| 07 Nov 2025, 09:50:02 |
13F-HR |
Founders Financial Alliance, LLC |
2025 Q3
|
713
|
$531M
|
| 06 Nov 2025, 21:25:51 |
13F-HR |
Capital CS Group, LLC |
2025 Q3
|
60
|
$60.8M
|
| 07 Nov 2025, 07:24:33 |
13F-HR |
Snider Financial Group |
2025 Q3
|
115
|
$367M
|
| 07 Nov 2025, 12:15:16 |
13F-HR |
Fortis Group Advisors, LLC |
2025 Q3
|
536
|
$580M
|
| 06 Nov 2025, 21:29:39 |
13F-HR |
Andar Capital Management HK Ltd |
2025 Q3
|
20
|
$98.9M
|
| 07 Nov 2025, 17:08:09 |
13F-HR |
HC Advisors, LLC |
2025 Q3
|
61
|
$142M
|
| 07 Nov 2025, 11:11:57 |
13F-HR |
M&G Plc |
2025 Q3
|
370
|
$18.6B
|
| 07 Nov 2025, 15:13:45 |
13F-HR |
Bornite Capital Management LP |
2025 Q3
|
35
|
$1.08B
|
| 07 Nov 2025, 09:19:48 |
13F-HR |
Atticus Wealth Management, Llc |
2025 Q3
|
197
|
$396M
|
| 07 Nov 2025, 09:50:48 |
13F-HR |
Schwarz Dygos Wheeler Investment Advisors Llc |
2025 Q3
|
162
|
$472M
|
| 07 Nov 2025, 17:17:58 |
13F-HR |
Wealth Alliance, Llc |
2025 Q3
|
554
|
$972M
|
| 06 Nov 2025, 21:43:24 |
13F-HR |
Pavion Blue Capital, LLC |
2025 Q3
|
101
|
$235M
|
| 07 Nov 2025, 16:31:58 |
13F-HR |
Rothschild & Co Wealth Management UK Ltd |
2025 Q3
|
26
|
$6.22B
|
| 07 Nov 2025, 11:38:43 |
13F-HR |
Astoria Strategic Wealth, Inc. |
2025 Q3
|
35
|
$396M
|
| 07 Nov 2025, 16:05:25 |
13F-HR |
Cornerstone Advisors, LLC |
2025 Q3
|
235
|
$3.03B
|
| 07 Nov 2025, 17:28:36 |
13F-HR |
Boundary Creek Advisors LP |
2025 Q3
|
1
|
$22.9M
|
| 07 Nov 2025, 09:09:08 |
13F-HR |
WealthBridge Capital Management, LLC |
2025 Q3
|
214
|
$426M
|
| 07 Nov 2025, 16:16:43 |
13F-HR |
VeraBank, N.A. |
2025 Q3
|
184
|
$535M
|
| 07 Nov 2025, 07:25:52 |
13F-HR |
Financial Advisors, LLC |
2025 Q3
|
80
|
$564M
|
| 07 Nov 2025, 11:15:03 |
13F-HR |
Mmbg Investment Advisors Co. |
2025 Q3
|
179
|
$1.13B
|
| 07 Nov 2025, 08:00:16 |
13F-HR |
Riverstone Advisors, LLC |
2025 Q3
|
62
|
$204M
|
| 07 Nov 2025, 08:44:04 |
13F-HR |
Hardy Reed LLC |
2025 Q3
|
240
|
$1.36B
|
| 06 Nov 2025, 21:49:27 |
13F-HR |
Eq Llc |
2025 Q3
|
74
|
$295M
|
| 07 Nov 2025, 15:39:35 |
13F-HR |
NewView Capital Partners I, LLC |
2025 Q3
|
1
|
$28M
|
| 07 Nov 2025, 13:53:01 |
13F-HR |
Vista Investment Management |
2025 Q3
|
170
|
$286M
|
| 07 Nov 2025, 14:34:35 |
13F-HR |
Aspiring Ventures, LLC |
