8/5/2025 | Main Street Research LLC | 136,759 | $30.26M | 1.9% | N/A | 0.124% | |
8/5/2025 | Ellevest Inc. | 2,239 | $495K | 0.1% | -25.8% | 0.002% | |
8/5/2025 | Huntington National Bank | 8,552 | $1.89M | 0.0% | +1.5% | 0.008% | |
8/5/2025 | Optivise Advisory Services LLC | 944 | $209K | 0.1% | N/A | 0.001% | |
8/5/2025 | Hussman Strategic Advisors Inc. | 21,000 | $4.65M | 1.1% | +233.3% | 0.019% | |
8/5/2025 | Bank of New York Mellon Corp | 638,725 | $141.32M | 0.0% | +1.8% | 0.581% | |
8/5/2025 | Bank of Montreal Can | 71,514 | $15.82M | 0.0% | -66.2% | 0.065% | |
8/5/2025 | Burney Co. | 6,696 | $1.48M | 0.1% | -1.6% | 0.006% | |
8/5/2025 | TIAA Trust National Association | 1,653 | $366K | 0.0% | -16.2% | 0.002% | |
8/5/2025 | Welch & Forbes LLC | 34,186 | $7.56M | 0.1% | -0.3% | 0.031% | |
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8/5/2025 | Plato Investment Management Ltd | 1,874 | $413K | 0.0% | -68.7% | 0.002% | |
8/4/2025 | Twin City Private Wealth LLC | 3,592 | $795K | 0.6% | -20.4% | 0.003% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 808 | $179K | 0.0% | -8.2% | 0.001% | |
8/4/2025 | Creekmur Asset Management LLC | 1,558 | $345K | 0.1% | +30.2% | 0.001% | |
8/4/2025 | IFG Advisory LLC | 31,324 | $6.93M | 0.3% | -0.3% | 0.028% | |
8/4/2025 | AdvisorShares Investments LLC | 4,673 | $1.03M | 0.2% | +18.9% | 0.004% | |
8/4/2025 | Atria Investments Inc | 27,635 | $6.11M | 0.1% | -9.8% | 0.025% | |
8/4/2025 | Savvy Advisors Inc. | 1,042 | $231K | 0.0% | N/A | 0.001% | |
8/4/2025 | Assetmark Inc. | 162,846 | $36.03M | 0.1% | +124.3% | 0.148% | |
8/4/2025 | World Investment Advisors | 21,746 | $4.81M | 0.1% | -31.8% | 0.020% | |
8/4/2025 | Daymark Wealth Partners LLC | 6,557 | $1.45M | 0.1% | +230.7% | 0.006% | |
8/1/2025 | New York Life Investment Management LLC | 1,675 | $371K | 0.0% | -5.3% | 0.002% | |
8/1/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 18,293 | $4.05M | 0.4% | -32.0% | 0.017% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 70,461 | $15.59M | 0.1% | +3.2% | 0.064% | |
8/1/2025 | Teacher Retirement System of Texas | 73,022 | $16.16M | 0.1% | +26.9% | 0.066% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 21,502 | $4.76M | 0.1% | N/A | 0.020% | |
8/1/2025 | Bessemer Group Inc. | 32,523 | $7.20M | 0.0% | -95.1% | 0.030% | |
8/1/2025 | Envestnet Asset Management Inc. | 369,530 | $81.76M | 0.0% | -14.9% | 0.336% | |
7/31/2025 | Nisa Investment Advisors LLC | 1,531 | $339K | 0.0% | +39.6% | 0.001% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 4,977 | $1.10M | 0.0% | -3.3% | 0.005% | |
7/31/2025 | MQS Management LLC | 1,340 | $296K | 0.2% | N/A | 0.001% | |
7/31/2025 | City State Bank | 3,085 | $683K | 0.2% | +260.8% | 0.003% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 40,007 | $8.85M | 0.0% | -1.2% | 0.036% | |
