8/1/2025 | Oarsman Capital Inc. | 4,573 | $1.77M | 0.3% | -7.3% | 0.001% | |
8/1/2025 | Bank of Jackson Hole Trust | 2,324 | $899K | 0.5% | +10.1% | 0.001% | |
8/1/2025 | Motco | 23,449 | $8.39M | 0.8% | +9.5% | 0.006% | |
8/1/2025 | Fire Capital Management LLC | 3,277 | $1.27M | 0.8% | +1.3% | 0.001% | |
8/1/2025 | Jennison Associates LLC | 351,764 | $136.09M | 0.1% | -65.8% | 0.083% | |
8/1/2025 | Markel Group Inc. | 14,000 | $5.42M | 0.0% | N/A | 0.003% | |
8/1/2025 | Austin Private Wealth LLC | 867 | $336K | 0.0% | -20.3% | 0.000% | |
8/1/2025 | Mizuho Markets Cayman LP | 1,340 | $518K | 0.0% | -10.1% | 0.000% | |
8/1/2025 | General American Investors Co. Inc. | 26,006 | $10.06M | 0.6% | -16.1% | 0.006% | |
8/1/2025 | Zhang Financial LLC | 1,531 | $592K | 0.0% | -7.6% | 0.000% | |
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8/1/2025 | Capital Investment Counsel LLC | 12,672 | $4.90M | 0.8% | +0.9% | 0.003% | |
8/1/2025 | New York Life Investment Management LLC | 64,068 | $24.79M | 0.2% | -0.9% | 0.015% | |
8/1/2025 | Private Wealth Partners LLC | 46,238 | $17.89M | 1.4% | -2.6% | 0.011% | |
8/1/2025 | Integral Investment Advisors Inc. | 3,922 | $1.52M | 0.4% | +18.6% | 0.001% | |
8/1/2025 | Howard Capital Management Inc. | 12,458 | $4.82M | 0.1% | +1.0% | 0.003% | |
8/1/2025 | First National Trust Co | 9,191 | $3.56M | 0.1% | -5.4% | 0.002% | |
8/1/2025 | Vision Financial Markets LLC | 1,979 | $766K | 0.7% | +12,268.8% | 0.000% | |
8/1/2025 | Purkiss Capital Advisors LLC | 1,469 | $568K | 0.3% | N/A | 0.000% | |
8/1/2025 | Signet Investment Advisory Group Inc. | 9,809 | $3.80M | 1.9% | +4.0% | 0.002% | |
8/1/2025 | Tevis Investment Management | 1,201 | $465K | 0.3% | +14.7% | 0.000% | |
8/1/2025 | Motley Fool Asset Management LLC | 29,341 | $11.35M | 0.5% | +14.6% | 0.007% | |
8/1/2025 | GPM Growth Investors Inc. | 6,207 | $2.40M | 1.0% | -4.2% | 0.001% | |
8/1/2025 | Logan Capital Management Inc. | 9,757 | $3.78M | 0.2% | -6.6% | 0.002% | |
8/1/2025 | GWN Securities Inc. | 886 | $346K | 0.1% | -88.1% | 0.000% | |
8/1/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 2,942 | $1.14M | 0.1% | +25.9% | 0.001% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 128,323 | $49.65M | 0.5% | +23.5% | 0.030% | |
8/1/2025 | Advisory Alpha LLC | 613 | $237K | 0.0% | -21.5% | 0.000% | |
8/1/2025 | Peregrine Capital Management LLC | 70,671 | $27.34M | 0.8% | -24.2% | 0.017% | |
8/1/2025 | SYM FINANCIAL Corp | 1,902 | $736K | 0.1% | +38.8% | 0.000% | |
8/1/2025 | Jericho Financial LLP | 748 | $289K | 0.2% | -5.3% | 0.000% | |
8/1/2025 | Guinness Atkinson Asset Management Inc | 12,037 | $4.66M | 2.4% | -7.3% | 0.003% | |
8/1/2025 | Liberty Wealth Management LLC | 1,365 | $528K | 0.1% | -99.7% | 0.000% | |
8/1/2025 | Guinness Asset Management LTD | 86,236 | $33.36M | 0.6% | -2.0% | 0.020% | |
8/1/2025 | AustralianSuper Pty Ltd | 99,026 | $38.31M | 0.2% | N/A | 0.023% | |
