| 10 Nov 2025, 12:44:17 |
13F-HR |
Dover Advisors, Llc |
2025 Q3
|
165
|
$251M
|
| 10 Nov 2025, 12:58:07 |
13F-HR |
TSA Wealth Managment LLC |
2025 Q3
|
89
|
$294M
|
| 07 Nov 2025, 18:24:51 |
13F-HR |
Northern Financial Advisors Inc |
2025 Q3
|
124
|
$191M
|
| 10 Nov 2025, 10:37:00 |
13F-HR |
Rochester Wealth Strategies, LLC |
2025 Q3
|
22
|
$153M
|
| 07 Nov 2025, 18:51:55 |
13F-HR |
David Kennon Inc |
2025 Q3
|
36
|
$278M
|
| 10 Nov 2025, 15:39:10 |
13F-HR |
Colonial Trust Co / SC |
2025 Q3
|
1088
|
$742M
|
| 07 Nov 2025, 18:37:02 |
13F-HR |
Mullooly Asset Management, Inc. |
2025 Q3
|
51
|
$261M
|
| 10 Nov 2025, 15:40:58 |
13F-HR |
Strata Wealth Advisors, LLC |
2025 Q3
|
100
|
$379M
|
| 10 Nov 2025, 15:51:19 |
13F-HR |
Invictus Private Wealth, Llc |
2025 Q3
|
81
|
$1.6B
|
| 10 Nov 2025, 15:46:42 |
13F-HR |
DecisionPoint Financial, LLC |
2025 Q3
|
656
|
$429M
|
| 10 Nov 2025, 12:37:20 |
13F-HR |
Bleakley Financial Group, LLC |
2025 Q3
|
585
|
$4.31B
|
| 10 Nov 2025, 12:07:46 |
13F-HR |
Transatlantique Private Wealth Llc |
2025 Q3
|
212
|
$296M
|
| 07 Nov 2025, 18:45:57 |
13F-HR |
Amara Financial, Llc. |
2025 Q3
|
47
|
$136M
|
| 10 Nov 2025, 12:18:56 |
13F-HR |
Trajan Wealth LLC |
2025 Q3
|
160
|
$2.32B
|
| 10 Nov 2025, 13:50:49 |
13F-HR |
Quantum Private Wealth, LLC |
2025 Q3
|
175
|
$342M
|
| 10 Nov 2025, 11:01:45 |
13F-HR |
Novem Group |
2025 Q3
|
399
|
$839M
|
| 10 Nov 2025, 12:05:31 |
13F-HR |
Lowery Thomas, Llc |
2025 Q3
|
55
|
$173M
|
| 10 Nov 2025, 16:13:34 |
13F-HR |
Axq Capital, Lp |
2025 Q3
|
550
|
$261M
|
| 07 Nov 2025, 18:30:58 |
13F-HR |
Schrum Private Wealth Management LLC |
2025 Q3
|
129
|
$136M
|
| 10 Nov 2025, 13:51:29 |
13F-HR |
Vesey Street Capital Partners, L.L.C. |
2025 Q3
|
1
|
$243M
|
| 07 Nov 2025, 17:32:38 |
13F-HR |
New Millennium Group LLC |
2025 Q3
|
486
|
$219M
|
| 10 Nov 2025, 16:14:49 |
13F-HR |
Qiming U.S. Ventures Management, LLC |
2025 Q3
|
4
|
$55.6M
|
| 07 Nov 2025, 19:16:12 |
13F-HR |
Aire Advisors, Llc |
2025 Q3
|
168
|
$551M
|
| 10 Nov 2025, 06:52:55 |
13F-HR |
China Universal Asset Management Co., Ltd. |
2025 Q3
|
477
|
$1.21B
|
| 10 Nov 2025, 13:56:14 |
13F-HR |
Geometric Wealth Advisors |
2025 Q3
|
80
|
$751M
|
| 10 Nov 2025, 13:07:04 |
13F-HR |
Washington Trust Advisors, Inc. |
2025 Q3
|
688
|
$1.31B
|
| 10 Nov 2025, 11:08:41 |
13F-HR |
Trans-Canada Capital Inc. |
2025 Q3
|
11
|
$1.65B
|
| 10 Nov 2025, 16:34:13 |
13F-HR |
Greenland Capital Management LP |
2025 Q3
|
227
|
$681M
|
| 10 Nov 2025, 11:44:47 |
13F-HR |
Alliance Wealth Advisors, LLC /UT |
2025 Q3
|
282
|
$427M
|
| 10 Nov 2025, 15:51:52 |
13F-HR |
Rollins Financial Advisors, LLC |
2025 Q3
|
144
|
$661M
|
| 10 Nov 2025, 15:31:39 |
13F-HR |
Heirloom Wealth Management |
2025 Q3
|
43
|
$414M
|
| 10 Nov 2025, 14:24:39 |
13F-HR |
Topel & Distasi Wealth Management, LLC |
2025 Q3
|
61
|
$203M
|
| 10 Nov 2025, 10:43:02 |
13F-HR |
HFR Wealth Management, LLC |
2025 Q3
|
51
|
$436M
|
| 10 Nov 2025, 13:24:24 |
13F-HR |
Villanova Investment Management Co LLC |
2025 Q3
|
57
|
$144M
|
| 10 Nov 2025, 06:21:14 |
13F-HR |
Y.D. More Investments Ltd |
2025 Q3
|
497
|
$1.77B
|
| 10 Nov 2025, 09:00:25 |
13F-HR |
DC Funds, LP |
2025 Q3
|
3
|
$3.11M
|
| 10 Nov 2025, 10:35:44 |
13F-HR |
Heartland Bank & Trust Co |
2025 Q3
|
170
|
$242M
|
| 07 Nov 2025, 18:31:35 |
13F-HR |
Goehring & Rozencwajg Associates, LLC |
2025 Q3
|
42
|
$831M
|
| 10 Nov 2025, 13:26:50 |
13F-HR |
O'Neil Global Advisors, Inc. |
2025 Q3
|
60
|
$543M
|
| 10 Nov 2025, 15:46:28 |
13F-HR |
Optiver Holding B.V. |
2025 Q3
|
2345
|
$6.16B
|
| 10 Nov 2025, 12:24:14 |
13F-HR |
Lepercq De Neuflize Asset Management LLC |
2025 Q3
|
9
|
$173M
|
| 10 Nov 2025, 16:27:08 |
13F-HR |
Bancreek Capital Management, LP |
2025 Q3
|
14
|
$47.7M
|
| 10 Nov 2025, 07:10:43 |
13F-HR |
Greenwoods Asset Management Hong Kong Ltd. |
2025 Q3
|
30
|
$4.44B
|
| 10 Nov 2025, 15:36:57 |
13F-HR |
Palumbo Wealth Management LLC |
2025 Q3
|
179
|
$310M
|
| 10 Nov 2025, 17:30:38 |
13F-HR |
Corepath Wealth Partners Llc |
2025 Q3
|
39
|
$138M
|
| 10 Nov 2025, 11:19:11 |
13F-HR |
Oder Investment Management, LLC |
2025 Q3
|
98
|
$139M
|
| 10 Nov 2025, 15:49:22 |
13F-HR |
Insight Advisors, LLC/ PA |
2025 Q3
|
284
|
$653M
|
| 10 Nov 2025, 11:07:04 |
13F-HR |
HCC Manager LLC |
2025 Q3
|
1
|
$7.43M
|
| 10 Nov 2025, 15:33:26 |
13F-HR |
Cowa, Llc |
2025 Q3
|
141
|
$301M
|
| 10 Nov 2025, 13:19:00 |
13F-HR |
Catawba River Capital |
2025 Q3
|
20
|
$220M
|
