| 30 Oct 2025, 08:50:27 UTC |
13F-HR |
Berkeley, Inc |
2025 Q3
|
75
|
$311M
|
| 30 Oct 2025, 08:46:38 UTC |
13F-HR |
FSA Investment Group, LLC |
2025 Q3
|
40
|
$160M
|
| 30 Oct 2025, 08:42:18 UTC |
13F-HR |
Samalin Investment Counsel, LLC |
2025 Q3
|
327
|
$290M
|
| 30 Oct 2025, 06:53:42 UTC |
13F-HR |
All-Stars Investment Ltd |
2025 Q3
|
4
|
$327M
|
| 30 Oct 2025, 06:01:33 UTC |
13F-HR |
Migdal Insurance & Financial Holdings Ltd. |
2025 Q3
|
323
|
$9.29B
|
| 29 Oct 2025, 21:35:22 UTC |
13F-HR |
HMS Capital Management, LLC |
2025 Q3
|
107
|
$238M
|
| 29 Oct 2025, 21:14:16 UTC |
13F-HR |
TMT General Partner Ltd |
2025 Q3
|
3
|
$378M
|
| 29 Oct 2025, 21:11:20 UTC |
13F-HR |
Patient Capital Management, LLC |
2025 Q3
|
41
|
$2.5B
|
| 29 Oct 2025, 21:10:40 UTC |
13F-HR |
Vest Financial, LLC |
2025 Q3
|
414
|
$7.66B
|
| 29 Oct 2025, 21:09:49 UTC |
13F-HR |
Arrow Investment Advisors, LLC |
2025 Q3
|
53
|
$90.6M
|
| 29 Oct 2025, 21:08:59 UTC |
13F-HR |
Forvis Mazars Wealth Advisors, LLC |
2025 Q3
|
402
|
$5.04B
|
| 29 Oct 2025, 21:08:27 UTC |
13F-HR |
Adaptive Financial Consulting, LLC |
2025 Q3
|
19
|
$250M
|
| 29 Oct 2025, 21:07:54 UTC |
13F-HR |
Shared Vision Wealth Group LLC |
2025 Q3
|
98
|
$236M
|
| 29 Oct 2025, 21:07:09 UTC |
13F-HR |
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2025 Q3
|
38
|
$143M
|
| 29 Oct 2025, 21:06:35 UTC |
13F-HR |
Williams & Novak, LLC |
2025 Q3
|
140
|
$130M
|
| 29 Oct 2025, 21:05:53 UTC |
13F-HR |
Joel Isaacson & Co., LLC |
2025 Q3
|
446
|
$2.77B
|
| 29 Oct 2025, 21:03:34 UTC |
13F-HR |
Allegiance Financial Group Advisory Services LLC |
2025 Q3
|
164
|
$435M
|
| 29 Oct 2025, 21:03:02 UTC |
13F-HR |
Impact Investors, Inc |
2025 Q3
|
103
|
$152M
|
| 29 Oct 2025, 21:02:08 UTC |
13F-HR |
Waldron Private Wealth LLC |
2025 Q3
|
313
|
$2.47B
|
| 29 Oct 2025, 21:00:55 UTC |
13F-HR |
DORVAL Corp |
2025 Q3
|
42
|
$302M
|
| 29 Oct 2025, 21:00:35 UTC |
13F-HR |
Silver Coast Investments LLC |
2025 Q3
|
114
|
$291M
|
| 29 Oct 2025, 20:59:51 UTC |
13F-HR |
Lanham O'Dell & Company, Inc. |
2025 Q3
|
45
|
$314M
|
| 29 Oct 2025, 20:34:33 UTC |
13F-HR |
Schoolcraft Capital LLC |
2025 Q3
|
65
|
$500M
|
| 29 Oct 2025, 20:03:06 UTC |
13F-HR |
Demars Financial Group, LLC |
2025 Q3
|
94
|
$289M
|
| 29 Oct 2025, 19:24:14 UTC |
13F-HR |
Variant Private Wealth, LLC |
2025 Q3
|
38
|
