| Miramar Fiduciary Corp |
2018 Q4 - New Holdings
|
5/14/2025, 01:46 PM |
17
|
$93.9M
|
| SALT Holding Corp. |
2025 Q1
|
5/14/2025, 01:46 PM |
12
|
$108M
|
| Avestar Capital, LLC |
2025 Q1
|
5/14/2025, 01:46 PM |
425
|
$1.05B
|
| Miramar Fiduciary Corp |
2019 Q1 - New Holdings
|
5/14/2025, 01:45 PM |
5
|
$103M
|
| Clarity Asset Management, Inc. |
2025 Q1
|
5/14/2025, 01:45 PM |
215
|
$155M
|
| Northstar Financial Companies, Inc. |
2025 Q1
|
5/14/2025, 01:44 PM |
104
|
$92.2M
|
| Next Century Growth Investors Llc |
2025 Q1
|
5/14/2025, 01:43 PM |
122
|
$1.12B
|
| Miramar Fiduciary Corp |
2019 Q2 - New Holdings
|
5/14/2025, 01:43 PM |
5
|
$85.5M
|
| RCF Management L.L.C. |
2025 Q1
|
5/14/2025, 01:43 PM |
1
|
$103M
|
| Guardian Capital Lp |
2025 Q1
|
5/14/2025, 01:42 PM |
132
|
$2.54B
|
| Miramar Fiduciary Corp |
2019 Q3 - New Holdings
|
5/14/2025, 01:41 PM |
4
|
$58.1M
|
| Cota Capital Management, LLC |
2025 Q1
|
5/14/2025, 01:40 PM |
1
|
$221K
|
| Miramar Fiduciary Corp |
2019 Q4 - New Holdings
|
5/14/2025, 01:40 PM |
4
|
$44.6M
|
| Susquehanna Capital Management, LLC |
2025 Q1
|
5/14/2025, 01:39 PM |
1
|
$185M
|
| Quantum Portfolio Management LLC |
2025 Q1
|
5/14/2025, 01:38 PM |
273
|
$197M
|
| Valtinson Bruner Financial Planning LLC |
2025 Q1
|
5/14/2025, 01:37 PM |
145
|
$296M
|
| Quest Investment Management Llc |
2025 Q1
|
5/14/2025, 01:36 PM |
80
|
$807M
|
| Endurance Services Ltd |
2025 Q1
|
5/14/2025, 01:36 PM |
14
|
$540M
|
| D L Carlson Investment Group Inc |
2025 Q1
|
5/14/2025, 01:33 PM |
136
|
$520M
|
| Tekne Capital Management, LLC |
2025 Q1
|
5/14/2025, 01:33 PM |
6
|
$262M
|
| Miramar Fiduciary Corp |
2020 Q1
|
5/14/2025, 01:32 PM |
4
|
$91.2M
|
| Miramar Fiduciary Corp |
2020 Q2
|
5/14/2025, 01:31 PM |
4
|
$159M
|
| Regimen Wealth, Llc |
2025 Q1
|
5/14/2025, 01:30 PM |
65
|
$311M
|
| Miramar Fiduciary Corp |
2020 Q3
|
5/14/2025, 01:30 PM |
4
|
$160M
|
| Susquehanna International Group, Llp |
2025 Q1
|
5/14/2025, 01:29 PM |
6346
|
$60.9B
|
| Pine Harbor Wealth Management, LLC |
2025 Q1
|
5/14/2025, 01:29 PM |
94
|
$250M
|
| Miramar Fiduciary Corp |
2020 Q4 - New Holdings
|
5/14/2025, 01:28 PM |
4
|
$190M
|
| F/M Investments LLC |
2025 Q1
|
5/14/2025, 01:28 PM |
391
|
$2.51B
|
| Tri Locum Partners LP |
2025 Q1
|
5/14/2025, 01:28 PM |
22
|
$195M
|
| Heights Capital Management, Inc |
2025 Q1
|
5/14/2025, 01:27 PM |
127
|
$209M
|
| Cascade Investment Group, Inc. |
2025 Q1
|
5/14/2025, 01:25 PM |
131
|
$130M
|
| Patten Group, Inc. |
2025 Q1
|
5/14/2025, 01:25 PM |
249
|
$436M
|
| Susquehanna Advisors Group, Inc. |
2025 Q1
|
5/14/2025, 01:25 PM |
90
|
$1.56B
|
| TD Capital Management LLC |
