7/26/2024 | Breakwater Capital Group | 4,369 | $500K | 0.1% | +7.1% | 0.000% | |
7/26/2024 | Conning Inc. | 315,535 | $36.04M | 1.3% | -6.9% | 0.027% | |
7/26/2024 | Simmons Bank | 23,602 | $2.70M | 0.2% | -12.9% | 0.002% | |
7/26/2024 | Checchi Capital Advisers LLC | 13,350 | $1.53M | 0.1% | -3.8% | 0.001% | |
7/26/2024 | Worth Financial Advisory Group LLC | 2,123 | $243K | 0.2% | -12.7% | 0.000% | |
7/26/2024 | Harbour Investments Inc. | 13,574 | $1.55M | 0.1% | +4.9% | 0.001% | |
|
7/26/2024 | Klein Pavlis & Peasley Financial Inc. | 15,600 | $1.78M | 1.6% | +8.3% | 0.001% | |
7/26/2024 | Bensler LLC | 2,119 | $242K | 0.0% | +20.5% | 0.000% | |
7/26/2024 | Eagle Bay Advisors LLC | 1,987 | $227K | 0.1% | +6.4% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 11,671 | $1.34M | 0.2% | +7.0% | 0.001% | |
7/26/2024 | Atomi Financial Group Inc. | 10,347 | $1.18M | 0.1% | +52.2% | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 187,672 | $21.47M | 0.1% | +0.9% | 0.016% | |
7/26/2024 | Legato Capital Management LLC | 22,714 | $2.60M | 0.4% | -25.1% | 0.002% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 8,193 | $937K | 0.3% | -1.7% | 0.001% | |
7/26/2024 | Aspen Investment Management Inc | 5,188 | $593K | 0.3% | +2.0% | 0.000% | |
7/26/2024 | Dearborn Partners LLC | 1,805 | $207K | 0.0% | -16.9% | 0.000% | |
7/26/2024 | GAM Holding AG | 110,821 | $12.68M | 1.0% | +5.5% | 0.009% | |
7/26/2024 | AlphaStar Capital Management LLC | 6,391 | $731K | 0.1% | -17.9% | 0.001% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 3,845 | $440K | 0.0% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 678,534 | $77.61M | 0.1% | -3.5% | 0.058% | |
7/26/2024 | State of Michigan Retirement System | 358,291 | $40.98M | 0.2% | -2.1% | 0.031% | |
7/26/2024 | First Command Advisory Services Inc. | 2,183 | $250K | 0.0% | +35.3% | 0.000% | |
7/26/2024 | Hyman Charles D | 142,693 | $16.32M | 0.9% | -0.6% | 0.012% | |
7/26/2024 | SlateStone Wealth LLC | 13,482 | $1.54M | 0.2% | +5.1% | 0.001% | |
7/26/2024 | Bailard Inc. | 186,262 | $21.31M | 0.6% | +0.2% | 0.016% | |
7/26/2024 | Verdence Capital Advisors LLC | 37,510 | $4.29M | 0.4% | +1.7% | 0.003% | |
7/26/2024 | Bank of New York Mellon Corp | 14,343,495 | $1.64B | 0.3% | -4.3% | 1.226% | |
7/26/2024 | Catalyst Financial Partners LLC | 4,460 | $510K | 0.1% | +4.8% | 0.000% | |
7/26/2024 | Salomon & Ludwin LLC | 365 | $42K | 0.0% | -74.6% | 0.000% | |
7/26/2024 | Patten Group Inc. | 12,172 | $1.39M | 0.3% | +2.4% | 0.001% | |
7/25/2024 | New Millennium Group LLC | 894 | $102K | 0.1% | N/A | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 2,149 | $246K | 0.0% | -4.8% | 0.000% | |
7/25/2024 | apricus wealth LLC | 22,372 | $2.56M | 1.8% | +0.9% | 0.002% | |
7/25/2024 | Hills Bank & Trust Co | 4,561 | $522K | 0.0% | +6.5% | 0.000% | |
7/25/2024 | Cypress Capital Group | 18,694 | $2.14M | 0.3% | -0.8% | 0.002% | |
7/25/2024 | Raymond James Trust N.A. | 52,196 | $5.97M | 0.1% | -5.6% | 0.004% | |
7/25/2024 | Wedgewood Investors Inc. PA | 6,476 | $741K | 0.9% | N/A | 0.001% | |
7/25/2024 | Highland Capital Management LLC | 103,997 | $11.90M | 0.7% | -2.1% | 0.009% | |
7/25/2024 | Calamos Advisors LLC | 318,955 | $36.48M | 0.2% | -2.5% | 0.027% | |
7/25/2024 | AMG National Trust Bank | 10,162 | $1.16M | 0.0% | +24.4% | 0.001% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/25/2024 | Calamos Wealth Management LLC | 3,813 | $436K | 0.0% | -6.2% | 0.000% | |
7/25/2024 | Independence Bank of Kentucky | 6,470 | $740K | 0.2% | +38.8% | 0.001% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 6,065 | $694K | 0.1% | +3.3% | 0.001% | |
7/25/2024 | Spirit of America Management Corp NY | 28,000 | $3.20M | 0.6% | +22.3% | 0.002% | |
7/25/2024 | Vivid Wealth Management LLC | 16,802 | $1.92M | 1.1% | N/A | 0.001% | |
7/25/2024 | Institute for Wealth Management LLC. | 10,443 | $1.19M | 0.2% | +1.4% | 0.001% | |
7/25/2024 | Kanawha Capital Management LLC | 39,004 | $4.46M | 0.3% | +4.2% | 0.003% | |
7/25/2024 | First National Bank of Hutchinson | 11,716 | $1.34M | 0.9% | +67.8% | 0.001% | |
7/25/2024 | Waterway Wealth Management LLC | 3,127 | $358K | 0.2% | -13.8% | 0.000% | |
7/25/2024 | Destination Wealth Management | 5,035 | $576K | 0.0% | -4.9% | 0.000% | |
7/25/2024 | Banque Pictet & Cie SA | 11,450 | $1.31M | 0.0% | +39.6% | 0.001% | |
7/25/2024 | First Merchants Corp | 51,927 | $5.94M | 0.2% | -0.6% | 0.004% | |
7/25/2024 | Bank of Stockton | 4,879 | $558K | 0.2% | -13.1% | 0.000% | |
7/25/2024 | Schwartz Investment Counsel Inc. | 135,800 | $15.53M | 0.6% | +14.1% | 0.012% | |
7/25/2024 | Atlantic Union Bankshares Corp | 48,216 | $5.52M | 0.3% | +53.3% | 0.004% | |
7/25/2024 | Capital Insight Partners LLC | 5,592 | $640K | 0.1% | +2.5% | 0.000% | |
7/24/2024 | LRI Investments LLC | 3,122 | $357K | 0.0% | +587.7% | 0.000% | |
7/24/2024 | EdgeRock Capital LLC | 788 | $90K | 0.1% | N/A | 0.000% | |
7/24/2024 | Advisory Resource Group | 222,273 | $25.42M | 5.7% | -1.2% | 0.019% | |
7/24/2024 | TrueWealth Advisors LLC | 3,481 | $398K | 0.1% | N/A | 0.000% | |
7/24/2024 | Tower Bridge Advisors | 5,998 | $686K | 0.1% | +5.6% | 0.001% | |
7/24/2024 | Transcendent Capital Group LLC | 1,409 | $161K | 0.1% | -10.0% | 0.000% | |
7/24/2024 | Grove Bank & Trust | 17,122 | $1.96M | 0.3% | -0.7% | 0.001% | |
7/24/2024 | Retirement Systems of Alabama | 774,576 | $88.60M | 0.3% | -4.1% | 0.066% | |
7/24/2024 | Penbrook Management LLC | 2,025 | $232K | 0.1% | -4.7% | 0.000% | |
7/24/2024 | West Oak Capital LLC | 1,024 | $117K | 0.0% | +24.3% | 0.000% | |
7/24/2024 | Quotient Wealth Partners LLC | 42,206 | $4.83M | 0.2% | -5.9% | 0.004% | |
