| 08 Jan 2026, 08:44:36 UTC |
13F-HR |
GSG Advisors LLC |
2025 Q4
|
134
|
$387,408,534
|
| 08 Jan 2026, 08:44:18 UTC |
13F-HR |
INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q4
|
60
|
$150,420,930
|
| 08 Jan 2026, 08:42:15 UTC |
13F-HR |
Tuttle Capital Management, LLC |
2025 Q4
|
101
|
$45,218,116
|
| 08 Jan 2026, 07:04:52 UTC |
13F-HR |
NORDEA INVESTMENT MANAGEMENT AB |
2025 Q4
|
859
|
$116,449,456,925
|
| 07 Jan 2026, 20:57:51 UTC |
13F-HR |
Neumann Advisory Hong Kong Ltd |
2025 Q4
|
7
|
$377,825,000
|
| 07 Jan 2026, 20:30:01 UTC |
13F-HR |
GuoLine Advisory Pte Ltd |
2025 Q4
|
23
|
$1,087,386,648
|
| 07 Jan 2026, 18:39:08 UTC |
13F-HR |
American National Bank of Texas |
2025 Q4
|
57
|
$104,112,664
|
| 07 Jan 2026, 18:33:26 UTC |
13F-HR |
Occidental Asset Management, LLC |
2025 Q4
|
292
|
$832,240,554
|
| 07 Jan 2026, 18:08:42 UTC |
13F-HR |
Value Partners Investments Inc. |
2025 Q4
|
100
|
$1,304,170,259
|
| 07 Jan 2026, 17:50:55 UTC |
13F-HR |
Charis Legacy Partners, LLC |
2025 Q4
|
26
|
$67,758,440
|
| 07 Jan 2026, 17:36:14 UTC |
13F-HR |
Cooper Financial Group |
2025 Q4
|
380
|
$939,836,978
|
| 07 Jan 2026, 17:33:02 UTC |
13F-HR |
Kure Advisory, LLC |
2025 Q4
|
56
|
$178,800,543
|
| 07 Jan 2026, 17:27:33 UTC |
13F-HR |
Stonebridge Wealth Management, LLC |
2025 Q4
|
38
|
$105,853,640
|
| 07 Jan 2026, 17:27:26 UTC |
13F-HR |
Processus Wealth & Capital Management, LLC |
2025 Q4
|
35
|
$151,663,681
|
| 07 Jan 2026, 17:20:38 UTC |
13F-HR |
Clark & Stuart, Inc |
2025 Q4
|
51
|
$145,112,932
|
| 07 Jan 2026, 17:17:30 UTC |
13F-HR |
Permanent Capital Management, LP |
2025 Q4
|
157
|
$513,289,680
|
| 07 Jan 2026, 17:04:50 UTC |
13F-HR |
Sovereign Financial Group, Inc. |
2025 Q4
|
345
|
$561,132,257
|
| 07 Jan 2026, 17:00:41 UTC |
13F-HR |
Sandbox Financial Partners, LLC |
2025 Q4
|
123
|
$361,380,805
|
| 07 Jan 2026, 16:58:22 UTC |
13F-HR |
Procyon Advisors, LLC |
2025 Q4
|
557
|
$2,015,944,351
|
| 07 Jan 2026, 16:53:51 UTC |
13F-HR |
Parisi Gray Wealth Management |
2025 Q4
|
135
|
$440,496,648
|
| 07 Jan 2026, 16:51:22 UTC |
13F-HR |
Cyndeo Wealth Partners, LLC |
2025 Q4
|
477
|
$1,854,712,324
|
| 07 Jan 2026, 16:50:32 UTC |
13F-HR |
Panoramic Capital Partners, LLC |
2025 Q4
|
62
|
$163,053,236
|
| 07 Jan 2026, 16:47:41 UTC |
13F-HR |
New England Research & Management, Inc. |
2025 Q4
|
144
|
$228,615,082
|
| 07 Jan 2026, 16:45:32 UTC |
13F-HR |
Magnus Financial Group LLC |
2025 Q4
|
414
|
$1,307,447,928
|
| 07 Jan 2026, 16:43:27 UTC |
13F-HR |
Impact Capital Partners LLC |
2025 Q4
|
272
|