8/1/2025 | Teacher Retirement System of Texas | 209,560 | $81.08M | 0.3% | -1.9% | 0.049% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 21,759 | $8.42M | 0.2% | +154.2% | 0.005% | |
8/1/2025 | Transcend Capital Advisors LLC | 3,135 | $1.21M | 0.1% | -30.6% | 0.001% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 2,436 | $942K | 0.0% | -20.7% | 0.001% | |
8/1/2025 | Bessemer Group Inc. | 17,423 | $6.74M | 0.0% | -4.3% | 0.004% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 829 | $321K | 0.1% | -7.5% | 0.000% | |
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8/1/2025 | Brookwood Investment Group LLC | 703 | $272K | 0.0% | -71.9% | 0.000% | |
8/1/2025 | GoalVest Advisory LLC | 276 | $107K | 0.0% | +37.3% | 0.000% | |
8/1/2025 | First Command Advisory Services Inc. | 75 | $29K | 0.0% | -29.2% | 0.000% | |
8/1/2025 | Banco Santander S.A. | 70,330 | $27.21M | 0.3% | -0.1% | 0.017% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 11,419 | $4.42M | 0.2% | -4.2% | 0.003% | |
8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 72,716 | $28.10M | 0.8% | -21.8% | 0.017% | |
8/1/2025 | Solstein Capital LLC | 357 | $138K | 0.1% | +34.2% | 0.000% | |
8/1/2025 | Riverwater Partners LLC | 1,023 | $396K | 0.2% | -3.1% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 760,192 | $294.10M | 0.1% | -1.0% | 0.179% | |
8/1/2025 | Chilton Capital Management LLC | 6,335 | $2.45M | 0.1% | +4.0% | 0.001% | |
7/31/2025 | Nisa Investment Advisors LLC | 147,117 | $56.92M | 0.3% | -3.6% | 0.035% | |
7/31/2025 | Resonant Capital Advisors LLC | 8,030 | $3.11M | 0.2% | +80.2% | 0.002% | |
7/31/2025 | Hixon Zuercher LLC | 8,318 | $3.22M | 1.0% | +1.9% | 0.002% | |
7/31/2025 | Wealthfront Advisers LLC | 48,461 | $18.75M | 0.0% | +0.1% | 0.011% | |
7/31/2025 | New Hampshire Trust | 5,243 | $2.03M | 0.4% | +2.6% | 0.001% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 77,620 | $30.03M | 0.3% | -7.3% | 0.018% | |
7/31/2025 | Jordan Park Group LLC | 517 | $200K | 0.0% | N/A | 0.000% | |
7/31/2025 | Optimum Investment Advisors | 2,766 | $1.07M | 0.5% | -2.6% | 0.001% | |
7/31/2025 | Ballast Advisors LLC | 2,130 | $824K | 0.2% | +13.0% | 0.001% | |
7/31/2025 | University of Texas Texas AM Investment Management Co. | 13,958 | $5.40M | 0.8% | +58.5% | 0.003% | |
7/31/2025 | Ingalls & Snyder LLC | 10,447 | $4.04M | 0.1% | -36.7% | 0.002% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 528 | $204K | 0.1% | -5.4% | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 762 | $295K | 0.2% | -20.2% | 0.000% | |
7/31/2025 | Interchange Capital Partners LLC | 1,774 | $686K | 0.2% | -12.9% | 0.000% | |
7/31/2025 | Brighton Jones LLC | 10,750 | $4.16M | 0.1% | +43.2% | 0.003% | |
7/31/2025 | Waldron Private Wealth LLC | 1,142 | $442K | 0.0% | -2.9% | 0.000% | |
7/31/2025 | MQS Management LLC | 559 | $216K | 0.1% | N/A | 0.000% | |
7/31/2025 | Linden Thomas Advisory Services LLC | 7,583 | $2.93M | 0.3% | -33.4% | 0.002% | |
7/31/2025 | Kornitzer Capital Management Inc. KS | 1,395 | $540K | 0.0% | -81.3% | 0.000% | |
