| 7/22/2025 | Belpointe Asset Management LLC | 327 | $260K | 0.0% | -45.4% | 0.000% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 1,041 | $827K | 0.0% | N/A | 0.001% | |
| 7/22/2025 | Appleton Partners Inc. MA | 2,669 | $2.12M | 0.2% | -3.3% | 0.003% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 8,157,100 | $6.49B | 19.8% | +298,148.6% | 8.339% | |
| 7/22/2025 | Knights of Columbus Asset Advisors LLC | 12,316 | $9.80M | 0.6% | -5.0% | 0.013% | |
| 7/22/2025 | Three Bridge Wealth Advisors LLC | 289 | $230K | 0.1% | N/A | 0.000% | |
| 7/22/2025 | Clarius Group LLC | 474 | $377K | 0.0% | -18.8% | 0.000% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 1,436 | $1.14M | 0.1% | -5.2% | 0.001% | |
| 7/21/2025 | Quent Capital LLC | 286 | $228K | 0.0% | +4.8% | 0.000% | |
| 7/21/2025 | QRG Capital Management Inc. | 1,432 | $1.14M | 0.0% | -4.8% | 0.001% | |
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| 7/21/2025 | Segment Wealth Management LLC | 1,070 | $851K | 0.1% | -9.7% | 0.001% | |
| 7/21/2025 | Stock Yards Bank & Trust Co. | 14,846 | $11.81M | 0.4% | +0.9% | 0.015% | |
| 7/21/2025 | Ascent Group LLC | 437 | $348K | 0.0% | +14.1% | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 99 | $79K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Vanderbilt University | 4,836 | $3.85M | 0.7% | -35.0% | 0.005% | |
| 7/21/2025 | Copeland Capital Management LLC | 15,158 | $12.06M | 0.2% | +0.6% | 0.015% | |
| 7/21/2025 | Barton Investment Management | 37,662 | $29.96M | 3.1% | +0.1% | 0.039% | |
| 7/21/2025 | Hilltop National Bank | 372 | $296K | 0.1% | N/A | 0.000% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 20,709 | $16.47M | 0.1% | +2.1% | 0.021% | |
| 7/21/2025 | J. Safra Sarasin Holding AG | 2,870 | $2.28M | 0.0% | +62.8% | 0.003% | |
| 7/21/2025 | Lecap Asset Management Ltd. | 1,579 | $1.26M | 0.4% | -50.4% | 0.002% | |
| 7/21/2025 | ASR Vermogensbeheer N.V. | 13,770 | $10.95M | 0.1% | -0.4% | 0.014% | |
| 7/18/2025 | Brookmont Capital Management | 3,107 | $2.47M | 1.4% | -2.4% | 0.003% | |
| 7/18/2025 | Vert Asset Management LLC | 23,621 | $18.79M | 6.8% | -3.4% | 0.024% | |
| 7/18/2025 | Robeco Institutional Asset Management B.V. | 60,537 | $48.16M | 0.1% | +11.9% | 0.062% | |
| 7/18/2025 | Childress Capital Advisors LLC | 331 | $263K | 0.1% | +18.2% | 0.000% | |
| 7/18/2025 | PFG Investments LLC | 1,114 | $886K | 0.1% | N/A | 0.001% | |
| 7/18/2025 | LBP AM SA | 61,340 | $48.79M | 0.7% | +29.1% | 0.063% | |
| 7/18/2025 | Truist Financial Corp | 54,718 | $43.53M | 0.1% | +4.6% | 0.056% | |
| 7/18/2025 | First United Bank & Trust | 754 | $600K | 0.2% | +36.3% | 0.001% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 6,519 | $5.19M | 0.1% | +2,016.6% | 0.007% | |
| 7/17/2025 | Greenleaf Trust | 1,711 | $1.36M | 0.0% | +5.3% | 0.002% | |
| 7/17/2025 | HB Wealth Management LLC | 2,250 | $1.79M | 0.0% | +13.0% | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 8,013 | $6.37M | 0.0% | -5.4% | 0.008% | |
| 7/17/2025 | Taylor Frigon Capital Management LLC | 2,204 | $1.75M | 0.9% | -1.5% | 0.002% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 341 | $271K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 3,552 | $2.83M | 0.2% | +164.1% | 0.004% | |
| 7/17/2025 | Albion Financial Group UT | 755 | $601K | 0.0% | -5.9% | 0.001% | |
| 7/17/2025 | V Square Quantitative Management LLC | 1,912 | $1.52M | 0.2% | -13.6% | 0.002% | |
| 7/17/2025 | Independence Bank of Kentucky | 859 | $683K | 0.1% | +5.7% | 0.001% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
| 7/17/2025 | Worth Financial Advisory Group LLC | 636 | $506K | 0.3% | +5.3% | 0.001% | |
| 7/16/2025 | Signaturefd LLC | 1,498 | $1.19M | 0.0% | +3.3% | 0.002% | |
| 7/16/2025 | State of Alaska Department of Revenue | 58,782 | $46.76M | 0.5% | -0.1% | 0.060% | |
| 7/16/2025 | Patton Fund Management Inc. | 261 | $208K | 0.1% | N/A | 0.000% | |
| 7/16/2025 | Kathmere Capital Management LLC | 275 | $219K | 0.0% | N/A | 0.000% | |
| 7/16/2025 | FCG Investment Co | 977 | $777K | 0.4% | -26.9% | 0.001% | |
| 7/16/2025 | Cox Capital Mgt LLC | 3,741 | $2.98M | 2.0% | -2.3% | 0.004% | |
| 7/16/2025 | CX Institutional | 385 | $306K | 0.0% | +6.4% | 0.000% | |
| 7/16/2025 | American National Bank & Trust | 107 | $85K | 0.0% | +114.0% | 0.000% | |
| 7/16/2025 | Hartford Investment Management Co. | 5,900 | $4.69M | 0.1% | -0.6% | 0.006% | |
| 7/16/2025 | AAFMAA Wealth Management & Trust LLC | 1,173 | $933K | 0.4% | -31.7% | 0.001% | |
| 7/16/2025 | Dakota Wealth Management | 6,580 | $5.23M | 0.1% | +0.7% | 0.007% | |
| 7/16/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 3,570 | $2.84M | 0.1% | +20.2% | 0.004% | |
| 7/16/2025 | Perigon Wealth Management LLC | 1,120 | $891K | 0.0% | +2.8% | 0.001% | |
| 7/15/2025 | Beacon Investment Advisory Services Inc. | 7,067 | $5.62M | 0.2% | +10.6% | 0.007% | |
| 7/15/2025 | TD Private Client Wealth LLC | 189 | $150K | 0.0% | -7.8% | 0.000% | |
| 7/15/2025 | Mather Group LLC. | 1,334 | $1.06M | 0.0% | -6.4% | 0.001% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 179,481 | $142.77M | 0.5% | +1.5% | 0.183% | |
| 7/15/2025 | Ballentine Partners LLC | 1,561 | $1.24M | 0.0% | +14.1% | 0.002% | |
| 7/15/2025 | Norden Group LLC | 279 | $222K | 0.0% | N/A | 0.000% | |
| 7/15/2025 | Fifth Third Bancorp | 10,774 | $8.57M | 0.0% | -2.6% | 0.011% | |
| 7/15/2025 | CCM Investment Advisers LLC | 13,322 | $10.60M | 1.1% | +0.5% | 0.014% | |
| 7/14/2025 | CHICAGO TRUST Co NA | 440 | $350K | 0.0% | +12.0% | 0.000% | |
| 7/14/2025 | Lederer & Associates Investment Counsel CA | 560 | $445K | 0.3% | -28.5% | 0.001% | |
| 7/14/2025 | GAMMA Investing LLC | 1,363 | $1.08M | 0.1% | +24.8% | 0.001% | |
| 7/14/2025 | Iams Wealth Management LLC | 1,146 | $912K | 0.4% | -16.7% | 0.001% | |
| 7/14/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 4,000 | $3.18M | 0.2% | +33.3% | 0.004% | |