$108M
|
| 29 Oct 2025, 19:21:07 UTC |
13F-HR |
Chicago Partners Investment Group LLC |
2025 Q3
|
1218
|
$3.79B
|
| 29 Oct 2025, 19:04:42 UTC |
13F-HR |
Mizuho Securities Co. Ltd. |
2025 Q3
|
43
|
$14.6M
|
| 29 Oct 2025, 18:50:50 UTC |
13F-HR |
Huntleigh Advisors, Inc. |
2025 Q3
|
278
|
$586M
|
| 29 Oct 2025, 18:20:42 UTC |
13F-HR |
JDH Wealth Management, LLC |
2025 Q3
|
51
|
$141M
|
| 29 Oct 2025, 18:15:48 UTC |
13F-HR |
R.H. Investment Group, LLC |
2025 Q3
|
33
|
$115M
|
| 29 Oct 2025, 17:43:04 UTC |
13F-HR |
Canopy Partners, LLC |
2025 Q3
|
235
|
$299M
|
| 29 Oct 2025, 17:30:58 UTC |
13F-HR |
Boomfish Wealth Group, LLC |
2025 Q3
|
87
|
$185M
|
| 29 Oct 2025, 17:24:01 UTC |
13F-HR |
Grey Fox Wealth Advisors, LLC |
2025 Q3
|
658
|
$490M
|
| 29 Oct 2025, 17:05:57 UTC |
13F-HR |
Sugar Maple Asset Management, LLC |
2025 Q3
|
80
|
$140M
|
| 29 Oct 2025, 17:04:30 UTC |
13F-HR |
Lindenstone AG |
2025 Q3
|
0
|
$0
|
| 29 Oct 2025, 17:02:18 UTC |
13F-HR |
Aspire Private Capital, LLC |
2025 Q3
|
189
|
$472M
|
| 29 Oct 2025, 16:58:27 UTC |
13F-HR |
Marquard & Bahls AG |
2025 Q3
|
0
|
$0
|
| 29 Oct 2025, 16:57:08 UTC |
13F-HR |
BANK OF STOCKTON |
2025 Q3
|
140
|
$351M
|
| 29 Oct 2025, 16:53:47 UTC |
13F-HR |
Mill Capital Management, LLC |
2025 Q3
|
122
|
$1.35B
|
| 29 Oct 2025, 16:51:29 UTC |
13F-HR |
Triasima Portfolio Management inc. |
2025 Q3
|
149
|
$663M
|
| 29 Oct 2025, 16:50:31 UTC |
13F-HR |
MAGNOLIA GROUP, LLC |
2025 Q3
|
11
|
$631M
|
| 29 Oct 2025, 16:46:08 UTC |
13F-HR |
Sage Mountain Advisors LLC |
2025 Q3
|
547
|
$1.75B
|
| 29 Oct 2025, 16:42:39 UTC |
13F-HR |
Rede Wealth, LLC |
2025 Q3
|
109
|
$127M
|
| 29 Oct 2025, 16:42:01 UTC |
13F-HR |
AXIS CAPITAL HOLDINGS LTD |
2025 Q3
|
2
|
$264M
|
| 29 Oct 2025, 16:32:43 UTC |
13F-HR |
Scissortail Wealth Management, LLC |
2025 Q3
|
116
|
$459M
|
| 29 Oct 2025, 16:31:53 UTC |
13F-HR |
Skorpios Trust |
2025 Q3
|
2
|
$53.2M
|
| 29 Oct 2025, 16:21:48 UTC |
13F-HR |
FIRST INTERSTATE BANK |
2025 Q3
|
201
|
$1.81B
|
| 29 Oct 2025, 16:21:04 UTC |
13F-HR |
Rolek Wealth Management LLC |
2025 Q3
|
16
|
$133M
|
| 29 Oct 2025, 16:20:16 UTC |
13F-HR |
Coalescence Partners Investment Management, LP |
2025 Q3
|
12
|
$379M
|
| 29 Oct 2025, 16:18:10 UTC |
13F-HR |
McAdam, LLC |
2025 Q3
|
394
|
$2.03B
|
| 29 Oct 2025, 16:17:08 UTC |
13F-HR |
MIDDLETON & CO INC/MA |
