7/8/2025 | Parallel Advisors LLC | 443 | $64K | 0.0% | -40.9% | 0.001% | |
7/7/2025 | Somerset Trust Co | 1,772 | $258K | 0.1% | -4.2% | 0.002% | |
7/2/2025 | LVM Capital Management Ltd. MI | 40,603 | $5.91M | 0.6% | -28.4% | 0.050% | |
7/1/2025 | Confluence Investment Management LLC | 4,132 | $601K | 0.0% | +5.9% | 0.005% | |
7/1/2025 | First National Bank Sioux Falls | 1,580 | $230K | 0.1% | +5.7% | 0.002% | |
7/1/2025 | Cullen Investment Group LTD. | 2,886 | $420K | 0.1% | -30.2% | 0.004% | |
6/27/2025 | Goldman Sachs Group Inc. | 410,891 | $71.90M | 0.0% | -20.6% | 0.509% | |
5/15/2025 | Baird Financial Group Inc. | 20,271 | $3.55M | 0.0% | -89.0% | 0.025% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,657 | $290K | 0.0% | +8.7% | 0.002% | |
5/14/2025 | SVB Wealth LLC | 160 | $28K | 0.0% | N/A | 0.000% | |
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5/13/2025 | Foyston Gordon & Payne Inc | 55,766 | $9.76M | 2.4% | +7.8% | 0.069% | |
5/13/2025 | Horizon Investments LLC | 808 | $141K | 0.0% | +23.7% | 0.001% | |
5/12/2025 | Motley Fool Wealth Management LLC | 58,729 | $10.28M | 0.6% | -8.3% | 0.073% | |
5/12/2025 | Entropy Technologies LP | 6,874 | $1.20M | 0.1% | +11.3% | 0.009% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 396 | $69K | 0.0% | N/A | 0.000% | |
5/8/2025 | Wealthquest Corp | 4,928 | $862K | 0.0% | N/A | 0.006% | |
5/8/2025 | Natixis Advisors LLC | 130,510 | $22.84M | 0.0% | -26.6% | 0.162% | |
5/8/2025 | Arkadios Wealth Advisors | 7,828 | $1.37M | 0.1% | +573.7% | 0.010% | |
5/2/2025 | Tributary Capital Management LLC | 5,279 | $924K | 0.1% | +33.6% | 0.007% | |
5/2/2025 | Kornitzer Capital Management Inc. KS | 99,627 | $17.43M | 0.4% | +2.6% | 0.123% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,593 | $279K | 0.0% | +36.6% | 0.002% | |
5/2/2025 | Whittier Trust Co. | 5,172 | $905K | 0.0% | +9.2% | 0.006% | |
5/1/2025 | FDx Advisors Inc. | 3,164 | $554K | 0.2% | -10.3% | 0.004% | |
4/29/2025 | TD Private Client Wealth LLC | 429 | $75K | 0.0% | -24.5% | 0.001% | |
4/29/2025 | Cloud Capital Management LLC | 578 | $101K | 0.1% | N/A | 0.001% | |
4/24/2025 | Transcend Capital Advisors LLC | 1,174 | $205K | 0.0% | +7.6% | 0.001% | |
4/23/2025 | Wealthquest Corp | 4,928 | $862K | 0.1% | N/A | 0.006% | |
4/23/2025 | Steph & Co. | 1,443 | $253K | 0.1% | -7.5% | 0.002% | |
4/15/2025 | Handelsbanken Fonder AB | 25,905 | $4.53M | 0.0% | +25.3% | 0.032% | |
4/14/2025 | Farther Finance Advisors LLC | 593 | $99K | 0.0% | +22.8% | 0.001% | |
4/11/2025 | Sara Bay Financial | 3,591 | $643K | 0.3% | -9.8% | 0.004% | |
4/9/2025 | NBC Securities Inc. | 341 | $59K | 0.0% | N/A | 0.000% | |
4/8/2025 | Somerset Trust Co | 1,849 | $324K | 0.1% | -7.3% | 0.002% | |
4/8/2025 | Parallel Advisors LLC | 750 | $131K | 0.0% | -17.4% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 68,421 | $119.73M | 0.0% | +15,701.6% | 0.085% | |
