8/1/2025 | GGM Financials LLC | 81,165 | $7.34M | 1.4% | N/A | 0.049% | |
8/1/2025 | United Capital Management of KS Inc. | 43,298 | $3.92M | 0.6% | N/A | 0.026% | |
8/1/2025 | Teacher Retirement System of Texas | 25,812 | $2.33M | 0.0% | N/A | 0.016% | |
8/1/2025 | Oak Grove Capital LLC | 93,500 | $8.45M | 1.4% | N/A | 0.057% | |
8/1/2025 | Envestnet Asset Management Inc. | 88,193 | $7.97M | 0.0% | +3.4% | 0.053% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 15,479 | $1.40M | 0.0% | -3.2% | 0.009% | |
7/31/2025 | Linden Thomas Advisory Services LLC | 52,570 | $4.75M | 0.5% | -1.3% | 0.032% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 43,412 | $3.93M | 0.0% | N/A | 0.026% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 14,781 | $1.34M | 0.0% | +21.6% | 0.009% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 754 | $68K | 0.0% | -89.6% | 0.000% | |
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7/30/2025 | Strategic Blueprint LLC | 7,308 | $661K | 0.0% | +68.9% | 0.004% | |
7/30/2025 | Ethic Inc. | 15,811 | $1.44M | 0.0% | +234.0% | 0.010% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 14,042 | $1.27M | 0.1% | N/A | 0.009% | |
7/29/2025 | Chicago Partners Investment Group LLC | 1,834 | $166K | 0.0% | N/A | 0.001% | |
7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 10,200 | $922K | 0.0% | N/A | 0.006% | |
7/29/2025 | Cannon Global Investment Management LLC | 3,000 | $271K | 0.6% | N/A | 0.002% | |
7/29/2025 | Stratos Wealth Partners LTD. | 25,403 | $2.30M | 0.0% | +8.9% | 0.015% | |
7/29/2025 | Straight Path Wealth Management | 6,850 | $619K | 0.2% | +1.5% | 0.004% | |
7/29/2025 | Praxis Investment Management Inc. | 4,310 | $390K | 0.0% | N/A | 0.003% | |
7/28/2025 | Harbour Investments Inc. | 2,446 | $221K | 0.0% | +207.7% | 0.001% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 8,296 | $750K | 0.0% | +10.2% | 0.005% | |
7/28/2025 | Axxcess Wealth Management LLC | 4,248 | $384K | 0.0% | N/A | 0.003% | |
7/25/2025 | Verdence Capital Advisors LLC | 2,962 | $268K | 0.0% | N/A | 0.002% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 1,748 | $159K | 0.1% | +97.5% | 0.001% | |
7/25/2025 | CWM LLC | 6,734 | $609K | 0.0% | +79.3% | 0.004% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 11,366 | $1.03M | 0.0% | +142.4% | 0.007% | |
7/24/2025 | Bernard Wealth Management Corp. | 400 | $36K | 0.0% | N/A | 0.000% | |
7/24/2025 | IFP Advisors Inc | 4,135 | $378K | 0.0% | +61.5% | 0.003% | |
7/24/2025 | Callan Family Office LLC | 2,881 | $260K | 0.0% | N/A | 0.002% | |
7/24/2025 | Blair William & Co. IL | 12,975 | $1.17M | 0.0% | +50.4% | 0.008% | |
7/24/2025 | US Bancorp DE | 9,978 | $902K | 0.0% | +222.8% | 0.006% | |
7/23/2025 | Vontobel Holding Ltd. | 30,809 | $2.79M | 0.0% | -29.3% | 0.019% | |
7/23/2025 | Rye Brook Capital LLC | 9,100 | $823K | 0.9% | N/A | 0.006% | |
