| 1/20/2026 |
RPG Investment Advisory, LLC
|
Dec 2025 |
$881M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Tran Capital Management, L.P.
|
Dec 2025 |
$835M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hanson & Doremus Investment Management
|
Dec 2025 |
$832M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Independence Bank of Kentucky
|
Dec 2025 |
$804M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Kavar Capital Partners Group, Llc
|
Dec 2025 |
$725M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cohen Capital Management, Inc.
|
Dec 2025 |
$664M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Polunin Capital Partners Ltd
|
Dec 2025 |
$649M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Secure Asset Management, LLC
|
Dec 2025 |
$639M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Princeton Global Asset Management LLC
|
Dec 2025 |
$618M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Oakmont Corp
|
Dec 2025 |
$578M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Essex LLC
|
Dec 2025 |
$565M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Voisard Asset Management Group, Inc.
|
Dec 2025 |
$463M
|
— |
EDGAR ↗
|
| 1/20/2026 |
New Capital Management LP
|
Dec 2025 |
$398M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Home Federal Bank Of Tennessee
|
Dec 2025 |
$385M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Packer & Co Ltd
|
Dec 2025 |
$376M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Accel Wealth Management
|
Dec 2025 |
$366M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cornell Pochily Investment Advisors, Inc.
|
Dec 2025 |
$345M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Sara-Bay Financial
|
Dec 2025 |
$334M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Joule Financial, LLC
|
Dec 2025 |
$334M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Alpha Financial Advisors, LLC
|
Dec 2025 |
$327M
|
— |
EDGAR ↗
|
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