Quarry LP |
2023 Q4 - RESTATEMENT
|
2/20/2024 |
1,364
|
$650 M
|
Taylor Financial Group, Inc. |
2023 Q4
|
2/20/2024 |
89
|
$120 M
|
READYSTATE ASSET MANAGEMENT LP |
2023 Q4 - RESTATEMENT
|
2/20/2024 |
616
|
$2.9 B
|
EVENTIDE ASSET MANAGEMENT, LLC |
2023 Q4 - RESTATEMENT
|
2/20/2024 |
152
|
$6.1 B
|
MSD Partners, L.P. |
2023 Q4 - NEW HOLDINGS
|
2/20/2024 |
1
|
$83 M
|
Clarity Capital Partners LLC |
2023 Q4
|
2/20/2024 |
122
|
$140 M
|
Vancity Investment Management Ltd |
2023 Q4
|
2/20/2024 |
64
|
$680 M
|
POLEN CAPITAL MANAGEMENT LLC |
2023 Q4 - RESTATEMENT
|
2/20/2024 |
107
|
$41 B
|
GLOBALT Investments LLC / GA |
2023 Q4
|
2/20/2024 |
206
|
$2.4 B
|
Able Wealth Management LLC |
2023 Q4
|
2/20/2024 |
611
|
$110 M
|
Cable Car Capital LLC |
2023 Q4 - RESTATEMENT
|
2/20/2024 |
50
|
$96 M
|
Hiddenite Capital Partners LP |
2023 Q4
|
2/20/2024 |
31
|
$170 M
|
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
2023 Q4
|
2/20/2024 |
103
|
$250 M
|
Wellington Wealth Strategies, LLC. |
2023 Q4
|
2/20/2024 |
96
|
$120 M
|
NEPC LLC |
2023 Q4
|
2/20/2024 |
38
|
$1.8 B
|
VOISARD ASSET MANAGEMENT GROUP, INC. |
2023 Q4
|
2/20/2024 |
386
|
$170 M
|
Covenant Partners, LLC |
2023 Q4
|
2/20/2024 |
186
|
$320 M
|
Sunpointe, LLC |
2023 Q4
|
2/20/2024 |
132
|
$79 M
|
Kampmann Melissa S. |
2023 Q3 - RESTATEMENT
|
2/20/2024 |
58
|
$100 M
|
Pacific Center for Financial Services |
2023 Q4
|
2/20/2024 |
412
|
$320 M
|
Prospect Financial Services LLC |
2023 Q4
|
2/20/2024 |
69
|
$99 M
|
Spinnaker Capital LTD |
2023 Q4
|
2/20/2024 |
1
|
$0
|
Aurora Investment Counsel |
2023 Q4
|
2/20/2024 |
112
|
$150 M
|
PRICE T ROWE ASSOCIATES INC /MD/ |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
4,379
|
$740 B
|
WESBANCO BANK INC |
2023 Q4
|
2/16/2024 |
855
|
$1.8 B
|
Context Capital Management, LLC |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
281
|
$1.5 B
|
Spouting Rock Asset Management, LLC |
2023 Q4
|
2/16/2024 |
118
|
$270 M
|
FACT Capital, LP |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
17
|
$250 M
|
GE INVESTMENT MANAGEMENT CORP. |
2023 Q4 - NEW HOLDINGS
|
2/16/2024 |
1
|
$93 M
|
ARES MANAGEMENT LLC |
2023 Q3 - NEW HOLDINGS
|
2/16/2024 |
1
|
$18 M
|
Francisco Partners Management, LP |
2023 Q4
|
2/16/2024 |
8
|
$1.1 B
|
ARES MANAGEMENT LLC |
2023 Q2 - NEW HOLDINGS
|
2/16/2024 |
1
|
$16 M
|
ARES MANAGEMENT LLC |
2023 Q1 - NEW HOLDINGS
|
2/16/2024 |
1
|
$18 M
|