7/31/2025 | CNB Bank | 392 | $87K | 0.0% | +69.7% | 0.000% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 183,755 | $40.66M | 0.0% | +1.8% | 0.167% | |
7/31/2025 | Harbour Investment Management LLC | 14,333 | $3.17M | 1.4% | -4.0% | 0.013% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 479 | $106K | 0.1% | +47,800.0% | 0.000% | |
7/31/2025 | Asset Management One Co. Ltd. | 81,608 | $18.06M | 0.1% | -3.1% | 0.074% | |
7/31/2025 | Smith Group Asset Management LLC | 35,078 | $7.76M | 0.5% | +4.9% | 0.032% | |
7/31/2025 | Cadinha & Co. LLC | 75,554 | $16.72M | 2.8% | +5.9% | 0.069% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
7/30/2025 | Freedom Investment Management Inc. | 4,605 | $1.02M | 0.1% | -3.9% | 0.004% | |
7/30/2025 | Ethic Inc. | 18,410 | $3.99M | 0.1% | -3.5% | 0.017% | |
7/30/2025 | ARK Investment Management LLC | 7,663 | $1.70M | 0.0% | -26.6% | 0.007% | |
7/30/2025 | Brookstone Capital Management | 4,219 | $933K | 0.0% | -17.3% | 0.004% | |
7/30/2025 | Argonautica Private Wealth Management Inc. | 5,431 | $1.20M | 0.4% | -7.1% | 0.005% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 7,735 | $1.71M | 0.4% | -3.0% | 0.007% | |
7/30/2025 | Lafayette Investments Inc. | 22,536 | $4.99M | 1.0% | -5.2% | 0.020% | |
7/30/2025 | Triton Financial Group Inc | 10,377 | $2.30M | 1.7% | N/A | 0.009% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 582,869 | $126.17M | 0.2% | +2.5% | 0.530% | |
7/29/2025 | Crux Wealth Advisors | 3,275 | $725K | 0.3% | +1.8% | 0.003% | |
7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 164,400 | $36.37M | 0.3% | N/A | 0.149% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,613 | $799K | 0.1% | +3.6% | 0.003% | |
7/29/2025 | Curbstone Financial Management Corp | 16,218 | $3.59M | 0.7% | -1.2% | 0.015% | |
7/29/2025 | Chevy Chase Trust Holdings LLC | 23,280 | $5.15M | 0.0% | +1.5% | 0.021% | |
7/29/2025 | Stratos Wealth Partners LTD. | 1,266 | $280K | 0.0% | N/A | 0.001% | |
7/29/2025 | Nordea Investment Management AB | 1,203,722 | $264.22M | 0.2% | -1.5% | 1.094% | |
7/29/2025 | Aware Super Pty Ltd as trustee of Aware Super | 20,314 | $4.49M | 0.1% | -4.6% | 0.018% | |
7/28/2025 | Allianz Asset Management GmbH | 42,468 | $9.40M | 0.0% | -0.5% | 0.039% | |
7/28/2025 | Cypress Wealth Services LLC | 1,026 | $227K | 0.0% | -23.2% | 0.001% | |
7/28/2025 | Boston Trust Walden Corp | 387,682 | $85.78M | 0.6% | -8.1% | 0.353% | |
7/28/2025 | TD Asset Management Inc | 52,945 | $11.71M | 0.0% | +33.3% | 0.048% | |
7/28/2025 | Ativo Capital Management LLC | 37,695 | $8.34M | 7.5% | -12.9% | 0.034% | |
7/25/2025 | Atria Wealth Solutions Inc. | 1,080 | $239K | 0.0% | -71.7% | 0.001% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,502 | $775K | 0.0% | -29.1% | 0.003% | |
7/25/2025 | Oregon Public Employees Retirement Fund | 49,830 | $11.03M | 0.2% | +4.3% | 0.045% | |
7/25/2025 | Concord Wealth Partners | 111 | $25K | 0.0% | -41.6% | 0.000% | |
7/25/2025 | Sequoia Financial Advisors LLC | 7,487 | $1.66M | 0.0% | +17.1% | 0.007% | |
7/25/2025 | Yousif Capital Management LLC | 5,395 | $1.19M | 0.0% | -1.5% | 0.005% | |
7/25/2025 | MGO One Seven LLC | 1,630 | $361K | 0.0% | -26.7% | 0.001% | |
7/25/2025 | M3 Advisory Group LLC | 1,128 | $250K | 0.2% | -7.9% | 0.001% | |
7/25/2025 | Legal Advantage Investments Inc. | 1,000 | $221K | 0.1% | N/A | 0.001% | |
7/25/2025 | Meritage Portfolio Management | 38,991 | $8.63M | 0.5% | -1.5% | 0.035% | |
7/25/2025 | CWM LLC | 34,359 | $7.60M | 0.0% | -2.7% | 0.031% | |
7/25/2025 | Franklin Parlapiano Turner & Welch LLC | 34,567 | $7.65M | 2.0% | +2.8% | 0.031% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 8,106 | $1.79M | 0.0% | +12.6% | 0.007% | |
7/25/2025 | Concurrent Investment Advisors LLC | 928 | $205K | 0.0% | N/A | 0.001% | |
7/25/2025 | Apollon Wealth Management LLC | 1,592 | $352K | 0.0% | +72.1% | 0.001% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 1,206 | $267K | 0.0% | +11.6% | 0.001% | |
7/24/2025 | Lester Murray Antman dba SimplyRich | 3,680 | $814K | 0.2% | +2.0% | 0.003% | |
7/24/2025 | Inspire Investing LLC | 10,703 | $2.37M | 0.3% | +19.5% | 0.010% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 3,015 | $697K | 0.1% | -36.3% | 0.003% | |
7/24/2025 | Aberdeen Group plc | 39,850 | $8.82M | 0.0% | +4.9% | 0.036% | |
7/24/2025 | Blue Trust Inc. | 2,356 | $521K | 0.0% | +267.6% | 0.002% | |
7/24/2025 | IFP Advisors Inc | 1,303 | $288K | 0.0% | +8.7% | 0.001% | |
7/24/2025 | Baldwin Wealth Partners LLC MA | 1,803 | $399K | 0.0% | -8.9% | 0.002% | |
7/24/2025 | Callan Family Office LLC | 913 | $202K | 0.0% | N/A | 0.001% | |
7/24/2025 | Court Place Advisors LLC | 27,973 | $6.19M | 1.9% | -0.4% | 0.025% | |
7/24/2025 | Blair William & Co. IL | 21,759 | $4.81M | 0.0% | +4.9% | 0.020% | |
7/24/2025 | US Bancorp DE | 98,392 | $21.77M | 0.0% | -3.8% | 0.089% | |
7/23/2025 | Vontobel Holding Ltd. | 65,844 | $14.57M | 0.0% | -22.0% | 0.060% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
7/23/2025 | SteelPeak Wealth LLC | 3,820 | $845K | 0.0% | N/A | 0.003% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 6,301 | $1.39M | 0.0% | -13.8% | 0.006% | |
7/22/2025 | Eads & Heald Wealth Management | 4,539 | $1.00M | 0.5% | -6.3% | 0.004% | |
7/22/2025 | Hunter Perkins Capital Management LLC | 22,284 | $4.93M | 1.2% | +0.3% | 0.020% | |
7/22/2025 | Sendero Wealth Management LLC | 2,840 | $628K | 0.1% | -13.3% | 0.003% | |
7/22/2025 | Plimoth Trust Co. LLC | 1,471 | $325K | 0.1% | -6.4% | 0.001% | |
7/22/2025 | Marks Group Wealth Management Inc | 4,192 | $927K | 0.1% | +4.2% | 0.004% | |
7/22/2025 | Grimes & Company Inc. | 4,345 | $961K | 0.0% | +9.4% | 0.004% | |
7/22/2025 | Merit Financial Group LLC | 17,286 | $3.83M | 0.0% | -1.6% | 0.016% | |
7/22/2025 | Bank Hapoalim BM | 33,397 | $7.39M | 1.0% | +0.8% | 0.030% | |