| 1/5/2026 |
Kopion Asset Management, LLC
|
Dec 2025 |
$140M
|
18 |
EDGAR ↗
|
| 1/5/2026 |
Roxbury Financial LLC
|
Dec 2025 |
$111M
|
371 |
EDGAR ↗
|
| 1/5/2026 |
Miller Global Investments, LLC
|
Dec 2025 |
$110M
|
247 |
EDGAR ↗
|
| 1/5/2026 |
City Center Advisors, LLC
|
Dec 2025 |
$109M
|
157 |
EDGAR ↗
|
| 1/5/2026 |
RK Asset Management, LLC
|
Dec 2025 |
$106M
|
23 |
EDGAR ↗
|
| 1/5/2026 |
Samson Rock Capital LLP
|
Dec 2025 |
$61M
|
3 |
EDGAR ↗
|
| 1/5/2026 |
Aryeh Capital Management Ltd.
|
Dec 2025 |
$1
|
1 |
EDGAR ↗
|
| 1/2/2026 |
Cacti Asset Management Llc
|
Dec 2025 |
$1.7B
|
79 |
EDGAR ↗
|
| 1/2/2026 |
First Financial Bank - Trust Division
|
Dec 2025 |
$1.2B
|
405 |
EDGAR ↗
|
| 1/2/2026 |
Insight Wealth Strategies, LLC
|
Dec 2025 |
$872M
|
171 |
EDGAR ↗
|
| 1/2/2026 |
Global Wealth Strategies & Associates
|
Dec 2025 |
$401M
|
549 |
EDGAR ↗
|
| 1/2/2026 |
Boltwood Capital Management
|
Dec 2025 |
$385M
|
182 |
EDGAR ↗
|
| 1/2/2026 |
GP Brinson Investments LLC
|
Dec 2025 |
$232M
|
15 |
EDGAR ↗
|
| 1/2/2026 |
LBJ Family Wealth Advisors, Ltd.
|
Dec 2025 |
$182M
|
29 |
EDGAR ↗
|
| 1/2/2026 |
McAlister, Sweet & Associates, Inc.
|
Dec 2025 |
$132M
|
25 |
EDGAR ↗
|
| 12/31/2025 |
Pvg Asset Management Corp
|
Sep 2025 |
$27M
|
— |
EDGAR ↗
|
| 12/29/2025 |
Davis Selected Advisers
|
Sep 2025 |
$19.2B
|
— |
EDGAR ↗
|
| 12/15/2025 |
Hudson Bay Capital Management LP
|
Sep 2025 |
$30.1B
|
— |
EDGAR ↗
|
| 12/8/2025 |
Tull Financial Group, Inc.
|
Sep 2025 |
$226M
|
— |
EDGAR ↗
|
| 12/1/2025 |
RIA Advisory Group LLC
|
Sep 2025 |
$390M
|
— |
EDGAR ↗
|
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