7/26/2024 | West Branch Capital LLC | 20,476 | $802K | 0.3% | -2.4% | 0.001% | |
7/26/2024 | Breakwater Capital Group | 19,840 | $777K | 0.2% | +2.2% | 0.001% | |
7/26/2024 | BLB&B Advisors LLC | 22,934 | $898K | 0.0% | -6.3% | 0.001% | |
7/26/2024 | Conning Inc. | 919,755 | $35.96M | 1.3% | +0.8% | 0.023% | |
7/26/2024 | Simmons Bank | 78,398 | $3.07M | 0.2% | +11.5% | 0.002% | |
7/26/2024 | ABLE Financial Group LLC | 39,327 | $1.54M | 0.6% | +3.2% | 0.001% | |
|
7/26/2024 | WealthShield Partners LLC | 5,608 | $220K | 0.0% | -78.8% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 35,848 | $1.40M | 0.1% | -7.7% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 22,768 | $892K | 0.0% | -2.7% | 0.001% | |
7/26/2024 | LS Investment Advisors LLC | 7,232 | $283K | 0.0% | -12.1% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 86,470 | $3.39M | 0.5% | +16.8% | 0.002% | |
7/26/2024 | AustralianSuper Pty Ltd | 748,681 | $29.32M | 0.2% | +199.1% | 0.019% | |
7/26/2024 | Atomi Financial Group Inc. | 26,576 | $1.04M | 0.1% | -11.2% | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 438,510 | $17.17M | 0.1% | -10.9% | 0.011% | |
7/26/2024 | Wealth Advisory Solutions LLC | 6,236 | $244K | 0.1% | N/A | 0.000% | |
7/26/2024 | Legato Capital Management LLC | 46,145 | $1.81M | 0.2% | -25.1% | 0.001% | |
7/26/2024 | Railway Pension Investments Ltd | 767,400 | $30.05M | 0.4% | -2.9% | 0.020% | |
7/26/2024 | Latitude Advisors LLC | 9,002 | $353K | 0.2% | +6.3% | 0.000% | |
7/26/2024 | Pioneer Trust Bank N A OR | 150,544 | $5.90M | 1.6% | +1.4% | 0.004% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 11,599 | $454K | 0.0% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 2,576,730 | $100.91M | 0.2% | +24.8% | 0.066% | |
7/26/2024 | State of Michigan Retirement System | 1,071,989 | $41.98M | 0.2% | -1.3% | 0.027% | |
7/26/2024 | First Command Advisory Services Inc. | 11,753 | $460K | 0.0% | -5.4% | 0.000% | |
7/26/2024 | Alpha Omega Wealth Management LLC | 22,458 | $879K | 0.2% | -8.6% | 0.001% | |
7/26/2024 | SlateStone Wealth LLC | 9,105 | $357K | 0.0% | -16.4% | 0.000% | |
7/26/2024 | Rational Advisors LLC | 5,336 | $209K | 0.0% | +102.7% | 0.000% | |
7/26/2024 | Bailard Inc. | 152,062 | $5.96M | 0.2% | -1.7% | 0.004% | |
7/26/2024 | Bank of New York Mellon Corp | 31,431,917 | $1.23B | 0.2% | -4.0% | 0.801% | |
7/26/2024 | Catalyst Financial Partners LLC | 18,028 | $706K | 0.2% | -3.5% | 0.000% | |
7/26/2024 | Bristlecone Advisors LLC | 58,454 | $2.29M | 0.2% | +7.0% | 0.001% | |
7/26/2024 | Salomon & Ludwin LLC | 2,640 | $103K | 0.0% | -26.8% | 0.000% | |
7/26/2024 | TFG Advisers LLC | 9,980 | $391K | 0.2% | +12.0% | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 8,146 | $319K | 0.0% | +11.9% | 0.000% | |
7/25/2024 | Harbor Island Capital LLC | 171,893 | $6.73M | 2.9% | +17.4% | 0.004% | |
