| Neville Rodie & Shaw Inc |
2025 Q2
|
7/1/2025, 09:22 PM |
247
|
$1.35B
|
| Bank Of Nova Scotia |
2025 Q1 - Restatement
|
7/2/2025, 02:47 PM |
935
|
$44.5B
|
| Bank Of Nova Scotia |
2024 Q4 - Restatement
|
7/2/2025, 02:41 PM |
955
|
$57.2B
|
| Legacy Wealth Management, LLC / MS |
2025 Q2
|
7/1/2025, 04:19 PM |
90
|
$329M
|
| Kera Capital Partners, Inc. |
2025 Q2
|
7/1/2025, 02:55 PM |
350
|
$508M
|
| Bush Investment Group, Llc |
2025 Q2
|
7/1/2025, 01:11 PM |
36
|
$149M
|
| BancFirst Trust & Investment Management |
2025 Q2
|
7/1/2025, 01:05 PM |
40
|
$216M
|
| Prysm Capital, L.P. |
2025 Q2
|
7/1/2025, 04:18 PM |
1
|
$10.6M
|
| GP Brinson Investments LLC |
2025 Q2
|
6/30/2025, 05:44 PM |
16
|
$235M
|
| Burkett Financial Services, Llc |
2025 Q2
|
7/1/2025, 02:57 PM |
224
|
$278M
|
| Stonehearth Capital Management, LLC |
2025 Q2
|
7/1/2025, 10:38 AM |
93
|
$241M
|
| Harbor Investment Advisory, Llc |
2025 Q2
|
7/1/2025, 04:09 PM |
1170
|
$1.09B
|
| Private Client Services, Llc |
2025 Q2
|
7/1/2025, 01:13 PM |
197
|
$257M
|
| Cacti Asset Management Llc |
2025 Q2
|
7/1/2025, 05:23 PM |
76
|
$1.41B
|
| Confluence Investment Management Llc |
2025 Q2
|
7/1/2025, 04:21 PM |
287
|
$7.08B
|
| Pensionfund DSM Netherlands |
2025 Q2
|
7/1/2025, 06:46 AM |
71
|
$148M
|
| First National Bank Sioux Falls |
2025 Q2
|
7/1/2025, 03:16 PM |
134
|
$272M
|
| Park National Corp /Oh/ |
2025 Q2
|
7/1/2025, 04:17 PM |
289
|
$3.03B
|
| Cullen Investment Group, Ltd. |
2025 Q2
|
7/1/2025, 11:02 AM |
177
|
$708M
|
| Rowlandmiller & Partners.Adv |
2025 Q2
|
7/1/2025, 11:40 AM |
187
|
$485M
|
| Stonebridge Capital Management Inc |
2025 Q2
|
7/1/2025, 02:18 PM |
86
|
$256M
|
| Arthedge Capital Management, LLC |
2025 Q2 - Restatement
|
9/15/2025, 02:41 PM |
9
|
$145M
|
| Amiral Gestion |
2024 Q4 - Restatement
|
9/15/2025, 09:59 AM |
31
|
$158M
|
| Amiral Gestion |
2025 Q1 - Restatement
|
9/15/2025, 09:56 AM |
27
|
$182M
|
| Amiral Gestion |
2025 Q2
|
9/15/2025, 09:23 AM |
21
|
$232M
|
| Charles Schwab Investment Management Inc |
2025 Q1 - Restatement
|
9/15/2025, 09:08 AM |
3473
|
$533B
|
| Amiral Gestion |
2025 Q1
|
9/15/2025, 07:30 AM |
27
|
$182M
|
| Migdal Insurance & Financial Holdings Ltd. |
2025 Q2 - New Holdings
|
9/15/2025, 06:08 AM |
334
|
$8.42B
|
| Bank Julius Baer & Co. Ltd, Zurich |
2025 Q1 - Restatement
|
9/17/2025, 11:00 AM |
612
|
$30.8B
|
| Valeo Financial Advisors, LLC |
2025 Q2 - Restatement
|
9/12/2025, 12:04 PM |
751
|
$4.06B
|
| L1 Capital Pty Ltd |
2025 Q2 - Restatement
|
