| 4/25/2025 | KBC Group NV | 153,549 | $9.74M | 0.0% | -11.3% | 0.018% | |
| 4/25/2025 | Little House Capital LLC | 16,764 | $1.06M | 0.3% | +42.6% | 0.002% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,861,319 | $118.01M | 0.1% | -0.9% | 0.215% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,389 | $88K | 0.0% | +51.8% | 0.000% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 104,643 | $6.63M | 0.7% | +40.0% | 0.012% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 37,762 | $2.40M | 0.0% | -2.6% | 0.004% | |
| 4/24/2025 | Highland Capital Management LLC | 224,492 | $14.23M | 0.9% | -0.8% | 0.026% | |
| 4/24/2025 | BSW Wealth Partners | 8,122 | $515K | 0.1% | +45.2% | 0.001% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 95,839 | $6.07M | 0.0% | +12.5% | 0.011% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 27,835 | $1.77M | 0.0% | -5.8% | 0.003% | |
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| 4/24/2025 | Transcend Capital Advisors LLC | 7,341 | $465K | 0.0% | +13.4% | 0.001% | |
| 4/24/2025 | Trust Co. of Vermont | 37,519 | $2.38M | 0.1% | -3.6% | 0.004% | |
| 4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 8,094 | $474K | 0.0% | +9.6% | 0.001% | |
| 4/24/2025 | Diversified Trust Co | 17,128 | $1.09M | 0.0% | +2.9% | 0.002% | |
| 4/24/2025 | PDS Planning Inc | 3,730 | $236K | 0.0% | +18.1% | 0.000% | |
| 4/24/2025 | MFG Wealth Management Inc. | 32,535 | $2.06M | 2.0% | -32.2% | 0.004% | |
| 4/23/2025 | KG&L Capital Management LLC | 3,836 | $243K | 0.1% | -5.9% | 0.000% | |
| 4/23/2025 | Penobscot Investment Management Company Inc. | 20,678 | $1.31M | 0.1% | +11.1% | 0.002% | |
| 4/23/2025 | Western Wealth Management LLC | 5,762 | $365K | 0.0% | -11.1% | 0.001% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 39,923 | $2.53M | 0.0% | +137.4% | 0.005% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 18,285 | $1.16M | 0.0% | +8.3% | 0.002% | |
| 4/23/2025 | Value Partners Investments Inc. | 31,413 | $1.99M | 0.2% | +8.2% | 0.004% | |
| 4/23/2025 | Pure Financial Advisors LLC | 4,130 | $262K | 0.0% | -11.2% | 0.000% | |
| 4/23/2025 | Perigon Wealth Management LLC | 30,364 | $1.93M | 0.0% | -19.1% | 0.004% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 13,831 | $877K | 0.0% | +46.8% | 0.002% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,212 | $204K | 0.0% | +251.0% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 28,768 | $1.82M | 0.0% | +15.7% | 0.003% | |
| 4/23/2025 | Adams Diversified Equity Fund Inc. | 277,200 | $17.57M | 0.7% | -14.8% | 0.032% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 63,232 | $4.01M | 0.2% | +1.6% | 0.007% | |
| 4/23/2025 | Steph & Co. | 2,739 | $174K | 0.1% | +8.6% | 0.000% | |
| 4/23/2025 | Horizon Bancorp Inc. IN | 1,677 | $106K | 0.1% | N/A | 0.000% | |
| 4/23/2025 | International Assets Investment Management LLC | 9,438 | $598K | 0.0% | +2.0% | 0.001% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 5,283 | $335K | 0.0% | +57.4% | 0.001% | |
| 4/23/2025 | Invesco LLC | 6,715 | $426K | 0.2% | -15.0% | 0.001% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 427,026 | $27.07M | 0.1% | -3.4% | 0.049% | |
| 4/23/2025 | Spirepoint Private Client LLC | 9,398 | $596K | 0.1% | +13.9% | 0.001% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 504,362 | $31.98M | 0.1% | +6.0% | 0.058% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 53,535 | $3.39M | 0.1% | -22.2% | 0.006% | |
| 4/23/2025 | Continuum Advisory LLC | 1,645 | $104K | 0.0% | -23.0% | 0.000% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 1,921 | $122K | 0.0% | -9.8% | 0.000% | |
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| 4/22/2025 | Sawgrass Asset Management LLC | 12,503 | $793K | 0.1% | -5.9% | 0.001% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 4,996 | $317K | 0.0% | -8.3% | 0.001% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 79,469 | $5.04M | 0.0% | -17.6% | 0.009% | |
| 4/22/2025 | Westhampton Capital LLC | 14,907 | $945K | 0.5% | -2.6% | 0.002% | |
| 4/22/2025 | 1858 Wealth Management LLC | 15,242 | $966K | 0.8% | +2.1% | 0.002% | |
| 4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 24,399 | $1.55M | 0.1% | N/A | 0.003% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 6,691 | $424K | 0.0% | -4.4% | 0.001% | |
| 4/22/2025 | Kentucky Retirement Systems | 57,285 | $3.63M | 0.1% | -0.7% | 0.007% | |
| 4/22/2025 | Crews Bank & Trust | 24,791 | $1.57M | 0.3% | -2.7% | 0.003% | |
| 4/22/2025 | Brendel Financial Advisors LLC | 14,078 | $893K | 0.5% | -15.4% | 0.002% | |
| 4/22/2025 | Cullinan Associates Inc. | 9,000 | $571K | 0.0% | -5.3% | 0.001% | |