SageView Advisory Group, LLC |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
662
|
$2.3 B
|
WINSLOW ASSET MANAGEMENT INC |
2023 Q4
|
2/16/2024 |
76
|
$490 M
|
Global Assets Advisory, LLC |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
55
|
$77 M
|
Peloton Wealth Strategists |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
93
|
$230 M
|
D L CARLSON INVESTMENT GROUP INC |
2023 Q4
|
2/16/2024 |
137
|
$490 M
|
VIMA LLC |
2023 Q4
|
2/16/2024 |
417
|
$45 M
|
Hobbs Group Advisors, LLC |
2023 Q4
|
2/16/2024 |
541
|
$220 M
|
Burford Brothers, Inc. |
2023 Q4
|
2/16/2024 |
150
|
$140 M
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
2,166
|
$80 B
|
DRW Securities, LLC |
2023 Q4
|
2/16/2024 |
310
|
$6.4 B
|
MainStreet Investment Advisors LLC |
2023 Q2 - RESTATEMENT
|
2/16/2024 |
178
|
$920 M
|
CHILDRESS CAPITAL ADVISORS, LLC |
2023 Q4
|
2/16/2024 |
198
|
$340 M
|
CMG Global Holdings, LLC |
2023 Q4
|
2/16/2024 |
90
|
$140 M
|
Trail Ridge Investment Advisors, LLC |
2023 Q4
|
2/16/2024 |
108
|
$160 M
|
Scion Asset Management, LLC |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
25
|
$95 M
|
Governors Lane LP |
2023 Q4 - NEW HOLDINGS
|
2/16/2024 |
54
|
$990 M
|
Mithaq Capital SPC |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
4
|
$370 M
|
SECURED RETIREMENT ADVISORS, LLC |
2023 Q4
|
2/16/2024 |
102
|
$100 M
|
Sanibel Captiva Trust Company, Inc. |
2023 Q4
|
2/16/2024 |
608
|
$2.7 B
|
Contour Asset Management LLC |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
45
|
$2.4 B
|
Madison Avenue Partners, LP |
2023 Q4
|
2/16/2024 |
19
|
$710 M
|
BLUEFIN CAPITAL MANAGEMENT, LLC |
2023 Q4
|
2/16/2024 |
251
|
$1.2 B
|
Contour Asset Management LLC |
2023 Q4 - RESTATEMENT
|
2/16/2024 |
45
|
$2.4 B
|
HARBOUR INVESTMENTS, INC. |
2023 Q4
|
2/16/2024 |
3,130
|
$2.4 B
|
OARSMAN CAPITAL, INC. |
2023 Q4
|
2/16/2024 |
235
|
$380 M
|
GSA CAPITAL PARTNERS LLP |
2023 Q4
|
2/16/2024 |
1,434
|
$1.2 B
|
MainStreet Investment Advisors LLC |
2023 Q3 - RESTATEMENT
|
2/16/2024 |
179
|
$860 M
|
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
2023 Q4
|
2/15/2024 |
1,973
|
$25 B
|
United Advisor Group, LLC |
2023 Q4
|
2/15/2024 |
170
|
$83 M
|
Optimist Retirement Group LLC |
2023 Q4
|
2/15/2024 |
71
|
$150 M
|
STUDIO INVESTMENT MANAGEMENT LLC |
2023 Q4
|
2/15/2024 |
247
|
$390 M
|
Aspect Partners, LLC |
2023 Q4
|
2/15/2024 |
613
|
$160 M
|
Wealthquest Corp |
2023 Q4
|
2/15/2024 |
134
|
$900 M
|
Clarity Asset Management, Inc. |
