| 8/1/2025 | Fairfield Financial Advisors LTD | 8,559 | $1.30M | 0.5% | N/A | 0.002% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 5,836 | $889K | 0.1% | -53.0% | 0.001% | |
| 8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 40,875 | $6.22M | 0.2% | +12.0% | 0.008% | |
| 7/31/2025 | Leavell Investment Management Inc. | 7,335 | $1.12M | 0.1% | +1.4% | 0.001% | |
| 7/31/2025 | Allied Investment Advisors LLC | 80,632 | $12.28M | 2.1% | -0.4% | 0.015% | |
| 7/31/2025 | Lee Danner & Bass Inc. | 36,184 | $5.51M | 0.4% | -0.5% | 0.007% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 27,158 | $4.14M | 0.5% | -9.3% | 0.005% | |
| 7/30/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 3,041 | $463K | 0.0% | -10.3% | 0.001% | |
| 7/30/2025 | Strategic Blueprint LLC | 5,393 | $821K | 0.0% | -1.7% | 0.001% | |
| 7/30/2025 | Adams Diversified Equity Fund Inc. | 138,000 | $21.01M | 0.8% | N/A | 0.026% | |
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| 7/30/2025 | Boit C F David | 2,360 | $359K | 0.2% | -56.0% | 0.000% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 23,768 | $3.62M | 0.0% | +5.2% | 0.004% | |
| 7/30/2025 | Bogart Wealth LLC | 1,207 | $184K | 0.0% | -7.2% | 0.000% | |
| 7/29/2025 | Birmingham Capital Management Co. Inc. AL | 31,149 | $4.74M | 2.1% | -18.0% | 0.006% | |
| 7/29/2025 | Hoese & Co LLP | 1,319 | $201K | 0.2% | +19.9% | 0.000% | |
| 7/29/2025 | Curbstone Financial Management Corp | 5,518 | $840K | 0.2% | -4.5% | 0.001% | |
| 7/29/2025 | Private Trust Co. NA | 9,136 | $1.39M | 0.1% | +2.9% | 0.002% | |
| 7/28/2025 | Bridges Investment Management Inc. | 2,222 | $338K | 0.0% | +30.2% | 0.000% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 875 | $133K | 0.0% | +15.4% | 0.000% | |
| 7/28/2025 | Harbour Trust & Investment Management Co | 4,035 | $614K | 0.1% | -3.8% | 0.001% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 8,220 | $1.25M | 0.1% | +32.7% | 0.002% | |
| 7/24/2025 | M. Kraus & Co | 1,965 | $299K | 0.1% | -26.3% | 0.000% | |
| 7/24/2025 | GFG Capital LLC | 184 | $28K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 1,833 | $279K | 0.0% | -73.0% | 0.000% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 27,317 | $4.16M | 0.1% | -22.9% | 0.005% | |
| 7/22/2025 | Belpointe Asset Management LLC | 9,675 | $1.47M | 0.1% | -14.1% | 0.002% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 2,794 | $425K | 0.1% | N/A | 0.001% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 9,438 | $1.44M | 0.0% | -5.4% | 0.002% | |
| 7/22/2025 | Knights of Columbus Asset Advisors LLC | 77,624 | $11.82M | 0.7% | +2.1% | 0.015% | |
| 7/22/2025 | Kickstand Ventures LLC. | 2,794 | $425K | 0.1% | -27.1% | 0.001% | |
| 7/21/2025 | Corundum Group Inc. | 98,152 | $14.94M | 6.6% | -1.7% | 0.018% | |
| 7/21/2025 | First National Bank & Trust Co. of Newtown | 11,987 | $1.83M | 0.4% | -4.6% | 0.002% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 2,661 | $405K | 0.0% | +312.6% | 0.000% | |
| 7/17/2025 | Greenleaf Trust | 14,341 | $2.18M | 0.0% | -14.1% | 0.003% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 224,185 | $34.13M | 0.1% | -10.6% | 0.042% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 1,461 | $222K | 0.0% | +15.9% | 0.000% | |
| 7/17/2025 | Independence Bank of Kentucky | 8,745 | $1.33M | 0.2% | -3.0% | 0.002% | |
| 7/17/2025 | Stockman Wealth Management Inc. | 1,489 | $227K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 11,419 | $1.74M | 0.1% | +14.5% | 0.002% | |
| 7/16/2025 | Wealth Group Ltd | 2,153 | $328K | 0.1% | +4.9% | 0.000% | |
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad) Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary). |
| 7/16/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 2,147 | $327K | 0.0% | -97.0% | 0.000% | |
| 7/15/2025 | Jeppson Wealth Management LLC | 3,425 | $521K | 0.2% | -10.5% | 0.001% | |
| 7/15/2025 | TD Private Client Wealth LLC | 1,643 | $250K | 0.0% | +24.1% | 0.000% | |
| 7/15/2025 | Lynch & Associates IN | 26,381 | $4.02M | 0.8% | +1.3% | 0.005% | |
| 7/15/2025 | Cigna Investments Inc. New | 5,285 | $805K | 0.1% | -3.8% | 0.001% | |
| 7/15/2025 | Hall Laurie J Trustee | 18,891 | $2.88M | 1.0% | -1.3% | 0.004% | |
| 7/15/2025 | Fortitude Family Office LLC | 982 | $150K | 0.0% | -8.5% | 0.000% | |
| 7/14/2025 | GAMMA Investing LLC | 16,599 | $2.53M | 0.2% | +5.1% | 0.003% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 16,920 | $2.58M | 0.1% | +0.4% | 0.003% | |
| 7/14/2025 | Bank & Trust Co | 2,021 | $308K | 0.2% | -20.5% | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,137 | $1.85M | 0.0% | +15.8% | 0.002% | |
| 7/11/2025 | Essex Savings Bank | 7,378 | $1.12M | 0.3% | -2.0% | 0.001% | |
| 7/10/2025 | Trust Point Inc. | 8,776 | $1.34M | 0.1% | -0.8% | 0.002% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 10,773 | $1.64M | 0.0% | -3.4% | 0.002% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 530 | $81K | 0.1% | +54.5% | 0.000% | |
| 7/9/2025 | Fiduciary Alliance LLC | 4,127 | $628K | 0.0% | +9.3% | 0.001% | |
| 7/8/2025 | Bard Financial Services Inc. | 2,870 | $437K | 0.1% | -8.0% | 0.001% | |
| 7/8/2025 | Parallel Advisors LLC | 12,270 | $1.87M | 0.0% | +10.6% | 0.002% | |
| 7/7/2025 | Wesbanco Bank Inc. | 45,814 | $6.98M | 0.2% | -1.8% | 0.009% | |
| 7/2/2025 | Neville Rodie & Shaw Inc. | 23,860 | $3.63M | 0.3% | +15.9% | 0.004% | |
| 7/1/2025 | Park National Corp OH | 18,659 | $2.84M | 0.1% | -4.3% | 0.003% | |
| 6/23/2025 | Nicholas Hoffman & Company LLC. | 2,017 | $296K | 0.0% | -4.4% | 0.000% | |
| 6/17/2025 | Howe & Rusling Inc. | 6,349 | $932K | 0.1% | +6.5% | 0.001% | |
| 6/10/2025 | Birchbrook Inc. | 1,305 | $192K | 0.1% | +24.2% | 0.000% | |
| 6/2/2025 | Hodges Capital Management Inc. | 21,970 | $3.23M | 0.3% | -37.0% | 0.004% | |
| 6/2/2025 | Modern Wealth Management LLC | 9,250 | $1.36M | 0.0% | +3.3% | 0.002% | |
| 5/29/2025 | Apeiron RIA LLC | 1,608 | $236K | 0.1% | -6.3% | 0.000% | |
| 5/28/2025 | Strs Ohio | 205,598 | $30.19M | 0.1% | N/A | 0.038% | |
| 5/28/2025 | Intrua Financial LLC | 2,973 | $437K | 0.1% | -26.0% | 0.001% | |
| 5/27/2025 | Jacobi Capital Management LLC | 20,909 | $3.07M | 0.2% | +2.9% | 0.004% | |
| 5/23/2025 | Twin Lakes Capital Management LLC | 2,186 | $321K | 0.2% | -4.4% | 0.000% | |
| 5/21/2025 | McAdam LLC | 4,722 | $693K | 0.0% | +1.9% | 0.001% | |
| 5/21/2025 | Acadian Asset Management LLC | 49,305 | $7.24M | 0.0% | -58.3% | 0.009% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 5,524 | $811K | 0.0% | +25.2% | 0.001% | |
| 5/20/2025 | Intech Investment Management LLC | 87,065 | $12.79M | 0.1% | -0.9% | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 147,331 | $21.64M | 0.1% | +7.3% | 0.027% | |
| 5/20/2025 | Integrity Alliance LLC. | 11,796 | $1.73M | 0.1% | +70.4% | 0.002% | |
| 5/20/2025 | Ransom Advisory Ltd | 5,685 | $835K | 0.4% | N/A | 0.001% | |
| 5/20/2025 | Plato Investment Management Ltd | 8,419 | $1.25M | 0.1% | -5.1% | 0.002% | |
| 5/19/2025 | SageView Advisory Group LLC | 3,948 | $580K | 0.0% | +24.3% | 0.001% | |
| 5/19/2025 | SCS Capital Management LLC | 3,121 | $458K | 0.0% | N/A | 0.001% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 4,198,538 | $616.60M | 0.2% | +10.9% | 0.780% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 468,623 | $68.82M | 0.6% | N/A | 0.087% | |
| 5/16/2025 | Prostatis Group LLC | 2,125 | $312K | 0.1% | -19.8% | 0.000% | |
| 5/16/2025 | Empowered Funds LLC | 49,001 | $7.20M | 0.1% | -11.5% | 0.009% | |
| 5/16/2025 | MBB Public Markets I LLC | 2,075 | $305K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Ascent Group LLC | 5,341 | $784K | 0.0% | +39.6% | 0.001% | |
| 5/16/2025 | United Services Automobile Association | 112,846 | $16.35M | 0.5% | -10.7% | 0.021% | |
| 5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 18,118 | $2.66M | 0.1% | -0.5% | 0.003% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 9,533 | $1.40M | 0.1% | -9.1% | 0.002% | |
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad) Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary). |
| 5/16/2025 | Great Lakes Advisors LLC | 31,048 | $4.56M | 0.0% | -3.6% | 0.006% | |
| 5/16/2025 | Bell Investment Advisors Inc | 4,299 | $631K | 0.1% | +4,114.7% | 0.001% | |
| 5/16/2025 | Caxton Associates LLP | 8,608 | $1.26M | 0.0% | N/A | 0.002% | |
| 5/16/2025 | First Dallas Securities Inc. | 6,845 | $1.01M | 0.4% | -18.0% | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 13,624 | $2.00M | 0.1% | +1.3% | 0.003% | |
| 5/16/2025 | Kestra Investment Management LLC | 1,953 | $287K | 0.0% | -73.2% | 0.000% | |
| 5/16/2025 | Resources Management Corp CT ADV | 860 | $126K | 0.0% | -20.7% | 0.000% | |
| 5/16/2025 | Aberdeen Wealth Management LLC | 3,278 | $481K | 0.3% | -2.0% | 0.001% | |
| 5/16/2025 | Teza Capital Management LLC | 3,677 | $540K | 0.2% | -59.8% | 0.001% | |
| 5/16/2025 | USS Investment Management Ltd | 94,176 | $13.83M | 0.1% | -34.7% | 0.017% | |
