| 1/20/2026 |
Hanson & Doremus Investment Management
|
Dec 2025 |
$832M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Packer & Co Ltd
|
Dec 2025 |
$376M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Joule Financial, LLC
|
Dec 2025 |
$334M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hubbell Strickland Wealth Management, LLC
|
Dec 2025 |
$249M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Shepherd Wealth Management Ltd Liability Co
|
Dec 2025 |
$144M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Westwood Wealth Management
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Payne Capital LLC
|
Dec 2025 |
$98M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Blue Trust, Inc.
|
Dec 2025 |
$8.9B
|
4,385 |
EDGAR ↗
|
| 1/16/2026 |
Beacon Investment Advisory Services, Inc.
|
Dec 2025 |
$2.5B
|
262 |
EDGAR ↗
|
| 1/16/2026 |
Howard Capital Management Group, LLC
|
Dec 2025 |
$1.6B
|
143 |
EDGAR ↗
|
| 1/16/2026 |
Beaumont Financial Advisors, LLC
|
Dec 2025 |
$1.5B
|
371 |
EDGAR ↗
|
| 1/16/2026 |
Crewe Advisors LLC
|
Dec 2025 |
$1.1B
|
1,099 |
EDGAR ↗
|
| 1/16/2026 |
Matrix Asset Advisors Inc/Ny
|
Dec 2025 |
$1.1B
|
107 |
EDGAR ↗
|
| 1/16/2026 |
DiNuzzo Private Wealth, Inc.
|
Dec 2025 |
$919M
|
1,371 |
EDGAR ↗
|
| 1/16/2026 |
First Pacific Financial
|
Dec 2025 |
$766M
|
487 |
EDGAR ↗
|
| 1/16/2026 |
CRA Financial Services, LLC
|
Dec 2025 |
$764M
|
292 |
EDGAR ↗
|
| 1/16/2026 |
Marquette Asset Management, LLC
|
Dec 2025 |
$677M
|
698 |
EDGAR ↗
|
| 1/16/2026 |
Pacific Sage Partners, LLC
|
Dec 2025 |
$631M
|
121 |
EDGAR ↗
|
| 1/16/2026 |
Mattern Wealth Management LLC
|
Dec 2025 |
$519M
|
156 |
EDGAR ↗
|
| 1/16/2026 |
Augustine Asset Management Inc
|
Dec 2025 |
$501M
|
113 |
EDGAR ↗
|
BullishAgent
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener