Instititional Investors (Hedge Funds) Quarterly Holdings Reports
- Institutional investors with $100 million or more in assets are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter
- Portfolio holdings include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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SEC filing services are close in the weekend and during SEC holidays.
Hedge Fund Quarterly Reports
2026-10-13 16:00 EST - 2026-10-14 16:00 EST
| # | Reported DateTime | Filer Name | New Filer | Reported Quarter | Holding Count | AUM |
| 1 | 2026-10-14 11:47:06 | Guardian Wealth Management LLC | No | 2026Q3 | 29 | $343.21M |
| 2 | 2026-10-14 11:43:13 | Silchester International Investors LLP | No | 2026Q3 | 3 | $17.27M |
| 3 | 2026-10-14 11:42:23 | Shore Point Advisors LLC | No | 2026Q3 | 78 | $267.42M |
| 4 | 2026-10-14 11:40:31 | FIRETHORN WEALTH PARTNERS LLC | No | 2026Q3 | 189 | $307.89M |
| 5 | 2026-10-14 11:37:37 | Israel Discount Bank of New York | No | 2026Q3 | 36 | $38.43M |
| 6 | 2026-10-14 11:35:05 | Generate Investment Management Ltd | No | 2026Q3 | 84 | $2.69B |
| 7 | 2026-10-14 11:35:02 | 6th Street Advisors LLC | No | 2026Q3 | 61 | $173.03M |
| 8 | 2026-10-14 11:31:43 | THURSTON SPRINGER MILLER HERD & TITAK INC. | No | 2026Q3 | 604 | $60.43M |
| 9 | 2026-10-14 11:29:44 | Henry James International Management Inc. | No | 2026Q3 | 90 | $329.98M |
| 10 | 2026-10-14 11:14:13 | Glencore plc | No | 2026Q3 | 2 | $4.58B |
| 11 | 2026-10-14 11:14:04 | Nicollet Investment Management Inc. | No | 2026Q3 | 77 | $336.06M |
| 12 | 2026-10-14 11:08:59 | ABLE Financial Group LLC | No | 2026Q3 | 209 | $533.26M |
| 13 | 2026-10-14 11:07:42 | Aspen Wealth Management LLC | No | 2026Q3 | 129 | $586.83M |
| 14 | 2026-10-14 11:06:52 | Navigate Wealth Management LLC | No | 2026Q3 | 77 | $161.13M |
| 15 | 2026-10-14 11:01:40 | N10 ASSETS LLC | No | 2026Q3 | 34 | $263.06M |
| 16 | 2026-10-14 11:01:17 | Beau Ventures LLc | Yes | 2026Q1 | 21 | $746.46M |
| 17 | 2026-10-14 11:00:37 | TriaGen Wealth Management LLC | No | 2026Q3 | 178 | $396.43M |
| 18 | 2026-10-14 10:59:47 | A. D. Beadell Investment Counsel Inc. | No | 2026Q3 | 100 | $151.21M |
| 19 | 2026-10-14 10:58:36 | Realta Investment Advisors | No | 2026Q3 | 346 | $331.81M |
| 20 | 2026-10-14 10:57:38 | Beau Ventures LLc | No | 2026Q2 | 22 | $917.84M |
| 21 | 2026-10-14 10:57:35 | M Wealth Management LLC | No | 2026Q3 | 58 | $113.63M |
| 22 | 2026-10-14 10:53:21 | Fairfield Financial Advisors LTD | No | 2026Q3 | 67 | $246.46M |
| 23 | 2026-10-14 10:53:12 | Beau Ventures LLc | No | 2026Q3 | 23 | $1.06B |
| 24 | 2026-10-14 10:47:08 | Consilium Wealth Advisory LLC | No | 2026Q3 | 99 | $332.05M |
| 25 | 2026-10-14 10:46:15 | Investment Planning Advisors Inc. | No | 2026Q3 | 112 | $388.44M |
