| 1/2/2026 |
Boltwood Capital Management
|
Dec 2025 |
$385M
|
182 |
EDGAR ↗
|
| 1/2/2026 |
GP Brinson Investments LLC
|
Dec 2025 |
$232M
|
15 |
EDGAR ↗
|
| 1/2/2026 |
LBJ Family Wealth Advisors, Ltd.
|
Dec 2025 |
$182M
|
29 |
EDGAR ↗
|
| 1/2/2026 |
McAlister, Sweet & Associates, Inc.
|
Dec 2025 |
$132M
|
25 |
EDGAR ↗
|
| 12/31/2025 |
Pvg Asset Management Corp
|
Sep 2025 |
$27M
|
— |
EDGAR ↗
|
| 12/29/2025 |
Davis Selected Advisers
|
Sep 2025 |
$19.2B
|
— |
EDGAR ↗
|
| 12/15/2025 |
Hudson Bay Capital Management LP
|
Sep 2025 |
$30.1B
|
— |
EDGAR ↗
|
| 12/8/2025 |
Tull Financial Group, Inc.
|
Sep 2025 |
$226M
|
— |
EDGAR ↗
|
| 12/1/2025 |
RIA Advisory Group LLC
|
Sep 2025 |
$390M
|
— |
EDGAR ↗
|
| 12/1/2025 |
Pcg Asset Management, Llc
|
Sep 2025 |
$125M
|
— |
EDGAR ↗
|
| 11/24/2025 |
LifeGoal Investments, LLC
|
Sep 2025 |
$120M
|
— |
EDGAR ↗
|
| 11/21/2025 |
CIBC Bancorp USA Inc.
|
Sep 2025 |
$18.3B
|
— |
EDGAR ↗
|
| 11/21/2025 |
HealthCor Partners Management LP
|
Sep 2025 |
$225M
|
— |
EDGAR ↗
|
| 11/21/2025 |
Magnolia Wealth Management, LLC
|
Sep 2025 |
$162M
|
— |
EDGAR ↗
|
| 11/21/2025 |
Newport Capital Group, LLC
|
Sep 2025 |
$159M
|
— |
EDGAR ↗
|
| 11/21/2025 |
Sulzberger Capital Advisors, Inc.
|
Sep 2025 |
$90M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Speece Thorson Capital Group Inc
|
Sep 2025 |
$500M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Caerus Investment Advisors, LLC
|
Sep 2025 |
$245M
|
— |
EDGAR ↗
|
| 11/20/2025 |
First Affirmative Financial Network
|
Sep 2025 |
$213M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Carolinas Wealth Consulting Llc
|
Sep 2025 |
$1
|
— |
EDGAR ↗
|
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