| 5/1/2025 | CWM LLC | 36,035 | $2.86M | 0.0% | +99.4% | 0.023% | |
| 5/1/2025 | Louisiana State Employees Retirement System | 44,400 | $3.52M | 0.1% | +0.9% | 0.028% | |
| 5/1/2025 | Stephens Investment Management Group LLC | 295,597 | $23.45M | 0.3% | +22.1% | 0.187% | |
| 5/1/2025 | Stephens Inc. AR | 7,447 | $591K | 0.0% | +12.4% | 0.005% | |
| 5/1/2025 | New York State Common Retirement Fund | 138,993 | $11.03M | 0.0% | +36.8% | 0.088% | |
| 5/1/2025 | Mutual of America Capital Management LLC | 81,525 | $6.47M | 0.1% | -2.7% | 0.052% | |
| 5/1/2025 | Arizona State Retirement System | 45,791 | $3.63M | 0.0% | -0.7% | 0.029% | |
| 5/1/2025 | Ballentine Partners LLC | 2,603 | $207K | 0.0% | +29.9% | 0.002% | |
| 5/1/2025 | Ownership Capital B.V. | 576,911 | $45.77M | 2.1% | -27.1% | 0.365% | |
| 5/1/2025 | Xponance Inc. | 26,762 | $2.12M | 0.0% | +1.0% | 0.017% | |
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| 4/30/2025 | Weil Company Inc. | 21,162 | $1.68M | 0.5% | +20.8% | 0.013% | |
| 4/30/2025 | State of Michigan Retirement System | 37,900 | $3.01M | 0.0% | +0.8% | 0.024% | |
| 4/30/2025 | Cerity Partners LLC | 25,951 | $2.06M | 0.0% | +2.6% | 0.016% | |
| 4/30/2025 | Allworth Financial LP | 5,877 | $456K | 0.0% | -17.6% | 0.004% | |
| 4/30/2025 | Leavell Investment Management Inc. | 3,348 | $266K | 0.0% | +116.3% | 0.002% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 5,234 | $415K | 0.0% | -78.5% | 0.003% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 3,476 | $276K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Greenleaf Trust | 3,711 | $294K | 0.0% | -24.2% | 0.002% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 102,049 | $8.06M | 0.0% | -0.3% | 0.064% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 2,541 | $202K | 0.0% | +24.9% | 0.002% | |
| 4/30/2025 | M&T Bank Corp | 6,736 | $535K | 0.0% | -82.2% | 0.004% | |
| 4/30/2025 | Brown Advisory Inc. | 2,909,228 | $230.82M | 0.3% | +52.1% | 1.838% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 314,823 | $24.98M | 0.0% | -9.8% | 0.199% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,840,124 | $225.34M | 0.0% | -16.5% | 1.795% | |
| 4/29/2025 | Impax Asset Management Group plc | 50,270 | $3.99M | 0.0% | -12.8% | 0.032% | |
| 4/29/2025 | Kintegral Advisory LLC | 22,783 | $1.81M | 0.3% | -32.9% | 0.014% | |
| 4/29/2025 | IFM Investors Pty Ltd | 32,372 | $2.57M | 0.0% | +11.4% | 0.020% | |
| 4/29/2025 | GF Fund Management CO. LTD. | 4,061 | $322K | 0.0% | +22.0% | 0.003% | |
| 4/28/2025 | Principal Financial Group Inc. | 364,472 | $28.92M | 0.0% | -23.9% | 0.230% | |
| 4/28/2025 | Oregon Public Employees Retirement Fund | 32,057 | $2.54M | 0.0% | -0.8% | 0.020% | |
| 4/28/2025 | Teacher Retirement System of Texas | 669,730 | $53.14M | 0.2% | +15.0% | 0.423% | |
| 4/28/2025 | WCM Investment Management LLC | 4,179,011 | $334.32M | 0.9% | +1.2% | 2.641% | |
| 4/28/2025 | Keybank National Association OH | 395,066 | $31.35M | 0.1% | +0.8% | 0.250% | |