2025 Q3
|
166
|
$925M
|
| 29 Oct 2025, 16:11:19 UTC |
13F-HR |
FLOYD FINANCIAL GROUP LLC |
2025 Q3
|
60
|
$135M
|
| 29 Oct 2025, 16:10:24 UTC |
13F-HR |
Vert Asset Management LLC |
2025 Q3
|
45
|
$297M
|
| 29 Oct 2025, 16:09:17 UTC |
13F-HR |
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2025 Q3
|
79
|
$273M
|
| 29 Oct 2025, 16:06:29 UTC |
13F-HR |
SEIZERT CAPITAL PARTNERS, LLC |
2025 Q3
|
170
|
$2.31B
|
| 29 Oct 2025, 16:00:24 UTC |
13F-HR |
LDR Capital Management LLC |
2025 Q3
|
34
|
$68.1M
|
| 29 Oct 2025, 15:57:10 UTC |
13F-HR |
CASCADE INVESTMENT GROUP, INC. |
2025 Q3
|
146
|
$151M
|
| 29 Oct 2025, 15:54:52 UTC |
13F-HR |
Dynasty Wealth Management, LLC |
2025 Q3
|
303
|
$7.49B
|
| 29 Oct 2025, 15:53:14 UTC |
13F-HR |
JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2025 Q3
|
277
|
$986M
|
| 29 Oct 2025, 15:52:03 UTC |
13F-HR |
VAUGHAN DAVID INVESTMENTS LLC/IL |
2025 Q3
|
227
|
$4.64B
|
| 29 Oct 2025, 15:47:34 UTC |
13F-HR |
Global View Capital Management LLC |
2025 Q3
|
136
|
$471M
|
| 29 Oct 2025, 15:46:41 UTC |
13F-HR |
BloombergSen Inc. |
2025 Q3
|
30
|
$1.18B
|
| 29 Oct 2025, 15:46:24 UTC |
13F-HR |
Platform Technology Partners |
2025 Q3
|
256
|
$417M
|
| 29 Oct 2025, 15:42:43 UTC |
13F-HR |
Inscription Capital, LLC |
2025 Q3
|
638
|
$928M
|
| 29 Oct 2025, 15:40:19 UTC |
13F-HR/A |
Live Oak Investment Partners |
2025 Q3 - Restatement
|
82
|
$151M
|
| 29 Oct 2025, 15:35:20 UTC |
13F-HR |
Americana Partners, LLC |
2025 Q3
|
457
|
$3.32B
|
| 29 Oct 2025, 15:20:03 UTC |
13F-HR |
CALIFORNIA FIRST LEASING CORP |
2025 Q3
|
44
|
$273M
|
| 29 Oct 2025, 15:17:53 UTC |
13F-HR |
PROFESSIONAL ADVISORY SERVICES INC |
2025 Q3
|
81
|
$768M
|
| 29 Oct 2025, 15:14:40 UTC |
13F-HR |
Matisse Capital |
2025 Q3
|
164
|
$222M
|
| 29 Oct 2025, 15:04:13 UTC |
13F-HR |
NORTHWESTERN UNIVERSITY |
2025 Q3
|
4
|
$56.6M
|
| 29 Oct 2025, 15:03:18 UTC |
13F-HR |
Root Financial Partners, LLC |
2025 Q3
|
2293
|
$1.62B
|
| 29 Oct 2025, 15:03:11 UTC |
13F-HR |
QTR Family Wealth, LLC |
2025 Q3
|
255
|
$211M
|
| 29 Oct 2025, 15:00:36 UTC |
13F-HR |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
2025 Q3
|
79
|
$2.26B
|
| 29 Oct 2025, 14:58:11 UTC |
13F-HR/A |
Scott & Selber, Inc. |
2025 Q3 - Restatement
|
94
|
$393M
|
| 29 Oct 2025, 14:56:35 UTC |
13F-HR |
LEE DANNER & BASS INC |
2025 Q3
|
233
|