| 26 | 2026-10-14 10:45:40 | ADIRONDACK TRUST CO | No | 2026Q3 | 553 | $317.68M |
| 27 | 2026-10-14 10:37:18 | Lodestone Wealth Management LLC | No | 2026Q3 | 800 | $297.25M |
| 28 | 2026-10-14 10:34:43 | Three Magnolias Financial Advisors LLC | No | 2026Q3 | 105 | $166.37M |
| 29 | 2026-10-14 10:34:02 | N10 WEALTH LLC | No | 2026Q3 | 65 | $347.61M |
| 30 | 2026-10-14 10:32:41 | Seelaus Asset Management LLC | No | 2026Q3 | 186 | $134.66M |
| 31 | 2026-10-14 10:30:12 | MOODY LYNN LIEBERSON & WALKER LLC | No | 2026Q3 | 265 | $1.93B |
| 32 | 2026-10-14 10:29:58 | Essential Partners LLC | No | 2026Q3 | 2,851 | $219.21M |
| 33 | 2026-10-14 10:26:58 | New Perspectives Inc | No | 2026Q3 | 48 | $329.04M |
| 34 | 2026-10-14 10:23:11 | Ridgeline Wealth LLC | No | 2026Q3 | 60 | $173.72M |
| 35 | 2026-10-14 10:21:36 | Disciplined Equity Management Inc. | No | 2026Q3 | 47 | $227.08M |
| 36 | 2026-10-14 10:20:04 | Sendero Wealth Management LLC | No | 2026Q3 | 206 | $1.00B |
| 37 | 2026-10-14 10:17:50 | SPIRIT OF AMERICA MANAGEMENT CORP | No | 2026Q3 | 304 | $536.60M |
| 38 | 2026-10-14 10:16:18 | HERITAGE OAK WEALTH ADVISORS LLC | No | 2026Q3 | 83 | $323.65M |
| 39 | 2026-10-14 10:14:05 | JAMISON PRIVATE WEALTH MANAGEMENT INC. | No | 2026Q3 | 228 | $987.53M |
| 40 | 2026-10-14 10:04:59 | Banque de Luxembourg S.A. | No | 2026Q3 | 85 | $223.63M |
| 41 | 2026-10-14 10:02:10 | Catherine Avery Investment Management LLC | No | 2026Q3 | 169 | $116.13M |
| 42 | 2026-10-14 09:58:42 | Farmers & Merchants Trust Co of Chambersburg PA | No | 2026Q3 | 425 | $378.56M |
| 43 | 2026-10-14 09:51:21 | KEATING INVESTMENT COUNSELORS INC | No | 2026Q3 | 60 | $381.85M |
| 44 | 2026-10-14 09:50:47 | Discipline Wealth Solutions LLC | No | 2026Q3 | 188 | $1.04B |
| 45 | 2026-10-14 09:43:57 | Beacon Financial Strategies CORP | No | 2026Q3 | 235 | $177.86M |
| 46 | 2026-10-14 09:43:26 | Nordflint Capital Partners Fondsmaeglerselskab A/S | No | 2026Q3 | 1 | $81.20M |
| 47 | 2026-10-14 09:42:47 | Ballentine Capital Advisors Inc | No | 2026Q3 | 23 | $236.37M |
| 48 | 2026-10-14 09:36:47 | WORLD EQUITY GROUP INC. | No | 2026Q3 | 253 | $241.41M |
| 49 | 2026-10-14 09:35:16 | Hartmann Taylor Wealth Management LLC | No | 2026Q3 | 58 | $174.11M |
| 50 | 2026-10-14 09:28:13 | ENZI WEALTH | No | 2026Q3 | 83 | $333.55M |
| 51 | 2026-10-14 09:23:17 | CMG Global Holdings LLC | No | 2026Q3 | 109 | $214.86M |
| 52 | 2026-10-14 09:22:44 | NewCorp Financial Services Inc. | No | 2026Q3 | 50 | $124.99M |
| 53 | 2026-10-14 09:18:57 | AAFMAA Wealth Management & Trust LLC | No | 2026Q3 | 92 | $248.73M |
| 54 | 2026-10-14 09:18:07 | August Group Capital Ltd | No | 2026Q3 | 100 | $97.57M |
| 55 | 2026-10-14 09:17:07 | TCP Asset Management LLC | No | 2026Q3 | 139 | $878.83M |
