| 10/15/2025 |
Stephens Consulting, LLC
|
Sep 2025 |
$292M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Scratch Capital Llc
|
Sep 2025 |
$152M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Matrix Asset Advisors Inc/Ny
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/14/2025 |
Westwind Capital
|
Sep 2025 |
$479M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Daily Journal Corp
|
Sep 2025 |
$262M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Bernard Wealth Management Corp.
|
Sep 2025 |
$239M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Delta Capital Management Llc
|
Sep 2025 |
$193M
|
— |
EDGAR ↗
|
| 10/14/2025 |
RK Asset Management, LLC
|
Sep 2025 |
$110M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Profit Investment Management, LLC
|
Sep 2025 |
$80M
|
— |
EDGAR ↗
|
| 10/14/2025 |
AIFG Consultants Ltd.
|
Sep 2025 |
$57M
|
— |
EDGAR ↗
|
| 10/14/2025 |
Livelsberger Financial Advisory
|
Sep 2025 |
$3M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Voya Investment Management Llc
|
Sep 2025 |
$100.2B
|
— |
EDGAR ↗
|
| 10/9/2025 |
Long Run Wealth Advisors, LLC
|
Sep 2025 |
$509M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Websterrogers Financial Advisors, Llc
|
Sep 2025 |
$333M
|
— |
EDGAR ↗
|
| 10/9/2025 |
Surience Private Wealth Llc
|
Sep 2025 |
$109M
|
— |
EDGAR ↗
|
| 10/8/2025 |
Charis Legacy Partners, LLC
|
Sep 2025 |
$67M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Kawa Capital Management, Inc
|
Sep 2025 |
$55M
|
— |
EDGAR ↗
|
| 8/14/2025 |
Scge Management, L.P.
|
Jun 2025 |
$4.8B
|
— |
EDGAR ↗
|
| 8/14/2025 |
BlueCrest Capital Management Ltd
|
Jun 2025 |
$2.6B
|
— |
EDGAR ↗
|
| 8/14/2025 |
Scion Asset Management
|
Jun 2025 |
$578M
|
15 |
—
|
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