11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 409 | $202K | 0.0% | N/A | 0.000% | |
11/8/2024 | Princeton Capital Management LLC | 10,459 | $5.16M | 1.6% | +17.7% | 0.001% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 18,628 | $9.20M | 0.6% | +22.9% | 0.002% | |
11/8/2024 | Wrapmanager Inc. | 5,276 | $2.61M | 0.7% | -7.8% | 0.001% | |
11/8/2024 | BIP Wealth LLC | 985 | $486K | 0.0% | +29.3% | 0.000% | |
11/7/2024 | Prospera Financial Services Inc | 10,091 | $4.99M | 0.1% | +2.0% | 0.001% | |
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11/7/2024 | Meeder Asset Management Inc. | 11,894 | $5.87M | 0.4% | -9.1% | 0.001% | |
11/7/2024 | OneAscent Financial Services LLC | 2,070 | $1.02M | 0.7% | -15.7% | 0.000% | |
11/7/2024 | Tranquility Partners LLC | 9,293 | $4.59M | 1.7% | -0.3% | 0.001% | |
11/7/2024 | Belmont Capital LLC | 700 | $346K | 0.1% | -12.8% | 0.000% | |
11/7/2024 | Caprock Group LLC | 25,632 | $12.66M | 0.5% | +2.2% | 0.003% | |
11/7/2024 | Pathstone Holdings LLC | 150,244 | $74.19M | 0.3% | +2.7% | 0.016% | |
11/7/2024 | St. Louis Trust Co | 410 | $202K | 0.0% | N/A | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 10,227 | $5.05M | 0.7% | +0.5% | 0.001% | |
11/7/2024 | Baron Wealth Management LLC | 938 | $463K | 0.2% | +42.8% | 0.000% | |
11/7/2024 | OneAscent Wealth Management LLC | 1,701 | $840K | 0.3% | +3.7% | 0.000% | |
11/7/2024 | Nixon Peabody Trust Co. | 49,571 | $24.48M | 2.0% | +1.3% | 0.005% | |
11/7/2024 | Mawer Investment Management Ltd. | 333,018 | $164.44M | 0.7% | -1.4% | 0.036% | |
11/7/2024 | Meeder Advisory Services Inc. | 15,918 | $7.86M | 0.5% | +2.6% | 0.002% | |
11/7/2024 | Semus Wealth Partners LLC | 3,075 | $1.52M | 1.1% | +2.2% | 0.000% | |
11/7/2024 | Wharton Business Group LLC | 541 | $267K | 0.0% | -4.2% | 0.000% | |
11/7/2024 | Jackson Hill Advisors LLC | 32,500 | $16.05M | 8.2% | -2.3% | 0.004% | |
11/7/2024 | Tidemark LLC | 119 | $59K | 0.0% | +41.7% | 0.000% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 1,100 | $543K | 0.0% | -6.4% | 0.000% | |
11/7/2024 | Drive Wealth Management LLC | 2,531 | $1.25M | 0.3% | -1.5% | 0.000% | |
11/7/2024 | First Western Trust Bank | 2,166 | $1.07M | 0.0% | -1.8% | 0.000% | |
11/7/2024 | Strengthening Families & Communities LLC | 7,932 | $3.92M | 1.0% | +7.6% | 0.001% | |
11/7/2024 | Holistic Financial Partners | 524 | $259K | 0.1% | -7.4% | 0.000% | |
11/7/2024 | Aviso Wealth Management | 2,385 | $1.18M | 0.6% | +23.9% | 0.000% | |
11/7/2024 | Investidor Profissional Gestao de Recursos Ltda. | 21,699 | $10.72M | 5.0% | -10.1% | 0.002% | |
11/7/2024 | J. W. Coons Advisors LLC | 3,686 | $1.82M | 0.5% | -19.5% | 0.000% | |
11/7/2024 | Braun Stacey Associates Inc. | 66,376 | $32.78M | 1.2% | -1.6% | 0.007% | |
11/7/2024 | GLOBALT Investments LLC GA | 13,855 | $6.84M | 0.3% | -3.5% | 0.001% | |
11/7/2024 | Taurus Asset Management LLC | 1,755 | $867K | 0.1% | +8.2% | 0.000% | |
