| 5/11/2024 | Lcnb Corp | 6,944 | $502K | 0.2% | N/A | 0.000% | |
| 5/11/2024 | Davis R M Inc. | 14,379 | $1.04M | 0.0% | -11.4% | 0.001% | |
| 5/11/2024 | Covestor Ltd | 857 | $62K | 0.0% | -20.5% | 0.000% | |
| 5/11/2024 | Cynosure Group LLC | 11,015 | $797K | 0.1% | -3.3% | 0.001% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 128,841 | $9.32M | 1.6% | +2.0% | 0.007% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 5,115 | $370K | 0.1% | N/A | 0.000% | |
|
| 5/11/2024 | Cercano Management LLC | 1,193,012 | $86.30M | 2.4% | +5.3% | 0.067% | |
| 5/11/2024 | Patten & Patten Inc. TN | 40,270 | $2.91M | 0.2% | +9.8% | 0.002% | |
| 5/10/2024 | Allstate Corp | 4,521 | $327K | 0.0% | +5.0% | 0.000% | |
| 5/10/2024 | Osaic Holdings Inc. | 324,035 | $23.44M | 0.1% | -24.4% | 0.018% | |
| 5/10/2024 | Acadian Asset Management LLC | 1,925 | $139K | 0.0% | -92.1% | 0.000% | |
| 5/10/2024 | Fiducient Advisors LLC | 3,654 | $264K | 0.1% | N/A | 0.000% | |
| 5/10/2024 | Vanguard Group Inc. | 120,963,133 | $8.75B | 0.2% | +0.9% | 6.811% | |
| 5/10/2024 | Cornerstone Advisors LLC | 111,900 | $8.10M | 0.3% | +3.2% | 0.006% | |
| 5/10/2024 | Viawealth LLC | 9,516 | $688K | 0.4% | -23.0% | 0.001% | |
| 5/10/2024 | Westfield Capital Management Co. LP | 930,154 | $67.29M | 0.4% | +14.4% | 0.052% | |
| 5/10/2024 | Intech Investment Management LLC | 20,799 | $1.51M | 0.0% | -8.3% | 0.001% | |
| 5/10/2024 | Clearstead Trust LLC | 1,535 | $111K | 0.0% | -72.2% | 0.000% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 13,832 | $1M | 0.1% | -6.3% | 0.001% | |
| 5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 906,800 | $65.60M | 0.2% | -40.0% | 0.051% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 4,983 | $360K | 0.1% | +4.4% | 0.000% | |
| 5/10/2024 | First Foundation Advisors | 306,703 | $22.19M | 0.9% | -13.9% | 0.017% | |
| 5/10/2024 | Poehling Capital Management INC. | 190,523 | $13.78M | 3.7% | -0.2% | 0.011% | |
| 5/10/2024 | M&G Plc | 159,054 | $11.45M | 0.1% | N/A | 0.009% | |
| 5/10/2024 | Banco Santander S.A. | 7,107 | $514K | 0.0% | -73.8% | 0.000% | |
| 5/10/2024 | Intermede Investment Partners Ltd | 2,732,141 | $197.64M | 4.0% | -12.1% | 0.154% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 1,023,632 | $74.05M | 1.2% | -16.4% | 0.058% | |
| 5/10/2024 | Motco | 128,691 | $9.31M | 0.6% | +8.0% | 0.007% | |
| 5/10/2024 | TCTC Holdings LLC | 178,547 | $12.92M | 0.4% | +0.3% | 0.010% | |
| 5/10/2024 | 1ST Source Bank | 24,460 | $1.77M | 0.1% | +0.8% | 0.001% | |
| 5/10/2024 | GM Advisory Group LLC | 20,732 | $1.50M | 0.1% | -1.1% | 0.001% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 2,761 | $201K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 126,501 | $9.15M | 1.4% | -4.5% | 0.007% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 102,865 | $7.44M | 0.5% | -1.0% | 0.006% | |
| 5/9/2024 | Trillium Asset Management LLC | 4,511 | $326K | 0.0% | -11.7% | 0.000% | |
| 5/9/2024 | ProVise Management Group LLC | 152,227 | $11.01M | 1.0% | +11.7% | 0.009% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 134,897 | $9.76M | 0.1% | +8.3% | 0.008% | |
| 5/9/2024 | Blair William & Co. IL | 1,917,331 | $138.70M | 0.4% | -3.1% | 0.108% | |
| 5/9/2024 | Lord Abbett & CO. LLC | 4,062,060 | $293.85M | 1.0% | +3.0% | 0.229% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 6,245 | $452K | 0.0% | +26.3% | 0.000% | |
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| 5/9/2024 | HBK Sorce Advisory LLC | 26,691 | $1.93M | 0.1% | +1.8% | 0.002% | |
| 5/9/2024 | First Eagle Investment Management LLC | 3,579,105 | $258.91M | 0.6% | +0.2% | 0.202% | |
| 5/9/2024 | Condor Capital Management | 65,710 | $4.75M | 0.5% | -1.2% | 0.004% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 1,766,873 | $127.82M | 0.2% | +19.5% | 0.099% | |
| 5/9/2024 | Texas Yale Capital Corp. | 22,050 | $1.60M | 0.1% | +14.6% | 0.001% | |
| 5/9/2024 | Angeles Wealth Management LLC | 2,894 | $209K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | State Board of Administration of Florida Retirement System | 1,656,254 | $119.81M | 0.2% | +5.6% | 0.093% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 22,173 | $1.60M | 0.3% | +3.8% | 0.001% | |
| 5/9/2024 | Jacobson & Schmitt Advisors LLC | 154,833 | $11.20M | 2.6% | -0.6% | 0.009% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 10,326 | $747K | 0.1% | -15.4% | 0.001% | |
| 5/8/2024 | William Allan Corp | 50,534 | $3.66M | 2.4% | +2.0% | 0.003% | |
| 5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,952 | $11.43M | 0.0% | +11.3% | 0.009% | |
| 5/8/2024 | Entropy Technologies LP | 33,089 | $2.39M | 0.3% | N/A | 0.002% | |
| 5/8/2024 | Everence Capital Management Inc. | 37,470 | $2.71M | 0.2% | +17.3% | 0.002% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 11,955 | $865K | 0.0% | +5.2% | 0.001% | |
| 5/8/2024 | Doheny Asset Management CA | 4,082 | $295K | 0.2% | -23.9% | 0.000% | |
| 5/8/2024 | Motley Fool Asset Management LLC | 57,455 | $4.16M | 0.1% | +14.4% | 0.003% | |
| 5/8/2024 | Sheets Smith Wealth Management | 11,830 | $856K | 0.1% | +53.9% | 0.001% | |
| 5/8/2024 | Bleakley Financial Group LLC | 26,111 | $1.89M | 0.1% | -25.5% | 0.001% | |
| 5/8/2024 | ProShare Advisors LLC | 288,287 | $20.86M | 0.1% | -8.9% | 0.016% | |
| 5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 326,706 | $23.63M | 0.2% | +0.2% | 0.018% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 27,017 | $1.95M | 0.0% | -7.7% | 0.002% | |
| 5/8/2024 | US Bancorp DE | 2,543,475 | $184.00M | 0.3% | -1.5% | 0.143% | |
| 5/8/2024 | Russell Investments Group Ltd. | 2,012,272 | $145.57M | 0.2% | -6.9% | 0.113% | |
| 5/8/2024 | Qsemble Capital Management LP | 6,876 | $497K | 0.1% | N/A | 0.000% | |
| 5/8/2024 | QRG Capital Management Inc. | 96,676 | $6.99M | 0.1% | +2.3% | 0.005% | |
| 5/8/2024 | Tranquility Partners LLC | 18,329 | $1.33M | 0.5% | -6.0% | 0.001% | |
| 5/8/2024 | New Republic Capital LLC | 2,948 | $213K | 0.1% | -30.1% | 0.000% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 4,478 | $324K | 0.0% | -30.0% | 0.000% | |
| 5/8/2024 | Inspire Advisors LLC | 18,647 | $1.35M | 0.2% | +7.6% | 0.001% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 15,880 | $1.15M | 0.1% | +15.3% | 0.001% | |
| 5/7/2024 | Pointe Capital Management LLC | 8,490 | $614K | 0.4% | +3.3% | 0.000% | |
| 5/7/2024 | NorthRock Partners LLC | 6,606 | $478K | 0.0% | +48.5% | 0.000% | |
| 5/7/2024 | Choate Investment Advisors | 109,816 | $7.94M | 0.2% | +21.2% | 0.006% | |
| 5/7/2024 | Sfmg LLC | 56,156 | $4.06M | 0.3% | +2.3% | 0.003% | |
| 5/7/2024 | Fiduciary Family Office LLC | 2,825 | $204K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | WNY Asset Management LLC | 10,077 | $729K | 0.1% | -2.4% | 0.001% | |
| 5/7/2024 | Abbrea Capital LLC | 5,777 | $418K | 0.1% | +2.5% | 0.000% | |
| 5/7/2024 | Sei Investments Co. | 1,057,794 | $76.52M | 0.1% | +10.0% | 0.060% | |
| 5/7/2024 | Redmond Asset Management LLC | 110,460 | $7.99M | 2.5% | -5.1% | 0.006% | |
| 5/7/2024 | GW Henssler & Associates Ltd. | 282,758 | $20.46M | 1.2% | +2.6% | 0.016% | |
| 5/7/2024 | Chilton Capital Management LLC | 3,325 | $241K | 0.0% | -34.9% | 0.000% | |
| 5/7/2024 | Atomi Financial Group Inc. | 10,590 | $766K | 0.1% | +12.4% | 0.001% | |
| 5/7/2024 | Montag A & Associates Inc. | 179,872 | $13.01M | 0.7% | +12.3% | 0.010% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 10,786 | $780K | 0.1% | -27.9% | 0.001% | |
| 5/7/2024 | WealthPLAN Partners LLC | 7,448 | $539K | 0.1% | -73.4% | 0.000% | |
| 5/7/2024 | Susquehanna Portfolio Strategies LLC | 339,474 | $24.56M | 0.6% | -49.5% | 0.019% | |
| 5/7/2024 | Cove Street Capital LLC | 30,100 | $2.18M | 0.7% | -8.2% | 0.002% | |
| 5/7/2024 | KCM Investment Advisors LLC | 95,604 | $6.92M | 0.3% | +24.0% | 0.005% | |
| 5/7/2024 | River Global Investors LLP | 33,495 | $2.42M | 0.6% | -43.2% | 0.002% | |
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He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal…
But our research shows his latest investment could be his most successful venture yet. See how you can invest alongside him |
| 5/7/2024 | Bernardo Wealth Planning LLC | 2,801 | $203K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | Mondrian Investment Partners LTD | 1,485,637 | $107.47M | 1.5% | +28,736.1% | 0.084% | |
| 5/7/2024 | Forsta AP Fonden | 314,901 | $22.78M | 0.2% | +10.7% | 0.018% | |
| 5/7/2024 | Highland Capital Management LLC | 98,862 | $7.15M | 0.4% | -1.8% | 0.006% | |
| 5/7/2024 | Allen Investment Management LLC | 8,460,879 | $612.06M | 7.7% | -0.3% | 0.476% | |
| 5/7/2024 | Equity Investment Corp | 1,501,532 | $108.62M | 2.7% | +4.1% | 0.085% | |
| 5/7/2024 | Nelson Capital Management LLC | 37,726 | $2.73M | 0.5% | +0.4% | 0.002% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 115,481 | $8.35M | 0.1% | -10.5% | 0.007% | |
| 5/7/2024 | PFG Advisors | 19,541 | $1.41M | 0.1% | -13.1% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 150,742 | $10.91M | 0.2% | -8.1% | 0.008% | |
