| 10/27/2025 |
Harbor Investment Advisory, Llc
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Quent Capital, LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
One Day In July LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Fractal Investments LLC
|
Sep 2025 |
$693M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Wealth Advisory Solutions, LLC
|
Sep 2025 |
$413M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Elite Wealth Management, Inc.
|
Sep 2025 |
$386M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Lynch Asset Management, Inc.
|
Sep 2025 |
$313M
|
— |
EDGAR ↗
|
| 10/27/2025 |
First United Bank & Trust
|
Sep 2025 |
$308M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Ironwood Wealth Management, LLC.
|
Sep 2025 |
$298M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Q3 Asset Management
|
Sep 2025 |
$292M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Hoertkorn Richard Charles
|
Sep 2025 |
$259M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Prosperitas Financial LLC
|
Sep 2025 |
$241M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Family Capital Management, Inc.
|
Sep 2025 |
$209M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Touchstone Capital, Inc.
|
Sep 2025 |
$195M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Holcombe Financial, Inc.
|
Sep 2025 |
$143M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)
|
Sep 2025 |
$125M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Lattice Capital Management, LLC
|
Sep 2025 |
$104M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Spectrum Asset Management, Inc.
|
Sep 2025 |
$49M
|
— |
EDGAR ↗
|
| 10/24/2025 |
State of Alaska, Department of Revenue
|
Sep 2025 |
$9.8B
|
— |
EDGAR ↗
|
| 10/24/2025 |
Forum Financial Management, LP
|
Sep 2025 |
$7.3B
|
— |
EDGAR ↗
|
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