4/1/2025 | Cullen Investment Group LTD. | 4,137 | $724K | 0.1% | -16.9% | 0.005% | |
2/17/2025 | Foyston Gordon & Payne Inc | 51,713 | $10.85M | 2.9% | +27.3% | 0.063% | |
2/17/2025 | Captrust Financial Advisors | 35,301 | $7.40M | 0.0% | +2.0% | 0.043% | |
2/14/2025 | State of Tennessee Department of Treasury | 158,947 | $33.33M | 0.1% | +1.0% | 0.193% | |
2/12/2025 | Motley Fool Wealth Management LLC | 64,038 | $13.34M | 0.7% | +2.3% | 0.078% | |
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2/11/2025 | TD Private Client Wealth LLC | 568 | $119K | 0.0% | -83.3% | 0.001% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 1,166 | $245K | 0.0% | +128.2% | 0.001% | |
2/11/2025 | Whittier Trust Co. | 4,736 | $993K | 0.0% | +17.8% | 0.006% | |
2/10/2025 | Horizon Investments LLC | 653 | $137K | 0.0% | +534.0% | 0.001% | |
2/10/2025 | Globeflex Capital L P | 48,363 | $10.14M | 0.9% | -8.2% | 0.059% | |
2/10/2025 | Natixis Advisors LLC | 177,761 | $37.28M | 0.1% | +6.7% | 0.215% | |
2/10/2025 | Farther Finance Advisors LLC | 483 | $101K | 0.0% | -19.5% | 0.001% | |
2/10/2025 | Hollencrest Capital Management | 182 | $38K | 0.0% | -49.9% | 0.000% | |
2/6/2025 | Schechter Investment Advisors LLC | 1,593 | $334K | 0.0% | -47.4% | 0.002% | |
2/6/2025 | Jones Financial Companies Lllp | 494 | $104K | 0.0% | -27.0% | 0.001% | |
2/5/2025 | WR Wealth Planners LLC | 2,206 | $463K | 0.1% | -10.3% | 0.003% | |
2/5/2025 | Private Trust Co. NA | 250 | $52K | 0.0% | +48.8% | 0.000% | |
2/3/2025 | First Horizon Advisors Inc. | 387 | $81K | 0.0% | -35.2% | 0.000% | |
2/3/2025 | Transcend Capital Advisors LLC | 1,091 | $229K | 0.0% | N/A | 0.001% | |
2/3/2025 | FDx Advisors Inc. | 3,527 | $740K | 0.2% | +13.6% | 0.004% | |
2/3/2025 | Handelsbanken Fonder AB | 20,676 | $4.34M | 0.0% | -4.8% | 0.025% | |
1/31/2025 | Kornitzer Capital Management Inc. KS | 97,102 | $20.36M | 0.4% | +40.6% | 0.118% | |
1/31/2025 | Sierra Ocean LLC | 136 | $29K | 0.0% | N/A | 0.000% | |
1/28/2025 | Entropy Technologies LP | 6,174 | $1.30M | 0.1% | +472.2% | 0.007% | |
1/27/2025 | Groesbeck Investment Management Corp NJ | 1,911 | $401K | 0.5% | -12.0% | 0.002% | |
1/21/2025 | Tributary Capital Management LLC | 3,950 | $828K | 0.1% | +116.1% | 0.005% | |
1/17/2025 | Avior Wealth Management LLC | 894 | $187K | 0.0% | +76.0% | 0.001% | |
1/17/2025 | Park Place Capital Corp | 225 | $47K | 0.0% | +281.4% | 0.000% | |
1/15/2025 | Financial Management Professionals Inc. | 291 | $61K | 0.0% | -44.8% | 0.000% | |
1/15/2025 | Arkadios Wealth Advisors | 1,162 | $244K | 0.0% | -10.1% | 0.001% | |
1/15/2025 | Somerset Trust Co | 1,994 | $418K | 0.2% | -4.1% | 0.002% | |
1/14/2025 | Steph & Co. | 1,560 | $327K | 0.1% | +3.7% | 0.002% | |
1/13/2025 | Cullen Investment Group LTD. | 4,980 | $1.04M | 0.2% | -2.0% | 0.006% | |