9/11/2025, 11:38 AM |
30
|
$1.65B
|
| Milestones Private Investment Advisors LLC |
2025 Q2
|
9/11/2025, 03:41 PM |
119
|
$135M
|
| Silicon Valley Capital Partners |
2025 Q2
|
9/11/2025, 01:38 PM |
302
|
$958M
|
| WT Wealth Management |
2025 Q2
|
9/10/2025, 05:09 PM |
147
|
$338M
|
| Troy Asset Management Ltd |
2025 Q2 - New Holdings
|
9/10/2025, 09:25 AM |
1
|
$61.9M
|
| Troy Asset Management Ltd |
2025 Q1 - New Holdings
|
9/10/2025, 09:23 AM |
1
|
$40M
|
| Troy Asset Management Ltd |
2024 Q4 - New Holdings
|
9/10/2025, 09:20 AM |
1
|
$35.9M
|
| Troy Asset Management Ltd |
2024 Q3 - New Holdings
|
9/10/2025, 09:17 AM |
1
|
$42.6M
|
| Troy Asset Management Ltd |
2024 Q2 - New Holdings
|
9/10/2025, 09:15 AM |
1
|
$38.1M
|
| Troy Asset Management Ltd |
2024 Q1 - New Holdings
|
9/10/2025, 09:12 AM |
1
|
$38.3M
|
| Troy Asset Management Ltd |
2023 Q4 - New Holdings
|
9/10/2025, 09:10 AM |
1
|
$30.4M
|
| Troy Asset Management Ltd |
2023 Q2 - New Holdings
|
9/10/2025, 09:05 AM |
1
|
$29.9M
|
| Troy Asset Management Ltd |
2023 Q1 - New Holdings
|
9/10/2025, 09:02 AM |
1
|
$32.2M
|
| Troy Asset Management Ltd |
2023 Q1 - New Holdings
|
9/10/2025, 08:59 AM |
1
|
$27.5M
|
| Troy Asset Management Ltd |
2022 Q4 - New Holdings
|
9/10/2025, 08:56 AM |
1
|
$29.8M
|
| Troy Asset Management Ltd |
2022 Q3 - New Holdings
|
9/10/2025, 08:53 AM |
1
|
$25.7M
|
| Troy Asset Management Ltd |
2022 Q2 - New Holdings
|
9/10/2025, 08:50 AM |
1
|
$33.7M
|
| Troy Asset Management Ltd |
2022 Q1 - New Holdings
|
9/10/2025, 08:47 AM |
1
|
$35.6M
|
| Troy Asset Management Ltd |
2021 Q4 - New Holdings
|
9/10/2025, 08:44 AM |
1
|
$39.4M
|
| Troy Asset Management Ltd |
2021 Q3 - New Holdings
|
9/10/2025, 08:03 AM |
1
|
$36.4M
|
| Troy Asset Management Ltd |
2021 Q2 - New Holdings
|
9/10/2025, 08:00 AM |
1
|
$30.9M
|
| Troy Asset Management Ltd |
2021 Q1 - New Holdings
|
9/10/2025, 07:56 AM |
1
|
$23.4M
|
| Troy Asset Management Ltd |
2020 Q4 - New Holdings
|
9/10/2025, 07:54 AM |
1
|
$22.2M
|
| Troy Asset Management Ltd |
2020 Q3 - New Holdings
|
9/10/2025, 07:49 AM |
1
|
$19M
|
| Troy Asset Management Ltd |
2020 Q2 - New Holdings
|
9/10/2025, 07:45 AM |
1
|
$13.3M
|
| Troy Asset Management Ltd |
2020 Q1 - New Holdings
|
9/10/2025, 07:42 AM |
1
|
$7.43M
|
| Troy Asset Management Ltd |
2019 Q4 - New Holdings
|
9/10/2025, 07:38 AM |
1
|
$7.03M
|
| Troy Asset Management Ltd |
2019 Q3 - New Holdings
|
9/10/2025, 07:35 AM |
1
|
$6.51M
|
| Troy Asset Management Ltd |
2019 Q1 - New Holdings
|
9/10/2025, 07:29 AM |
1
|
$5.46M
|