| 7/14/2025 | Border to Coast Pensions Partnership Ltd | 62,498 | $49.72M | 0.9% | -7.4% | 0.064% | |
| 7/14/2025 | Avanza Fonder AB | 6,857 | $5.46M | 0.2% | +8.4% | 0.007% | |
| 7/11/2025 | Arthur M. Cohen & Associates LLC | 3,292 | $2.62M | 0.5% | +7.4% | 0.003% | |
| 7/11/2025 | BTC Capital Management Inc. | 896 | $713K | 0.1% | +4.6% | 0.001% | |
| 7/11/2025 | Cardinal Capital Management Inc. | 16,193 | $12.88M | 0.4% | -5.5% | 0.017% | |
| 7/11/2025 | CX Institutional | 385 | $306K | 0.0% | +6.4% | 0.000% | |
| 7/11/2025 | Harbour Capital Advisors LLC | 2,658 | $2.11M | 0.4% | -6.4% | 0.003% | |
| 7/11/2025 | UMB Bank n.a. | 184 | $146K | 0.0% | -29.2% | 0.000% | |
| 7/11/2025 | Weatherly Asset Management L. P. | 5,077 | $4.04M | 0.3% | +0.6% | 0.005% | |
| 7/11/2025 | BDF Gestion | 2,802 | $2.23M | 0.3% | -9.9% | 0.003% | |
| 7/11/2025 | Global X Japan Co. Ltd. | 277 | $220K | 0.0% | +25.3% | 0.000% | |
| 7/11/2025 | Phillips Wealth Planners LLC | 580 | $445K | 0.4% | -18.0% | 0.001% | |
| 7/11/2025 | Miller Howard Investments Inc. NY | 4,788 | $3.81M | 0.1% | +23.9% | 0.005% | |
| 7/11/2025 | Diversified Trust Co | 4,379 | $3.48M | 0.1% | +416.4% | 0.004% | |
| 7/11/2025 | Assenagon Asset Management S.A. | 3,974 | $3.16M | 0.0% | +2.8% | 0.004% | |
| 7/11/2025 | Perpetual Ltd | 3,152 | $2.51M | 0.0% | -8.6% | 0.003% | |
| 7/11/2025 | IFM Investors Pty Ltd | 35,781 | $28.46M | 0.3% | -6.8% | 0.037% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 533 | $424K | 0.0% | -7.9% | 0.001% | |
| 7/10/2025 | Mogy Joel R Investment Counsel Inc. | 4,080 | $3.25M | 0.2% | -6.5% | 0.004% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 1,137 | $904K | 0.0% | +143.5% | 0.001% | |
| 7/10/2025 | Fulton Bank N.A. | 549 | $437K | 0.0% | -9.4% | 0.001% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,169 | $4.07M | 0.0% | +13.4% | 0.005% | |
| 7/10/2025 | Atticus Wealth Management LLC | 37 | $29K | 0.0% | N/A | 0.000% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
For the moment, you can watch this interview free of charge – just click here. |
| 7/10/2025 | Bath Savings Trust Co | 10,503 | $8.36M | 0.8% | +4.1% | 0.011% | |
| 7/10/2025 | Swedbank AB | 274,985 | $218.74M | 0.2% | +2.3% | 0.281% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 150 | $119K | 0.0% | +188.5% | 0.000% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 46,459 | $36.96M | 0.3% | +18.7% | 0.047% | |
| 7/10/2025 | Shira Ridge Wealth Management | 762 | $606K | 0.3% | +2.7% | 0.001% | |
| 7/9/2025 | Sarasin & Partners LLP | 10,677 | $8.49M | 0.1% | +0.2% | 0.011% | |
| 7/9/2025 | Pines Wealth Management LLC | 359 | $283K | 0.1% | N/A | 0.000% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 357 | $284K | 0.0% | N/A | 0.000% | |
| 7/9/2025 | Gateway Investment Advisers LLC | 575 | $457K | 0.0% | -6.8% | 0.001% | |
| 7/9/2025 | Goelzer Investment Management Inc. | 3,557 | $2.83M | 0.2% | -9.3% | 0.004% | |
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