| 6/3/2025 | Invst LLC | 29,162 | $670K | 0.1% | -21.8% | 0.002% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 49,951 | $1.15M | 0.8% | -1.0% | 0.004% | |
| 6/2/2025 | Modern Wealth Management LLC | 571,447 | $13.14M | 0.4% | +31.2% | 0.048% | |
| 5/28/2025 | Addison Capital Co | 174,971 | $4.02M | 1.6% | +9.5% | 0.015% | |
| 5/22/2025 | BOS Asset Management LLC | 24,857 | $571K | 0.2% | +1.8% | 0.002% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 464,041 | $10.67M | 0.4% | +0.7% | 0.039% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 1,057,469 | $24.31M | 4.5% | +0.2% | 0.088% | |
| 5/20/2025 | Belpointe Asset Management LLC | 13,267 | $305K | 0.0% | -31.2% | 0.001% | |
| 5/20/2025 | Acorns Advisers LLC | 1,255,948 | $28.87M | 0.3% | +1.5% | 0.106% | |
| 5/20/2025 | Focus Partners Wealth | 75,221 | $1.73M | 0.0% | -3.5% | 0.006% | |
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| 5/20/2025 | Integrity Alliance LLC. | 699,919 | $16.09M | 0.6% | +27.1% | 0.059% | |
| 5/19/2025 | Jane Street Group LLC | 366,986 | $8.44M | 0.0% | +365.6% | 0.031% | |
| 5/19/2025 | SageView Advisory Group LLC | 15,616 | $359K | 0.0% | -88.0% | 0.001% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 52,251 | $1.20M | 0.5% | -3.3% | 0.004% | |
| 5/19/2025 | SCS Capital Management LLC | 524,477 | $12.06M | 0.2% | -23.3% | 0.044% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 8,213,229 | $188.78M | 0.0% | N/A | 0.690% | |
| 5/16/2025 | Ascent Group LLC | 188,978 | $4.34M | 0.2% | +64.7% | 0.016% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 48,173 | $1.11M | 0.1% | +43.8% | 0.004% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 49,091 | $1.13M | 0.0% | +13.4% | 0.004% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 39,206 | $901K | 0.0% | +18.7% | 0.003% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 320,561 | $7.37M | 0.0% | -65.0% | 0.027% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 4,139 | $95K | 0.0% | +29.7% | 0.000% | |
| 5/16/2025 | Jones Financial Companies Lllp | 358,130 | $8.23M | 0.0% | +277.1% | 0.030% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 133,455 | $3.07M | 2.3% | N/A | 0.011% | |
| 5/16/2025 | National Wealth Management Group LLC | 41,018 | $943K | 0.6% | +15.7% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 494,793 | $11.37M | 0.1% | +5.3% | 0.042% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 577,197 | $13.27M | 0.2% | -13.5% | 0.049% | |
| 5/16/2025 | Greenline Partners LLC | 150,907 | $3.47M | 0.5% | -49.3% | 0.013% | |
| 5/16/2025 | Concorde Asset Management LLC | 13,868 | $316K | 0.2% | -11.8% | 0.001% | |
| 5/16/2025 | Cook Wealth LLC | 782,348 | $17.92M | 8.7% | -2.8% | 0.066% | |
| 5/16/2025 | Copperleaf Capital LLC | 39,468 | $907K | 0.5% | -5.0% | 0.003% | |
| 5/16/2025 | Alliancebernstein L.P. | 5,952,603 | $136.82M | 0.0% | N/A | 0.500% | |
| 5/16/2025 | Aprio Wealth Management LLC | 15,859 | $365K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | 1607 Capital Partners LLC | 2,908,892 | $66.86M | 5.4% | +13.7% | 0.244% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 56,311 | $1.29M | 0.6% | -3.4% | 0.005% | |
| 5/15/2025 | EP Wealth Advisors LLC | 5,744,383 | $132.04M | 1.1% | +6.9% | 0.483% | |
| 5/15/2025 | Capital Investment Counsel LLC | 164,890 | $3.79M | 0.6% | +0.7% | 0.014% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 75,733 | $1.74M | 0.0% | +35.3% | 0.006% | |
| 5/15/2025 | One Wealth Capital Management LLC | 15,395 | $354K | 0.2% | -9.3% | 0.001% | |
| 5/15/2025 | Royal Bank of Canada | 4,212,728 | $96.83M | 0.0% | +18.8% | 0.354% | |
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| 5/15/2025 | MAI Capital Management | 30,603 | $703K | 0.0% | +13.1% | 0.003% | |
| 5/15/2025 | Calton & Associates Inc. | 114,294 | $2.63M | 0.6% | N/A | 0.010% | |
| 5/15/2025 | Brasada Capital Management LP | 45,216 | $1.03M | 0.2% | +6.5% | 0.004% | |
| 5/15/2025 | Baird Financial Group Inc. | 202,438 | $4.65M | 0.0% | +11.6% | 0.017% | |
| 5/15/2025 | OLD Mission Capital LLC | 46,259 | $1.06M | 0.0% | N/A | 0.004% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 24,537 | $564K | 0.4% | -35.4% | 0.002% | |
| 5/15/2025 | Itau Unibanco Holding S.A. | 4,675,695 | $107.47M | 4.0% | +7,637.6% | 0.393% | |
| 5/14/2025 | Triad Wealth Partners LLC | 92,119 | $2.12M | 0.7% | +18.8% | 0.008% | |
| 5/14/2025 | Redwood Investment Management LLC | 20,937 | $481K | 0.1% | +133.2% | 0.002% | |
| 5/14/2025 | Envision Financial Planning LLC | 689,584 | $15.85M | 8.1% | +3.1% | 0.058% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 16,478 | $379K | 0.0% | -73.9% | 0.001% | |
| 5/14/2025 | Comerica Bank | 198,947 | $4.57M | 0.0% | +3.1% | 0.017% | |
| 5/14/2025 | Synovus Financial Corp | 164,064 | $3.77M | 0.0% | +4.4% | 0.014% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 44,412 | $1.02M | 0.1% | +152.6% | 0.004% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 704,592 | $16.20M | 0.0% | -7.3% | 0.059% | |
| 5/14/2025 | Phoenix Wealth Advisors | 349,690 | $8.04M | 3.5% | +92.6% | 0.029% | |
| 5/14/2025 | Van Hulzen Asset Management LLC | 40,458 | $930K | 0.1% | -14.5% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 904,842 | $20.80M | 0.1% | +12.0% | 0.076% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,167,702 | $118.94M | 0.0% | -14.7% | 0.434% | |
| 5/14/2025 | Norinchukin Bank The | 5,186,402 | $119.21M | 2.2% | +1.0% | 0.436% | |
| 5/14/2025 | CW Advisors LLC | 258,225 | $5.94M | 0.1% | -3.6% | 0.022% | |
| 5/14/2025 | Flow Traders U.S. LLC | 336,303 | $7.73M | 0.3% | N/A | 0.028% | |
| 5/14/2025 | TFB Advisors LLC | 69,205 | $1.59M | 0.5% | -2.6% | 0.006% | |
| 5/14/2025 | GDS Wealth Management | 11,203 | $258K | 0.0% | +4.3% | 0.001% | |
| 5/14/2025 | Capital Analysts LLC | 20,020 | $460K | 0.0% | -13.2% | 0.002% | |
| 5/14/2025 | Crabel Capital Management LLC | 249,361 | $5.73M | 6.2% | +1,381.4% | 0.021% | |
| 5/14/2025 | JT Stratford LLC | 341,207 | $7.84M | 1.4% | +966.8% | 0.029% | |
| 5/14/2025 | Sumitomo Mitsui Financial Group Inc. | 665,849 | $15.30M | 0.3% | +3.6% | 0.056% | |
| 5/14/2025 | Hsbc Holdings PLC | 226,123 | $5.20M | 0.0% | -11.3% | 0.019% | |
| 5/14/2025 | Petix & Botte Co | 19,725 | $453K | 0.1% | -19.9% | 0.002% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 21,204 | $487K | 0.0% | -98.6% | 0.002% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 1,787,073 | $41.08M | 0.4% | +281,328.8% | 0.150% | |
| 5/13/2025 | Northern Trust Corp | 3,018,684 | $69.38M | 0.0% | +4.3% | 0.254% | |
| 5/13/2025 | Keystone Global Partners LLC | 130,259 | $2.99M | 2.1% | N/A | 0.011% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 2,370,496 | $54.49M | 1.3% | +1.6% | 0.199% | |
| 5/13/2025 | Blue Edge Capital LLC | 100,601 | $2.31M | 0.4% | +6.1% | 0.008% | |
| 5/13/2025 | Seven Mile Advisory | 11,841 | $272K | 0.2% | +18.1% | 0.001% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 424,570 | $9.76M | 0.1% | +1.1% | 0.036% | |
| 5/13/2025 | Tyler Stone Wealth Management | 10,407 | $239K | 0.0% | -15.8% | 0.001% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,577,899 | $36.27M | 0.0% | +13.1% | 0.133% | |
| 5/13/2025 | DDFG Inc | 811,843 | $18.66M | 5.2% | N/A | 0.068% | |
| 5/13/2025 | Cresset Asset Management LLC | 935,242 | $21.50M | 0.1% | +38.3% | 0.079% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 61,879 | $1.42M | 0.4% | +2.5% | 0.005% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 54,030 | $1.24M | 0.0% | -2.9% | 0.005% | |
| 5/13/2025 | Gen Wealth Partners Inc | 13,289 | $305K | 0.1% | +11.5% | 0.001% | |
| 5/13/2025 | High Falls Advisors Inc | 75,646 | $1.74M | 0.4% | +8.4% | 0.006% | |
| 5/13/2025 | Aberdeen Group plc | 13,306 | $306K | 0.0% | +5.0% | 0.001% | |
| 5/13/2025 | State Farm Mutual Automobile Insurance Co. | 109,336 | $2.51M | 0.0% | +684.4% | 0.009% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,634,809 | $37.58M | 0.2% | +4.6% | 0.137% | |
| 5/13/2025 | Heck Capital Advisors LLC | 1,276,451 | $29.34M | 3.3% | -41.1% | 0.107% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 25,496 | $586K | 0.8% | +28.2% | 0.002% | |
| 5/13/2025 | MSH Capital Advisors LLC | 9,941 | $228K | 0.1% | N/A | 0.001% | |
| 5/13/2025 | Prudential PLC | 59,000 | $1.36M | 0.0% | N/A | 0.005% | |
| 5/13/2025 | Anfield Capital Management LLC | 514,890 | $11.84M | 4.4% | +6.6% | 0.043% | |
| 5/13/2025 | Stone House Investment Management LLC | 29,614 | $681K | 0.1% | +22.9% | 0.002% | |
| 5/13/2025 | Annandale Capital LLC | 829,238 | $19.06M | 1.2% | +1.0% | 0.070% | |
| 5/13/2025 | HighTower Advisors LLC | 127,444 | $2.93M | 0.0% | -74.2% | 0.011% | |
| 5/12/2025 | Capital Planning Advisors LLC | 927,618 | $21.32M | 3.3% | -7.8% | 0.078% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 343,198 | $7.89M | 0.0% | -59.5% | 0.029% | |
| 5/12/2025 | Blueprint Financial Advisors LLC | 385,374 | $8.86M | 4.8% | N/A | 0.032% | |
