5/17/2024 | Wahed Invest LLC | 23,085 | $2.17M | 0.5% | +13.6% | 0.002% | |
5/17/2024 | Citizens Financial Group Inc. RI | 72,846 | $6.85M | 0.2% | +3.8% | 0.005% | |
5/17/2024 | CCM Investment Advisers LLC | 122,378 | $11.50M | 1.4% | +7.6% | 0.008% | |
5/17/2024 | Heartland Bank & Trust Co | 3,228 | $303K | 0.2% | -4.4% | 0.000% | |
5/17/2024 | New Covenant Trust Company N.A. | 1,162 | $109K | 0.1% | N/A | 0.000% | |
5/17/2024 | Plato Investment Management Ltd | 31,795 | $2.99M | 0.3% | +2,355.2% | 0.002% | |
|
5/17/2024 | Western Pacific Wealth Management LP | 607,947 | $57.14M | 41.4% | -0.2% | 0.040% | |
5/17/2024 | iA Global Asset Management Inc. | 752,269 | $70.70M | 0.8% | +15.1% | 0.050% | |
5/17/2024 | WealthPlan Investment Management LLC | 75,790 | $7.12M | 1.1% | +4.3% | 0.005% | |
5/17/2024 | Brown Shipley& Co Ltd | 68,042 | $6.30M | 2.0% | +8.7% | 0.005% | |
5/17/2024 | LBP AM SA | 15,604 | $1.47M | 0.1% | -7.2% | 0.001% | |
5/17/2024 | First Western Trust Bank | 64,989 | $6.11M | 0.3% | -7.9% | 0.004% | |
5/17/2024 | Beacon Capital Management LLC | 604 | $57K | 0.0% | +111.2% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 8,903 | $837K | 0.0% | -4.1% | 0.001% | |
5/17/2024 | Comerica Bank | 440,094 | $41.36M | 0.2% | -16.7% | 0.029% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 3,729 | $350K | 0.1% | N/A | 0.000% | |
5/17/2024 | Tidal Investments LLC | 53,670 | $5.05M | 0.1% | +26.2% | 0.004% | |
5/17/2024 | Motley Fool Asset Management LLC | 50,188 | $4.72M | 0.3% | +11.5% | 0.003% | |
5/16/2024 | California State Teachers Retirement System | 1,967,274 | $184.88M | 0.2% | +0.2% | 0.130% | |
5/16/2024 | Meiji Yasuda Life Insurance Co | 48,659 | $4.57M | 0.1% | +9.8% | 0.003% | |
5/16/2024 | Mango Five Family Inc. | 375 | $35K | 0.0% | -76.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 58,025 | $5.57M | 0.1% | +17.1% | 0.004% | |
5/16/2024 | Ancora Advisors LLC | 183,325 | $17.23M | 0.4% | -4.5% | 0.012% | |
5/16/2024 | Vancity Investment Management Ltd | 48,457 | $4.55M | 0.5% | N/A | 0.003% | |
5/16/2024 | Dynasty Wealth Management LLC | 34,884 | $3.28M | 0.1% | N/A | 0.002% | |
5/16/2024 | Incline Global Management LLC | 162,557 | $15.28M | 4.8% | -0.8% | 0.011% | |
5/16/2024 | Industrial Alliance Investment Management Inc. | 3,982 | $374K | 0.2% | +3.8% | 0.000% | |
5/16/2024 | Janus Henderson Group PLC | 5,833,783 | $548.25M | 0.3% | -8.4% | 0.387% | |
5/16/2024 | Kennedy Capital Management LLC | 58,032 | $5.45M | 0.1% | N/A | 0.004% | |
5/16/2024 | Bayesian Capital Management LP | 19,416 | $1.83M | 0.2% | N/A | 0.001% | |
5/16/2024 | Benchmark Investment Advisors LLC | 5,810 | $546K | 0.4% | N/A | 0.000% | |
5/16/2024 | Waverly Advisors LLC | 11,758 | $1.11M | 0.0% | +33.2% | 0.001% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 49,643 | $4.67M | 0.0% | -30.7% | 0.003% | |
5/16/2024 | Captrust Financial Advisors | 215,889 | $20.29M | 0.1% | -16.3% | 0.014% | |
5/15/2024 | Ascent Group LLC | 2,397 | $225K | 0.0% | -57.9% | 0.000% | |
5/15/2024 | SVB Wealth LLC | 83,494 | $7.85M | 0.2% | -6.6% | 0.006% | |
5/15/2024 | Transcendent Capital Group LLC | 405 | $38K | 0.0% | +97.6% | 0.000% | |
5/15/2024 | Public Employees Retirement System of Ohio | 564,764 | $53.08M | 0.2% | -7.5% | 0.037% | |
5/15/2024 | Public Employees Retirement Association of Colorado | 1,541,921 | $144.91M | 0.6% | -1.4% | 0.102% | |
5/15/2024 | Morse Asset Management Inc | 10,466 | $984K | 0.3% | -25.1% | 0.001% | |
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5/15/2024 | Ceeto Capital Group LLC | 2,348 | $222K | 0.1% | N/A | 0.000% | |
5/15/2024 | Manhattan West Asset Management LLC | 58,152 | $5.47M | 1.3% | -0.3% | 0.004% | |
5/15/2024 | Kentucky Retirement Systems Insurance Trust Fund | 40,169 | $3.78M | 0.3% | -7.9% | 0.003% | |
5/15/2024 | Kentucky Retirement Systems | 92,440 | $8.69M | 0.3% | -5.6% | 0.006% | |
5/15/2024 | CoreFirst Bank & Trust | 8,087 | $760K | 0.5% | -7.1% | 0.001% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 13,600,670 | $1.28B | 0.2% | -20.6% | 0.901% | |
5/15/2024 | BOKF NA | 120,760 | $11.18M | 0.2% | +104.6% | 0.008% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 5,570 | $523K | 0.0% | +3.0% | 0.000% | |
5/15/2024 | Lazard Asset Management LLC | 3,200,886 | $300.82M | 0.4% | +7.9% | 0.212% | |
5/15/2024 | GUARDCAP ASSET MANAGEMENT Ltd | 4,765,315 | $447.84M | 5.5% | +1.1% | 0.316% | |
5/15/2024 | Bank of Nova Scotia Trust Co. | 51,369 | $4.83M | 0.5% | -17.2% | 0.003% | |
5/15/2024 | Epoch Investment Partners Inc. | 14,326 | $1.35M | 0.0% | +1.6% | 0.001% | |
5/15/2024 | LRI Investments LLC | 1,374 | $127K | 0.0% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 2,118,826 | $199.13M | 0.1% | -27.4% | 0.140% | |
5/15/2024 | Guardian Capital Advisors LP | 52,988 | $5.03M | 0.5% | +62.1% | 0.004% | |
5/15/2024 | Cloverfields Capital Group LP | 57,302 | $5.39M | 1.8% | +55.9% | 0.004% | |
5/15/2024 | Gabelli Funds LLC | 2,375 | $223K | 0.0% | -10.4% | 0.000% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 134,177 | $12.61M | 1.1% | +10.8% | 0.009% | |
5/15/2024 | Longview Partners Guernsey LTD | 5,677,091 | $533.53M | 3.4% | N/A | 0.376% | |
5/14/2024 | Canada Pension Plan Investment Board | 969,292 | $91.09M | 0.1% | -63.7% | 0.064% | |
5/14/2024 | Guardian Capital LP | 65,608 | $6.17M | 0.2% | +0.3% | 0.004% | |
5/14/2024 | Capital World Investors | 5,185,432 | $487.33M | 0.1% | +612.2% | 0.344% | |
5/14/2024 | Capital International Sarl | 109,491 | $10.29M | 0.3% | +8.7% | 0.007% | |
5/14/2024 | Toronto Dominion Bank | 759,421 | $71.37M | 0.1% | -12.7% | 0.050% | |
5/14/2024 | Capital International Ltd. CA | 86,946 | $8.17M | 0.4% | +20.6% | 0.006% | |
5/14/2024 | Capital International Inc. CA | 281,772 | $26.48M | 0.4% | +6.7% | 0.019% | |
5/14/2024 | Capital International Investors | 23,519,320 | $2.21B | 0.4% | -14.8% | 1.558% | |
5/14/2024 | Capital Group Private Client Services Inc. | 449,035 | $42.20M | 0.4% | -24.4% | 0.030% | |
5/14/2024 | Capital Group Investment Management PTE. LTD. | 24,963 | $2.35M | 0.4% | -51.6% | 0.002% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 13,116 | $1.23M | 0.1% | -12.6% | 0.001% | |
5/14/2024 | Cadence Bank | 25,007 | $2.35M | 0.2% | N/A | 0.002% | |
5/14/2024 | Rodgers Brothers Inc. | 3,699 | $348K | 0.0% | +25.8% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 20,957 | $1.97M | 0.0% | +86.0% | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 8,651 | $813K | 0.0% | -6.9% | 0.001% | |
5/14/2024 | EP Wealth Advisors LLC | 251,533 | $23.64M | 0.3% | -11.0% | 0.017% | |
5/14/2024 | Freestone Capital Holdings LLC | 555,367 | $52.19M | 1.9% | -0.9% | 0.037% | |
5/14/2024 | CreativeOne Wealth LLC | 20,333 | $1.91M | 0.1% | -1.0% | 0.001% | |
5/14/2024 | Delap Wealth Advisory LLC | 4,181 | $393K | 0.2% | -47.6% | 0.000% | |
5/14/2024 | EntryPoint Capital LLC | 1,697 | $159K | 0.1% | +422.2% | 0.000% | |
5/14/2024 | Vident Advisory LLC | 87,333 | $8.21M | 0.2% | +186.2% | 0.006% | |
5/14/2024 | Sculati Wealth Management LLC | 10,767 | $1.01M | 0.4% | +25.1% | 0.001% | |
5/14/2024 | Forte Capital LLC ADV | 92,285 | $8.67M | 1.1% | +7.8% | 0.006% | |
5/14/2024 | Fayez Sarofim & Co | 2,136,423 | $200.78M | 0.6% | +0.5% | 0.142% | |
5/14/2024 | LGT Group Foundation | 60,551 | $5.69M | 0.1% | -14.5% | 0.004% | |
5/14/2024 | Shell Asset Management Co. | 16,342 | $1.54M | 0.1% | +21.1% | 0.001% | |
5/14/2024 | Mattern Wealth Management LLC | 19,166 | $1.80M | 0.4% | -3.8% | 0.001% | |
5/14/2024 | Mattern Capital Management LLC | 84,442 | $7.94M | 1.1% | +15.6% | 0.006% | |
5/14/2024 | Payden & Rygel Investment Group | 130,600 | $12.27M | 0.6% | N/A | 0.009% | |
5/14/2024 | Crewe Advisors LLC | 2,141 | $201K | 0.0% | N/A | 0.000% | |
5/14/2024 | Leelyn Smith LLC | 31,927 | $3M | 0.6% | +6.4% | 0.002% | |
A letter is coming from the "Bureau of the Fiscal Service". (Ad) Is your bank next?
A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast. See if your bank is involved right here. |
5/14/2024 | Evermay Wealth Management LLC | 2,595 | $245K | 0.0% | +6.2% | 0.000% | |
5/14/2024 | MQS Management LLC | 3,171 | $298K | 0.2% | -30.5% | 0.000% | |
5/14/2024 | Natixis Investment Managers International | 630 | $59K | 0.0% | -16.6% | 0.000% | |
5/14/2024 | Natixis | 378,187 | $35.54M | 0.2% | +288.0% | 0.025% | |
5/14/2024 | InterOcean Capital Group LLC | 15,742 | $1.48M | 0.0% | +42.7% | 0.001% | |
5/14/2024 | Tiemann Investment Advisors LLC | 2,825 | $266K | 0.1% | -19.9% | 0.000% | |
5/14/2024 | Pitcairn Co. | 29,067 | $2.73M | 0.2% | +0.5% | 0.002% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 10,601 | $996K | 0.0% | -98.6% | 0.001% | |
5/14/2024 | Puzo Michael J | 46,845 | $4.40M | 1.2% | +11.4% | 0.003% | |
5/14/2024 | Saturna Capital Corp | 20,883 | $1.96M | 0.0% | +1.4% | 0.001% | |