| 5/14/2026 |
Stance Capital Llc
|
Mar 2026 |
$206M
|
346 |
EDGAR ↗
|
| 5/14/2026 |
Frederick Financial Consultants, LLC
|
Mar 2026 |
$201M
|
109 |
EDGAR ↗
|
| 5/14/2026 |
Kerusso Capital Management LLC
|
Mar 2026 |
$200M
|
53 |
EDGAR ↗
|
| 5/14/2026 |
Fortis Advisors, LLC
|
Mar 2026 |
$200M
|
119 |
EDGAR ↗
|
| 5/14/2026 |
Comprehensive Wealth Management, LLC
|
Mar 2026 |
$198M
|
39 |
EDGAR ↗
|
| 5/14/2026 |
Inherent Management Corp.
|
Mar 2026 |
$197M
|
9 |
EDGAR ↗
|
| 5/14/2026 |
Crestview Partners III GP, L.P.
|
Mar 2026 |
$195M
|
2 |
EDGAR ↗
|
| 5/14/2026 |
Pennsylvania State University
|
Dec 2025 |
$193M
|
2 |
EDGAR ↗
|
| 5/14/2026 |
Prime Buchholz LLC
|
Mar 2026 |
$191M
|
22 |
EDGAR ↗
|
| 5/14/2026 |
Pennsylvania State University
|
Mar 2026 |
$191M
|
2 |
EDGAR ↗
|
| 5/14/2026 |
Beaconlight Capital, Llc
|
Mar 2026 |
$190M
|
34 |
EDGAR ↗
|
| 5/14/2026 |
Battery Global Advisors, LLC
|
Mar 2026 |
$186M
|
154 |
EDGAR ↗
|
| 5/14/2026 |
Novak & Powell Financial Services, Inc.
|
Mar 2026 |
$186M
|
164 |
EDGAR ↗
|
| 5/14/2026 |
Pacific Financial Group Inc
|
Mar 2026 |
$186M
|
87 |
EDGAR ↗
|
| 5/14/2026 |
Arcadia Wealth Management, Inc.
|
Mar 2026 |
$185M
|
55 |
EDGAR ↗
|
| 5/14/2026 |
Nutshell Asset Management Ltd
|
Mar 2026 |
$184M
|
35 |
EDGAR ↗
|
| 5/14/2026 |
Babb Wealth Advisors LLC
|
Mar 2026 |
$183M
|
19 |
EDGAR ↗
|
| 5/14/2026 |
Trivant Custom Portfolio Group, LLC
|
Mar 2026 |
$182M
|
81 |
EDGAR ↗
|
| 5/14/2026 |
Santa Monica Partners Lp
|
Mar 2026 |
$179M
|
13 |
EDGAR ↗
|
| 5/14/2026 |
Presima Securities ULC
|
Mar 2026 |
$178M
|
48 |
EDGAR ↗
|
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