11/7/2024 | Quest Partners LLC | 4,341 | $2.14M | 0.2% | -25.7% | 0.000% | |
11/7/2024 | MAI Capital Management | 96,203 | $47.51M | 0.5% | -5.9% | 0.010% | |
11/7/2024 | AMG National Trust Bank | 5,774 | $2.85M | 0.1% | -3.8% | 0.001% | |
11/7/2024 | Aljian Capital Management LLC | 3,049 | $1.51M | 0.4% | N/A | 0.000% | |
11/7/2024 | Prudent Man Advisors LLC | 2,684 | $1.33M | 0.4% | -5.0% | 0.000% | |
11/7/2024 | TrinityPoint Wealth LLC | 8,144 | $4.02M | 0.6% | +0.8% | 0.001% | |
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11/7/2024 | Clarkston Capital Partners LLC | 41,799 | $20.64M | 0.4% | +0.5% | 0.005% | |
11/7/2024 | Gilbert & Cook Inc. | 2,816 | $1.39M | 0.2% | -2.6% | 0.000% | |
11/7/2024 | Swiss National Bank | 2,464,300 | $1.22B | 0.8% | -0.1% | 0.267% | |
11/7/2024 | S&CO Inc. | 10,011 | $4.94M | 0.3% | +22.2% | 0.001% | |
11/7/2024 | Thrivent Financial for Lutherans | 139,851 | $69.06M | 0.1% | -1.5% | 0.015% | |
11/7/2024 | Claro Advisors LLC | 4,421 | $2.18M | 0.3% | +23.0% | 0.000% | |
11/7/2024 | Cardano Risk Management B.V. | 359,079 | $177.31M | 3.1% | +42.4% | 0.039% | |
11/7/2024 | RiverPark Advisors LLC | 4,567 | $2.26M | 1.8% | -17.3% | 0.000% | |
11/7/2024 | Obsidian Personal Planning Solutions LLC | 430 | $215K | 0.1% | N/A | 0.000% | |
11/7/2024 | Concord Asset Management LLC VA | 5,549 | $2.74M | 0.6% | +17.7% | 0.001% | |
11/7/2024 | Peterson Financial Group Inc. | 137 | $67K | 0.3% | N/A | 0.000% | |
11/6/2024 | Accent Capital Management LLC | 6,720 | $3.32M | 1.9% | +1.5% | 0.001% | |
11/6/2024 | Adero Partners LLC | 2,131 | $1.05M | 0.1% | +9.5% | 0.000% | |
11/6/2024 | Frazier Financial Advisors LLC | 149 | $74K | 0.1% | -21.6% | 0.000% | |
11/6/2024 | Mutual of America Capital Management LLC | 104,968 | $51.83M | 0.5% | -1.8% | 0.011% | |
11/6/2024 | Sather Financial Group Inc | 97,612 | $48.20M | 3.1% | -0.1% | 0.011% | |
11/6/2024 | Sawgrass Asset Management LLC | 31,042 | $15.33M | 1.6% | -4.1% | 0.003% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 18,560 | $9.17M | 0.2% | -3.3% | 0.002% | |
11/6/2024 | River Street Advisors LLC | 2,189 | $1.08M | 0.6% | -3.0% | 0.000% | |
11/6/2024 | South Street Advisors LLC | 15,994 | $7.90M | 1.2% | -9.8% | 0.002% | |
11/6/2024 | Heritage Investment Group Inc. | 835 | $412K | 0.1% | +4.1% | 0.000% | |
11/6/2024 | Natixis Advisors LLC | 567,129 | $280.05M | 0.5% | +11.1% | 0.061% | |
11/6/2024 | Mizuho Securities USA LLC | 16,723 | $8.26M | 0.0% | -73.6% | 0.002% | |
11/6/2024 | Mizuho Markets Americas LLC | 47,840 | $23.62M | 0.5% | N/A | 0.005% | |
11/6/2024 | Kentucky Retirement Systems Insurance Trust Fund | 24,427 | $12.06M | 0.8% | -7.8% | 0.003% | |
11/6/2024 | Kentucky Retirement Systems | 57,477 | $28.38M | 0.8% | -7.1% | 0.006% | |
11/6/2024 | Meridian Investment Counsel Inc. | 492 | $243K | 0.1% | -11.4% | 0.000% | |
