12/19/2024 | Independent Solutions Wealth Management LLC | 8,939 | $2.72M | 0.6% | +13.8% | 0.001% | |
12/19/2024 | Principal Financial Group Inc. | 843,126 | $256.74M | 0.1% | -4.9% | 0.118% | |
12/18/2024 | IMS Capital Management | 2,951 | $899K | 0.4% | -4.2% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 2,157 | $657K | 0.3% | -6.1% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 280,204 | $85.33M | 0.3% | +0.5% | 0.039% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 54,408 | $16.55M | 0.5% | -6.8% | 0.008% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Biden broke it... Now Trump is going to fix it.
Starting with "Exec. Order 001." I put all the details together for you here — but please hurry. |
12/12/2024 | Legacy Wealth Management LLC MS | 5,423 | $1.65M | 0.6% | +6.4% | 0.001% | |
12/11/2024 | 1ST Source Bank | 31,160 | $9.49M | 0.5% | -3.3% | 0.004% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 36,313 | $11.06M | 4.0% | +2.3% | 0.005% | |
12/10/2024 | DGS Capital Management LLC | 705 | $215K | 0.1% | N/A | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 1,293 | $395K | 0.1% | +3.9% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 2,246 | $684K | 0.6% | N/A | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 36,747 | $11.19M | 0.5% | -4.1% | 0.005% | |
12/6/2024 | Retirement Systems of Alabama | 352,028 | $107.20M | 0.4% | -5.2% | 0.049% | |
12/3/2024 | Garde Capital Inc. | 2,613 | $796K | 0.1% | +3.4% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 311 | $95K | 0.0% | -50.3% | 0.000% | |
11/29/2024 | American Trust | 7,768 | $2.37M | 0.2% | +1.5% | 0.001% | |
11/29/2024 | Old North State Trust LLC | 2,941 | $896K | 0.7% | +4.2% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 3,259,851 | $1.01B | 0.3% | -13.0% | 0.455% | |
11/26/2024 | Asset Advisors Investment Management LLC | 7,373 | $2.25M | 0.2% | -3.9% | 0.001% | |
11/26/2024 | Peapack Gladstone Financial Corp | 129,836 | $39.54M | 0.6% | -0.3% | 0.018% | |
11/25/2024 | Synovus Financial Corp | 103,779 | $31.60M | 0.4% | -3.6% | 0.014% | |
11/25/2024 | Centerstone Investors LLC | 8,255 | $2.51M | 2.3% | -14.0% | 0.001% | |
11/25/2024 | Optimist Retirement Group LLC | 7,240 | $2.21M | 1.0% | +5.3% | 0.001% | |
11/25/2024 | Cim Investment Management Inc. | 6,613 | $2.01M | 0.6% | -2.1% | 0.001% | |
11/25/2024 | Destination Wealth Management | 83,431 | $25.41M | 0.8% | +1.6% | 0.012% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 78,751 | $23.98M | 0.4% | +96.5% | 0.011% | |
11/25/2024 | Arvest Bank Trust Division | 7,987 | $2.43M | 0.1% | N/A | 0.001% | |
11/25/2024 | Sfmg LLC | 4,859 | $1.48M | 0.1% | -4.0% | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 6,675 | $2.03M | 0.0% | +12.7% | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 173,609 | $50.40M | 0.3% | -10.0% | 0.024% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 19,452 | $5.92M | 0.4% | -2.5% | 0.003% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 53,870 | $16.40M | 0.5% | -3.5% | 0.008% | |
11/21/2024 | Anchor Investment Management LLC | 14,083 | $4.29M | 0.4% | +7.7% | 0.002% | |
11/21/2024 | Tudor Financial Inc. | 1,293 | $394K | 0.2% | N/A | 0.000% | |
11/20/2024 | Diamant Asset Management Inc. | 9,544 | $2.91M | 1.8% | +1.9% | 0.001% | |
11/20/2024 | SOA Wealth Advisors LLC. | 4,679 | $1.43M | 0.3% | -15.6% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 5,409 | $1.65M | 0.1% | N/A | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 57,410 | $17.48M | 2.1% | -4.2% | 0.008% | |
11/19/2024 | McIlrath & Eck LLC | 1,537 | $468K | 0.1% | +11.6% | 0.000% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Biden broke it... Now Trump is going to fix it.
