| 4/22/2026 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
Mar 2026 |
$8.1B
|
21 |
EDGAR ↗
|
| 4/22/2026 |
Pinnacle Associates Ltd
|
Mar 2026 |
$7.8B
|
960 |
EDGAR ↗
|
| 4/22/2026 |
Apollon Wealth Management, LLC
|
Mar 2026 |
$6.2B
|
1,404 |
EDGAR ↗
|
| 4/22/2026 |
Sterling Capital Management LLC
|
Mar 2026 |
$5.3B
|
3,398 |
EDGAR ↗
|
| 4/22/2026 |
Constellation Investments, Inc.
|
Mar 2026 |
$3.0B
|
19 |
EDGAR ↗
|
| 4/22/2026 |
Braun Stacey Associates Inc
|
Mar 2026 |
$3.0B
|
112 |
EDGAR ↗
|
| 4/22/2026 |
Spire Wealth Management
|
Mar 2026 |
$2.9B
|
2,413 |
EDGAR ↗
|
| 4/22/2026 |
PDS Planning, Inc
|
Mar 2026 |
$1.5B
|
561 |
EDGAR ↗
|
| 4/22/2026 |
Norris Perne & French Llp/Mi
|
Mar 2026 |
$1.5B
|
139 |
EDGAR ↗
|
| 4/22/2026 |
Caldwell Trust Co
|
Mar 2026 |
$1.1B
|
858 |
EDGAR ↗
|
| 4/22/2026 |
Spirepoint Private Client, Llc
|
Mar 2026 |
$1.1B
|
322 |
EDGAR ↗
|
| 4/22/2026 |
Sendero Wealth Management, LLC
|
Mar 2026 |
$904M
|
321 |
EDGAR ↗
|
| 4/22/2026 |
Orange Investment Advisors, Inc.
|
Mar 2026 |
$772M
|
145 |
EDGAR ↗
|
| 4/22/2026 |
Matauro, Llc
|
Mar 2026 |
$692M
|
145 |
EDGAR ↗
|
| 4/22/2026 |
Princeton Global Asset Management LLC
|
Mar 2026 |
$613M
|
829 |
EDGAR ↗
|
| 4/22/2026 |
Arcadia Investment Management Corp/Mi
|
Mar 2026 |
$584M
|
367 |
EDGAR ↗
|
| 4/22/2026 |
McLean Asset Management Corp
|
Mar 2026 |
$572M
|
165 |
EDGAR ↗
|
| 4/22/2026 |
Asset Allocation Strategies LLC
|
Mar 2026 |
$563M
|
168 |
EDGAR ↗
|
| 4/22/2026 |
Stone House Investment Management, LLC
|
Mar 2026 |
$558M
|
1,069 |
EDGAR ↗
|
| 4/22/2026 |
Chemung Canal Trust Co
|
Mar 2026 |
$494M
|
203 |
EDGAR ↗
|