| Pershing Square Capital Management, L.P. |
2024 Q4 - New Holdings
|
4/16/2025, 07:43 AM |
1
|
$46.5M
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2025 Q1
|
4/16/2025, 07:36 AM |
394
|
$16.3B
|
| Bellecapital International Ltd. |
2025 Q1
|
4/16/2025, 06:33 AM |
137
|
$506M
|
| Asset Value Investors Ltd |
2025 Q1
|
4/16/2025, 06:08 AM |
4
|
$172M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2025 Q1
|
4/15/2025, 08:25 PM |
105
|
$1.55B
|
| Bradyco, Inc. |
2025 Q1
|
4/15/2025, 08:18 PM |
49
|
$132M
|
| Farrell Financial LLC |
2025 Q1
|
4/15/2025, 08:03 PM |
64
|
$137M
|
| McElhenny Sheffield Capital Management, LLC |
2025 Q1
|
4/15/2025, 07:46 PM |
99
|
$267M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2025 Q1
|
4/15/2025, 07:42 PM |
154
|
$615M
|
| Western Wealth Management, LLC |
2024 Q4 - New Holdings
|
4/15/2025, 07:29 PM |
659
|
$1.53B
|
| Spectrum Asset Management, Inc. (NB/CA) |
2025 Q1
|
4/15/2025, 07:24 PM |
84
|
$225M
|
| Sterling Financial Group, Inc. |
2025 Q1
|
4/15/2025, 07:13 PM |
63
|
$277M
|
| Accordant Advisory Group Inc |
2025 Q1
|
4/15/2025, 07:08 PM |
148
|
$102M
|
| SummerHaven Investment Management, LLC |
2025 Q1
|
4/15/2025, 06:59 PM |
195
|
$143M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/15/2025, 06:35 PM |
357
|
$5.15B
|
| West Oak Capital, LLC |
2025 Q1
|
4/15/2025, 06:30 PM |
304
|
$835K
|
| Silchester International Investors LLP |
2025 Q1
|
4/15/2025, 06:12 PM |
4
|
$557M
|
| Fortitude Family Office, LLC |
2025 Q1
|
4/15/2025, 05:52 PM |
1142
|
$280M
|
| Neumann Capital Management, LLC |
2025 Q1
|
4/15/2025, 05:42 PM |
99
|
$289M
|
| Defined Financial Planning LLC |
2025 Q1
|
4/15/2025, 05:34 PM |
77
|
$98.7M
|
| FMB WEALTH MANAGEMENT |
2025 Q1
|
4/15/2025, 05:29 PM |
75
|
$181M
|
| Kelly Financial Services LLC |
2025 Q1
|
4/15/2025, 05:26 PM |
113
|
$288M
|
| YARGER WEALTH STRATEGIES, LLC |
2025 Q1
|
4/15/2025, 05:20 PM |
97
|
$171M
|
| Davis Investment Partners, LLC |
2025 Q1
|
4/15/2025, 05:18 PM |
143
|
$226M
|
| Net Worth Advisory Group |
2025 Q1
|
4/15/2025, 05:18 PM |
367
|
$318M
|
| ForthRight Wealth Management, LLC |
2025 Q1
|
4/15/2025, 05:17 PM |
65
|
$299M
|
| MEMBERS WEALTH LLC |
2025 Q1
|
4/15/2025, 05:16 PM |
102
|
$133M
|
| SAPIENT CAPITAL LLC |
2025 Q1
|
4/15/2025, 05:15 PM |
364
|
$5.07B
|
| apricus wealth, LLC |
2025 Q1
|
4/15/2025, 05:14 PM |
117
|
$168M
|
| Total Wealth Planning, LLC |
2025 Q1
|
4/15/2025, 05:14 PM |
91
|
$654M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2025 Q1
|
4/15/2025, 05:13 PM |
65
|
$743M
|
| BALANCED WEALTH GROUP LLC |
2025 Q1
|
4/15/2025, 05:13 PM |
65
|
$207M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2025 Q1
|
4/15/2025, 05:13 PM |
234
|
$741M
|
| Braun-Bostich & Associates Inc. |
2025 Q1
|
4/15/2025, 05:12 PM |
111
|
$135M
|
| DEFINE FINANCIAL, LLC |
2025 Q1
|
4/15/2025, 05:11 PM |
33
|
$131M
|
| Erickson Financial Group, LLC |
2025 Q1
|
4/15/2025, 05:11 PM |
26
|
$134M
|
| DAILY JOURNAL CORP |
2025 Q1
|
4/15/2025, 05:11 PM |
4
|
$216M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/15/2025, 05:09 PM |
54
|
$140M
|
| FIRST UNITED BANK & TRUST |
2025 Q1
|
4/15/2025, 05:07 PM |
402
|
$268M
|
| Sagace Wealth Management LLC |
2025 Q1
|
4/15/2025, 05:01 PM |
62
|
$132M
|
| GPS Wealth Strategies Group, LLC |
2025 Q1
|
4/15/2025, 04:58 PM |
1516
|
$741M
|
| FIFTH THIRD BANCORP |
2025 Q1
|
4/15/2025, 04:51 PM |
2520
|
$26.3B
|
| Two West Capital Advisors LLC |
2025 Q1
|
4/15/2025, 04:40 PM |
79
|
$120M
|
| Echo45 Advisors LLC |
2025 Q1
|
4/15/2025, 04:16 PM |
52
|
$149M
|
| ARVEST INVESTMENTS, INC. |
2025 Q1
|
4/15/2025, 04:13 PM |
161
|
$634M
|
| SIMON QUICK ADVISORS, LLC |
2025 Q1
|
4/15/2025, 04:10 PM |
611
|
$1.76B
|
| Axecap Investments, LLC |
2025 Q1
|
4/15/2025, 04:08 PM |
70
|
$118M
|
| Capital Advisors, Ltd. LLC |
2025 Q1
|
4/15/2025, 04:05 PM |
1306
|
$759M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2025 Q1
|
4/15/2025, 04:00 PM |
132
|
$179M
|
| VISIONARY HORIZONS, LLC |
2025 Q1
|
4/15/2025, 03:54 PM |
89
|
$142M
|
| Ledgewood Wealth Advisors, LLC |
2024 Q3
|
4/15/2025, 03:42 PM |
72
|
$148M
|
| Ledgewood Wealth Advisors, LLC |
2024 Q2
|
4/15/2025, 03:42 PM |
60
|
$116M
|
| Ledgewood Wealth Advisors, LLC |
2024 Q1
|
4/15/2025, 03:42 PM |
61
|
$108M
|
| Ledgewood Wealth Advisors, LLC |
2023 Q4
|
4/15/2025, 03:42 PM |
58
|
$108M
|
| Skyline Advisors, Inc. |
2025 Q1
|
4/15/2025, 03:39 PM |
88
|
$254M
|
| San Luis Wealth Advisors LLC |
2025 Q1
|
4/15/2025, 03:38 PM |
144
|
$524M
|
| Cohen Klingenstein LLC |
2025 Q1
|
4/15/2025, 03:37 PM |
208
|
$2.76B
|
| Alpha Omega Wealth Management LLC |
2025 Q1
|
4/15/2025, 03:36 PM |
202
|
$523M
|
| Millburn Ridgefield Corp |
2025 Q1
|
4/15/2025, 03:35 PM |
49
|
$4.13B
|
| Capital Advisory Group Advisory Services, LLC |
2025 Q1
|
4/15/2025, 03:35 PM |
174
|
$262M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q1
|
4/15/2025, 03:24 PM |
32
|
$1.24B
|
| Zhang Financial LLC |
2025 Q1
|
4/15/2025, 03:23 PM |
301
|
$1.89B
|
| Paladin Advisory Group, LLC |
2025 Q1
|
4/15/2025, 03:23 PM |
229
|
$125M
|
| Exchange Bank |
2025 Q1
|
4/15/2025, 03:20 PM |
113
|
$124M
|
| COERENTE CAPITAL MANAGEMENT |
2025 Q1
|
4/15/2025, 03:19 PM |
38
|
$513M
|
| NewGen Asset Management Ltd |
2025 Q1
|
4/15/2025, 03:17 PM |
26
|
$103M
|
| 1623 Capital LLC |
2025 Q1
|
4/15/2025, 03:17 PM |
0
|
$0
|
| Noble Wealth Management PBC |
