| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2023 Q4
|
8/6/2025 |
32
|
$120 M
|
| Sound Shore Management Inc /CT/ |
2025 Q2
|
8/6/2025 |
36
|
$2.9 B
|
| Climber Capital SA |
2025 Q2
|
8/6/2025 |
66
|
$160 M
|
| PERMIT CAPITAL, LLC |
2025 Q2
|
8/6/2025 |
20
|
$310 M
|
| ANCHOR CAPITAL ADVISORS LLC |
2025 Q2
|
8/6/2025 |
240
|
$3.4 B
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2025 Q2
|
8/6/2025 |
34
|
$130 M
|
| Pamalican Asset Management Ltd |
2025 Q2
|
8/6/2025 |
1
|
$0
|
| Singapore Technologies Telemedia Pte Ltd |
2025 Q2
|
8/6/2025 |
1
|
$480 M
|
| CloudAlpha Capital Management Limited/Hong Kong |
2025 Q2
|
8/6/2025 |
58
|
$1.9 B
|
| Kedalion Capital Management LLP |
2025 Q2
|
8/6/2025 |
3
|
$2.6 B
|
| Trivest Advisors Ltd |
2025 Q2
|
8/6/2025 |
36
|
$2.6 B
|
| Resona Asset Management Co.,Ltd. |
2025 Q2
|
8/6/2025 |
827
|
$20 B
|
| Heronetta Management, L.P. |
2025 Q2
|
8/6/2025 |
25
|
$180 M
|
| Atlantic Union Bankshares Corp |
2025 Q2
|
8/6/2025 |
2,520
|
$4.4 B
|
| Highlander Partners, L.P. |
2025 Q2
|
8/5/2025 |
53
|
$260 M
|
| O'Dell Group, LLC |
2025 Q2
|
8/5/2025 |
24
|
$400 M
|
| Ovata Capital Management Ltd |
2025 Q2
|
8/5/2025 |
45
|
$460 M
|
| Blue Investment Partners LLC |
2025 Q2
|
8/5/2025 |
52
|
$290 M
|
| CORNERCAP INVESTMENT COUNSEL INC |
2025 Q2
|
8/5/2025 |
152
|
$190 M
|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. |
2025 Q2
|
8/5/2025 |
155
|
$170 M
|
| All-Stars Investment Ltd |
2025 Q2
|
8/5/2025 |
3
|
$300 M
|
| SP Asset Management LLC |
2025 Q2
|
8/5/2025 |
132
|
$1.2 B
|
| ORBA Wealth Advisors, L.L.C. |
2025 Q2
|
8/5/2025 |
70
|
$110 M
|
| Financial Alternatives, Inc |
2025 Q2
|
8/5/2025 |
86
|
$150 M
|
| Stonebridge Financial Planning Group, LLC |
2025 Q2
|
8/5/2025 |
165
|
$240 M
|
| SNS Financial Group, LLC |
2025 Q2
|
8/5/2025 |
300
|
$1.1 B
|
| Wealthspring Capital LLC |
2025 Q2
|
8/5/2025 |
144
|
$380 M
|
| Genus Capital Management Inc. |
2025 Q2
|
8/5/2025 |
183
|
$790 M
|
| Matthew 25 Management Corp |
2025 Q2
|
8/5/2025 |
20
|
$310 M
|
| Axim Planning & Wealth |
2025 Q2
|
8/5/2025 |
71
|
$110 M
|
| Csenge Advisory Group |
2025 Q2
|
8/5/2025 |
682
|
$1.9 B
|
| ROI Financial Advisors, LLC |
2025 Q2
|
8/5/2025 |
71
|
$160 M
|
| Phocas Financial Corp. |
2025 Q2
|
8/5/2025 |
142
|
$700 M
|
| EFG Asset Management (North America) Corp. |
2025 Q2
|
8/5/2025 |
161
|
$710 M
|
| ENTREWEALTH, LLC |
2025 Q2
|
8/5/2025 |
65
|
$140 M
|
| Convergence Financial, LLC |
2025 Q2
|
8/5/2025 |
179
|
$580 M
|
| 360 Financial, Inc. |
2025 Q2
|
8/5/2025 |
85
|
$320 M
|
| TKG Advisors, LLC |
2025 Q2
|
8/5/2025 |
89
|
$220 M
|
| EQUITY INVESTMENT CORP |
2025 Q2
|
8/5/2025 |
62
|
$4.6 B
|
| AR ASSET MANAGEMENT INC |
2025 Q2
|
8/5/2025 |
112
|
$450 M
|
| TRILLIUM ASSET MANAGEMENT, LLC |
2025 Q2
|
8/5/2025 |
229
|
$3.7 B
|
| Moors & Cabot, Inc. |
2025 Q2
|
8/5/2025 |
882
|
$2.2 B
|
| RFG - Bristol Wealth Advisors, LLC |
2025 Q2
|
8/5/2025 |
173
|
$320 M
|
| First Horizon Advisors, Inc. |
2025 Q2
|
8/5/2025 |
4,799
|
$3.8 B
|
| Columbia River Financial Group, LLC |
2025 Q2
|
8/5/2025 |
53
|
$150 M
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2025 Q2
|
8/5/2025 |
91
|
$130 M
|
| TenCore Partners, LP |
2025 Q2
|
8/5/2025 |
12
|
$220 M
|
| Cherry Creek Investment Advisors, Inc. |
2025 Q2
|
8/5/2025 |
114
|
$210 M
|
| UNICOM Systems, Inc. |
2025 Q2
|
8/5/2025 |
22
|
$720 M
|
| Timelo Investment Management Inc. |
2025 Q2
|
8/5/2025 |
22
|
$74 M
