8/6/2025 | Bryn Mawr Trust Advisors LLC | 10,701 | $826K | 0.0% | +16.7% | 0.088% | |
8/5/2025 | GHP Investment Advisors Inc. | 4,899 | $378K | 0.0% | -12.0% | 0.040% | |
8/5/2025 | Gould Asset Management LLC CA | 4,720 | $364K | 0.1% | -4.3% | 0.039% | |
8/4/2025 | Assetmark Inc. | 19,633 | $1.52M | 0.0% | +65,343.3% | 0.161% | |
8/1/2025 | Envestnet Asset Management Inc. | 16,631 | $1.28M | 0.0% | -26.3% | 0.136% | |
7/31/2025 | Wealthfront Advisers LLC | 15,122 | $1.17M | 0.0% | -9.6% | 0.124% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 243,678 | $18.81M | 0.1% | -5.0% | 1.997% | |
7/29/2025 | William Blair Investment Management LLC | 14,442 | $1.12M | 0.0% | +22.5% | 0.118% | |
7/25/2025 | Concord Asset Management LLC VA | 38,561 | $2.98M | 0.4% | -16.3% | 0.316% | |
7/24/2025 | Aberdeen Group plc | 20,446 | $1.58M | 0.0% | -5.8% | 0.168% | |
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7/24/2025 | Blue Trust Inc. | 6,411 | $495K | 0.0% | +6.4% | 0.053% | |
7/22/2025 | Belpointe Asset Management LLC | 10,513 | $811K | 0.0% | -11.9% | 0.086% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 33,443 | $2.58M | 0.3% | +2.0% | 0.274% | |
7/18/2025 | Truist Financial Corp | 8,438 | $651K | 0.0% | +1.7% | 0.069% | |
7/17/2025 | Mainsail Financial Group LLC | 88,561 | $6.85M | 3.2% | +2.8% | 0.726% | |
7/16/2025 | Advisors Management Group Inc. ADV | 20,434 | $1.58M | 0.3% | +1.7% | 0.167% | |
7/16/2025 | Randolph Co Inc | 139,056 | $10.73M | 1.1% | +1.5% | 1.140% | |
7/15/2025 | GSB Wealth Management LLC | 3,609 | $279K | 0.1% | -24.9% | 0.030% | |
7/14/2025 | Park Avenue Securities LLC | 8,505 | $656K | 0.0% | +108.1% | 0.070% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,606 | $279K | 0.0% | N/A | 0.030% | |
7/9/2025 | Leibman Financial Services Inc. | 49,555 | $3.83M | 2.9% | +6.5% | 0.406% | |
7/8/2025 | Lingohr Asset Management GmbH | 10,500 | $810K | 1.5% | -4.5% | 0.086% | |
7/2/2025 | Crumly & Associates Inc. | 97,494 | $7.53M | 1.8% | +4.5% | 0.799% | |
5/20/2025 | Belpointe Asset Management LLC | 11,937 | $813K | 0.0% | -43.2% | 0.103% | |
5/19/2025 | Jane Street Group LLC | 378,261 | $25.76M | 0.0% | -31.0% | 3.261% | |
5/16/2025 | Goldman Sachs Group Inc. | 684,319 | $46.60M | 0.0% | +69.6% | 5.609% | |
5/16/2025 | Millennium Management LLC | 83,181 | $5.66M | 0.0% | N/A | 0.717% | |
5/16/2025 | Alliancebernstein L.P. | 945,246 | $64.36M | 0.0% | +307.1% | 8.149% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 31,077 | $2.12M | 0.0% | +431.1% | 0.268% | |
5/15/2025 | Royal Bank of Canada | 5,498 | $375K | 0.0% | -70.9% | 0.047% | |
5/15/2025 | Calton & Associates Inc. | 8,811 | $600K | 0.1% | +116.6% | 0.076% | |
5/15/2025 | OLD Mission Capital LLC | 81,161 | $5.53M | 0.1% | -25.3% | 0.700% | |
5/15/2025 | Driehaus Capital Management LLC | 217,174 | $14.79M | 0.1% | N/A | 1.872% | |
