| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q3
|
1/5/2026 |
526
|
$120 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q4
|
1/5/2026 |
530
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q1
|
1/5/2026 |
535
|
$110 M
|
| Trust Co of the South |
2025 Q4
|
1/5/2026 |
140
|
$620 M
|
| Foguth Wealth Management, LLC. |
2025 Q4
|
1/5/2026 |
175
|
$650 M
|
| Samson Rock Capital LLP |
2025 Q4
|
1/5/2026 |
3
|
$61 M
|
| Roxbury Financial LLC |
2025 Q4
|
1/5/2026 |
371
|
$110 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q4
|
1/5/2026 |
238
|
$290 M
|
| Marathon Mission, Inc. |
2025 Q4
|
1/5/2026 |
55
|
$170 M
|
| Boltwood Capital Management |
2025 Q4
|
1/2/2026 |
182
|
$380 M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q4
|
1/2/2026 |
29
|
$180 k
|
| McAlister, Sweet & Associates, Inc. |
2025 Q4
|
1/2/2026 |
25
|
$130 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2025 Q4
|
1/2/2026 |
405
|
$1.2 B
|
| GP Brinson Investments LLC |
2025 Q4
|
1/2/2026 |
15
|
$230 M
|
| Insight Wealth Strategies, LLC |
2025 Q4
|
1/2/2026 |
171
|
$870 M
|
| Global Wealth Strategies & Associates |
2025 Q4
|
1/2/2026 |
549
|
$400 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q4
|
1/2/2026 |
79
|
$1.7 B
|