8/1/2025 | Bank of Jackson Hole Trust | 2,910 | $220K | 0.1% | +26.7% | 0.001% | |
8/1/2025 | Markel Group Inc. | 24,000 | $1.82M | 0.0% | +166.7% | 0.005% | |
8/1/2025 | Auto Owners Insurance Co | 11,100 | $841K | 0.0% | -78.2% | 0.002% | |
8/1/2025 | Redmond Asset Management LLC | 17,394 | $1.32M | 0.3% | -2.8% | 0.004% | |
8/1/2025 | Mizuho Markets Americas LLC | 3,425 | $259K | 0.0% | -79.6% | 0.001% | |
8/1/2025 | New York Life Investment Management LLC | 72,975 | $5.53M | 0.1% | +0.7% | 0.015% | |
8/1/2025 | First National Trust Co | 30,449 | $2.31M | 0.1% | -4.0% | 0.006% | |
8/1/2025 | Tevis Investment Management | 12,590 | $954K | 0.6% | N/A | 0.003% | |
8/1/2025 | GWN Securities Inc. | 79,238 | $6.03M | 1.1% | +34.8% | 0.016% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 56,735 | $4.30M | 0.0% | +12.5% | 0.012% | |
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8/1/2025 | Advisory Alpha LLC | 4,674 | $354K | 0.0% | +13.9% | 0.001% | |
8/1/2025 | Rossby Financial LCC | 676 | $51K | 0.0% | +255.8% | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 10,671 | $849K | 0.0% | +1.2% | 0.002% | |
8/1/2025 | Teacher Retirement System of Texas | 300,327 | $22.75M | 0.1% | +6.3% | 0.062% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 18,104 | $1.37M | 0.0% | N/A | 0.004% | |
8/1/2025 | Transcend Capital Advisors LLC | 6,419 | $486K | 0.0% | +2.4% | 0.001% | |
8/1/2025 | Bessemer Group Inc. | 5,686 | $431K | 0.0% | -38.2% | 0.001% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 10,300 | $780K | 0.1% | -16.3% | 0.002% | |
8/1/2025 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,346 | $859K | 0.5% | -23.0% | 0.002% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 15,417 | $1.17M | 0.0% | -4.9% | 0.003% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,517,244 | $114.92M | 0.0% | +8.5% | 0.313% | |
8/1/2025 | Chilton Capital Management LLC | 34,882 | $2.64M | 0.1% | -5.9% | 0.007% | |
7/31/2025 | Nisa Investment Advisors LLC | 180,847 | $13.70M | 0.1% | -1.8% | 0.037% | |
7/31/2025 | Wealthfront Advisers LLC | 81,747 | $6.19M | 0.0% | +22.2% | 0.017% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 100,620 | $7.62M | 0.1% | +4.5% | 0.021% | |
7/31/2025 | Prudent Man Advisors LLC | 8,485 | $643K | 0.2% | +30.3% | 0.002% | |
7/31/2025 | Whipplewood Advisors LLC | 2,564 | $194K | 0.1% | -30.3% | 0.001% | |
7/31/2025 | Cabot Wealth Management Inc. | 153,870 | $11.65M | 1.4% | +3.0% | 0.032% | |
7/31/2025 | Brighton Jones LLC | 90,338 | $6.84M | 0.2% | +4.3% | 0.019% | |
7/31/2025 | Kornitzer Capital Management Inc. KS | 174,435 | $13.21M | 0.3% | -1.0% | 0.036% | |
7/31/2025 | Leavell Investment Management Inc. | 5,634 | $427K | 0.0% | -4.9% | 0.001% | |
7/31/2025 | Brian Low Financial Group LLC | 3,517 | $266K | 0.2% | N/A | 0.001% | |
7/31/2025 | Hartford Financial Management Inc. | 353 | $27K | 0.0% | -98.1% | 0.000% | |
7/31/2025 | AG2R LA Mondiale Gestion D Actifs | 19,701 | $1.49M | 0.1% | +5.3% | 0.004% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 6,982 | $528K | 0.0% | -6.5% | 0.001% | |
7/31/2025 | Leelyn Smith LLC | 33,658 | $2.55M | 0.4% | +2.9% | 0.007% | |
7/31/2025 | Allied Investment Advisors LLC | 142,544 | $10.80M | 1.9% | +3.4% | 0.029% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 8,486 | $643K | 0.3% | -5.6% | 0.002% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 364 | $28K | 0.0% | -80.3% | 0.000% | |
7/31/2025 | Sage Mountain Advisors LLC | 3,502 | $265K | 0.0% | +24.7% | 0.001% | |
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7/31/2025 | Lee Danner & Bass Inc. | 185,927 | $14.08M | 1.1% | +0.9% | 0.038% | |
7/31/2025 | AlphaQuest LLC | 5,984 | $453K | 0.0% | -82.1% | 0.001% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 1,318,120 | $99.83M | 0.1% | +10.1% | 0.272% | |
7/31/2025 | Catalyst Capital Advisors LLC | 1,813 | $137K | 0.0% | +244.0% | 0.000% | |
7/31/2025 | Asset Management One Co. Ltd. | 202,911 | $15.37M | 0.0% | +2.3% | 0.042% | |
7/31/2025 | Avion Wealth | 4,387 | $332K | 0.1% | -8.4% | 0.001% | |
7/30/2025 | First Citizens Bank & Trust Co. | 11,029 | $835K | 0.0% | -2.9% | 0.002% | |
7/30/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 21,556 | $1.63M | 0.0% | -3.6% | 0.004% | |
7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 261,187 | $19.78M | 1.5% | -0.9% | 0.054% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 267,822 | $20.29M | 0.7% | +6.9% | 0.055% | |
7/30/2025 | OLD Point Trust & Financial Services N A | 35,128 | $2.66M | 0.9% | -2.7% | 0.007% | |
7/30/2025 | Forum Financial Management LP | 49,030 | $3.71M | 0.1% | +0.7% | 0.010% | |
7/30/2025 | Ethic Inc. | 114,335 | $8.58M | 0.2% | -4.7% | 0.024% | |
7/30/2025 | Rehmann Capital Advisory Group | 23,066 | $1.75M | 0.1% | +17.6% | 0.005% | |
7/30/2025 | Family Capital Management Inc. | 3,824 | $290K | 0.2% | N/A | 0.001% | |
7/30/2025 | Benin Management CORP | 24,463 | $1.85M | 0.5% | -3.9% | 0.005% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 14,235 | $1.08M | 0.0% | +51.2% | 0.003% | |
7/30/2025 | Brookstone Capital Management | 18,378 | $1.39M | 0.0% | +10.0% | 0.004% | |
7/30/2025 | Studio Investment Management LLC | 7,386 | $559K | 0.1% | +146.4% | 0.002% | |
7/30/2025 | Terra Alpha Investments LLC | 19,625 | $1.49M | 1.5% | -1.5% | 0.004% | |
7/30/2025 | Schulhoff & Co. Inc. | 12,440 | $942K | 0.4% | +3.0% | 0.003% | |
7/30/2025 | St. James Investment Company LLC | 174,160 | $13.19M | 2.1% | N/A | 0.036% | |
7/30/2025 | D.A. Davidson & CO. | 203,829 | $15.44M | 0.1% | +3.4% | 0.042% | |
7/30/2025 | Cullen Frost Bankers Inc. | 10,091 | $764K | 0.0% | +14.3% | 0.002% | |
7/30/2025 | Fiduciary Family Office LLC | 7,777 | $589K | 0.2% | -14.7% | 0.002% | |
7/30/2025 | Liberty One Investment Management LLC | 345,897 | $26.20M | 2.7% | +2.5% | 0.071% | |
7/30/2025 | Triton Financial Group Inc | 15,563 | $1.18M | 0.9% | N/A | 0.003% | |
7/30/2025 | Securian Asset Management Inc. | 25,331 | $1.92M | 0.1% | -2.1% | 0.005% | |
7/30/2025 | Berkeley Capital Partners LLC | 19,107 | $1.45M | 0.4% | +2.7% | 0.004% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 853,417 | $64.21M | 0.1% | -29.4% | 0.176% | |
7/30/2025 | Drive Wealth Management LLC | 15,560 | $1.18M | 0.3% | -2.5% | 0.003% | |
7/30/2025 | Schnieders Capital Management LLC | 10,310 | $781K | 0.1% | +24.1% | 0.002% | |
7/29/2025 | FLC Capital Advisors | 3,751 | $284K | 0.1% | N/A | 0.001% | |
7/29/2025 | Accretive Wealth Partners LLC | 24,797 | $1.88M | 0.6% | +1.2% | 0.005% | |
7/29/2025 | Stephens Inc. AR | 25,040 | $1.90M | 0.0% | +0.6% | 0.005% | |
7/29/2025 | LMG Wealth Partners LLC | 58,918 | $4.46M | 0.9% | +0.5% | 0.012% | |
7/29/2025 | West Tower Group LLC | 6,000 | $454K | 1.0% | +9.1% | 0.001% | |
7/29/2025 | Northeast Investment Management | 9,157 | $694K | 0.0% | -2.2% | 0.002% | |
7/29/2025 | Flavin Financial Services Inc. | 6,168 | $467K | 0.5% | -13.2% | 0.001% | |
7/29/2025 | Wendell David Associates Inc. | 60,700 | $4.60M | 0.5% | -0.4% | 0.013% | |
7/29/2025 | John G Ullman & Associates Inc. | 72,276 | $5.47M | 0.8% | -4.2% | 0.015% | |
7/29/2025 | International Assets Investment Management LLC | 124,280 | $9.41M | 0.5% | N/A | 0.026% | |
7/29/2025 | TrueMark Investments LLC | 37,106 | $2.81M | 0.6% | N/A | 0.008% | |
7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 270,200 | $20.47M | 0.1% | N/A | 0.056% | |
7/29/2025 | Mutual of America Capital Management LLC | 55,612 | $4.21M | 0.0% | -2.3% | 0.011% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 81,208 | $6.15M | 0.1% | +0.6% | 0.017% | |
7/29/2025 | Hoese & Co LLP | 2,549 | $193K | 0.2% | +8.5% | 0.001% | |
7/29/2025 | Stanley Laman Group Ltd. | 45,852 | $3.47M | 0.5% | -1.3% | 0.009% | |
7/29/2025 | Curbstone Financial Management Corp | 29,044 | $2.20M | 0.5% | -3.8% | 0.006% | |
7/29/2025 | Foster & Motley Inc. | 8,651 | $655K | 0.0% | N/A | 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). |
7/29/2025 | VELA Investment Management LLC | 87,238 | $6.61M | 1.8% | +3.1% | 0.018% | |
7/29/2025 | Chevy Chase Trust Holdings LLC | 257,557 | $19.51M | 0.1% | -0.4% | 0.053% | |
7/29/2025 | Stratos Wealth Partners LTD. | 18,578 | $1.41M | 0.0% | +95.9% | 0.004% | |
7/29/2025 | Private Trust Co. NA | 6,316 | $478K | 0.0% | +3.4% | 0.001% | |
7/29/2025 | Coho Partners Ltd. | 763,876 | $57.86M | 4.3% | -15.4% | 0.158% | |
7/29/2025 | Mattson Financial Services LLC | 15,747 | $1.19M | 0.3% | +21.0% | 0.003% | |
7/29/2025 | First National Bank of Mount Dora Trust Investment Services | 5,077 | $385K | 0.1% | +3.0% | 0.001% | |
7/29/2025 | Nordea Investment Management AB | 3,093,485 | $233.31M | 0.2% | -0.4% | 0.638% | |
7/29/2025 | Praxis Investment Management Inc. | 7,490 | $567K | 0.0% | -16.7% | 0.002% | |
7/29/2025 | Hourglass Capital LLC | 22,120 | $1.68M | 0.4% | -69.4% | 0.005% | |