2025 Q3
|
65
|
$283M
|
| 07 Nov 2025, 07:16:10 |
13F-HR |
Arnhold LLC |
2025 Q3
|
116
|
$1.2B
|
| 06 Nov 2025, 21:23:03 |
13F-HR |
Altman Advisors, Inc. |
2025 Q3
|
94
|
$241M
|
| 07 Nov 2025, 12:11:20 |
13F-HR |
SCP Investment, LP |
2025 Q3
|
40
|
$124M
|
| 07 Nov 2025, 11:39:17 |
13F-HR |
Bedel Financial Consulting, Inc. |
2025 Q3
|
285
|
$783M
|
| 07 Nov 2025, 11:24:39 |
13F-HR |
Ballast, Inc. |
2025 Q3
|
132
|
$411M
|
| 07 Nov 2025, 11:22:52 |
13F-HR/A |
Ballast, Inc. |
2025 Q2 - Restatement
|
128
|
$382M
|
| 07 Nov 2025, 12:00:52 |
13F-HR |
Holistic Financial Partners |
2025 Q3
|
139
|
$244M
|
| 07 Nov 2025, 10:21:20 |
13F-HR |
Bell & Brown Wealth Advisors, LLC |
2025 Q3
|
72
|
$305M
|
| 06 Nov 2025, 18:02:25 |
13F-HR |
Entruity Wealth, LLC |
2025 Q3
|
42
|
$129M
|
| 07 Nov 2025, 15:45:44 |
13F-HR |
Fairfield University |
2025 Q3
|
3
|
$202M
|
| 06 Nov 2025, 21:20:33 |
13F-HR |
Aberdeen Group plc |
2025 Q3
|
951
|
$63.2B
|
| 07 Nov 2025, 16:52:12 |
13F-HR |
CFO4Life Group, LLC |
2025 Q3
|
234
|
$688M
|
| 07 Nov 2025, 16:03:41 |
13F-HR |
Avestar Capital, LLC |
2025 Q3
|
420
|
$1.4B
|
| 07 Nov 2025, 12:43:13 |
13F-HR |
Beirne Wealth Consulting Services, LLC |
2025 Q3
|
227
|
$417M
|
| 06 Nov 2025, 21:47:52 |
13F-HR |
GenTrust, LLC |
2025 Q3
|
211
|
$2.2B
|
| 06 Nov 2025, 21:47:20 |
13F-HR |
Shepherd Financial Partners LLC |
2025 Q3
|
243
|
$1.05B
|
| 07 Nov 2025, 10:50:20 |
13F-HR |
Glenview Trust Co |
2025 Q3
|
487
|
$6.31B
|
| 07 Nov 2025, 13:24:59 |
13F-HR |
Jacobi Capital Management LLC |
2025 Q3
|
592
|
$1.64B
|
| 07 Nov 2025, 11:43:36 |
13F-HR |
Wealthcare Advisory Partners LLC |
2025 Q3
|
1017
|
$4.8B
|
| 07 Nov 2025, 10:19:51 |
13F-HR |
Cosner Financial Group, LLC |
2025 Q3
|
37
|
$167M
|
| 07 Nov 2025, 12:57:06 |
13F-HR |
Cornerstone Advisory, LLC |
2025 Q3
|
244
|
$1.02B
|
| 06 Nov 2025, 21:38:01 |
13F-HR |
St. Louis Trust Co |
2025 Q3
|
122
|
$802M
|
| 07 Nov 2025, 16:42:51 |
13F-HR |
Piedmont Capital Management, LLC |
2025 Q3
|
53
|
$190M
|
| 07 Nov 2025, 08:04:34 |
13F-HR |
Pelham Capital Ltd. |
2025 Q3
|
12
|
$192M
|
| 06 Nov 2025, 17:36:16 |
13F-HR |
Alphabet Inc. |
2025 Q3
|
37
|
$2.41B
|
| 07 Nov 2025, 08:14:28 |
13F-HR |
Avanda Investment Management Pte. Ltd. |
2025 Q3