$1.37B
|
| 29 Oct 2025, 14:54:50 UTC |
13F-HR |
CALDWELL SUTTER CAPITAL, INC. |
2025 Q3
|
869
|
$234M
|
| 29 Oct 2025, 14:49:13 UTC |
13F-HR |
GKV Capital Management Co., Inc. |
2025 Q3
|
86
|
$253M
|
| 29 Oct 2025, 14:48:33 UTC |
13F-HR |
HORIZON BANCORP INC /IN/ |
2025 Q3
|
183
|
$210M
|
| 29 Oct 2025, 14:43:04 UTC |
13F-HR |
Providence First Trust Co |
2025 Q3
|
110
|
$288M
|
| 29 Oct 2025, 14:41:46 UTC |
13F-HR |
PARSONS CAPITAL MANAGEMENT INC/RI |
2025 Q3
|
458
|
$1.76B
|
| 29 Oct 2025, 14:41:40 UTC |
13F-HR |
BIRINYI ASSOCIATES INC |
2025 Q3
|
57
|
$392M
|
| 29 Oct 2025, 14:41:37 UTC |
13F-HR |
Portfolio Strategies, Inc. |
2025 Q3
|
63
|
$860M
|
| 29 Oct 2025, 14:41:14 UTC |
13F-HR |
William B. Walkup & Associates, Inc. |
2025 Q3
|
162
|
$187M
|
| 29 Oct 2025, 14:36:50 UTC |
13F-HR |
Slow Capital, Inc. |
2025 Q3
|
118
|
$851M
|
| 29 Oct 2025, 14:36:49 UTC |
13F-HR |
Dynamic Wealth Strategies, LLC |
2025 Q3
|
240
|
$150M
|
| 29 Oct 2025, 14:35:25 UTC |
13F-HR |
BCM ADVISORS, LLC |
2025 Q3
|
74
|
$494M
|
| 29 Oct 2025, 14:33:23 UTC |
13F-HR |
Fisher Funds Management LTD |
2025 Q3
|
160
|
$3.79B
|
| 29 Oct 2025, 14:27:40 UTC |
13F-HR |
Arkadios Wealth Advisors |
2025 Q3
|
1386
|
$4.08B
|
| 29 Oct 2025, 14:24:42 UTC |
13F-HR |
Frontier Asset Management, LLC |
2025 Q3
|
74
|
$400M
|
| 29 Oct 2025, 14:23:17 UTC |
13F-HR |
FWG Investments, LLC. |
2025 Q3
|
104
|
$146M
|
| 29 Oct 2025, 14:22:25 UTC |
13F-HR |
Turtle Creek Wealth Advisors, LLC |
2025 Q3
|
365
|
$1.12B
|
| 29 Oct 2025, 14:19:22 UTC |
13F-HR |
VISTA INVESTMENT PARTNERS II, LLC |
2025 Q3
|
143
|
$214M
|
| 29 Oct 2025, 14:02:06 UTC |
13F-HR |
DIAMANT ASSET MANAGEMENT, INC. |
2025 Q3
|
71
|
$136M
|
| 29 Oct 2025, 14:00:34 UTC |
13F-HR |
Merkkuri Wealth Advisors LLC |
2025 Q3
|
80
|
$138M
|
| 29 Oct 2025, 14:00:18 UTC |
13F-HR |
Robinson Value Management, Ltd. |
2025 Q3
|
71
|
$172M
|
| 29 Oct 2025, 13:58:01 UTC |
13F-HR |
St. James Investment Company, LLC |
2025 Q3
|
30
|
$637M
|
| 29 Oct 2025, 13:53:57 UTC |
13F-HR |
Cravens & Co Advisors, LLC |
2025 Q3
|
58
|
$146M
|
| 29 Oct 2025, 13:44:56 UTC |
13F-HR |
Northland Capital Management LLC |
2025 Q3
|
30
|
$171M
|
| 29 Oct 2025, 13:37:29 UTC |
13F-HR |
Element Wealth, LLC |
2025 Q3
|
195
|
$229M
|
| 29 Oct 2025, 13:28:14 UTC |
13F-HR |
Nordwand Advisors, LLC |
2025 Q3
|
155
|
$631M
|