| 5/14/2024 | Carlson Capital L P | 39,500 | $3.72M | 0.3% | N/A | 0.002% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 2,691 | $253K | 0.0% | -37.1% | 0.000% | |
| 5/14/2024 | CreativeOne Wealth LLC | 8,810 | $830K | 0.0% | +143.6% | 0.001% | |
| 5/14/2024 | EntryPoint Capital LLC | 1,296 | $122K | 0.1% | N/A | 0.000% | |
| 5/14/2024 | Sculati Wealth Management LLC | 35,013 | $3.30M | 1.4% | -3.9% | 0.002% | |
| 5/14/2024 | Fayez Sarofim & Co | 1,158,776 | $109.11M | 0.3% | -20.6% | 0.071% | |
|
| 5/14/2024 | LGT Group Foundation | 19,191 | $1.81M | 0.0% | +26.3% | 0.001% | |
| 5/14/2024 | Shell Asset Management Co. | 2,391 | $225K | 0.0% | -38.1% | 0.000% | |
| 5/14/2024 | Payden & Rygel Investment Group | 212,600 | $20.02M | 0.9% | N/A | 0.013% | |
| 5/14/2024 | Crewe Advisors LLC | 2,726 | $257K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | MQS Management LLC | 6,087 | $573K | 0.3% | N/A | 0.000% | |
| 5/14/2024 | Ossiam | 229,007 | $21.56M | 0.4% | -37.8% | 0.014% | |
| 5/14/2024 | Natixis | 92,602 | $8.72M | 0.0% | -89.2% | 0.006% | |
| 5/14/2024 | InterOcean Capital Group LLC | 10,289 | $969K | 0.0% | -2.9% | 0.001% | |
| 5/14/2024 | Pitcairn Co. | 33,861 | $3.19M | 0.2% | -10.3% | 0.002% | |
| 5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 125,000 | $11.77M | 0.0% | -49.6% | 0.008% | |
| 5/14/2024 | CANADA LIFE ASSURANCE Co | 1,420,042 | $133.76M | 0.3% | +6.8% | 0.087% | |
| 5/14/2024 | American International Group Inc. | 376,736 | $35.47M | 0.1% | -1.5% | 0.023% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 35,077 | $3.30M | 0.2% | +345.1% | 0.002% | |
| 5/13/2024 | Bessemer Group Inc. | 779,451 | $73.39M | 0.1% | +433.4% | 0.048% | |
| 5/13/2024 | New Age Alpha Advisors LLC | 25,000 | $2.35M | 1.4% | -0.6% | 0.002% | |
| 5/13/2024 | UniSuper Management Pty Ltd | 754,631 | $71.06M | 0.7% | +2.4% | 0.046% | |
| 5/13/2024 | Clearbridge Investments LLC | 649,871 | $61.19M | 0.0% | -3.6% | 0.040% | |
| 5/13/2024 | Cedar Wealth Management LLC | 684 | $64K | 0.0% | +29.8% | 0.000% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 79,013 | $7.44M | 0.8% | +17.2% | 0.005% | |
| 5/13/2024 | Texas Capital Bancshares Inc TX | 9,390 | $884K | 0.4% | +35.3% | 0.001% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 194,537 | $18.32M | 0.2% | +11.4% | 0.012% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 49,616 | $4.67M | 0.2% | +7.5% | 0.003% | |
| 5/13/2024 | Penobscot Investment Management Company Inc. | 13,071 | $1.23M | 0.1% | +5.4% | 0.001% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 7,145 | $673K | 0.4% | -17.5% | 0.000% | |
| 5/11/2024 | Covestor Ltd | 1,409 | $133K | 0.1% | +110.3% | 0.000% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 2,272 | $214K | 0.0% | -10.0% | 0.000% | |
| 5/11/2024 | Orion Capital Management LLC | 8,844 | $833K | 0.4% | +3.5% | 0.001% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 15,974 | $1.50M | 0.3% | +3.1% | 0.001% | |
| 5/11/2024 | Jacobi Capital Management LLC | 3,298 | $311K | 0.0% | +30.7% | 0.000% | |
| 5/11/2024 | Edgestream Partners L.P. | 4,303 | $405K | 0.0% | +58.0% | 0.000% | |
| 5/10/2024 | Allstate Corp | 3,884 | $366K | 0.0% | -6.9% | 0.000% | |
| 5/10/2024 | Ontario Teachers Pension Plan Board | 5,816,843 | $547.71M | 4.7% | +5.8% | 0.358% | |
| 5/10/2024 | Osaic Holdings Inc. | 183,922 | $17.32M | 0.0% | -37.5% | 0.011% | |
| 5/10/2024 | Connors Investor Services Inc. | 235,830 | $22.21M | 2.3% | +0.3% | 0.014% | |
Trump’s “Tax Free” Retirement Strategy (Ad) Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value.
