| 8/7/2025 | Simplify Asset Management Inc. | 68,174 | $3.50M | 0.2% | N/A | 0.042% | |
| 8/7/2025 | Allworth Financial LP | 6,497 | $333K | 0.0% | +6.6% | 0.004% | |
| 8/7/2025 | Americana Partners LLC | 4,800 | $246K | 0.0% | N/A | 0.003% | |
| 8/7/2025 | ProShare Advisors LLC | 41,643 | $2.14M | 0.0% | -5.9% | 0.026% | |
| 8/7/2025 | Profund Advisors LLC | 6,288 | $322K | 0.0% | -8.6% | 0.004% | |
| 8/7/2025 | Lisanti Capital Growth LLC | 49,065 | $2.52M | 0.7% | N/A | 0.030% | |
| 8/7/2025 | PFG Advisors | 12,832 | $658K | 0.0% | N/A | 0.008% | |
| 8/7/2025 | CSM Advisors LLC | 15,637 | $801K | 0.0% | N/A | 0.010% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 51,159 | $1.83M | 1.5% | -1.7% | 0.032% | |
| 8/6/2025 | Paradigm Asset Management Co. LLC | 4,500 | $231K | 0.1% | +15.4% | 0.003% | |
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| 8/6/2025 | Savant Capital LLC | 52,957 | $2.72M | 0.0% | +129.3% | 0.033% | |
| 8/6/2025 | Anchor Capital Advisors LLC | 862,827 | $44.24M | 1.3% | -12.5% | 0.534% | |
| 8/5/2025 | NJ State Employees Deferred Compensation Plan | 4,600 | $236K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | Bank of Montreal Can | 596,673 | $30.59M | 0.0% | -34.8% | 0.362% | |
| 8/5/2025 | State of Michigan Retirement System | 39,597 | $2.03M | 0.0% | -3.6% | 0.024% | |
| 8/5/2025 | SS&H Financial Advisors Inc. | 46,100 | $2.36M | 0.8% | -2.1% | 0.028% | |
| 8/4/2025 | Haven Private LLC | 4,460 | $229K | 0.1% | N/A | 0.003% | |
| 8/4/2025 | Simon Quick Advisors LLC | 11,161 | $572K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Strs Ohio | 22,000 | $1.13M | 0.0% | -40.7% | 0.013% | |
| 8/4/2025 | Amalgamated Bank | 72,618 | $3.72M | 0.0% | -3.8% | 0.044% | |
| 8/4/2025 | Atria Investments Inc | 6,791 | $348K | 0.0% | -8.1% | 0.004% | |
| 8/4/2025 | Retirement Systems of Alabama | 201,258 | $10.32M | 0.0% | -3.6% | 0.122% | |
| 8/4/2025 | Hantz Financial Services Inc. | 587 | $30K | 0.0% | +2,695.2% | 0.000% | |
| 8/4/2025 | Whalen Wealth Management Inc. | 4,956 | $254K | 0.2% | N/A | 0.003% | |
| 8/1/2025 | Teacher Retirement System of Texas | 73,705 | $3.78M | 0.0% | -10.7% | 0.045% | |
| 8/1/2025 | Convergence Investment Partners LLC | 31,723 | $1.63M | 0.4% | N/A | 0.019% | |
| 8/1/2025 | Bessemer Group Inc. | 318,118 | $16.31M | 0.0% | -4.1% | 0.193% | |
| 8/1/2025 | GoalVest Advisory LLC | 6,700 | $344K | 0.1% | N/A | 0.004% | |
| 8/1/2025 | Solstein Capital LLC | 750 | $38K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 83,748 | $4.29M | 0.0% | +3.7% | 0.051% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 11,790 | $604K | 0.0% | +5.6% | 0.007% | |
| 7/31/2025 | Prudent Man Advisors LLC | 5,190 | $266K | 0.1% | N/A | 0.003% | |
| 7/31/2025 | Brighton Jones LLC | 8,787 | $451K | 0.0% | N/A | 0.005% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 8,269 | $424K | 0.0% | N/A | 0.005% | |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 54,906 | $2.82M | 0.0% | -9.0% | 0.033% | |
| 7/31/2025 | AlphaQuest LLC | 4,126 | $212K | 0.0% | +104.2% | 0.003% | |
| 7/31/2025 | GLOBALT Investments LLC GA | 37,582 | $1.93M | 0.1% | -7.2% | 0.023% | |
| 7/30/2025 | Forum Financial Management LP | 6,602 | $338K | 0.0% | +6.8% | 0.004% | |
| 7/30/2025 | Ethic Inc. | 4,515 | $232K | 0.0% | -36.9% | 0.003% | |
| 7/30/2025 | Pacific Heights Asset Management LLC | 240,000 | $12.31M | 0.7% | +20.0% | 0.146% | |
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| 7/30/2025 | Benin Management CORP | 5,050 | $259K | 0.1% | N/A | 0.003% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 642 | $33K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Mid American Wealth Advisory Group Inc. | 8,542 | $438K | 0.2% | N/A | 0.005% | |
| 7/30/2025 | Securian Asset Management Inc. | 12,540 | $643K | 0.0% | -3.3% | 0.008% | |
| 7/29/2025 | Lyell Wealth Management LP | 6,000 | $308K | 0.0% | -50.0% | 0.004% | |
| 7/29/2025 | Stephens Inc. AR | 5,025 | $258K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Birmingham Capital Management Co. Inc. AL | 4,225 | $217K | 0.1% | N/A | 0.003% | |
| 7/29/2025 | John G Ullman & Associates Inc. | 4,000 | $205K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Mutual of America Capital Management LLC | 81,890 | $4.20M | 0.0% | -7.2% | 0.050% | |
| 7/29/2025 | Stanley Laman Group Ltd. | 89,696 | $4.60M | 0.7% | -18.1% | 0.054% | |
| 7/29/2025 | Lesa Sroufe & Co | 59,329 | $3.04M | 2.8% | +22.9% | 0.036% | |
| 7/28/2025 | New York State Teachers Retirement System | 203,160 | $10.42M | 0.0% | +5.7% | 0.123% | |
| 7/28/2025 | JGP Wealth Management LLC | 5,313 | $272K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Bayforest Capital Ltd | 7,521 | $386K | 0.2% | -71.7% | 0.005% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 7,701 | $395K | 0.0% | +5.5% | 0.005% | |
| 7/25/2025 | Yousif Capital Management LLC | 50,167 | $2.57M | 0.0% | -5.3% | 0.030% | |
| 7/25/2025 | CWM LLC | 47,711 | $2.45M | 0.0% | +74.4% | 0.029% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 26,995 | $1.38M | 0.0% | +95.3% | 0.016% | |
| 7/24/2025 | Mengis Capital Management Inc. | 55,762 | $2.86M | 0.6% | +49.4% | 0.034% | |
| 7/24/2025 | IFP Advisors Inc | 529 | $27K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | Callan Family Office LLC | 10,161 | $521K | 0.0% | +10.6% | 0.006% | |
| 7/24/2025 | Blair William & Co. IL | 9,635 | $494K | 0.0% | N/A | 0.006% | |
| 7/23/2025 | Vontobel Holding Ltd. | 7,027 | $360K | 0.0% | -61.0% | 0.004% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 10,346 | $530K | 0.1% | +23.9% | 0.006% | |
| 7/23/2025 | Louisiana State Employees Retirement System | 46,300 | $2.37M | 0.0% | -3.5% | 0.028% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 3,346 | $172K | 0.2% | N/A | 0.002% | |
| 7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 158,639 | $8.13M | 0.9% | -16.2% | 0.096% | |
| 7/21/2025 | Hennessy Advisors Inc. | 853,700 | $43.77M | 1.5% | -9.9% | 0.518% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,894 | $97K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 12,323 | $632K | 0.1% | -6.1% | 0.007% | |
| 7/21/2025 | Abacus Planning Group Inc. | 6,216 | $319K | 0.0% | +8.1% | 0.004% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 8,201 | $420K | 0.0% | N/A | 0.005% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 5,000 | $256K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | Lynx Investment Advisory | 4,000 | $205K | 0.1% | N/A | 0.002% | |
| 7/18/2025 | Truist Financial Corp | 5,073 | $260K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Greenleaf Trust | 5,797 | $297K | 0.0% | -22.4% | 0.004% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 117,381 | $6.02M | 0.0% | +5.1% | 0.071% | |
| 7/17/2025 | Venture Visionary Partners LLC | 29,480 | $1.51M | 0.1% | -8.7% | 0.018% | |
| 7/17/2025 | Sage Rhino Capital LLC | 4,373 | $224K | 0.0% | N/A | 0.003% | |
| 7/16/2025 | Signaturefd LLC | 7,705 | $395K | 0.0% | -12.9% | 0.005% | |
| 7/16/2025 | State of Alaska Department of Revenue | 18,499 | $948K | 0.0% | -8.0% | 0.011% | |
| 7/16/2025 | Ruffer LLP | 18,590 | $953K | 0.0% | +182.7% | 0.011% | |
| 7/15/2025 | Foster Victor Wealth Advisors LLC | 4,177 | $216K | 0.0% | N/A | 0.003% | |
| 7/15/2025 | Evanson Asset Management LLC | 4,000 | $205K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 2,659 | $136K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Ballentine Partners LLC | 5,824 | $299K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | Fifth Third Bancorp | 2,062 | $106K | 0.0% | +11.2% | 0.001% | |
| 7/14/2025 | GAMMA Investing LLC | 2,397 | $123K | 0.0% | +34.7% | 0.001% | |
| 7/11/2025 | Wealth Management Partners LLC | 5,537 | $289K | 0.1% | N/A | 0.003% | |
| 7/11/2025 | Fruth Investment Management | 9,250 | $474K | 0.1% | -2.1% | 0.006% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
| 7/11/2025 | Farther Finance Advisors LLC | 3,368 | $173K | 0.0% | +8.8% | 0.002% | |
| 7/11/2025 | UMB Bank n.a. | 1,956 | $100K | 0.0% | +288.9% | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 42,070 | $2.16M | 0.0% | +3.5% | 0.026% | |
| 7/10/2025 | Contravisory Investment Management Inc. | 3,850 | $197K | 0.0% | -73.1% | 0.002% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 80,811 | $4.14M | 0.1% | +35.4% | 0.049% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 38,462 | $2.03M | 0.0% | +48.7% | 0.023% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 9,714 | $498K | 0.0% | -24.5% | 0.006% | |
| 7/9/2025 | Harbor Capital Advisors Inc. | 205,427 | $10.53M | 0.4% | -7.5% | 0.125% | |
| 7/9/2025 | Byrne Asset Management LLC | 3,780 | $194K | 0.1% | +32.6% | 0.002% | |
| 7/9/2025 | MFG Wealth Management Inc. | 41,035 | $2.10M | 1.8% | N/A | 0.025% | |
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