2023 Q4
|
2/15/2024 |
196
|
$130 M
|
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
2023 Q4
|
2/15/2024 |
146
|
$130 M
|
SECURITY NATIONAL BANK OF SO DAK |
2023 Q4
|
2/15/2024 |
150
|
$150 M
|
CIM INVESTMENT MANAGEMENT INC |
2023 Q4
|
2/15/2024 |
287
|
$310 M
|
O'Dell Group, LLC |
2023 Q4
|
2/15/2024 |
513
|
$380 M
|
PCA Investment Advisory Services Inc. |
2023 Q4
|
2/15/2024 |
120
|
$150 M
|
Westshore Wealth, LLC |
2023 Q4
|
2/15/2024 |
95
|
$220 M
|
Westshore Wealth, LLC |
2023 Q3
|
2/15/2024 |
92
|
$180 M
|
Employees Retirement System of Texas |
2023 Q4
|
2/15/2024 |
340
|
$8.5 B
|
CHARTWELL INVESTMENT PARTNERS, LLC |
2023 Q4
|
2/15/2024 |
783
|
$2.9 B
|
Twenty Acre Capital LP |
2023 Q4 - RESTATEMENT
|
2/15/2024 |
18
|
$110 M
|
Financial Gravity Asset Management, Inc. |
2023 Q4
|
2/15/2024 |
57,510
|
$9.1 B
|
Nantahala Capital Management, LLC |
2023 Q4 - NEW HOLDINGS
|
2/15/2024 |
128
|
$1.7 B
|
Partners Group Holding AG |
2023 Q4 - NEW HOLDINGS
|
2/15/2024 |
48
|
$1.2 B
|
High Falls Advisors, Inc |
2023 Q4
|
2/15/2024 |
110
|
$370 M
|
Post Oak Energy Holdings, LLC |
2023 Q4 - RESTATEMENT
|
2/15/2024 |
3
|
$370 M
|
Lodbrok Capital LLP |
2023 Q4 - RESTATEMENT
|
2/15/2024 |
5
|
$340 M
|
LifePro Asset Management |
2023 Q4
|
2/15/2024 |
105
|
$130 M
|
Peloton Wealth Strategists |
2023 Q4
|
2/15/2024 |
93
|
$370 M
|
Foresight Group Ltd Liability Partnership |
2023 Q4
|
2/15/2024 |
72
|
$280 M
|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
2023 Q4 - RESTATEMENT
|
2/15/2024 |
230
|
$1.7 B
|
Davis Asset Management, L.P. |
2023 Q4 - NEW HOLDINGS
|
2/15/2024 |
33
|
$2.1 B
|
RIVERBRIDGE PARTNERS LLC |
2023 Q3 - RESTATEMENT
|
2/15/2024 |
192
|
$7.3 B
|
AKO CAPITAL LLP |
2023 Q4
|
2/15/2024 |
29
|
$7.0 B
|
RIVERBRIDGE PARTNERS LLC |
2023 Q4 - RESTATEMENT
|
2/15/2024 |
202
|
$8.0 B
|
Venture Visionary Partners LLC |
2023 Q4 - RESTATEMENT
|
2/15/2024 |
524
|
$1.9 B
|
Morse Asset Management, Inc |
2023 Q4
|
2/15/2024 |
126
|
$340 M
|
Main Management LLC |
2023 Q4
|
2/15/2024 |
144
|
$1.0 B
|
Palo Alto Investors LP |
2023 Q4 - RESTATEMENT
|
2/15/2024 |
34
|
$1.1 B
|
TOWNSQUARE CAPITAL LLC |
2023 Q4
|
2/15/2024 |
9,126
|
$5.8 B
|
Coastal Bridge Advisors, LLC |
2023 Q4
|
2/15/2024 |
177
|
$390 M
|
Empire Financial Management Company, LLC |
2023 Q4
|
2/15/2024 |
190
|
$260 M
|
HOERTKORN RICHARD CHARLES |
2023 Q4
|
2/15/2024 |
84
|
$220 M
|
Front Row Advisors LLC |
2023 Q4
|
2/15/2024 |
477
|
$220 M
|