| 4/9/2026 |
PCB Capital LLC
|
Dec 2025 |
$62M
|
187 |
EDGAR ↗
|
| 4/9/2026 |
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
Mar 2026 |
$56M
|
38 |
EDGAR ↗
|
| 4/9/2026 |
Arlington Partners LLC
|
Mar 2026 |
$50M
|
62 |
EDGAR ↗
|
| 4/9/2026 |
New York University
|
Mar 2026 |
$3M
|
1 |
EDGAR ↗
|
| 4/9/2026 |
Turner Capital Investments, LLC
|
Mar 2026 |
$420,684
|
1 |
EDGAR ↗
|
| 4/9/2026 |
Cutter & CO Brokerage, Inc.
|
Mar 2026 |
—
|
1 |
EDGAR ↗
|
| 4/8/2026 |
Parkside Investments, LLC
|
Mar 2026 |
$823.1B
|
98 |
EDGAR ↗
|
| 4/8/2026 |
Significant Wealth Partners LLC
|
Mar 2026 |
$81.2B
|
111 |
EDGAR ↗
|
| 4/8/2026 |
Composition Wealth, LLC
|
Mar 2026 |
$7.3B
|
891 |
EDGAR ↗
|
| 4/8/2026 |
NorthCrest Asset Manangement, LLC
|
Mar 2026 |
$3.2B
|
766 |
EDGAR ↗
|
| 4/8/2026 |
Sax Wealth Advisors, Llc
|
Mar 2026 |
$2.1B
|
482 |
EDGAR ↗
|
| 4/8/2026 |
Stephens Group Asset Management, Llc
|
Mar 2026 |
$1.6B
|
26 |
EDGAR ↗
|
| 4/8/2026 |
Avity Investment Management Inc.
|
Mar 2026 |
$1.4B
|
114 |
EDGAR ↗
|
| 4/8/2026 |
Woodstock Corp
|
Mar 2026 |
$1.1B
|
156 |
EDGAR ↗
|
| 4/8/2026 |
Canandaigua National Corp
|
Mar 2026 |
$1.1B
|
310 |
EDGAR ↗
|
| 4/8/2026 |
Quantum Financial Advisors, LLC
|
Mar 2026 |
$891M
|
231 |
EDGAR ↗
|
| 4/8/2026 |
Grove Bank & Trust
|
Mar 2026 |
$884M
|
1,007 |
EDGAR ↗
|
| 4/8/2026 |
Wealth Enhancement Trust Services, Inc.
|
Mar 2026 |
$826M
|
1,109 |
EDGAR ↗
|
| 4/8/2026 |
Pathway Financial Advisors LLC
|
Mar 2026 |
$808M
|
136 |
EDGAR ↗
|
| 4/8/2026 |
Inspirion Wealth Advisors, Llc
|
Mar 2026 |
$803M
|
181 |
EDGAR ↗
|
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