| 5/2/2025 | Victory Capital Management Inc. | 37,673 | $7.60M | 0.0% | +12.9% | 0.066% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 1,191 | $240K | 0.0% | +16.7% | 0.002% | |
| 5/2/2025 | Winslow Asset Management Inc. | 57,387 | $11.58M | 2.6% | -2.4% | 0.101% | |
| 5/2/2025 | GPM Growth Investors Inc. | 12,558 | $2.53M | 1.1% | -1.2% | 0.022% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 1,019,658 | $205.69M | 0.1% | +156.2% | 1.792% | |
| 5/2/2025 | Signaturefd LLC | 845 | $170K | 0.0% | +61.0% | 0.001% | |
| 5/2/2025 | Edgestream Partners L.P. | 55,306 | $11.16M | 0.4% | N/A | 0.097% | |
| 5/1/2025 | Securian Asset Management Inc. | 2,774 | $560K | 0.0% | -3.5% | 0.005% | |
| 5/1/2025 | Isthmus Partners LLC | 1,464 | $295K | 0.0% | +6.1% | 0.003% | |
| 5/1/2025 | LRI Investments LLC | 573 | $116K | 0.0% | -39.4% | 0.001% | |
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| 5/1/2025 | CWM LLC | 1,317 | $266K | 0.0% | -12.3% | 0.002% | |
| 5/1/2025 | Stephens Inc. AR | 2,728 | $550K | 0.0% | +40.8% | 0.005% | |
| 5/1/2025 | New York State Common Retirement Fund | 84,374 | $17.02M | 0.0% | -20.8% | 0.148% | |
| 5/1/2025 | Mutual of America Capital Management LLC | 6,308 | $1.27M | 0.0% | -3.1% | 0.011% | |
| 5/1/2025 | Arizona State Retirement System | 15,682 | $3.16M | 0.0% | -0.5% | 0.028% | |
| 5/1/2025 | Xponance Inc. | 7,641 | $1.54M | 0.0% | +1.9% | 0.013% | |
| 4/30/2025 | CFC Planning Co LLC | 1,112 | $224K | 0.2% | N/A | 0.002% | |
| 4/30/2025 | Cerity Partners LLC | 11,430 | $2.31M | 0.0% | -15.8% | 0.020% | |
| 4/30/2025 | Allworth Financial LP | 11,327 | $2.15M | 0.0% | +0.6% | 0.020% | |
| 4/30/2025 | Capital Insight Partners LLC | 15,795 | $3.19M | 0.6% | -3.3% | 0.028% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 9,025 | $1.83M | 0.0% | -3.0% | 0.016% | |
| 4/30/2025 | New Mexico Educational Retirement Board | 2,500 | $504K | 0.0% | -3.8% | 0.004% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 3,156 | $637K | 0.0% | -14.1% | 0.006% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 54,237 | $10.72M | 0.0% | +2.8% | 0.095% | |
| 4/30/2025 | M&T Bank Corp | 7,020 | $1.42M | 0.0% | -11.3% | 0.012% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 2,902 | $585K | 0.3% | N/A | 0.005% | |
| 4/30/2025 | Brown Advisory Inc. | 2,353 | $475K | 0.0% | -7.9% | 0.004% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 1,763 | $356K | 0.0% | -12.9% | 0.003% | |
| 4/29/2025 | TD Private Client Wealth LLC | 9,490 | $1.91M | 0.1% | -6.7% | 0.017% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 264,950 | $53.45M | 0.0% | -0.5% | 0.466% | |
| 4/29/2025 | Roffman Miller Associates Inc. PA | 152,088 | $30.68M | 1.9% | -0.1% | 0.267% | |
| 4/29/2025 | HM Payson & Co. | 660 | $133K | 0.0% | +37.5% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 500,701 | $101.00M | 0.0% | -1.9% | 0.880% | |
| 4/29/2025 | IFM Investors Pty Ltd | 10,518 | $2.12M | 0.0% | +7.1% | 0.018% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 2,221 | $448K | 0.0% | +12.7% | 0.004% | |
