| PRIVATE MANAGEMENT GROUP INC |
2024 Q3 - NEW HOLDINGS
|
11/6/2025 |
1
|
$14 M
|
| Coleford Investment Management Ltd. |
2025 Q3
|
11/6/2025 |
22
|
$420 M
|
| STRAIGHTLINE GROUP LLC |
2025 Q3
|
11/6/2025 |
14
|
$170 M
|
| MidWestOne Financial Group, Inc. |
2025 Q3
|
11/6/2025 |
380
|
$820 M
|
| Leisure Capital Management |
2025 Q3
|
11/6/2025 |
142
|
$290 M
|
| DDD Partners, LLC |
2025 Q3
|
11/6/2025 |
129
|
$1.6 B
|
| Carson Advisory Inc. |
2025 Q3
|
11/6/2025 |
173
|
$190 M
|
| PACK Private Wealth, LLC |
2025 Q3
|
11/6/2025 |
55
|
$210 M
|
| Pacific Sage Partners, LLC |
2025 Q3
|
11/6/2025 |
115
|
$600 M
|
| Pacific Point Advisors, LLC |
2025 Q3
|
11/6/2025 |
122
|
$170 M
|
| HANOVER ADVISORS INC |
2025 Q3
|
11/6/2025 |
103
|
$260 M
|
| Compass Advisory Group LLC |
2025 Q3
|
11/6/2025 |
82
|
$360 M
|
| Prospect Financial Group LLC |
2025 Q3
|
11/6/2025 |
61
|
$100 M
|
| Oxinas Partners Wealth Management LLC |
2025 Q3
|
11/6/2025 |
122
|
$190 M
|
| WJ Financial Advisors LLC |
2025 Q3
|
11/6/2025 |
108
|
$100 M
|
| Objectivity Squared, LLC |
2025 Q3
|
11/6/2025 |
53
|
$170 M
|
| Omnia Family Wealth, LLC |
2025 Q3
|
11/6/2025 |
101
|
$310 M
|
| New World Advisors LLC |
2025 Q3
|
11/6/2025 |
77
|
$550 M
|
| Naviter Wealth, LLC |
2025 Q3
|
11/6/2025 |
260
|
$860 M
|
| Long Island Wealth Management, Inc. |
2025 Q3
|
11/6/2025 |
85
|
$210 M
|
| LIBRA WEALTH LLC |
2025 Q3
|
11/6/2025 |
68
|
$330 M
|
| Truffle Hound Capital, LLC |
2025 Q3
|
11/6/2025 |
50
|
$360 M
|
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2025 Q3
|
11/6/2025 |
146
|
$320 M
|
| Kailix Advisors LLC |
2025 Q3
|
11/6/2025 |
7
|
$73 M
|
| International Private Wealth Advisors LLC |
2025 Q3
|
11/6/2025 |
168
|
$160 M
|
| Horizon Wealth Management, LLC |
2025 Q3
|
11/6/2025 |
126
|
$680 M
|
| Hi-Line Capital Management, LLC |
2025 Q3
|
11/6/2025 |
39
|
$320 M
|
| Graver Capital Management, LLC |
2025 Q3
|
11/6/2025 |
26
|
$120 M
|
| LYELL WEALTH MANAGEMENT, LP |
2025 Q3
|
11/6/2025 |
211
|
$1.3 B
|
| ARCH CAPITAL GROUP LTD. |
2025 Q3
|
11/6/2025 |
4
|
$290 M
|
| Palisades Hudson Asset Management, L.P. |
2025 Q3
|
11/6/2025 |
154
|
$280 M
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2025 Q3
|
11/6/2025 |
70
|
$400 M
|
| FORTRESS FINANCIAL GROUP, LLC |
2025 Q3
|
11/6/2025 |
82
|
$130 M
|
| Fusion Family Wealth LLC |
2025 Q3
|
11/6/2025 |
47
|
$1.3 B
|
| SWF LLC |
2025 Q3
|
11/6/2025 |
18
|
$980 M
|
| Everest Management Corp. |
2025 Q3
|
11/6/2025 |
67
|
$160 M
|
| Choice Wealth Advisors, LLC |
2025 Q3
|
11/6/2025 |
32
|
$230 M
|
| Eagle Bluffs Wealth Management LLC |
2025 Q3
|
11/6/2025 |
77
|
$230 M
|
| MidAtlantic Capital Management, Inc. |
2025 Q3
|
11/6/2025 |
79
|
$150 M
|
| Cannon Financial Strategists, Inc. |
2025 Q3
|
11/6/2025 |
104
|
$700 M
|
| May Barnhard Investments LLC |
2025 Q3
|
11/6/2025 |
84
|
$220 M
|
| Cadence Wealth Management LLC |
2025 Q3
|
11/6/2025 |
58
|
$190 M
|
| PCA Investment Advisory Services Inc. |
2025 Q3
|
11/6/2025 |
53
|
$270 M
|
| DRAVO BAY LLC |
2025 Q3
|
11/6/2025 |
48
|
$230 M
|
| TIFF ADVISORY SERVICES, LLC |
2025 Q3
|
11/6/2025 |
26
|
$480 M
|
| Balboa Wealth Partners |
2025 Q3
|
11/6/2025 |
409
|
$580 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q3
|
11/6/2025 |
108
|
$680 M
|
| Lexington Partners L.P. |
2025 Q3
|
11/6/2025 |
4
|
$330 M
|
| Aspire Capital Advisors LLC |
2025 Q3
|
11/6/2025 |
116
|
$410 M
|
| REVERENCE CAPITAL PARTNERS, L.P. |
2025 Q3
|
11/6/2025 |
1
|
$420 M
|
| ASSET PLANNING CORPORATION |
2025 Q3
|
11/6/2025 |
48
|
$210 M
|
| Rothschild Capital Partners, LLC |
2025 Q3
|
11/6/2025 |
95
|
$420 M
|
| Lodge Hill Capital, LLC |
2025 Q3
|
11/6/2025 |
20
|
$560 M
|
| Joel Adams & Associates, Inc. |
2025 Q3
|
11/6/2025 |
63
|
$120 M
|
| ACORN CREEK CAPITAL LLC |
2025 Q3
|
11/6/2025 |
80
|
$260 M
|
| SHARIAPORTFOLIO, INC. |
2025 Q3
|
11/6/2025 |
24
|
$260 M
|
| Freemont Capital Pte Ltd |
2025 Q3
|
11/6/2025 |
11
|
$4.6 B
|
| Freemont Management S.A. |
2025 Q3
|
11/6/2025 |
106
|
$200 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2025 Q3
|
11/6/2025 |
134
|
$150 M
|
| Longbow Finance SA |
2025 Q3
|
11/6/2025 |
69
|
$1.0 B
|
| MSH Capital Advisors LLC |
2025 Q3
|
11/6/2025 |
243
|
$370 M
|
| Allianz Investment Management U.S. LLC |
2025 Q3
|
11/6/2025 |
65
|
$2.7 B
|
| BTC Capital Management, Inc. |
2025 Q3
|
11/6/2025 |
509
|
$1.4 B
|
| J.H. Whitney Equity Partners VII, LLC |
2025 Q3
|
11/6/2025 |
1
|
$410 M
|
| CAMDEN NATIONAL BANK |
2025 Q3
|
11/6/2025 |
261
|
$710 M
|
| COOKSON PEIRCE & CO INC |
2025 Q3
|
11/6/2025 |
304
|
$2.4 B
|
| ATLANTIC FAMILY WEALTH, LLC |
2025 Q3
|
11/6/2025 |
55
|
$130 M
|
| Prescott Group Capital Management, L.L.C. |
2025 Q3
|
11/6/2025 |
238
|
$950 M
|
| PEREGRINE INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/6/2025 |
23
|
$200 M
|
| Avid Wealth Partners LLC |
2025 Q3
|
11/6/2025 |
55
|
$200 M
|
| Templeton & Phillips Capital Management, LLC |
2025 Q3
|
11/6/2025 |
51
|
$140 M
|
| NEW SOUTH CAPITAL MANAGEMENT INC |
2025 Q3
|
11/6/2025 |
86
|
$2.2 B
|
| Ameritas Advisory Services, LLC |
2025 Q3
|
11/6/2025 |
2,104
|
$1.5 B
|
| CENTRAL TRUST Co |
2025 Q3
|
11/6/2025 |
1,931
|
$4.8 B
|
| PFG Private Wealth Management, LLC |
2025 Q3
|
11/6/2025 |
117
|
$220 M
|
| Dalton Investments, Inc. |
2025 Q3
|
11/6/2025 |
18
|
$150 M
|
| Indie Asset Partners, LLC |
2025 Q3
|
11/6/2025 |
78
|
$75 M
|
| INSIGHT 2811, INC. |
2025 Q3
|
11/6/2025 |
95
|
$220 M
|
| IMA Advisory Services, Inc. |
2025 Q3
|
11/6/2025 |
552
|
$990 M
|
| 12th Street Asset Management Company, LLC |
2025 Q3
|
11/6/2025 |
30
|
$590 M
|
| Haven Global Partners, LLC |
2025 Q3
|
11/6/2025 |
11
|
$140 M
|
| Financial Advocates Investment Management |
2025 Q3
|
11/6/2025 |
104
|
$180 M
|
| Lafayette Investments, Inc. |
2025 Q3
|
11/6/2025 |
156
|
$520 M
|
| Missouri Trust & Investment Co |
2025 Q3
|
11/6/2025 |
412
|
$340 M
|
| GFS Advisors, LLC |
2025 Q3
|
11/6/2025 |
147
|
$780 M
|
| Columbia Bank |
2025 Q3
|
11/6/2025 |
283
|
$360 M
|
| Stegner Investment Associates Inc. |
2025 Q3
|
11/6/2025 |
34
|
$180 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2025 Q3
|
11/6/2025 |
70
|
$3.0 B
|
| Capital Investment Counsel, LLC |
2025 Q3
|
11/6/2025 |
136
|
$680 M
|
| Moment Partners, LLC |
2025 Q3
|
11/6/2025 |
124
|
$570 M
|
| Spurstone Advisory Services, LLC |
2025 Q3
|
11/6/2025 |
115
|
$7.0 M
|
| GS Investments, Inc. |
2025 Q3
|
11/6/2025 |
114
|
$200 M
|
| Ground Swell Capital, LLC |
2025 Q3
|
11/6/2025 |
131
|
$46 M
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2025 Q3
|
11/6/2025 |
67
|
$1.7 B
|
| Financially Speaking Inc |
2025 Q3
|
11/6/2025 |
216
|
$150 M
|
| CONNABLE OFFICE INC |
2025 Q3
|
11/6/2025 |
220
|
$1.1 B
|
| Angeles Investment Advisors, LLC |
2025 Q3
|
11/6/2025 |
30
|
$1.5 B
|
| ALM First Financial Advisors, LLC |
2025 Q3
|
11/6/2025 |
23
|
$500 M
|
| 1776 Wealth LLC |
2025 Q3
|
11/6/2025 |
140
|
$260 M
|
| Lynx Investment Advisory |
2025 Q3
|
11/6/2025 |
321
|
$170 M
|