| 2/17/2026 |
SPWM Advisors LLC
|
Dec 2025 |
$105M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Risk Paradigm Group, LLC
|
Dec 2025 |
$104M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Expect Equity LLC
|
Dec 2025 |
$103M
|
47 |
EDGAR ↗
|
| 2/17/2026 |
Vines Capital Management, LLC
|
Dec 2025 |
$103M
|
— |
EDGAR ↗
|
| 2/17/2026 |
River'S Edge Wealth Management, Llc
|
Dec 2025 |
$102M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Silversmith Partners I GP, LLC
|
Dec 2025 |
$101M
|
1 |
EDGAR ↗
|
| 2/17/2026 |
Townsend Financial Planning, LLC
|
Dec 2025 |
$100M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Michelson Medical Research Foundation, Inc.
|
Dec 2025 |
$100M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Ballast Financial Advisors LLC
|
Dec 2025 |
$97M
|
— |
EDGAR ↗
|
| 2/17/2026 |
truNorth Financial Services, Inc.
|
Dec 2025 |
$92M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Aspirean Wealth, LLC
|
Dec 2025 |
$92M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Decision Investments, Inc
|
Dec 2025 |
$91M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Rivulet Capital, Llc
|
Dec 2025 |
$91M
|
— |
EDGAR ↗
|
| 2/17/2026 |
SkyKnight Capital, L.P.
|
Dec 2025 |
$90M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Stenham Asset Management (UK) Plc
|
Dec 2025 |
$90M
|
16 |
EDGAR ↗
|
| 2/17/2026 |
Ishara Investments LP
|
Dec 2025 |
$87M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Verdad Advisers, LP
|
Dec 2025 |
$87M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Magma Venture Partners General Partner Ltd.
|
Dec 2025 |
$86M
|
— |
EDGAR ↗
|
| 2/17/2026 |
Stadium Capital Management Llc
|
Dec 2025 |
$86M
|
6 |
EDGAR ↗
|
| 2/17/2026 |
13D Management LLC
|
Dec 2025 |
$84M
|
— |
EDGAR ↗
|