11/6/2024 | Ipswich Investment Management Co. Inc. | 2,211 | $1.09M | 0.3% | -5.4% | 0.000% | |
11/6/2024 | Coastline Trust Co | 17,969 | $8.87M | 1.0% | +1.5% | 0.002% | |
11/6/2024 | Northcape Wealth Management LLC | 2,478 | $1.22M | 0.4% | -2.0% | 0.000% | |
11/6/2024 | First Long Island Investors LLC | 70,055 | $34.59M | 2.7% | +3.1% | 0.008% | |
11/6/2024 | Linscomb Wealth Inc. | 16,470 | $8.13M | 0.4% | -1.3% | 0.002% | |
11/6/2024 | KCM Investment Advisors LLC | 3,826 | $1.89M | 0.1% | +0.7% | 0.000% | |
11/6/2024 | Birchcreek Wealth Management LLC | 462 | $228K | 0.1% | N/A | 0.000% | |
11/6/2024 | Empowered Funds LLC | 29,209 | $14.42M | 0.2% | +4.9% | 0.003% | |
11/6/2024 | Empirical Finance LLC | 28,959 | $14.30M | 0.8% | +2.0% | 0.003% | |
11/6/2024 | Sheaff Brock Investment Advisors LLC | 6,488 | $3.20M | 0.3% | -6.8% | 0.001% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 130,662 | $64.52M | 1.5% | +9.6% | 0.014% | |
11/6/2024 | Connable Office Inc. | 13,149 | $6.49M | 0.7% | -0.7% | 0.001% | |
11/6/2024 | Black Diamond Financial LLC | 912 | $450K | 0.1% | -2.7% | 0.000% | |
11/6/2024 | Cornercap Investment Counsel Inc. | 3,187 | $1.57M | 0.5% | -30.4% | 0.000% | |
11/6/2024 | King Wealth Management Group | 16,552 | $8.17M | 1.3% | -3.4% | 0.002% | |
11/6/2024 | Dearborn Partners LLC | 85,474 | $42.21M | 1.7% | -4.2% | 0.009% | |
11/6/2024 | CIBC Asset Management Inc | 134,651 | $66.49M | 0.2% | +6.8% | 0.015% | |
11/6/2024 | FUKOKU MUTUAL LIFE INSURANCE Co | 4,169 | $2.06M | 0.1% | +2.5% | 0.000% | |
11/6/2024 | Broderick Brian C | 39,010 | $19.26M | 3.8% | -4.4% | 0.004% | |
11/6/2024 | Balboa Wealth Partners | 5,415 | $2.67M | 0.7% | -7.1% | 0.001% | |
11/6/2024 | OneDigital Investment Advisors LLC | 17,548 | $8.67M | 0.1% | +4.7% | 0.002% | |
11/6/2024 | Sycomore Asset Management | 23,127 | $11.36M | 1.7% | +45.8% | 0.003% | |
11/6/2024 | ING Groep NV | 1,822,879 | $900.14M | 5.2% | +0.6% | 0.197% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you.
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11/6/2024 | Sargent Investment Group LLC | 9,526 | $4.70M | 0.8% | +8.9% | 0.001% | |
11/6/2024 | Omnia Family Wealth LLC | 3,334 | $1.65M | 0.7% | +5.2% | 0.000% | |
11/6/2024 | MeadowBrook Investment Advisors LLC | 5,291 | $2.61M | 2.3% | -0.8% | 0.001% | |
11/6/2024 | Kapstone Financial Advisors LLC | 604 | $298K | 0.2% | -12.7% | 0.000% | |
11/6/2024 | Intelligence Driven Advisers LLC | 3,041 | $1.50M | 0.2% | +4.0% | 0.000% | |
11/6/2024 | Tokio Marine Asset Management Co. Ltd. | 73,840 | $36.46M | 1.6% | +2.6% | 0.008% | |
11/6/2024 | Ferguson Wellman Capital Management Inc. | 14,458 | $7.14M | 0.1% | -0.8% | 0.002% | |
11/6/2024 | Metis Global Partners LLC | 50,259 | $24.82M | 0.8% | +3.0% | 0.005% | |
11/6/2024 | Curi RMB Capital LLC | 39,623 | $19.57M | 0.4% | +9.3% | 0.004% | |
11/6/2024 | Bretton Capital Management LLC | 9,380 | $4.63M | 4.4% | N/A | 0.001% | |