| 8/15/2025 | State of Tennessee Department of Treasury | 669,829 | $21.86M | 0.1% | -3.7% | 0.036% | |
| 8/15/2025 | Captrust Financial Advisors | 405,828 | $13.24M | 0.0% | +0.8% | 0.022% | |
| 8/15/2025 | WFA of San Diego LLC | 846 | $28K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | BI Asset Management Fondsmaeglerselskab A S | 74,410 | $2.43M | 0.0% | +3.2% | 0.004% | |
| 8/14/2025 | Heritage Wealth Management Inc. | 27,013 | $881K | 0.3% | -1.0% | 0.001% | |
| 8/14/2025 | SVB Wealth LLC | 24,738 | $807K | 0.0% | N/A | 0.001% | |
| 8/13/2025 | Baird Financial Group Inc. | 410,773 | $13.40M | 0.0% | -0.9% | 0.022% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 10,467 | $342K | 0.0% | -17.1% | 0.001% | |
| 8/13/2025 | Alpha Family Trust | 12,270 | $400K | 0.2% | -14.3% | 0.001% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 686 | $25K | 0.0% | N/A | 0.000% | |
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| 8/13/2025 | River Road Asset Management LLC | 1,560,575 | $55.46M | 0.7% | -21.6% | 0.084% | |
| 8/13/2025 | New York State Common Retirement Fund | 2,269,475 | $74.05M | 0.1% | -2.3% | 0.122% | |
| 8/13/2025 | Colonial Trust Advisors | 4,149 | $135K | 0.0% | -15.3% | 0.000% | |
| 8/12/2025 | FourThought Financial Partners LLC | 101,818 | $3.32M | 0.3% | +0.6% | 0.005% | |
| 8/12/2025 | Resolute Wealth Strategies LLC | 6,431 | $210K | 0.1% | N/A | 0.000% | |
| 8/12/2025 | Walled Lake Planning & Wealth Management LLC | 12,838 | $419K | 0.1% | -50.0% | 0.001% | |
| 8/12/2025 | Rhumbline Advisers | 3,441,560 | $112.30M | 0.1% | -3.4% | 0.185% | |
| 8/12/2025 | Handelsbanken Fonder AB | 1,062,622 | $34.67M | 0.1% | -5.8% | 0.057% | |
| 8/11/2025 | Rothschild Investment LLC | 5,828 | $190K | 0.0% | -16.1% | 0.000% | |
| 8/8/2025 | Burling Wealth Partners LLC | 7,657 | $250K | 0.0% | -23.9% | 0.000% | |
| 8/7/2025 | Rathbones Group PLC | 172,051 | $5.61M | 0.0% | -4.1% | 0.009% | |
| 8/6/2025 | Cornerstone Investment Partners LLC | 73,156 | $2.39M | 0.1% | -2.3% | 0.004% | |
| 8/6/2025 | Cbre Investment Management Listed Real Assets LLC | 519,551 | $16.95M | 0.3% | -65.3% | 0.028% | |
| 8/6/2025 | Sound Shore Management Inc CT | 3,106,993 | $101.38M | 3.5% | -0.1% | 0.167% | |
| 8/6/2025 | First Horizon Advisors Inc. | 7,713 | $252K | 0.0% | -3.8% | 0.000% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 7,268 | $237K | 0.0% | N/A | 0.000% | |
| 8/5/2025 | Elyxium Wealth LLC | 6,288 | $205K | 0.1% | N/A | 0.000% | |
| 8/5/2025 | Sumitomo Life Insurance Co. | 41,092 | $1.34M | 0.1% | -5.5% | 0.002% | |
| 8/4/2025 | Amalgamated Bank | 365,067 | $11.91M | 0.1% | -3.3% | 0.020% | |
| 8/4/2025 | Arkadios Wealth Advisors | 48,182 | $1.57M | 0.0% | +83.4% | 0.003% | |
| 8/4/2025 | L.M. Kohn & Company | 9,320 | $304K | 0.1% | -66.7% | 0.000% | |
| 7/31/2025 | First Business Financial Services Inc. | 11,620 | $379K | 0.0% | -81.9% | 0.001% | |
| 7/30/2025 | Strategic Blueprint LLC | 8,022 | $262K | 0.0% | +14.4% | 0.000% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 8,320 | $271K | 0.0% | -13.0% | 0.000% | |
| 7/29/2025 | Praxis Investment Management Inc. | 21,990 | $718K | 0.0% | -41.4% | 0.001% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 5,528 | $180K | 0.0% | -23.7% | 0.000% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 16,557 | $540K | 0.1% | +12.5% | 0.001% | |
| 7/25/2025 | LRI Investments LLC | 7,662 | $250K | 0.0% | -7.2% | 0.000% | |
| 7/24/2025 | Folger Nolan Fleming Douglas Capital Management Inc. | 24,151 | $788K | 0.1% | -1.2% | 0.001% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 7,993 | $261K | 0.0% | -61.3% | 0.000% | |
Genesis 14:13-17 [HIDDEN MEANING?] (Ad) A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century.
Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available. Watch the presentation on America’s hidden birthright |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 57,382 | $1.87M | 0.0% | -8.4% | 0.003% | |
| 7/22/2025 | Knights of Columbus Asset Advisors LLC | 186,778 | $6.10M | 0.4% | +1.6% | 0.010% | |
| 7/22/2025 | Mount Vernon Associates Inc. MD | 90,000 | $2.94M | 2.1% | -10.0% | 0.005% | |
| 7/21/2025 | Stock Yards Bank & Trust Co. | 45,558 | $1.49M | 0.0% | +0.9% | 0.002% | |
| 7/21/2025 | Crews Bank & Trust | 13,196 | $431K | 0.1% | +15.8% | 0.001% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 88,842 | $2.90M | 0.3% | -13.9% | 0.005% | |
| 7/18/2025 | First United Bank & Trust | 57,466 | $1.88M | 0.7% | -6.5% | 0.003% | |
| 7/17/2025 | Clean Yield Group | 1,030 | $34K | 0.0% | -35.2% | 0.000% | |
| 7/17/2025 | City Holding Co. | 24,938 | $814K | 0.1% | -6.6% | 0.001% | |
| 7/16/2025 | Augustine Asset Management Inc. | 72,243 | $2.36M | 0.6% | +1.3% | 0.004% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 19,343 | $631K | 0.0% | -2.9% | 0.001% | |
| 7/15/2025 | TD Private Client Wealth LLC | 42,098 | $1.37M | 0.0% | +39.9% | 0.002% | |
| 7/14/2025 | GAMMA Investing LLC | 42,806 | $1.40M | 0.1% | +19.2% | 0.002% | |
| 7/11/2025 | Farther Finance Advisors LLC | 26,745 | $873K | 0.0% | +89.0% | 0.001% | |
| 7/11/2025 | Adirondack Trust Co. | 21,486 | $701K | 0.3% | -20.3% | 0.001% | |
| 7/11/2025 | Miller Howard Investments Inc. NY | 204,640 | $6.68M | 0.2% | +8.4% | 0.011% | |
| 7/10/2025 | Trust Point Inc. | 8,080 | $264K | 0.0% | -6.1% | 0.000% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 3,626 | $118K | 0.1% | -16.9% | 0.000% | |
| 7/7/2025 | Somerset Trust Co | 6,368 | $208K | 0.1% | N/A | 0.000% | |
| 7/1/2025 | Park National Corp OH | 135,592 | $4.42M | 0.1% | -10.3% | 0.007% | |
| 7/1/2025 | Rowlandmiller & PARTNERS.ADV | 88,608 | $2.89M | 0.6% | -1.2% | 0.005% | |
| 6/10/2025 | BROOKFIELD Corp ON | 765,511 | $22.53M | 0.1% | -42.8% | 0.041% | |
| 6/3/2025 | Inspire Investing LLC | 10,691 | $315K | 0.0% | -71.4% | 0.001% | |
| 6/2/2025 | Modern Wealth Management LLC | 17,518 | $516K | 0.0% | +9.8% | 0.001% | |
| 5/28/2025 | Strs Ohio | 1,006,268 | $29.61M | 0.1% | N/A | 0.054% | |
| 5/28/2025 | Foresight Group Ltd Liability Partnership | 51,687 | $1.50M | 0.2% | N/A | 0.003% | |
| 5/27/2025 | Jacobi Capital Management LLC | 43,356 | $1.28M | 0.1% | +9.7% | 0.002% | |
| 5/27/2025 | Advisors Capital Management LLC | 9,468 | $279K | 0.0% | -7.6% | 0.001% | |
| 5/21/2025 | Reliant Investment Partners LLC | 36,266 | $1.07M | 1.1% | -1.9% | 0.002% | |
| 5/21/2025 | Acadian Asset Management LLC | 5,847 | $172K | 0.0% | -67.0% | 0.000% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 68,725 | $2.02M | 0.1% | -4.4% | 0.004% | |
