| 10/28/2025 |
Jackson Hole Capital Partners, LLC
|
Sep 2025 |
$585M
|
— |
EDGAR ↗
|
| 10/28/2025 |
First National Bank & Trust Co Of Newtown
|
Sep 2025 |
$528M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Alliance Wealth Management Group
|
Sep 2025 |
$450M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Forefront Wealth Management Inc.
|
Sep 2025 |
$136M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Koa Wealth Management, LLC
|
Sep 2025 |
$135M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Mackay Shields Llc
|
Sep 2025 |
$2.9B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Quent Capital, LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
One Day In July LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Wealth Advisory Solutions, LLC
|
Sep 2025 |
$413M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Elite Wealth Management, Inc.
|
Sep 2025 |
$386M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Q3 Asset Management
|
Sep 2025 |
$292M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Hoertkorn Richard Charles
|
Sep 2025 |
$259M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Prosperitas Financial LLC
|
Sep 2025 |
$241M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Touchstone Capital, Inc.
|
Sep 2025 |
$195M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)
|
Sep 2025 |
$125M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Lattice Capital Management, LLC
|
Sep 2025 |
$104M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Spectrum Asset Management, Inc.
|
Sep 2025 |
$49M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Associated Banc-Corp
|
Sep 2025 |
$3.8B
|
— |
EDGAR ↗
|
| 10/24/2025 |
FengHe Fund Management Pte. Ltd.
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/24/2025 |
Marquette Asset Management, LLC
|
Sep 2025 |
$653M
|
— |
EDGAR ↗
|
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