Starting with "Exec. Order 001." I put all the details together for you here — but please hurry. |
11/19/2024 | Invst LLC | 1,493 | $455K | 0.1% | -6.2% | 0.000% | |
11/19/2024 | Citizens Business Bank | 11,166 | $3.40M | 0.7% | -1.7% | 0.002% | |
11/19/2024 | Unigestion Holding SA | 126,371 | $38.47M | 1.9% | -13.9% | 0.018% | |
11/19/2024 | TCW Group Inc. | 12,655 | $3.85M | 0.0% | -3.3% | 0.002% | |
11/19/2024 | Hohimer Wealth Management LLC | 9,266 | $2.82M | 0.6% | +1.0% | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 2,869 | $874K | 0.1% | +6.9% | 0.000% | |
11/18/2024 | Rehmann Capital Advisory Group | 8,515 | $2.59M | 0.2% | -5.4% | 0.001% | |
11/18/2024 | Virtue Capital Management LLC | 1,055 | $321K | 0.1% | -12.6% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 1,911 | $582K | 0.2% | -52.0% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 34,466 | $10.46M | 0.9% | -7.3% | 0.005% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 82,967 | $25.27M | 0.2% | -4.4% | 0.012% | |
11/18/2024 | Toronto Dominion Bank | 385,982 | $117.54M | 0.2% | -1.2% | 0.054% | |
11/18/2024 | Empire Financial Management Company LLC | 2,907 | $886K | 0.3% | -23.7% | 0.000% | |
11/18/2024 | Neo Ivy Capital Management | 1,338 | $408K | 0.1% | N/A | 0.000% | |
11/18/2024 | Brown Financial Advisors | 5,763 | $1.76M | 0.7% | -8.9% | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 30,295 | $9.22M | 0.2% | +6.7% | 0.004% | |
11/18/2024 | RB Capital Management LLC | 6,494 | $1.98M | 0.5% | -3.0% | 0.001% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 11,352 | $3.46M | 0.6% | -1.5% | 0.002% | |
11/18/2024 | First Dallas Securities Inc. | 2,825 | $860K | 0.4% | -4.5% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 15,916,980 | $4.83B | 0.4% | +1.4% | 2.221% | |
11/15/2024 | Insight Inv LLC | 1,391 | $424K | 0.4% | -4.1% | 0.000% | |
11/15/2024 | Goodman Advisory Group LLC | 9,511 | $2.90M | 0.8% | +53.9% | 0.001% | |
11/15/2024 | Greenwood Gearhart Inc. | 5,314 | $1.62M | 0.1% | -1.9% | 0.001% | |
11/15/2024 | Frisch Financial Group Inc. | 3,432 | $1.05M | 0.3% | -28.2% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 5,095 | $1.55M | 0.6% | N/A | 0.001% | |
11/15/2024 | High Falls Advisors Inc | 3,238 | $986K | 0.2% | -8.8% | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 67,739 | $20.63M | 2.8% | -0.3% | 0.009% | |
11/15/2024 | Executive Wealth Management LLC | 37,649 | $11.47M | 0.9% | N/A | 0.005% | |
11/15/2024 | Abel Hall LLC | 1,188 | $362K | 0.2% | -3.8% | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 4,069 | $1.22M | 0.2% | -1.1% | 0.001% | |
11/15/2024 | LRI Investments LLC | 7,418 | $2.22M | 0.2% | +30.4% | 0.001% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 4,040 | $1.23M | 0.5% | -10.6% | 0.001% | |
11/15/2024 | PYA Waltman Capital LLC | 4,327 | $1.32M | 0.4% | +4.7% | 0.001% | |
11/15/2024 | Peloton Wealth Strategists | 5,810 | $1.77M | 0.7% | +0.7% | 0.001% | |
11/15/2024 | Geller Advisors LLC | 2,732 | $832K | 0.1% | +3.8% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 712 | $217K | 0.1% | N/A | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 2,094 | $612K | 0.0% | +2.8% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 321,921 | $98.03M | 0.4% | -0.9% | 0.045% | |
11/15/2024 | SGL Investment Advisors Inc. | 676 | $202K | 0.1% | N/A | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 30,120 | $9.17M | 0.9% | -0.1% | 0.004% | |
11/15/2024 | Groupama Asset Managment | 29,326 | $8.93M | 0.2% | -5.8% | 0.004% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 155,813 | $47.45M | 2.9% | +0.8% | 0.022% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 572,197 | $174.24M | 0.5% | +31.0% | 0.080% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 10,966 | $3.34M | 0.8% | +0.9% | 0.002% | |
11/15/2024 | MML Investors Services LLC | 118,290 | $36.02M | 0.1% | -3.5% | 0.017% | |
11/15/2024 | Hodges Capital Management Inc. | 8,227 | $2.51M | 0.2% | -40.0% | 0.001% | |
11/15/2024 | First National Bank of Omaha | 3,942 | $1.20M | 0.1% | -7.2% | 0.001% | |
11/15/2024 | Legacy Investment Solutions LLC | 85 | $25K | 0.0% | N/A | 0.000% | |
11/15/2024 | Kimelman & Baird LLC | 28,100 | $8.56M | 0.7% | -2.6% | 0.004% | |
11/15/2024 | Northeast Financial Consultants Inc | 7,452 | $2.27M | 0.1% | +0.8% | 0.001% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Biden broke it... Now Trump is going to fix it.
Starting with "Exec. Order 001." I put all the details together for you here — but please hurry. |
11/15/2024 | Mosaic Financial Group LLC | 4,116 | $1.25M | 0.9% | -6.5% | 0.001% | |
11/15/2024 | Dunhill Financial LLC | 827 | $252K | 0.1% | +4.7% | 0.000% | |
11/15/2024 | Passive Capital Management LLC. | 758 | $231K | 0.1% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 44,433 | $13.53M | 0.3% | +0.3% | 0.006% | |
11/15/2024 | World Investment Advisors LLC | 106,834 | $32.53M | 0.2% | +1,703.7% | 0.015% | |
11/15/2024 | XTX Topco Ltd | 4,354 | $1.33M | 0.1% | N/A | 0.001% | |
11/15/2024 | Zacks Investment Management | 358,196 | $109.07M | 0.9% | +10.5% | 0.050% | |
11/15/2024 | Zurich Insurance Group Ltd FI | 268,650 | $81.81M | 0.7% | +3,580.1% | 0.037% | |
11/15/2024 | Hendershot Investments Inc. | 3,663 | $1.12M | 0.2% | -1.6% | 0.001% | |
11/15/2024 | Goldstream Capital Management Ltd | 5,434 | $1.66M | 0.6% | N/A | 0.001% | |