2025 Q1
|
5/14/2025, 01:23 PM |
694
|
$987M
|
| Graney & King, LLC |
2025 Q1
|
5/14/2025, 01:23 PM |
346
|
$134M
|
| Orion Portfolio Solutions, LLC |
2025 Q1
|
5/14/2025, 01:21 PM |
2058
|
$10.3B
|
| Joho Capital Llc |
2025 Q1
|
5/14/2025, 01:21 PM |
8
|
$579M
|
| Rockefeller Capital Management L.P. |
2025 Q1
|
5/14/2025, 01:20 PM |
1655
|
$40.5B
|
| Monterey Private Wealth, Inc. |
2025 Q1
|
5/14/2025, 01:20 PM |
138
|
$339M
|
| Ako Capital Llp |
2025 Q1
|
5/14/2025, 01:20 PM |
26
|
$7.71B
|
| Tema Etfs Llc |
2025 Q1
|
5/14/2025, 01:19 PM |
147
|
$335M
|
| Bls Capital Fondsmaeglerselskab A/S |
2025 Q1
|
5/14/2025, 01:18 PM |
10
|
$2.91B
|
| Rosalind Advisors, Inc. |
2025 Q1
|
5/14/2025, 01:18 PM |
31
|
$205M
|
| Rodgers Brothers Inc. |
2025 Q1
|
5/14/2025, 01:18 PM |
234
|
$751M
|
| Miramar Fiduciary Corp |
2021 Q1 - New Holdings
|
5/14/2025, 01:17 PM |
3
|
$24M
|
| Purus Wealth Management, LLC |
2025 Q1
|
5/14/2025, 01:17 PM |
119
|
$235M
|
| Miramar Fiduciary Corp |
2021 Q2 - New Holdings
|
5/14/2025, 01:16 PM |
3
|
$25.6M
|
| MAS Advisors LLC |
2025 Q1
|
5/14/2025, 01:16 PM |
64
|
$65M
|
| Miramar Fiduciary Corp |
2021 Q3 - New Holdings
|
5/14/2025, 01:15 PM |
3
|
$23.6M
|
| RPG Investment Advisory, LLC |
2025 Q1
|
5/14/2025, 01:14 PM |
98
|
$1.4B
|
| Broadview Financial Management, LLC |
2025 Q1
|
5/14/2025, 01:14 PM |
39
|
$134M
|
| Tortoise Capital Advisors, L.L.C. |
2025 Q1
|
5/14/2025, 01:14 PM |
51
|
$8.27B
|
| Ofc Financial Planning, Llc |
2025 Q1
|
5/14/2025, 01:13 PM |
53
|
$88.4M
|
| Miramar Fiduciary Corp |
2023 Q4 - New Holdings
|
5/14/2025, 01:13 PM |
6
|
$136M
|
| Rede Wealth, LLC |
2025 Q1
|
5/14/2025, 01:13 PM |
105
|
$283M
|
| Mccarter Private Wealth Services Llc |
2025 Q1
|
5/14/2025, 01:12 PM |
100
|
$153M
|
| Portland Investment Counsel Inc. |
2025 Q1
|
5/14/2025, 01:12 PM |
49
|
$329M
|
| Sapphire Ventures, L.L.C. |
2025 Q1
|
5/14/2025, 01:11 PM |
5
|
$105M
|
| Chicago Wealth Management, Inc. |
2025 Q1
|
5/14/2025, 01:09 PM |
48
|
$191M
|
| Circle Wealth Management, LLC |
2025 Q1
|
5/14/2025, 01:05 PM |
215
|
$4.32B
|
| Miramar Fiduciary Corp |
2024 Q1 - New Holdings
|
5/14/2025, 01:04 PM |
6
|
$137M
|
| One William Street Capital Management, L.P. |
2025 Q1
|
5/14/2025, 01:03 PM |
2
|
$1.91M
|
| D.B. Root & Company, LLC |
2025 Q1
|
5/14/2025, 01:03 PM |
181
|
$310M
|
| Miramar Fiduciary Corp |
2024 Q2 - New Holdings
|
5/14/2025, 01:02 PM |
5
|
$111M
|
| Shenkman Capital Management Inc |
2025 Q1
|
5/14/2025, 01:00 PM |
126
|
$976M
|
| Miramar Fiduciary Corp |
2024 Q3 - New Holdings
|
5/14/2025, 01:00 PM |
5
|
$118M
|
| Glendon Capital Management LP |
2025 Q1
|
5/14/2025, 01:00 PM |
24
|
$1.72B
|
| Wescott Financial Advisory Group, LLC |
2025 Q1
|
5/14/2025, 12:59 PM |
172
|
$965M
|
| Kelly Lawrence W & Associates Inc/Ca |
2025 Q1
|
5/14/2025, 12:59 PM |
163
|
$412M
|
| 1832 Asset Management L.P. |
2025 Q1
|
5/14/2025, 12:59 PM |
631
|
$52.4B
|
| Monetary Management Group Inc |
2025 Q1
|
5/14/2025, 12:58 PM |
323
|
$370M
|
| Miramar Fiduciary Corp |
2024 Q4 - New Holdings
|
5/14/2025, 12:58 PM |
5
|
$99.1M
|
| Advantage Alpha Capital Partners LP |
2025 Q1
|
5/14/2025, 12:58 PM |
146
|
$408M
|
| Newport Trust Company, LLC |
2025 Q1
|
5/14/2025, 12:58 PM |
64
|
$39B
|
| Fpr Partners Llc |
2025 Q1
|
5/14/2025, 12:57 PM |
10
|
$579M
|
| Miramar Fiduciary Corp |
2025 Q1
|
5/14/2025, 12:56 PM |
5
|
$111M
|
| Hobbs Group Advisors, LLC |
2025 Q1
|
5/14/2025, 12:56 PM |
145
|
$263M
|
| Compound Planning, Inc. |
2025 Q1
|
5/14/2025, 12:55 PM |
1022
|
$2.19B
|
| Barnes Wealth Management Group, Inc |
2025 Q1
|
5/14/2025, 12:53 PM |
160
|
$156M
|
| Gould Capital, LLC |
2025 Q1
|
5/14/2025, 12:53 PM |
214
|
$143M
|
| Corient Private Wealth LLC |
2025 Q1
|
5/14/2025, 12:53 PM |
2270
|
$61.2B
|
| Retirement Capital Strategies |
2025 Q1
|
5/14/2025, 12:51 PM |
77
|
$256M
|
| Cravens & Co Advisors, LLC |
2025 Q1
|
5/14/2025, 12:51 PM |
57
|
$129M
|
| Meketa Investment Group Inc /Adv |
2025 Q1
|
5/14/2025, 12:50 PM |
33
|
$74.2M
|
| Solano Wealth Investment Advisors LLC |
2025 Q1
|
5/14/2025, 12:50 PM |
33
|
$162M
|
| TCG Crossover Management, LLC |
2025 Q1
|
5/14/2025, 12:50 PM |
37
|
$733M
|
| Hudson Portfolio Management LLC |
2025 Q1
|
5/14/2025, 12:50 PM |
113
|
$104M
|
| Sompo Asset Management Co., Ltd. |
2025 Q1
|
5/14/2025, 12:48 PM |
193
|
$539M
|
| Bridgewater Associates, LP |
2025 Q1
|
5/14/2025, 12:47 PM |
664
|
$21.6B
|
| SPX Gestao de Recursos Ltda |
2025 Q1
|
5/14/2025, 12:47 PM |
92
|
$773M
|
| Stone Run Capital, Llc |
2025 Q1
|
5/14/2025, 12:46 PM |
66
|
$237M
|
| BOK Financial Private Wealth, Inc. |
2025 Q1
|
5/14/2025, 12:46 PM |
464
|
$1.33B
|
| Bullseye Asset Management LLC |
2025 Q1
|
5/14/2025, 12:45 PM |
60
|
$185M
|
| Blue Grotto Capital, LLC |
2025 Q1
|
5/14/2025, 12:44 PM |
26
|
$524M
|
| Wiser Advisor Group LLC |
2025 Q1
|
5/14/2025, 12:43 PM |
275
|
$67.7M
|
| Absolute Capital Management, Llc |
2025 Q1
|
5/14/2025, 12:43 PM |
118
|
$173M
|
| Banc Funds Co Llc |
2025 Q1
|
5/14/2025, 12:41 PM |
118
|
$758M
|
| Stansberry Asset Management, Llc |
2025 Q1
|
5/14/2025, 12:40 PM |
128
|
$833M
|
| IGP Investments (G.P.L.P), LP |
2025 Q1
|
5/14/2025, 12:40 PM |
1
|
$7.06M
|
| Sycomore Asset Management |
2025 Q1
|
5/14/2025, 12:40 PM |
73
|
$668M
|