| 5/21/2025 | IFM Investors Pty Ltd | 474,889 | $13.98M | 0.2% | -14.2% | 0.025% | |
| 5/20/2025 | Belpointe Asset Management LLC | 9,875 | $291K | 0.0% | +32.8% | 0.001% | |
| 5/20/2025 | Focus Partners Wealth | 1,447,099 | $42.59M | 0.1% | +6.7% | 0.077% | |
| 5/20/2025 | Integrity Alliance LLC. | 15,188 | $447K | 0.0% | +101.8% | 0.001% | |
| 5/20/2025 | Ransom Advisory Ltd | 13,700 | $403K | 0.2% | N/A | 0.001% | |
| 5/20/2025 | Glenview Trust co | 845,263 | $24.88M | 0.5% | +1.1% | 0.045% | |
| 5/20/2025 | Aspen Investment Management Inc | 48,923 | $1.44M | 0.7% | -10.6% | 0.003% | |
| 5/19/2025 | SageView Advisory Group LLC | 16,619 | $489K | 0.0% | +51.2% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 34,655 | $1.02M | 0.0% | -2.0% | 0.002% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 15,312,107 | $450.64M | 0.1% | +19.1% | 0.815% | |
| 5/19/2025 | DCM Advisors LLC | 107,207 | $3.14M | 1.7% | -5.3% | 0.006% | |
| 5/16/2025 | Woodline Partners LP | 1,151,161 | $33.88M | 0.2% | +127.7% | 0.061% | |
| 5/16/2025 | Zimmer Partners LP | 90,000 | $2.65M | 0.0% | +9.1% | 0.005% | |
| 5/16/2025 | McIlrath & Eck LLC | 3,239 | $95K | 0.0% | +217.5% | 0.000% | |
| 5/16/2025 | Empowered Funds LLC | 280,476 | $8.25M | 0.1% | +38.8% | 0.015% | |
| 5/16/2025 | Logan Capital Management Inc. | 7,601 | $224K | 0.0% | -4.6% | 0.000% | |
| 5/16/2025 | MBB Public Markets I LLC | 10,572 | $311K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Ascent Group LLC | 45,929 | $1.35M | 0.1% | -5.1% | 0.002% | |
| 5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 141,061 | $4.15M | 0.2% | +418.8% | 0.008% | |
Genesis 14:13-17 [HIDDEN MEANING?] (Ad) A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century.
Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available. Watch the presentation on America’s hidden birthright |
| 5/16/2025 | Arete Wealth Advisors LLC | 22,533 | $663K | 0.0% | +4.7% | 0.001% | |
| 5/16/2025 | Great Lakes Advisors LLC | 2,727,393 | $80.08M | 0.7% | -0.7% | 0.145% | |
| 5/16/2025 | Caxton Associates LLP | 23,534 | $693K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 94,601 | $2.78M | 0.1% | +3.3% | 0.005% | |
| 5/16/2025 | Sciencast Management LP | 120,932 | $3.56M | 0.8% | N/A | 0.006% | |
| 5/16/2025 | Voleon Capital Management LP | 266,375 | $7.84M | 0.6% | -7.6% | 0.014% | |
| 5/16/2025 | Jones Financial Companies Lllp | 338,001 | $9.96M | 0.0% | -48.6% | 0.018% | |
| 5/16/2025 | Dynamic Technology Lab Private Ltd | 104,290 | $3.07M | 0.4% | N/A | 0.006% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 15,021 | $422K | 0.2% | +89.9% | 0.001% | |
| 5/16/2025 | USS Investment Management Ltd | 355,231 | $10.45M | 0.1% | -17.8% | 0.019% | |
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