| Schreiber John |
2025 Q1
|
5/9/2025 |
1
|
$0
|
| Leisure Capital Management |
2025 Q1
|
5/9/2025 |
136
|
$240 M
|
| ACIMA PRIVATE WEALTH, LLC |
2025 Q1
|
5/9/2025 |
180
|
$280 M
|
| ITHAKA GROUP LLC |
2025 Q1
|
5/9/2025 |
37
|
$490 M
|
| John & Kathleen Schreiber Foundation |
2025 Q1
|
5/9/2025 |
4
|
$140 M
|
| VISION FINANCIAL MARKETS LLC |
2025 Q1
|
5/9/2025 |
443
|
$92 M
|
| Hengistbury Investment Partners LLP |
2025 Q1
|
5/9/2025 |
5
|
$170 M
|
| WEST MICHIGAN ADVISORS, LLC |
2025 Q1
|
5/9/2025 |
212
|
$300 M
|
| Schreiber Kathleen |
2025 Q1
|
5/9/2025 |
1
|
$0
|
| Topel & Distasi Wealth Management, LLC |
2025 Q1
|
5/9/2025 |
73
|
$210 M
|
| Financial Connections Group, Inc. |
2025 Q1
|
5/9/2025 |
255
|
$220 M
|
| AMERICAN EXPRESS CO |
2025 Q1
|
5/9/2025 |
3
|
$1.1 B
|
| AMERICAN EXPRESS CO |
2024 Q4 - NEW HOLDINGS
|
5/9/2025 |
1
|
$640 k
|
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/9/2025 |
203
|
$470 M
|
| Nalanda India Fund LTD |
2025 Q1
|
5/9/2025 |
1
|
$180 M
|
| AMERICAN EXPRESS CO |
2024 Q3 - NEW HOLDINGS
|
5/9/2025 |
1
|
$310 k
|
| AMERICAN EXPRESS CO |
2024 Q1 - NEW HOLDINGS
|
5/9/2025 |
1
|
$530 k
|
| Nalanda India Equity Fund Ltd |
2025 Q1
|
5/9/2025 |
2
|
$760 M
|
| STRATEGY ASSET MANAGERS LLC |
2025 Q1
|
5/9/2025 |
242
|
$490 M
|
| AMERICAN EXPRESS CO |
2024 Q2 - NEW HOLDINGS
|
5/9/2025 |
1
|
$540 k
|
| Encompass More Asset Management |
2025 Q1
|
5/9/2025 |
192
|
$340 M
|
| American Assets Investment Management, LLC |
2025 Q1 - RESTATEMENT
|
5/9/2025 |
146
|
$1.1 B
|
| Diana Davis Spencer Foundation |
2025 Q1
|
5/9/2025 |
4
|
$290 M
|
| AMERICAN EXPRESS CO |
2023 Q4 - NEW HOLDINGS
|
5/9/2025 |
1
|
$460 k
|
| Aquire Wealth Advisors, LLC |
2025 Q1
|
5/9/2025 |
48
|
$320 M
|
| Commonwealth Retirement Investments LLC |
2025 Q1
|
5/9/2025 |
95
|
$250 M
|
| BCR Wealth Strategies, LLC |
2025 Q1
|
5/9/2025 |
26
|
$230 M
|
| WASHINGTON GROWTH STRATEGIES LLC |
2025 Q1
|
5/9/2025 |
43
|
$110 k
|
| Shaker Financial Services, LLC |
2025 Q1
|
5/9/2025 |
153
|
$260 M
|
| Horizon Family Wealth, Inc. |
2025 Q1
|
5/9/2025 |
101
|
$150 M
|
| CARY STREET PARTNERS FINANCIAL LLC |
2025 Q1
|
5/9/2025 |
1,331
|
$3.2 B
|
| Advyzon Investment Management, LLC |
2025 Q1
|
5/9/2025 |
416
|
$280 M
|
| INTRUST BANK NA |
2025 Q1
|
5/9/2025 |
700
|
$1.0 B
|
| Performa Ltd (US), LLC |
2025 Q1
|
5/9/2025 |
53
|
$300 M
|
| McMill Wealth Management |
2025 Q1
|
5/9/2025 |
50
|
$280 M
|
| Adventist Health System/ West |
2025 Q1
|
5/9/2025 |
8
|
$630 M
|
| Avion Wealth |
2025 Q1
|
5/9/2025 |
1,420
|
$390 M
|
| Bouchey Financial Group Ltd |
2025 Q1
|
5/9/2025 |
138
|
$1.1 B
|
| Fourth Sail Capital LP |
2025 Q1
|
5/9/2025 |
28
|
$430 M
|
| WESTWOOD HOLDINGS GROUP INC |
2025 Q1
|
5/9/2025 |
463
|
$13 B
|
| Endowment Wealth Management, Inc. |
2025 Q1
|
5/9/2025 |
155
|
$160 M
|
| Harbor Island Capital LLC |
2025 Q1
|
5/9/2025 |
16
|
$200 M
|
| McClarren Financial Advisors, Inc. |
2025 Q1
|
5/9/2025 |
321
|
$150 M
|
| Ranch Capital Advisors Inc. |
2025 Q1
|
5/9/2025 |
139
|
$210 M
|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
2025 Q1
|
5/9/2025 |
2,915
|
$170 M
|
| Syntegra Private Wealth Group, LLC |
2025 Q1
|
5/9/2025 |
161
|
$850 M
|
| Atria Wealth Solutions, Inc. |
2025 Q1
|
5/9/2025 |
4,132
|
$8.3 B
|
| LEVIN CAPITAL STRATEGIES, L.P. |
2025 Q1
|
5/9/2025 |
176
|
$950 M
|
| Farrow Financial Inc. |
2025 Q1
|
5/9/2025 |
50
|
$150 M
|
| PARUS FINANCE (UK) Ltd |
2025 Q1
|
5/9/2025 |
32
|
$290 M
|
| Empower Advisory Group, LLC |
2025 Q1
|
5/9/2025 |
495
|
$31 B
|
| Costello Asset Management, INC |
2025 Q1
|
5/9/2025 |
682
|
$250 M
|
| Warberg Asset Management LLC |
2025 Q1
|
5/9/2025 |
191
|
$610 M
|
| Factorial Partners, LLC |
2025 Q1
|
5/9/2025 |
66
|
$160 M
|
| Wills Financial Group LLC |
2025 Q1
|
5/9/2025 |
62
|
$230 M
|
| COOPER/HAIMS ADVISORS, LLC |
2025 Q1
|
5/9/2025 |
79
|
$180 M
|
| W.H. Cornerstone Investments Inc. |
2025 Q1
|
5/9/2025 |
110
|
$140 M
|
| JGP Global Gestao de Recursos Ltda. |
2025 Q1
|
5/9/2025 |
35
|
$130 M
|
| ROI Financial Advisors, LLC |
2025 Q1
|
5/9/2025 |
61
|
$140 M
|
| ASK CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/9/2025 |
4
|
$300 M
|
| NBZ Investment Advisors LLC |
2025 Q1
|
5/9/2025 |
65
|
$170 M
|
| AMERICAN ASSETS INC |
2025 Q1
|
5/9/2025 |
25
|
$290 M
|
| Three Seasons Wealth, LLC |
2025 Q1
|
5/9/2025 |
113
|
$200 M
|
| LCM Capital Management Inc |
2025 Q1
|
5/9/2025 |
100
|
$170 M
|
| TOTAL INVESTMENT MANAGEMENT INC |
2025 Q1
|
5/9/2025 |
74
|
$760 M
|
| Maxi Investments CY Ltd |
2025 Q1
|
5/9/2025 |
112
|
$500 M
|
| REAVES W H & CO INC |
2025 Q1
|
5/9/2025 |
100
|
$3.9 B
|
| New Age Alpha Advisors, LLC |
2025 Q1
|
5/9/2025 |
895
|
$2.2 B
|
| MIDDLETON & CO INC/MA |
2025 Q1
|
5/9/2025 |
156
|
$860 M
|
| Plan Group Financial, LLC |
2025 Q1
|
5/9/2025 |
148
|
$280 M
|
| THOROUGHBRED FINANCIAL SERVICES, LLC |
2025 Q1
|
5/9/2025 |
671
|
$1.6 B
|
| RPS ADVISORY SOLUTIONS LLC |
2025 Q1
|
5/9/2025 |
91
|
$140 M
|
| Fortis Capital Management LLC |
2025 Q1
|
5/9/2025 |
154
|
$510 M
|
| PITCAIRN CO |
2025 Q1
|
5/9/2025 |
707
|
$1.7 B
|
| DELTA ASSET MANAGEMENT LLC/TN |
2025 Q1
|
5/9/2025 |
606
|
$1.1 B
|
| Drucker Wealth 3.0, LLC |
2025 Q1
|
5/9/2025 |
154
|
$450 M
|
| Cantillon Capital Management LLC |
2025 Q1
|
5/9/2025 |
74
|
$15 B
|
| Altium Capital Management LLC |
2025 Q1
|
5/9/2025 |
24
|
$44 M
|
| GeoWealth Management, LLC |
2025 Q1
|
5/9/2025 |
1,220
|
$2.5 B
|
| iA Global Asset Management Inc. |
2025 Q1
|
5/9/2025 |
428
|
$5.8 B
|
| Associated Banc-Corp |
2025 Q1
|
5/9/2025 |
320
|
$3.3 B
|
| ABC ARBITRAGE SA |
2025 Q1
|
5/9/2025 |
191
|
$540 M
|
| Industrial Alliance Investment Management Inc. |
2025 Q1
|
5/9/2025 |
6
|
$130 M
|
| Accent Capital Management, LLC |
2025 Q1
|
5/9/2025 |
326
|
$170 M
|
| GENEVA CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/9/2025 |
261
|
$5.4 B
|
| Wells Financial Advisors INC |
2025 Q1
|
5/9/2025 |
77
|
$73 M
|
| Seelaus Asset Management LLC |
2025 Q1
|
5/9/2025 |
172
|
$100 M
|
| Strategic Investment Solutions, Inc. /IL |
2025 Q1
|
5/9/2025 |
7,965
|
$340 M
|
| Ackerman Capital Advisors, LLC |
2025 Q1
|
5/9/2025 |
109
|
$380 M
|
| Wade Financial Advisory, Inc |
2025 Q1
|
5/9/2025 |
76
|
$290 M
|
| WEITZ INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
5/9/2025 |
45
|
$1.9 B
|
| Vantage Consulting Group Inc |
2025 Q1
|
5/9/2025 |
4
|
$5.0 M
|
| Bravias Capital Group, LLC |
2025 Q1
|
5/9/2025 |
84
|
$120 M
|
| Tiller Private Wealth, Inc. |
2025 Q1
|
5/9/2025 |
54
|
$240 M
|
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
2025 Q1
|
5/9/2025 |
305
|
$850 M
|
| IPG Investment Advisors LLC |
2025 Q1
|
5/9/2025 |
170
|
$440 M
|
| Boulay Financial Advisors, LLC |
2025 Q1
|
5/9/2025 |
2
|
$300 M
|
| MWA Asset Management |
2025 Q1
|
5/9/2025 |
118
|
$140 M
|
| Haverford Financial Services, Inc. |
2025 Q1
|
5/9/2025 |
41
|
$320 M
|
| Credit Capital Investments LLC |
2025 Q1
|
5/9/2025 |
32
|
$58 M
|