| 4/28/2025 | Principal Financial Group Inc. | 284,409 | $57.37M | 0.0% | +1.4% | 0.500% | |
| 4/28/2025 | Teacher Retirement System of Texas | 7,929 | $1.60M | 0.0% | N/A | 0.014% | |
| 4/28/2025 | Revisor Wealth Management LLC | 2,275 | $461K | 0.2% | N/A | 0.004% | |
| 4/28/2025 | Novem Group | 4,278 | $863K | 0.1% | +33.2% | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 396 | $80K | 0.0% | -16.5% | 0.001% | |
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This fired the starting gun on the biggest economic transformation in American history. Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet. |
| 4/28/2025 | Keybank National Association OH | 16,152 | $3.26M | 0.0% | -0.8% | 0.028% | |
| 4/28/2025 | DAVENPORT & Co LLC | 2,653 | $535K | 0.0% | +18.7% | 0.005% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 6,721 | $1.36M | 0.0% | +3.6% | 0.012% | |
| 4/25/2025 | Mather Group LLC. | 947 | $191K | 0.0% | -10.8% | 0.002% | |
| 4/25/2025 | New York State Teachers Retirement System | 43,363 | $8.75M | 0.0% | -1.4% | 0.076% | |
| 4/25/2025 | Amalgamated Bank | 10,672 | $2.15M | 0.0% | +1.2% | 0.019% | |
| 4/25/2025 | KBC Group NV | 13,458 | $2.71M | 0.0% | -44.0% | 0.024% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 126,033 | $25.42M | 0.0% | +2.0% | 0.221% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 2,417 | $486K | 0.0% | +2.9% | 0.004% | |
| 4/24/2025 | Mcdaniel Terry & Co. | 235,135 | $47.43M | 4.1% | +0.4% | 0.413% | |
| 4/24/2025 | Copeland Capital Management LLC | 120,508 | $24.31M | 0.5% | +0.7% | 0.212% | |
| 4/24/2025 | St. Clair Advisors LLC | 9,637 | $1.94M | 0.5% | N/A | 0.017% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 10,074 | $2.02M | 0.0% | +12.7% | 0.018% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,320 | $670K | 0.1% | +5.9% | 0.006% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 6,036 | $1.22M | 0.0% | -2.8% | 0.011% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,721 | $347K | 0.0% | +100.8% | 0.003% | |
| 4/23/2025 | Bessemer Group Inc. | 480 | $97K | 0.0% | -89.5% | 0.001% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 28,442 | $5.74M | 0.0% | -0.2% | 0.050% | |
| 4/23/2025 | Symphony Financial Ltd. Co. | 2,609 | $526K | 0.3% | -53.4% | 0.005% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 24,340 | $4.91M | 0.0% | -40.9% | 0.043% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 64,200 | $12.95M | 0.6% | +1.5% | 0.113% | |
| 4/23/2025 | Uncommon Cents Investing LLC | 10,283 | $2.07M | 0.6% | -1.7% | 0.018% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,191 | $1.85M | 0.0% | -22.8% | 0.016% | |
| 4/22/2025 | Harvey Investment Co. LLC | 95,627 | $19.29M | 2.1% | +10.9% | 0.168% | |
| 4/22/2025 | Praxis Investment Management Inc. | 2,090 | $422K | 0.0% | +64.6% | 0.004% | |
| 4/21/2025 | Retirement Systems of Alabama | 11,655 | $2.35M | 0.0% | -0.9% | 0.020% | |
| 4/21/2025 | Clark & Stuart Inc | 21,112 | $4.28M | 3.1% | +6.8% | 0.037% | |
| 4/21/2025 | Norris Perne & French LLP MI | 61,786 | $12.46M | 0.9% | +4.7% | 0.109% | |
| 4/21/2025 | ORG Wealth Partners LLC | 699 | $141K | 0.0% | +45.9% | 0.001% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,447 | $897K | 0.0% | -30.3% | 0.008% | |
| 4/21/2025 | Boston Trust Walden Corp | 289,633 | $58.43M | 0.4% | -0.2% | 0.509% | |
| 4/21/2025 | Global X Japan Co. Ltd. | 2,776 | $560K | 0.1% | +32.8% | 0.005% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 331,047 | $66.78M | 0.6% | +7.6% | 0.582% | |
| 4/21/2025 | State of Alaska Department of Revenue | 15,599 | $3.15M | 0.0% | +1.0% | 0.027% | |
| 4/18/2025 | Crown Oak Advisors LLC | 38,490 | $7.76M | 3.9% | +1.9% | 0.068% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 17,795 | $3.59M | 0.2% | +9.9% | 0.031% | |
| 4/17/2025 | Mountain Pacific Investment Advisers LLC | 137,764 | $27.79M | 2.1% | +3.1% | 0.242% | |
| 4/17/2025 | QRG Capital Management Inc. | 998 | $201K | 0.0% | -18.3% | 0.002% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 1,048 | $211K | 0.0% | +9.6% | 0.002% | |
| 4/17/2025 | Cypress Advisory Group LLC | 3,007 | $607K | 0.6% | +13.0% | 0.005% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 133,730 | $26.98M | 0.1% | +4.7% | 0.235% | |
| 4/17/2025 | CHB Investment Group LLC | 11,629 | $2.35M | 1.2% | +1.8% | 0.020% | |
| 4/17/2025 | Mn Services Vermogensbeheer B.V. | 19,200 | $3.87M | 0.0% | -9.9% | 0.034% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 73,108 | $14.75M | 0.3% | +13.2% | 0.128% | |
| 4/17/2025 | Sound Income Strategies LLC | 964 | $195K | 0.0% | +10.7% | 0.002% | |
| 4/17/2025 | Ritholtz Wealth Management | 3,836 | $774K | 0.0% | +16.5% | 0.007% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,862 | $981K | 0.0% | +6.2% | 0.009% | |
| 4/16/2025 | Azzad Asset Management Inc. ADV | 10,900 | $2.20M | 0.3% | N/A | 0.019% | |
| 4/16/2025 | Elevation Point Wealth Partners LLC | 1,388 | $280K | 0.0% | +14.7% | 0.002% | |
| 4/16/2025 | Marshall Financial Group LLC | 4,901 | $989K | 0.2% | +16.0% | 0.009% | |
DOGE officially begins retirement transformation (Ad) Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process .
This fired the starting gun on the biggest economic transformation in American history. Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet. |
| 4/16/2025 | Albert D Mason Inc. | 4,296 | $867K | 0.6% | +2.7% | 0.008% | |
| 4/15/2025 | Net Worth Advisory Group | 1,382 | $279K | 0.1% | +39.0% | 0.002% | |
| 4/15/2025 | apricus wealth LLC | 1,045 | $211K | 0.1% | N/A | 0.002% | |
| 4/15/2025 | CX Institutional | 332 | $67K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | Trueblood Wealth Management LLC | 1,882 | $380K | 0.2% | -47.5% | 0.003% | |
| 4/15/2025 | SG Americas Securities LLC | 7,586 | $1.53M | 0.0% | +124.6% | 0.013% | |
| 4/14/2025 | Harbor Capital Advisors Inc. | 6,685 | $1.35M | 0.1% | +5.0% | 0.012% | |
| 4/14/2025 | Yousif Capital Management LLC | 35,303 | $7.12M | 0.1% | +10.6% | 0.062% | |
| 4/14/2025 | Farther Finance Advisors LLC | 779 | $157K | 0.0% | -19.9% | 0.001% | |
| 4/14/2025 | Portside Wealth Group LLC | 1,234 | $249K | 0.0% | +7.9% | 0.002% | |