| 4/22/2025 | Intact Investment Management Inc. | 12,900 | $818K | 0.0% | -22.8% | 0.001% | |
| 4/22/2025 | Fishman Jay A Ltd. MI | 9,000 | $571K | 0.1% | -13.0% | 0.001% | |
| 4/22/2025 | Tower View Wealth Management LLC | 59,601 | $3.78M | 2.2% | -1.7% | 0.007% | |
| 4/22/2025 | Canoe Financial LP | 185,303 | $11.75M | 0.2% | -6.5% | 0.021% | |
| 4/22/2025 | Evanson Asset Management LLC | 3,688 | $234K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Segment Wealth Management LLC | 184,958 | $11.73M | 0.8% | +0.5% | 0.021% | |
| 4/21/2025 | Riverwater Partners LLC | 9,583 | $608K | 0.3% | +16.4% | 0.001% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 3,908 | $248K | 0.0% | -12.2% | 0.000% | |
| 4/21/2025 | Investment Research & Advisory Group Inc. | 451 | $29K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 1,000 | $63K | 0.0% | -29.6% | 0.000% | |
| 4/21/2025 | Retirement Systems of Alabama | 173,536 | $11.00M | 0.0% | -3.9% | 0.020% | |
| 4/21/2025 | Means Investment CO. Inc. | 12,617 | $800K | 0.1% | -2.3% | 0.001% | |
| 4/21/2025 | Blue Trust Inc. | 3,119 | $198K | 0.0% | -10.2% | 0.000% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 7,550 | $479K | 0.2% | -25.4% | 0.001% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 60,565 | $3.84M | 0.0% | +78.3% | 0.007% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 4,385 | $278K | 0.0% | +6.6% | 0.001% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 29,107 | $1.85M | 0.0% | +3.9% | 0.003% | |
| 4/21/2025 | Community Bank N.A. | 2,875 | $182K | 0.0% | -71.1% | 0.000% | |
| 4/21/2025 | State of Alaska Department of Revenue | 120,385 | $7.63M | 0.1% | -0.4% | 0.014% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 17,969 | $1.14M | 0.0% | +70.3% | 0.002% | |
| 4/21/2025 | Puzo Michael J | 115,400 | $7.32M | 2.1% | +13.6% | 0.013% | |
| 4/21/2025 | Pegasus Asset Management Inc. | 81,410 | $5.16M | 2.1% | +2.5% | 0.009% | |
| 4/18/2025 | Broderick Brian C | 112,847 | $7.15M | 1.5% | +28.0% | 0.013% | |
| 4/18/2025 | Hemenway Trust Co LLC | 369,426 | $23.42M | 1.9% | +12.4% | 0.043% | |
| 4/18/2025 | Birch Hill Investment Advisors LLC | 20,891 | $1.32M | 0.1% | -1.1% | 0.002% | |
| 4/18/2025 | CENTRAL TRUST Co | 22,183 | $1.41M | 0.0% | -3.3% | 0.003% | |
| 4/17/2025 | NBT Bank N A NY | 59,949 | $3.80M | 0.3% | -1.2% | 0.007% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 5,825 | $369K | 0.0% | -11.4% | 0.001% | |
| 4/17/2025 | AA Financial Advisors LLC | 3,757 | $238K | 0.1% | -34.6% | 0.000% | |
| 4/17/2025 | Grove Bank & Trust | 4,580 | $290K | 0.0% | +17.7% | 0.001% | |
| 4/17/2025 | Grimes & Company Inc. | 11,713 | $743K | 0.0% | +5.8% | 0.001% | |
| 4/17/2025 | Mountain Pacific Investment Advisers LLC | 7,130 | $452K | 0.0% | -2.7% | 0.001% | |
| 4/17/2025 | QRG Capital Management Inc. | 91,108 | $5.78M | 0.1% | +24.4% | 0.011% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 10,707 | $679K | 0.0% | +14.7% | 0.001% | |
| 4/17/2025 | Sowell Financial Services LLC | 3,699 | $234K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 271,795 | $17.23M | 0.0% | +72.4% | 0.031% | |
| 4/17/2025 | Mission Wealth Management LP | 8,060 | $511K | 0.0% | +2.4% | 0.001% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 2,400 | $152K | 0.0% | -6.7% | 0.000% | |
| 4/17/2025 | Abound Wealth Management | 1,212 | $77K | 0.0% | +621.4% | 0.000% | |
Real Americans Don’t Wait on Wall Street’s Next Move (Ad) What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart.
Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs.
And you don't have to stand by while Wall Street plays roulette with your future. The Golden Path to Retirement gives you the whole story. |
| 4/17/2025 | Trust Co. of Toledo NA OH | 19,687 | $1.25M | 0.2% | +40.6% | 0.002% | |
| 4/17/2025 | Mn Services Vermogensbeheer B.V. | 297,400 | $18.86M | 0.1% | -6.4% | 0.034% | |
| 4/17/2025 | North Star Investment Management Corp. | 35,300 | $2.24M | 0.2% | -24.6% | 0.004% | |
| 4/17/2025 | Brighton Jones LLC | 9,303 | $590K | 0.0% | +16.9% | 0.001% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 1,654 | $105K | 0.0% | +31.4% | 0.000% | |
| 4/17/2025 | Foster Victor Wealth Advisors LLC | 169,263 | $10.03M | 0.8% | +14.3% | 0.020% | |
| 4/17/2025 | Ritholtz Wealth Management | 3,968 | $252K | 0.0% | +34.0% | 0.000% | |
| 4/17/2025 | Massachusetts Wealth Management | 20,600 | $1.31M | 0.9% | +9.4% | 0.002% | |
| 4/17/2025 | Raub Brock Capital Management LP | 252,356 | $16.00M | 3.6% | -3.7% | 0.029% | |
| 4/16/2025 | Dover Advisors LLC | 11,312 | $717K | 0.3% | +5.1% | 0.001% | |
