| 7/10/2026 | Bank & Trust Co | 31,665 | $440K | 0.3% | +2.6% | 0.001% | |
| 7/10/2026 | Wedge Capital Management L L P NC | 2,370,837 | $32.96M | 0.5% | -10.6% | 0.059% | |
| 7/10/2026 | Annex Advisory Services LLC | 44,042 | $612K | 0.0% | -9.4% | 0.001% | |
| 7/10/2026 | Accel Wealth Management | 20,993 | $292K | 0.1% | +7.5% | 0.001% | |
| 7/10/2026 | Taylor & Morgan Wealth Management LLC | 12,057 | $168K | 0.1% | N/A | 0.000% | |
| 7/10/2026 | Tema ETFs LLC | 61,455 | $854K | 0.0% | +10.7% | 0.002% | |
| 7/10/2026 | William Mack & Associates Inc. | 33,874 | $471K | 0.2% | +20.6% | 0.001% | |
| 7/10/2026 | Generali Investments Management Co LLC | 22,830 | $317K | 0.1% | N/A | 0.001% | |
| 7/10/2026 | Handelsbanken Fonder AB | 175,077 | $2.43M | 0.0% | -58.0% | 0.004% | |
| 7/10/2026 | Carolina Wealth Advisors LLC | 3,195 | $44K | 0.0% | -87.3% | 0.000% | |
Get the Latest News and Ratings for F and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Ford Motor and its competitors with MarketBeat's FREE daily newsletter.
|
| 7/10/2026 | KMG Fiduciary Partners LLC | 145,212 | $2.02M | 0.2% | +63.3% | 0.004% | |
| 7/10/2026 | Community Financial Services Group LLC | 5,760 | $79K | 0.0% | -13.4% | 0.000% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 62,967 | $875K | 0.0% | -7.0% | 0.002% | |
| 7/9/2026 | Financial Management Professionals Inc. | 14,085 | $196K | 0.0% | +131.5% | 0.000% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 13,841 | $192K | 0.1% | -5.7% | 0.000% | |
| 7/9/2026 | Vista Investment Partners LLC | 53,542 | $744K | 0.2% | +3.9% | 0.001% | |
| 7/9/2026 | Contravisory Investment Management Inc. | 633,175 | $8.80M | 1.6% | +9.0% | 0.016% | |
| 7/9/2026 | World Equity Group Inc. | 52,869 | $735K | 0.2% | +187.0% | 0.001% | |
| 7/9/2026 | Next Level Private LLC | 188,982 | $2.63M | 0.5% | +1.1% | 0.005% | |
| 7/9/2026 | Focus Financial Network Inc. | 51,411 | $715K | 0.0% | -7.7% | 0.001% | |
| 7/9/2026 | HF Advisory Group LLC | 33,174 | $461K | 0.1% | +15.1% | 0.001% | |
| 7/9/2026 | Everpar Advisors LLC | 15,434 | $215K | 0.1% | +23.4% | 0.000% | |
| 7/9/2026 | Breakwater Capital Group | 56,624 | $787K | 0.1% | +1.6% | 0.001% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 101,423 | $1.41M | 0.0% | +10.9% | 0.003% | |
| 7/8/2026 | MRA Advisory Group | 12,861 | $179K | 0.1% | N/A | 0.000% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 25,978 | $361K | 0.0% | +17.8% | 0.001% | |
| 7/8/2026 | Gradient Investments LLC | 17,099 | $238K | 0.0% | +46.1% | 0.000% | |
| 7/8/2026 | Beacon Investment Advisory Services Inc. | 5,540 | $77K | 0.0% | -38.7% | 0.000% | |
| 7/8/2026 | Trust Point Inc. | 31,259 | $435K | 0.0% | +5.2% | 0.001% | |
| 7/8/2026 | First Heartland Consultants Inc. | 26,584 | $370K | 0.0% | -4.7% | 0.001% | |
| 7/8/2026 | MFG Wealth Management Inc. | 143,767 | $2.00M | 1.4% | -39.4% | 0.004% | |
| 7/8/2026 | Cooper Financial Group | 32,087 | $446K | 0.0% | +2.8% | 0.001% | |
| 7/8/2026 | Meriwether Wealth & Planning LLC | 20,405 | $284K | 0.1% | +11.3% | 0.001% | |
| 7/8/2026 | Czech National Bank | 1,114,029 | $15.49M | 0.1% | +4.4% | 0.028% | |
| 7/8/2026 | PensionDanmark Pensionsforsikringsaktieselskab | 573,338 | $7.97M | 0.1% | +7.8% | 0.014% | |
| 7/8/2026 | Assenagon Asset Management S.A. | 77,021 | $1.07M | 0.0% | +20.7% | 0.002% | |
| 7/8/2026 | Apella Capital LLC | 31,332 | $425K | 0.0% | -21.5% | 0.001% | |
| 7/8/2026 | 55 North Private Wealth LLC | 15,369 | $214K | 0.0% | +29.2% | 0.000% | |
| 7/7/2026 | GAMMA Investing LLC | 114,071 | $1.59M | 0.1% | +16.8% | 0.003% | |
| 7/7/2026 | Grant Private Wealth Management Inc | 32,611 | $453K | 0.2% | +42.9% | 0.001% | |
Buy this stock tomorrow (Ad) Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race.
With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026. Get the ticker symbol and full details at no charge today |
| 7/7/2026 | Avior Wealth Management LLC | 24,968 | $347K | 0.0% | -14.3% | 0.001% | |
| 7/7/2026 | Moody National Bank Trust Division | 29,335 | $408K | 0.0% | -8.2% | 0.001% | |
| 7/7/2026 | CoreCap Advisors LLC | 100,503 | $1.40M | 0.0% | -9.8% | 0.003% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 12,289 | $171K | 0.0% | -22.9% | 0.000% | |
| 7/2/2026 | Versant Capital Management Inc | 13,108 | $182K | 0.0% | +11.9% | 0.000% | |
| 7/2/2026 | Hilltop National Bank | 79,786 | $1.11M | 0.2% | +3.3% | 0.002% | |
| 7/2/2026 | CX Institutional | 91,973 | $1.28M | 0.0% | -5.6% | 0.002% | |
| 6/23/2026 | Ballast Advisors LLC | 9,249 | $107K | 0.0% | N/A | 0.000% | |
| 6/18/2026 | Western Wealth Management LLC | 50,015 | $577K | 0.0% | +56.5% | 0.001% | |
| 6/18/2026 | Pacer Advisors Inc. | 30,865,831 | $356.19M | 0.6% | +9.9% | 0.775% | |
| 6/18/2026 | Southern Financial Group LLC | 34,714 | $401K | 0.1% | +2.3% | 0.001% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 29,415 | $339K | 0.0% | -21.7% | 0.001% | |
| 6/8/2026 | First National Bank of Mount Dora Trust Investment Services | 23,250 | $268K | 0.1% | N/A | 0.001% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 55,305 | $638K | 0.0% | +593.6% | 0.001% | |
| 6/3/2026 | Parallel Advisors LLC | 60,084 | $693K | 0.0% | -3.9% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 360,824 | $4.16M | 0.0% | +5.8% | 0.009% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 56,232 | $649K | 0.1% | +42.7% | 0.001% | |
| 6/1/2026 | Keel Point LLC | 15,667 | $181K | 0.0% | -33.4% | 0.000% | |
| 5/28/2026 | Maripau Wealth Management LLC | 46,606 | $538K | 0.2% | +1.6% | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 116,454 | $1.34M | 0.0% | -13.5% | 0.003% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 11,727 | $135K | 0.0% | +7.4% | 0.000% | |
| 5/26/2026 | Axiom Investment Management LLC | 13,607 | $157K | 0.1% | N/A | 0.000% | |
| 5/22/2026 | Summitry LLC | 25,977 | $300K | 0.0% | +84.1% | 0.001% | |
| 5/22/2026 | WNY Asset Management LLC | 36,174 | $417K | 0.0% | N/A | 0.001% | |
| 5/22/2026 | Verus Capital Partners LLC | 13,704 | $158K | 0.0% | -34.8% | 0.000% | |
| 5/21/2026 | Vestor Capital LLC | 3,648 | $42K | 0.0% | +78.4% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 50,015 | $577K | 0.0% | +56.5% | 0.001% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 32,897 | $379K | 0.3% | N/A | 0.001% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 33,110 | $382K | 0.1% | N/A | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 17,324,442 | $199.92M | 0.0% | -53.3% | 0.435% | |
| 5/19/2026 | Edgestream Partners L.P. | 69,312 | $800K | 0.0% | -18.6% | 0.002% | |
| 5/19/2026 | Kentucky Retirement Systems | 325,659 | $3.76M | 0.1% | +32.9% | 0.008% | |
| 5/19/2026 | Janus Henderson Group PLC | 624,967 | $7.20M | 0.0% | -3.6% | 0.016% | |
| 5/19/2026 | Oddo BHF Asset Management Sas | 50,467 | $582K | 0.0% | +2.5% | 0.001% | |
| 5/19/2026 | Strategic Investment Advisors MI | 61,636 | $711K | 0.0% | +58.7% | 0.002% | |
| 5/19/2026 | Strategic Planning Inc. | 867,340 | $10.01M | 5.0% | +3.3% | 0.022% | |
| 5/19/2026 | Opal Capital LLC | 133,326 | $1.54M | 0.3% | +974.3% | 0.003% | |
| 5/18/2026 | Sunbelt Securities Inc. | 22,100 | $255K | 0.0% | +22.5% | 0.001% | |
| 5/18/2026 | Amundi | 14,470,308 | $166.98M | 0.0% | -45.3% | 0.363% | |
| 5/18/2026 | California State Teachers Retirement System | 5,450,709 | $62.90M | 0.1% | -2.2% | 0.137% | |
| 5/18/2026 | Empowered Funds LLC | 302,134 | $3.49M | 0.0% | +35.4% | 0.008% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 3,122,082 | $36.03M | 0.0% | -90.1% | 0.078% | |
| 5/16/2026 | KCM Investment Advisors LLC | 19,027 | $220K | 0.0% | +14.0% | 0.000% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 5,548 | $64K | 0.0% | -17.6% | 0.000% | |
| 5/16/2026 | Quantinno Capital Management LP | 1,842,705 | $21.27M | 0.0% | +27.2% | 0.046% | |
| 5/16/2026 | SummitTX Capital L.P. | 54,644 | $631K | 0.0% | N/A | 0.001% | |
| 5/16/2026 | Lazard Asset Management LLC | 620,467 | $7.16M | 0.0% | -15.1% | 0.016% | |
| 5/16/2026 | Jessup Wealth Management Inc | 11,678 | $135K | 0.0% | -7.5% | 0.000% | |
| 5/15/2026 | Sculptor Capital LP | 347,486 | $4.01M | 0.0% | -99.5% | 0.009% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 58,309 | $673K | 0.0% | +130.5% | 0.001% | |
Your withdrawal order could cost you in taxes (Ad) If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly.
Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling.
Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire. Answer three quick questions to find your advisor match today |
| 5/15/2026 | Weiss Asset Management LP | 40,620 | $469K | 0.0% | N/A | 0.001% | |
| 5/15/2026 | OMERS ADMINISTRATION Corp | 391,720 | $4.52M | 0.0% | +23.7% | 0.010% | |
| 5/15/2026 | Lombard Odier Asset Management Switzerland SA | 139,034 | $1.60M | 0.1% | -9.3% | 0.003% | |
| 5/15/2026 | Lombard Odier Asset Management USA Corp | 21,031 | $243K | 0.0% | -104.2% | 0.001% | |
| 5/15/2026 | TCM Advisors LLC | 163,355 | $1.89M | 0.1% | +1.8% | 0.004% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 3,109,126 | $35.88M | 0.1% | +1,909.6% | 0.078% | |
| 5/14/2026 | Dai ichi Life Insurance Company Ltd | 97,263 | $1.12M | 0.0% | -5.9% | 0.002% | |
| 5/14/2026 | Hilltop Holdings Inc. | 22,285 | $257K | 0.0% | +23.4% | 0.001% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 2,001,319 | $23.10M | 0.1% | +22.4% | 0.050% | |
| 5/14/2026 | Compound Planning Inc. | 60,543 | $699K | 0.0% | -9.6% | 0.002% | |