| 1/5/2026 |
GoalVest Advisory LLC
|
Dec 2025 |
$522M
|
513 |
EDGAR ↗
|
| 1/5/2026 |
Catherine Avery Investment Management LLC
|
Dec 2025 |
$167M
|
159 |
EDGAR ↗
|
| 1/5/2026 |
Grant Private Wealth Management Inc
|
Dec 2025 |
$166M
|
135 |
EDGAR ↗
|
| 1/5/2026 |
Horizons Wealth Management
|
Dec 2025 |
$153M
|
172 |
EDGAR ↗
|
| 1/5/2026 |
RK Asset Management, LLC
|
Dec 2025 |
$106M
|
23 |
EDGAR ↗
|
| 1/5/2026 |
Aryeh Capital Management Ltd.
|
Dec 2025 |
$1
|
1 |
EDGAR ↗
|
| 12/15/2025 |
Hudson Bay Capital Management LP
|
Sep 2025 |
$30.1B
|
— |
EDGAR ↗
|
| 11/21/2025 |
HealthCor Partners Management LP
|
Sep 2025 |
$225M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Speece Thorson Capital Group Inc
|
Sep 2025 |
$500M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Caerus Investment Advisors, LLC
|
Sep 2025 |
$245M
|
— |
EDGAR ↗
|
| 11/20/2025 |
First Affirmative Financial Network
|
Sep 2025 |
$213M
|
— |
EDGAR ↗
|
| 11/20/2025 |
Carolinas Wealth Consulting Llc
|
Sep 2025 |
$1
|
— |
EDGAR ↗
|
| 11/18/2025 |
US Asset Management LLC
|
Sep 2025 |
$122M
|
— |
EDGAR ↗
|
| 11/17/2025 |
Laurion Capital Management LP
|
Sep 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 11/17/2025 |
First Foundation Advisors
|
Sep 2025 |
$2.7B
|
— |
EDGAR ↗
|
| 11/17/2025 |
Reynders McVeigh Capital Management, LLC
|
Sep 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 11/17/2025 |
Makaira Partners LLC
|
Sep 2025 |
$195M
|
— |
EDGAR ↗
|
| 11/14/2025 |
Jane Street Group, Llc
|
Sep 2025 |
$657.1B
|
— |
EDGAR ↗
|
| 11/14/2025 |
Northwestern Mutual Wealth Management Co
|
Sep 2025 |
$150.0B
|
— |
EDGAR ↗
|
| 11/14/2025 |
Brookfield Corp /On/
|
Sep 2025 |
$85.8B
|
— |
EDGAR ↗
|
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