| 11/3/2025 |
Summit Rock Advisors, LP
|
Sep 2025 |
$1
|
— |
EDGAR ↗
|
| 10/31/2025 |
Mutual Of America Capital Management Llc
|
Sep 2025 |
$9.5B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Sagespring Wealth Partners, Llc
|
Sep 2025 |
$5.1B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Kornitzer Capital Management Inc /Ks
|
Sep 2025 |
$5.0B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Glencore plc
|
Sep 2025 |
$4.0B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Intact Investment Management Inc.
|
Sep 2025 |
$3.3B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Investment House Llc
|
Sep 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Estate Counselors, LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Oxbow Advisors, LLC
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Parthenon Llc
|
Sep 2025 |
$903M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Greatmark Investment Partners, Inc.
|
Sep 2025 |
$834M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Alaska Wealth Advisors, LLC
|
Sep 2025 |
$764M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Liberty Wealth Management Llc
|
Sep 2025 |
$710M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Biltmore Family Office, LLC
|
Sep 2025 |
$703M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Fortis Capital Advisors, LLC
|
Sep 2025 |
$631M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Rockport Wealth LLC
|
Sep 2025 |
$491M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Drive Wealth Management, Llc
|
Sep 2025 |
$472M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Ark & Tlk Investments, Llc
|
Sep 2025 |
$315M
|
— |
EDGAR ↗
|
| 10/31/2025 |
TFR Capital, LLC.
|
Sep 2025 |
$300M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Savoir Faire Capital Management, L.P.
|
Sep 2025 |
$279M
|
— |
EDGAR ↗
|
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