5/14/2025 | Causeway Capital Management LLC | 84,765 | $5.77M | 0.1% | -29.9% | 0.731% | |
5/14/2025 | Jane Street Group LLC | 378,261 | $25.76M | 0.0% | -31.0% | 3.261% | |
5/14/2025 | Comerica Bank | 464 | $32K | 0.0% | -32.8% | 0.004% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 203,505 | $13.86M | 0.0% | +23.2% | 1.754% | |
5/14/2025 | Kestra Advisory Services LLC | 20,016 | $1.36M | 0.0% | -8.4% | 0.173% | |
5/14/2025 | Banco BTG Pactual S.A. | 21,000 | $1.43M | 0.4% | N/A | 0.181% | |
5/13/2025 | Raymond James Financial Inc. | 62,710 | $4.27M | 0.0% | -12.1% | 0.541% | |
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5/13/2025 | State of New Jersey Common Pension Fund D | 256,399 | $17.46M | 0.1% | -9.6% | 2.210% | |
5/13/2025 | American Century Companies Inc. | 106,864 | $7.28M | 0.0% | +20.2% | 0.921% | |
5/13/2025 | Aberdeen Group plc | 21,700 | $1.48M | 0.0% | N/A | 0.187% | |
5/13/2025 | HighTower Advisors LLC | 14,006 | $954K | 0.0% | -12.9% | 0.121% | |
5/9/2025 | Deutsche Bank AG | 5,844 | $398K | 0.0% | -81.4% | 0.050% | |
5/9/2025 | Blair William & Co. IL | 2,811 | $191K | 0.0% | -60.5% | 0.024% | |
5/8/2025 | US Bancorp DE | 2,777 | $189K | 0.0% | N/A | 0.024% | |
5/8/2025 | Banque Cantonale Vaudoise | 15,000 | $1.02M | 0.0% | N/A | 0.132% | |
5/7/2025 | LPL Financial LLC | 192,135 | $13.08M | 0.0% | +43.6% | 1.685% | |
5/7/2025 | Texas Yale Capital Corp. | 7,645 | $521K | 0.0% | N/A | 0.067% | |
5/6/2025 | Cetera Investment Advisers | 4,854 | $331K | 0.0% | -44.7% | 0.043% | |
5/6/2025 | Elm3 Financial Group LLC | 3,842 | $262K | 0.2% | -30.1% | 0.034% | |
5/6/2025 | Proficio Capital Partners LLC | 20,000 | $1.36M | 0.1% | -19.0% | 0.175% | |
5/5/2025 | Calton & Associates Inc. | 11,686 | $796K | 0.1% | +187.3% | 0.103% | |
5/2/2025 | Concord Wealth Partners | 49,274 | $3.36M | 0.6% | N/A | 0.432% | |
5/2/2025 | Concord Asset Management LLC VA | 46,073 | $3.25M | 0.7% | N/A | 0.404% | |
5/2/2025 | Wealthfront Advisers LLC | 16,728 | $1.14M | 0.0% | -12.8% | 0.147% | |
4/29/2025 | Envestnet Asset Management Inc. | 22,567 | $1.54M | 0.0% | -13.3% | 0.198% | |
4/29/2025 | OneDigital Investment Advisors LLC | 3,457 | $235K | 0.0% | N/A | 0.030% | |
4/25/2025 | Advisors Management Group Inc. ADV | 20,084 | $1.37M | 0.3% | +35.1% | 0.176% | |
4/24/2025 | HighMark Wealth Management LLC | 453 | $31K | 0.0% | +123.2% | 0.004% | |
4/22/2025 | Crumly & Associates Inc. | 93,318 | $6.35M | 1.8% | +22.5% | 0.819% | |
4/22/2025 | Channing Global Advisors LLC | 15,552 | $1.06M | 0.7% | +21.3% | 0.136% | |
4/22/2025 | Manning & Napier Advisors LLC | 24,331 | $1.66M | 0.0% | -7.0% | 0.213% | |
4/21/2025 | Blue Trust Inc. | 6,025 | $410K | 0.0% | +106.7% | 0.053% | |
4/21/2025 | ERn Financial LLC | 22,740 | $1.55M | 0.2% | +5.9% | 0.199% | |
4/16/2025 | Randolph Co Inc | 137,029 | $9.33M | 1.1% | -1.0% | 1.192% | |