7/23/2025 | Maryland State Retirement & Pension System | 6,960 | $629K | 0.0% | +37.7% | 0.004% | |
7/23/2025 | Virtus Wealth Solutions LLC | 81,165 | $7.34M | 1.5% | +81.6% | 0.049% | |
7/23/2025 | Venturi Wealth Management LLC | 3,200 | $289K | 0.0% | N/A | 0.002% | |
7/23/2025 | Friedenthal Financial | 11,255 | $1.02M | 0.6% | N/A | 0.007% | |
7/23/2025 | KLP Kapitalforvaltning AS | 27,800 | $2.51M | 0.0% | N/A | 0.017% | |
7/23/2025 | Trueblood Wealth Management LLC | 2,500 | $226K | 0.1% | N/A | 0.002% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 3,718 | $336K | 0.0% | N/A | 0.002% | |
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7/22/2025 | Belpointe Asset Management LLC | 10,636 | $962K | 0.0% | N/A | 0.006% | |
7/22/2025 | Realta Investment Advisors | 2,370 | $214K | 0.1% | N/A | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 29,160 | $2.64M | 0.1% | +0.8% | 0.018% | |
7/21/2025 | QRG Capital Management Inc. | 6,048 | $547K | 0.0% | N/A | 0.004% | |
7/21/2025 | Fortis Capital Advisors LLC | 10,636 | $962K | 0.2% | N/A | 0.006% | |
7/21/2025 | Ameritas Advisory Services LLC | 707 | $64K | 0.0% | N/A | 0.000% | |
7/21/2025 | Greenwood Capital Associates LLC | 4,834 | $437K | 0.1% | N/A | 0.003% | |
7/18/2025 | FengHe Fund Management Pte. Ltd. | 1,180,848 | $106.77M | 17.5% | N/A | 0.716% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 33,132 | $3.00M | 0.0% | N/A | 0.020% | |
7/18/2025 | Trilogy Capital Inc. | 4,100 | $371K | 0.0% | N/A | 0.002% | |
7/18/2025 | Pacific Point Advisors LLC | 10,000 | $904K | 0.5% | +42.9% | 0.006% | |
7/18/2025 | PFG Investments LLC | 2,637 | $238K | 0.0% | N/A | 0.002% | |
7/18/2025 | Truist Financial Corp | 9,477 | $857K | 0.0% | -26.2% | 0.006% | |
7/18/2025 | Renaissance Capital LLC | 126,623 | $11.45M | 8.0% | -13.0% | 0.077% | |
7/17/2025 | Janney Capital Management LLC | 3,975 | $359K | 0.0% | -11.5% | 0.002% | |
7/17/2025 | Janney Montgomery Scott LLC | 6,183 | $559K | 0.0% | N/A | 0.004% | |
7/17/2025 | Taylor Frigon Capital Management LLC | 29,679 | $2.68M | 1.4% | -6.2% | 0.018% | |
7/17/2025 | GC Wealth Management RIA LLC | 3,518 | $318K | 0.0% | N/A | 0.002% | |
7/17/2025 | Sound Income Strategies LLC | 1,038 | $94K | 0.0% | +31.1% | 0.001% | |
7/17/2025 | Clay Northam Wealth Management LLC | 2,595 | $235K | 0.2% | N/A | 0.002% | |
7/16/2025 | Signaturefd LLC | 850 | $77K | 0.0% | +112.5% | 0.001% | |
7/16/2025 | Beaumont Financial Advisors LLC | 3,367 | $304K | 0.0% | N/A | 0.002% | |
7/15/2025 | Wealth Effects LLC | 2,675 | $242K | 0.1% | N/A | 0.002% | |
7/15/2025 | TD Private Client Wealth LLC | 1,162 | $105K | 0.0% | -52.7% | 0.001% | |
7/15/2025 | StoneCrest Wealth Management Inc. | 6,980 | $631K | 0.3% | +30.5% | 0.004% | |
7/15/2025 | Public Employees Retirement System of Ohio | 44,459 | $4.02M | 0.0% | +30.9% | 0.027% | |
7/15/2025 | Peregrine Investment Management Inc. | 146,040 | $13.21M | 8.4% | -2.6% | 0.089% | |
