| NEVILLE RODIE & SHAW INC |
2025 Q2
|
7/1/2025 |
339
|
$1.3 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q2
|
7/1/2025 |
76
|
$1.4 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/1/2025 |
451
|
$7.1 B
|
| Legacy Wealth Management, LLC / MS |
2025 Q2
|
7/1/2025 |
90
|
$330 M
|
| Prysm Capital, L.P. |
2025 Q2
|
7/1/2025 |
1
|
$11 M
|
| PARK NATIONAL CORP /OH/ |
2025 Q2
|
7/1/2025 |
475
|
$3.0 B
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q2
|
7/1/2025 |
1,176
|
$1.1 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2025 Q2
|
7/1/2025 |
166
|
$270 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q2
|
7/1/2025 |
224
|
$280 M
|
| Kera Capital Partners, Inc. |
2025 Q2
|
7/1/2025 |
351
|
$510 M
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2025 Q2
|
7/1/2025 |
91
|
$260 k
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q2
|
7/1/2025 |
197
|
$260 M
|
| BUSH INVESTMENT GROUP, LLC |
2025 Q2
|
7/1/2025 |
36
|
$150 M
|
| BancFirst Trust & Investment Management |
2025 Q2
|
7/1/2025 |
55
|
$220 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2025 Q2
|
7/1/2025 |
187
|
$480 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2025 Q2
|
7/1/2025 |
177
|
$710 M
|
| Stonehearth Capital Management, LLC |
2025 Q2
|
7/1/2025 |
93
|
$240 M
|
| Pensionfund DSM Netherlands |
2025 Q2
|
7/1/2025 |
71
|
$150 k
|