In other words, a dollar back then would buy $17.82 worth of goods in today's money.
If you're planning on retiring any time soon…This poses a real problem. Protect your retirement savings from the inevitable devaluation of the dollar… |
| 5/10/2024 | Acadian Asset Management LLC | 1,248 | $117K | 0.0% | -72.6% | 0.000% | |
| 5/10/2024 | TIAA Trust National Association | 48,206 | $4.54M | 0.0% | -70.1% | 0.003% | |
| 5/10/2024 | Vanguard Group Inc. | 108,436,118 | $10.21B | 0.2% | -0.6% | 6.666% | |
| 5/10/2024 | Cornerstone Advisors LLC | 90,200 | $8.49M | 0.4% | -5.8% | 0.006% | |
| 5/10/2024 | Viawealth LLC | 2,968 | $279K | 0.2% | -11.9% | 0.000% | |
| 5/10/2024 | Intech Investment Management LLC | 74,544 | $7.02M | 0.1% | -73.2% | 0.005% | |
| 5/10/2024 | Hoey Investments Inc. | 20,335 | $1.92M | 0.4% | -2.0% | 0.001% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 6,877 | $647K | 0.1% | -16.8% | 0.000% | |
| 5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 610,501 | $57.48M | 0.1% | -7.2% | 0.038% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 3,829 | $361K | 0.1% | -57.2% | 0.000% | |
| 5/10/2024 | First Foundation Advisors | 6,521 | $614K | 0.0% | -2.7% | 0.000% | |
| 5/10/2024 | Banco Santander S.A. | 92,122 | $8.67M | 0.1% | -1.5% | 0.006% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 14,839 | $1.40M | 0.0% | +12.6% | 0.001% | |
| 5/10/2024 | TCTC Holdings LLC | 23,372 | $2.20M | 0.1% | -0.7% | 0.001% | |
| 5/10/2024 | 1ST Source Bank | 15,835 | $1.49M | 0.1% | -0.8% | 0.001% | |
| 5/10/2024 | Wintrust Investments LLC | 15,633 | $1.47M | 0.1% | -2.6% | 0.001% | |
| 5/10/2024 | GM Advisory Group LLC | 4,583 | $432K | 0.0% | -17.5% | 0.000% | |
| 5/10/2024 | Glaxis Capital Management LLC | 5,000 | $471K | 0.9% | N/A | 0.000% | |
| 5/10/2024 | Trust Investment Advisors | 16,559 | $1.56M | 1.1% | -3.2% | 0.001% | |
| 5/10/2024 | Banco BTG Pactual S.A. | 10,000 | $933K | 0.2% | -50.6% | 0.001% | |
| 5/9/2024 | Forum Financial Management LP | 18,896 | $1.78M | 0.0% | -0.8% | 0.001% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 13,048 | $1.23M | 0.1% | +2.7% | 0.001% | |
| 5/9/2024 | Blair William & Co. IL | 164,752 | $15.51M | 0.0% | +1.7% | 0.010% | |
| 5/9/2024 | Wilkins Investment Counsel Inc. | 15,570 | $1.47M | 0.2% | N/A | 0.001% | |
| 5/9/2024 | Lord Abbett & CO. LLC | 1,949,578 | $183.57M | 0.6% | -30.4% | 0.120% | |
| 5/9/2024 | Maple Capital Management Inc. | 257,220 | $24.22M | 2.2% | +2.7% | 0.016% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 5,574 | $525K | 0.0% | -11.0% | 0.000% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 229,645 | $21.62M | 0.9% | +1.7% | 0.014% | |
| 5/9/2024 | Ledyard National Bank | 4,491 | $423K | 0.0% | -5.3% | 0.000% | |
| 5/9/2024 | SageView Advisory Group LLC | 590 | $56K | 0.0% | -94.6% | 0.000% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 1,469,432 | $138.36M | 0.2% | +21.3% | 0.090% | |
