4/26/2024 | YHB Investment Advisors Inc. | 700 | $117K | 0.0% | N/A | 0.001% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 12,234 | $2.05M | 0.3% | +5,781.7% | 0.010% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 1,891 | $316K | 0.0% | N/A | 0.002% | |
4/26/2024 | Virginia Wealth Management Group Inc. | 21,040 | $3.52M | 2.9% | -1.9% | 0.018% | |
4/26/2024 | Financial Insights Inc. | 2,248 | $376K | 0.1% | -45.8% | 0.002% | |
4/26/2024 | Bogart Wealth LLC | 301 | $50K | 0.0% | +207.1% | 0.000% | |
|
4/25/2024 | New York State Teachers Retirement System | 125,833 | $21.03M | 0.0% | -5.6% | 0.105% | |
4/25/2024 | Center for Financial Planning Inc. | 2,051 | $343K | 0.1% | +4.0% | 0.002% | |
4/25/2024 | Bank of New York Mellon Corp | 1,063,163 | $177.71M | 0.0% | -4.1% | 0.891% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 78,614 | $13.14M | 0.0% | +15.6% | 0.066% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 24,891 | $4.16M | 0.0% | -8.8% | 0.021% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 9,750 | $1.63M | 0.0% | +3.9% | 0.008% | |
4/24/2024 | Patton Albertson Miller Group LLC | 37,326 | $6.24M | 0.9% | +11.1% | 0.031% | |
4/24/2024 | Family Legacy Inc. | 4,222 | $706K | 0.3% | +79.9% | 0.004% | |
4/24/2024 | Dakota Wealth Management | 22,708 | $3.80M | 0.1% | +49.7% | 0.019% | |
4/24/2024 | Simplicity Wealth LLC | 3,859 | $645K | 0.0% | N/A | 0.003% | |
4/24/2024 | Spire Wealth Management | 36,313 | $6.07M | 0.2% | +0.4% | 0.030% | |
4/24/2024 | Assenagon Asset Management S.A. | 1,768 | $296K | 0.0% | -12.2% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 445 | $74K | 0.0% | -15.9% | 0.000% | |
4/23/2024 | Louisiana State Employees Retirement System | 7,000 | $1.17M | 0.0% | -4.1% | 0.006% | |
4/23/2024 | Oak Harbor Wealth Partners LLC | 9,550 | $1.60M | 0.5% | +3.0% | 0.008% | |
4/23/2024 | Amalgamated Bank | 25,359 | $4.24M | 0.0% | -23.4% | 0.021% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 2,204 | $368K | 0.0% | +36.0% | 0.002% | |
4/23/2024 | New Mexico Educational Retirement Board | 6,076 | $1.02M | 0.0% | -3.2% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 29,923 | $5.00M | 0.0% | +1.4% | 0.025% | |
4/23/2024 | Wesbanco Bank Inc. | 1,985 | $332K | 0.0% | +16.7% | 0.002% | |
4/23/2024 | Summit Trail Advisors LLC | 1,445 | $241K | 0.0% | N/A | 0.001% | |
4/23/2024 | Duncker Streett & Co. Inc. | 167 | $28K | 0.0% | -50.1% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 978,851 | $163.62M | 0.2% | +1.7% | 0.820% | |
4/22/2024 | Confluence Wealth Services Inc. | 9,356 | $1.56M | 0.1% | +0.8% | 0.008% | |
4/22/2024 | QV Investors Inc. | 33,872 | $5.66M | 0.5% | -1.1% | 0.028% | |
4/22/2024 | Raymond James & Associates | 2,202,711 | $368.18M | 0.2% | +11.9% | 1.845% | |
4/22/2024 | Accordant Advisory Group Inc | 2,157 | $361K | 0.3% | N/A | 0.002% | |
4/22/2024 | IFM Investors Pty Ltd | 24,313 | $4.06M | 0.0% | -2.6% | 0.020% | |
4/22/2024 | Berry Wealth Group LP | 14,086 | $2.36M | 2.0% | -17.0% | 0.012% | |
4/20/2024 | Mezzasalma Advisors LLC | 7,112 | $1.19M | 0.6% | -39.2% | 0.006% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 15,111 | $2.53M | 0.1% | +0.6% | 0.013% | |
4/19/2024 | ZRC Wealth Management LLC | 233 | $39K | 0.0% | N/A | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 3,032 | $507K | 0.0% | +6.5% | 0.003% | |
4/19/2024 | Norden Group LLC | 86,920 | $14.53M | 0.2% | +1,244.9% | 0.073% | |
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4/19/2024 | State of Alaska Department of Revenue | 16,970 | $2.84M | 0.0% | -7.5% | 0.014% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 287,071 | $47.98M | 0.0% | -1.8% | 0.241% | |
4/18/2024 | Plimoth Trust Co. LLC | 9,582 | $1.60M | 0.4% | +59.6% | 0.008% | |
4/18/2024 | Saxon Interests Inc. | 3,954 | $661K | 0.3% | +10.5% | 0.003% | |
4/18/2024 | State of Michigan Retirement System | 32,712 | $5.47M | 0.0% | -0.6% | 0.027% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 8,681 | $1.45M | 0.0% | +9.2% | 0.007% | |
4/18/2024 | Stewart & Patten Co. LLC | 1,558 | $260K | 0.0% | -6.0% | 0.001% | |
4/18/2024 | Congress Wealth Management LLC DE | 186,056 | $31.10M | 0.5% | +0.9% | 0.156% | |
4/18/2024 | Park Place Capital Corp | 1,123 | $188K | 0.1% | -24.4% | 0.001% | |
