| 1/23/2026 |
Helios Capital Management Pte. Ltd
|
Dec 2025 |
$146M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Cathy Pareto & Associates, Inc
|
Dec 2025 |
$144M
|
— |
EDGAR ↗
|
| 1/23/2026 |
SpringVest Wealth Management LLC
|
Dec 2025 |
$144M
|
73 |
EDGAR ↗
|
| 1/23/2026 |
S. R. Schill & Associates
|
Dec 2025 |
$142M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Kagan Cocozza Asset Management
|
Dec 2025 |
$141M
|
64 |
EDGAR ↗
|
| 1/23/2026 |
Uptown Financial Advisors LLC
|
Dec 2025 |
$140M
|
78 |
EDGAR ↗
|
| 1/23/2026 |
Forefront Wealth Management Inc.
|
Dec 2025 |
$139M
|
71 |
EDGAR ↗
|
| 1/23/2026 |
Summit Financial Consulting LLC
|
Dec 2025 |
$138M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Eagle Bay Advisors LLC
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/23/2026 |
PMG Wealth Management, Inc.
|
Dec 2025 |
$136M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Axos Invest Inc.
|
Dec 2025 |
$136M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Legacy Advisory Services, LLC
|
Dec 2025 |
$133M
|
50 |
EDGAR ↗
|
| 1/23/2026 |
John S. & James L. Knight Foundation, Inc.
|
Dec 2025 |
$131M
|
3 |
EDGAR ↗
|
| 1/23/2026 |
Vested Financial Planning, LLC
|
Dec 2025 |
$130M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Paragon Capital Management Inc
|
Dec 2025 |
$129M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Guardian Investment Management
|
Dec 2025 |
$128M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Journey Beyond Wealth, LLC
|
Dec 2025 |
$126M
|
31 |
EDGAR ↗
|
| 1/23/2026 |
Split Rock Private Trading & Wealth Management, LLC
|
Dec 2025 |
$125M
|
— |
EDGAR ↗
|
| 1/23/2026 |
JM2 Capital Inc.
|
Dec 2025 |
$124M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Prosperity Advisers, LLC
|
Dec 2025 |
$121M
|
40 |
EDGAR ↗
|
BullishAgent
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener