| 12/1/2025 |
Pcg Asset Management, Llc
|
Sep 2025 |
$125M
|
— |
EDGAR ↗
|
| 11/24/2025 |
LifeGoal Investments, LLC
|
Sep 2025 |
$120M
|
— |
EDGAR ↗
|
| 11/21/2025 |
CIBC Bancorp USA Inc.
|
Sep 2025 |
$18.3B
|
— |
EDGAR ↗
|
| 11/21/2025 |
Blue Fin Capital, Inc.
|
Sep 2025 |
$636M
|
— |
EDGAR ↗
|
| 11/21/2025 |
HealthCor Partners Management LP
|
Sep 2025 |
$225M
|
— |
EDGAR ↗
|
| 11/21/2025 |
Magnolia Wealth Management, LLC
|
Sep 2025 |
$162M
|
— |
EDGAR ↗
|
| 11/21/2025 |
Newport Capital Group, LLC
|
Sep 2025 |
$159M
|
— |
EDGAR ↗
|
| 11/21/2025 |
Sulzberger Capital Advisors, Inc.
|
Sep 2025 |
$90M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Speece Thorson Capital Group Inc
|
Sep 2025 |
$500M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Caerus Investment Advisors, LLC
|
Sep 2025 |
$245M
|
— |
EDGAR ↗
|
| 11/20/2025 |
First Affirmative Financial Network
|
Sep 2025 |
$213M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Carolinas Wealth Consulting Llc
|
Sep 2025 |
$1
|
— |
EDGAR ↗
|
| 11/19/2025 |
AdviceOne Advisory Services, LLC
|
Sep 2025 |
$150M
|
— |
EDGAR ↗
|
| 11/18/2025 |
Pictet Asset Management Holding SA
|
Sep 2025 |
$103.8B
|
— |
EDGAR ↗
|
| 11/18/2025 |
Acuitas Investments, LLC
|
Sep 2025 |
$156M
|
— |
EDGAR ↗
|
| 11/18/2025 |
US Asset Management LLC
|
Sep 2025 |
$122M
|
— |
EDGAR ↗
|
| 11/17/2025 |
Laurion Capital Management LP
|
Sep 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 11/17/2025 |
First Foundation Advisors
|
Sep 2025 |
$2.7B
|
— |
EDGAR ↗
|
| 11/17/2025 |
Reynders McVeigh Capital Management, LLC
|
Sep 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 11/17/2025 |
Paul R. Ried Financial Group, LLC
|
Sep 2025 |
$198M
|
— |
EDGAR ↗
|
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