5/1/2025 | Country Club Bank | 9,547 | $1.01M | 0.1% | -10.4% | 0.002% | |
4/30/2025 | Ramsay Stattman Vela & Price Inc. | 12,079 | $1.27M | 0.2% | -70.4% | 0.002% | |
4/30/2025 | Cerity Partners LLC | 48,662 | $5.10M | 0.0% | +5.3% | 0.009% | |
4/30/2025 | DMC Group LLC | 2,481 | $260K | 0.2% | +31.6% | 0.000% | |
4/30/2025 | Allworth Financial LP | 1,184 | $132K | 0.0% | -10.6% | 0.000% | |
4/30/2025 | Quotient Wealth Partners LLC | 3,860 | $404K | 0.0% | -4.3% | 0.001% | |
4/30/2025 | Axxcess Wealth Management LLC | 5,688 | $596K | 0.0% | +5.1% | 0.001% | |
4/30/2025 | Rehmann Capital Advisory Group | 3,755 | $394K | 0.0% | -12.0% | 0.001% | |
4/30/2025 | Greenleaf Trust | 4,164 | $436K | 0.0% | +29.8% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 30,880 | $3.24M | 0.1% | -3.5% | 0.006% | |
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4/30/2025 | M&T Bank Corp | 30,780 | $3.23M | 0.0% | -2.0% | 0.006% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,488 | $366K | 0.0% | -26.6% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 27,525 | $2.88M | 0.0% | +22.0% | 0.005% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 38,779 | $4.06M | 0.5% | -3.2% | 0.007% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 18,932 | $1.98M | 0.4% | +10.1% | 0.003% | |
4/30/2025 | Abound Financial LLC | 261 | $27K | 0.0% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 10,819 | $1.13M | 0.0% | +3.2% | 0.002% | |
4/30/2025 | Fullcircle Wealth LLC | 7,806 | $868K | 0.4% | -18.0% | 0.001% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 89,853 | $9.42M | 0.3% | +75.5% | 0.016% | |
4/29/2025 | Raleigh Capital Management Inc. | 7,953 | $833K | 0.4% | +3.4% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 19,180 | $2.01M | 0.1% | -0.5% | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,441,300 | $151.03M | 0.0% | +3.1% | 0.259% | |
4/29/2025 | Roffman Miller Associates Inc. PA | 99,994 | $10.48M | 0.7% | -9.6% | 0.018% | |
4/29/2025 | Hexagon Capital Partners LLC | 623 | $65K | 0.0% | -36.8% | 0.000% | |
4/29/2025 | Lee Danner & Bass Inc. | 25,711 | $2.69M | 0.2% | -1.2% | 0.005% | |
4/29/2025 | Core Alternative Capital | 7,815 | $819K | 0.2% | -51.3% | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 14,575 | $1.53M | 0.0% | -4.3% | 0.003% | |
4/29/2025 | HM Payson & Co. | 29,848 | $3.13M | 0.1% | -16.7% | 0.005% | |
4/29/2025 | Bank of New York Mellon Corp | 362,145 | $37.95M | 0.0% | +3.9% | 0.065% | |
4/29/2025 | World Investment Advisors | 45,214 | $4.74M | 0.1% | +13.2% | 0.008% | |
4/29/2025 | Timber Creek Capital Management LLC | 41,238 | $4.32M | 1.2% | -0.8% | 0.007% | |
4/29/2025 | OneDigital Investment Advisors LLC | 26,131 | $2.74M | 0.0% | +3.1% | 0.005% | |
4/28/2025 | D.A. Davidson & CO. | 34,735 | $3.64M | 0.0% | +713.3% | 0.006% | |
4/28/2025 | Mutual Advisors LLC | 15,541 | $1.72M | 0.0% | -4.2% | 0.003% | |
4/28/2025 | St. James Investment Company LLC | 55,533 | $5.82M | 1.0% | -61.0% | 0.010% | |
4/28/2025 | R.H. Investment Group LLC | 23,636 | $2.48M | 2.4% | +9.1% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 3,121 | $327K | 0.0% | -9.1% | 0.001% | |
4/28/2025 | Pinnacle Financial Partners Inc | 5,650 | $592K | 0.0% | -89.2% | 0.001% | |
4/28/2025 | Fiduciary Group LLC | 2,270 | $238K | 0.0% | -16.5% | 0.000% | |
4/28/2025 | McGinn Penninger Investment Management Inc. | 44,122 | $4.62M | 3.0% | +8.1% | 0.008% | |
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 |
4/28/2025 | Aaron Wealth Advisors LLC | 3,440 | $360K | 0.0% | +6.3% | 0.001% | |
4/28/2025 | First Bank & Trust | 9,955 | $1.04M | 0.2% | +16.8% | 0.002% | |
4/28/2025 | WCM Investment Management LLC | 23,046 | $2.43M | 0.0% | N/A | 0.004% | |
4/28/2025 | Lawson Kroeker Investment Management Inc. NE | 3,432 | $360K | 0.1% | -38.5% | 0.001% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 3,031 | $318K | 0.3% | +12.2% | 0.001% | |
4/28/2025 | Keybank National Association OH | 13,270 | $1.39M | 0.0% | -22.9% | 0.002% | |
4/28/2025 | Phraction Management LLC | 4,180 | $438K | 0.1% | -56.6% | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 83,767 | $8.78M | 0.1% | -2.9% | 0.015% | |
4/28/2025 | Summit Trail Advisors LLC | 3,173 | $337K | 0.0% | -26.6% | 0.001% | |
4/28/2025 | Vontobel Holding Ltd. | 7,000 | $734K | 0.0% | N/A | 0.001% | |
4/25/2025 | Townsend & Associates Inc | 139,903 | $15.35M | 1.6% | +41.4% | 0.025% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 5,160 | $541K | 0.1% | -8.7% | 0.001% | |
4/25/2025 | Washington Trust Advisors Inc. | 28,335 | $2.97M | 0.3% | -0.9% | 0.005% | |
4/25/2025 | Buttonwood Financial Advisors Inc. | 10,205 | $1.07M | 0.5% | +36.8% | 0.002% | |
4/25/2025 | Citizens National Bank Trust Department | 13,075 | $1.37M | 0.3% | -4.5% | 0.002% | |
4/25/2025 | Naviter Wealth LLC | 12,310 | $1.32M | 0.2% | -3.4% | 0.002% | |
4/25/2025 | Joel Isaacson & Co. LLC | 7,975 | $836K | 0.0% | -2.7% | 0.001% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 5,624 | $588K | 0.0% | +96.5% | 0.001% | |
4/24/2025 | Highland Capital Management LLC | 13,710 | $1.44M | 0.1% | -6.2% | 0.002% | |
4/24/2025 | TCV Trust & Wealth Management Inc. | 45,416 | $4.76M | 0.4% | -6.5% | 0.008% | |
4/24/2025 | 3Chopt Investment Partners LLC | 2,007 | $214K | 0.1% | N/A | 0.000% | |
4/24/2025 | Lafayette Investments Inc. | 58,316 | $6.11M | 1.3% | +3.7% | 0.010% | |
4/24/2025 | Philip James Wealth Mangement LLC | 18,212 | $1.91M | 0.2% | N/A | 0.003% | |
4/24/2025 | Canvas Wealth Advisors LLC | 3,762 | $423K | 0.1% | -31.1% | 0.001% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 22,949 | $2.45M | 0.0% | -38.5% | 0.004% | |
4/24/2025 | Transcend Capital Advisors LLC | 5,057 | $530K | 0.0% | -3.7% | 0.001% | |
