| 1/29/2026 |
Farmers & Merchants Trust Co Of Long Beach
|
Dec 2025 |
$438M
|
306 |
EDGAR ↗
|
| 1/29/2026 |
Dumont & Blake Investment Advisors Llc
|
Dec 2025 |
$416M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Aspen Capital Management, LLC
|
Dec 2025 |
$404M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Saybrook Capital /Nc
|
Dec 2025 |
$402M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Gray Foundation
|
Dec 2025 |
$399M
|
11 |
EDGAR ↗
|
| 1/29/2026 |
Supplemental Annuity Collective Trust of NJ
|
Dec 2025 |
$387M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Kercheville Advisors, LLC
|
Dec 2025 |
$382M
|
117 |
EDGAR ↗
|
| 1/29/2026 |
Warren Street Wealth Advisors, LLC
|
Dec 2025 |
$350M
|
128 |
EDGAR ↗
|
| 1/29/2026 |
Beirne Wealth Consulting Services, LLC
|
Dec 2025 |
$345M
|
106 |
EDGAR ↗
|
| 1/29/2026 |
Veracity Capital LLC
|
Dec 2025 |
$340M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Comprehensive Financial Consultants Institutional, Inc.
|
Dec 2025 |
$331M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Matthews International Capital Management Llc
|
Dec 2025 |
$329M
|
40 |
EDGAR ↗
|
| 1/29/2026 |
Anchyra Partners Llc
|
Dec 2025 |
$326M
|
259 |
EDGAR ↗
|
| 1/29/2026 |
Rakuten Securities, Inc.
|
Dec 2025 |
$308M
|
892 |
EDGAR ↗
|
| 1/29/2026 |
Roth Financial Partners LLC
|
Dec 2025 |
$303M
|
32 |
EDGAR ↗
|
| 1/29/2026 |
Ariose Capital Management Ltd
|
Dec 2025 |
$299M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Lazari Capital Management, Inc.
|
Dec 2025 |
$298M
|
166 |
EDGAR ↗
|
| 1/29/2026 |
Carmel Capital Partners, LLC
|
Dec 2025 |
$285M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Seven Post Investment Office LP
|
Dec 2025 |
$280M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Dupree Financial Group, LLC
|
Dec 2025 |
$274M
|
80 |
EDGAR ↗
|
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