| 06 Nov 2025, 11:06:19 UTC |
13F-HR |
Glassy Mountain Advisors, Inc. |
2025 Q3
|
79
|
$332M
|
| 05 Nov 2025, 19:51:17 UTC |
13F-HR |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q3
|
41
|
$404M
|
| 05 Nov 2025, 20:53:33 UTC |
13F-HR |
Sozo Ventures GP II, L.P. |
2025 Q3
|
1
|
$1.33M
|
| 06 Nov 2025, 09:35:53 UTC |
13F-HR |
QVIDTVM Management LLC |
2025 Q3
|
8
|
$91.7M
|
| 05 Nov 2025, 21:40:51 UTC |
13F-HR |
Meixler Investment Management, Ltd. |
2025 Q3
|
99
|
$163M
|
| 06 Nov 2025, 16:45:40 UTC |
13F-HR |
G2 CAPITAL MANAGEMENT, LLC / OH |
2025 Q3
|
70
|
$396M
|
| 06 Nov 2025, 16:36:04 UTC |
13F-HR |
DRAVO BAY LLC |
2025 Q3
|
48
|
$226M
|
| 05 Nov 2025, 19:27:37 UTC |
13F-HR |
Paradigm Capital Management, LLC/NV |
2025 Q3
|
60
|
$101M
|
| 06 Nov 2025, 17:11:59 UTC |
13F-HR |
Carson Advisory Inc. |
2025 Q3
|
173
|
$185M
|
| 06 Nov 2025, 14:27:34 UTC |
13F-HR |
Echo45 Advisors LLC |
2025 Q3
|
58
|
$171M
|
| 06 Nov 2025, 15:18:01 UTC |
13F-HR |
Missouri Trust & Investment Co |
2025 Q3
|
412
|
$338M
|
| 06 Nov 2025, 16:26:40 UTC |
13F-HR |
REVERENCE CAPITAL PARTNERS, L.P. |
2025 Q3
|
1
|
$416M
|
| 06 Nov 2025, 15:06:59 UTC |
13F-HR |
Stegner Investment Associates Inc. |
2025 Q3
|
34
|
$182M
|
| 06 Nov 2025, 17:06:17 UTC |
13F-HR |
PACK Private Wealth, LLC |
2025 Q3
|
55
|
$212M
|
| 06 Nov 2025, 16:40:37 UTC |
13F-HR |
Eagle Bluffs Wealth Management LLC |
2025 Q3
|
77
|
$232M
|
| 06 Nov 2025, 16:28:48 UTC |
13F-HR |
Aspire Capital Advisors LLC |
2025 Q3
|
116
|
$405M
|
| 06 Nov 2025, 12:13:21 UTC |
13F-HR |
Endowment Wealth Management, Inc. |
2025 Q3
|
156
|
$220M
|
| 06 Nov 2025, 15:44:45 UTC |
13F-HR |
Ameritas Advisory Services, LLC |
2025 Q3
|
2104
|
$1.53B
|
| 06 Nov 2025, 06:32:26 UTC |
13F-HR |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
2025 Q3
|
19
|
$35.3M
|
| 06 Nov 2025, 11:40:46 UTC |
13F-HR |
MAINSAIL MANAGEMENT COMPANY, LLC |
2025 Q3
|
1
|
$66M
|
| 06 Nov 2025, 11:15:46 UTC |
13F-HR |
Alfreton Capital LLP |
2025 Q3
|
4
|
$231M
|
| 06 Nov 2025, 11:50:45 UTC |
13F-HR |
PSG Equity L.L.C. |
2025 Q3
|
1
|
$951M
|
| 06 Nov 2025, 16:13:12 UTC |
13F-HR |
Allianz Investment Management U.S. LLC |
2025 Q3
|
65
|
$2.68B
|
| 05 Nov 2025, 17:38:00 UTC |
13F-HR |
Spectrum Investment Advisors, Inc. |
2025 Q3
|
30
|
$185M
|
| 06 Nov 2025, 16:55:54 UTC |
13F-HR |
Naviter Wealth, LLC |
2025 Q3
|
260
|
$859M
|
| 06 Nov 2025, 13:16:37 UTC |
13F-HR |
Willis Johnson & Associates, Inc. |
2025 Q3
|
185
|
$1.61B
|
| 06 Nov 2025, 13:52:47 UTC |
13F-HR |
Tacita Capital Inc |
2025 Q3
|
213
|
$165M
|
| 06 Nov 2025, 12:52:58 UTC |
13F-HR |
True Link Financial Advisors, LLC |
2025 Q3
|
92
|
$1.55B
|
| 06 Nov 2025, 16:37:09 UTC |
13F-HR |
Cadence Wealth Management LLC |
2025 Q3
|
58
|
$191M
|
| 06 Nov 2025, 13:15:40 UTC |
13F-HR |
Allegheny Financial Group |
2025 Q3
|
263
|
$535M
|
| 06 Nov 2025, 12:57:14 UTC |
13F-HR |
Vantage Consulting Group Inc |
2025 Q3
|
3
|
$11.2M
|
| 06 Nov 2025, 16:39:51 UTC |
13F-HR |
Choice Wealth Advisors, LLC |
2025 Q3
|
32
|
$233M
|
| 05 Nov 2025, 18:03:38 UTC |
13F-HR |
AlTi Global, Inc. |
2025 Q3
|
430
|
$4.26B
|
| 06 Nov 2025, 10:37:38 UTC |
13F-HR |
Wealthstream Advisors, Inc. |
2025 Q3
|
204
|
$661M
|
| 06 Nov 2025, 11:06:31 UTC |
13F-HR |
Annie E. Casey Foundation, Inc. |
2025 Q3
|
1
|
$35.2M
|
| 06 Nov 2025, 12:17:54 UTC |
13F-HR |
SEAVIEW INVESTMENT MANAGERS LLC |
2025 Q3
|
75
|
$271M
|
| 06 Nov 2025, 13:03:13 UTC |
13F-HR |
Mechanics Financial Corp |
2025 Q3
|
240
|
$264M
|
| 05 Nov 2025, 21:13:06 UTC |
13F-HR |
ONE Advisory Partners, LLC |
2025 Q3
|
67
|
$326M
|
| 06 Nov 2025, 13:19:57 UTC |
13F-HR |
Onyx Bridge Wealth Group LLC |
2025 Q3
|
367
|
$920M
|
| 06 Nov 2025, 16:50:30 UTC |
13F-HR |
Horizon Wealth Management, LLC |
2025 Q3
|
126
|
$681M
|
| 06 Nov 2025, 11:43:02 UTC |
13F-HR |
1623 Capital LLC |
2025 Q3
|
0
|
$0
|
| 06 Nov 2025, 08:39:55 UTC |
13F-HR |
Harpswell Capital Advisors, LLC |
2025 Q3
|
35
|
$105M
|
| 05 Nov 2025, 21:45:53 UTC |
13F-HR |
Tempus Wealth Planning, LLC |
2025 Q3
|
276
|
$436M
|
| 06 Nov 2025, 11:52:06 UTC |
13F-HR |
Center for Financial Planning, Inc. |
2025 Q3
|
660
|
$936M
|
| 06 Nov 2025, 14:35:56 UTC |
13F-HR |
1776 Wealth LLC |
2025 Q3
|
140
|
$259M
|
| 06 Nov 2025, 15:34:02 UTC |
13F-HR |
Indie Asset Partners, LLC |
2025 Q3
|
78
|
$75.1M
|
| 06 Nov 2025, 15:42:31 UTC |
13F-HR |
PFG Private Wealth Management, LLC |
2025 Q3
|
117
|
$224M
|
| 06 Nov 2025, 16:18:27 UTC |
13F-HR |
Freemont Capital Pte Ltd |
2025 Q3
|
11
|
$4.58B
|
| 06 Nov 2025, 13:33:40 UTC |
13F-HR |
CBIZ Investment Advisory Services, LLC |
2025 Q3
|
661
|
$2.55B
|
| 06 Nov 2025, 14:29:12 UTC |
13F-HR |
ICW Investment Advisors LLC |