|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. |
2025 Q2
|
8/5/2025 |
2,446
|
$41 B
|
| New Millennium Group LLC |
2025 Q2
|
8/5/2025 |
433
|
$180 M
|
| Cloud Capital Management, LLC |
2025 Q2
|
8/5/2025 |
90
|
$160 M
|
| Simmons Bank |
2025 Q2
|
8/5/2025 |
772
|
$1.4 B
|
| JDM Financial Group LLC |
2025 Q2
|
8/4/2025 |
260
|
$210 M
|
| L.M. KOHN & COMPANY |
2025 Q2
|
8/4/2025 |
280
|
$370 M
|
| Deseret Mutual Benefit Administrators |
2025 Q2
|
8/4/2025 |
499
|
$210 M
|
| Human Investing LLC |
2025 Q2
|
8/4/2025 |
118
|
$630 M
|
| Quaker Wealth Management, LLC |
2025 Q2
|
8/4/2025 |
868
|
$300 M
|
| Beirne Wealth Consulting Services, LLC |
2025 Q2
|
8/4/2025 |
103
|
$310 M
|
| Blue Barn Wealth, LLC |
2025 Q2
|
8/5/2025 |
157
|
$210 M
|
| Centennial Bank/AR/ |
2025 Q2
|
8/5/2025 |
343
|
$240 M
|
| Main Street Research LLC |
2025 Q2
|
8/5/2025 |
115
|
$1.6 B
|
| Atlas Wealth LLC |
2025 Q2
|
8/5/2025 |
108
|
$270 M
|
| Corps Capital Advisors, LLC |
2025 Q2
|
8/5/2025 |
52
|
$62 M
|
| Integrity Wealth Solutions LLC |
2025 Q2
|
8/5/2025 |
113
|
$210 M
|
| ADG Wealth Management Group, LLC |
2025 Q2
|
8/5/2025 |
28
|
$120 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2025 Q1 - RESTATEMENT
|
8/5/2025 |
51
|
$150 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2025 Q2
|
8/5/2025 |
52
|
$170 M
|
| PL Capital Advisors, LLC |
2025 Q2
|
8/5/2025 |
25
|
$300 M
|
| ONCE CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/5/2025 |
17
|
$360 M
|
| DILLON & ASSOCIATES INC |
2025 Q2
|
8/5/2025 |
77
|
$740 M
|
| Sulzberger Capital Advisors, Inc. |
2025 Q2
|
8/5/2025 |
51
|
$85 M
|
| ARCH CAPITAL GROUP LTD. |
2025 Q2
|
8/5/2025 |
4
|
$290 M
|
| MIRAE ASSET SECURITIES (USA) INC. |
2025 Q2
|
8/5/2025 |
200
|
$3.3 B
|
| Beckerman Institutional, LLC |
2025 Q2
|
8/5/2025 |
108
|
$150 M
|
| Fourth Dimension Wealth, LLC |
2025 Q2
|
8/5/2025 |
637
|
$240 M
|
| Arrowroot Family Office, LLC |
2025 Q2
|
8/5/2025 |
137
|
$220 M
|
| GPS Wealth Strategies Group, LLC |
2025 Q2
|
8/5/2025 |
1,636
|
$870 M
|
| Ring Mountain Capital, LLC |
2025 Q2
|
8/5/2025 |
97
|
$160 M
|
| FWG Holdings, LLC |
2025 Q2
|
8/5/2025 |
107
|
$210 M
|
| HFG Advisors, Inc. |
2025 Q2
|
8/5/2025 |
97
|
$130 M
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2025 Q2
|
8/5/2025 |
69
|
$560 M
|
| Claro Advisors LLC |
2025 Q2
|
8/5/2025 |
372
|
$610 M
|
| AMAZON COM INC |
2025 Q2
|
8/5/2025 |
9
|
$2.4 B
|
| Atlas Wealth Partners, LLC |
2025 Q2
|
8/5/2025 |
52
|
$87 M
|
| American Assets Investment Management, LLC |
2025 Q2
|
8/5/2025 |
143
|
$1.2 B
|
| Roberts Foundation |
2025 Q2
|
8/5/2025 |
2
|
$35 M
|
| Pointe Capital Management LLC |
2025 Q2
|
8/5/2025 |
155
|
$190 M
|
| NewSquare Capital LLC |
2025 Q2
|
8/5/2025 |
1,308
|
$1.3 B
|
| Advisors Preferred, LLC |
2025 Q2
|
8/5/2025 |
192
|
$610 M
|
| Rockline Wealth Management, LLC |
2025 Q2
|
8/5/2025 |
98
|
$420 M
|
| J. W. Coons Advisors, LLC |
2025 Q2
|
8/5/2025 |
240
|
$440 M
|
| Towercrest Capital Management |
2025 Q2
|
8/5/2025 |
89
|
$560 M
|
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
2025 Q2
|
8/5/2025 |
1
|
$110 M
|
| McGinn Penninger Investment Management, Inc. |
2025 Q2
|
8/5/2025 |
38
|
$160 M
|
| Hiddenite Capital Partners LP |
2025 Q2
|
8/5/2025 |
28
|
$380 M
|
| Oakwell Private Wealth Management, LLC |
2025 Q2
|
8/5/2025 |
73
|
$430 M
|
| Mason Investment Advisory Services, Inc. |
2025 Q2
|
8/5/2025 |
74
|
$1.8 B
|
| Chapman Investment Management, LLC |
2025 Q2
|
8/5/2025 |
29
|
$140 M
|