| 56 | 2026-10-14 09:16:07 | APS Management Group Inc. | No | 2026Q3 | 67 | $135.00M |
| 57 | 2026-10-14 09:16:06 | Cannon Advisors Inc. | No | 2026Q3 | 103 | $166.67M |
| 58 | 2026-10-14 09:14:58 | Lotus Asset Management LLC | No | 2026Q3 | 47 | $121.53M |
| 59 | 2026-10-14 09:14:09 | Heck Capital Advisors LLC | No | 2026Q3 | 227 | $1.74B |
| 60 | 2026-10-14 09:12:49 | BLVD Private Wealth LLC | No | 2026Q3 | 71 | $134.24M |
| 61 | 2026-10-14 09:11:50 | 15 Wealth Advisors LLC | Yes | 2026Q3 | 105 | $378.41M |
| 62 | 2026-10-14 09:11:06 | Capital Investment Counsel LLC | No | 2026Q3 | 150 | $789.44M |
| 63 | 2026-10-14 09:10:13 | Phraction Management LLC | No | 2026Q3 | 64 | $414.62M |
| 64 | 2026-10-14 09:09:18 | Integris Wealth Management LLC | No | 2026Q3 | 135 | $431.72M |
| 65 | 2026-10-14 09:08:29 | Appalachian Capital Management Ltd | No | 2026Q3 | 46 | $129.87M |
| 66 | 2026-10-14 09:03:59 | ELCO Management Co. LLC | No | 2026Q3 | 171 | $212.73M |
| 67 | 2026-10-14 09:03:07 | Advisory Solutions Group LLC | No | 2026Q3 | 277 | $459.57M |
| 68 | 2026-10-14 09:03:00 | Capital Advantage Inc. | No | 2026Q3 | 154 | $686.97M |
| 69 | 2026-10-14 09:02:09 | Powers Advisory Group LLC | No | 2026Q3 | 122 | $293.82M |
| 70 | 2026-10-14 09:01:11 | Innovative Wealth Building LLC | No | 2026Q3 | 83 | $171.74M |
| 71 | 2026-10-14 09:00:17 | Global Trust Wealth Management LLC | No | 2026Q3 | 70 | $134.61M |
| 72 | 2026-10-14 08:59:31 | Ignite Planners LLC | No | 2026Q3 | 428 | $725.55M |
| 73 | 2026-10-14 08:58:47 | Wealth Alliance Advisory Group LLC | No | 2026Q3 | 197 | $596.81M |
| 74 | 2026-10-14 08:57:50 | Sound Stewardship LLC | No | 2026Q3 | 71 | $219.26M |
| 75 | 2026-10-14 08:57:09 | Patriot Financial Group Insurance Agency LLC | No | 2026Q3 | 479 | $1.03B |
| 76 | 2026-10-14 08:56:09 | WESTCO ADVISORY SERVICES INC | No | 2026Q3 | 97 | $166.17M |
| 77 | 2026-10-14 08:55:09 | Unified Investment Management | No | 2026Q3 | 138 | $105.69M |
| 78 | 2026-10-14 08:54:09 | FORONJY FINANCIAL LLC | No | 2026Q3 | 107 | $258.07M |
| 79 | 2026-10-14 08:53:11 | Yanni & Associates Investment Advisors LLC | No | 2026Q3 | 36 | $105.49M |
| 80 | 2026-10-14 08:52:21 | Fullerton Advisors LLC | No | 2026Q3 | 51 | $98.72M |
| 81 | 2026-10-14 08:51:27 | Barry Investment Advisors LLC | No | 2026Q3 | 99 | $466.01M |
| 82 | 2026-10-14 08:50:34 | TruNorth Capital Management LLC | No | 2026Q3 | 120 | $631.72M |
| 83 | 2026-10-14 08:49:29 | Financial Advisory Corp | No | 2026Q3 | 51 | $706.59M |
| 84 | 2026-10-14 08:48:06 | BCO Wealth Management LLC | No | 2026Q3 | 40 | $179.02M |
| 85 | 2026-10-14 08:47:11 | Upper Left Wealth Management LLC | No | 2026Q3 | 63 | $180.81M |
| 86 | 2026-10-14 08:45:38 | ATX Financial Planning LLC | No | 2026Q3 | 78 | $151.24M |