$337,239,584
|
| 07 Jan 2026, 16:40:21 UTC |
13F-HR |
Henrickson Nauta Wealth Advisors, Inc. |
2025 Q4
|
119
|
$677,645,016
|
| 07 Jan 2026, 16:35:52 UTC |
13F-HR |
EVERPAR ADVISORS LLC |
2025 Q4
|
268
|
$269,632,870
|
| 07 Jan 2026, 16:33:32 UTC |
13F-HR |
TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q4
|
150
|
$295,265,383
|
| 07 Jan 2026, 16:32:30 UTC |
13F-HR |
Hamlin Capital Management, LLC |
2025 Q4
|
30
|
$4,170,061,037
|
| 07 Jan 2026, 16:31:45 UTC |
13F-HR |
LAKE STREET PRIVATE WEALTH, LLC |
2025 Q4
|
278
|
$817,464,549
|
| 07 Jan 2026, 16:31:06 UTC |
13F-HR |
Northside Capital Management, LLC |
2025 Q4
|
201
|
$1,150,874,537
|
| 07 Jan 2026, 16:27:57 UTC |
13F-HR |
Orgel Wealth Management, LLC |
2025 Q4
|
92
|
$4,532,812,766
|
| 07 Jan 2026, 16:21:41 UTC |
13F-HR |
CenturyLink Investment Management Co |
2025 Q4
|
1
|
$96,851,886
|
| 07 Jan 2026, 16:17:20 UTC |
13F-HR |
CAHABA WEALTH MANAGEMENT, INC. |
2025 Q4
|
156
|
$1,436,451,592
|
| 07 Jan 2026, 16:04:43 UTC |
13F-HR |
Green Alpha Advisors, LLC |
2025 Q4
|
115
|
$109,145,251
|
| 07 Jan 2026, 15:55:02 UTC |
13F-HR |
Cutter & CO Brokerage, Inc. |
2025 Q4
|
0
|
$0
|
| 07 Jan 2026, 15:46:59 UTC |
13F-HR |
Wisconsin Wealth Advisors, LLC |
2025 Q4
|
85
|
$102,036,427
|
| 07 Jan 2026, 15:38:26 UTC |
13F-HR |
MassMutual Private Wealth & Trust, FSB |
2025 Q4
|
2,362
|
$3,885,842,228
|
| 07 Jan 2026, 15:28:26 UTC |
13F-HR |
BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q4
|
33
|
$141,050,416
|
| 07 Jan 2026, 15:25:02 UTC |
13F-HR |
Crescent Sterling, Ltd. |
2025 Q4
|
78
|
$97,554,738
|
| 07 Jan 2026, 15:23:51 UTC |
13F-HR |
Livelsberger Financial Advisory |
2025 Q4
|
0
|
$0
|
| 07 Jan 2026, 15:19:32 UTC |
13F-HR |
Keystone Financial Planning, Inc. |
2025 Q4
|
44
|
$344,792,578
|
| 07 Jan 2026, 15:06:18 UTC |
13F-HR |
BRADY FAMILY WEALTH, LLC |
2025 Q4
|
108
|
$323,996,561
|
| 07 Jan 2026, 15:04:43 UTC |
13F-HR |
Aventura Private Wealth, LLC |
2025 Q3
|
808
|
$271,197,028
|
| 07 Jan 2026, 14:58:48 UTC |
13F-HR |
GREENHAVEN ASSOCIATES INC |
2025 Q4
|
30
|
$6,170,050,440
|
| 07 Jan 2026, 14:54:09 UTC |
13F-HR |
Aventura Private Wealth, LLC |
2025 Q2
|
783
|
$230,970,183
|
| 07 Jan 2026, 14:45:55 UTC |
13F-HR |
Aquire Wealth Advisors, LLC |
2025 Q4
|
48
|
$384,253,318
|
| 07 Jan 2026, 14:44:11 UTC |
13F-HR |
Boston Standard Wealth Management, LLC |
2025 Q4
|
51
|
$605,822,186
|
| 07 Jan 2026, 14:44:03 UTC |
13F-HR |
Harbour Capital Advisors, LLC |
2025 Q4
|
275
|
$491,201,917
|
| 07 Jan 2026, 14:43:14 UTC |
13F-HR |
Aventura Private Wealth, LLC |
