4/30/2025 | State of Michigan Retirement System | 219,125 | $13.89M | 0.1% | -3.2% | 0.025% | |
4/30/2025 | MJP Associates Inc. ADV | 14,192 | $900K | 0.2% | +30.6% | 0.002% | |
4/30/2025 | Cerity Partners LLC | 172,901 | $10.96M | 0.0% | +32.2% | 0.020% | |
4/30/2025 | Code Waechter LLC | 3,383 | $214K | 0.2% | +5.1% | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 110,826 | $7.03M | 0.8% | +2.4% | 0.013% | |
4/30/2025 | Allworth Financial LP | 166,311 | $10.03M | 0.1% | -0.8% | 0.019% | |
4/30/2025 | Alpine Woods Capital Investors LLC | 104,262 | $6.61M | 1.7% | -12.1% | 0.012% | |
4/30/2025 | Quotient Wealth Partners LLC | 15,104 | $958K | 0.0% | +2.7% | 0.002% | |
4/30/2025 | Nisa Investment Advisors LLC | 245,212 | $15.55M | 0.1% | +1.0% | 0.028% | |
4/30/2025 | Axxcess Wealth Management LLC | 7,017 | $445K | 0.0% | -5.9% | 0.001% | |
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4/30/2025 | New Mexico Educational Retirement Board | 39,017 | $2.47M | 0.1% | -2.5% | 0.005% | |
4/30/2025 | Court Place Advisors LLC | 4,839 | $307K | 0.1% | -5.2% | 0.001% | |
4/30/2025 | Rehmann Capital Advisory Group | 11,933 | $757K | 0.0% | +3.9% | 0.001% | |
4/30/2025 | Greenleaf Trust | 25,009 | $1.59M | 0.0% | +6.5% | 0.003% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 1,256,533 | $78.88M | 0.2% | -6.0% | 0.145% | |
4/30/2025 | Valeo Financial Advisors LLC | 12,159 | $771K | 0.0% | +2.1% | 0.001% | |
4/30/2025 | CapWealth Advisors LLC | 105,736 | $6.70M | 0.7% | +5.9% | 0.012% | |
4/30/2025 | M&T Bank Corp | 299,009 | $18.96M | 0.1% | -2.3% | 0.035% | |
4/30/2025 | Stratos Wealth Partners LTD. | 18,654 | $1.18M | 0.0% | -5.2% | 0.002% | |
4/30/2025 | Stratos Wealth Advisors LLC | 4,863 | $308K | 0.0% | +9.3% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 9,673,979 | $613.33M | 0.9% | +82.6% | 1.120% | |
4/30/2025 | Crossmark Global Holdings Inc. | 43,969 | $2.79M | 0.0% | +10.7% | 0.005% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 111,159 | $7.05M | 0.2% | +0.2% | 0.013% | |
4/29/2025 | Richard Bernstein Advisors LLC | 62,416 | $3.96M | 0.1% | -5.5% | 0.007% | |
4/29/2025 | Financial Counselors Inc. | 6,871 | $436K | 0.0% | -20.5% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 21,712 | $1.38M | 0.0% | +60.2% | 0.003% | |
4/29/2025 | Heritage Wealth Management Inc. | 4,946 | $314K | 0.1% | -18.0% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,651,545 | $168.11M | 0.1% | +13.0% | 0.307% | |
4/29/2025 | Hexagon Capital Partners LLC | 698 | $44K | 0.0% | -24.2% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 8,180 | $517K | 0.0% | -22.9% | 0.001% | |
4/29/2025 | Meridian Investment Counsel Inc. | 3,834 | $243K | 0.1% | -19.1% | 0.000% | |
4/29/2025 | Lee Danner & Bass Inc. | 34,593 | $2.19M | 0.2% | -0.6% | 0.004% | |
4/29/2025 | Proffitt & Goodson Inc. | 8,406 | $533K | 0.1% | +3.3% | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 34,021 | $2.16M | 0.1% | +24.0% | 0.004% | |
4/29/2025 | Simmons Bank | 10,572 | $670K | 0.1% | -3.1% | 0.001% | |
4/29/2025 | HM Payson & Co. | 88,383 | $5.60M | 0.1% | -1.6% | 0.010% | |
4/29/2025 | Bank of New York Mellon Corp | 5,472,286 | $346.94M | 0.1% | -2.6% | 0.633% | |
4/29/2025 | World Investment Advisors | 5,516 | $350K | 0.0% | +38.2% | 0.001% | |
4/29/2025 | Groesbeck Investment Management Corp NJ | 6,036 | $383K | 0.5% | -17.3% | 0.001% | |
4/29/2025 | Impax Asset Management Group plc | 3,265,007 | $207.00M | 1.2% | -6.8% | 0.378% | |
New “Trump” currency proposed in DC (Ad) According to one of the most connected men in Washington…
A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note.
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4/29/2025 | Kintegral Advisory LLC | 17,968 | $1.14M | 0.2% | -32.9% | 0.002% | |
4/29/2025 | IFM Investors Pty Ltd | 189,986 | $12.05M | 0.1% | +8.1% | 0.022% | |
4/29/2025 | OneDigital Investment Advisors LLC | 20,893 | $1.33M | 0.0% | +4.3% | 0.002% | |
4/29/2025 | Hartline Investment Corp | 29,774 | $1.89M | 0.3% | -7.6% | 0.003% | |
4/29/2025 | Calamos Advisors LLC | 286,902 | $18.19M | 0.1% | +1.1% | 0.033% | |
4/29/2025 | Checchi Capital Advisers LLC | 9,150 | $580K | 0.0% | +5.2% | 0.001% | |
4/28/2025 | North Capital Inc. | 882 | $56K | 0.1% | N/A | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 106,559 | $6.76M | 0.1% | -3.3% | 0.012% | |
4/28/2025 | Principal Financial Group Inc. | 2,608,946 | $165.41M | 0.1% | -2.2% | 0.302% | |
4/28/2025 | Mutual Advisors LLC | 5,506 | $331K | 0.0% | +5.7% | 0.001% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 69,368 | $4.40M | 0.1% | -3.0% | 0.008% | |
4/28/2025 | Buffington Mohr McNeal | 13,200 | $837K | 0.2% | -8.4% | 0.002% | |
4/28/2025 | Resonant Capital Advisors LLC | 10,063 | $638K | 0.0% | +3.2% | 0.001% | |
4/28/2025 | Teacher Retirement System of Texas | 155,573 | $9.86M | 0.0% | +224.6% | 0.018% | |
4/28/2025 | First Horizon Advisors Inc. | 7,189 | $456K | 0.0% | -8.3% | 0.001% | |
4/28/2025 | Private Trust Co. NA | 11,204 | $710K | 0.1% | +1.9% | 0.001% | |
4/28/2025 | Pinnacle Financial Partners Inc | 3,780 | $243K | 0.0% | -31.3% | 0.000% | |
4/28/2025 | Kanawha Capital Management LLC | 133,842 | $8.49M | 0.7% | -1.6% | 0.015% | |
4/28/2025 | First Bank & Trust | 5,128 | $325K | 0.1% | +7.0% | 0.001% | |
4/28/2025 | FSM Wealth Advisors LLC | 7,313 | $464K | 0.1% | +6.8% | 0.001% | |
4/28/2025 | Keybank National Association OH | 156,200 | $9.90M | 0.0% | +1.3% | 0.018% | |
4/28/2025 | Rossby Financial LCC | 844 | $51K | 0.0% | N/A | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 94,280 | $5.98M | 0.0% | +3.8% | 0.011% | |
4/28/2025 | Summit Trail Advisors LLC | 30,100 | $1.91M | 0.1% | +24.2% | 0.003% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 92,492 | $5.86M | 0.1% | +1.1% | 0.011% | |
4/28/2025 | Vontobel Holding Ltd. | 602,393 | $38.19M | 0.1% | -11.9% | 0.070% | |
4/25/2025 | Mather Group LLC. | 11,647 | $738K | 0.0% | +5.1% | 0.001% | |
4/25/2025 | Alta Advisers Ltd | 4,463 | $283K | 0.1% | N/A | 0.001% | |
4/25/2025 | Deseret Mutual Benefit Administrators | 1,986 | $126K | 0.1% | -29.1% | 0.000% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 130,973 | $8.30M | 0.1% | -2.1% | 0.015% | |
4/25/2025 | Koshinski Asset Management Inc. | 3,463 | $220K | 0.0% | N/A | 0.000% | |
4/25/2025 | Red Door Wealth Management LLC | 4,277 | $271K | 0.0% | +26.7% | 0.000% | |