7/15/2025 | Sheets Smith Wealth Management | 5,316 | $481K | 0.1% | N/A | 0.003% | |
7/14/2025 | Hoey Investments Inc. | 6,121 | $553K | 0.1% | +22.4% | 0.004% | |
7/14/2025 | Chapin Davis Inc. | 11,451 | $1.04M | 0.3% | N/A | 0.007% | |
7/11/2025 | Wealth Management Partners LLC | 26,369 | $2.36M | 0.8% | +120.1% | 0.016% | |
7/11/2025 | Farther Finance Advisors LLC | 1,741 | $157K | 0.0% | +35.6% | 0.001% | |
7/11/2025 | Harbour Capital Advisors LLC | 4,575 | $405K | 0.1% | N/A | 0.003% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 322 | $29K | 0.0% | N/A | 0.000% | |
7/10/2025 | Exchange Traded Concepts LLC | 39,838 | $3.60M | 0.0% | -17.7% | 0.024% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,745 | $431K | 0.0% | N/A | 0.003% | |
7/10/2025 | Jackson Square Capital LLC | 3,252 | $294K | 0.1% | N/A | 0.002% | |
7/9/2025 | GSG Advisors LLC | 10,506 | $950K | 0.3% | +16.2% | 0.006% | |
7/9/2025 | Mirador Capital Partners LP | 17,783 | $1.61M | 0.3% | N/A | 0.011% | |
7/9/2025 | New England Research & Management Inc. | 13,825 | $1.25M | 0.6% | N/A | 0.008% | |
7/7/2025 | Teamwork Financial Advisors LLC | 2,495 | $226K | 0.0% | N/A | 0.002% | |
7/7/2025 | Salem Investment Counselors Inc. | 175,844 | $15.90M | 0.5% | N/A | 0.107% | |
6/18/2025 | Voya Investment Management LLC | 256,857 | $15.33M | 0.0% | -59.7% | 0.156% | |
5/29/2025 | Rhumbline Advisers | 104,345 | $6.23M | 0.0% | +4.4% | 0.063% | |
5/21/2025 | Acadian Asset Management LLC | 29,058 | $1.73M | 0.0% | -83.7% | 0.018% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,033 | $241K | 0.0% | +1,382.7% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 432,806 | $25.83M | 0.1% | +0.8% | 0.262% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 131,943 | $7.87M | 0.0% | -14.6% | 0.080% | |
5/19/2025 | Optimize Financial Inc | 28,785 | $1.72M | 0.6% | N/A | 0.017% | |
5/16/2025 | Empowered Funds LLC | 4,639 | $277K | 0.0% | +917.3% | 0.003% | |
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. |
5/16/2025 | Arete Wealth Advisors LLC | 7,050 | $421K | 0.0% | -11.3% | 0.004% | |
5/16/2025 | Fred Alger Management LLC | 1,560,033 | $93.09M | 0.5% | +13.0% | 0.946% | |
5/16/2025 | Jones Financial Companies Lllp | 20,781 | $1.24M | 0.0% | +15,180.1% | 0.013% | |
5/16/2025 | Scientech Research LLC | 17,277 | $1.03M | 0.3% | +61.6% | 0.010% | |
5/16/2025 | Petrus Trust Company LTA | 3,665 | $219K | 0.0% | N/A | 0.002% | |
5/16/2025 | Granahan Investment Management LLC | 55,057 | $3.29M | 0.2% | N/A | 0.033% | |
5/16/2025 | Greenhouse Funds LLLP | 341,530 | $20.38M | 1.0% | +34.7% | 0.207% | |
5/16/2025 | Alliancebernstein L.P. | 8,401,019 | $501.29M | 0.2% | +114.2% | 5.094% | |
5/16/2025 | AQR Capital Management LLC | 11,391 | $680K | 0.0% | +213.4% | 0.007% | |
5/16/2025 | Altimeter Capital Management LP | 981,697 | $58.58M | 1.2% | +68.0% | 0.595% | |