1/3/2025 | GAMMA Investing LLC | 433 | $91K | 0.0% | +64.0% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 3,410 | $980K | 0.0% | -6.3% | 0.004% | |
11/15/2024 | Foyston Gordon & Payne Inc | 40,624 | $11.67M | 2.9% | N/A | 0.049% | |
11/15/2024 | Motley Fool Wealth Management LLC | 62,572 | $17.98M | 0.9% | -8.7% | 0.076% | |
11/14/2024 | Captrust Financial Advisors | 34,600 | $9.94M | 0.0% | -2.8% | 0.042% | |
11/12/2024 | Icon Wealth Advisors LLC | 13,215 | $3.80M | 0.1% | +861.1% | 0.016% | |
11/8/2024 | First Horizon Advisors Inc. | 597 | $172K | 0.0% | +33.9% | 0.001% | |
11/7/2024 | MAI Capital Management | 1,403 | $403K | 0.0% | -18.1% | 0.002% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 1,076 | $309K | 0.0% | -26.6% | 0.001% | |
11/5/2024 | Entropy Technologies LP | 1,079 | $310K | 0.0% | -78.3% | 0.001% | |
11/5/2024 | FDx Advisors Inc. | 3,105 | $892K | 0.2% | -4.0% | 0.004% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 69,052 | $19.84M | 0.4% | -27.9% | 0.084% | |
10/24/2024 | Arkadios Wealth Advisors | 1,293 | $371K | 0.0% | +5.0% | 0.002% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 511 | $147K | 0.0% | +23.1% | 0.001% | |
10/21/2024 | Whittier Trust Co. | 4,020 | $1.16M | 0.0% | +12.3% | 0.005% | |
10/7/2024 | Sara Bay Financial | 3,980 | $1.14M | 0.5% | N/A | 0.005% | |
10/5/2024 | Cullen Investment Group LTD. | 5,080 | $1.46M | 0.2% | -1.6% | 0.006% | |
8/14/2024 | EverSource Wealth Advisors LLC | 394 | $129K | 0.0% | +39.2% | 0.000% | |
8/8/2024 | Parallel Advisors LLC | 1,239 | $388K | 0.0% | -12.3% | 0.002% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 172 | $54K | 0.0% | N/A | 0.000% | |
8/3/2024 | Kornitzer Capital Management Inc. KS | 95,753 | $30.02M | 0.6% | +15.9% | 0.116% | |
8/2/2024 | FDx Advisors Inc. | 3,233 | $1.01M | 0.3% | -8.3% | 0.004% | |
White House to reset Social Security? (Ad) Elon Musk's parting DOGE gift looks set to shock America...
A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.  And it could have a major impact on how you collect Social Security - Click here to understand what' |
8/1/2024 | Crestwood Advisors Group LLC | 918 | $288K | 0.0% | N/A | 0.001% | |
7/31/2024 | WR Wealth Planners LLC | 2,359 | $739K | 0.2% | +4.7% | 0.003% | |
7/29/2024 | Crossmark Global Holdings Inc. | 771 | $242K | 0.0% | -5.2% | 0.001% | |
7/29/2024 | Arkadios Wealth Advisors | 1,231 | $386K | 0.0% | +67.7% | 0.001% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 415 | $130K | 0.0% | +119.6% | 0.001% | |
7/29/2024 | Whittier Trust Co. | 3,579 | $1.12M | 0.0% | +8.6% | 0.004% | |
7/26/2024 | Liontrust Investment Partners LLP | 119,728 | $37.53M | 0.5% | +19.5% | 0.145% | |
7/25/2024 | First National Bank of Hutchinson | 1,073 | $336K | 0.2% | -5.5% | 0.001% | |
7/16/2024 | ORG Partners LLC | 185 | $59K | 0.0% | N/A | 0.000% | |
7/9/2024 | Somerset Trust Co | 2,079 | $652K | 0.3% | -1.6% | 0.003% | |