| 4/28/2025 | Smith Group Asset Management LLC | 9,830 | $780K | 0.1% | -60.7% | 0.006% | |
| 4/28/2025 | Vontobel Holding Ltd. | 12,451 | $988K | 0.0% | +109.6% | 0.008% | |
| 4/25/2025 | Hixon Zuercher LLC | 9,445 | $749K | 0.3% | +3.2% | 0.006% | |
| 4/25/2025 | New York State Teachers Retirement System | 139,423 | $11.06M | 0.0% | -6.3% | 0.088% | |
| 4/25/2025 | Amalgamated Bank | 72,701 | $5.77M | 0.0% | -3.5% | 0.046% | |
| 4/25/2025 | KBC Group NV | 42,850 | $3.40M | 0.0% | -1.3% | 0.027% | |
| 4/25/2025 | Goodman Advisory Group LLC | 4,522 | $359K | 0.2% | N/A | 0.003% | |
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| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,050,203 | $83.32M | 0.1% | +21.3% | 0.664% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 40,305 | $3.22M | 0.0% | -15.6% | 0.025% | |
| 4/24/2025 | Achmea Investment Management B.V. | 61,094 | $4.85M | 0.1% | +73.5% | 0.039% | |
| 4/24/2025 | Illinois Municipal Retirement Fund | 76,943 | $6.11M | 0.1% | +14.2% | 0.049% | |
| 4/24/2025 | Diversified Trust Co | 4,471 | $355K | 0.0% | N/A | 0.003% | |
| 4/24/2025 | Perpetual Ltd | 10,425 | $827K | 0.0% | N/A | 0.007% | |
| 4/24/2025 | Bank of Stockton | 2,772 | $220K | 0.1% | +28.2% | 0.002% | |
| 4/23/2025 | Sabal Trust CO | 8,458 | $671K | 0.0% | +16.4% | 0.005% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 4,091 | $325K | 0.0% | -28.6% | 0.003% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 516,293 | $40.96M | 0.1% | +15.1% | 0.326% | |
| 4/23/2025 | Perigon Wealth Management LLC | 4,300 | $341K | 0.0% | -9.6% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 529 | $42K | 0.0% | +123.2% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 7,419 | $588K | 0.0% | -99.4% | 0.005% | |
| 4/23/2025 | Lecap Asset Management Ltd. | 47,208 | $3.75M | 0.9% | +121.7% | 0.030% | |
| 4/23/2025 | Balboa Wealth Partners | 3,158 | $251K | 0.1% | N/A | 0.002% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 525,664 | $41.71M | 0.1% | -0.1% | 0.332% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 111,478 | $8.85M | 0.0% | +14.9% | 0.070% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 7,387 | $586K | 0.0% | +9.5% | 0.005% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 42,463 | $3.37M | 0.1% | +4.4% | 0.027% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,673 | $371K | 0.0% | +9.5% | 0.003% | |
| 4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 4,632 | $368K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | Kentucky Retirement Systems | 10,875 | $863K | 0.0% | N/A | 0.007% | |
| 4/22/2025 | Center for Financial Planning Inc. | 413 | $33K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Praxis Investment Management Inc. | 4,150 | $329K | 0.0% | +33.9% | 0.003% | |
| 4/21/2025 | Avior Wealth Management LLC | 2,442 | $194K | 0.0% | -29.3% | 0.002% | |
| 4/21/2025 | ORG Wealth Partners LLC | 2,776 | $218K | 0.1% | -8.4% | 0.002% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,975 | $950K | 0.0% | -23.1% | 0.008% | |
| 4/21/2025 | State of Alaska Department of Revenue | 18,527 | $1.47M | 0.0% | +2.5% | 0.012% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 4,178 | $331K | 0.0% | -8.8% | 0.003% | |
| 4/18/2025 | Bender Robert & Associates | 39,956 | $3.17M | 0.8% | +12.2% | 0.025% | |
| 4/18/2025 | PKO Investment Management Joint Stock Co | 3,500 | $278K | 0.0% | +133.3% | 0.002% | |
| 4/18/2025 | Rakuten Securities Inc. | 363 | $29K | 0.0% | +290.3% | 0.000% | |
| 4/17/2025 | QRG Capital Management Inc. | 4,193 | $333K | 0.0% | -63.1% | 0.003% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 18,200 | $1.44M | 0.0% | +109.0% | 0.011% | |
| 4/17/2025 | Mn Services Vermogensbeheer B.V. | 57,400 | $4.55M | 0.0% | -7.3% | 0.036% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 220,691 | $17.51M | 0.3% | +54.3% | 0.139% | |
| 4/16/2025 | Capital Investment Services of America Inc. | 96,141 | $7.63M | 0.8% | +13.6% | 0.061% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 33,437 | $2.65M | 0.0% | +65.6% | 0.021% | |
| 4/16/2025 | Quintet Private Bank Europe S.A. | 3,405 | $270K | 0.0% | +142.3% | 0.002% | |
| 4/16/2025 | Legacy Trust | 13,298 | $1.06M | 0.3% | +5.0% | 0.008% | |
| 4/15/2025 | Fifth Third Bancorp | 892 | $71K | 0.0% | -68.1% | 0.001% | |
| 4/15/2025 | Assenagon Asset Management S.A. | 922,281 | $73.17M | 0.1% | +2,057.5% | 0.582% | |
| 4/15/2025 | Handelsbanken Fonder AB | 88,332 | $7.01M | 0.0% | -4.3% | 0.056% | |
| 4/15/2025 | Avanza Fonder AB | 20,345 | $1.67M | 0.1% | +15.6% | 0.013% | |
| 4/15/2025 | GAMMA Investing LLC | 823 | $65K | 0.0% | -73.4% | 0.001% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 6,318 | $501K | 0.0% | +49.9% | 0.004% | |
| 4/14/2025 | Yousif Capital Management LLC | 48,586 | $3.86M | 0.0% | -2.7% | 0.031% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 10,434 | $828K | 0.0% | +73.1% | 0.007% | |
| 4/14/2025 | PFS Partners LLC | 500 | $40K | 0.0% | +400.0% | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,296 | $180K | 0.0% | +95.7% | 0.001% | |
The collapse has already started (Ad) The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts. Watch the 2025 Trade War dividend protection briefing now |
| 4/14/2025 | Portside Wealth Group LLC | 3,002 | $238K | 0.0% | +15.3% | 0.002% | |
| 4/14/2025 | Park Avenue Securities LLC | 6,038 | $479K | 0.0% | -32.9% | 0.004% | |
| 4/14/2025 | Wedmont Private Capital | 2,772 | $207K | 0.0% | N/A | 0.002% | |
| 4/14/2025 | UMB Bank n.a. | 1,110 | $88K | 0.0% | +57.2% | 0.001% | |
| 4/11/2025 | Gateway Investment Advisers LLC | 55,539 | $4.41M | 0.1% | +88.5% | 0.035% | |
| 4/11/2025 | Tealwood Asset Management Inc. | 13,523 | $1.07M | 0.5% | N/A | 0.009% | |
| 4/11/2025 | Procyon Advisors LLC | 15,526 | $1.23M | 0.1% | +7.4% | 0.010% | |
| 4/11/2025 | Intellectus Partners LLC | 14,105 | $1.12M | 0.3% | -8.7% | 0.009% | |
| 4/10/2025 | Portside Wealth Group LLC | 2,604 | $207K | 0.0% | +14.8% | 0.002% | |
| 4/10/2025 | Whipplewood Advisors LLC | 760 | $62K | 0.0% | -26.0% | 0.000% | |
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