| 5/17/2024 | Wahed Invest LLC | 4,555 | $1.32M | 0.3% | +15.0% | 0.002% | |
| 5/17/2024 | Citizens Financial Group Inc. RI | 728 | $212K | 0.0% | N/A | 0.000% | |
| 5/17/2024 | Kozak & Associates Inc. | 2,273 | $659K | 0.2% | -3.6% | 0.001% | |
| 5/17/2024 | New Covenant Trust Company N.A. | 952 | $276K | 0.3% | N/A | 0.000% | |
| 5/17/2024 | XML Financial LLC | 11,960 | $3.47M | 0.4% | -29.0% | 0.005% | |
| 5/17/2024 | iA Global Asset Management Inc. | 12,895 | $3.74M | 0.0% | +24.8% | 0.005% | |
|
| 5/17/2024 | WealthPlan Investment Management LLC | 2,917 | $845K | 0.1% | +2.9% | 0.001% | |
| 5/17/2024 | Garner Asset Management Corp | 5,798 | $1.68M | 0.8% | +1.6% | 0.002% | |
| 5/17/2024 | Vista Investment Partners LLC | 1,442 | $418K | 0.1% | N/A | 0.001% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 2,620 | $759K | 0.1% | -2.0% | 0.001% | |
| 5/17/2024 | Beacon Capital Management LLC | 643 | $186K | 0.0% | +20.2% | 0.000% | |
| 5/17/2024 | Comerica Bank | 49,483 | $14.34M | 0.1% | +4.9% | 0.020% | |
| 5/17/2024 | Hancock Whitney Corp | 47,804 | $13.85M | 0.5% | +3.7% | 0.019% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 868 | $251K | 0.0% | N/A | 0.000% | |
| 5/17/2024 | Tidal Investments LLC | 17,530 | $5.08M | 0.1% | +77.9% | 0.007% | |
| 5/17/2024 | Motley Fool Asset Management LLC | 7,383 | $2.14M | 0.1% | +6.6% | 0.003% | |
| 5/16/2024 | California State Teachers Retirement System | 356,588 | $103.32M | 0.1% | -1.6% | 0.145% | |
| 5/16/2024 | Meiji Yasuda Life Insurance Co | 3,839 | $1.11M | 0.0% | -37.1% | 0.002% | |
| 5/16/2024 | Levin Capital Strategies L.P. | 5,308 | $1.54M | 0.2% | -33.6% | 0.002% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 13,944 | $3.71M | 0.1% | +15.7% | 0.006% | |
| 5/16/2024 | Sweeney & Michel LLC | 4,277 | $1.24M | 0.5% | N/A | 0.002% | |
| 5/16/2024 | Interval Partners LP | 37,591 | $10.89M | 0.3% | -80.5% | 0.015% | |
| 5/16/2024 | Jacobs Levy Equity Management Inc. | 43,152 | $12.50M | 0.1% | -56.2% | 0.018% | |
| 5/16/2024 | Janus Henderson Group PLC | 32,401 | $9.38M | 0.0% | -0.9% | 0.013% | |
| 5/16/2024 | Kodai Capital Management LP | 62,509 | $18.11M | 0.4% | +2,915.4% | 0.025% | |
| 5/16/2024 | Bayesian Capital Management LP | 35,000 | $10.14M | 1.0% | N/A | 0.014% | |
| 5/16/2024 | Waverly Advisors LLC | 3,522 | $1.02M | 0.0% | +124.6% | 0.001% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 2,172 | $629K | 0.0% | N/A | 0.001% | |
| 5/16/2024 | Captrust Financial Advisors | 112,502 | $32.60M | 0.1% | -11.8% | 0.046% | |
| 5/16/2024 | Zurich Insurance Group Ltd FI | 8,400 | $2.43M | 0.0% | -96.2% | 0.003% | |
| 5/16/2024 | Econ Financial Services Corp | 3,185 | $923K | 0.6% | N/A | 0.001% | |
| 5/15/2024 | Ascent Group LLC | 10,643 | $3.08M | 0.3% | +808.1% | 0.004% | |
| 5/15/2024 | SVB Wealth LLC | 1,669 | $484K | 0.0% | -7.3% | 0.001% | |
| 5/15/2024 | Transcendent Capital Group LLC | 1,094 | $317K | 0.2% | +2,088.0% | 0.000% | |
| 5/15/2024 | Public Employees Retirement System of Ohio | 122,852 | $35.60M | 0.1% | -6.6% | 0.050% | |
| 5/15/2024 | Public Employees Retirement Association of Colorado | 33,715 | $9.77M | 0.0% | -5.8% | 0.014% | |
| 5/15/2024 | Kiltearn Partners LLP | 54,600 | $15.30M | 1.4% | -15.1% | 0.022% | |
| 5/15/2024 | Kentucky Retirement Systems Insurance Trust Fund | 7,587 | $2.20M | 0.2% | -7.9% | 0.003% | |
| 5/15/2024 | Kentucky Retirement Systems | 17,459 | $5.06M | 0.2% | -5.7% | 0.007% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 1,056,561 | $306.13M | 0.0% | +8.4% | 0.429% | |
The Overlooked Retirement Asset You Probably Don’t Own (Ad) 4 out of 5 Americans believe we’re on the brink of a retirement crisis.
Luckily, in these unprecedented times, we have an unprecedented solution.
Once considered a “fringe” investment, the crypto market is now taking the world by storm. Click here to access the Crypto Retirement Blueprint now. |
| 5/15/2024 | BOKF NA | 8,808 | $2.47M | 0.0% | +0.9% | 0.004% | |
| 5/15/2024 | Kestra Advisory Services LLC | 49,124 | $14.23M | 0.1% | -4.7% | 0.020% | |
| 5/15/2024 | Lazard Asset Management LLC | 54,057 | $15.66M | 0.0% | -2.2% | 0.022% | |
| 5/15/2024 | Epoch Investment Partners Inc. | 2,367 | $686K | 0.0% | +4.3% | 0.001% | |
| 5/15/2024 | LRI Investments LLC | 460 | $123K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | 1832 Asset Management L.P. | 10,132 | $2.94M | 0.0% | -0.7% | 0.004% | |
| 5/15/2024 | Truvestments Capital LLC | 418 | $121K | 0.0% | -56.2% | 0.000% | |
| 5/15/2024 | Huber Capital Management LLC | 34,662 | $10.04M | 2.3% | +20.8% | 0.014% | |
| 5/15/2024 | Gabelli Funds LLC | 850 | $246K | 0.0% | -32.0% | 0.000% | |
| 5/15/2024 | Gamco Investors INC. ET AL | 999 | $289K | 0.0% | -18.2% | 0.000% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 1,570 | $455K | 0.0% | -4.0% | 0.001% | |
| 5/14/2024 | Canada Pension Plan Investment Board | 245,429 | $71.11M | 0.1% | -25.4% | 0.100% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 338,408 | $98.05M | 0.8% | -3.8% | 0.138% | |
| 5/14/2024 | Capital International Sarl | 56,660 | $16.42M | 0.5% | +13.0% | 0.023% | |
| 5/14/2024 | Toronto Dominion Bank | 146,243 | $42.37M | 0.1% | -5.8% | 0.059% | |
| 5/14/2024 | Capital International Ltd. CA | 28,704 | $8.32M | 0.4% | +0.3% | 0.012% | |
| 5/14/2024 | Capital International Inc. CA | 146,198 | $42.36M | 0.6% | +5.1% | 0.059% | |
| 5/14/2024 | Capital International Investors | 8,831,084 | $2.56B | 0.5% | +32.5% | 3.589% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 340,702 | $98.72M | 1.0% | +51.8% | 0.138% | |
| 5/14/2024 | Capital Group Investment Management PTE. LTD. | 11,636 | $3.37M | 0.6% | -67.8% | 0.005% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 845 | $245K | 0.0% | -52.6% | 0.000% | |
| 5/14/2024 | Cadence Bank | 38,924 | $11.28M | 0.8% | +0.5% | 0.016% | |
| 5/14/2024 | Rodgers Brothers Inc. | 22,077 | $6.40M | 0.9% | -0.9% | 0.009% | |
| 5/14/2024 | Pinnbrook Capital Management LP | 7,031 | $2.04M | 0.2% | N/A | 0.003% | |
| 5/14/2024 | Advisors Asset Management Inc. | 104,120 | $30.17M | 0.6% | -4.3% | 0.042% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 21,384 | $6.20M | 0.2% | -2.4% | 0.009% | |
| 5/14/2024 | EP Wealth Advisors LLC | 3,092 | $896K | 0.0% | -12.0% | 0.001% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 7,300 | $2.12M | 0.1% | +28.1% | 0.003% | |
| 5/14/2024 | CreativeOne Wealth LLC | 9,369 | $2.72M | 0.1% | +6.8% | 0.004% | |
| 5/14/2024 | Shell Asset Management Co. | 12,014 | $3.48M | 0.2% | +26.6% | 0.005% | |
| 5/14/2024 | TFO Wealth Partners LLC | 113 | $33K | 0.0% | -96.9% | 0.000% | |
| 5/14/2024 | Mattern Wealth Management LLC | 783 | $227K | 0.1% | N/A | 0.000% | |
| 5/14/2024 | Payden & Rygel Investment Group | 5,900 | $1.71M | 0.1% | N/A | 0.002% | |
| 5/14/2024 | Crewe Advisors LLC | 791 | $229K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Natixis | 23,476 | $6.80M | 0.0% | -51.4% | 0.010% | |
| 5/14/2024 | InterOcean Capital Group LLC | 103,006 | $29.85M | 0.7% | +3.1% | 0.042% | |
| 5/14/2024 | Pitcairn Co. | 5,548 | $1.61M | 0.1% | +1.7% | 0.002% | |
| 5/14/2024 | CANADA LIFE ASSURANCE Co | 187,424 | $54.29M | 0.1% | +20.9% | 0.076% | |
| 5/14/2024 | American International Group Inc. | 58,229 | $16.87M | 0.1% | -0.9% | 0.024% | |
| 5/14/2024 | National Bank of Canada FI | 153,407 | $40.76M | 0.1% | -6.9% | 0.062% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 2,282 | $664K | 0.0% | +41.3% | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 17,317 | $5.02M | 0.0% | +81.4% | 0.007% | |
| 5/13/2024 | Paragon Capital Management LLC | 25,162 | $7.29M | 3.9% | -1.2% | 0.010% | |
| 5/13/2024 | UniSuper Management Pty Ltd | 174,267 | $50.49M | 0.5% | +157.6% | 0.071% | |
| 5/13/2024 | Clearbridge Investments LLC | 4,830 | $1.40M | 0.0% | -4.6% | 0.002% | |
| 5/13/2024 | Seven Eight Capital LP | 761 | $220K | 0.0% | N/A | 0.000% | |
| 5/13/2024 | Invesco LLC | 1,093 | $317K | 0.1% | -18.9% | 0.000% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 33,838 | $9.80M | 0.1% | +0.7% | 0.014% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 14,879 | $4.31M | 0.1% | -1.0% | 0.006% | |
| 5/13/2024 | Rockport Wealth LLC | 1,644 | $476K | 0.2% | N/A | 0.001% | |
The Overlooked Retirement Asset You Probably Don’t Own (Ad) 4 out of 5 Americans believe we’re on the brink of a retirement crisis.
Luckily, in these unprecedented times, we have an unprecedented solution.
Once considered a “fringe” investment, the crypto market is now taking the world by storm. Click here to access the Crypto Retirement Blueprint now. |
| 5/11/2024 | Covestor Ltd | 789 | $229K | 0.1% | +50.0% | 0.000% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 2,349 | $681K | 0.1% | -5.1% | 0.001% | |
| 5/11/2024 | Jacobi Capital Management LLC | 3,967 | $1.15M | 0.1% | -3.5% | 0.002% | |
| 5/11/2024 | Patten & Patten Inc. TN | 10,253 | $2.97M | 0.2% | +0.5% | 0.004% | |
| 5/10/2024 | Allstate Corp | 786 | $228K | 0.0% | -4.6% | 0.000% | |
| 5/10/2024 | Osaic Holdings Inc. | 103,469 | $29.99M | 0.1% | -14.8% | 0.042% | |
| 5/10/2024 | Acadian Asset Management LLC | 6,763 | $1.96M | 0.0% | -70.9% | 0.003% | |
| 5/10/2024 | TIAA Trust National Association | 47,924 | $13.89M | 0.0% | +2.5% | 0.019% | |
| 5/10/2024 | Vanguard Group Inc. | 19,868,165 | $5.76B | 0.1% | +5.6% | 8.074% | |
| 5/10/2024 | Intech Investment Management LLC | 205,593 | $59.57M | 0.8% | -1.4% | 0.084% | |