4/25/2025 | WASHINGTON TRUST Co | 6,601 | $419K | 0.0% | -16.5% | 0.001% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 56,327 | $3.57M | 0.4% | -3.8% | 0.007% | |
4/25/2025 | Valley National Advisers Inc. | 996 | $63K | 0.0% | +153.4% | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 15,184 | $970K | 0.0% | +299.4% | 0.002% | |
4/25/2025 | New York State Teachers Retirement System | 583,834 | $37.02M | 0.1% | -10.0% | 0.068% | |
4/25/2025 | Amalgamated Bank | 164,519 | $10.43M | 0.1% | -1.7% | 0.019% | |
4/25/2025 | Citizens National Bank Trust Department | 2,005 | $127K | 0.0% | -16.6% | 0.000% | |
4/25/2025 | Essex Financial Services Inc. | 41,778 | $2.65M | 0.2% | +0.4% | 0.005% | |
4/25/2025 | Hills Bank & Trust Co | 2,788 | $177K | 0.0% | N/A | 0.000% | |
4/25/2025 | KBC Group NV | 153,549 | $9.74M | 0.0% | -11.3% | 0.018% | |
4/25/2025 | Little House Capital LLC | 16,764 | $1.06M | 0.3% | +42.6% | 0.002% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,861,319 | $118.01M | 0.1% | -0.9% | 0.215% | |
4/24/2025 | Golden State Wealth Management LLC | 1,389 | $88K | 0.0% | +51.8% | 0.000% | |
4/24/2025 | Crescent Grove Advisors LLC | 104,643 | $6.63M | 0.7% | +40.0% | 0.012% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 37,762 | $2.40M | 0.0% | -2.6% | 0.004% | |
4/24/2025 | Highland Capital Management LLC | 224,492 | $14.23M | 0.9% | -0.8% | 0.026% | |
4/24/2025 | BSW Wealth Partners | 8,122 | $515K | 0.1% | +45.2% | 0.001% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 95,839 | $6.07M | 0.0% | +12.5% | 0.011% | |
New “Trump” currency proposed in DC (Ad) According to one of the most connected men in Washington…
A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note.
All to celebrate a new “golden age” for America.
 When you see what could happen – I think you’ll be excited. |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 27,835 | $1.77M | 0.0% | -5.8% | 0.003% | |
4/24/2025 | Transcend Capital Advisors LLC | 7,341 | $465K | 0.0% | +13.4% | 0.001% | |
4/24/2025 | Trust Co. of Vermont | 37,519 | $2.38M | 0.1% | -3.6% | 0.004% | |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 8,094 | $474K | 0.0% | +9.6% | 0.001% | |
4/24/2025 | Diversified Trust Co | 17,128 | $1.09M | 0.0% | +2.9% | 0.002% | |
4/24/2025 | PDS Planning Inc | 3,730 | $236K | 0.0% | +18.1% | 0.000% | |
4/24/2025 | MFG Wealth Management Inc. | 32,535 | $2.06M | 2.0% | -32.2% | 0.004% | |
4/23/2025 | KG&L Capital Management LLC | 3,836 | $243K | 0.1% | -5.9% | 0.000% | |
4/23/2025 | Penobscot Investment Management Company Inc. | 20,678 | $1.31M | 0.1% | +11.1% | 0.002% | |
4/23/2025 | Western Wealth Management LLC | 5,762 | $365K | 0.0% | -11.1% | 0.001% | |