5/1/2025 | Ballentine Partners LLC | 2,406 | $289K | 0.0% | +26.8% | 0.002% | |
5/1/2025 | Chapman Investment Management LLC | 20,001 | $2.41M | 1.8% | +5.5% | 0.015% | |
5/1/2025 | Xponance Inc. | 21,751 | $2.62M | 0.0% | +0.7% | 0.016% | |
4/30/2025 | Genus Capital Management Inc. | 33,200 | $3.99M | 0.6% | N/A | 0.024% | |
4/30/2025 | State of Michigan Retirement System | 40,108 | $4.82M | 0.0% | -0.2% | 0.029% | |
4/30/2025 | Cerity Partners LLC | 76,729 | $9.23M | 0.0% | +4.2% | 0.056% | |
4/30/2025 | Alps Advisors Inc. | 13,927 | $1.68M | 0.0% | +29.6% | 0.010% | |
4/30/2025 | Stonebrook Private Inc. | 23,530 | $2.83M | 0.7% | -2.9% | 0.017% | |
4/30/2025 | MainStreet Investment Advisors LLC | 3,252 | $391K | 0.1% | -18.7% | 0.002% | |
4/30/2025 | Leavell Investment Management Inc. | 9,000 | $1.08M | 0.1% | +12.0% | 0.007% | |
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4/30/2025 | Gordian Advisors LLC | 2,145 | $258K | 0.2% | -7.3% | 0.002% | |
4/30/2025 | Nisa Investment Advisors LLC | 19,305 | $2.32M | 0.0% | +23.5% | 0.014% | |
4/30/2025 | Banque Pictet & Cie SA | 73,991 | $8.90M | 0.1% | +2.3% | 0.054% | |
4/30/2025 | New Mexico Educational Retirement Board | 6,550 | $788K | 0.0% | -3.0% | 0.005% | |
4/30/2025 | Lakeside Advisors INC. | 32,152 | $3.87M | 2.6% | -0.8% | 0.023% | |
4/30/2025 | Arcadia Investment Management Corp MI | 1,150 | $138K | 0.0% | -20.7% | 0.001% | |
4/30/2025 | Greenleaf Trust | 4,540 | $546K | 0.0% | +2.5% | 0.003% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 814,261 | $95.61M | 0.2% | +1.3% | 0.591% | |
4/30/2025 | Personal CFO Solutions LLC | 2,262 | $272K | 0.1% | N/A | 0.002% | |
4/30/2025 | M&T Bank Corp | 16,391 | $1.97M | 0.0% | -9.4% | 0.012% | |
4/30/2025 | Stratos Wealth Partners LTD. | 2,232 | $269K | 0.0% | -12.4% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 10,390 | $1.25M | 0.0% | +2.4% | 0.008% | |
4/30/2025 | Crossmark Global Holdings Inc. | 8,995 | $1.08M | 0.0% | -76.6% | 0.007% | |
4/29/2025 | TD Private Client Wealth LLC | 372 | $45K | 0.0% | -23.8% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,012,257 | $121.72M | 0.0% | +17.1% | 0.735% | |
4/29/2025 | Penserra Capital Management LLC | 7,517 | $903K | 0.0% | +652.5% | 0.005% | |
4/29/2025 | Hendley & Co. Inc. | 36,445 | $4.38M | 1.5% | +1.1% | 0.026% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,071 | $369K | 0.0% | +4.1% | 0.002% | |
4/29/2025 | Simmons Bank | 2,901 | $349K | 0.0% | -28.4% | 0.002% | |
4/29/2025 | Bank of New York Mellon Corp | 924,592 | $111.18M | 0.0% | -6.0% | 0.671% | |
4/29/2025 | World Investment Advisors | 7,530 | $905K | 0.0% | +208.4% | 0.005% | |
4/29/2025 | Capital Investment Advisory Services LLC | 2,024 | $243K | 0.0% | N/A | 0.001% | |
4/29/2025 | Catalyst Capital Advisors LLC | 527 | $63K | 0.0% | N/A | 0.000% | |
4/29/2025 | Nichols & Pratt Advisers LLP MA | 14,571 | $1.75M | 0.1% | -26.6% | 0.011% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 922 | $111K | 0.0% | -19.0% | 0.001% | |