|
28
|
$127M
|
| 07 Nov 2025, 11:46:33 |
13F-HR |
Clear Investment Research, Llc |
2025 Q3
|
252
|
$74.6M
|
| 07 Nov 2025, 10:02:40 |
13F-HR |
Capital Planning Advisors, LLC |
2025 Q3
|
143
|
$728M
|
| 07 Nov 2025, 09:30:05 |
13F-HR |
Northwestern Mutual Investment Management Company, Llc |
2025 Q3
|
877
|
$6.91B
|
| 07 Nov 2025, 11:56:46 |
13F-HR |
Arvest Bank Trust Division |
2025 Q3
|
208
|
$1.8B
|
| 06 Nov 2025, 21:33:10 |
13F-HR |
Cidel Asset Management Inc |
2025 Q3
|
357
|
$1.74B
|
| 07 Nov 2025, 11:32:43 |
13F-HR/A |
Merit Financial Group, LLC |
2025 Q3 - Restatement
|
1782
|
$10.9B
|
| 07 Nov 2025, 14:28:45 |
13F-HR |
Graticule Asia Macro Advisors LLC |
2025 Q3
|
2
|
$438M
|
| 07 Nov 2025, 11:47:45 |
13F-HR |
Cardano Risk Management B.V. |
2025 Q3
|
32
|
$9.41B
|
| 07 Nov 2025, 14:20:32 |
13F-HR |
Summer Road Llc |
2025 Q3
|
18
|
$149M
|
| 07 Nov 2025, 07:54:25 |
13F-HR |
Troy Asset Management Ltd |
2025 Q3
|
31
|
$3.89B
|
| 07 Nov 2025, 12:21:32 |
13F-HR/A |
Troy Asset Management Ltd |
2025 Q2 - Restatement
|
31
|
$3.66B
|
| 07 Nov 2025, 12:18:22 |
13F-HR/A |
Troy Asset Management Ltd |
2025 Q1 - Restatement
|
31
|
$3.65B
|
| 07 Nov 2025, 12:14:17 |
13F-HR/A |
Troy Asset Management Ltd |
2024 Q4 - New Holdings
|
1
|
$18.6M
|
| 07 Nov 2025, 12:11:03 |
13F-HR/A |
Troy Asset Management Ltd |
2024 Q3 - New Holdings
|
1
|
$28.4M
|
| 07 Nov 2025, 12:08:36 |
13F-HR/A |
Troy Asset Management Ltd |
2024 Q2 - New Holdings
|
1
|
$18.6M
|
| 07 Nov 2025, 12:05:47 |
13F-HR/A |
Troy Asset Management Ltd |
2024 Q1 - New Holdings
|
1
|
$39.1M
|
| 07 Nov 2025, 12:02:55 |
13F-HR/A |
Troy Asset Management Ltd |
2023 Q4 - New Holdings
|
1
|
$19.8M
|
| 07 Nov 2025, 16:16:57 |
13F-HR |
Signet Financial Management, Llc |
2025 Q3
|
290
|
$861M
|
| 07 Nov 2025, 09:24:24 |
13F-HR |
Amica Retiree Medical Trust |
2025 Q3
|
141
|
$73.2M
|
| 07 Nov 2025, 10:31:08 |
13F-HR |
CROSBY Co OF NEW HAMPSHIRE LLC |
2025 Q3
|
0
|
$0
|
| 07 Nov 2025, 12:22:27 |
13F-HR |
Beta Wealth Group, Inc. |
2025 Q3
|
116
|
$253M
|
| 06 Nov 2025, 18:53:54 |
13F-HR |
Coronation Fund Managers Ltd. |
2025 Q3
|
48
|
$1.92B
|
| 07 Nov 2025, 11:19:40 |
13F-HR |
Swan Global Investments, LLC |
2025 Q3
|
60
|
$2.26B
|
| 07 Nov 2025, 10:55:59 |
