| 11/13/2025 |
Aull & Monroe Investment Management Corp
|
Sep 2025 |
$196M
|
— |
EDGAR ↗
|
| 11/13/2025 |
Benchmark Investment Advisors LLC
|
Sep 2025 |
$172M
|
— |
EDGAR ↗
|
| 11/13/2025 |
Ulland Investment Advisors, LLC
|
Sep 2025 |
$133M
|
— |
EDGAR ↗
|
| 11/13/2025 |
Planwiser Financial, Llc
|
Sep 2025 |
$126M
|
— |
EDGAR ↗
|
| 11/13/2025 |
CM Management, LLC
|
Sep 2025 |
$120M
|
— |
EDGAR ↗
|
| 11/13/2025 |
TSG Consumer Partners LP
|
Sep 2025 |
$119M
|
— |
EDGAR ↗
|
| 11/13/2025 |
RD Lewis Holdings, Inc.
|
Sep 2025 |
$107M
|
— |
EDGAR ↗
|
| 11/13/2025 |
Mercuria Capital Strategies, LLC
|
Sep 2025 |
$76M
|
— |
EDGAR ↗
|
| 11/13/2025 |
Inclusive Capital Partners
|
Sep 2025 |
$1
|
— |
—
|
| 11/12/2025 |
Us Bancorp \De\
|
Sep 2025 |
$84.4B
|
— |
EDGAR ↗
|
| 11/12/2025 |
Principal Securities, Inc.
|
Sep 2025 |
$6.1B
|
— |
EDGAR ↗
|
| 11/12/2025 |
JMG Financial Group, Ltd.
|
Sep 2025 |
$3.5B
|
— |
EDGAR ↗
|
| 11/12/2025 |
Robertson Stephens Wealth Management, LLC
|
Sep 2025 |
$3.3B
|
— |
EDGAR ↗
|
| 11/12/2025 |
Himalaya Capital Management LLC
|
Sep 2025 |
$3.2B
|
— |
EDGAR ↗
|
| 11/12/2025 |
Montag A & Associates Inc
|
Sep 2025 |
$2.2B
|
— |
EDGAR ↗
|
| 11/12/2025 |
Trust Asset Management LLC
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 11/12/2025 |
First Long Island Investors, LLC
|
Sep 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 11/12/2025 |
Technology Crossover Management IX, Ltd.
|
Sep 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 11/12/2025 |
E-L Financial Corp Ltd
|
Sep 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 11/12/2025 |
Seven Grand Managers, Llc
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|