4/17/2024 | Cornerstone Wealth Group LLC | 16,550 | $2.77M | 0.3% | +0.4% | 0.014% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 8,850 | $1.48M | 0.1% | -3.0% | 0.007% | |
4/16/2024 | Capital Insight Partners LLC | 1,349 | $225K | 0.0% | N/A | 0.001% | |
4/16/2024 | Hennessy Advisors Inc. | 17,200 | $2.88M | 0.1% | -5.0% | 0.014% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 10,020 | $1.68M | 0.0% | +42.3% | 0.008% | |
4/15/2024 | Brookstone Capital Management | 5,017 | $839K | 0.0% | +12.0% | 0.004% | |
4/13/2024 | Wallace Advisory Group LLC | 1,232 | $202K | 0.1% | N/A | 0.001% | |
4/12/2024 | Riverview Trust Co | 563 | $94K | 0.1% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 1,713 | $286K | 0.0% | +9.4% | 0.001% | |
4/11/2024 | Royal Fund Management LLC | 32,025 | $5.35M | 0.5% | +0.8% | 0.027% | |
4/11/2024 | International Assets Investment Management LLC | 2,166 | $362K | 0.0% | -97.9% | 0.002% | |
4/11/2024 | &PARTNERS | 1,665 | $278K | 0.0% | N/A | 0.001% | |
4/11/2024 | Running Oak Capital LLC | 62,859 | $10.51M | 1.7% | +12.7% | 0.053% | |
4/11/2024 | Congress Asset Management Co. MA | 1,397,084 | $233.52M | 1.7% | -1.5% | 1.170% | |
4/10/2024 | Park Avenue Securities LLC | 9,825 | $1.64M | 0.0% | -6.6% | 0.008% | |
4/10/2024 | Fulton Bank N.A. | 24,828 | $4.15M | 0.2% | +2.8% | 0.021% | |
4/9/2024 | Montecito Bank & Trust | 1,849 | $309K | 0.1% | +13.5% | 0.002% | |
4/9/2024 | Alaska Permanent Fund Corp | 10,187 | $1.70M | 0.0% | -37.6% | 0.009% | |
4/9/2024 | Rise Advisors LLC | 155 | $26K | 0.0% | +131.3% | 0.000% | |
4/9/2024 | Mather Group LLC. | 922 | $151K | 0.0% | N/A | 0.001% | |
4/5/2024 | First Hawaiian Bank | 23,444 | $3.92M | 0.1% | +8.3% | 0.020% | |
4/5/2024 | Juncture Wealth Strategies LLC | 2,109 | $353K | 0.2% | -24.9% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 917 | $153K | 0.0% | +28.3% | 0.001% | |
4/5/2024 | Los Angeles Capital Management LLC | 107,120 | $17.91M | 0.1% | -37.3% | 0.090% | |
4/5/2024 | CWM LLC | 2,916 | $487K | 0.0% | +16.2% | 0.002% | |
4/4/2024 | Cullen Investment Group LTD. | 29,133 | $4.78M | 0.8% | +4.8% | 0.024% | |
4/4/2024 | Trust Co. of Toledo NA OH | 2,183 | $365K | 0.1% | -3.0% | 0.002% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 11,472 | $1.92M | 0.3% | -2.7% | 0.010% | |
4/1/2024 | First Financial Bank Trust Division | 50,085 | $8.37M | 0.8% | -4.6% | 0.042% | |
3/27/2024 | Nomura Holdings Inc. | 5,100 | $838K | 0.0% | N/A | 0.004% | |
3/26/2024 | HighPoint Advisor Group LLC | 3,974 | $646K | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 46,943 | $7.71M | 0.0% | -2.3% | 0.039% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 3,302 | $543K | 0.0% | -7.3% | 0.003% | |
3/11/2024 | Vanguard Group Inc. | 13,985,178 | $2.30B | 0.1% | -0.7% | 11.712% | |
3/6/2024 | SageView Advisory Group LLC | 3,272 | $536K | 0.0% | +35.3% | 0.003% | |
3/6/2024 | Willner & Heller LLC | 1,293 | $213K | 0.2% | N/A | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 1,809,155 | $297.24M | 0.1% | +10.3% | 1.515% | |
3/4/2024 | Congress Asset Management Co. MA | 1,418,592 | $233.08M | 1.8% | +0.5% | 1.188% | |
3/1/2024 | Goldman Sachs Group Inc. | 617,539 | $101.46M | 0.0% | -5.1% | 0.517% | |
2/28/2024 | American International Group Inc. | 35,430 | $5.82M | 0.0% | +0.9% | 0.030% | |
2/28/2024 | EP Wealth Advisors LLC | 1,219 | $200K | 0.0% | -20.5% | 0.001% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
2/26/2024 | Syon Capital LLC | 1,664 | $273K | 0.0% | N/A | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 1,742 | $286K | 0.0% | -5.3% | 0.001% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 10,460 | $1.72M | 0.0% | -4.9% | 0.009% | |
2/26/2024 | Neo Ivy Capital Management | 933 | $153K | 0.3% | N/A | 0.001% | |
2/23/2024 | Chicago Partners Investment Group LLC | 3,472 | $561K | 0.0% | -4.1% | 0.003% | |
2/20/2024 | GLOBALT Investments LLC GA | 50,409 | $8.28M | 0.3% | N/A | 0.042% | |
2/20/2024 | Covenant Partners LLC | 4,207 | $691K | 0.2% | +4.6% | 0.004% | |
2/15/2024 | Bragg Financial Advisors Inc | 14,749 | $2.42M | 0.1% | -6.9% | 0.012% | |
2/15/2024 | Chilton Investment Co. Inc. | 22,371 | $3.68M | 0.1% | +3.9% | 0.019% | |
2/14/2024 | New England Asset Management Inc. | 12,125 | $1.99M | 0.3% | -10.6% | 0.010% | |