| 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
|
| 07 Jan 2026, 09:03:02 UTC |
13F-HR |
RIVERSEDGE ADVISORS, LLC |
2025 Q4
|
214
|
$615,031,529
|
| 07 Jan 2026, 09:01:23 UTC |
13F-HR |
Capital Advantage, Inc. |
2025 Q4
|
149
|
$741,321,250
|
| 07 Jan 2026, 08:59:41 UTC |
13F-HR |
TrueWealth Advisors, LLC |
2025 Q4
|
241
|
$386,163,625
|
| 07 Jan 2026, 08:58:11 UTC |
13F-HR |
TruWealth Advisors, LLC |
2025 Q4
|
182
|
$2,044,780,205
|
| 07 Jan 2026, 08:56:43 UTC |
13F-HR |
TCP Asset Management, LLC |
2025 Q4
|
111
|
$593,545,539
|
| 07 Jan 2026, 08:55:14 UTC |
13F-HR |
Bay Rivers Group |
2025 Q4
|
97
|
$247,254,221
|
| 07 Jan 2026, 08:53:53 UTC |
13F-HR |
PUFF WEALTH MANAGEMENT, LLC |
2025 Q4
|
70
|
$77,392,270
|
| 07 Jan 2026, 08:52:21 UTC |
13F-HR |
MFG WEALTH MANAGEMENT, INC. |
2025 Q4
|
61
|
$128,329,757
|
| 07 Jan 2026, 08:51:02 UTC |
13F-HR |
WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q4
|
138
|
$150,058,159
|
| 07 Jan 2026, 08:49:24 UTC |
13F-HR |
Sterling Manor Financial, LLC |
2025 Q4
|
35
|
$160,260,847
|
| 07 Jan 2026, 08:47:45 UTC |
13F-HR |
Everhart Financial Group, Inc. |
2025 Q4
|
417
|
$1,079,600,536
|
| 07 Jan 2026, 08:46:18 UTC |
13F-HR |
Platt Investment Counsel, LLC |
2025 Q4
|
12
|
$135,319,785
|
| 07 Jan 2026, 08:44:19 UTC |
13F-HR |
QP WEALTH MANAGEMENT, LLC |
2025 Q4
|
105
|
$113,474,097
|
| 06 Jan 2026, 20:28:10 UTC |
13F-HR |
Central Pacific Bank - Trust Division |
2025 Q4
|
837
|
$815,463,347
|
| 06 Jan 2026, 17:25:15 UTC |
13F-HR |
GoalFusion Wealth Management, LLC |
2025 Q4
|
27
|
$216,217,723
|
| 06 Jan 2026, 16:51:54 UTC |
13F-HR |
RDA Financial Network |
2025 Q4
|
265
|
$415,358,943
|
| 06 Jan 2026, 16:43:45 UTC |
13F-HR |
CLARK FINANCIAL SERVICES GROUP INC /BD |
2025 Q4
|
102
|
$188,010,781
|
| 06 Jan 2026, 16:38:07 UTC |
13F-HR |
COLLECTIVE FAMILY OFFICE LLC |
2025 Q4
|
156
|
$435,858,537
|
| 06 Jan 2026, 16:29:35 UTC |
13F-HR |
ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q4
|
62
|
$1,076,721,691
|
| 06 Jan 2026, 16:23:58 UTC |
13F-HR |
Sage Capital Advisors,llc |
2025 Q4
|
128
|
$420,794,823
|
| 06 Jan 2026, 16:09:15 UTC |
13F-HR |
WealthCare Investment Partners, LLC |
2025 Q4
|
183
|
$343,223,175
|
| 06 Jan 2026, 16:04:17 UTC |
13F-HR |
Iowa State Bank |
2025 Q4
|
120
|
$533,264,309
|
| 06 Jan 2026, 16:03:18 UTC |
13F-HR |
Paradiem, LLC |
2025 Q4
|
57
|
$417,965,250
|
| 06 Jan 2026, 15:55:37 UTC |
13F-HR |
Safir Wealth Advisors, LLC |
2025 Q4
|
17
|
$142,607,474
|
| 06 Jan 2026, 15:54:01 UTC |
13F-HR |
Penbrook Management LLC |
2025 Q4
|
97
|
$144,978,590
|
| 06 Jan 2026, 15:49:44 UTC |
13F-HR |
LPWM LLC |
2025 Q4
|
87
|
$396,433,373
|
| 06 Jan 2026, 15:31:04 UTC |
13F-HR |
Ransom Advisory, Ltd |
2025 Q4
|
432
|
$253,927,257
|
| 06 Jan 2026, 15:30:48 UTC |
13F-HR |
Fulcrum Equity Management |
2025 Q4
|
117
|
$104,488,096
|
| 06 Jan 2026, 15:27:14 UTC |
13F-HR |
General Partner, Inc. |
2025 Q4
|
169
|
$176,382,858
|
| 06 Jan 2026, 15:18:03 UTC |
13F-HR |
Werlinich Asset Management, LLC |
2025 Q4
|
59
|
$202,699,068
|
| 06 Jan 2026, 15:14:58 UTC |
13F-HR |
GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q4
|
44
|
$398,687,686
|
| 06 Jan 2026, 15:13:58 UTC |
13F-HR |
ABNER HERRMAN & BROCK LLC |
2025 Q4
|
115
|
$979,216,000
|
| 06 Jan 2026, 15:12:48 UTC |
13F-HR |
EHRLICH FINANCIAL GROUP |
2025 Q4
|
110
|
$175,717,981
|
| 06 Jan 2026, 15:10:38 UTC |
13F-HR |
Renaissance Investment Group LLC |
2025 Q4
|
78
|
$496,365,592
|
| 06 Jan 2026, 15:09:59 UTC |
13F-HR |
EAGLE WEALTH STRATEGIES LLC |
2025 Q4
|
114
|
$214,724,293
|
| 06 Jan 2026, 15:07:49 UTC |
13F-HR |
Davis Investment Partners, LLC |
2025 Q4
|
152
|
$285,928,259
|
| 06 Jan 2026, 15:05:06 UTC |
13F-HR |
Chemistry Wealth Management LLC |
2025 Q4
|
200
|
$534,523,552
|
| 06 Jan 2026, 14:56:30 UTC |
13F-HR |
ShankerValleau Wealth Advisors, Inc. |
2025 Q4
|
41
|
$368,975,083
|
| 06 Jan 2026, 14:55:23 UTC |
13F-HR |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q4
|
86
|
$119,166,660
|
| 06 Jan 2026, 14:47:23 UTC |
13F-HR |
TUCKER ASSET MANAGEMENT LLC |
2025 Q3
|
313
|
$331,788,131
|
| 06 Jan 2026, 14:40:11 UTC |
13F-HR |
OMC Financial Services LTD |
2025 Q4
|
66
|
$268,345,452
|
| 06 Jan 2026, 14:36:30 UTC |
13F-HR |
FARMERS TRUST CO |
2025 Q4
|
196
|
$613,193,334
|
| 06 Jan 2026, 14:36:20 UTC |
13F-HR |
Mallini Complete Financial Planning LLC |
2025 Q4
|
62
|
$124,410,759
|
| 06 Jan 2026, 14:34:49 UTC |
13F-HR |
TUCKER ASSET MANAGEMENT LLC |
2025 Q2
|
294
|
$312,756,693
|
| 06 Jan 2026, 14:28:13 UTC |
13F-HR |
Fulcrum Equity Management |
2025 Q3
|
94
|
$98,728,394
|
| 06 Jan 2026, 14:19:53 UTC |
13F-HR |
TUCKER ASSET MANAGEMENT LLC |
2025 Q1
|
304
|
$308,724,429
|
| 06 Jan 2026, 14:08:48 UTC |
13F-HR |
Cannae Holdings, Inc. |
2025 Q4
|
2
|
$80,328,915
|
| 06 Jan 2026, 13:59:43 UTC |
13F-HR |
Sanctuary Advisors, LLC |
2025 Q3
|
2,675
|
$17,545,182,794
|
| 06 Jan 2026, 13:44:37 UTC |
13F-HR |
Sanctuary Advisors, LLC |
2025 Q2
|
2,345
|
$16,157,864,690
|
| 06 Jan 2026, 13:43:10 UTC |
13F-HR |
Freedom Financial Partners LLC |
2025 Q4
|
87
|
$274,868,880
|
| 06 Jan 2026, 13:42:05 UTC |
13F-HR |
Addis & Hill, Inc |
2025 Q4
|
27
|
$165,064,119
|
| 06 Jan 2026, 13:25:51 UTC |
13F-HR |
Barden Capital Management, Inc. |
2025 Q4
|
56
|
$121,783,665
|
| 06 Jan 2026, 13:17:46 UTC |
13F-HR |
Attessa Capital LLC |
2025 Q4
|
32
|
$182,925,610
|
| 06 Jan 2026, 13:15:17 UTC |
13F-HR |
Legacy Financial Group LLC |
2025 Q3
|
117
|
$764,046,120
|
| 06 Jan 2026, 13:10:44 UTC |
13F-HR |
Avior Wealth Management, LLC |
2025 Q4
|
739
|
$3,208,947,022
|
| 06 Jan 2026, 13:03:44 UTC |
13F-HR |
Hoffman, Alan N Investment Management |
2025 Q4
|
15
|
$177,303,698
|
| 06 Jan 2026, 12:58:08 UTC |
13F-HR |
JBGlobal.com LLC |
2025 Q4
|
19
|
$79,431,465
|
| 06 Jan 2026, 12:55:59 UTC |
13F-HR |
Asset Value Investors Ltd |
2025 Q4
|
3
|
$117,120,181
|
| 06 Jan 2026, 12:53:01 UTC |
13F-HR |
Beacon Wealthcare LLC |
2025 Q4
|
24
|
$291,209,423
|
| 06 Jan 2026, 12:52:12 UTC |
13F-HR |
Sanctuary Advisors, LLC |
2025 Q1
|
2,182
|
$14,219,693,965
|
| 06 Jan 2026, 12:41:55 UTC |
13F-HR |
DOLIVER ADVISORS, LP |
2025 Q4
|
175
|
$399,629,321
|
| 06 Jan 2026, 12:38:59 UTC |
13F-HR |
WEYBOSSET RESEARCH & MANAGEMENT LLC |
2025 Q4
|
35
|
$324,268,623
|
| 06 Jan 2026, 12:28:38 UTC |
13F-HR |
First Citizens Financial Corp |
2025 Q4
|
127
|
$202,428,459
|
| 06 Jan 2026, 12:25:44 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2025 Q3 - New Holdings
|
1
|
$447,264
|
| 06 Jan 2026, 12:23:12 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2025 Q3 - Restatement
|
5
|
$7,702,592,511
|
| 06 Jan 2026, 12:20:23 UTC |
