| 1/8/2026 |
Chesapeake Asset Management Llc
|
Dec 2025 |
$121M
|
945,089 |
EDGAR ↗
|
| 1/8/2026 |
Sentinel Wealth Management, Inc.
|
Dec 2025 |
$121M
|
38 |
EDGAR ↗
|
| 1/8/2026 |
Asempa Wealth Advisors
|
Dec 2025 |
$116M
|
113 |
EDGAR ↗
|
| 1/8/2026 |
Waycross Investment Management Co
|
Dec 2025 |
$114M
|
47 |
EDGAR ↗
|
| 1/8/2026 |
Sentinel Wealth Management, Inc.
|
Jun 2025 |
$106M
|
39 |
EDGAR ↗
|
| 1/8/2026 |
American National Bank of Texas
|
Dec 2025 |
$104M
|
62 |
EDGAR ↗
|
| 1/8/2026 |
Peoples Bank/KS
|
Dec 2025 |
$99M
|
98 |
EDGAR ↗
|
| 1/8/2026 |
Charis Legacy Partners, LLC
|
Dec 2025 |
$68M
|
26 |
EDGAR ↗
|
| 1/8/2026 |
Sanders Morris Harris Llc
|
Dec 2025 |
$65M
|
35 |
EDGAR ↗
|
| 1/8/2026 |
PMV Capital Advisers, LLC
|
Dec 2025 |
$55M
|
86 |
EDGAR ↗
|
| 1/8/2026 |
Tuttle Capital Management, LLC
|
Dec 2025 |
$45M
|
101 |
EDGAR ↗
|
| 1/8/2026 |
Profit Investment Management, LLC
|
Dec 2025 |
$25M
|
35 |
EDGAR ↗
|
| 1/8/2026 |
Aveo Capital Partners, LLC
|
Dec 2025 |
$1
|
— |
EDGAR ↗
|
| 1/7/2026 |
Greenhaven Associates Inc
|
Dec 2025 |
$6.2B
|
30 |
EDGAR ↗
|
| 1/7/2026 |
Sagespring Wealth Partners, Llc
|
Dec 2025 |
$5.5B
|
783 |
EDGAR ↗
|
| 1/7/2026 |
Orgel Wealth Management, LLC
|
Dec 2025 |
$4.5B
|
92 |
EDGAR ↗
|
| 1/7/2026 |
Hamlin Capital Management, LLC
|
Dec 2025 |
$4.2B
|
30 |
EDGAR ↗
|
| 1/7/2026 |
MassMutual Private Wealth & Trust, FSB
|
Dec 2025 |
$3.9B
|
2,394 |
EDGAR ↗
|
| 1/7/2026 |
Covea Finance
|
Dec 2025 |
$3.0B
|
128 |
EDGAR ↗
|
| 1/7/2026 |
CWA Asset Management Group, LLC
|
Dec 2025 |
$2.8B
|
643 |
EDGAR ↗
|
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