| 10 Nov 2025, 12:25:12 |
13F-HR |
M. Kulyk & Associates, LLC |
2025 Q3
|
104
|
$492M
|
| 10 Nov 2025, 10:45:10 |
13F-HR |
Journey Advisory Group, LLC |
2025 Q3
|
266
|
$1.35B
|
| 10 Nov 2025, 14:09:02 |
13F-HR |
Helikon Investments Ltd |
2025 Q3
|
17
|
$1.46B
|
| 10 Nov 2025, 09:23:50 |
13F-HR |
Bull Oak Capital, LLC |
2025 Q3
|
32
|
$235M
|
| 10 Nov 2025, 13:18:44 |
13F-HR |
Intelligence Driven Advisers, LLC |
2025 Q3
|
124
|
$721M
|
| 07 Nov 2025, 19:07:32 |
13F-HR |
Bck Capital Management Lp |
2025 Q3
|
86
|
$94M
|
| 10 Nov 2025, 13:23:48 |
13F-HR |
Patient Square Capital LP |
2025 Q3
|
24
|
$374M
|
| 10 Nov 2025, 12:09:40 |
13F-HR |
AF Advisors, Inc. |
2025 Q3
|
30
|
$246M
|
| 10 Nov 2025, 16:22:48 |
13F-HR |
Revolution Growth Management Company, Inc. |
2025 Q3
|
0
|
$0
|
| 10 Nov 2025, 15:23:39 |
13F-HR |
Rosenberg Matthew Hamilton |
2025 Q3
|
803
|
$463M
|
| 10 Nov 2025, 15:27:42 |
13F-HR |
Delta Accumulation, LLC |
2025 Q3
|
24
|
$17.7M
|
| 10 Nov 2025, 07:42:20 |
13F-HR |
Working Capital Advisors (UK) Ltd. |
2025 Q3
|
3
|
$83.6M
|
| 10 Nov 2025, 09:42:34 |
13F-HR |
Certares Management LLC |
2025 Q3
|
1
|
$77.3M
|
| 10 Nov 2025, 14:29:15 |
13F-HR |
Algorithmic Investment Models, LLC |
2025 Q3
|
49
|
$151M
|
| 10 Nov 2025, 08:55:52 |
13F-HR |
Monaco Asset Management SAM |
2025 Q3
|
70
|
$269M
|
| 10 Nov 2025, 11:30:10 |
13F-HR |
NWK Group, Inc. |
2025 Q3
|
69
|
$294M
|
| 10 Nov 2025, 14:04:12 |
13F-HR |
Marks Group Wealth Management, Inc |
2025 Q3
|
294
|
$1.08B
|
| 10 Nov 2025, 14:44:57 |
13F-HR |
Fortis Capital Management LLC |
2025 Q3
|
176
|
$710M
|
| 07 Nov 2025, 18:58:12 |
13F-HR |
Lion Street Advisors, LLC |
2025 Q3
|
224
|
$260M
|
| 10 Nov 2025, 09:23:49 |
13F-HR |
AMJ Financial Wealth Management |
2025 Q3
|
86
|
$413M
|
| 10 Nov 2025, 13:13:03 |
13F-HR |
Aurora Investment Managers, LLC. |
2025 Q3
|
49
|
$184M
|
| 10 Nov 2025, 14:00:10 |
13F-HR |
Avalon Trust Co |
2025 Q3
|
610
|
$1.54B
|
| 10 Nov 2025, 12:06:35 |
13F-HR |
Arbor Trust Wealth Advisors, Llc |
2025 Q3
|
81
|
$222M
|
| 10 Nov 2025, 12:16:09 |
13F-HR |
Verus Capital Partners, Llc |
2025 Q3
|
455
|
$1.38B
|
| 10 Nov 2025, 14:58:48 |
13F-HR |
Bosun Asset Management, Llc |
2025 Q3
|
60
|
$132M
|
| 10 Nov 2025, 13:10:05 |
13F-HR |
NNS Investments (Cyprus) Ltd |
2025 Q3
|
0
|
$0
|
| 10 Nov 2025, 12:48:14 |
13F-HR |
Spider Management Company, LLC |
2025 Q3
|
2
|
$220M
|
| 10 Nov 2025, 16:17:08 |
13F-HR |
Pelion, Inc. |
2025 Q3
|
3
|
$36.3M
|
| 10 Nov 2025, 13:25:11 |
13F-HR |
Sound View Wealth Advisors Group, LLC |
2025 Q3
|
425
|
$1.45B
|
| 07 Nov 2025, 18:38:06 |
13F-HR |
Clear Creek Financial Management, LLC |
2025 Q3
|
560
|
$1.15B
|
| 07 Nov 2025, 18:26:53 |
13F-HR |
WT Asset Management Ltd |
2025 Q3
|
43
|
$2.17B
|
| 10 Nov 2025, 15:53:37 |
13F-HR |
Waddell & Associates, Llc |
2025 Q3
|
325
|
$1.18B
|
| 10 Nov 2025, 15:53:06 |
13F-HR |
Zhang Financial LLC |
2025 Q3
|
316
|
$2.46B
|
| 10 Nov 2025, 16:29:56 |
13F-HR |
Ameraudi Asset Management, Inc. |
2025 Q3
|
49
|
$165M
|
| 10 Nov 2025, 17:29:51 |
13F-HR |
Prestige Wealth Management Group LLC |
2025 Q3
|
996
|
$518M
|
| 10 Nov 2025, 16:18:22 |
13F-HR |
Lake Street Private Wealth, Llc |
2025 Q3
|
277
|
$776M
|
| 10 Nov 2025, 14:57:19 |
13F-HR |
O'Brien Greene & Co. Inc |
2025 Q3
|
128
|
$325M
|
| 10 Nov 2025, 08:34:25 |
13F-HR |
Cape Ann Asset Management Ltd |
2025 Q3
|
11
|
$297M
|
| 07 Nov 2025, 18:25:19 |
13F-HR |
Frisch Financial Group, Inc. |
2025 Q3
|
157
|
$430M
|
| 10 Nov 2025, 11:42:51 |
13F-HR |
Ferguson Shapiro LLC |
2025 Q3
|
74
|
$309M
|
| 10 Nov 2025, 14:47:37 |
13F-HR |
Cary Street Partners Investment Advisory Llc |
2025 Q3
|
609
|
$239M
|
| 10 Nov 2025, 13:11:32 |
13F-HR |
Concentrum Wealth Management |
2025 Q3
|
79
|
$259M
|
| 10 Nov 2025, 14:37:36 |
13F-HR |
Acima Private Wealth, Llc |
2025 Q3
|
179
|
$319M
|
| 10 Nov 2025, 11:16:32 |
13F-HR |
Global Strategic Investment Solutions, LLC |
2025 Q3
|
153
|
$1B
|
| 10 Nov 2025, 14:47:41 |
13F-HR |
Nkcfo Llc |
2025 Q3
|
98
|
$332M
|
| 10 Nov 2025, 09:56:01 |
13F-HR |
Triodos Investment Management BV |
2025 Q3
|
50
|
$1.38B
|
| 10 Nov 2025, 11:01:15 |
13F-HR |
Brio Consultants, LLC |
2025 Q3
|
137
|
$727M
|
| 10 Nov 2025, 17:13:09 |
13F-HR |
Grant Street Asset Management, Inc. |
2025 Q3
|
91
|
$473M
|
| 10 Nov 2025, 11:32:36 |
13F-HR |
Semanteon Capital Management, LP |
2025 Q3
|
173
|
$79.7M
|
| 10 Nov 2025, 16:47:41 |
13F-HR |
Lutz Financial Services LLC |
2025 Q3
|
96
|
$1.38B
|