| 4/30/2025 | Alpha Cubed Investments LLC | 4,459 | $442K | 0.0% | +7.5% | 0.001% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 4,714 | $468K | 0.1% | -2.9% | 0.001% | |
| 4/30/2025 | Capital Management Associates Inc | 2,220 | $220K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 27,810 | $2.76M | 0.0% | +10.5% | 0.004% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 101,705 | $10.09M | 0.3% | +71.6% | 0.016% | |
| 4/29/2025 | Financial Counselors Inc. | 13,376 | $1.33M | 0.0% | +11.1% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 5,390 | $535K | 0.0% | +310.5% | 0.001% | |
| 4/29/2025 | Capital Advisors Inc. OK | 91,079 | $9.04M | 0.2% | +15.4% | 0.015% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 949,784 | $94.24M | 0.0% | +7.5% | 0.152% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 6,133 | $609K | 0.1% | +3.2% | 0.001% | |
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| 4/29/2025 | Chilton Capital Management LLC | 37,822 | $3.75M | 0.2% | -4.5% | 0.006% | |
| 4/29/2025 | Tradewinds LLC. | 6,895 | $684K | 0.2% | +9.3% | 0.001% | |
| 4/29/2025 | CoreFirst Bank & Trust | 4,364 | $433K | 0.3% | -4.4% | 0.001% | |
| 4/29/2025 | Olistico Wealth LLC | 37,537 | $3.80M | 2.4% | -9.9% | 0.006% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 71,249 | $7.07M | 0.2% | +36.4% | 0.011% | |
| 4/29/2025 | VAUGHAN & Co SECURITIES INC. | 6,177 | $613K | 0.4% | -28.0% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 4,727,250 | $469.04M | 0.1% | +2.6% | 0.757% | |
| 4/29/2025 | SL Advisors LLC | 46,733 | $4.64M | 8.0% | +24.9% | 0.007% | |
| 4/29/2025 | World Investment Advisors | 12,001 | $1.19M | 0.0% | +14.3% | 0.002% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 3,132 | $311K | 0.0% | +4.5% | 0.001% | |
| 4/29/2025 | Investors Asset Management of Georgia Inc. GA ADV | 26,360 | $2.62M | 1.3% | -0.9% | 0.004% | |
| 4/29/2025 | Brookstone Capital Management | 54,160 | $5.37M | 0.1% | +43.4% | 0.009% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 367,433 | $36.46M | 0.7% | +144.3% | 0.059% | |
| 4/29/2025 | SMART Wealth LLC | 2,766 | $274K | 0.1% | N/A | 0.000% | |
| 4/29/2025 | IFM Investors Pty Ltd | 222,728 | $20.30M | 0.2% | +7.5% | 0.036% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 9,835 | $976K | 0.0% | +18.7% | 0.002% | |
| 4/29/2025 | Royal Harbor Partners LLC | 3,345 | $332K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 33,647 | $3.34M | 0.1% | +952.8% | 0.005% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 3,462 | $341K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Calamos Advisors LLC | 102,503 | $10.17M | 0.0% | +1.1% | 0.016% | |
| 4/29/2025 | Conning Inc. | 11,764 | $1.17M | 0.0% | +1.8% | 0.002% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 11,008 | $1.09M | 0.3% | N/A | 0.002% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 9,739 | $966K | 0.1% | +4.0% | 0.002% | |
| 4/28/2025 | North Capital Inc. | 481 | $48K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 158,192 | $15.70M | 0.1% | +1.9% | 0.025% | |
| 4/28/2025 | Principal Financial Group Inc. | 740,553 | $73.48M | 0.0% | +5.7% | 0.119% | |
| 4/28/2025 | MBM Wealth Consultants LLC | 5,883 | $584K | 0.2% | +3.8% | 0.001% | |
| 4/28/2025 | Mutual Advisors LLC | 10,352 | $1.03M | 0.0% | +16.5% | 0.002% | |
| 4/28/2025 | Oregon Public Employees Retirement Fund | 53,771 | $5.34M | 0.1% | +7.5% | 0.009% | |
| 4/28/2025 | Teacher Retirement System of Texas | 119,561 | $11.86M | 0.0% | +2,087.0% | 0.019% | |
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| 4/28/2025 | First Horizon Advisors Inc. | 4,490 | $446K | 0.0% | +41.5% | 0.001% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 11,238 | $1.12M | 0.2% | -9.7% | 0.002% | |
| 4/28/2025 | Hudson Edge Investment Partners Inc. | 52,760 | $5.24M | 1.1% | -1.6% | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 10,505 | $1.04M | 0.1% | +15.9% | 0.002% | |
| 4/28/2025 | Arlington Trust Co LLC | 973 | $97K | 0.0% | +26.9% | 0.000% | |
| 4/28/2025 | Yelin Lapidot Holdings Management Ltd. | 2,977 | $295K | 0.1% | +20.0% | 0.000% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 3,000 | $298K | 0.0% | +27.4% | 0.000% | |
| 4/28/2025 | Miller Howard Investments Inc. NY | 362,675 | $35.99M | 1.1% | +1.1% | 0.058% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 4,705 | $467K | 0.1% | +4.7% | 0.001% | |
| 4/28/2025 | Keybank National Association OH | 114,288 | $11.34M | 0.0% | -1.2% | 0.018% | |
| 4/28/2025 | Rossby Financial LCC | 918 | $91K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Yukon Wealth Management Inc. | 8,519 | $845K | 0.4% | N/A | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 111,719 | $11.08M | 0.1% | +13.2% | 0.018% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 85,014 | $8.44M | 0.1% | +29.5% | 0.014% | |
| 4/28/2025 | RKL Wealth Management LLC | 13,615 | $1.35M | 0.1% | +4.2% | 0.002% | |
| 4/28/2025 | Vontobel Holding Ltd. | 26,681 | $2.65M | 0.0% | -6.2% | 0.004% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 2,715 | $269K | 0.1% | +10.7% | 0.000% | |
| 4/25/2025 | Mather Group LLC. | 5,556 | $551K | 0.0% | +2.9% | 0.001% | |
| 4/25/2025 | Alta Advisers Ltd | 2,814 | $279K | 0.1% | N/A | 0.000% | |
| 4/25/2025 | Sage Advisors LLC | 52,455 | $5.21M | 3.7% | -7.6% | 0.008% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 8,661 | $859K | 0.2% | +1.7% | 0.001% | |
| 4/25/2025 | CHURCHILL MANAGEMENT Corp | 281,979 | $27.98M | 0.4% | +0.1% | 0.045% | |
| 4/25/2025 | Smith Salley Wealth Management | 2,037 | $202K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Saxon Interests Inc. | 5,450 | $541K | 0.3% | +2.8% | 0.001% | |
| 4/25/2025 | WASHINGTON TRUST Co | 596 | $59K | 0.0% | -80.7% | 0.000% | |
| 4/25/2025 | Nicholson Meyer Capital Management Inc. | 5,692 | $565K | 0.5% | N/A | 0.001% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 396 | $39K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 38,040 | $3.82M | 0.2% | -38.8% | 0.006% | |
| 4/25/2025 | New York State Teachers Retirement System | 462,325 | $45.87M | 0.1% | -1.1% | 0.074% | |
| 4/25/2025 | Amalgamated Bank | 121,306 | $12.04M | 0.1% | +8.4% | 0.019% | |
| 4/25/2025 | Shilanski & Associates Inc. | 16,085 | $1.60M | 0.5% | +4.2% | 0.003% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 4,884 | $485K | 0.4% | +2.8% | 0.001% | |
| 4/25/2025 | Essex Financial Services Inc. | 5,630 | $559K | 0.0% | -54.3% | 0.001% | |
| 4/25/2025 | KBC Group NV | 49,716 | $4.93M | 0.0% | +2.4% | 0.008% | |
| 4/25/2025 | Emerald Advisors LLC | 4,455 | $442K | 0.1% | +5.0% | 0.001% | |
| 4/25/2025 | Sovran Advisors LLC | 2,713 | $269K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 9,419 | $935K | 0.3% | -7.9% | 0.002% | |
| 4/25/2025 | Clarus Group Inc. | 2,471 | $245K | 0.1% | +10.6% | 0.000% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,551,655 | $153.96M | 0.1% | +0.5% | 0.248% | |
| 4/24/2025 | Sunbelt Securities Inc. | 8,516 | $845K | 0.1% | -14.3% | 0.001% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 353,504 | $35.17M | 0.1% | +20.8% | 0.057% | |
| 4/24/2025 | Highland Capital Management LLC | 40,637 | $4.03M | 0.2% | N/A | 0.007% | |
| 4/24/2025 | BSW Wealth Partners | 2,893 | $287K | 0.0% | -11.5% | 0.000% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 9,968 | $989K | 0.3% | +3.5% | 0.002% | |
| 4/24/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 1,138,825 | $112.99M | 7.0% | +34.4% | 0.182% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 600,720 | $59.16M | 0.2% | +21.1% | 0.096% | |
| 4/24/2025 | Achmea Investment Management B.V. | 179,905 | $17.85M | 0.3% | +42.5% | 0.029% | |
| 4/24/2025 | Artemis Investment Management LLP | 122,674 | $12.17M | 0.2% | N/A | 0.020% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 2,249 | $223K | 0.0% | -7.4% | 0.000% | |
| 4/24/2025 | Illinois Municipal Retirement Fund | 36,935 | $3.67M | 0.1% | +28.5% | 0.006% | |
DOGE officially begins retirement transformation (Ad) Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process .
This fired the starting gun on the biggest economic transformation in American history. Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet. |
| 4/24/2025 | Transcend Capital Advisors LLC | 2,849 | $283K | 0.0% | +23.7% | 0.000% | |
| 4/24/2025 | Diversified Trust Co | 6,279 | $623K | 0.0% | -3.6% | 0.001% | |
| 4/24/2025 | Board of the Pension Protection Fund | 1,600 | $159K | 0.2% | N/A | 0.000% | |
| 4/24/2025 | Tranquility Partners LLC | 17,583 | $1.75M | 0.7% | +50.7% | 0.003% | |
| 4/24/2025 | PDS Planning Inc | 2,640 | $262K | 0.0% | +13.3% | 0.000% | |
| 4/23/2025 | Chung Wu Investment Group LLC | 18,630 | $1.85M | 2.2% | +11.1% | 0.003% | |
| 4/23/2025 | Penobscot Investment Management Company Inc. | 35,797 | $3.55M | 0.3% | +1.1% | 0.006% | |
| 4/23/2025 | Western Wealth Management LLC | 7,334 | $728K | 0.0% | -3.5% | 0.001% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 4,424 | $439K | 0.0% | +32.9% | 0.001% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 61,335 | $6.09M | 0.0% | -75.7% | 0.010% | |