4/29/2025 | IFM Investors Pty Ltd | 30,481 | $4.01M | 0.0% | +13.1% | 0.022% | |
4/29/2025 | Checchi Capital Advisers LLC | 1,791 | $215K | 0.0% | -5.4% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 38,169 | $4.59M | 0.0% | -1.2% | 0.028% | |
4/28/2025 | Principal Financial Group Inc. | 1,241,497 | $149.29M | 0.1% | -1.4% | 0.901% | |
4/28/2025 | Tandem Investment Advisors Inc. | 361,776 | $43.50M | 1.5% | -2.0% | 0.263% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
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4/28/2025 | Resonant Capital Advisors LLC | 8,025 | $965K | 0.1% | +5.0% | 0.006% | |
4/28/2025 | Teacher Retirement System of Texas | 179,546 | $21.59M | 0.1% | -15.1% | 0.130% | |
4/28/2025 | First Horizon Advisors Inc. | 1,156 | $139K | 0.0% | +291.9% | 0.001% | |
4/28/2025 | Revisor Wealth Management LLC | 3,561 | $428K | 0.2% | +63.3% | 0.003% | |
4/28/2025 | Rossby Financial LCC | 831 | $100K | 0.0% | N/A | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 1,690 | $203K | 0.0% | N/A | 0.001% | |
4/28/2025 | Smith Group Asset Management LLC | 4,350 | $523K | 0.0% | +79.8% | 0.003% | |
4/28/2025 | Vontobel Holding Ltd. | 2,508 | $302K | 0.0% | -18.4% | 0.002% | |
4/25/2025 | Deseret Mutual Benefit Administrators | 1,658 | $199K | 0.1% | +6.6% | 0.001% | |
4/25/2025 | Franklin Parlapiano Turner & Welch LLC | 67,184 | $8.08M | 2.2% | +0.6% | 0.049% | |
4/25/2025 | Cairn Investment Group Inc. | 44,004 | $5.29M | 3.0% | +2.8% | 0.032% | |
4/25/2025 | Eads & Heald Wealth Management | 18,674 | $2.25M | 1.1% | -1.9% | 0.014% | |
4/25/2025 | New York State Teachers Retirement System | 93,606 | $11.26M | 0.0% | -8.4% | 0.068% | |
4/25/2025 | Amalgamated Bank | 27,550 | $3.31M | 0.0% | +0.6% | 0.020% | |
4/25/2025 | Buttonwood Financial Advisors Inc. | 2,164 | $260K | 0.1% | -6.5% | 0.002% | |
4/25/2025 | KBC Group NV | 543,955 | $65.41M | 0.2% | +60.1% | 0.395% | |
4/25/2025 | Sovran Advisors LLC | 7,756 | $933K | 0.1% | +55.4% | 0.006% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 386,782 | $46.51M | 0.0% | -0.6% | 0.281% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 89,593 | $10.95M | 0.0% | -37.2% | 0.065% | |
4/24/2025 | 3Chopt Investment Partners LLC | 12,308 | $1.48M | 0.4% | +2.1% | 0.009% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 73,302 | $8.78M | 0.0% | -19.4% | 0.053% | |
4/24/2025 | Achmea Investment Management B.V. | 9,922 | $1.19M | 0.0% | -83.9% | 0.007% | |
4/24/2025 | Diversified Trust Co | 10,635 | $1.28M | 0.0% | +1.7% | 0.008% | |
4/24/2025 | Perpetual Ltd | 5,304 | $638K | 0.0% | +21.8% | 0.004% | |
4/23/2025 | Sequoia Financial Advisors LLC | 2,728 | $328K | 0.0% | -10.0% | 0.002% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 161,512 | $19.42M | 0.0% | -15.1% | 0.117% | |
4/23/2025 | Pure Financial Advisors LLC | 3,099 | $373K | 0.0% | +9.8% | 0.002% | |
4/23/2025 | Alpine Bank Wealth Management | 220 | $26K | 0.0% | N/A | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 14,217 | $1.71M | 0.0% | -55.2% | 0.010% | |
4/23/2025 | MOKAN Wealth Management Inc. | 10,699 | $1.29M | 0.8% | +8.9% | 0.008% | |
4/23/2025 | Strategic Investment Advisors MI | 8,267 | $994K | 0.1% | -3.7% | 0.006% | |
4/23/2025 | Moran Wealth Management LLC | 4,897 | $589K | 0.0% | -91.4% | 0.004% | |
4/23/2025 | International Assets Investment Management LLC | 2,998 | $361K | 0.0% | +34.9% | 0.002% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 73,413 | $8.83M | 0.0% | -0.6% | 0.053% | |
4/23/2025 | Asset Management One Co. Ltd. | 72,825 | $8.76M | 0.0% | -4.1% | 0.053% | |
4/23/2025 | GHP Investment Advisors Inc. | 90,141 | $10.84M | 0.5% | +4.4% | 0.065% | |
4/23/2025 | Oppenheimer & Co. Inc. | 3,987 | $479K | 0.0% | +9.9% | 0.003% | |
4/22/2025 | Brown Lisle Cummings Inc. | 3,479 | $418K | 0.1% | +7.0% | 0.003% | |
4/22/2025 | Duncker Streett & Co. Inc. | 702 | $84K | 0.0% | -74.0% | 0.001% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,546 | $667K | 0.0% | +17.7% | 0.004% | |
4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 4,049 | $487K | 0.0% | -44.4% | 0.003% | |
4/22/2025 | Kentucky Retirement Systems | 9,507 | $1.14M | 0.0% | -2.0% | 0.007% | |
4/22/2025 | Brendel Financial Advisors LLC | 26,236 | $3.16M | 1.9% | N/A | 0.019% | |
4/22/2025 | Garde Capital Inc. | 306 | $37K | 0.0% | N/A | 0.000% | |
4/22/2025 | Castleview Partners LLC | 3,243 | $390K | 0.3% | -8.2% | 0.002% | |
4/21/2025 | Avior Wealth Management LLC | 2,933 | $353K | 0.0% | -31.1% | 0.002% | |
4/21/2025 | Retirement Systems of Alabama | 30,080 | $3.62M | 0.0% | -0.7% | 0.022% | |
4/21/2025 | ORG Wealth Partners LLC | 1,406 | $172K | 0.1% | +33.5% | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,655 | $1.40M | 0.0% | +144.4% | 0.008% | |
4/21/2025 | Boston Trust Walden Corp | 464,545 | $55.86M | 0.4% | -0.6% | 0.337% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
4/21/2025 | Global X Japan Co. Ltd. | 5,359 | $644K | 0.1% | +23.2% | 0.004% | |
4/21/2025 | State of Alaska Department of Revenue | 16,392 | $1.97M | 0.0% | +2.7% | 0.012% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 2,653 | $319K | 0.0% | -8.5% | 0.002% | |
4/18/2025 | Boomfish Wealth Group LLC | 19,440 | $2.34M | 1.5% | +3.2% | 0.014% | |
4/18/2025 | Wendell David Associates Inc. | 8,847 | $1.06M | 0.1% | -32.0% | 0.006% | |
4/17/2025 | QRG Capital Management Inc. | 30,128 | $3.62M | 0.0% | -5.2% | 0.022% | |
4/17/2025 | Sowell Financial Services LLC | 1,667 | $200K | 0.0% | N/A | 0.001% | |
4/17/2025 | Janney Montgomery Scott LLC | 104,104 | $12.52M | 0.0% | +2.8% | 0.076% | |
4/17/2025 | Mission Wealth Management LP | 11,332 | $1.36M | 0.0% | +3.7% | 0.008% | |
4/17/2025 | Bank Pictet & Cie Europe AG | 2,179 | $262K | 0.0% | N/A | 0.002% | |