| 8/5/2025 | Bank of New York Mellon Corp | 634,879 | $25.64M | 0.0% | -6.0% | 6.901% | |
| 7/29/2025 | Foster & Motley Inc. | 134,376 | $5.43M | 0.3% | +111.1% | 1.461% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 6,418 | $259K | 0.1% | -29.6% | 0.070% | |
| 7/18/2025 | Vicus Capital | 14,426 | $583K | 0.0% | N/A | 0.157% | |
| 7/3/2025 | Lam Group Inc. | 84,995 | $3.43M | 2.3% | +55.6% | 0.988% | |
| 5/13/2025 | Blue Edge Capital LLC | 72,199 | $2.71M | 0.4% | -7.8% | 0.926% | |
| 5/8/2025 | Foster & Motley Inc. | 63,647 | $2.38M | 0.2% | +27.4% | 0.816% | |
| 4/29/2025 | Bank of New York Mellon Corp | 675,127 | $25.29M | 0.0% | -4.7% | 8.439% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 9,114 | $341K | 0.1% | -13.8% | 0.114% | |
| 4/16/2025 | Lam Group Inc. | 54,625 | $2.05M | 1.5% | +27.4% | 0.683% | |
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| 2/18/2025 | City National Bank of Florida MSD | 5,550 | $200K | 0.2% | N/A | 0.046% | |
| 2/17/2025 | Ameriprise Financial Inc. | 25,778 | $930K | 0.0% | -50.4% | 0.215% | |
| 2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 57,781 | $2.11M | 0.0% | -73.4% | 0.482% | |
| 2/13/2025 | Blue Edge Capital LLC | 78,300 | $2.83M | 0.4% | -4.8% | 0.653% | |
| 2/4/2025 | Bank of New York Mellon Corp | 708,318 | $25.56M | 0.0% | -5.4% | 5.903% | |
| 1/30/2025 | Vicus Capital | 37,337 | $1.35M | 0.1% | N/A | 0.311% | |
| 1/23/2025 | Foster & Motley Inc. | 49,952 | $1.80M | 0.1% | +620.0% | 0.416% | |
| 1/16/2025 | Lam Group Inc. | 42,890 | $1.55M | 1.1% | -28.0% | 0.357% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 10,579 | $382K | 0.1% | -6.1% | 0.088% | |
| 10/30/2024 | Foster & Motley Inc. | 6,938 | $267K | 0.0% | -28.8% | 0.058% | |
| 10/29/2024 | Harbor Capital Advisors Inc. | 2,548 | $98K | 0.0% | N/A | 0.021% | |
| 10/18/2024 | Lam Group Inc. | 59,585 | $2.29M | 1.6% | +111.3% | 0.497% | |
| 8/7/2024 | Blue Edge Capital LLC | 83,796 | $2.99M | 0.5% | -0.5% | 0.698% | |
| 7/27/2024 | Rosenberg Matthew Hamilton | 11,439 | $407K | 0.1% | -36.6% | 0.095% | |
| 7/26/2024 | Bank of New York Mellon Corp | 858,666 | $30.60M | 0.0% | -22.6% | 7.156% | |
| 5/15/2024 | Blue Edge Capital LLC | 84,221 | $3.04M | 0.5% | -0.6% | 0.702% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 5,621 | $203K | 0.0% | -28.3% | 0.045% | |
| 3/5/2024 | Fisher Asset Management LLC | 9,872 | $362K | 0.0% | N/A | 0.059% | |
| 2/6/2024 | Fisher Asset Management LLC | 9,872 | $362K | 0.0% | N/A | 0.059% | |
| 2/5/2024 | Hexagon Capital Partners LLC | 7,845 | $288K | 0.1% | -42.2% | 0.047% | |
| 2/1/2024 | Vicus Capital | 25,108 | $922K | 0.1% | +17.5% | 0.151% | |
| 1/23/2024 | Leavell Investment Management Inc. | 6,860 | $252K | 0.0% | +4.7% | 0.041% | |
| 1/19/2024 | Life Planning Partners Inc | 12,571 | $462K | 0.5% | N/A | 0.076% | |
| 10/24/2023 | Bank of New York Mellon Corp | 1,854,347 | $64.59M | 0.0% | +7.2% | 11.171% | |
| 10/24/2023 | Foster & Motley Inc. | 63,700 | $2.22M | 0.2% | -19.2% | 0.384% | |
| 10/23/2023 | Hexagon Capital Partners LLC | 13,562 | $472K | 0.1% | -15.1% | 0.082% | |
| 10/23/2023 | Vicus Capital | 21,373 | $744K | 0.1% | +19.8% | 0.129% | |
| 10/11/2023 | Rosenberg Matthew Hamilton | 18,732 | $652K | 0.2% | -10.8% | 0.113% | |
| 8/17/2023 | Vicus Capital | 17,842 | $661K | 0.1% | +100.5% | 0.107% | |
| 8/9/2023 | Flow Traders U.S. LLC | 12,331 | $456K | 0.0% | -93.5% | 0.074% | |
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| 8/8/2023 | Foster & Motley Inc. | 78,852 | $2.92M | 0.2% | +4.5% | 0.475% | |
| 8/4/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 464,083 | $17.18M | 0.2% | -20.0% | 2.796% | |
| 8/3/2023 | Bank of New York Mellon Corp | 1,729,112 | $64.01M | 0.0% | +13.9% | 10.416% | |
| 7/11/2023 | Worth Asset Management LLC | 2,641 | $98K | 0.1% | N/A | 0.019% | |
| 5/15/2023 | Flow Traders U.S. LLC | 190,178 | $6.86M | 0.3% | N/A | 1.358% | |
| 5/9/2023 | Foster & Motley Inc. | 75,469 | $2.72M | 0.2% | +0.6% | 0.539% | |
| 5/9/2023 | Bank of New York Mellon Corp | 1,517,892 | $54.72M | 0.0% | +10.5% | 10.842% | |
| 5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 579,903 | $20.91M | 0.3% | +53.9% | 4.142% | |
| 5/2/2023 | Vicus Capital | 8,898 | $321K | 0.0% | N/A | 0.064% | |
| 4/24/2023 | Hexagon Capital Partners LLC | 16,163 | $583K | 0.2% | -1.9% | 0.115% | |
| 4/17/2023 | Rosenberg Matthew Hamilton | 24,901 | $898K | 0.3% | -14.0% | 0.178% | |
| 4/13/2023 | Leavell Investment Management Inc. | 6,551 | $236K | 0.0% | N/A | 0.047% | |
| 2/13/2023 | Blue Edge Capital LLC | 39,468 | $1.37M | 0.3% | -3.4% | 0.295% | |
| 2/13/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 376,689 | $13.15M | 0.2% | -19.3% | 2.811% | |
| 2/10/2023 | CoreCap Advisors LLC | 18,093 | $628K | 0.0% | +29.2% | 0.135% | |
| 2/9/2023 | Foster & Motley Inc. | 74,985 | $2.60M | 0.2% | +23.7% | 0.560% | |
| 1/20/2023 | LeJeune Puetz Investment Counsel LLC | 25,900 | $899K | 0.3% | N/A | 0.202% | |
| 1/19/2023 | Rosenberg Matthew Hamilton | 28,945 | $1.01M | 0.3% | +3.9% | 0.226% | |
| 1/13/2023 | Hexagon Capital Partners LLC | 16,473 | $572K | 0.2% | -16.6% | 0.129% | |
| 1/13/2023 | Lam Group Inc. | 3,875 | $135K | 0.1% | N/A | 0.030% | |
| 12/8/2022 | Bank of New York Mellon Corp | 909,775 | $29.39M | 0.0% | +16.6% | 8.424% | |
| 11/15/2022 | Blue Edge Capital LLC | 40,861 | $1.32M | 0.3% | N/A | 0.371% | |
| 11/4/2022 | Foster & Motley Inc. | 60,614 | $1.96M | 0.2% | +34.3% | 0.561% | |
| 10/31/2022 | Harbor Advisory Corp MA | 20,625 | $666K | 0.3% | +59.9% | 0.191% | |
| 10/21/2022 | Rosenberg Matthew Hamilton | 27,847 | $900K | 0.3% | +10.8% | 0.258% | |
| 9/2/2022 | Amundi | 4,300 | $141K | 0.0% | -92.7% | 0.040% | |
| 8/13/2022 | Flow Traders U.S. LLC | 11,900 | $407K | 0.0% | -91.2% | 0.110% | |
| 8/10/2022 | Vicus Capital | 111,092 | $3.79M | 0.4% | +4.5% | 1.029% | |
| 8/9/2022 | Foster & Motley Inc. | 45,131 | $1.54M | 0.1% | N/A | 0.418% | |
| 8/8/2022 | Banco Bilbao Vizcaya Argentaria S.A. | 558,415 | $19.07M | 0.3% | -19.0% | 5.171% | |
| 8/5/2022 | Fieldpoint Private Securities LLC | 12,401 | $424K | 0.1% | -63.3% | 0.115% | |
| 8/1/2022 | Harbor Advisory Corp MA | 12,895 | $441K | 0.2% | N/A | 0.119% | |
| 7/28/2022 | Leavell Investment Management Inc. | 8,196 | $280K | 0.0% | N/A | 0.076% | |
| 7/28/2022 | Whittier Trust Co. | 733 | $25K | 0.0% | N/A | 0.007% | |
| 7/15/2022 | Rosenberg Matthew Hamilton | 25,135 | $857K | 0.3% | -2.3% | 0.233% | |
| 5/12/2022 | Banco Bilbao Vizcaya Argentaria S.A. | 689,811 | $25.52M | 0.3% | +13.7% | 5.072% | |
| 5/11/2022 | Vicus Capital | 106,358 | $3.92M | 0.4% | -14.5% | 0.782% | |
| 4/21/2022 | New Century Advisors LLC | 7,200 | $266K | 0.2% | -24.2% | 0.050% | |
| 4/14/2022 | Rosenberg Matthew Hamilton | 25,727 | $950K | 0.3% | -19.2% | 0.179% | |
| 4/13/2022 | Hexagon Capital Partners LLC | 19,902 | $735K | 0.2% | -2.4% | 0.138% | |
| 4/7/2022 | Fieldpoint Private Securities LLC | 33,822 | $1.25M | 0.3% | -2.0% | 0.235% | |
| 2/16/2022 | Municipal Employees Retirement System of Michigan | 1,232,189 | $48.33M | 0.8% | +3.9% | 8.326% | |
| 2/10/2022 | Vicus Capital | 124,457 | $4.95M | 0.5% | +13.1% | 0.902% | |
| 2/4/2022 | New Century Advisors LLC | 9,500 | $372K | 0.4% | N/A | 0.070% | |
| 1/27/2022 | Hexagon Capital Partners LLC | 20,384 | $799K | 0.2% | +4.9% | 0.150% | |
| 1/24/2022 | Fieldpoint Private Securities LLC | 34,502 | $1.35M | 0.3% | -2.6% | 0.254% | |
| 1/13/2022 | Calton & Associates Inc. | 7,246 | $284K | 0.1% | -88.9% | 0.055% | |
| 11/12/2021 | Fieldpoint Private Securities LLC | 35,415 | $1.50M | 0.3% | +2.9% | 0.286% | |
| 11/12/2021 | Schroder Investment Management Group | 97,964 | $4.15M | 0.0% | -74.9% | 0.790% | |
| 11/12/2021 | Banco Bilbao Vizcaya Argentaria S.A. | 451,305 | $19.18M | 0.3% | +26.8% | 3.640% | |
Why AMZN, GOOG, MSFT might destroy NVDA (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 11/5/2021 | Calton & Associates Inc. | 65,312 | $2.77M | 0.6% | N/A | 0.527% | |
| 10/21/2021 | Ellis Investment Partners LLC | 1,889 | $80K | 0.0% | -57.1% | 0.015% | |
| 10/14/2021 | Vicus Capital | 110,068 | $4.66M | 0.8% | +3.7% | 0.888% | |
| 10/12/2021 | Rosenberg Matthew Hamilton | 35,202 | $1.49M | 0.6% | +11.6% | 0.284% | |
| 8/17/2021 | Laffer Tengler Investments | 27,408 | $1.20M | 0.4% | N/A | 0.228% | |
| 8/12/2021 | Fieldpoint Private Securities LLC | 34,423 | $1.48M | 0.3% | +65.5% | 0.287% | |
| 8/11/2021 | Bank of New York Mellon Corp | 392,819 | $17.15M | 0.0% | +11.1% | 3.273% | |
| 8/11/2021 | Edmond DE Rothschild Holding S.A. | 7,650 | $334K | 0.0% | -57.1% | 0.064% | |
| 8/11/2021 | Hexagon Capital Partners LLC | 18,843 | $822K | 0.2% | +13.4% | 0.157% | |
| 8/10/2021 | Rock Creek Group LP | 10,950 | $1.23M | 0.2% | -94.1% | 0.091% | |
