5/2/2025 | Segall Bryant & Hamill LLC | 213,004 | $29.71M | 0.5% | +134.1% | 0.448% | |
5/2/2025 | Victory Capital Management Inc. | 8,186 | $1.14M | 0.0% | -1.7% | 0.017% | |
5/2/2025 | Kornitzer Capital Management Inc. KS | 105,487 | $14.71M | 0.3% | +23.3% | 0.222% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 493 | $69K | 0.0% | +46.7% | 0.001% | |
5/2/2025 | Apollon Wealth Management LLC | 5,208 | $726K | 0.0% | +3.5% | 0.011% | |
5/2/2025 | Signaturefd LLC | 557 | $78K | 0.0% | +47.0% | 0.001% | |
5/2/2025 | Slow Capital Inc. | 27,479 | $3.83M | 0.5% | +1.5% | 0.058% | |
5/1/2025 | Securian Asset Management Inc. | 3,381 | $472K | 0.0% | +3.0% | 0.007% | |
5/1/2025 | Peregrine Investment Management Inc. | 54,240 | $7.57M | 5.6% | +3.5% | 0.114% | |
5/1/2025 | Louisiana State Employees Retirement System | 12,400 | $1.73M | 0.0% | +0.8% | 0.026% | |
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5/1/2025 | Stephens Inc. AR | 1,934 | $270K | 0.0% | N/A | 0.004% | |
5/1/2025 | Schechter Investment Advisors LLC | 2,267 | $316K | 0.0% | +7.7% | 0.005% | |
5/1/2025 | Mutual of America Capital Management LLC | 22,717 | $3.17M | 0.0% | -2.6% | 0.048% | |
5/1/2025 | Arizona State Retirement System | 12,931 | $1.80M | 0.0% | -1.0% | 0.027% | |
5/1/2025 | Xponance Inc. | 7,748 | $1.08M | 0.0% | -2.7% | 0.016% | |
4/30/2025 | Robeco Schweiz AG | 33,000 | $4.60M | 0.1% | N/A | 0.070% | |
4/30/2025 | State of Michigan Retirement System | 10,605 | $1.48M | 0.0% | +1.9% | 0.022% | |
4/30/2025 | Cerity Partners LLC | 6,401 | $893K | 0.0% | +47.6% | 0.013% | |
4/30/2025 | Alps Advisors Inc. | 28,580 | $3.99M | 0.0% | +7.8% | 0.060% | |
4/30/2025 | Axxcess Wealth Management LLC | 2,440 | $340K | 0.0% | +69.2% | 0.005% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 12,319 | $1.72M | 0.2% | +0.8% | 0.026% | |
4/30/2025 | Personal CFO Solutions LLC | 1,446 | $202K | 0.0% | -6.3% | 0.003% | |
4/30/2025 | M&T Bank Corp | 2,215 | $308K | 0.0% | +13.0% | 0.005% | |
4/30/2025 | Stratos Wealth Partners LTD. | 4,278 | $597K | 0.0% | -7.3% | 0.009% | |
4/30/2025 | Brown Advisory Inc. | 518,549 | $72.33M | 0.1% | N/A | 1.092% | |
4/30/2025 | Crossmark Global Holdings Inc. | 2,849 | $397K | 0.0% | -3.5% | 0.006% | |
4/29/2025 | TD Private Client Wealth LLC | 14,638 | $2.04M | 0.1% | +50.3% | 0.031% | |
4/29/2025 | Envestnet Asset Management Inc. | 286,320 | $39.94M | 0.0% | +44.2% | 0.603% | |
4/29/2025 | HM Payson & Co. | 436 | $61K | 0.0% | +235.4% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 439,874 | $61.35M | 0.0% | +0.5% | 0.927% | |
4/28/2025 | Principal Financial Group Inc. | 102,124 | $14.24M | 0.0% | -0.1% | 0.215% | |
4/28/2025 | Teacher Retirement System of Texas | 10,555 | $1.47M | 0.0% | +21.7% | 0.022% | |
4/28/2025 | DAVENPORT & Co LLC | 2,700 | $377K | 0.0% | N/A | 0.006% | |
4/28/2025 | Clear Creek Financial Management LLC | 2,999 | $418K | 0.0% | +8.3% | 0.006% | |