4/15/2025 | Mainsail Financial Group LLC | 86,113 | $5.86M | 3.3% | +10.4% | 0.749% | |
4/14/2025 | Park Avenue Securities LLC | 4,087 | $278K | 0.0% | N/A | 0.036% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 32,794 | $2.23M | 0.3% | N/A | 0.285% | |
4/11/2025 | 626 Financial LLC | 35,601 | $2.42M | 1.2% | +5.6% | 0.310% | |
4/9/2025 | Leibman Financial Services Inc. | 46,552 | $3.17M | 2.5% | +23.1% | 0.405% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,013 | $69K | 0.0% | -76.0% | 0.009% | |
4/8/2025 | Highland Financial Advisors LLC | 37,414 | $2.55M | 0.9% | +19.9% | 0.325% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,256 | $249K | 0.0% | N/A | 0.036% | |
2/17/2025 | Shell Asset Management Co. | 50,656 | $3.87M | 0.2% | -2.5% | 0.422% | |
2/17/2025 | Quantinno Capital Management LP | 12,555 | $960K | 0.0% | N/A | 0.105% | |
2/17/2025 | Main Management ETF Advisors LLC | 49,600 | $3.79M | 0.2% | +0.6% | 0.413% | |
2/17/2025 | Deutsche Bank AG | 31,457 | $2.41M | 0.0% | -5.3% | 0.262% | |
2/17/2025 | Cetera Investment Advisers | 8,775 | $671K | 0.0% | -9.7% | 0.073% | |
2/17/2025 | Beaumont Capital Management LLC | 14,936 | $1.14M | 0.9% | -2.8% | 0.124% | |
2/17/2025 | Bank of America Corp DE | 470,269 | $35.95M | 0.0% | -18.2% | 3.919% | |
2/17/2025 | Ameriprise Financial Inc. | 19,746 | $1.51M | 0.0% | -27.0% | 0.165% | |
2/14/2025 | Jane Street Group LLC | 547,845 | $41.88M | 0.0% | +197.5% | 4.565% | |
2/14/2025 | GG Group Ventures LLC | 14,710 | $1.13M | 1.5% | +30.1% | 0.123% | |
2/14/2025 | Boothbay Fund Management LLC | 3,000 | $229K | 0.0% | -27.5% | 0.025% | |
2/14/2025 | Two Sigma Securities LLC | 3,278 | $251K | 0.0% | N/A | 0.027% | |
2/14/2025 | Integrated Wealth Concepts LLC | 2,775 | $212K | 0.0% | -50.8% | 0.023% | |
2/14/2025 | SIH Partners LLLP | 38,667 | $2.96M | 0.1% | N/A | 0.322% | |
2/14/2025 | MML Investors Services LLC | 20,370 | $1.56M | 0.0% | +11.3% | 0.170% | |
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. |
2/13/2025 | Wasatch Advisors LP | 29,914 | $2.29M | 0.0% | -27.7% | 0.249% | |
2/13/2025 | NewEdge Advisors LLC | 5,293 | $405K | 0.0% | -45.8% | 0.044% | |
2/13/2025 | Adams Wealth Management | 120,900 | $9.24M | 1.8% | +20.9% | 1.008% | |
2/13/2025 | Causeway Capital Management LLC | 120,877 | $9.24M | 0.2% | -23.9% | 1.007% | |
2/13/2025 | Mariner LLC | 14,114 | $1.08M | 0.0% | -31.0% | 0.118% | |
2/13/2025 | Rockefeller Capital Management L.P. | 10,138 | $775K | 0.0% | N/A | 0.084% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 1,439 | $110K | 0.0% | +255.3% | 0.012% | |
2/13/2025 | DRW Securities LLC | 4,432 | $339K | 0.0% | N/A | 0.037% | |
2/13/2025 | Raymond James Financial Inc. | 71,307 | $5.45M | 0.0% | N/A | 0.594% | |
2/13/2025 | Advisory Services Network LLC | 7,138 | $546K | 0.0% | -2.9% | 0.059% | |