2025 Q3
|
143
|
$274M
|
| 05 Nov 2025, 17:35:39 UTC |
13F-HR |
IFG Advisors, LLC |
2025 Q3
|
150
|
$613M
|
| 06 Nov 2025, 07:54:31 UTC |
13F-HR |
Standpoint Asset Management, LLC |
2025 Q3
|
8
|
$442M
|
| 06 Nov 2025, 16:49:45 UTC |
13F-HR |
Hi-Line Capital Management, LLC |
2025 Q3
|
39
|
$317M
|
| 05 Nov 2025, 21:29:37 UTC |
13F-HR |
Waterfront Wealth Inc. |
2025 Q3
|
268
|
$488M
|
| 05 Nov 2025, 19:24:42 UTC |
13F-HR |
Western Wealth Management, LLC |
2025 Q3
|
760
|
$1.89B
|
| 06 Nov 2025, 16:56:51 UTC |
13F-HR |
New World Advisors LLC |
2025 Q3
|
77
|
$546M
|
| 05 Nov 2025, 17:44:15 UTC |
13F-HR |
MA Private Wealth |
2025 Q3
|
80
|
$595M
|
| 05 Nov 2025, 17:42:06 UTC |
13F-HR |
Lantz Financial LLC |
2025 Q3
|
241
|
$452M
|
| 06 Nov 2025, 11:52:28 UTC |
13F-HR |
Signet Investment Advisory Group, Inc. |
2025 Q3
|
70
|
$208M
|
| 06 Nov 2025, 10:48:51 UTC |
13F-HR |
TRUEFG, LLC |
2025 Q3
|
63
|
$362M
|
| 06 Nov 2025, 08:22:17 UTC |
13F-HR |
Wealthfront Advisers LLC |
2025 Q3
|
1007
|
$42.6B
|
| 06 Nov 2025, 10:33:01 UTC |
13F-HR |
Costello Asset Management, INC |
2025 Q3
|
664
|
$299M
|
| 06 Nov 2025, 11:38:13 UTC |
13F-HR |
MQS Management LLC |
2025 Q3
|
404
|
$171M
|
| 06 Nov 2025, 16:59:53 UTC |
13F-HR |
Oxinas Partners Wealth Management LLC |
2025 Q3
|
122
|
$187M
|
| 05 Nov 2025, 20:35:29 UTC |
13F-HR |
OPTIMAS CAPITAL Ltd |
2025 Q3
|
29
|
$158M
|
| 06 Nov 2025, 11:13:05 UTC |
13F-HR |
Impax Asset Management Group plc |
2025 Q3
|
275
|
$17.1B
|
| 05 Nov 2025, 21:24:08 UTC |
13F-HR |
Sunesis Advisors, LLC |
2025 Q3
|
51
|
$214M
|
| 06 Nov 2025, 07:31:42 UTC |
13F-HR |
CloudAlpha Capital Management Limited/Hong Kong |
2025 Q3
|
33
|
$1.11B
|
| 05 Nov 2025, 21:34:01 UTC |
13F-HR |
GABLES CAPITAL MANAGEMENT INC. |
2025 Q3
|
458
|
$233M
|
| 05 Nov 2025, 18:07:34 UTC |
13F-HR |
Centerpoint Advisors, LLC |
2025 Q3
|
440
|
$322M
|
| 06 Nov 2025, 09:32:51 UTC |
13F-HR |
GUARDCAP ASSET MANAGEMENT Ltd |
2025 Q3
|
27
|
$4.31B
|
| 06 Nov 2025, 14:11:36 UTC |
13F-HR |
Elmwood Wealth Management, Inc. |
2025 Q3
|
140
|
$282M
|
| 05 Nov 2025, 18:51:21 UTC |
13F-HR |
D.B. Root & Company, LLC |
2025 Q3
|
182
|
$394M
|
| 06 Nov 2025, 10:36:03 UTC |
13F-HR |
Providence Capital Advisors, LLC |
2025 Q3
|
220
|
$577M
|
| 06 Nov 2025, 15:22:10 UTC |
13F-HR |
Financial Advocates Investment Management |
2025 Q3