7/25/2024 | Easterly Investment Partners LLC | 143,341 | $5.61M | 0.5% | N/A | 0.004% | |
7/25/2024 | Hills Bank & Trust Co | 73,025 | $2.86M | 0.2% | +2.0% | 0.002% | |
7/25/2024 | Cypress Capital Group | 29,909 | $1.17M | 0.1% | -10.0% | 0.001% | |
7/25/2024 | Raymond James Trust N.A. | 455,990 | $17.86M | 0.4% | -2.8% | 0.012% | |
7/25/2024 | WD Rutherford LLC | 50,071 | $1.96M | 1.0% | -2.0% | 0.001% | |
7/25/2024 | Highland Capital Management LLC | 220,750 | $8.65M | 0.5% | -3.7% | 0.006% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/25/2024 | Calamos Advisors LLC | 837,249 | $32.79M | 0.1% | -35.2% | 0.021% | |
7/25/2024 | AMG National Trust Bank | 106,428 | $4.17M | 0.1% | +1.2% | 0.003% | |
7/25/2024 | Calamos Wealth Management LLC | 5,903 | $231K | 0.0% | -47.3% | 0.000% | |
7/25/2024 | Independence Bank of Kentucky | 6,308 | $247K | 0.1% | -50.1% | 0.000% | |
7/25/2024 | Optas LLC | 13,177 | $516K | 0.1% | +11.0% | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 9,702 | $380K | 0.0% | +21.7% | 0.000% | |
7/25/2024 | Aries Wealth Management | 8,956 | $351K | 0.1% | -35.0% | 0.000% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 20,570 | $806K | 0.1% | -10.2% | 0.001% | |
7/25/2024 | Institute for Wealth Management LLC. | 29,786 | $1.17M | 0.2% | -1.7% | 0.001% | |
7/25/2024 | Fullcircle Wealth LLC | 44,089 | $1.68M | 0.8% | N/A | 0.001% | |
7/25/2024 | RFP Financial Group LLC | 10,216 | $400K | 0.1% | +6.6% | 0.000% | |
7/25/2024 | Waterway Wealth Management LLC | 10,875 | $426K | 0.2% | +11.5% | 0.000% | |
7/25/2024 | Mn Services Vermogensbeheer B.V. | 1,587,300 | $62.16M | 0.4% | -2.2% | 0.040% | |
7/25/2024 | First Merchants Corp | 220,797 | $8.65M | 0.3% | -1.9% | 0.006% | |
7/25/2024 | Bank of Stockton | 24,647 | $965K | 0.3% | -4.8% | 0.001% | |
7/25/2024 | Beacon Capital Management LLC | 1,532 | $60K | 0.0% | -43.2% | 0.000% | |
7/25/2024 | Tributary Capital Management LLC | 3,487 | $137K | 0.0% | -63.4% | 0.000% | |
7/25/2024 | Atlantic Union Bankshares Corp | 29,728 | $1.16M | 0.1% | -10.4% | 0.001% | |
7/25/2024 | Capital Insight Partners LLC | 85,349 | $3.34M | 0.6% | -3.0% | 0.002% | |
7/24/2024 | LRI Investments LLC | 10,781 | $422K | 0.0% | +27.9% | 0.000% | |
7/24/2024 | EdgeRock Capital LLC | 3,239 | $127K | 0.1% | N/A | 0.000% | |
7/24/2024 | Family Firm Inc. | 4,009 | $157K | 0.0% | N/A | 0.000% | |
7/24/2024 | TrueWealth Advisors LLC | 7,295 | $286K | 0.1% | -7.8% | 0.000% | |
7/24/2024 | Tower Bridge Advisors | 59,137 | $2.32M | 0.2% | -15.5% | 0.002% | |
7/24/2024 | Grove Bank & Trust | 32,765 | $1.28M | 0.2% | +101.9% | 0.001% | |
7/24/2024 | Retirement Systems of Alabama | 863,427 | $33.81M | 0.1% | -1.3% | 0.022% | |
7/24/2024 | Processus Wealth & Capital Management LLC | 44,611 | $1.75M | 1.4% | +0.7% | 0.001% | |
7/24/2024 | Quotient Wealth Partners LLC | 29,346 | $1.15M | 0.0% | +45.4% | 0.001% | |
7/24/2024 | Herold Advisors Inc. | 51,170 | $2.00M | 0.5% | +3.2% | 0.001% | |
7/24/2024 | Lebenthal Global Advisors LLC | 13,884 | $544K | 0.1% | -33.1% | 0.000% | |
7/24/2024 | Avitas Wealth Management LLC | 57,462 | $2.25M | 0.3% | -17.8% | 0.001% | |
7/24/2024 | Everhart Financial Group Inc. | 18,728 | $733K | 0.2% | +3.2% | 0.000% | |
7/24/2024 | Premier Path Wealth Partners LLC | 56,282 | $2.20M | 0.4% | -3.0% | 0.001% | |
7/24/2024 | Catalina Capital Group LLC | 18,699 | $732K | 0.3% | -11.1% | 0.000% | |
7/24/2024 | Bowman & Co S.C. | 32,265 | $1.26M | 0.7% | +11.0% | 0.001% | |
7/24/2024 | Diversified LLC | 13,808 | $541K | 0.1% | +15.9% | 0.000% | |
7/24/2024 | MontVue Capital Management Inc. | 6,037 | $236K | 0.2% | N/A | 0.000% | |
7/24/2024 | JB Capital LLC | 394,861 | $15.46M | 1.0% | +31.3% | 0.010% | |
7/24/2024 | New York State Teachers Retirement System | 3,989,363 | $156.22M | 0.3% | -4.1% | 0.102% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,394 | $446K | 0.1% | -26.5% | 0.000% | |
7/24/2024 | Nicholas Company Inc. | 130,275 | $5.10M | 0.1% | +163.2% | 0.003% | |
7/24/2024 | Louisiana State Employees Retirement System | 532,400 | $20.85M | 0.4% | -1.7% | 0.014% | |
7/24/2024 | DT Investment Partners LLC | 7,035 | $275K | 0.0% | +26.4% | 0.000% | |
7/24/2024 | &PARTNERS | 237,739 | $9.30M | 0.4% | +515.9% | 0.006% | |
7/23/2024 | Geneos Wealth Management Inc. | 101,466 | $3.97M | 0.2% | -11.5% | 0.003% | |
7/23/2024 | Boothe Investment Group Inc. | 138,512 | $5.29M | 2.5% | +24.9% | 0.004% | |
7/23/2024 | Tevis Investment Management | 37,382 | $1.46M | 1.2% | -7.1% | 0.001% | |
7/23/2024 | Precedent Wealth Partners LLC | 17,770 | $696K | 0.3% | +10.6% | 0.000% | |
7/23/2024 | SOL Capital Management CO | 70,287 | $2.75M | 0.3% | +3.0% | 0.002% | |
7/23/2024 | HTLF Bank | 15,274 | $598K | 0.1% | -6.3% | 0.000% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/23/2024 | GYL Financial Synergies LLC | 10,875 | $426K | 0.0% | -9.7% | 0.000% | |
7/23/2024 | Hennessy Advisors Inc. | 118,200 | $4.63M | 0.2% | -2.1% | 0.003% | |
7/23/2024 | St. James Investment Company LLC | 568,450 | $22.26M | 3.9% | -4.8% | 0.014% | |
7/23/2024 | Atlas Brown Inc. | 31,369 | $1.23M | 0.4% | -0.9% | 0.001% | |
7/23/2024 | Scharf Investments LLC | 4,916,005 | $192.51M | 5.5% | -5.1% | 0.125% | |
7/23/2024 | Kiley Juergens Wealth Management LLC | 21,759 | $852K | 0.2% | -7.2% | 0.001% | |
7/23/2024 | Oak Family Advisors LLC | 8,840 | $346K | 0.1% | -10.2% | 0.000% | |
7/23/2024 | Harbour Trust & Investment Management Co | 10,400 | $407K | 0.0% | -39.2% | 0.000% | |
7/23/2024 | Traphagen Investment Advisors LLC | 8,093 | $317K | 0.0% | -17.0% | 0.000% | |
7/23/2024 | Benin Management CORP | 11,527 | $451K | 0.1% | +126.7% | 0.000% | |