8/8/2025 | Kingsview Wealth Management LLC | 309,815 | $3.36M | 0.1% | -19.6% | 0.056% | |
8/8/2025 | Intech Investment Management LLC | 377,511 | $4.10M | 0.0% | +92.5% | 0.069% | |
8/8/2025 | Cetera Investment Advisers | 374,059 | $4.06M | 0.0% | +16.6% | 0.068% | |
8/8/2025 | SG Americas Securities LLC | 32,317 | $351K | 0.0% | -20.8% | 0.006% | |
8/8/2025 | Olympiad Research LP | 15,857 | $172K | 0.3% | N/A | 0.003% | |
8/8/2025 | Advisors Capital Management LLC | 29,642 | $322K | 0.0% | N/A | 0.005% | |
8/8/2025 | Kaizen Financial Strategies | 65,951 | $716K | 0.4% | +15.4% | 0.012% | |
8/8/2025 | Police & Firemen s Retirement System of New Jersey | 123,655 | $1.34M | 0.0% | +78.1% | 0.023% | |
8/8/2025 | Geode Capital Management LLC | 11,991,714 | $130.13M | 0.0% | +44.1% | 2.184% | |
8/8/2025 | PNC Financial Services Group Inc. | 71,553 | $776K | 0.0% | +116.3% | 0.013% | |
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8/8/2025 | KBC Group NV | 13,683 | $148K | 0.0% | -28.2% | 0.002% | |
8/8/2025 | Jupiter Asset Management Ltd. | 81,278 | $882K | 0.0% | N/A | 0.015% | |
8/8/2025 | SBI Securities Co. Ltd. | 32,724 | $355K | 0.0% | -16.6% | 0.006% | |
8/7/2025 | Fountainhead AM LLC | 10,446 | $113K | 0.0% | N/A | 0.002% | |
8/7/2025 | ProShare Advisors LLC | 111,826 | $1.21M | 0.0% | +60.0% | 0.020% | |
8/7/2025 | Los Angeles Capital Management LLC | 128,166 | $1.39M | 0.0% | +863.9% | 0.023% | |
8/6/2025 | Summit Investment Advisors Inc. | 32,670 | $232K | 0.2% | +33.8% | 0.006% | |
8/6/2025 | AE Wealth Management LLC | 10,674 | $116K | 0.0% | N/A | 0.002% | |
8/6/2025 | Fox Run Management L.L.C. | 40,564 | $440K | 0.1% | N/A | 0.007% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 55,033 | $597K | 0.1% | N/A | 0.010% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 887,650 | $9.63M | 0.1% | +114.6% | 0.162% | |
8/6/2025 | First Horizon Advisors Inc. | 2,938 | $32K | 0.0% | -28.2% | 0.001% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 6,614 | $72K | 0.0% | +23.7% | 0.001% | |
8/5/2025 | Ring Mountain Capital LLC | 13,162 | $143K | 0.1% | N/A | 0.002% | |
8/5/2025 | Ellevest Inc. | 14,333 | $156K | 0.0% | N/A | 0.003% | |
8/5/2025 | Fullcircle Wealth LLC | 47,450 | $495K | 0.2% | -10.0% | 0.009% | |
8/5/2025 | Bank of New York Mellon Corp | 1,970,026 | $21.38M | 0.0% | +49.1% | 0.359% | |
8/5/2025 | Intellectus Partners LLC | 612,072 | $6.64M | 1.4% | -13.2% | 0.111% | |
8/4/2025 | Amalgamated Bank | 18,606 | $202K | 0.0% | +67.1% | 0.003% | |
8/4/2025 | Savvy Advisors Inc. | 12,832 | $139K | 0.0% | N/A | 0.002% | |
8/4/2025 | Flagship Harbor Advisors LLC | 14,300 | $155K | 0.0% | N/A | 0.003% | |
8/1/2025 | Jennison Associates LLC | 34,170 | $371K | 0.0% | N/A | 0.006% | |
8/1/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 735,683 | $7.98M | 0.7% | +143.7% | 0.134% | |
8/1/2025 | Advisory Alpha LLC | 15,866 | $172K | 0.0% | +12.6% | 0.003% | |
8/1/2025 | United Capital Management of KS Inc. | 31,179 | $338K | 0.1% | N/A | 0.006% | |
8/1/2025 | Teacher Retirement System of Texas | 61,583 | $668K | 0.0% | +12.0% | 0.011% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 220,141 | $2.39M | 0.1% | N/A | 0.040% | |
8/1/2025 | Envestnet Asset Management Inc. | 153,883 | $1.67M | 0.0% | +4.1% | 0.028% | |
8/1/2025 | Green Alpha Advisors LLC | 142,644 | $1.55M | 1.5% | -5.9% | 0.026% | |
7/31/2025 | Nisa Investment Advisors LLC | 61,663 | $669K | 0.0% | +11.4% | 0.011% | |
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7/31/2025 | Wealthfront Advisers LLC | 20,968 | $228K | 0.0% | N/A | 0.004% | |
7/31/2025 | Interchange Capital Partners LLC | 17,597 | $191K | 0.0% | -6.6% | 0.003% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 177,683 | $1.93M | 0.0% | -23.3% | 0.032% | |
7/31/2025 | DDD Partners LLC | 25,970 | $282K | 0.0% | N/A | 0.005% | |
7/31/2025 | AlphaQuest LLC | 2,576 | $28K | 0.0% | +1,181.6% | 0.000% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 6,971,605 | $75.64M | 0.0% | -8.4% | 1.270% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 24,623 | $267K | 0.2% | +471.4% | 0.004% | |
7/30/2025 | Ethic Inc. | 33,999 | $356K | 0.0% | +94.3% | 0.006% | |
7/30/2025 | ARK Investment Management LLC | 29,585,504 | $321.00M | 2.4% | +8.3% | 5.389% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 80,000 | $868K | 0.0% | N/A | 0.015% | |
7/30/2025 | Brookstone Capital Management | 10,418 | $113K | 0.0% | N/A | 0.002% | |
7/30/2025 | FNY Investment Advisers LLC | 5,882 | $63K | 0.0% | N/A | 0.001% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 37,820 | $410K | 0.0% | N/A | 0.007% | |
7/29/2025 | Balboa Wealth Partners | 11,341 | $123K | 0.0% | N/A | 0.002% | |
7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 137,700 | $1.49M | 0.0% | N/A | 0.025% | |
7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 11,955 | $130K | 0.0% | N/A | 0.002% | |
7/29/2025 | United Bank | 39,365 | $427K | 0.2% | N/A | 0.007% | |
7/29/2025 | Stratos Wealth Advisors LLC | 57,703 | $626K | 0.0% | -2.0% | 0.011% | |
7/29/2025 | Aire Advisors LLC | 13,046 | $142K | 0.0% | -10.3% | 0.002% | |
7/28/2025 | Perfromance Wealth Partners LLC | 21,000 | $228K | 0.0% | N/A | 0.004% | |
7/28/2025 | Axxcess Wealth Management LLC | 20,104 | $218K | 0.0% | +15.0% | 0.004% | |
7/25/2025 | Griffin Asset Management Inc. | 13,539 | $147K | 0.0% | N/A | 0.002% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 345,654 | $3.75M | 0.0% | N/A | 0.063% | |
7/25/2025 | Almanack Investment Partners LLC. | 14,020 | $152K | 0.0% | -12.5% | 0.003% | |
7/25/2025 | CWM LLC | 14,981 | $163K | 0.0% | +23.5% | 0.003% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 23,875 | $259K | 0.0% | +76.0% | 0.004% | |
7/25/2025 | Concurrent Investment Advisors LLC | 12,015 | $130K | 0.0% | N/A | 0.002% | |
7/24/2025 | Total Wealth Planning & Management Inc. | 22,265 | $242K | 0.2% | -4.1% | 0.004% | |
7/24/2025 | Blair William & Co. IL | 78,100 | $847K | 0.0% | -82.7% | 0.014% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 8,141 | $88K | 0.0% | N/A | 0.001% | |
7/23/2025 | Vontobel Holding Ltd. | 12,302 | $133K | 0.0% | N/A | 0.002% | |
7/23/2025 | Clear Creek Financial Management LLC | 42,830 | $465K | 0.0% | N/A | 0.008% | |
7/23/2025 | KLP Kapitalforvaltning AS | 114,500 | $1.24M | 0.0% | +57.5% | 0.021% | |
7/23/2025 | SteelPeak Wealth LLC | 22,169 | $241K | 0.0% | N/A | 0.004% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 45,155 | $490K | 0.0% | +50.3% | 0.008% | |
7/22/2025 | Valeo Financial Advisors LLC | 34,644 | $376K | 0.0% | N/A | 0.006% | |
7/22/2025 | DAVENPORT & Co LLC | 45,370 | $492K | 0.0% | +145.2% | 0.008% | |
7/21/2025 | Matauro LLC | 382,884 | $4.15M | 0.8% | -12.2% | 0.070% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 24,513 | $266K | 0.0% | -18.3% | 0.004% | |
7/18/2025 | Vicus Capital | 29,043 | $315K | 0.0% | N/A | 0.005% | |
7/18/2025 | Miller Wealth Advisors LLC | 8,982 | $97K | 0.0% | +28.6% | 0.002% | |
7/18/2025 | PFG Investments LLC | 26,891 | $292K | 0.0% | +6.4% | 0.005% | |
7/18/2025 | Truist Financial Corp | 11,993 | $130K | 0.0% | -42.9% | 0.002% | |
7/17/2025 | Janney Montgomery Scott LLC | 40,181 | $436K | 0.0% | -50.8% | 0.007% | |
7/17/2025 | Avondale Wealth Management | 79,250 | $860K | 0.5% | +40.9% | 0.014% | |
7/16/2025 | Meridian Investment Counsel Inc. | 40,185 | $436K | 0.1% | N/A | 0.007% | |
7/15/2025 | Sara Bay Financial | 13,821 | $150K | 0.1% | +20.1% | 0.003% | |
7/15/2025 | Accurate Wealth Management LLC | 16,765 | $181K | 0.0% | N/A | 0.003% | |
7/15/2025 | Yarbrough Capital LLC | 466,798 | $5.07M | 0.2% | +96.8% | 0.085% | |
7/15/2025 | Focused Wealth Management Inc | 46,400 | $503K | 0.1% | +16.0% | 0.008% | |
HIDDEN IN THE BOOK OF GENESIS… (Ad) “This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth.
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7/14/2025 | AdvisorNet Financial Inc | 17,300 | $188K | 0.0% | +86.0% | 0.003% | |
7/14/2025 | GAMMA Investing LLC | 2,946 | $32K | 0.0% | +219.5% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 3,524 | $38K | 0.0% | +45.7% | 0.001% | |
7/11/2025 | UMB Bank n.a. | 8,575 | $93K | 0.0% | +3,330.0% | 0.002% | |
7/10/2025 | Moody National Bank Trust Division | 169,345 | $1.84M | 0.2% | +0.7% | 0.031% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 28,947 | $294K | 0.0% | +16.8% | 0.005% | |
7/9/2025 | Harbor Capital Advisors Inc. | 219,158 | $2.38M | 0.1% | +8.4% | 0.040% | |
7/9/2025 | Fiduciary Alliance LLC | 13,755 | $149K | 0.0% | +27.3% | 0.003% | |
7/9/2025 | Burr Financial Services LLC | 40,405 | $438K | 0.4% | N/A | 0.007% | |
7/8/2025 | Parallel Advisors LLC | 13,073 | $142K | 0.0% | +167.0% | 0.002% | |