7/25/2025 | NorthRock Partners LLC | 3,196 | $243K | 0.0% | N/A | 0.001% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,725 | $283K | 0.0% | -4.0% | 0.002% | |
7/25/2025 | Sequoia Financial Advisors LLC | 9,277 | $705K | 0.0% | +140.9% | 0.004% | |
7/25/2025 | Yousif Capital Management LLC | 29,332 | $2.23M | 0.0% | -2.7% | 0.012% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 70,854 | $5.42M | 0.0% | +65.9% | 0.030% | |
7/25/2025 | CWM LLC | 46,732 | $3.55M | 0.0% | +16.8% | 0.020% | |
7/25/2025 | Board of the Pension Protection Fund | 21,500 | $1.63M | 1.8% | N/A | 0.009% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 34,048 | $2.59M | 0.0% | +40.0% | 0.014% | |
7/25/2025 | Apollon Wealth Management LLC | 7,087 | $538K | 0.0% | -21.0% | 0.003% | |
7/25/2025 | Natural Investments LLC | 3,150 | $239K | 0.1% | -24.0% | 0.001% | |
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7/24/2025 | Inspire Investing LLC | 28,211 | $2.14M | 0.2% | -7.2% | 0.012% | |
7/24/2025 | Aberdeen Group plc | 267,190 | $20.30M | 0.0% | +9.1% | 0.112% | |
7/24/2025 | Lmcg Investments LLC | 131,707 | $10.01M | 0.6% | +72.7% | 0.055% | |
7/24/2025 | L. Roy Papp & Associates LLP | 77,827 | $5.91M | 0.7% | +1.8% | 0.033% | |
7/24/2025 | IFP Advisors Inc | 1,274 | $98K | 0.0% | +1,161.4% | 0.001% | |
7/24/2025 | Callan Family Office LLC | 5,781 | $439K | 0.0% | N/A | 0.002% | |
7/24/2025 | Blair William & Co. IL | 159,576 | $12.13M | 0.0% | -5.0% | 0.067% | |
7/24/2025 | US Bancorp DE | 21,283 | $1.62M | 0.0% | -6.0% | 0.009% | |
7/23/2025 | Vontobel Holding Ltd. | 543,524 | $41.30M | 0.1% | -19.5% | 0.228% | |
7/23/2025 | Trust Asset Management LLC | 2,824 | $215K | 0.0% | N/A | 0.001% | |
7/23/2025 | Sax Wealth Advisors LLC | 5,851 | $445K | 0.0% | -3.7% | 0.002% | |
7/23/2025 | KLP Kapitalforvaltning AS | 146,276 | $11.11M | 0.0% | -0.4% | 0.061% | |
7/22/2025 | D.B. Root & Company LLC | 11,448 | $870K | 0.3% | -8.7% | 0.005% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 4,142 | $315K | 0.0% | +6.6% | 0.002% | |
7/22/2025 | DAVENPORT & Co LLC | 8,601 | $654K | 0.0% | +8.1% | 0.004% | |
7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 46,437 | $3.53M | 0.4% | +10.2% | 0.019% | |
7/21/2025 | QRG Capital Management Inc. | 120,471 | $9.15M | 0.1% | +14.0% | 0.050% | |
7/21/2025 | Ameritas Advisory Services LLC | 630 | $48K | 0.0% | N/A | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,710 | $510K | 0.0% | +29.5% | 0.003% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 33,335 | $2.53M | 0.0% | +19.1% | 0.014% | |
7/21/2025 | ASR Vermogensbeheer N.V. | 28,993 | $2.20M | 0.0% | -7.1% | 0.012% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 106,238 | $8.07M | 0.0% | +2.0% | 0.045% | |
7/18/2025 | Heritage Financial Services LLC | 5,341 | $406K | 0.0% | -18.7% | 0.002% | |