| 87 | 2026-10-14 08:42:22 | Oliver Luxxe Assets LLC | No | 2026Q3 | 187 | $633.47M |
| 88 | 2026-10-14 08:35:46 | StoryOne LLC | No | 2026Q3 | 76 | $207.60M |
| 89 | 2026-10-14 08:35:13 | Fulton Bank N.A. | No | 2026Q3 | 676 | $3.28B |
| 90 | 2026-10-14 08:25:32 | HELIOS CAPITAL MANAGEMENT PTE. LTD | No | 2026Q3 | 25 | $91.90M |
| 91 | 2026-10-14 08:21:30 | Physician Wealth Solutions Inc. | No | 2026Q3 | 41 | $234.52M |
| 92 | 2026-10-14 08:15:05 | TRAPHAGEN INVESTMENT ADVISORS LLC | No | 2026Q3 | 223 | $1.44B |
| 93 | 2026-10-14 08:09:44 | Southland Equity Partners LLC | No | 2026Q3 | 285 | $556.44M |
| 94 | 2026-10-14 07:33:32 | West Tower Group LLC | No | 2026Q3 | 31 | $26.98M |
| 95 | 2026-10-14 06:20:21 | Oslo Pensjonsforsikring AS | Yes | 2017Q1 | 9 | $192.51M |
| 96 | 2026-10-14 06:07:35 | Fearless Solutions LLC dba Best Invest | No | 2026Q3 | 142 | $196.30M |
| 97 | 2026-10-14 06:06:47 | Focus Financial Network Inc. | No | 2026Q3 | 733 | $3.19B |
| 98 | 2026-10-14 06:06:02 | Roberts Wealth Advisors LLC | No | 2026Q3 | 106 | $444.58M |
| 99 | 2026-10-14 06:03:45 | ASK CAPITAL INVESTMENT MANAGERS LLC | Yes | 2026Q3 | 28 | $97.08M |
| 100 | 2026-10-13 21:54:39 | Q Fund Management (Hong Kong) Ltd | No | 2026Q3 | 36 | $101.72M |
| 101 | 2026-10-13 21:54:30 | Citrine Capital LLC | No | 2026Q3 | 58 | $234.53M |
| 102 | 2026-10-13 21:53:26 | Enclave Advisors LLC | No | 2026Q3 | 126 | $763.75M |
| 103 | 2026-10-13 21:50:09 | My Personal CFO LLC | No | 2026Q3 | 93 | $278.32M |
| 104 | 2026-10-13 21:43:23 | SUCCESSION FINANCIAL INC. | No | 2026Q3 | 46 | $101.25M |
| 105 | 2026-10-13 21:39:05 | Liberty Atlantic Advisors LLC | No | 2026Q3 | 83 | $146.81M |
| 106 | 2026-10-13 21:34:14 | Foundation Wealth Management LLCPA | No | 2026Q3 | 96 | $269.33M |
| 107 | 2026-10-13 21:31:39 | Cresta Advisors Ltd. | No | 2026Q3 | 47 | $224.44M |
| 108 | 2026-10-13 21:28:27 | Boyce & Associates Wealth Consulting Inc. | No | 2026Q3 | 77 | $152.69M |
| 109 | 2026-10-13 21:25:08 | JM2 Capital Inc. | No | 2026Q3 | 117 | $147.77M |
| 110 | 2026-10-13 21:24:40 | Clark & Stuart Inc | No | 2026Q3 | 52 | $162.48M |
| 111 | 2026-10-13 21:17:52 | Stone Summit Wealth LLC | No | 2026Q3 | 131 | $319.80M |
| 112 | 2026-10-13 21:17:17 | Virginia Estate & Retirement Planning Advisors Inc. | No | 2026Q3 | 224 | $79.05M |
| 113 | 2026-10-13 21:10:43 | WJ Interests LLC | No | 2026Q3 | 21 | $260.82M |
| 114 | 2026-10-13 21:00:36 | MFA Wealth Services | No | 2026Q3 | 126 | $149.88M |
| 115 | 2026-10-13 20:53:50 | XY Planning Network Inc. | No | 2026Q3 | 347 | $856.28M |
| 116 | 2026-10-13 20:53:24 | DEFINE FINANCIAL LLC | No | 2026Q3 | 52 | $240.35M |
| 117 | 2026-10-13 20:47:24 | ProCore Advisors LLC | No | 2026Q3 | 90 | $81.89M |
| 118 | 2026-10-13 20:35:23 | Womack Financial LLC | No | 2026Q3 | 66 | $142.39M |
| 119 | 2026-10-13 19:52:23 | Cohen Capital Management Inc. | No | 2026Q3 | 153 | $716.21M |
| 120 | 2026-10-13 19:46:10 | Shotwell Rutter Baer Inc | No | 2026Q3 | 34 | $166.35M |
| 121 | 2026-10-13 19:44:12 | CAPSTONE CAPITAL LLC | No | 2026Q3 | 22 | $153.56M |
| 122 | 2026-10-13 19:40:50 | RED CRANE WEALTH MANAGEMENT LLC | No | 2026Q3 | 77 | $142.13M |
| 123 | 2026-10-13 19:32:50 | TRUEFG LLC | No | 2026Q3 | 71 | $407.48M |
| 124 | 2026-10-13 19:23:46 | IFM Investors Pty Ltd | No | 2026Q3 | 631 | $15.97B |
| 125 | 2026-10-13 19:22:38 | KMG FIDUCIARY PARTNERS LLC | No | 2026Q3 | 167 | $1.00B |
| 126 | 2026-10-13 19:15:16 | Northcape Capital Pty Ltd | No | 2026Q3 | 8 | $670.58M |
| 127 | 2026-10-13 18:43:24 | Lewis Asset Management LLC | No | 2026Q3 | 218 | $290.58M |
| 128 | 2026-10-13 18:26:08 | WALNUT PRIVATE EQUITY PARTNERS LLC | No | 2026Q3 | 15 | $183.28M |
| 129 | 2026-10-13 18:22:18 | Wise Wealth Partners | No | 2026Q3 | 37 | $52.33M |
| 130 | 2026-10-13 17:58:08 | Wiser Wealth Management Inc | No | 2026Q3 | 67 | $402.66M |
| 131 | 2026-10-13 17:51:30 | Integrity Wealth Partners LLC | No | 2026Q3 | 100 | $126.23M |
| 132 | 2026-10-13 17:49:14 | FIRST HAWAIIAN BANK | No | 2026Q3 | 86 | $790.51M |
| 133 | 2026-10-13 17:32:43 | FIRST CITIZENS BANK & TRUST CO | No | 2026Q3 | 698 | $6.52B |
| 134 | 2026-10-13 17:14:03 | COOPER INVESTORS PTY LTD | No | 2026Q3 | 37 | $190.50M |
| 135 | 2026-10-13 17:08:24 | THOR INVESTMENT MANAGEMENT INC /OH/ | No | 2026Q3 | 51 | $176.88M |
| 136 | 2026-10-13 17:03:47 | Koesten Hirschmann & Crabtree INC. | No | 2026Q3 | 54 | $239.36M |
| 137 | 2026-10-13 17:01:18 | Sophron Capital Management L.P. | No | 2026Q3 | 0 | $0 |
| 138 | 2026-10-13 16:58:13 | TVL MANAGEMENT CORP | No | 2026Q3 | 0 | $0 |
| 139 | 2026-10-13 16:54:58 | COURIER CAPITAL LLC | No | 2026Q3 | 127 | $500.86M |
| 140 | 2026-10-13 16:53:35 | Accel Wealth Management | No | 2026Q3 | 308 | $463.99M |
| 141 | 2026-10-13 16:51:28 | 21 West Wealth Management LLC | No | 2026Q3 | 57 | $85.28M |
| 142 | 2026-10-13 16:51:15 | REVOLUTION GROWTH MANAGEMENT COMPANY INC. | No | 2026Q3 | 0 | $0 |
| 143 | 2026-10-13 16:49:48 | CONTRAVISORY INVESTMENT MANAGEMENT INC. | No | 2026Q3 | 447 | $551.43M |
| 144 | 2026-10-13 16:43:38 | Euro Pacific Asset Management LLC | No | 2026Q3 | 105 | $1.22B |
| 145 | 2026-10-13 16:40:28 | CATALYST PRIVATE WEALTH LLC | No | 2026Q3 | 101 | $232.97M |
| 146 | 2026-10-13 16:39:11 | Financial Planning Hawaii Inc. | No | 2026Q3 | 125 | $182.53M |
| 147 | 2026-10-13 16:38:13 | Bouvel Investment Partners LLC | No | 2026Q3 | 81 | $388.10M |
| 148 | 2026-10-13 16:37:01 | Salvus Wealth Management LLC | No | 2026Q3 | 132 | $175.39M |
| 149 | 2026-10-13 16:35:17 | Downshift Financial LLC | No | 2026Q3 | 699 | $225.12M |
| 150 | 2026-10-13 16:35:05 | MONTRUSCO BOLTON INVESTMENTS INC. | No | 2026Q3 | 85 | $5.77B |
| 151 | 2026-10-13 16:32:30 | LINCOLN CAPITAL CORP | No | 2026Q3 | 98 | $282.16M |
| 152 | 2026-10-13 16:31:58 | St. Clair Advisors LLC | No | 2026Q3 | 81 | $402.36M |
| 153 | 2026-10-13 16:30:54 | Foster Group Inc. | No | 2026Q3 | 309 | $3.54B |
| 154 | 2026-10-13 16:29:46 | B. Riley Wealth Advisors Inc. | No | 2026Q3 | 967 | $2.44B |
| 155 | 2026-10-13 16:28:28 | Cooke Wealth Management LLC | No | 2026Q3 | 36 | $113.48M |
| 156 | 2026-10-13 16:26:51 | Ulrich Consultants & Investment Group LLC | No | 2026Q3 | 47 | $100.10M |
| 157 | 2026-10-13 16:26:00 | Alaska Permanent Fund Corp | No | 2026Q3 | 10 | $1.28B |
| 158 | 2026-10-13 16:24:54 | Vestment Financial LLC | No | 2026Q3 | 43 | $205.13M |
| 159 | 2026-10-13 16:24:36 | Krilogy Financial LLC | No | 2026Q3 | 1,049 | $3.53B |
| 160 | 2026-10-13 16:23:25 | PEAVINE CAPITAL LLC | No | 2026Q3 | 8 | $335.76M |
| 161 | 2026-10-13 16:23:21 | Walker Asset Management LLC | No | 2026Q3 | 149 | $197.34M |
| 162 | 2026-10-13 16:22:46 | Edge Wealth Management LLC | No | 2026Q3 | 86 | $541.37M |
| 163 | 2026-10-13 16:19:48 | RHS Financial LLC | No | 2026Q3 | 180 | $291.17M |
| 164 | 2026-10-13 16:18:21 | Affinity Capital Advisors LLC | No | 2026Q3 | 223 | $824.30M |
| 165 | 2026-10-13 16:17:37 | Maltin Wealth Management Inc. | No | 2026Q3 | 144 | $286.65M |
| 166 | 2026-10-13 16:16:52 | Trinity Wealth Management LLC | No | 2026Q3 | 85 | $311.56M |
| 167 | 2026-10-13 16:15:42 | Fluent Financial LLC | No | 2026Q3 | 44 | $287.46M |
| 168 | 2026-10-13 16:15:03 | Mechanics Bank Trust Department | No | 2026Q3 | 200 | $788.31M |
| 169 | 2026-10-13 16:14:38 | Spartan Planning & Wealth Management | No | 2026Q3 | 73 | $149.67M |
| 170 | 2026-10-13 16:14:11 | David Kennon Inc | No | 2026Q3 | 40 | $292.88M |
| 171 | 2026-10-13 16:13:42 | UNICOM Systems Inc. | No | 2026Q3 | 39 | $1.46B |
| 172 | 2026-10-13 16:13:14 | Twele Capital Management Inc. | No | 2026Q3 | 33 | $530.53M |
| 173 | 2026-10-13 16:12:16 | Clay Northam Wealth Management LLC | No | 2026Q3 | 106 | $209.53M |
| 174 | 2026-10-13 16:11:12 | FAGAN ASSOCIATES INC. | No | 2026Q3 | 135 | $827.33M |
| 175 | 2026-10-13 16:10:30 | Lineweaver Wealth Advisors LLC | No | 2026Q3 | 174 | $800.43M |
| 176 | 2026-10-13 16:09:09 | Forvis Mazars Wealth Advisors LLC | No | 2026Q3 | 416 | $5.73B |
| 177 | 2026-10-13 16:05:02 | New York University | No | 2026Q3 | 2 | $313.76M |
| 178 | 2026-10-13 16:05:00 | DAVIS-REA LTD. | No | 2026Q3 | 41 | $379.28M |
| 179 | 2026-10-13 16:04:40 | VERUS WEALTH MANAGEMENT LLC | No | 2026Q3 | 56 | $145.97M |
| 180 | 2026-10-13 16:04:36 | FIRST FINANCIAL CORP | No | 2026Q3 | 300 | $284.06M |