| 5/9/2024 | Angeles Wealth Management LLC | 3,979 | $375K | 0.0% | +42.7% | 0.000% | |
| 5/9/2024 | Interchange Capital Partners LLC | 2,410 | $227K | 0.2% | -4.4% | 0.000% | |
| 5/9/2024 | State Board of Administration of Florida Retirement System | 1,421,155 | $124.78M | 0.2% | +11.3% | 0.087% | |
| 5/9/2024 | Rogco LP | 4,834 | $455K | 0.2% | +13.4% | 0.000% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 13,639 | $1.28M | 0.1% | -32.7% | 0.001% | |
| 5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 155,447 | $14.64M | 0.0% | -4.5% | 0.010% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 15,898 | $1.50M | 0.0% | -86.0% | 0.001% | |
| 5/8/2024 | J.P. Marvel Investment Advisors LLC | 200,512 | $18.88M | 3.3% | -0.1% | 0.012% | |
| 5/8/2024 | MAI Capital Management | 186,663 | $17.58M | 0.2% | +5.2% | 0.011% | |
| 5/8/2024 | Bleakley Financial Group LLC | 23,575 | $2.22M | 0.1% | +2.0% | 0.001% | |
| 5/8/2024 | Great Diamond Partners LLC | 17,548 | $1.65M | 0.4% | +1.1% | 0.001% | |
| 5/8/2024 | ProShare Advisors LLC | 242,711 | $22.85M | 0.1% | -7.0% | 0.015% | |
| 5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 275,024 | $25.90M | 0.2% | -0.6% | 0.017% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 74,827 | $7.05M | 0.1% | +2.6% | 0.005% | |
| 5/8/2024 | US Bancorp DE | 783,886 | $73.81M | 0.1% | +2.3% | 0.048% | |
| 5/8/2024 | Russell Investments Group Ltd. | 886,705 | $83.41M | 0.1% | -4.4% | 0.055% | |
| 5/8/2024 | QRG Capital Management Inc. | 224,109 | $21.10M | 0.3% | -8.9% | 0.014% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 5,689 | $536K | 0.2% | -3.7% | 0.000% | |
| 5/8/2024 | New Republic Capital LLC | 102,103 | $9.61M | 6.1% | +0.2% | 0.006% | |
Trump’s “Tax Free” Retirement Strategy (Ad) Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value.
In other words, a dollar back then would buy $17.82 worth of goods in today's money.
If you're planning on retiring any time soon…This poses a real problem. Protect your retirement savings from the inevitable devaluation of the dollar… |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 17,084 | $1.61M | 0.0% | -6.5% | 0.001% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 18,386 | $1.73M | 0.2% | +2.2% | 0.001% | |
| 5/7/2024 | Meeder Asset Management Inc. | 4,470 | $421K | 0.0% | +9.7% | 0.000% | |
| 5/7/2024 | NorthRock Partners LLC | 11,489 | $1.08M | 0.1% | +60.7% | 0.001% | |
| 5/7/2024 | Fiduciary Family Office LLC | 3,341 | $315K | 0.1% | +41.0% | 0.000% | |
| 5/7/2024 | Sei Investments Co. | 517,891 | $48.76M | 0.1% | +1.9% | 0.032% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 3,053 | $287K | 0.0% | -9.5% | 0.000% | |
| 5/7/2024 | Chilton Capital Management LLC | 331,500 | $31.21M | 1.5% | +7.7% | 0.020% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 10,644 | $1.00M | 0.0% | +9.6% | 0.001% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 115,965 | $10.92M | 1.0% | +5.6% | 0.007% | |
