| 24 Oct 2025, 20:50:10 UTC |
13F-HR |
Eliot Finkel Investment Counsel, LLC |
2025 Q3
|
33
|
$166M
|
| 24 Oct 2025, 20:21:29 UTC |
13F-HR |
Gradient Capital Advisors, LLC |
2025 Q3
|
167
|
$373M
|
| 24 Oct 2025, 19:44:30 UTC |
13F-HR |
Elite Wealth Management, Inc. |
2025 Q3
|
49
|
$386M
|
| 24 Oct 2025, 19:24:52 UTC |
13F-HR |
Lattice Capital Management, LLC |
2025 Q3
|
23
|
$104M
|
| 24 Oct 2025, 18:45:44 UTC |
13F-HR |
Mowery & Schoenfeld Wealth Management, LLC |
2025 Q3
|
383
|
$58.2M
|
| 24 Oct 2025, 17:47:55 UTC |
13F-HR |
Creekside Partners |
2025 Q3
|
172
|
$227M
|
| 24 Oct 2025, 17:45:15 UTC |
13F-HR |
FIRST HORIZON CORP |
2025 Q3
|
1419
|
$2.13B
|
| 24 Oct 2025, 17:03:35 UTC |
13F-HR |
COLUMBIA ADVISORY PARTNERS LLC |
2025 Q3
|
90
|
$145M
|
| 24 Oct 2025, 17:02:06 UTC |
13F-HR |
rebel Financial LLC |
2025 Q3
|
0
|
$0
|
| 24 Oct 2025, 17:00:46 UTC |
13F-HR |
VICUS CAPITAL |
2025 Q3
|
269
|
$1.31B
|
| 24 Oct 2025, 16:57:17 UTC |
13F-HR |
GODSEY & GIBB, INC |
2025 Q3
|
374
|
$1.13B
|
| 24 Oct 2025, 16:48:43 UTC |
13F-HR |
Pinnacle Bancorp, Inc. |
2025 Q3
|
910
|
$339M
|
| 24 Oct 2025, 16:41:16 UTC |
13F-HR |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q3
|
85
|
$154M
|
| 24 Oct 2025, 16:38:12 UTC |
13F-HR |
TOEWS CORP /ADV |
2025 Q3
|
15
|
$700M
|
| 24 Oct 2025, 16:33:01 UTC |
13F-HR |
MGO ONE SEVEN LLC |
2025 Q3
|
1308
|
$4.32B
|
| 24 Oct 2025, 16:30:09 UTC |
13F-HR |
Nixon Capital, LLC |
2025 Q3
|
25
|
$329M
|
| 24 Oct 2025, 16:16:37 UTC |
13F-HR |
Conestoga Capital Advisors, LLC |
2025 Q3
|
122
|
$6.23B
|
| 24 Oct 2025, 16:14:04 UTC |
13F-HR |
Nexus Investment Management ULC |
2025 Q3
|
70
|
$704M
|
| 24 Oct 2025, 16:12:21 UTC |
13F-HR |
MEEDER ASSET MANAGEMENT INC |
2025 Q3
|
806
|
$1.75B
|
| 24 Oct 2025, 16:10:46 UTC |
13F-HR |
Aventus Investment Advisors, Inc. |
2025 Q2
|
153
|
$111M
|
| 24 Oct 2025, 16:10:35 UTC |
13F-HR/A |
Walmart Inc. |
2025 Q3 - Restatement
|
3
|
$910M
|
| 24 Oct 2025, 16:08:34 UTC |
13F-HR |
ELEVATE WEALTH ADVISORY, INC |
2025 Q3
|
121
|
$138M
|
| 24 Oct 2025, 16:06:15 UTC |
13F-HR |
Aventus Investment Advisors, Inc. |
2025 Q3
|
144
|
$117M
|
| 24 Oct 2025, 16:01:14 UTC |
13F-HR |
CITIZENS FINANCIAL GROUP INC/RI |
2025 Q3
|
796
|
$7.3B
|
| 24 Oct 2025, 15:59:37 UTC |
13F-HR |
Sterneck Capital Management, LLC |
2025 Q3
|
106
|
$215M
|
| 24 Oct 2025, 15:58:30 UTC |
13F-HR |
Meeder Advisory Services, Inc. |
2025 Q3
|
624
|
$2.15B
|
| 24 Oct 2025, 15:57:24 UTC |
13F-HR |
Gibson Capital, LLC |
2025 Q3
|
87
|
$542M
|
| 24 Oct 2025, 15:56:39 UTC |
13F-HR |
Williams Financial, LLC |
2025 Q3
|
17
|
$97M
|
| 24 Oct 2025, 15:56:03 UTC |
13F-HR |
Alley Investment Management Company, LLC |
2025 Q3
|
88
|
$861M
|
| 24 Oct 2025, 15:52:56 UTC |
13F-HR |
Lodestone Wealth Management LLC |
2025 Q3
|
173
|
$222M
|
| 24 Oct 2025, 15:40:37 UTC |
13F-HR |
Westwood Wealth Management |
2025 Q3
|
46
|
$273M
|
| 24 Oct 2025, 15:40:08 UTC |
13F-HR |
PANORAMIC INVESTMENT ADVISORS, LLC |
2025 Q3
|
125
|
$178M
|
| 24 Oct 2025, 15:38:52 UTC |
13F-HR |
Vantage Point Financial LLC |
2025 Q3
|
155
|
$258M
|
| 24 Oct 2025, 15:38:02 UTC |
13F-HR |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2025 Q3
|
527
|
$11.4B
|
| 24 Oct 2025, 15:35:10 UTC |
13F-HR |
Marquette Asset Management, LLC |
2025 Q3
|
700
|
$653M
|
| 24 Oct 2025, 15:28:28 UTC |
13F-HR |
TEMA ETFS LLC |
2025 Q3
|
512
|
$1.2B
|
| 24 Oct 2025, 15:27:42 UTC |
13F-HR |
Oak Wealth Advisors LLC |
2025 Q3
|
59
|
$172M
|
| 24 Oct 2025, 15:25:21 UTC |
13F-HR |
Sovereign Investment Advisors, LLC |
2025 Q3
|
35
|
$367M
|
| 24 Oct 2025, 15:25:21 UTC |
13F-HR |
Madden Advisory Services, Inc. |
2025 Q3
|
107
|
$258M
|
| 24 Oct 2025, 15:24:47 UTC |
13F-HR |
Summit Creek Advisors LLC |
2025 Q3
|
69
|
$686M
|
| 24 Oct 2025, 15:22:31 UTC |
13F-HR |
MorganRosel Wealth Management, LLC |
2025 Q3
|
108
|
$386M
|
| 24 Oct 2025, 15:20:27 UTC |
13F-HR |
IRIDIAN ASSET MANAGEMENT LLC/CT |
2025 Q3
|
43
|
$254M
|
| 24 Oct 2025, 15:15:44 UTC |
13F-HR |
Corundum Trust Company, INC |
2025 Q3
|
127
|
$46.1M
|
| 24 Oct 2025, 15:14:14 UTC |
13F-HR |
Evergreen Private Wealth LLC |
2025 Q3
|
238
|
$247M
|
| 24 Oct 2025, 15:11:41 UTC |
13F-HR |
Shore Point Advisors, LLC |
2025 Q3
|
72
|
$226M
|
| 24 Oct 2025, 15:08:49 UTC |
13F-HR |
ASPIRIANT, LLC |
2025 Q3
|
297
|
$3.27B
|
| 24 Oct 2025, 15:06:05 UTC |
13F-HR |
CONTINUUM WEALTH ADVISORS, LLC |
2025 Q3
|
69
|
$235M
|
| 24 Oct 2025, 15:04:34 UTC |
13F-HR |
Towercrest Capital Management |
2025 Q3
|
99
|
$623M
|
| 24 Oct 2025, 14:41:23 UTC |
13F-HR/A |
FLP Wealth Management, LLC |
2025 Q3 - Restatement
|
57
|
$35.5M
|
| 24 Oct 2025, 14:40:53 UTC |
13F-HR |
Strategent Financial, LLC |
2025 Q3
|
36
|
$140M
|
| 24 Oct 2025, 14:39:50 UTC |
13F-HR |
Corundum Group, Inc. |
2025 Q3
|
102
|
$243M
|
| 24 Oct 2025, 14:39:36 UTC |
13F-HR |
Bristlecone Advisors, LLC |
2025 Q3
|
233
|
$1.2B
|
| 24 Oct 2025, 14:35:13 UTC |
13F-HR |
GENERAL ELECTRIC CO |
2025 Q3
|
1
|
$10.8M
|
| 24 Oct 2025, 14:34:57 UTC |
13F-HR |
AEGON USA Investment Management, LLC |
2025 Q3
|
44
|
$147M
|
| 24 Oct 2025, 14:30:12 UTC |
13F-HR |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2025 Q3
|
1632
|
$51.3B
|
| 24 Oct 2025, 14:29:07 UTC |
13F-HR |
IRON Financial LLC |
2025 Q3
|
139
|
$209M
|
| 24 Oct 2025, 14:22:30 UTC |
13F-HR |
MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q3
|
92
|
$133M
|
| 24 Oct 2025, 14:13:06 UTC |
13F-HR |
Atlantic Edge Private Wealth Management, LLC |
2025 Q3
|
538
|
$389M
|
| 24 Oct 2025, 14:11:48 UTC |
13F-HR |
SWMG, LLC |
2025 Q3
|
110
|
$331M
|
| 24 Oct 2025, 14:08:43 UTC |
13F-HR |
Reliant Investment Management, LLC |
2025 Q3
|
59
|
$264M
|
| 24 Oct 2025, 14:05:09 UTC |
13F-HR |
ARKANSAS FINANCIAL GROUP, INC. |
2025 Q3
|
93
|
$677M
|
| 24 Oct 2025, 14:02:19 UTC |
13F-HR |
CITIZENS & NORTHERN CORP |
2025 Q3
|
121
|
$404M
|
| 24 Oct 2025, 14:00:28 UTC |
13F-HR |
WASHINGTON TRUST BANK |
2025 Q3
|
199
|
$1.36B
|
| 24 Oct 2025, 13:57:19 UTC |
13F-HR |
Opal Wealth Advisors, LLC |
2025 Q3
|
195
|
$359M
|
| 24 Oct 2025, 13:39:41 UTC |
13F-HR |
Berkshire Bank |
2025 Q3
|
162
|
$464M
|
| 24 Oct 2025, 13:34:35 UTC |
13F-HR |
Yoffe Investment Management, LLC |
2025 Q3
|
113
|
$76.9M
|
| 24 Oct 2025, 13:30:29 UTC |
13F-HR |
DELTEC ASSET MANAGEMENT LLC |
2025 Q3
|
206
|
$606M
|
| 24 Oct 2025, 13:30:13 UTC |
13F-HR |
Nationwide Fund Advisors |
2025 Q3
|
10
|
$1.81B
|
| 24 Oct 2025, 13:20:16 UTC |
13F-HR |
Cedar Mountain Advisors, LLC |
2025 Q3
|
693
|
$514M
|
| 24 Oct 2025, 13:05:42 UTC |
13F-HR |
Freedom Day Solutions, LLC |
2025 Q3
|
96
|
$368M
|
| 24 Oct 2025, 12:58:15 UTC |
13F-HR |
Warwick Investment Management, Inc. |
2025 Q3
|
153
|
$576M
|
| 24 Oct 2025, 12:46:16 UTC |
13F-HR |
Covenant Partners, LLC |
2025 Q3
|
135
|
$353M
|
| 24 Oct 2025, 12:41:24 UTC |
13F-HR |
Axis Wealth Partners, LLC |
2025 Q3
|
161
|
$171M
|
| 24 Oct 2025, 12:38:31 UTC |
13F-HR |
Bayforest Capital Ltd |
2025 Q3
|
717
|
$210M
|
| 24 Oct 2025, 12:36:56 UTC |
13F-HR |
Elser Financial Planning, Inc |
2025 Q3
|
69
|
$82.7M
|
| 24 Oct 2025, 12:30:04 UTC |
13F-HR |
One Degree Advisors Inc |
2025 Q3
|
68
|
$326M
|
| 24 Oct 2025, 12:29:11 UTC |
13F-HR |
Solidarity Wealth, LLC |
2025 Q3
|
81
|
$465M
|
| 24 Oct 2025, 12:28:17 UTC |
13F-HR |
CULBERTSON A N & CO INC |
2025 Q3
|
128
|
$707M
|
| 24 Oct 2025, 12:28:11 UTC |
13F-HR |
Trilogy Capital Inc. |
2025 Q3
|
371
|
$2.16B
|
| 24 Oct 2025, 12:22:30 UTC |
13F-HR |
Winthrop Advisory Group LLC |
2025 Q3
|
191
|
$1.14B
|
| 24 Oct 2025, 12:18:01 UTC |
13F-HR |
Olistico Wealth, LLC |
2025 Q3
|
96
|
$189M
|
| 24 Oct 2025, 12:09:57 UTC |
13F-HR |
Oliver Luxxe Assets LLC |
2025 Q3
|
182
|
$632M
|
| 24 Oct 2025, 12:09:24 UTC |
13F-HR |
ASSOCIATED BANC-CORP |
2025 Q3
|
339
|
$3.8B
|
| 24 Oct 2025, 12:05:06 UTC |
13F-HR |
Equita Financial Network, Inc. |
2025 Q3
|
91
|
$296M
|
| 24 Oct 2025, 11:57:31 UTC |
13F-HR |
Phil A. Younker & Associates, Ltd. |
2025 Q3
|
33
|
$131M
|
| 24 Oct 2025, 11:54:15 UTC |
13F-HR |
Cannon Advisors, Inc. |
2025 Q3
|
83
|
$149M
|
| 24 Oct 2025, 11:44:07 UTC |
13F-HR |
Tandem Investment Partners LLC |
2025 Q3
|
69
|
$122M
|
| 24 Oct 2025, 11:41:17 UTC |
13F-HR |
Forum Financial Management, LP |
2025 Q3
|
1008
|
$7.31B
|
| 24 Oct 2025, 11:21:25 UTC |
13F-HR |
CGC Financial Services, LLC |
2025 Q3
|
343
|
$363M
|
| 24 Oct 2025, 11:18:08 UTC |
13F-HR |
Ball & Co Wealth Management Inc. |
2025 Q3
|
80
|
$150M
|
| 24 Oct 2025, 11:18:08 UTC |
13F-HR |
PHILLIPS FINANCIAL MANAGEMENT, LLC |
2025 Q3
|
305
|
$1.52B
|
| 24 Oct 2025, 11:11:02 UTC |
13F-HR |
Monument Group Wealth Advisors, LLC |
2025 Q3
|
47
|
$170M
|
| 24 Oct 2025, 11:08:20 UTC |
13F-HR |
Hemington Wealth Management |
2025 Q3
|
1509
|
$769M
|
| 24 Oct 2025, 10:54:40 UTC |
13F-HR |
ORG Wealth Partners, LLC |
2025 Q3
|
625
|
$470M
|
| 24 Oct 2025, 10:50:22 UTC |
13F-HR |
Stonehearth Capital Management, LLC |
2025 Q3
|
95
|
$258M
|
| 24 Oct 2025, 10:46:30 UTC |
13F-HR |
Avion Wealth |
2025 Q3
|
1142
|
$466M
|
| 24 Oct 2025, 10:44:04 UTC |
13F-HR |
Steele Capital Management, Inc. |
2025 Q3
|
82
|
$2.25B
|
| 24 Oct 2025, 10:43:49 UTC |
13F-HR |
MIRAE ASSET SECURITIES (USA) INC. |
2025 Q3
|
88
|
$2.28B
|
| 24 Oct 2025, 10:43:41 UTC |
13F-HR |
Cross Staff Investments Inc |
2025 Q3
|
126
|
$143M
|
| 24 Oct 2025, 10:42:40 UTC |
13F-HR |
Liquid Strategies, LLC |
2025 Q3
|
7
|
$486M
|