| OVERSEA-CHINESE BANKING Corp Ltd |
2025 Q1 - RESTATEMENT
|
5/8/2025 |
638
|
$3.5 B
|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
2025 Q1
|
5/8/2025 |
158
|
$2.5 B
|
| Andar Capital Management HK Ltd |
2025 Q1
|
5/8/2025 |
15
|
$52 M
|
| AEGIS FINANCIAL CORP |
2025 Q1
|
5/9/2025 |
23
|
$120 M
|
| Beta Wealth Group, Inc. |
2025 Q1
|
5/8/2025 |
111
|
$280 M
|
| Minerva Advisors LLC |
2025 Q1 - RESTATEMENT
|
5/8/2025 |
101
|
$140 M
|
| DCF Advisers, LLC |
2025 Q1
|
5/8/2025 |
86
|
$210 M
|
| SCP Investment, LP |
2025 Q1
|
5/8/2025 |
77
|
$120 M
|
| LIBERTY WEALTH MANAGEMENT LLC |
2025 Q1
|
5/8/2025 |
296
|
$550 M
|
| Alfreton Capital LLP |
2025 Q1
|
5/8/2025 |
6
|
$310 M
|
| Palisades Hudson Asset Management, L.P. |
2025 Q1
|
5/8/2025 |
145
|
$220 M
|
| Cedar Wealth Management, LLC |
2025 Q1
|
5/8/2025 |
195
|
$280 M
|
| Quantum Financial Planning Services, Inc. |
2025 Q1
|
5/8/2025 |
38
|
$180 M
|
| Cheviot Value Management, LLC |
2025 Q1
|
5/8/2025 |
455
|
$810 M
|
| Powell Investment Advisors, LLC |
2025 Q1
|
5/8/2025 |
145
|
$200 M
|
| Phocas Financial Corp. |
2025 Q1
|
5/8/2025 |
145
|
$650 M
|
| JCP Investment Management, LLC |
2025 Q1
|
5/8/2025 |
17
|
$160 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2025 Q1
|
5/8/2025 |
76
|
$140 M
|
| NOVUS ADVISORS, LLC |
2025 Q1
|
5/8/2025 |
116
|
$99 M
|
| Cumberland Partners Ltd |
2025 Q1
|
5/8/2025 |
262
|
$1.3 B
|
| Privium Fund Management (UK) Ltd |
2025 Q1
|
5/8/2025 |
19
|
$130 M
|
| Pacific Ridge Capital Partners, LLC |
2025 Q1
|
5/8/2025 |
136
|
$380 M
|
| Privium Fund Management B.V. |
2025 Q1
|
5/8/2025 |
56
|
$380 M
|
| Westchester Capital Management, Inc. |
2025 Q1
|
5/8/2025 |
39
|
$400 M
|
| LSV ASSET MANAGEMENT |
2025 Q1
|
5/8/2025 |
838
|
$42 B
|
| Pathway Financial Advisers, LLC |
2025 Q1
|
5/8/2025 |
158
|
$290 M
|
| Eliot Finkel Investment Counsel, LLC |
2025 Q1
|
5/8/2025 |
30
|
$150 M
|
| Capricorn Investment Group LLC |
2025 Q1
|
5/8/2025 |
7
|
$460 M
|
| AVISO WEALTH MANAGEMENT |
2025 Q1
|
5/8/2025 |
136
|
$190 M
|
| Truffle Hound Capital, LLC |
2025 Q1
|
5/8/2025 |
53
|
$280 M
|
| Malaga Cove Capital, LLC |
2025 Q1
|
5/8/2025 |
175
|
$230 M
|
| Capital Today Evergreen Fund, L.P. |
2025 Q1
|
5/8/2025 |
3
|
$330 M
|
| Altiora Financial Group, LLC |
2025 Q1
|
5/8/2025 |
91
|
$470 M
|
| RIVERSTONE HOLDINGS LLC |
2025 Q1
|
5/8/2025 |
5
|
$610 M
|
| Strategic Advocates LLC |
2025 Q1
|
5/8/2025 |
113
|
$290 M
|
| COMMERCE BANK |
2025 Q1
|
5/8/2025 |
2,334
|
$16 B
|
| Drexel Morgan & Co. |
2025 Q1
|
5/8/2025 |
54
|
$480 M
|
| Hopwood Financial Services, Inc. |
2025 Q1
|
5/8/2025 |
300
|
$130 M
|
| SPC Financial, Inc. |
2025 Q1
|
5/8/2025 |
261
|
$1.1 B
|
| TIAA TRUST, NATIONAL ASSOCIATION |
2025 Q1
|
5/8/2025 |
972
|
$32 B
|
| SUN LIFE FINANCIAL INC |
2025 Q1
|
5/8/2025 |
36
|
$1.6 B
|
| Schiavi & Co LLC |
2025 Q1
|
5/8/2025 |
39
|
$270 M
|
| PELION, INC. |
2025 Q1
|
5/8/2025 |
4
|
$53 M
|
| Exor N.V. |
2025 Q1
|
5/8/2025 |
2
|
$4.7 B
|
| Headland Capital, LLC |
2025 Q1
|
5/8/2025 |
59
|
$300 M
|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC |
2025 Q1
|
5/8/2025 |
68
|
$140 M
|
| Vulcan Value Partners, LLC |
2025 Q1
|
5/8/2025 |
39
|
$5.3 B
|
| Baker Avenue Asset Management, LP |
2025 Q1
|
5/8/2025 |
469
|
$3.2 B
|
| JBF Capital, Inc. |
2025 Q1
|
5/8/2025 |
66
|
$520 M
|
| Minerva Advisors LLC |
2025 Q1
|
5/8/2025 |
101
|
$140 M
|
| Heritage Wealth Advisors |
2025 Q1
|
5/8/2025 |
593
|
$2.0 B
|
| Mengis Capital Management, Inc. |
2025 Q1
|
5/8/2025 |
190
|
$480 M
|
| Hurlow Wealth Management Group, Inc. |
2025 Q1
|
5/8/2025 |
120
|
$320 M
|
| Blueshift Asset Management, LLC |
2025 Q1
|
5/8/2025 |
382
|
$250 M
|
| Glassman Wealth Services |
2025 Q1
|
5/8/2025 |
211
|
$600 M
|
| Castellan Group |
2025 Q1
|
5/8/2025 |
65
|
$360 M
|
| Liberty Mutual Group Asset Management Inc. |
2025 Q1
|
5/8/2025 |
23
|
$300 M
|
| Catterton Management Company, L.L.C. |
2025 Q1
|
5/8/2025 |
4
|
$6.5 B
|
| Bank of Jackson Hole Trust |
2025 Q1
|
5/8/2025 |
450
|
$150 M
|
| Alberta Investment Management Corp |
2025 Q1
|
5/8/2025 |
743
|
$15 B
|
| US BANCORP \DE\ |
2025 Q1
|
5/8/2025 |
10,035
|
$75 B
|
| TSG Consumer Partners LP |
2025 Q1
|
5/8/2025 |
1
|
$140 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/8/2025 |
267
|
$2.2 B
|
| Fidelity National Financial, Inc. |
2025 Q1
|
5/8/2025 |
15
|
$4.5 B
|
| MEDIATEL PARTNERS |
2025 Q1
|
5/8/2025 |
3
|
$240 M
|
| Gladius Capital Management LP |
2025 Q1
|
5/8/2025 |
70
|
$380 M
|
| ENDEAVOR PRIVATE WEALTH, INC. |
2025 Q1
|
5/8/2025 |
258
|
$180 M
|
| Fiduciary Wealth Partners, LLC |
2025 Q1
|
5/8/2025 |
65
|
$120 M
|
| IFG Advisory, LLC |
2025 Q1
|
5/8/2025 |
692
|
$1.8 B
|
| Asset Planning,Inc |
2025 Q1
|
5/8/2025 |
306
|
$130 M
|
| Signature Wealth Management Partners, LLC |
2025 Q1
|
5/8/2025 |
103
|
$150 M
|
| Strategic Family Wealth Counselors, L.L.C. |
2025 Q1
|
5/8/2025 |
138
|
$310 M
|
| Windward Private Wealth Management Inc. |
2025 Q1
|
5/8/2025 |
42
|
$260 M
|
| Mullooly Asset Management, Inc. |
2025 Q1
|
5/8/2025 |
47
|
$170 M
|
| Helium Advisors LLC |
2025 Q1
|
5/8/2025 |
104
|
$140 M
|
| INTEGRITY ALLIANCE, LLC. |
2024 Q4
|
5/8/2025 |
215
|
$920 M
|
| PETTYJOHN, WOOD & WHITE, INC |
2025 Q1
|
5/8/2025 |
188
|
$520 M
|
| Clearwater Capital Advisors, LLC |
2025 Q1
|
5/8/2025 |
169
|
$1.0 B
|
| UNIVEST FINANCIAL Corp |
2025 Q1
|
5/8/2025 |
472
|
$1.5 B
|
| Moors & Cabot, Inc. |
2025 Q1
|
5/8/2025 |
874
|
$2.0 B
|
| HARTFORD INVESTMENT MANAGEMENT CO |
2025 Q1
|
5/8/2025 |
496
|
$2.9 B
|
| EagleClaw Capital Managment, LLC |
2025 Q1
|
5/8/2025 |
144
|
$640 M
|
| MONECO Advisors, LLC |
2025 Q1
|
5/8/2025 |
456
|
$970 M
|
| ProVise Management Group, LLC |
2025 Q1
|
5/8/2025 |
249
|
$1.2 B
|
| Certified Advisory Corp |
2025 Q1
|
5/8/2025 |
295
|
$880 M
|
| Gruss & Co., LLC |
2025 Q1
|
5/8/2025 |
25
|
$23 M
|
| Jefferies Financial Group Inc. |
2025 Q1
|
5/8/2025 |
1,561
|
$11 B
|
| Lindenwold Advisors, INC |
2025 Q1
|
5/8/2025 |
108
|
$180 M
|
| Coastal Bridge Advisors, LLC |
2025 Q1
|
5/8/2025 |
169
|
$390 M
|
| US FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/8/2025 |
97
|
$340 M
|
| Tarbox Family Office, Inc. |
2025 Q1
|
5/8/2025 |
107
|
$600 M
|
| Alexander Randolph Advisory, Inc. |
2025 Q1
|
5/8/2025 |
53
|
$100 M
|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2025 Q1
|
5/8/2025 |
825
|
$3.9 B
|
| HARBOUR INVESTMENTS, INC. |
2025 Q1
|
5/8/2025 |
3,559
|
$3.5 B
|
| Employees' Retirement Fund of the City of Fort Worth |
2025 Q1
|
5/8/2025 |
10
|
$200 M
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2025 Q1
|
5/8/2025 |
45
|
$1.9 B
|
| King Wealth Management Group |
2025 Q1
|
5/8/2025 |
157
|
$660 M
|
| HHM Wealth Advisors, LLC |
2025 Q1
|
5/8/2025 |
933
|
$740 M
|
| Brentview Investment Management LLC |
2025 Q1
|
5/8/2025 |
67
|
$190 M
|
| Intrinsic Value Partners, LLC |
2025 Q1
|
5/8/2025 |
66
|
$100 M
|