| 1/14/2026 |
Sterling Investment Advisors Llc /Adv
|
Dec 2025 |
$207M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Baugh & Associates, LLC
|
Dec 2025 |
$203M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Allodium Investment Consultants, LLC
|
Dec 2025 |
$197M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Enterprise Financial Services Corp
|
Dec 2025 |
$197M
|
— |
EDGAR ↗
|
| 1/14/2026 |
True Vision MN LLC
|
Dec 2025 |
$197M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Smith Thornton Advisors LLC
|
Dec 2025 |
$197M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Disciplined Equity Management, Inc.
|
Dec 2025 |
$193M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Kaufman Rossin Wealth, LLC
|
Dec 2025 |
$192M
|
— |
EDGAR ↗
|
| 1/14/2026 |
First County Bank /CT/
|
Dec 2025 |
$191M
|
— |
EDGAR ↗
|
| 1/14/2026 |
First City Capital Management, Inc.
|
Dec 2025 |
$189M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Wolff Wiese Magana Llc
|
Dec 2025 |
$183M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Longview Financial Advisors LLC
|
Dec 2025 |
$181M
|
— |
EDGAR ↗
|
| 1/14/2026 |
InTrack Investment Management Inc
|
Dec 2025 |
$179M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Emergent Wealth Advisors, LLC
|
Dec 2025 |
$178M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Ballew Advisors, Inc
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Meriwether Wealth & Planning, LLC
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Aegis Wealth Management LLC
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Cascade Investment Advisors, Inc.
|
Dec 2025 |
$170M
|
— |
EDGAR ↗
|
| 1/14/2026 |
BCO Wealth Management LLC
|
Dec 2025 |
$163M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Cox Capital Mgt LLC
|
Dec 2025 |
$161M
|
— |
EDGAR ↗
|
BullishAgent
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener