| bLong Financial, LLC |
2025 Q4
|
2/5/2026 |
74
|
$140 M
|
| Blume Capital Management, Inc. |
2025 Q4
|
2/5/2026 |
332
|
$550 M
|
| Sequent Planning LLC |
2025 Q4
|
2/5/2026 |
226
|
$390 M
|
| Spectrum Strategic Capital Management, LLC |
2025 Q4
|
2/5/2026 |
78
|
$190 M
|
| Duncan Williams Asset Management, LLC |
2025 Q4
|
2/5/2026 |
170
|
$400 M
|
| Sherry Group, Inc. |
2025 Q4
|
2/5/2026 |
43
|
$95 M
|
| Intrua Financial, LLC |
2025 Q4
|
2/5/2026 |
460
|
$950 M
|
| Kane Co Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
50
|
$110 M
|
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2025 Q4
|
2/5/2026 |
82
|
$110 M
|
| Odyssey Capital Advisors, Inc. |
2025 Q4
|
2/5/2026 |
92
|
$110 M
|
| Three Cord True Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
39
|
$170 M
|
| BASS LEE M /TX/ |
2025 Q4
|
2/5/2026 |
1
|
$0
|
| Rainwater Charitable Foundation |
2025 Q4
|
2/5/2026 |
4
|
$170 M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
97
|
$150 M
|
| HughesLittle Investment Management Ltd. |
2025 Q4
|
2/5/2026 |
13
|
$550 M
|
| HughesLittle Investment Management Ltd. |
2025 Q2
|
2/5/2026 |
15
|
$490 M
|
| HughesLittle Investment Management Ltd. |
2025 Q3
|
2/5/2026 |
14
|
$540 M
|
| Ranch Capital Advisors Inc. |
2025 Q4
|
2/5/2026 |
153
|
$270 M
|
| ARS Investment Partners, LLC |
2025 Q4
|
2/5/2026 |
197
|
$1.7 B
|
| Independent Solutions Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
173
|
$540 M
|
| HughesLittle Investment Management Ltd. |
2025 Q1
|
2/5/2026 |
16
|
$430 M
|
| HughesLittle Investment Management Ltd. |
2024 Q4
|
2/5/2026 |
0
|
$0
|
| HughesLittle Investment Management Ltd. |
2024 Q3
|
2/5/2026 |
16
|
$440 M
|
| HughesLittle Investment Management Ltd. |
2024 Q2
|
2/5/2026 |
16
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2024 Q1
|
2/5/2026 |
16
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2023 Q3
|
2/5/2026 |
16
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2023 Q4
|
2/5/2026 |
16
|
$390 M
|
| Aegis Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
146
|
$130 M
|
| HughesLittle Investment Management Ltd. |
2023 Q1
|
2/5/2026 |
16
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2023 Q2
|
2/5/2026 |
16
|
$350 M
|
| Armor Investment Advisors, LLC |
2025 Q4
|
2/5/2026 |
151
|
$270 M
|
| HughesLittle Investment Management Ltd. |
2022 Q4
|
2/5/2026 |
17
|
$340 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
1,080
|
$340 M
|
| HughesLittle Investment Management Ltd. |
2022 Q3
|
2/5/2026 |
16
|
$320 M
|
| Monarch Alternative Capital LP |
2025 Q3 - RESTATEMENT
|
2/5/2026 |
5
|
$740 M
|
| HughesLittle Investment Management Ltd. |
2022 Q2
|
2/5/2026 |
15
|
$340 M
|
| HughesLittle Investment Management Ltd. |
2022 Q1
|
2/5/2026 |
15
|
$420 M
|
| HughesLittle Investment Management Ltd. |
2021 Q4
|
2/5/2026 |
17
|
$440 M
|
| HughesLittle Investment Management Ltd. |
2021 Q2
|
2/5/2026 |
17
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2021 Q3
|
2/5/2026 |
17
|
$400 M
|
| GABELLI & Co INVESTMENT ADVISERS, INC. |
2025 Q4
|
2/5/2026 |
279
|
$670 M
|
| HughesLittle Investment Management Ltd. |
2020 Q4
|
2/5/2026 |
15
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2021 Q1
|
2/5/2026 |
16
|
$370 M
|
| HughesLittle Investment Management Ltd. |
2020 Q3
|
2/5/2026 |
15
|
$280 M
|
| MISSION WEALTH MANAGEMENT, LP |
2025 Q4
|
2/5/2026 |
734
|
$5.0 B
|
| HughesLittle Investment Management Ltd. |
2020 Q2
|
2/5/2026 |
14
|
$260 M
|
| Pacific Heights Asset Management LLC |
2025 Q4
|
2/5/2026 |
79
|
$2.7 B
|
| GAMCO INVESTORS, INC. ET AL |
2025 Q4
|
2/5/2026 |
1,036
|
$10 B
|
| HughesLittle Investment Management Ltd. |
2020 Q1
|
2/5/2026 |
15
|
$220 M
