| 5/14/2026 |
Trivant Custom Portfolio Group, LLC
|
Mar 2026 |
$182M
|
81 |
EDGAR ↗
|
| 5/14/2026 |
Santa Monica Partners Lp
|
Mar 2026 |
$179M
|
13 |
EDGAR ↗
|
| 5/14/2026 |
Presima Securities ULC
|
Mar 2026 |
$178M
|
48 |
EDGAR ↗
|
| 5/14/2026 |
Gross & Hartman Investments LLC
|
Dec 2025 |
$175M
|
72 |
EDGAR ↗
|
| 5/14/2026 |
Delos Wealth Advisors, LLC
|
Mar 2026 |
$175M
|
260 |
EDGAR ↗
|
| 5/14/2026 |
Royalty Pharma Sub-Manager, LLC
|
Mar 2026 |
$173M
|
4 |
EDGAR ↗
|
| 5/14/2026 |
Bullseye Asset Management LLC
|
Mar 2026 |
$173M
|
60 |
EDGAR ↗
|
| 5/14/2026 |
Guardian Asset Advisors, LLC
|
Mar 2026 |
$171M
|
102 |
EDGAR ↗
|
| 5/14/2026 |
ARP Global Capital Ltd
|
Mar 2026 |
$170M
|
19 |
EDGAR ↗
|
| 5/14/2026 |
RiverGlades Family Offices LLC
|
Mar 2026 |
$170M
|
87 |
EDGAR ↗
|
| 5/14/2026 |
William Allan Corp
|
Mar 2026 |
$169M
|
59 |
EDGAR ↗
|
| 5/14/2026 |
Knott David M Jr
|
Mar 2026 |
$168M
|
88 |
EDGAR ↗
|
| 5/14/2026 |
Integrity Wealth Advisors, Inc.
|
Mar 2026 |
$168M
|
73 |
EDGAR ↗
|
| 5/14/2026 |
Lighthouse Financial LLC
|
Mar 2026 |
$166M
|
76 |
EDGAR ↗
|
| 5/14/2026 |
Taylor Financial Group, Inc.
|
Mar 2026 |
$165M
|
99 |
EDGAR ↗
|
| 5/14/2026 |
Clutterbuck Capital Management LLC
|
Mar 2026 |
$164M
|
5 |
EDGAR ↗
|
| 5/14/2026 |
VMS Asset Management Limited
|
Mar 2026 |
$164M
|
23 |
EDGAR ↗
|
| 5/14/2026 |
Affinity Investment Advisors, Llc
|
Mar 2026 |
$160M
|
137 |
EDGAR ↗
|
| 5/14/2026 |
Propel Bio Management, LLC
|
Mar 2026 |
$159M
|
38 |
EDGAR ↗
|
| 5/14/2026 |
Deepwater Asset Management, Llc
|
Mar 2026 |
$158M
|
39 |
EDGAR ↗
|