| Laraway Financial Advisors Inc |
2022 Q3
|
11/15/2022 |
103
|
$90M
|
| MAI Capital Management |
2022 Q3
|
11/15/2022 |
1,004
|
$5.3B
|
| Howard Capital Management Group, LLC |
2022 Q3 - RESTATEMENT
|
11/15/2022 |
95
|
$790M
|
| CLARK ESTATES INC/NY |
2022 Q3 - RESTATEMENT
|
11/15/2022 |
84
|
$450M
|
| MERCER GLOBAL ADVISORS INC /ADV |
2022 Q3
|
11/15/2022 |
1,819
|
$17B
|
| Bruce & Co., Inc. |
2022 Q3
|
11/15/2022 |
34
|
$360M
|
| SW Investment Management LLC |
2022 Q3 - RESTATEMENT
|
11/15/2022 |
8
|
$200M
|
| Laurel Wealth Advisors LLC |
2022 Q3
|
11/15/2022 |
535
|
$400M
|
| Values First Advisors, Inc. |
2019 Q4
|
11/15/2022 |
187
|
$100M
|
| Values First Advisors, Inc. |
2020 Q2
|
11/15/2022 |
184
|
$100M
|
| Aristides Capital LLC |
2022 Q3
|
11/15/2022 |
159
|
$130M
|
| CHILTON INVESTMENT CO INC. |
2022 Q3
|
11/15/2022 |
159
|
$3.2B
|
| Teilinger Capital Ltd. |
2022 Q3
|
11/15/2022 |
42
|
$420M
|
| Wealth Advisors of Iowa, LLC |
2022 Q3
|
11/15/2022 |
55
|
$110M
|
| BURNEY CO/ |
2022 Q3
|
11/15/2022 |
628
|
$1.8B
|
| PENOBSCOT WEALTH MANAGEMENT |
2022 Q3
|
11/15/2022 |
60
|
$100M
|
| NFC Investments, LLC |
2022 Q3
|
11/15/2022 |
36
|
$370M
|
| Fund Evaluation Group, LLC |
2022 Q3
|
11/15/2022 |
24
|
$830M
|
| Applied Fundamental Research, LLC |
2022 Q3
|
11/15/2022 |
10
|
$120M
|
| Watchman Group, Inc. |
2022 Q3
|
11/15/2022 |
68
|
$160M
|
| MONOGRAPH WEALTH ADVISORS, LLC |
2022 Q3
|
11/15/2022 |
68
|
$310M
|
| TIEMANN INVESTMENT ADVISORS, LLC |
2022 Q3
|
11/15/2022 |
182
|
$150M
|
| O'Neil Global Advisors, Inc. |
2022 Q3
|
11/15/2022 |
37
|
$25M
|
| Douglass Winthrop Advisors, LLC |
2022 Q3
|
11/15/2022 |
243
|
$3.3B
|
| ALTFEST L J & CO INC |
2022 Q3
|
11/15/2022 |
258
|
$530M
|
| Pinz Capital Management, LP |
2022 Q3
|
11/15/2022 |
103
|
$55M
|
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
2022 Q3
|
11/15/2022 |
22,650
|
$1.1B
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
2022 Q3
|
11/15/2022 |
71
|
$160M
|
| KAHN BROTHERS GROUP INC |
2022 Q3
|
11/15/2022 |
45
|
$640B
|
| Highland Financial Advisors, LLC |
2022 Q3
|
11/15/2022 |
55
|
$140M
|
| Tower View Investment Management & Research LLC |
2022 Q3
|
11/15/2022 |
171
|
$130M
|
| Sowell Financial Services LLC |
2022 Q3
|
11/15/2022 |
400
|
$990M
|
| NVWM, LLC |
2022 Q3
|
11/15/2022 |
670
|
$250M
|
| Greenline Partners, LLC |
2022 Q3
|
11/15/2022 |
131
|
$440M
|
| Summit Financial, LLC |
2022 Q3
|
11/15/2022 |
253
|
$1.1T
|
| SkyView Investment Advisors, LLC |
2022 Q2
|
11/15/2022 |
856
|
$380M
|
| EMJ Capital Ltd. |
2022 Q3
|
11/15/2022 |
19
|
$71M
|
| Provida Pension Fund Administrator |
2022 Q3
|
11/15/2022 |
1
|
$0
|
| ACADEMY CAPITAL MANAGEMENT INC/TX |
2022 Q3
|
11/15/2022 |
37
|
$460M
|
| NOMURA HOLDINGS INC |
2022 Q3
|
11/15/2022 |
2,117
|
$24B
|
| NBT BANK N A /NY |
2022 Q3 - RESTATEMENT
|
11/15/2022 |
422
|
$610M
|
| Bradley Mark J. |
2022 Q3
|
11/15/2022 |
90
|
$110M
|
| BC Partners Advisors L.P. |
2022 Q3
|
11/15/2022 |
6
|
$11B
|
| Neuberger Berman Group LLC |
2022 Q3
|
11/15/2022 |
3,310
|
$96B
|
| HERSHEY TRUST CO |
2022 Q3
|
11/15/2022 |
15
|
$13B
|
| NASPERS LTD |
2022 Q3
|
11/15/2022 |
4
|
$800M
|
| WHALEROCK POINT PARTNERS, LLC |
2022 Q3
|
11/15/2022 |
143
|
$230B
|
| Ratan Capital Management LP |
2022 Q3
|
11/15/2022 |
23
|
$42M
|
| Arrow Investment Advisors, LLC |
2022 Q3
|
11/14/2022 |
63
|
$130M
|
| Enlightenment Research, LLC |
2022 Q3
|
11/14/2022 |
91
|
$45M
|
| Sylebra Capital Ltd |
2022 Q3
|
11/14/2022 |
19
|
$1.9B
|
| OAKVIEW CAPITAL MANAGEMENT, L.P. |
