 03:19 PM |
6
|
$291M
|
| Dynamo Internacional Gestao De Recursos Ltda. |
2024 Q3 - Restatement
|
5/30/2025, 03:14 PM |
6
|
$417M
|
| Dynamo Internacional Gestao De Recursos Ltda. |
2024 Q2 - Restatement
|
5/30/2025, 03:09 PM |
6
|
$562M
|
| Dynamo Internacional Gestao De Recursos Ltda. |
2024 Q1 - Restatement
|
5/30/2025, 03:00 PM |
6
|
$589M
|
| Modern Wealth Management, LLC |
2024 Q3 - New Holdings
|
5/30/2025, 01:21 PM |
1
|
$302K
|
| Modern Wealth Management, LLC |
2024 Q3 - Restatement
|
5/30/2025, 01:03 PM |
435
|
$1.63B
|