7/31/2025 | Leavell Investment Management Inc. | 12,337 | $4.77M | 0.2% | -2.1% | 0.003% | |
7/31/2025 | CVA Family Office LLC | 1,292 | $500K | 0.1% | -8.0% | 0.000% | |
7/31/2025 | Ramsay Stattman Vela & Price Inc. | 12,090 | $4.68M | 0.9% | +1.0% | 0.003% | |
7/31/2025 | Hartford Financial Management Inc. | 866 | $335K | 0.1% | -79.5% | 0.000% | |
7/31/2025 | AG2R LA Mondiale Gestion D Actifs | 15,898 | $6.15M | 0.3% | -1.1% | 0.004% | |
7/31/2025 | Mcdaniel Terry & Co. | 39,507 | $15.28M | 1.3% | +2.8% | 0.009% | |
7/31/2025 | City State Bank | 679 | $263K | 0.1% | -24.5% | 0.000% | |
7/31/2025 | SSA Swiss Advisors AG | 9,706 | $3.61M | 1.7% | N/A | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 8,618 | $3.33M | 0.0% | +2.5% | 0.002% | |
7/31/2025 | Fielder Capital Group LLC | 522 | $202K | 0.1% | N/A | 0.000% | |
7/31/2025 | Northstar Asset Management Inc. | 11,818 | $4.57M | 1.3% | -17.1% | 0.003% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 143,748 | $55.61M | 0.2% | -2.1% | 0.034% | |
7/31/2025 | Keeler Thomas Management LLC | 1,771 | $685K | 0.3% | -15.5% | 0.000% | |
7/31/2025 | Leelyn Smith LLC | 11,064 | $4.28M | 0.7% | +6.2% | 0.003% | |
7/31/2025 | Hobart Private Capital LLC | 2,760 | $1.07M | 0.2% | +137.1% | 0.001% | |
7/31/2025 | CNB Bank | 2,297 | $889K | 0.4% | +6.4% | 0.001% | |
7/31/2025 | PKO Investment Management Joint Stock Co | 16,000 | $6.19M | 0.7% | -11.4% | 0.004% | |
7/31/2025 | Sage Mountain Advisors LLC | 2,644 | $1.02M | 0.1% | +19.9% | 0.001% | |
7/31/2025 | Washington Trust Advisors Inc. | 74 | $29K | 0.0% | -76.3% | 0.000% | |
7/31/2025 | DDD Partners LLC | 5,092 | $1.97M | 0.2% | N/A | 0.001% | |
7/31/2025 | Lee Danner & Bass Inc. | 1,808 | $699K | 0.1% | N/A | 0.000% | |
This Social Security Shift Could Boost Benefits by 400% (Ad) If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see.
A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse...
According to renowned investor Louis Navellier, it could increase benefits by as much as 400%. Click here to watch the urgent briefing now — before this opportunity disappears. |
7/31/2025 | AlphaQuest LLC | 2,275 | $880K | 0.1% | +62.5% | 0.001% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 1,399,103 | $541.29M | 0.3% | -0.1% | 0.330% | |
7/31/2025 | First Business Financial Services Inc. | 3,451 | $1.34M | 0.1% | +14.6% | 0.001% | |
7/31/2025 | Moloney Securities Asset Management LLC | 4,858 | $1.88M | 0.2% | +5.7% | 0.001% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 10,204 | $3.95M | 0.7% | +9.5% | 0.002% | |
7/31/2025 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,616 | $5.66M | 3.0% | +2.8% | 0.003% | |
7/31/2025 | GLOBALT Investments LLC GA | 5,375 | $2.08M | 0.1% | -3.5% | 0.001% | |
7/31/2025 | Catalyst Capital Advisors LLC | 720 | $279K | 0.0% | +116.2% | 0.000% | |
7/31/2025 | LJI Wealth Management LLC | 702 | $272K | 0.0% | -12.5% | 0.000% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 398 | $154K | 0.1% | +19,800.0% | 0.000% | |