2022 Q3
|
11/14/2022 |
16
|
$210M
|
| Greenhaven Road Investment Management, L.P. |
2022 Q3
|
11/14/2022 |
43
|
$170M
|
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2022 Q3
|
11/14/2022 |
161
|
$700M
|
| Alpha Square Group S, LLC |
2022 Q3
|
11/14/2022 |
43
|
$220M
|
| Anson Funds Management LP |
2022 Q3
|
11/14/2022 |
273
|
$850M
|
| FourWorld Capital Management LLC |
2022 Q3 - RESTATEMENT
|
11/14/2022 |
15
|
$63M
|
| Carlson Capital Management |
2022 Q3
|
11/14/2022 |
159
|
$1.2B
|
| Second Half Financial Partners, LLC |
2022 Q3
|
11/14/2022 |
35
|
$80M
|
| Pactiv General Employee Benefit Trust |
2022 Q3
|
11/14/2022 |
2
|
$120M
|
| Jade Capital Advisors, LLC |
2022 Q3
|
11/14/2022 |
31
|
$19M
|
| SeaCrest Wealth Management, LLC |
2022 Q3
|
11/14/2022 |
621
|
$660M
|
| VERUS CAPITAL PARTNERS, LLC |
2022 Q3
|
11/14/2022 |
316
|
$530M
|
| First Round Capital Management V, LLC |
2022 Q3
|
11/14/2022 |
1
|
$0
|
| Capital Markets Trading UK LLP |
2022 Q3
|
11/14/2022 |
229
|
$4.6B
|
| Kensington Investment Counsel, LLC |
2022 Q3
|
11/14/2022 |
81
|
$120M
|
| AVENIR CORP |
2022 Q3
|
11/14/2022 |
60
|
$940M
|
| Truvvo Partners LLC |
2022 Q3
|
11/14/2022 |
11
|
$5.2M
|
| Fayez Sarofim & Co |
2022 Q3
|
11/14/2022 |
644
|
$25B
|
| Ascent Group, LLC |
2022 Q3
|
11/14/2022 |
454
|
$820M
|
| Requisite Capital Management, LLC |
2022 Q3
|
11/14/2022 |
60
|
$300M
|
| Forager Funds Management Pty Ltd |
2022 Q3 - RESTATEMENT
|
11/14/2022 |
22
|
$61M
|
| CMT Capital Markets Trading GmbH |
2022 Q3
|
11/14/2022 |
327
|
$13B
|
| THORNBURG INVESTMENT MANAGEMENT INC |
2022 Q3
|
11/14/2022 |
200
|
$5.6B
|
| DRIVE WEALTH MANAGEMENT, LLC |
2022 Q3
|
11/14/2022 |
161
|
$110M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2022 Q2
|
11/14/2022 |
168
|
$110M
|
| TANAKA CAPITAL MANAGEMENT INC |
2022 Q3
|
11/14/2022 |
48
|
$34M
|
| Westchester Capital Management, LLC |
2022 Q3
|
11/14/2022 |
1,106
|
$3.6B
|
| DRIVE WEALTH MANAGEMENT, LLC |
2022 Q1
|
11/14/2022 |
165
|
$120M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2021 Q4
|
11/14/2022 |
155
|
$110M
|
| First Round Capital Management III, LLC |
2022 Q3
|
11/14/2022 |
1
|
$0
|
| Claraphi Advisory Network, LLC |
2022 Q3
|
11/14/2022 |
193
|
$180M
|
| Sandia Investment Management LP |
2022 Q3
|
11/14/2022 |
263
|
$660M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2022 Q3
|
11/14/2022 |
101
|
$110M
|
| MARATHON ASSET MANAGEMENT LP |
2022 Q3
|
11/14/2022 |
15
|
$1.1B
|
| Northern Right Capital Management, L.P. |
2022 Q3
|
11/14/2022 |
24
|
$190M
|
| NCM Capital Management, LLC |
2022 Q3
|
11/14/2022 |
162
|
$130M
|
| CreativeOne Wealth, LLC |
2022 Q3
|
11/14/2022 |
946
|
$1.7B
|
| Truvestments Capital LLC |
2022 Q3
|
11/14/2022 |
641
|
$160M
|
| HANTZ FINANCIAL SERVICES, INC. |
2022 Q3
|
11/14/2022 |
13
|
$260M
|
| Graham Holdings Co |
2022 Q3
|
11/14/2022 |
6
|
$600M
|
| JANE STREET GROUP, LLC |
2022 Q3
|
11/14/2022 |
11,889
|
$230B
|
| Kingsview Wealth Management, LLC |
2022 Q3
|
11/14/2022 |
856
|
$2.1B
|
| MidWestOne Financial Group, Inc. |
2022 Q3
|
11/14/2022 |
308
|
$390M
|
| Alphabet Inc. |
2022 Q3
|
11/14/2022 |
59
|
$2B
|
| Graham Holdings Co Master Retirement Trust |
2022 Q3
|
11/14/2022 |
1
|
$340M
|
| CMT Investments LLC |
2022 Q3
|
11/14/2022 |
1
|
$0
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2022 Q3
|
11/14/2022 |
82
|
$110M
|
| MATHER GROUP, LLC. |
2022 Q3
|
11/14/2022 |
523
|
$4.6B
|
| Engine Capital Management, LP |
2022 Q3
|
11/14/2022 |
44
|
$300M
|