4/27/2024 | James Hambro & Partners | 239,445 | $95.51M | 4.5% | +1.5% | 0.068% | |
4/27/2024 | Vigilare Wealth Management | 898 | $358K | 0.2% | -9.8% | 0.000% | |
4/27/2024 | Conning Inc. | 2,495 | $996K | 0.0% | -2.3% | 0.001% | |
4/27/2024 | K.J. Harrison & Partners Inc | 2,024 | $808K | 0.1% | N/A | 0.001% | |
4/26/2024 | Trueblood Wealth Management LLC | 1,079 | $431K | 0.2% | +7.3% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 20,752 | $8.28M | 0.2% | -6.9% | 0.006% | |
|
4/26/2024 | Harrington Investments INC | 2,333 | $931K | 0.5% | +11.6% | 0.001% | |
4/26/2024 | McGuire Investment Group LLC | 23,465 | $9.37M | 1.4% | +0.5% | 0.007% | |
4/26/2024 | UMB Bank n.a. | 25,677 | $10.25M | 0.2% | -1.5% | 0.007% | |
4/26/2024 | Yousif Capital Management LLC | 54,724 | $21.84M | 0.2% | -1.5% | 0.015% | |
4/26/2024 | YHB Investment Advisors Inc. | 22,863 | $9.12M | 0.8% | +0.3% | 0.006% | |
4/26/2024 | Peregrine Capital Management LLC | 134,847 | $53.82M | 1.5% | -1.7% | 0.038% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 750 | $299K | 0.0% | -25.0% | 0.000% | |
4/26/2024 | First National Trust Co | 3,178 | $1.27M | 0.1% | +1.6% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 1,402 | $560K | 0.1% | -16.6% | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 3,935 | $1.57M | 0.9% | +1.4% | 0.001% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 10,501 | $4.19M | 0.5% | +109.7% | 0.003% | |
4/26/2024 | Sumitomo Life Insurance Co. | 17,420 | $6.85M | 0.2% | +69.1% | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 599 | $239K | 0.0% | N/A | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 1,012 | $404K | 0.1% | +3.6% | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 18,958 | $7.57M | 0.4% | -0.8% | 0.005% | |
4/26/2024 | KG&L Capital Management LLC | 740 | $295K | 0.1% | -11.3% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 2,052 | $819K | 0.1% | -2.5% | 0.001% | |
4/26/2024 | Petredis Investment Advisors LLC | 11,678 | $4.66M | 0.6% | +2.0% | 0.003% | |
4/26/2024 | Terra Nova Asset Management LLC | 1,611 | $643K | 0.5% | N/A | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 31,332 | $12.50M | 1.2% | -7.1% | 0.009% | |
4/25/2024 | Jacobsen Capital Management | 503 | $201K | 0.1% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 1,448 | $578K | 0.1% | +3.7% | 0.000% | |
4/25/2024 | New York State Teachers Retirement System | 336,214 | $134.18M | 0.3% | -1.6% | 0.095% | |
4/25/2024 | WCM Investment Management LLC | 1,717,956 | $685.62M | 1.6% | +1.0% | 0.484% | |
4/25/2024 | TRUE Private Wealth Advisors | 1,109 | $442K | 0.1% | -2.4% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 6,384,837 | $2.55B | 0.5% | -4.8% | 1.800% | |
4/25/2024 | Strategy Asset Managers LLC | 2,738 | $1.09M | 0.2% | -24.9% | 0.001% | |
4/25/2024 | Bridges Investment Management Inc. | 66,675 | $26.61M | 0.8% | +4.4% | 0.019% | |
4/25/2024 | Equitable Trust Co. | 3,299 | $1.32M | 0.1% | -8.3% | 0.001% | |
4/25/2024 | Schnieders Capital Management LLC | 579 | $231K | 0.0% | N/A | 0.000% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 86,769 | $34.63M | 0.1% | -3.2% | 0.024% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 66,579 | $26.57M | 0.3% | +0.5% | 0.019% | |
4/25/2024 | Aaron Wealth Advisors LLC | 1,683 | $672K | 0.1% | -2.1% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 3,313 | $1.24M | 0.0% | +12.3% | 0.001% | |
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4/25/2024 | Kercheville Advisors LLC | 655 | $261K | 0.1% | N/A | 0.000% | |
4/25/2024 | IMA Wealth Inc. | 5,736 | $2.29M | 1.1% | -2.5% | 0.002% | |
4/25/2024 | Summit Financial LLC | 3,612 | $1.44M | 0.1% | -3.7% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 32,933 | $13.14M | 0.1% | +24.9% | 0.009% | |
4/24/2024 | Elite Wealth Management Inc. | 24,294 | $9.70M | 0.3% | +10.1% | 0.007% | |
4/24/2024 | Leavell Investment Management Inc. | 3,014 | $1.20M | 0.1% | +3.8% | 0.001% | |
4/24/2024 | CENTRAL TRUST Co | 2,339 | $933K | 0.0% | +7.0% | 0.001% | |
4/24/2024 | V Square Quantitative Management LLC | 3,820 | $1.53M | 0.3% | +58.8% | 0.001% | |
4/24/2024 | Pegasus Partners Ltd. | 1,209 | $482K | 0.1% | -17.0% | 0.000% | |
4/24/2024 | Premier Path Wealth Partners LLC | 2,713 | $1.08M | 0.2% | -1.6% | 0.001% | |
4/24/2024 | Trinity Legacy Partners LLC | 778 | $310K | 0.1% | -26.3% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 9,078 | $3.62M | 0.1% | +15.1% | 0.003% | |
4/24/2024 | Eastover Investment Advisors LLC | 4,566 | $1.82M | 0.9% | +1.1% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 28,019 | $11.18M | 0.3% | N/A | 0.008% | |
4/24/2024 | NBT Bank N A NY | 1,667 | $665K | 0.0% | +4.7% | 0.000% | |
4/24/2024 | Spire Wealth Management | 5,343 | $2.13M | 0.1% | +0.8% | 0.002% | |
4/24/2024 | Essex Financial Services Inc. | 1,607 | $641K | 0.1% | +13.8% | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 1,285,565 | $513.06M | 1.2% | +111.7% | 0.362% | |
4/23/2024 | Canal Capital Management LLC | 8,547 | $3.41M | 0.6% | +7.7% | 0.002% | |
4/23/2024 | BSW Wealth Partners | 978 | $390K | 0.1% | +34.2% | 0.000% | |
4/23/2024 | Carderock Capital Management Inc. | 8,444 | $3.37M | 0.9% | N/A | 0.002% | |
4/23/2024 | Global Retirement Partners LLC | 1,620 | $647K | 0.0% | -3.5% | 0.000% | |
4/23/2024 | Cornell Pochily Investment Advisors Inc. | 680 | $271K | 0.1% | +10.6% | 0.000% | |
4/23/2024 | Mason & Associates Inc | 504 | $201K | 0.1% | N/A | 0.000% | |
4/23/2024 | Covenant Asset Management LLC | 10,924 | $4.36M | 0.7% | +1.1% | 0.003% | |
4/23/2024 | Sweet Financial Partners LLC | 506 | $202K | 0.0% | N/A | 0.000% | |
4/23/2024 | LaFleur & Godfrey LLC | 2,206 | $880K | 0.1% | -7.2% | 0.001% | |
4/23/2024 | Louisiana State Employees Retirement System | 48,100 | $19.20M | 0.4% | -2.4% | 0.014% | |
4/23/2024 | Sage Mountain Advisors LLC | 1,368 | $546K | 0.1% | +2.9% | 0.000% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 15,184 | $6.06M | 0.4% | +125.7% | 0.004% | |
