| 1/21/2026 |
Center For Asset Management LLC
|
Dec 2025 |
$191M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Wernau Asset Management Inc.
|
Dec 2025 |
$185M
|
49 |
EDGAR ↗
|
| 1/21/2026 |
Greenhouse Wealth Management, LLC
|
Dec 2025 |
$169M
|
60 |
EDGAR ↗
|
| 1/21/2026 |
Jericho Financial, Llp
|
Dec 2025 |
$166M
|
40 |
EDGAR ↗
|
| 1/21/2026 |
Erickson Financial Group, LLC
|
Dec 2025 |
$163M
|
25 |
EDGAR ↗
|
| 1/21/2026 |
Five Pine Wealth Management
|
Dec 2025 |
$156M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Pine Brook Road Advisors, L.P.
|
Dec 2025 |
$141M
|
1 |
EDGAR ↗
|
| 1/21/2026 |
Paladin Advisory Group, LLC
|
Dec 2025 |
$137M
|
245 |
EDGAR ↗
|
| 1/21/2026 |
Edmp, Inc.
|
Dec 2025 |
$122M
|
68 |
EDGAR ↗
|
| 1/21/2026 |
Tandem Investment Partners LLC
|
Dec 2025 |
$119M
|
70 |
EDGAR ↗
|
| 1/21/2026 |
Baer Investment Advisory LLC
|
Dec 2025 |
$105M
|
36 |
EDGAR ↗
|
| 1/21/2026 |
Delphi Management Inc /Ma/
|
Dec 2025 |
$103M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Lockerman Financial Group, Inc.
|
Dec 2025 |
$52M
|
96 |
EDGAR ↗
|
| 1/21/2026 |
Kawa Capital Management, Inc
|
Dec 2025 |
$43M
|
4 |
EDGAR ↗
|
| 1/21/2026 |
Touchstone Capital, Inc.
|
Dec 2025 |
$1
|
1 |
EDGAR ↗
|
| 1/20/2026 |
Stratos Wealth Partners, LTD.
|
Dec 2025 |
$8.8B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cohen Klingenstein LLC
|
Dec 2025 |
$3.3B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Stratos Investment Management, LLC
|
Dec 2025 |
$2.5B
|
— |
EDGAR ↗
|
| 1/20/2026 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
Dec 2025 |
$1.7B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Sheets Smith Wealth Management
|
Dec 2025 |
$911M
|
— |
EDGAR ↗
|
BullishAgent
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener