4/27/2024 | Phoenix Wealth Advisors | 12,167 | $3.15M | 1.9% | -2.2% | 0.003% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 3,690 | $956K | 0.2% | +3.9% | 0.001% | |
4/27/2024 | Conning Inc. | 2,979 | $772K | 0.0% | -2.6% | 0.001% | |
4/27/2024 | Salzhauer Michael | 824 | $214K | 0.2% | N/A | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 16,927 | $4.39M | 0.1% | +2.8% | 0.004% | |
4/26/2024 | Trueblood Wealth Management LLC | 3,875 | $1.00M | 0.6% | +9.1% | 0.001% | |
|
4/26/2024 | Securian Asset Management Inc. | 23,869 | $6.19M | 0.2% | -7.6% | 0.006% | |
4/26/2024 | BLB&B Advisors LLC | 1,267 | $328K | 0.0% | -7.1% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 49,245 | $12.76M | 0.2% | +210.6% | 0.012% | |
4/26/2024 | Prestige Wealth Management Group LLC | 1,701 | $442K | 0.1% | -43.7% | 0.000% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,630 | $3.01M | 2.3% | -92.1% | 0.003% | |
4/26/2024 | Northwest Bancshares Inc. | 25,190 | $6.53M | 1.0% | +2.5% | 0.006% | |
4/26/2024 | Yousif Capital Management LLC | 95,765 | $24.82M | 0.3% | -3.0% | 0.024% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 100 | $26K | 0.0% | -90.9% | 0.000% | |
4/26/2024 | SlateStone Wealth LLC | 39,587 | $10.26M | 1.0% | +76.3% | 0.010% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 172,558 | $44.72M | 2.0% | -0.8% | 0.043% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 123,105 | $31.90M | 1.9% | -2.2% | 0.030% | |
4/26/2024 | First National Trust Co | 12,111 | $3.14M | 0.1% | -4.9% | 0.003% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 6,847 | $1.77M | 0.9% | +1.7% | 0.002% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 15,462 | $4.02M | 0.5% | -20.7% | 0.004% | |
4/26/2024 | Sumitomo Life Insurance Co. | 6,790 | $1.76M | 0.0% | -3.8% | 0.002% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 2,800 | $725K | 0.0% | N/A | 0.001% | |
4/26/2024 | Virginia Wealth Management Group Inc. | 16,141 | $4.18M | 3.4% | -3.4% | 0.004% | |
4/26/2024 | MONECO Advisors LLC | 1,473 | $382K | 0.1% | +10.7% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 32,011 | $8.30M | 0.8% | -15.4% | 0.008% | |
4/26/2024 | Financial Insights Inc. | 3,702 | $959K | 0.3% | -18.6% | 0.001% | |
4/26/2024 | Tritonpoint Wealth LLC | 34,335 | $8.90M | 0.9% | -3.7% | 0.008% | |
4/25/2024 | Lindbrook Capital LLC | 2,574 | $667K | 0.1% | +3.5% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 390,717 | $101.25M | 0.2% | -2.9% | 0.096% | |
4/25/2024 | WCM Investment Management LLC | 4,161 | $1.08M | 0.0% | -4.2% | 0.001% | |
4/25/2024 | Center for Financial Planning Inc. | 2,648 | $686K | 0.1% | +5.2% | 0.001% | |
4/25/2024 | Bank of New York Mellon Corp | 2,537,019 | $657.42M | 0.1% | -4.5% | 0.625% | |
4/25/2024 | Strategy Asset Managers LLC | 1,360 | $353K | 0.1% | +5.3% | 0.000% | |
4/25/2024 | Kinneret Advisory LLC | 20,484 | $5.33M | 0.5% | -0.3% | 0.005% | |
4/25/2024 | Equitable Trust Co. | 2,986 | $774K | 0.1% | +1.4% | 0.001% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 155,533 | $40.30M | 2.4% | +5.9% | 0.038% | |
4/25/2024 | Advocate Group LLC | 22,426 | $5.81M | 1.2% | +17.9% | 0.006% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 162,561 | $42.12M | 0.1% | +4.5% | 0.040% | |
4/25/2024 | Benedict Financial Advisors Inc. | 23,135 | $6.00M | 1.5% | -0.2% | 0.006% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 100,564 | $26.06M | 0.3% | +2.7% | 0.025% | |
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4/25/2024 | Aaron Wealth Advisors LLC | 1,087 | $282K | 0.0% | +22.0% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 4,949 | $1.20M | 0.0% | +5.5% | 0.001% | |
4/25/2024 | Eudaimonia Advisors LLC | 2,254 | $584K | 0.3% | -2.3% | 0.001% | |
4/25/2024 | Summit Financial LLC | 8,865 | $2.31M | 0.1% | -3.2% | 0.002% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 50,477 | $13.08M | 0.1% | +3.6% | 0.012% | |
4/24/2024 | Private Trust Co. NA | 10,271 | $2.66M | 0.3% | +4.9% | 0.003% | |
4/24/2024 | Polaris Capital Management LLC | 134,669 | $34.90M | 1.7% | -28.7% | 0.033% | |
4/24/2024 | Family Legacy Inc. | 6,961 | $1.80M | 0.6% | -3.3% | 0.002% | |
4/24/2024 | CENTRAL TRUST Co | 5,287 | $1.37M | 0.0% | +1.8% | 0.001% | |
4/24/2024 | V Square Quantitative Management LLC | 2,690 | $697K | 0.1% | +162.7% | 0.001% | |