7/18/2025 | PFG Investments LLC | 2,672 | $203K | 0.0% | N/A | 0.001% | |
7/18/2025 | LBP AM SA | 146,998 | $11.17M | 0.2% | +28.4% | 0.062% | |
7/18/2025 | Liberty Capital Management Inc. | 30,800 | $2.34M | 0.5% | +22.9% | 0.013% | |
7/18/2025 | Truist Financial Corp | 25,905 | $1.97M | 0.0% | -0.8% | 0.011% | |
7/17/2025 | One Wealth Advisors LLC | 7,743 | $588K | 0.1% | +8.0% | 0.003% | |
7/17/2025 | Spectrum Strategic Capital Management LLC | 3,000 | $228K | 0.1% | N/A | 0.001% | |
7/17/2025 | Poinciana Advisors Group LLC | 2,822 | $214K | 0.2% | N/A | 0.001% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
7/17/2025 | HB Wealth Management LLC | 3,178 | $241K | 0.0% | N/A | 0.001% | |
7/17/2025 | Janney Montgomery Scott LLC | 8,011 | $609K | 0.0% | -3.6% | 0.003% | |
7/17/2025 | GC Wealth Management RIA LLC | 6,059 | $460K | 0.0% | N/A | 0.003% | |
7/17/2025 | Washington Capital Management Inc. | 5,100 | $387K | 0.3% | N/A | 0.002% | |
7/17/2025 | V Square Quantitative Management LLC | 7,181 | $546K | 0.1% | +3.0% | 0.003% | |
7/17/2025 | Sound Income Strategies LLC | 795 | $60K | 0.0% | -77.9% | 0.000% | |
7/17/2025 | Norris Perne & French LLP MI | 340,072 | $25.84M | 1.8% | -1.3% | 0.143% | |
7/17/2025 | Genesis Private Wealth LLC | 3,799 | $289K | 0.1% | +11.8% | 0.002% | |
7/16/2025 | Signaturefd LLC | 2,495 | $190K | 0.0% | -7.3% | 0.001% | |
7/16/2025 | State of Alaska Department of Revenue | 26,765 | $2.03M | 0.0% | -7.0% | 0.011% | |
7/16/2025 | Patton Fund Management Inc. | 3,569 | $271K | 0.2% | N/A | 0.001% | |
7/16/2025 | CX Institutional | 7,054 | $536K | 0.0% | +11.7% | 0.003% | |
7/16/2025 | Congress Asset Management Co. | 138,370 | $10.51M | 0.1% | -9.9% | 0.058% | |
7/16/2025 | Hartford Investment Management Co. | 14,408 | $1.10M | 0.0% | -4.3% | 0.006% | |
7/16/2025 | Cadent Capital Advisors LLC | 7,608 | $578K | 0.2% | +26.9% | 0.003% | |
7/16/2025 | Steph & Co. | 692 | $53K | 0.0% | +592.0% | 0.000% | |
7/16/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 34,465 | $2.62M | 0.1% | N/A | 0.014% | |
7/15/2025 | McAdam LLC | 8,156 | $620K | 0.0% | -8.9% | 0.003% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 30,893 | $2.35M | 0.1% | -1.7% | 0.013% | |
7/15/2025 | TD Private Client Wealth LLC | 5,688 | $432K | 0.0% | +5.1% | 0.002% | |
7/15/2025 | Public Employees Retirement System of Ohio | 157,218 | $11.95M | 0.0% | +2.1% | 0.066% | |
7/15/2025 | Alhambra Investment Management LLC | 2,843 | $216K | 0.1% | N/A | 0.001% | |
7/15/2025 | Fifth Third Bancorp | 12,420 | $944K | 0.0% | +51.1% | 0.005% | |
7/15/2025 | Forte Capital LLC ADV | 2,750 | $209K | 0.0% | N/A | 0.001% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 121,490 | $9.23M | 0.1% | -53.0% | 0.051% | |
7/14/2025 | CHICAGO TRUST Co NA | 3,029 | $230K | 0.0% | N/A | 0.001% | |
7/14/2025 | Opal Wealth Advisors LLC | 548 | $42K | 0.0% | -75.8% | 0.000% | |
7/14/2025 | Argentarii LLC | 4,959 | $377K | 0.2% | -2.5% | 0.002% | |
7/14/2025 | Gries Financial LLC | 2,669 | $203K | 0.0% | -29.3% | 0.001% | |
7/14/2025 | Clear Harbor Asset Management LLC | 244,291 | $18.56M | 1.4% | -2.6% | 0.102% | |
7/14/2025 | Park Avenue Securities LLC | 9,607 | $730K | 0.0% | N/A | 0.004% | |
7/11/2025 | Farther Finance Advisors LLC | 1,804 | $137K | 0.0% | +84.8% | 0.001% | |
7/11/2025 | CX Institutional | 7,054 | $536K | 0.0% | +11.7% | 0.003% | |
7/11/2025 | UMB Bank n.a. | 1,885 | $143K | 0.0% | +3,746.9% | 0.001% | |
7/11/2025 | Lantz Financial LLC | 3,057 | $232K | 0.1% | N/A | 0.001% | |
7/11/2025 | AA Financial Advisors LLC | 2,938 | $223K | 0.0% | N/A | 0.001% | |
7/11/2025 | Assenagon Asset Management S.A. | 362,588 | $27.55M | 0.0% | -55.6% | 0.152% | |
7/11/2025 | IFM Investors Pty Ltd | 44,912 | $3.41M | 0.0% | +6.7% | 0.019% | |
7/10/2025 | Security National Bank | 67,689 | $5.14M | 0.9% | +2.1% | 0.028% | |
7/10/2025 | Contravisory Investment Management Inc. | 6,499 | $494K | 0.1% | N/A | 0.003% | |
7/10/2025 | Exchange Traded Concepts LLC | 174,632 | $13.27M | 0.2% | -9.0% | 0.073% | |
7/10/2025 | Fulton Bank N.A. | 11,583 | $880K | 0.0% | +7.1% | 0.005% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 51,324 | $4.05M | 0.0% | +43.1% | 0.022% | |
7/10/2025 | Bath Savings Trust Co | 26,645 | $2.02M | 0.2% | -0.5% | 0.011% | |
7/10/2025 | Wedmont Private Capital | 3,915 | $312K | 0.0% | N/A | 0.002% | |
7/10/2025 | Swedbank AB | 292,283 | $22.21M | 0.0% | +7.9% | 0.123% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 111,268 | $8.45M | 0.1% | -1.7% | 0.047% | |
7/10/2025 | Jackson Square Capital LLC | 68,259 | $5.19M | 1.2% | N/A | 0.029% | |
7/9/2025 | Sivia Capital Partners LLC | 2,743 | $208K | 0.1% | N/A | 0.001% | |
7/9/2025 | Lincoln Capital Corp | 3,068 | $233K | 0.1% | N/A | 0.001% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
7/9/2025 | Procyon Advisors LLC | 8,950 | $680K | 0.1% | +29.3% | 0.004% | |
7/9/2025 | Pallas Capital Advisors LLC | 11,790 | $896K | 0.0% | +23.2% | 0.005% | |
7/9/2025 | New England Research & Management Inc. | 15,340 | $1.17M | 0.6% | -1.9% | 0.006% | |
7/9/2025 | Czech National Bank | 58,319 | $4.43M | 0.0% | +3.3% | 0.024% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 74,457 | $5.66M | 0.2% | +177.8% | 0.031% | |
7/8/2025 | Davis Investment Partners LLC | 8,670 | $663K | 0.2% | N/A | 0.004% | |
7/8/2025 | E. Ohman J or Asset Management AB | 8,804 | $669K | 0.0% | -27.4% | 0.004% | |
7/8/2025 | Parallel Advisors LLC | 3,363 | $256K | 0.0% | +76.6% | 0.001% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,345 | $178K | 0.0% | +46.7% | 0.001% | |
6/23/2025 | Swedbank AB | 270,872 | $17.78M | 0.0% | -1.0% | 0.114% | |