2025 Q1
|
4/15/2025, 03:16 PM |
495
|
$146M
|
| Ulland Investment Advisors, LLC |
2025 Q1
|
4/15/2025, 03:14 PM |
214
|
$120M
|
| FLYWHEEL PRIVATE WEALTH LLC |
2025 Q1
|
4/15/2025, 03:14 PM |
82
|
$110M
|
| Baker Ellis Asset Management LLC |
2025 Q1
|
4/15/2025, 03:09 PM |
221
|
$693M
|
| Chris Bulman Inc |
2025 Q1
|
4/15/2025, 03:08 PM |
121
|
$158M
|
| Magnolia Private Wealth, LLC |
2025 Q1
|
4/15/2025, 03:03 PM |
109
|
$111M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/15/2025, 03:02 PM |
483
|
$667M
|
| Investment Partners Asset Management, Inc. |
2025 Q1
|
4/15/2025, 02:57 PM |
147
|
$127M
|
| McKinley Carter Wealth Services, Inc. |
2025 Q1
|
4/15/2025, 02:51 PM |
297
|
$1.62B
|
| Trinity Financial Advisors LLC |
2025 Q1
|
4/15/2025, 02:47 PM |
88
|
$192M
|
| Christian Investment Advisors, Inc. |
2025 Q1
|
4/15/2025, 02:46 PM |
12
|
$144M
|
| Laurel Wealth Advisors LLC |
2025 Q1
|
4/15/2025, 02:45 PM |
696
|
$639M
|
| Transform Wealth, LLC |
2025 Q1
|
4/15/2025, 02:44 PM |
242
|
$1.65B
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2025 Q1
|
4/15/2025, 02:44 PM |
48
|
$162M
|
| Mainsail Financial Group, LLC |
2025 Q1
|
4/15/2025, 02:43 PM |
49
|
$176M
|
| Ironwood Financial, llc |
2025 Q1
|
4/15/2025, 02:40 PM |
160
|
$466M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q1
|
4/15/2025, 02:39 PM |
318
|
$860M
|
| Eagle Capital Management, LLC |
2025 Q1
|
4/15/2025, 02:20 PM |
40
|
$226M
|
| Traction Financial Partners, LLC |
2025 Q1
|
4/15/2025, 02:19 PM |
52
|
$128M
|
| FIDUCIARY ADVISORS, INC. |
2025 Q1
|
4/15/2025, 02:18 PM |
95
|
$101M
|
| Bard Financial Services, Inc. |
2025 Q1
|
4/15/2025, 02:16 PM |
206
|
$818M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2025 Q1
|
4/15/2025, 02:14 PM |
180
|
$2.15B
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q1
|
4/15/2025, 02:11 PM |
107
|
$464M
|
| Focus Financial Network, Inc. |
2025 Q1
|
4/15/2025, 02:00 PM |
684
|
$2.45B
|
| InTrack Investment Management Inc |
2025 Q1
|
4/15/2025, 01:58 PM |
90
|
$110M
|
| Rubicon Global Capital Ltd |
2025 Q1
|
4/15/2025, 01:55 PM |
10
|
$293M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/15/2025, 01:53 PM |
221
|
$2.65B
|
| EdgeRock Capital LLC |
2025 Q1
|
4/15/2025, 01:49 PM |
68
|
$140M
|
| Martin Capital Partners, LLC |
2025 Q1
|
4/15/2025, 01:49 PM |
58
|
$83.6M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2025 Q1
|
4/15/2025, 01:46 PM |
87
|
$161M
|
| Ellenbecker Investment Group |
2025 Q1
|
4/15/2025, 01:41 PM |
112
|
$556M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q1
|
4/15/2025, 01:34 PM |
34
|
$122M
|
| Charis Legacy Partners, LLC |
2025 Q1
|
4/15/2025, 01:30 PM |
26
|
$52.8M
|