| 8/1/2025 | Motco | 845 | $160K | 0.0% | -56.1% | 0.001% | |
| 8/1/2025 | Jennison Associates LLC | 81,830 | $13.95M | 0.0% | +11.1% | 0.104% | |
| 8/1/2025 | New York Life Investment Management LLC | 6,645 | $1.13M | 0.0% | -2.3% | 0.008% | |
| 8/1/2025 | Reliant Investment Partners LLC | 2,932 | $500K | 0.4% | N/A | 0.004% | |
| 8/1/2025 | Motley Fool Asset Management LLC | 1,259 | $215K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 3,000 | $511K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Peregrine Capital Management LLC | 9,118 | $1.55M | 0.0% | -30.1% | 0.012% | |
| 8/1/2025 | SYM FINANCIAL Corp | 1,371 | $234K | 0.0% | N/A | 0.002% | |
| 8/1/2025 | Teacher Retirement System of Texas | 68,817 | $11.73M | 0.0% | +2.3% | 0.087% | |
| 8/1/2025 | Convergence Investment Partners LLC | 7,555 | $1.29M | 0.3% | +54.5% | 0.010% | |
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| 8/1/2025 | Bessemer Group Inc. | 2,791 | $476K | 0.0% | -68.1% | 0.004% | |
| 8/1/2025 | Banco Santander S.A. | 49,566 | $8.45M | 0.1% | +32.0% | 0.063% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 52,105 | $8.88M | 0.0% | +13.9% | 0.066% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 550 | $94K | 0.0% | -26.0% | 0.001% | |
| 7/31/2025 | Brighton Jones LLC | 4,504 | $768K | 0.0% | +149.8% | 0.006% | |
| 7/31/2025 | MQS Management LLC | 1,805 | $308K | 0.2% | N/A | 0.002% | |
| 7/31/2025 | Leavell Investment Management Inc. | 7,050 | $1.20M | 0.1% | +74.1% | 0.009% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 3,543 | $604K | 0.0% | +30.2% | 0.004% | |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 21,692 | $3.70M | 0.0% | -7.9% | 0.027% | |
| 7/31/2025 | AlphaQuest LLC | 7,916 | $1.35M | 0.1% | +707.8% | 0.010% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 9,899 | $1.69M | 0.0% | -8.9% | 0.013% | |
| 7/31/2025 | Asset Management One Co. Ltd. | 39,585 | $6.75M | 0.0% | -12.1% | 0.050% | |
| 7/30/2025 | Tributary Capital Management LLC | 3,510 | $598K | 0.1% | -2.8% | 0.004% | |
| 7/30/2025 | Forum Financial Management LP | 1,697 | $289K | 0.0% | -19.1% | 0.002% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 8,195 | $1.40M | 0.1% | N/A | 0.010% | |
| 7/30/2025 | D.A. Davidson & CO. | 8,223 | $1.40M | 0.0% | -2.0% | 0.010% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 289 | $49K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | Stephens Inc. AR | 3,669 | $625K | 0.0% | +55.9% | 0.005% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 1,336 | $244K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 22,200 | $3.78M | 0.0% | N/A | 0.028% | |
| 7/29/2025 | Mutual of America Capital Management LLC | 30,488 | $5.20M | 0.1% | -3.8% | 0.039% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 9,586 | $1.63M | 0.3% | N/A | 0.012% | |
| 7/29/2025 | Arista Wealth Management LLC | 7,389 | $1.26M | 0.2% | N/A | 0.009% | |
| 7/29/2025 | Nordea Investment Management AB | 1,378,230 | $234.62M | 0.2% | -23.2% | 1.747% | |
| 7/29/2025 | Praxis Investment Management Inc. | 2,270 | $387K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Ritholtz Wealth Management | 7,238 | $1.23M | 0.0% | +97.1% | 0.009% | |
| 7/28/2025 | Bayforest Capital Ltd | 5,417 | $923K | 0.4% | -15.6% | 0.007% | |
| 7/28/2025 | Moran Wealth Management LLC | 78,993 | $13.46M | 0.4% | -4.9% | 0.100% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 1,982 | $338K | 0.0% | +4.9% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 2,731 | $467K | 0.0% | N/A | 0.003% | |
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| 7/25/2025 | Sequoia Financial Advisors LLC | 3,029 | $516K | 0.0% | +34.4% | 0.004% | |
| 7/25/2025 | Yousif Capital Management LLC | 21,650 | $3.69M | 0.0% | -2.2% | 0.027% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 33,809 | $5.69M | 0.0% | +21.4% | 0.043% | |
| 7/25/2025 | CWM LLC | 19,209 | $3.27M | 0.0% | +9.6% | 0.024% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 5,837 | $995K | 0.0% | +15.0% | 0.007% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,239 | $722K | 0.0% | -5.3% | 0.005% | |
| 7/24/2025 | KRS Capital Management LLC | 4,589 | $782K | 0.5% | +2.8% | 0.006% | |
| 7/24/2025 | IFP Advisors Inc | 174 | $30K | 0.0% | -92.3% | 0.000% | |
| 7/24/2025 | Blair William & Co. IL | 1,478 | $252K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Muhlenkamp & Co. Inc. | 106,084 | $18.08M | 5.6% | +0.6% | 0.134% | |
| 7/24/2025 | US Bancorp DE | 31,637 | $5.39M | 0.0% | +5.8% | 0.040% | |
| 7/23/2025 | Vontobel Holding Ltd. | 198,056 | $33.76M | 0.1% | -21.5% | 0.251% | |
| 7/23/2025 | DMC Group LLC | 1,402 | $239K | 0.2% | -30.7% | 0.002% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 26,093 | $4.45M | 0.4% | -8.4% | 0.033% | |
| 7/23/2025 | KLP Kapitalforvaltning AS | 13,000 | $2.22M | 0.0% | +4.8% | 0.016% | |
| 7/22/2025 | Belpointe Asset Management LLC | 3,170 | $540K | 0.0% | -2.5% | 0.004% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 5,555 | $947K | 1.0% | +57.4% | 0.007% | |
| 7/21/2025 | QRG Capital Management Inc. | 2,593 | $442K | 0.0% | +35.4% | 0.003% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 208 | $35K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | J. Safra Sarasin Holding AG | 40,545 | $6.91M | 0.1% | +76.7% | 0.051% | |
| 7/21/2025 | Lecap Asset Management Ltd. | 11,314 | $1.93M | 0.7% | +76.4% | 0.014% | |
| 7/18/2025 | Forza Wealth Management LLC | 1,445 | $246K | 0.1% | N/A | 0.002% | |
| 7/18/2025 | Truist Financial Corp | 2,463 | $420K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 1,482 | $253K | 0.2% | N/A | 0.002% | |
| 7/17/2025 | Campbell Newman Asset Management Inc. | 25,601 | $4.36M | 0.3% | -8.0% | 0.032% | |
| 7/17/2025 | HB Wealth Management LLC | 2,302 | $392K | 0.0% | -4.0% | 0.003% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,468 | $932K | 0.0% | +25.9% | 0.007% | |
| 7/17/2025 | Ausbil Investment Management Ltd | 6,496 | $1.11M | 0.6% | +23.8% | 0.008% | |
| 7/16/2025 | Mariner Investment Group LLC | 5,000 | $852K | 0.3% | N/A | 0.006% | |
| 7/16/2025 | Kirr Marbach & Co. LLC IN | 171,631 | $29.25M | 5.8% | +0.6% | 0.218% | |
| 7/16/2025 | State of Alaska Department of Revenue | 6,883 | $1.17M | 0.0% | -4.6% | 0.009% | |
| 7/16/2025 | Banque Pictet & Cie SA | 2,494 | $425K | 0.0% | -6.3% | 0.003% | |
| 7/15/2025 | Sheets Smith Wealth Management | 19,952 | $3.40M | 0.4% | +0.6% | 0.025% | |
| 7/14/2025 | Counterpoint Mutual Funds LLC | 4,410 | $752K | 0.1% | N/A | 0.006% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 14,996 | $2.56M | 0.5% | +2.8% | 0.019% | |
| 7/14/2025 | IronOak Wealth LLC. | 9,239 | $1.58M | 1.5% | N/A | 0.012% | |
| 7/14/2025 | GAMMA Investing LLC | 1,262 | $215K | 0.0% | +37.9% | 0.002% | |
| 7/14/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 30,000 | $5.11M | 0.3% | +66.7% | 0.038% | |
| 7/11/2025 | Bouvel Investment Partners LLC | 19,237 | $3.28M | 1.1% | -2.8% | 0.024% | |
| 7/11/2025 | Farther Finance Advisors LLC | 276 | $47K | 0.0% | +228.6% | 0.000% | |
| 7/11/2025 | Wedge Capital Management L L P NC | 39,312 | $6.70M | 0.1% | -1.9% | 0.050% | |
| 7/11/2025 | UMB Bank n.a. | 878 | $150K | 0.0% | +23.8% | 0.001% | |
| 7/11/2025 | Wright Investors Service Inc. | 4,184 | $713K | 0.2% | N/A | 0.005% | |
| 7/11/2025 | Assenagon Asset Management S.A. | 281,171 | $47.92M | 0.1% | +14.7% | 0.356% | |
| 7/10/2025 | CWC Advisors LLC. | 4,749 | $809K | 0.4% | +2.6% | 0.006% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 37,905 | $6.46M | 0.1% | +35.2% | 0.048% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 11,089 | $1.91M | 0.1% | -18.3% | 0.014% | |
| 7/10/2025 | Community Trust & Investment Co. | 148,485 | $25.31M | 1.5% | -8.9% | 0.188% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,742 | $2.53M | 0.0% | +23.7% | 0.019% | |
| 7/10/2025 | Swedbank AB | 33,900 | $5.78M | 0.0% | +26.0% | 0.043% | |
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After years working at the biggest accounting firms like Deloitte and KPMG, Joel Litman (who’s also a member of the Global CFA Institute) figured out a unique, less-risky way to grow rich in the stock market. Litman says you don’t need dozens of investments, overpriced advisers, or hedge funds. You just need these 3 stocks, which have helped Litman’s own mom earn 3,400%. Click here to view… |
| 7/9/2025 | Sivia Capital Partners LLC | 1,591 | $271K | 0.1% | N/A | 0.002% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 7,959 | $1.36M | 0.1% | -8.7% | 0.010% | |
| 7/8/2025 | Rise Advisors LLC | 667 | $114K | 0.0% | +24.9% | 0.001% | |
| 7/8/2025 | Parallel Advisors LLC | 303 | $52K | 0.0% | +37.1% | 0.000% | |
| 7/1/2025 | Kera Capital Partners Inc. | 1,498 | $255K | 0.1% | N/A | 0.002% | |
| 6/23/2025 | Swedbank AB | 26,900 | $3.14M | 0.0% | -45.7% | 0.034% | |
| 6/18/2025 | Voya Investment Management LLC | 46,446 | $5.42M | 0.0% | +33.1% | 0.059% | |
| 6/2/2025 | Hodges Capital Management Inc. | 27,753 | $3.24M | 0.3% | +10.3% | 0.035% | |
| 5/28/2025 | Strs Ohio | 9,274 | $1.08M | 0.0% | N/A | 0.012% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 764 | $89K | 0.0% | +15.8% | 0.001% | |
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