13F-HR |
Asset Management Advisors, LLC |
2025 Q4
|
18
|
$165,338,774
|
| 06 Jan 2026, 12:19:19 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2025 Q2 - New Holdings
|
1
|
$323,041
|
| 06 Jan 2026, 12:17:14 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2025 Q2 - Restatement
|
4
|
$5,255,545,066
|
| 06 Jan 2026, 12:15:27 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2025 Q1 - New Holdings
|
1
|
$404,042
|
| 06 Jan 2026, 12:13:22 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2025 Q1 - Restatement
|
4
|
$4,494,271,827
|
| 06 Jan 2026, 12:11:39 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q4 - New Holdings
|
1
|
$666,893
|
| 06 Jan 2026, 12:09:20 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q4 - Restatement
|
4
|
$4,878,450,820
|
| 06 Jan 2026, 12:07:24 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q3 - New Holdings
|
1
|
$591,976
|
| 06 Jan 2026, 12:05:41 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q3 - Restatement
|
3
|
$591,398,333
|
| 06 Jan 2026, 12:03:15 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q2 - New Holdings
|
1
|
$667,213
|
| 06 Jan 2026, 12:00:44 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q2 - Restatement
|
3
|
$723,604,534
|
| 06 Jan 2026, 11:58:23 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q1 - New Holdings
|
1
|
$730,925
|
| 06 Jan 2026, 11:56:41 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2024 Q1 - Restatement
|
3
|
$997,052,938
|
| 06 Jan 2026, 11:54:23 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q4 - New Holdings
|
1
|
$707,233
|
| 06 Jan 2026, 11:52:19 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q4 - Restatement
|
4
|
$1,437,245,106
|
| 06 Jan 2026, 11:50:30 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q3 - New Holdings
|
1
|
$542,031
|
| 06 Jan 2026, 11:48:36 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q3 - Restatement
|
4
|
$1,331,959,094
|
| 06 Jan 2026, 11:46:41 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q2 - New Holdings
|
1
|
$785,352
|
| 06 Jan 2026, 11:44:30 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q2 - Restatement
|
5
|
$2,335,563,884
|
| 06 Jan 2026, 11:42:19 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q1 - New Holdings
|
1
|
$825,372
|
| 06 Jan 2026, 11:41:33 UTC |
13F-HR |
Stash Investments, LLC |
2025 Q4
|
5
|
$249,463,189
|
| 06 Jan 2026, 11:39:40 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2023 Q1 - Restatement
|
4
|
$1,986,771,009
|
| 06 Jan 2026, 11:37:15 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2022 Q4 - New Holdings
|
1
|
$780,230
|
| 06 Jan 2026, 11:35:14 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2022 Q4 - Restatement
|
4
|
$1,940,275,171
|
| 06 Jan 2026, 11:32:47 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2022 Q3 - New Holdings
|
1
|
$730,000
|
| 06 Jan 2026, 11:30:14 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2022 Q3 - Restatement
|
5
|
$1,646,361,000
|
| 06 Jan 2026, 11:27:53 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2022 Q2 - New Holdings
|
1
|
$655,000
|
| 06 Jan 2026, 11:25:11 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2022 Q2 - Restatement
|
4
|
$1,483,839,000
|
| 06 Jan 2026, 11:20:16 UTC |
13F-HR/A |
Platinum Equity Advisors, LLC/DE |
2022 Q1 - New Holdings
|
1
|
$660,000
|