7/24/2024 | Avitas Wealth Management LLC | 13,608 | $1.56M | 0.2% | -0.8% | 0.001% | |
7/24/2024 | Everhart Financial Group Inc. | 2,144 | $245K | 0.1% | -41.8% | 0.000% | |
7/24/2024 | Premier Path Wealth Partners LLC | 4,031 | $461K | 0.1% | -13.9% | 0.000% | |
7/24/2024 | Catalina Capital Group LLC | 7,151 | $818K | 0.3% | +17.1% | 0.001% | |
7/24/2024 | Mcrae Capital Management Inc. | 4,118 | $471K | 0.1% | -9.5% | 0.000% | |
7/24/2024 | Slagle Financial LLC | 17,621 | $2.02M | 1.0% | +7.6% | 0.002% | |
7/24/2024 | Cornerstone Wealth Group LLC | 66,272 | $7.58M | 0.7% | +3.3% | 0.006% | |
7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 3,011 | $344K | 0.1% | +33.8% | 0.000% | |
7/24/2024 | New York State Teachers Retirement System | 1,155,035 | $132.11M | 0.3% | -4.1% | 0.099% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,868 | $1.13M | 0.2% | +2.2% | 0.001% | |
7/24/2024 | Louisiana State Employees Retirement System | 66,200 | $7.57M | 0.1% | -3.5% | 0.006% | |
7/24/2024 | &PARTNERS | 38,766 | $4.44M | 0.2% | +280.7% | 0.003% | |
7/23/2024 | Tevis Investment Management | 2,406 | $275K | 0.2% | -21.9% | 0.000% | |
7/23/2024 | HTLF Bank | 7,894 | $903K | 0.1% | -3.3% | 0.001% | |
7/23/2024 | GYL Financial Synergies LLC | 4,291 | $491K | 0.0% | -7.2% | 0.000% | |
7/23/2024 | Hennessy Advisors Inc. | 31,645 | $3.62M | 0.1% | -1.2% | 0.003% | |
7/23/2024 | Atlas Brown Inc. | 1,899 | $217K | 0.1% | N/A | 0.000% | |
7/23/2024 | First National Bank & Trust Co. of Newtown | 12,481 | $1.43M | 0.3% | -3.4% | 0.001% | |
7/23/2024 | Griffin Asset Management Inc. | 42,329 | $4.84M | 0.6% | +1.5% | 0.004% | |
7/23/2024 | Trust Co. of Oklahoma | 11,398 | $1.30M | 0.5% | -1.1% | 0.001% | |
7/23/2024 | American National Bank | 6,739 | $771K | 0.1% | -15.3% | 0.001% | |
7/23/2024 | RMR Wealth Builders | 2,663 | $305K | 0.0% | +25.3% | 0.000% | |
7/23/2024 | Keystone Financial Services | 3,815 | $436K | 0.2% | +17.3% | 0.000% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/23/2024 | Stableford Capital II LLC | 8,051 | $935K | 0.4% | +8.6% | 0.001% | |
7/23/2024 | Courier Capital LLC | 19,283 | $2.21M | 0.2% | -1.3% | 0.002% | |
7/23/2024 | Eastern Bank | 184,815 | $21.14M | 0.9% | +17.5% | 0.016% | |
7/23/2024 | Rockland Trust Co. | 7,033 | $804K | 0.0% | -3.7% | 0.001% | |
7/23/2024 | Eads & Heald Wealth Management | 9,253 | $1.06M | 0.5% | -2.3% | 0.001% | |
7/23/2024 | Iowa State Bank | 24,098 | $2.76M | 0.6% | +3.7% | 0.002% | |
7/23/2024 | Busey Bank | 13,473 | $1.54M | 0.1% | -6.5% | 0.001% | |
7/23/2024 | Byrne Asset Management LLC | 12,303 | $1.40M | 1.0% | +3.9% | 0.001% | |
7/23/2024 | Vicus Capital | 2,637 | $302K | 0.0% | +3.7% | 0.000% | |
7/23/2024 | KG&L Capital Management LLC | 6,621 | $757K | 0.3% | +41.9% | 0.001% | |