4/23/2024 | WASHINGTON TRUST Co | 48,709 | $19.44M | 0.7% | -1.1% | 0.014% | |
4/23/2024 | Rational Advisors LLC | 2,400 | $958K | 0.1% | +627.3% | 0.001% | |
4/23/2024 | Amalgamated Bank | 76,161 | $30.40M | 0.3% | -12.6% | 0.021% | |
4/23/2024 | Legacy Trust | 12,227 | $4.88M | 1.2% | +1.4% | 0.003% | |
4/23/2024 | Hall Laurie J Trustee | 1,125 | $449K | 0.2% | -4.3% | 0.000% | |
4/23/2024 | New Mexico Educational Retirement Board | 17,742 | $7.08M | 0.2% | -2.7% | 0.005% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 534 | $213K | 0.0% | +5.7% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 168,311 | $67.17M | 0.3% | +6.1% | 0.047% | |
4/23/2024 | Wesbanco Bank Inc. | 1,184 | $473K | 0.0% | N/A | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 4,562 | $1.82M | 0.0% | +19.6% | 0.001% | |
4/23/2024 | Stablepoint Partners LLC | 5,110 | $2.04M | 0.4% | +15.2% | 0.001% | |
4/23/2024 | Principle Wealth Partners LLC | 3,411 | $1.36M | 0.1% | +205.1% | 0.001% | |
4/23/2024 | Cigna Investments Inc. New | 3,700 | $1.48M | 0.3% | -1.0% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 3,559 | $1.42M | 0.1% | +2.9% | 0.001% | |
4/23/2024 | Accurate Wealth Management LLC | 5,219 | $1.91M | 0.5% | +3.5% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 105,613 | $42.15M | 0.1% | +0.9% | 0.030% | |
4/23/2024 | Stonegate Investment Group LLC | 2,425 | $968K | 0.0% | -6.9% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 77,813 | $31.05M | 0.7% | +0.4% | 0.022% | |
4/22/2024 | Strategic Financial Concepts LLC | 660 | $263K | 0.1% | N/A | 0.000% | |
4/22/2024 | Confluence Wealth Services Inc. | 666 | $266K | 0.0% | +11.0% | 0.000% | |
What is Medicare Supplement Insurance? (Ad) Original Medicare helps covers a lot of hospital and medical services, but it still leaves some out- of- pocket medical costs to recipients. Make sure your family’s nest egg is protected from unpredictable medical expenses. Consider applying for a Medicare Supplement Insurance Plan that travels with you. Learn More Here |
4/22/2024 | Bedrijfstakpensioenfonds Voor DE Media PNO | 69,150 | $25.55M | 3.4% | -8.7% | 0.020% | |
4/22/2024 | Nilsine Partners LLC | 6,502 | $2.60M | 0.4% | -0.9% | 0.002% | |
4/22/2024 | PFG Investments LLC | 2,793 | $1.12M | 0.1% | +45.2% | 0.001% | |
4/22/2024 | Altfest L J & Co. Inc. | 1,905 | $760K | 0.1% | -15.2% | 0.001% | |
4/22/2024 | Raymond James & Associates | 326,295 | $130.22M | 0.1% | +29.8% | 0.092% | |
4/22/2024 | EFG Asset Management Americas Corp. | 644 | $257K | 0.1% | -41.6% | 0.000% | |
4/22/2024 | Arthur M. Cohen & Associates LLC | 9,195 | $3.67M | 0.8% | +3.9% | 0.003% | |
4/22/2024 | IFM Investors Pty Ltd | 73,016 | $29.14M | 0.3% | -0.7% | 0.021% | |
4/22/2024 | GraniteShares Advisors LLC | 3,536 | $1.41M | 0.7% | -1.4% | 0.001% | |
4/22/2024 | Everpar Advisors LLC | 1,061 | $423K | 0.3% | -15.2% | 0.000% | |