2025 Q1
|
782
|
$190,792,046
|
| 07 Jan 2026, 14:42:26 UTC |
13F-HR |
AMERICAN ASSET MANAGEMENT INC. |
2025 Q4
|
35
|
$117,938,639
|
| 07 Jan 2026, 14:41:21 UTC |
13F-HR |
HARBOR INVESTMENT ADVISORY, LLC |
2025 Q4
|
1,221
|
$1,294,162,043
|
| 07 Jan 2026, 14:37:20 UTC |
13F-HR |
LYNCH & ASSOCIATES/IN |
2025 Q4
|
122
|
$528,904,404
|
| 07 Jan 2026, 14:32:32 UTC |
13F-HR |
TEALWOOD ASSET MANAGEMENT INC |
2025 Q4
|
119
|
$222,884,000
|
| 07 Jan 2026, 14:27:31 UTC |
13F-HR |
Aventura Private Wealth, LLC |
2024 Q4
|
757
|
$185,760,521
|
| 07 Jan 2026, 14:21:29 UTC |
13F-HR |
TETRAD CORP |
2025 Q4
|
3
|
$1,039,889,416
|
| 07 Jan 2026, 14:02:59 UTC |
13F-HR |
Significant Wealth Partners LLC |
2025 Q4
|
70
|
$89,672,799
|
| 07 Jan 2026, 13:47:06 UTC |
13F-HR |
WILSEY ASSET MANAGEMENT INC |
2025 Q4
|
29
|
$644,082,957
|
| 07 Jan 2026, 13:37:34 UTC |
13F-HR |
CWA Asset Management Group, LLC |
2025 Q4
|
642
|
$2,773,753,818
|
| 07 Jan 2026, 13:31:48 UTC |
13F-HR |
Retirement Wealth Solutions LLC |
2025 Q4
|
756
|
$158,242,704
|
| 07 Jan 2026, 13:28:46 UTC |
13F-HR |
Aventura Private Wealth, LLC |
2025 Q4
|
859
|
$278,342,033
|
| 07 Jan 2026, 13:24:00 UTC |
13F-HR |
Innova Wealth Partners |
2025 Q4
|
148
|
$198,203,596
|
| 07 Jan 2026, 13:23:33 UTC |
13F-HR |
VERITY Wealth Advisors |
2025 Q4
|
81
|
$161,067,081
|
| 07 Jan 2026, 13:20:58 UTC |
13F-HR |
Emeth Value Capital, LLC |
2025 Q4
|
4
|
$81,026,311
|
| 07 Jan 2026, 13:14:30 UTC |
13F-HR |
Fragasso Financial Advisors Inc |
2025 Q4
|
297
|
$1,651,587,932
|
| 07 Jan 2026, 13:10:33 UTC |
13F-HR |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2025 Q4
|
41
|
$172,277,268
|
| 07 Jan 2026, 13:06:37 UTC |
13F-HR |
BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q4
|
242
|
$1,563,792,555
|
| 07 Jan 2026, 12:46:39 UTC |
13F-HR |
Noble Family Wealth, LLC |
2025 Q4
|
80
|
$474,379,494
|
| 07 Jan 2026, 12:39:49 UTC |
13F-HR |
Holistic Financial Partners |
2025 Q4
|
136
|
$275,761,136
|
| 07 Jan 2026, 12:26:44 UTC |
13F-HR |
Lake Hills Wealth Management, LLC |
2025 Q4
|
58
|
$191,630,546
|
| 07 Jan 2026, 12:19:58 UTC |
13F-HR |
Norman Fields, Gottscho Capital Management, LLC |
2025 Q4
|
60
|
$310,285,919
|
| 07 Jan 2026, 12:12:21 UTC |
13F-HR |
IAM Advisory, LLC |
2025 Q4
|
104
|
$450,024,554
|
| 07 Jan 2026, 12:12:20 UTC |
13F-HR |
Hilltop National Bank |
2025 Q4
|
779
|
$413,596,929
|
| 07 Jan 2026, 12:09:51 UTC |
13F-HR |
Melone Private Wealth, LLC |
2025 Q4
|
58
|
$235,776,320
|
| 07 Jan 2026, 12:05:32 UTC |
13F-HR |
Lakeridge Wealth Management LLC |
