| 1/26/2026 |
Grand Wealth Management, Llc
|
Dec 2025 |
$221M
|
— |
EDGAR ↗
|
| 1/26/2026 |
Taylor Frigon Capital Management LLC
|
Dec 2025 |
$198M
|
— |
EDGAR ↗
|
| 1/26/2026 |
Nicholson Wealth Management Group, LLC
|
Dec 2025 |
$170M
|
— |
EDGAR ↗
|
| 1/26/2026 |
Lakewood Asset Management LLC
|
Dec 2025 |
$170M
|
— |
EDGAR ↗
|
| 1/26/2026 |
Zeit Capital LLC
|
Dec 2025 |
$148M
|
— |
EDGAR ↗
|
| 1/26/2026 |
DeLarme Wealth Management, Inc.
|
Dec 2025 |
$141M
|
— |
EDGAR ↗
|
| 1/26/2026 |
Haven Global Partners, LLC
|
Dec 2025 |
$136M
|
— |
EDGAR ↗
|
| 1/26/2026 |
Dynamic Financial Group
|
Dec 2025 |
$117M
|
— |
EDGAR ↗
|
| 1/26/2026 |
Northwestern University
|
Dec 2025 |
$105,670
|
— |
EDGAR ↗
|
| 1/23/2026 |
Assetmark, Inc
|
Dec 2025 |
$49.0B
|
3,370 |
EDGAR ↗
|
| 1/23/2026 |
Factory Mutual Insurance Co
|
Dec 2025 |
$9.9B
|
— |
EDGAR ↗
|
| 1/23/2026 |
State of Alaska, Department of Revenue
|
Dec 2025 |
$9.4B
|
3,587 |
EDGAR ↗
|
| 1/23/2026 |
Carnegie Investment Counsel
|
Dec 2025 |
$5.4B
|
564 |
EDGAR ↗
|
| 1/23/2026 |
Deprince Race & Zollo Inc
|
Dec 2025 |
$5.2B
|
— |
EDGAR ↗
|
| 1/23/2026 |
Donor Advised Charitable Giving, Inc.
|
Dec 2025 |
$4.5B
|
— |
EDGAR ↗
|
| 1/23/2026 |
U.S. Capital Wealth Advisors, LLC
|
Dec 2025 |
$3.8B
|
988 |
EDGAR ↗
|
| 1/23/2026 |
Nationwide Fund Advisors
|
Dec 2025 |
$2.3B
|
10 |
EDGAR ↗
|
| 1/23/2026 |
Portman Square Capital LLP
|
Dec 2025 |
$2.3B
|
117 |
EDGAR ↗
|
| 1/23/2026 |
Cambiar Investors Llc
|
Dec 2025 |
$2.2B
|
— |
EDGAR ↗
|
| 1/23/2026 |
Ami Asset Management Corp
|
Dec 2025 |
$1.8B
|
91 |
EDGAR ↗
|
BullishAgent
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener