| 1/7/2026 |
Winebrenner Capital Management Llc
|
Dec 2025 |
$150M
|
138 |
EDGAR ↗
|
| 1/7/2026 |
Clark & Stuart, Inc
|
Dec 2025 |
$145M
|
51 |
EDGAR ↗
|
| 1/7/2026 |
American Asset Management Inc.
|
Dec 2025 |
$118M
|
35 |
EDGAR ↗
|
| 1/7/2026 |
Qp Wealth Management, Llc
|
Dec 2025 |
$113M
|
105 |
EDGAR ↗
|
| 1/7/2026 |
Green Alpha Advisors, LLC
|
Dec 2025 |
$109M
|
115 |
EDGAR ↗
|
| 1/7/2026 |
Sulzberger Capital Advisors, Inc.
|
Dec 2025 |
$99M
|
52 |
EDGAR ↗
|
| 1/7/2026 |
Puff Wealth Management, Llc
|
Dec 2025 |
$77M
|
70 |
EDGAR ↗
|
| 1/7/2026 |
Livelsberger Financial Advisory
|
Dec 2025 |
$1
|
— |
EDGAR ↗
|
| 1/6/2026 |
Platinum Equity Advisors, LLC/DE
|
Sep 2025 |
$7.7B
|
5 |
EDGAR ↗
|
| 1/6/2026 |
Farmers Trust Co
|
Dec 2025 |
$613M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Hoffman, Alan N Investment Management
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Barden Capital Management, Inc.
|
Dec 2025 |
$122M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Asset Value Investors Ltd
|
Dec 2025 |
$117M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Platinum Equity Advisors, LLC/DE
|
Sep 2025 |
$447,264
|
1 |
EDGAR ↗
|
| 1/5/2026 |
Union Bancaire Privee, UBP SA
|
Dec 2025 |
$8.4B
|
503 |
EDGAR ↗
|
| 1/5/2026 |
Park National Corp /Oh/
|
Dec 2025 |
$3.2B
|
511 |
EDGAR ↗
|
| 1/5/2026 |
CGN Advisors LLC
|
Dec 2025 |
$1.3B
|
313 |
EDGAR ↗
|
| 1/5/2026 |
Coastline Trust Co
|
Dec 2025 |
$1.1B
|
566 |
EDGAR ↗
|
| 1/5/2026 |
First Hawaiian Bank
|
Dec 2025 |
$752M
|
146 |
EDGAR ↗
|
| 1/5/2026 |
Foguth Wealth Management, LLC.
|
Dec 2025 |
$645M
|
175 |
EDGAR ↗
|
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