4/28/2025 | Vontobel Holding Ltd. | 161,633 | $22.55M | 0.1% | -1.6% | 0.341% | |
4/25/2025 | Koshinski Asset Management Inc. | 2,398 | $334K | 0.0% | +24.4% | 0.005% | |
4/25/2025 | New York State Teachers Retirement System | 42,986 | $6.00M | 0.0% | -0.5% | 0.091% | |
4/25/2025 | Amalgamated Bank | 20,747 | $2.89M | 0.0% | -3.5% | 0.044% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 1,744 | $242K | 0.0% | N/A | 0.004% | |
4/24/2025 | Copeland Capital Management LLC | 397,756 | $55.48M | 1.1% | -1.6% | 0.838% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
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4/23/2025 | Perigon Wealth Management LLC | 2,709 | $378K | 0.0% | +4.9% | 0.006% | |
4/23/2025 | Golden State Wealth Management LLC | 240 | $33K | 0.0% | +4,700.0% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 2,603 | $363K | 0.0% | +3.8% | 0.005% | |
4/23/2025 | Wealthquest Corp | 13,296 | $1.86M | 0.2% | N/A | 0.028% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,943 | $689K | 0.0% | -4.8% | 0.010% | |
4/22/2025 | PFG Investments LLC | 11,022 | $1.54M | 0.1% | -24.4% | 0.023% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,187 | $1.00M | 0.0% | +4.6% | 0.015% | |
4/21/2025 | Global X Japan Co. Ltd. | 349 | $49K | 0.0% | N/A | 0.001% | |
4/21/2025 | State of Alaska Department of Revenue | 5,172 | $721K | 0.0% | +2.7% | 0.011% | |
4/21/2025 | Dunhill Financial LLC | 320 | $45K | 0.0% | -46.7% | 0.001% | |
4/18/2025 | Cardinal Capital Management | 10,120 | $1.41M | 0.2% | +5.8% | 0.021% | |
4/17/2025 | Janney Montgomery Scott LLC | 58,474 | $8.16M | 0.0% | +56.1% | 0.123% | |
4/17/2025 | Bouvel Investment Partners LLC | 5,781 | $806K | 0.3% | N/A | 0.012% | |
4/16/2025 | Everpar Advisors LLC | 2,545 | $355K | 0.2% | N/A | 0.005% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 139,646 | $19.48M | 0.0% | +5.0% | 0.294% | |
4/16/2025 | Griffin Asset Management Inc. | 432,668 | $60.35M | 7.4% | -1.1% | 0.911% | |
4/15/2025 | Fifth Third Bancorp | 884 | $123K | 0.0% | +28.5% | 0.002% | |
4/15/2025 | Handelsbanken Fonder AB | 12,400 | $1.73M | 0.0% | -93.2% | 0.026% | |
4/15/2025 | SG Americas Securities LLC | 6,492 | $906K | 0.0% | +65.6% | 0.014% | |
4/15/2025 | Parsons Capital Management Inc. RI | 4,114 | $574K | 0.0% | -3.5% | 0.009% | |
4/15/2025 | GAMMA Investing LLC | 962 | $134K | 0.0% | +134.1% | 0.002% | |
4/14/2025 | Yousif Capital Management LLC | 15,085 | $2.10M | 0.0% | -2.7% | 0.032% | |
4/14/2025 | Harbor Capital Advisors Inc. | 9,287 | $1.30M | 0.1% | +5.4% | 0.020% | |
4/14/2025 | Portside Wealth Group LLC | 1,718 | $240K | 0.0% | N/A | 0.004% | |
4/14/2025 | First Citizens Bank & Trust Co. | 1,773 | $247K | 0.0% | +18.7% | 0.004% | |
4/14/2025 | Park Avenue Securities LLC | 2,524 | $352K | 0.0% | +46.3% | 0.005% | |
4/14/2025 | UMB Bank n.a. | 648 | $90K | 0.0% | +193.2% | 0.001% | |
4/11/2025 | Impact Capital Partners LLC | 4,756 | $663K | 0.2% | +152.0% | 0.010% | |
4/11/2025 | Vest Financial LLC | 19,959 | $2.78M | 0.0% | N/A | 0.042% | |
4/11/2025 | Annex Advisory Services LLC | 2,246 | $313K | 0.0% | N/A | 0.005% | |
4/10/2025 | Chesley Taft & Associates LLC | 2,000 | $279K | 0.0% | -32.2% | 0.004% | |
4/10/2025 | Thrive Wealth Management LLC | 2,810 | $392K | 0.1% | N/A | 0.006% | |
4/10/2025 | Apella Capital LLC | 2,139 | $298K | 0.0% | N/A | 0.005% | |
4/10/2025 | Heritage Family Offices LLP | 3,280 | $457K | 0.2% | +102.7% | 0.007% | |
4/9/2025 | XXEC Inc. | 35,081 | $4.89M | 4.2% | -1.1% | 0.074% | |
4/9/2025 | LVW Advisors LLC | 5,572 | $777K | 0.1% | +76.9% | 0.012% | |
4/8/2025 | Rhumbline Advisers | 182,307 | $25.43M | 0.0% | +14.9% | 0.384% | |
4/8/2025 | Rothschild Investment LLC | 3,269 | $456K | 0.0% | -6.4% | 0.007% | |
4/8/2025 | Red Spruce Capital LLC | 11,591 | $1.62M | 0.8% | -3.7% | 0.024% | |
4/8/2025 | Parallel Advisors LLC | 773 | $108K | 0.0% | +35.4% | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 134,180 | $18.72M | 0.0% | +32,547.2% | 0.283% | |
4/4/2025 | Moody National Bank Trust Division | 4,187 | $584K | 0.1% | N/A | 0.009% | |
3/24/2025 | Wellington Management Group LLP | 142,330 | $20.81M | 0.0% | -48.4% | 0.300% | |
3/18/2025 | California State Teachers Retirement System | 42,297 | $6.18M | 0.0% | -1.1% | 0.089% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 133,042 | $19.45M | 0.0% | +36.9% | 0.280% | |
2/27/2025 | Azzad Asset Management Inc. ADV | 13,559 | $1.98M | 0.4% | +2.1% | 0.029% | |
2/27/2025 | Jefferies Financial Group Inc. | 3,206 | $469K | 0.0% | +171.2% | 0.007% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 1,466 | $214K | 0.0% | -16.7% | 0.003% | |
2/25/2025 | Polar Asset Management Partners Inc. | 120,000 | $17.54M | 0.2% | +90.2% | 0.253% | |
2/21/2025 | Kayne Anderson Rudnick Investment Management LLC | 2,536,513 | $370.84M | 0.9% | +2.8% | 5.345% | |
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 |
2/20/2025 | Mackenzie Financial Corp | 25,850 | $3.78M | 0.0% | N/A | 0.054% | |
2/19/2025 | Public Employees Retirement System of Ohio | 16,212 | $2.37M | 0.0% | -5.3% | 0.034% | |
2/18/2025 | GTS Securities LLC | 5,814 | $850K | 0.0% | -69.2% | 0.012% | |
2/18/2025 | Orion Capital Management LLC | 200 | $29K | 0.0% | N/A | 0.000% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,125,440 | $164.54M | 0.0% | -11.4% | 2.371% | |
2/17/2025 | Voloridge Investment Management LLC | 8,163 | $1.19M | 0.0% | N/A | 0.017% | |
2/17/2025 | Twinbeech Capital LP | 112,357 | $16.43M | 0.3% | N/A | 0.237% | |
2/17/2025 | Two Sigma Investments LP | 2,301 | $336K | 0.0% | -87.3% | 0.005% | |
2/17/2025 | Two Sigma Advisers LP | 8,800 | $1.29M | 0.0% | +91.3% | 0.019% | |
2/17/2025 | Tidal Investments LLC | 4,501 | $658K | 0.0% | -36.0% | 0.009% | |