2025 Q4
|
156
|
$220,013,137
|
| 07 Jan 2026, 12:00:15 UTC |
13F-HR |
Next Level Private LLC |
2025 Q4
|
161
|
$381,511,832
|
| 07 Jan 2026, 11:55:32 UTC |
13F-HR |
IMPACTfolio, LLC |
2025 Q4
|
36
|
$238,123,852
|
| 07 Jan 2026, 11:49:50 UTC |
13F-HR |
Exeter Financial, LLC |
2025 Q4
|
97
|
$235,129,156
|
| 07 Jan 2026, 11:44:18 UTC |
13F-HR |
Baring Financial LLC |
2025 Q4
|
70
|
$164,269,488
|
| 07 Jan 2026, 11:30:11 UTC |
13F-HR |
Envision Financial LLC |
2025 Q4
|
42
|
$189,203,887
|
| 07 Jan 2026, 10:54:10 UTC |
13F-HR |
EPIQ PARTNERS, LLC |
2025 Q4
|
75
|
$214,467,523
|
| 07 Jan 2026, 10:46:38 UTC |
13F-HR |
Gilbert & Cook, Inc. |
2025 Q4
|
220
|
$795,572,488
|
| 07 Jan 2026, 10:43:12 UTC |
13F-HR |
DecisionMap Wealth Management, LLC |
2025 Q4
|
134
|
$162,214,702
|
| 07 Jan 2026, 10:40:22 UTC |
13F-HR |
Marotta Asset Management |
2025 Q4
|
102
|
$540,155,765
|
| 07 Jan 2026, 10:38:56 UTC |
13F-HR |
BCGM Wealth Management, LLC |
2025 Q4
|
174
|
$391,856,123
|
| 07 Jan 2026, 10:29:59 UTC |
13F-HR |
Vigilare Wealth Management |
2025 Q4
|
116
|
$297,313,535
|
| 07 Jan 2026, 10:16:54 UTC |
13F-HR |
St. Louis Financial Planners Asset Management, LLC |
2025 Q4
|
43
|
$162,696,425
|
| 07 Jan 2026, 10:10:17 UTC |
13F-HR |
SAGESPRING WEALTH PARTNERS, LLC |
2025 Q4
|
783
|
$4,860,000,301
|
| 07 Jan 2026, 10:06:32 UTC |
13F-HR |
Finance Covea |
2025 Q4
|
128
|
$3,034,781,731
|
| 07 Jan 2026, 10:06:06 UTC |
13F-HR |
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2025 Q4
|
1
|
$51,453,662
|
| 07 Jan 2026, 09:58:12 UTC |
13F-HR |
PRECEDENT WEALTH PARTNERS, LLC |
2025 Q4
|
171
|
$476,827,251
|
| 07 Jan 2026, 09:43:36 UTC |
13F-HR |
KFA Private Wealth Group, LLC |
2025 Q4
|
151
|
$411,159,912
|
| 07 Jan 2026, 09:38:36 UTC |
13F-HR |
WESPAC Advisors SoCal, LLC |
2025 Q4
|
110
|
$495,873,336
|
| 07 Jan 2026, 09:35:53 UTC |
13F-HR |
Corsicana & Co. |
2025 Q4
|
259
|
$178,154,749
|
| 07 Jan 2026, 09:35:09 UTC |
13F-HR |
PRIVATE CLIENT SERVICES, LLC |
2025 Q4
|
193
|
$319,984,047
|
| 07 Jan 2026, 09:33:25 UTC |
13F-HR |
Sulzberger Capital Advisors, Inc. |
2025 Q4
|
52
|
$99,011,598
|
| 07 Jan 2026, 09:29:05 UTC |
13F-HR |
AAFMAA Wealth Management & Trust LLC |
2025 Q4
|
85
|
$255,140,363
|
| 07 Jan 2026, 09:20:00 UTC |
13F-HR/A |
Stonekeep Investments, LLC |
2025 Q4 - Restatement
|
61
|
$156,395,000
|
| 07 Jan 2026, 09:05:18 UTC |
13F-HR |
Yeomans Consulting Group, Inc. |
2025 Q4
|
113
|
$341,282,473
|
| 07 Jan 2026, 09:04:09 UTC |
13F-HR |
Stonekeep Investments, LLC |
2025 Q4
|
10
|
$3,213,000
|