[{
  "row_type": "attestation",
  "firm_name": "THE VANGUARD GROUP, INC.",
  "crd": "105958",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/105958",
  "event_type": "no_change",
  "as_of": "2026-07-06",
  "note": "Filed ADV unchanged since the last snapshot.",
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "COLLER INVESTMENT MANAGEMENT LTD",
  "crd": "111035",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/111035",
  "event_type": "regulatory_aum_changed",
  "field": "regulatory_aum",
  "old_value": 28987757529,
  "new_value": 36657342081,
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "WARNKE/NICHOLS LTD.",
  "crd": "112181",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/112181",
  "event_type": "deregistered",
  "field": "sec_feed_presence",
  "old_value": "in_feed",
  "new_value": "absent",
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "MISSION WEALTH MANAGEMENT, LP",
  "crd": "113057",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/113057",
  "event_type": "regulatory_aum_changed",
  "field": "regulatory_aum",
  "old_value": 13912131150,
  "new_value": 17001545425,
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "MISSION WEALTH MANAGEMENT, LP",
  "crd": "113057",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/113057",
  "event_type": "advisers_added",
  "field": "advisory_employees",
  "old_value": 117,
  "new_value": 135,
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.",
  "crd": "146990",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/146990",
  "event_type": "regulatory_aum_changed",
  "field": "regulatory_aum",
  "old_value": 24404194926,
  "new_value": 29807982355,
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.",
  "crd": "146990",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/146990",
  "event_type": "advisers_added",
  "field": "advisory_employees",
  "old_value": 17,
  "new_value": 19,
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.",
  "crd": "146990",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/146990",
  "event_type": "custody_changed",
  "field": "custody_amount",
  "old_value": 71083497,
  "new_value": 71269342,
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "UNDERDOG WEALTH MANAGEMENT, LLC",
  "crd": "152998",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/152998",
  "event_type": "new_registrant",
  "field": "sec_feed_presence",
  "old_value": "absent",
  "new_value": "in_feed",
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "event",
  "firm_name": "UNDERDOG WEALTH MANAGEMENT, LLC",
  "crd": "152998",
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://adviserinfo.sec.gov/firm/summary/152998",
  "event_type": "regulatory_aum_changed",
  "field": "regulatory_aum",
  "old_value": null,
  "new_value": 111880222,
  "aum_band_crossed": null,
  "billed": false
},
{
  "row_type": "cohort_report",
  "firm_name": null,
  "crd": null,
  "mode": "report",
  "checked_at": "2026-07-14",
  "source_url": "https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_07_06_2026.xml.gz",
  "event_type": "cohort_report",
  "report_window_start": "2026-07-01",
  "report_window_end": "2026-07-06",
  "start_gen_on": "2026-07-01",
  "end_gen_on": "2026-07-06",
  "start_source_url": "https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_07_01_2026.xml.gz",
  "end_source_url": "https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_07_06_2026.xml.gz",
  "cohort_predicate": "registrationScope=sec, minAum=100000000",
  "start_matches": 5,
  "end_matches": 5,
  "union_matches": 6,
  "matched_firms": 6,
  "firms_with_events": 5,
  "events_fired": 9,
  "unchanged_firms": 1,
  "billed": false,
  "limitations": "Endpoint delta only: this compares two point-in-time SEC Form ADV compilation snapshots (filed as of GenOn 2026-07-01 and 2026-07-06); it does NOT cover the daily path between them, and reflects FILED ADV amendments, not measured economic change. Membership is the cohort predicate applied at each endpoint; feed entry/exit (new_registrant / deregistered) is a separate fact from cohort entry/exit.",
  "note": "Cohort-exposure report over 2026-07-01 -> 2026-07-06: 6 firms in the cohort union (5 at start, 5 at end); 5 fired 9 change event(s), 1 unchanged."
}]