4/24/2024 | Berkshire Bank | 16,771 | $4.35M | 1.1% | -4.8% | 0.004% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 422 | $109K | 0.0% | +11.1% | 0.000% | |
4/24/2024 | Premier Path Wealth Partners LLC | 2,695 | $698K | 0.1% | -3.2% | 0.001% | |
4/24/2024 | Demars Financial Group LLC | 19,047 | $4.94M | 2.4% | -0.5% | 0.005% | |
4/24/2024 | Zullo Investment Group Inc. | 843 | $218K | 0.1% | N/A | 0.000% | |
4/24/2024 | HMS Capital Management LLC | 9,719 | $2.52M | 1.4% | -7.9% | 0.002% | |
4/24/2024 | Round Rock Advisors LLC | 8,895 | $2.31M | 0.6% | -4.5% | 0.002% | |
4/24/2024 | Dakota Wealth Management | 5,301 | $1.37M | 0.0% | +10.2% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 8,461 | $2.19M | 0.1% | N/A | 0.002% | |
4/24/2024 | Childress Capital Advisors LLC | 819 | $212K | 0.1% | -27.9% | 0.000% | |
4/24/2024 | Avitas Wealth Management LLC | 8,565 | $2.22M | 0.3% | +1.2% | 0.002% | |
4/24/2024 | Essex Financial Services Inc. | 4,429 | $1.15M | 0.1% | +7.6% | 0.001% | |
4/24/2024 | Bar Harbor Wealth Management | 22,331 | $5.79M | 0.4% | +1.0% | 0.006% | |
4/24/2024 | Assenagon Asset Management S.A. | 19,834 | $5.14M | 0.0% | -7.5% | 0.005% | |
4/23/2024 | Dupont Capital Management Corp | 49,080 | $12.72M | 1.1% | -10.2% | 0.012% | |
4/23/2024 | Bell Bank | 2,038 | $528K | 0.0% | N/A | 0.001% | |
4/23/2024 | Busey Bank | 894 | $232K | 0.0% | N/A | 0.000% | |
4/23/2024 | BSW Wealth Partners | 1,376 | $357K | 0.1% | -20.6% | 0.000% | |
4/23/2024 | Bfsg LLC | 335 | $87K | 0.0% | +17.1% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 6,285 | $1.63M | 0.1% | +1.5% | 0.002% | |
4/23/2024 | Louisiana State Employees Retirement System | 23,600 | $6.12M | 0.1% | -4.5% | 0.006% | |
4/23/2024 | Sage Mountain Advisors LLC | 1,520 | $394K | 0.0% | +18.8% | 0.000% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 1,596 | $414K | 0.0% | +9.2% | 0.000% | |
4/23/2024 | United Asset Strategies Inc. | 3,517 | $911K | 0.1% | +3.3% | 0.001% | |
4/23/2024 | Hamel Associates Inc. | 39,338 | $10.19M | 3.3% | -0.2% | 0.010% | |
4/23/2024 | Venturi Wealth Management LLC | 152 | $39K | 0.0% | +52.0% | 0.000% | |
4/23/2024 | WASHINGTON TRUST Co | 55,602 | $14.41M | 0.5% | -0.7% | 0.014% | |
4/23/2024 | Amalgamated Bank | 84,934 | $22.01M | 0.2% | -15.9% | 0.021% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 9,835 | $2.55M | 0.2% | -0.6% | 0.002% | |
4/23/2024 | Gradient Investments LLC | 65,813 | $17.05M | 0.4% | -8.7% | 0.016% | |
4/23/2024 | New Mexico Educational Retirement Board | 20,537 | $5.32M | 0.2% | -4.6% | 0.005% | |
4/23/2024 | Tyche Wealth Partners LLC | 2,085 | $540K | 0.1% | -41.8% | 0.001% | |
4/23/2024 | Oldfield Partners LLP | 477,500 | $123.74M | 16.7% | -4.3% | 0.118% | |
4/23/2024 | Fifth Third Bancorp | 200,351 | $51.92M | 0.2% | -0.8% | 0.049% | |
4/23/2024 | Wesbanco Bank Inc. | 19,125 | $4.96M | 0.2% | +19.2% | 0.005% | |
4/23/2024 | Summit Trail Advisors LLC | 5,579 | $1.45M | 0.0% | +28.5% | 0.001% | |
4/23/2024 | Stablepoint Partners LLC | 5,097 | $1.32M | 0.3% | +11.9% | 0.001% | |
4/23/2024 | Duncker Streett & Co. Inc. | 992 | $257K | 0.1% | +3,320.7% | 0.000% | |
4/23/2024 | Principle Wealth Partners LLC | 3,488 | $904K | 0.1% | +13.6% | 0.001% | |
4/23/2024 | Cigna Investments Inc. New | 4,307 | $1.12M | 0.2% | -1.1% | 0.001% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
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4/23/2024 | Hunter Perkins Capital Management LLC | 43,361 | $11.26M | 2.3% | -12.2% | 0.011% | |
4/23/2024 | Revisor Wealth Management LLC | 2,584 | $627K | 0.3% | +125.5% | 0.001% | |
4/23/2024 | Accurate Wealth Management LLC | 10,660 | $2.67M | 0.8% | -1.1% | 0.003% | |
4/23/2024 | Wealth Effects LLC | 1,305 | $338K | 0.1% | -3.0% | 0.000% | |
4/23/2024 | Hanson & Doremus Investment Management | 11,516 | $2.98M | 0.5% | +9.9% | 0.003% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,420,142 | $368.00M | 0.5% | -0.7% | 0.350% | |
4/23/2024 | Stonegate Investment Group LLC | 22,390 | $5.80M | 0.2% | -2.9% | 0.006% | |
4/23/2024 | Sutton Place Investors LLC | 4,150 | $1.08M | 0.5% | +1.8% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 1,037 | $270K | 0.0% | -21.8% | 0.000% | |
4/22/2024 | Confluence Wealth Services Inc. | 12,121 | $3.14M | 0.3% | +18.6% | 0.003% | |