4/24/2025 | Trust Co. of Vermont | 14,999 | $1.57M | 0.1% | -26.7% | 0.003% | |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 499 | $55K | 0.0% | -58.7% | 0.000% | |
4/24/2025 | Park Place Capital Corp | 2,641 | $277K | 0.1% | +24.2% | 0.000% | |
4/24/2025 | Intelligent Financial Strategies | 716 | $77K | 0.0% | -22.3% | 0.000% | |
4/23/2025 | Penobscot Investment Management Company Inc. | 9,084 | $952K | 0.1% | -17.6% | 0.002% | |
4/23/2025 | Sequoia Financial Advisors LLC | 2,393 | $251K | 0.0% | -35.9% | 0.000% | |
4/23/2025 | Value Partners Investments Inc. | 29,921 | $3.14M | 0.3% | N/A | 0.005% | |
4/23/2025 | Kavar Capital Partners Group LLC | 30,747 | $3.22M | 0.5% | -5.5% | 0.006% | |
4/23/2025 | Arlington Partners LLC | 38,562 | $4.04M | 1.6% | +1,049.0% | 0.007% | |
4/23/2025 | Pinnacle Bancorp Inc. | 938 | $98K | 0.0% | -9.6% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 3,688 | $386K | 0.0% | +273.7% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 2,697 | $283K | 0.0% | +26.9% | 0.000% | |
4/23/2025 | Spire Wealth Management | 2,677 | $281K | 0.0% | -24.5% | 0.000% | |
4/23/2025 | Mill Capital Management LLC | 9,341 | $979K | 0.1% | -91.6% | 0.002% | |
4/23/2025 | Moran Wealth Management LLC | 39,419 | $4.13M | 0.1% | +5.3% | 0.007% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 2,913 | $305K | 0.0% | -31.4% | 0.001% | |
4/23/2025 | Keudell Morrison Wealth Management | 3,878 | $406K | 0.1% | +24.5% | 0.001% | |
4/23/2025 | Asset Management One Co. Ltd. | 3,551 | $372K | 0.0% | -6.8% | 0.001% | |
4/23/2025 | Narwhal Capital Management | 8,192 | $858K | 0.1% | -15.5% | 0.001% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,032 | $1.58M | 0.0% | -9.5% | 0.003% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 179,274 | $18.79M | 0.2% | +14.4% | 0.032% | |
4/22/2025 | Live Oak Private Wealth LLC | 63,207 | $6.62M | 1.1% | +6.7% | 0.011% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 38,788 | $4.07M | 0.0% | +1.8% | 0.007% | |
4/22/2025 | Kennedy Investment Group | 15,491 | $1.62M | 0.8% | -9.8% | 0.003% | |
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 |
4/22/2025 | Manning & Napier Advisors LLC | 31,887 | $3.34M | 0.0% | -1.3% | 0.006% | |
4/22/2025 | Absher Wealth Management LLC | 5,986 | $627K | 0.1% | +2.0% | 0.001% | |
4/22/2025 | TT Capital Management LLC | 3,653 | $383K | 0.3% | +117.7% | 0.001% | |
4/22/2025 | Cullinan Associates Inc. | 2,100 | $220K | 0.0% | -32.3% | 0.000% | |
4/22/2025 | Woodmont Investment Counsel LLC | 8,452 | $886K | 0.1% | -12.5% | 0.002% | |
4/22/2025 | Stonegate Investment Group LLC | 3,478 | $364K | 0.0% | -10.1% | 0.001% | |
4/22/2025 | Jamison Private Wealth Management Inc. | 5,533 | $580K | 0.1% | -2.4% | 0.001% | |
4/22/2025 | Canoe Financial LP | 45,000 | $4.72M | 0.1% | -99.4% | 0.008% | |
4/22/2025 | DMKC Advisory Services LLC | 17,126 | $1.80M | 1.6% | +3.5% | 0.003% | |
4/21/2025 | Good Steward Wealth Advisors LLC | 2,176 | $228K | 0.2% | N/A | 0.000% | |