|
| Teton Advisors, LLC |
2025 Q4
|
2/5/2026 |
152
|
$140 M
|
| HughesLittle Investment Management Ltd. |
2019 Q4
|
2/5/2026 |
15
|
$280 M
|
| HughesLittle Investment Management Ltd. |
2019 Q2
|
2/5/2026 |
16
|
$250 M
|
| Dougherty & Associates, LLC |
2025 Q4
|
2/5/2026 |
56
|
$110 M
|
| High Note Wealth, LLC |
2025 Q4
|
2/5/2026 |
913
|
$510 M
|
| HughesLittle Investment Management Ltd. |
2019 Q3
|
2/5/2026 |
16
|
$250 M
|
| GABELLI FUNDS LLC |
2025 Q4
|
2/5/2026 |
1,246
|
$15 B
|
| HughesLittle Investment Management Ltd. |
2019 Q1
|
2/5/2026 |
15
|
$240 M
|
| HughesLittle Investment Management Ltd. |
2018 Q4
|
2/5/2026 |
17
|
$200 M
|
| HughesLittle Investment Management Ltd. |
2018 Q3
|
2/5/2026 |
22
|
$240 M
|
| HughesLittle Investment Management Ltd. |
2018 Q2
|
2/5/2026 |
21
|
$210 M
|
| BASS SID R |
2025 Q4
|
2/5/2026 |
1
|
$0
|
| LEUTHOLD GROUP, LLC |
2025 Q4
|
2/5/2026 |
207
|
$930 M
|
| HughesLittle Investment Management Ltd. |
2018 Q1
|
2/5/2026 |
20
|
$190 M
|
| Park Square Financial Group, LLC |
2025 Q4
|
2/5/2026 |
303
|
$17 M
|
| HughesLittle Investment Management Ltd. |
2017 Q4
|
2/5/2026 |
20
|
$190 M
|
| HughesLittle Investment Management Ltd. |
2017 Q2
|
2/5/2026 |
20
|
$170 M
|
| HughesLittle Investment Management Ltd. |
2017 Q3
|
2/5/2026 |
21
|
$190 M
|
| HughesLittle Investment Management Ltd. |
2017 Q1
|
2/5/2026 |
20
|
$160 M
|
| HughesLittle Investment Management Ltd. |
2016 Q4
|
2/5/2026 |
22
|
$150 M
|
| L & S Advisors Inc |
2025 Q4
|
2/5/2026 |
370
|
$1.1 B
|
| HughesLittle Investment Management Ltd. |
2016 Q3
|
2/5/2026 |
13
|
$160 M
|
| Soltis Investment Advisors LLC |
2025 Q4
|
2/5/2026 |
529
|
$1.5 B
|
| HughesLittle Investment Management Ltd. |
2016 Q2
|
2/5/2026 |
14
|
$150 M
|
| HughesLittle Investment Management Ltd. |
2016 Q1
|
2/5/2026 |
14
|
$150 M
|
| HughesLittle Investment Management Ltd. |
2015 Q4
|
2/5/2026 |
15
|
$150 M
|
| HughesLittle Investment Management Ltd. |
2015 Q2
|
2/5/2026 |
17
|
$140 M
|
| HughesLittle Investment Management Ltd. |
2015 Q3
|
2/5/2026 |
17
|
$140 M
|
| HughesLittle Investment Management Ltd. |
2015 Q1
|
2/5/2026 |
18
|
$140 M
|
| HughesLittle Investment Management Ltd. |
2014 Q4
|
2/5/2026 |
18
|
$140 M
|
| HughesLittle Investment Management Ltd. |
2014 Q3
|
2/5/2026 |
17
|
$130 M
|
| Kinsale Capital Group, Inc. |
2025 Q4
|
2/5/2026 |
41
|
$600 M
|
| Florin Court Capital LLP |
2025 Q4
|
2/5/2026 |
26
|
$72 M
|
| HughesLittle Investment Management Ltd. |
2014 Q2
|
2/5/2026 |
17
|
$130 M
|
| HughesLittle Investment Management Ltd. |
2014 Q1
|
2/5/2026 |
17
|
$120 M
|
| HughesLittle Investment Management Ltd. |
2013 Q4
|
2/5/2026 |
15
|
$110 M
|
| WGI DM, LLC |
2025 Q4
|
2/5/2026 |
6
|
$1.3 B
|
| Saratoga Research & Investment Management |
2025 Q4
|
2/5/2026 |
47
|
$1.9 B
|
| JOHN G ULLMAN & ASSOCIATES INC |
2025 Q4
|
2/5/2026 |
179
|
$750 M
|
| Bass Edward P |
2025 Q4
|
2/5/2026 |
1
|
$0
|
| Call To Action Foundation |
2025 Q4
|
2/5/2026 |
1
|
$530 M
|
| HENDLEY & CO INC |
2025 Q4
|
2/5/2026 |
45
|
$280 M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2025 Q4
|
2/5/2026 |
395
|
$1.5 B
|
| FJ Investments, LLC |
2025 Q4
|
2/5/2026 |
6
|
$1.6 B
|
| BARR E S & CO |
2025 Q4
|
2/5/2026 |
133
|
$1.9 B
|
| Accredited Investors Inc. |
2025 Q4
|
2/5/2026 |
284
|
$1.9 B
|
| Millennium Capital Advisors, LLC |
2025 Q4
|
2/5/2026 |
128
|
$170 M
|
| Canada Post Corp Registered Pension Plan |
2025 Q4
|
2/5/2026 |
496
|
$2.6 B
|
| Truxt Investmentos Ltda. |
2025 Q3 - RESTATEMENT
|
2/5/2026 |
24
|
$71 M
|
| 626 Financial, LLC |
2025 Q4
|
2/5/2026 |
121
|
$230 M
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2025 Q4
|
2/5/2026 |
82
|
$230 M
|