13F-HR |
Balentine LLC |
2025 Q3
|
234
|
$2.71B
|
| 07 Nov 2025, 15:50:17 |
13F-HR |
Chicago Capital Management, LLC |
2025 Q3
|
28
|
$89.3M
|
| 07 Nov 2025, 16:10:09 |
13F-HR |
Cumberland Partners Ltd |
2025 Q3
|
162
|
$1.53B
|
| 07 Nov 2025, 12:32:41 |
13F-HR |
W.G. Shaheen & Associates DBA Whitney & Co |
2025 Q3
|
142
|
$1.1B
|
| 07 Nov 2025, 16:31:28 |
13F-HR |
Comgest Global Investors S.A.S. |
2025 Q3
|
60
|
$5.64B
|
| 07 Nov 2025, 11:56:13 |
13F-HR |
Pring Turner Capital Group Inc |
2025 Q3
|
69
|
$164M
|
| 07 Nov 2025, 14:39:26 |
13F-HR |
King Wealth Management Group |
2025 Q3
|
160
|
$789M
|
| 06 Nov 2025, 21:23:58 |
13F-HR |
Divco West Real Estate Services, LLC |
2025 Q3
|
4
|
$108M
|
| 07 Nov 2025, 12:13:46 |
13F-HR |
Spectrum Strategic Capital Management, LLC |
2025 Q3
|
42
|
$167M
|
| 07 Nov 2025, 16:10:03 |
13F-HR |
JW Asset Management, LLC |
2025 Q3
|
17
|
$208M
|
| 06 Nov 2025, 21:34:43 |
13F-HR |
New Harbor Financial Group, LLC |
2025 Q3
|
56
|
$493M
|
| 07 Nov 2025, 12:24:59 |
13F-HR |
PARK CIRCLE Co |
2025 Q3
|
67
|
$115M
|
| 07 Nov 2025, 11:02:50 |
13F-HR |
GoodHaven Capital Management, LLC |
2025 Q3
|
26
|
$311M
|
| 06 Nov 2025, 21:44:37 |
13F-HR |
Glaxis Capital Management, LLC |
2025 Q3
|
48
|
$59.3M
|
| 07 Nov 2025, 10:54:07 |
13F-HR |
Skandinaviska Enskilda Banken AB (publ) |
2025 Q3
|
788
|
$24.9B
|
| 07 Nov 2025, 09:53:04 |
13F-HR |
Zweig-DiMenna Associates LLC |
2025 Q3
|
94
|
$1.29B
|
| 07 Nov 2025, 10:07:17 |
13F-HR |
Tobam |
2025 Q3
|
247
|
$276M
|
| 07 Nov 2025, 16:37:43 |
13F-HR |
Carlyle Group Inc. |
2025 Q3
|
17
|
$4.34B
|
| 07 Nov 2025, 17:30:10 |
13F-HR |
BNP Paribas Asset Management Holding S.A. |
2025 Q3
|
1859
|
$38.5B
|
| 07 Nov 2025, 11:39:42 |
13F-HR |
Wealthcare Capital Management Llc |
2025 Q3
|
83
|
$985M
|
| 07 Nov 2025, 16:40:45 |
13F-HR |
AlpInvest Partners B.V. |
2025 Q3
|
7
|
$39.8M
|
| 07 Nov 2025, 10:06:56 |
13F-HR |
Aft, Forsyth & Company, Inc. |
2025 Q3
|
116
|
$208M
|
| 07 Nov 2025, 07:26:52 |
13F-HR |
Herald Investment Management Ltd |
2025 Q3
|
94
|
$751M
|
| 07 Nov 2025, 12:35:11 |
13F-HR |
Timber Creek Capital Management LLC |
2025 Q3
|
83
|
$414M
|
| 07 Nov 2025, 15:43:21 |
13F-HR |
SG Capital Management LLC |
2025 Q3
|
50
|
$998M
|