|
104
|
$177M
|
| 05 Nov 2025, 18:00:04 UTC |
13F-HR |
LexAurum Advisors, LLC |
2025 Q3
|
374
|
$705M
|
| 06 Nov 2025, 17:19:26 UTC |
13F-HR |
DDD Partners, LLC |
2025 Q3
|
129
|
$1.57B
|
| 05 Nov 2025, 21:47:39 UTC |
13F-HR |
Francis Financial, Inc. |
2025 Q3
|
173
|
$492M
|
| 06 Nov 2025, 08:17:13 UTC |
13F-HR |
Syncona Portfolio Ltd |
2025 Q3
|
2
|
$27.7M
|
| 05 Nov 2025, 17:54:36 UTC |
13F-HR |
Legacy Financial Strategies, LLC |
2025 Q3
|
135
|
$554M
|
| 06 Nov 2025, 17:02:06 UTC |
13F-HR |
Compass Advisory Group LLC |
2025 Q3
|
82
|
$356M
|
| 06 Nov 2025, 14:48:22 UTC |
13F-HR |
Gs Investments, Inc. |
2025 Q3
|
114
|
$202M
|
| 05 Nov 2025, 20:39:08 UTC |
13F-HR |
Green Court Capital Management Ltd |
2025 Q3
|
4
|
$220M
|
| 05 Nov 2025, 20:18:24 UTC |
13F-HR |
AJU IB Investment Co., Ltd. |
2025 Q3
|
7
|
$115M
|
| 06 Nov 2025, 11:43:04 UTC |
13F-HR |
Stratos Investment Management, LLC |
2025 Q3
|
356
|
$2.42B
|
| 06 Nov 2025, 11:43:52 UTC |
13F-HR |
Stratos Wealth Advisors, LLC |
2025 Q3
|
677
|
$2.08B
|
| 06 Nov 2025, 14:25:11 UTC |
13F-HR |
Varma Mutual Pension Insurance Co |
2025 Q3
|
312
|
$15.6B
|
| 06 Nov 2025, 16:01:47 UTC |
13F-HR |
CAMDEN NATIONAL BANK |
2025 Q3
|
164
|
$715M
|
| 06 Nov 2025, 12:13:13 UTC |
13F-HR |
Sanchez Wealth Management Group |
2025 Q3
|
48
|
$450M
|
| 05 Nov 2025, 18:10:19 UTC |
13F-HR |
Broadview Financial Management, LLC |
2025 Q3
|
41
|
$148M
|
| 06 Nov 2025, 16:43:22 UTC |
13F-HR |
Fusion Family Wealth LLC |
2025 Q3
|
47
|
$1.25B
|
| 06 Nov 2025, 16:57:44 UTC |
13F-HR |
Omnia Family Wealth, LLC |
2025 Q3
|
101
|
$308M
|
| 06 Nov 2025, 16:47:33 UTC |
13F-HR |
LYELL WEALTH MANAGEMENT, LP |
2025 Q3
|
211
|
$1.35B
|
| 06 Nov 2025, 06:38:07 UTC |
13F-HR |
WESCAP Management Group, Inc. |
2025 Q3
|
103
|
$476M
|
| 06 Nov 2025, 08:42:22 UTC |
13F-HR |
Mandatum Life Insurance Co Ltd |
2025 Q3
|
81
|
$419M
|
| 06 Nov 2025, 12:08:40 UTC |
13F-HR |
Krilogy Financial LLC |
2025 Q3
|
861
|
$2.66B
|
| 06 Nov 2025, 09:43:16 UTC |
13F-HR |
Versor Investments LP |
2025 Q3
|
606
|
$543M
|
| 06 Nov 2025, 15:27:58 UTC |
13F-HR |
12th Street Asset Management Company, LLC |
2025 Q3
|
30
|
$591M
|
| 05 Nov 2025, 21:19:33 UTC |
13F-HR |
RFG Advisory, LLC |
2025 Q3
|
950
|
$4.84B
|
| 06 Nov 2025, 17:20:19 UTC |
13F-HR |
Leisure Capital Management |
2025 Q3
|
142
|
$292M
|