| 5/1/2025 | Park Square Financial Group LLC | 250 | $143K | 0.1% | -20.6% | 0.000% | |
| 5/1/2025 | Xponance Inc. | 9,785 | $5.59M | 0.1% | +3.1% | 0.019% | |
| 4/30/2025 | Bosman Wealth Management LLC | 4,666 | $2.67M | 2.7% | N/A | 0.009% | |
| 4/30/2025 | Cerity Partners LLC | 9,754 | $5.57M | 0.0% | +48.5% | 0.019% | |
| 4/30/2025 | Alps Advisors Inc. | 1,957 | $1.12M | 0.0% | -9.2% | 0.004% | |
| 4/30/2025 | Bridges Investment Management Inc. | 426 | $243K | 0.0% | +24.6% | 0.001% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 7,603 | $4.34M | 0.0% | +133.2% | 0.015% | |
| 4/30/2025 | Banque Pictet & Cie SA | 548 | $313K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 406 | $232K | 0.1% | -12.1% | 0.001% | |
| 4/30/2025 | Linden Thomas Advisory Services LLC | 2,703 | $1.54M | 0.2% | +5.5% | 0.005% | |
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| 4/30/2025 | Greenleaf Trust | 357 | $204K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 14,409 | $8.25M | 0.0% | -3.7% | 0.028% | |
| 4/30/2025 | M&T Bank Corp | 4,466 | $2.55M | 0.0% | -3.2% | 0.009% | |
| 4/30/2025 | May Hill Capital LLC | 1,455 | $831K | 0.3% | -14.5% | 0.003% | |
| 4/30/2025 | Brown Advisory Inc. | 15,025 | $8.58M | 0.0% | -18.8% | 0.029% | |
| 4/30/2025 | Highview Capital Management LLC DE | 3,096 | $1.77M | 0.7% | +2.8% | 0.006% | |
| 4/30/2025 | Interchange Capital Partners LLC | 368 | $210K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 444 | $254K | 0.0% | +42.8% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 1,356 | $775K | 0.0% | +67,700.0% | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 66,516 | $38M | 0.0% | -2.0% | 0.128% | |
| 4/29/2025 | Penserra Capital Management LLC | 3,993 | $2.28M | 0.0% | +10.3% | 0.008% | |
| 4/29/2025 | Cloud Capital Management LLC | 86 | $49K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 616,985 | $352.48M | 0.1% | -8.5% | 1.183% | |
| 4/29/2025 | Impax Asset Management Group plc | 16,738 | $9.56M | 0.1% | +220.2% | 0.032% | |
| 4/29/2025 | Kintegral Advisory LLC | 1,413 | $807K | 0.1% | -32.9% | 0.003% | |
| 4/29/2025 | IFM Investors Pty Ltd | 10,066 | $5.35M | 0.1% | +8.9% | 0.019% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 358 | $205K | 0.0% | -39.9% | 0.001% | |
| 4/28/2025 | Principal Financial Group Inc. | 28,755 | $16.43M | 0.0% | +4.6% | 0.055% | |
| 4/28/2025 | Teacher Retirement System of Texas | 9,053 | $5.17M | 0.0% | +1,881.0% | 0.017% | |
| 4/28/2025 | First Horizon Advisors Inc. | 570 | $326K | 0.0% | -10.7% | 0.001% | |
| 4/28/2025 | Cannon Advisors Inc. | 480 | $274K | 0.3% | -10.1% | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 157 | $90K | 0.0% | +481.5% | 0.000% | |
| 4/28/2025 | Moody Lynn & Lieberson LLC | 980 | $560K | 0.0% | +36.7% | 0.002% | |
| 4/28/2025 | WCM Investment Management LLC | 2,668 | $1.55M | 0.0% | +0.6% | 0.005% | |
| 4/28/2025 | DAVENPORT & Co LLC | 2,331 | $1.33M | 0.0% | +8.8% | 0.004% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 4,369 | $2.50M | 0.0% | -1.0% | 0.008% | |
| 4/28/2025 | Vontobel Holding Ltd. | 3,030 | $1.73M | 0.0% | -7.3% | 0.006% | |
| 4/25/2025 | Mather Group LLC. | 288 | $165K | 0.0% | +12.1% | 0.001% | |
| 4/25/2025 | Smith Salley Wealth Management | 405 | $231K | 0.0% | -19.0% | 0.001% | |
| 4/25/2025 | J.Safra Asset Management Corp | 424 | $242K | 0.0% | +71.0% | 0.001% | |
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 |
| 4/25/2025 | Amalgamated Bank | 3,485 | $1.99M | 0.0% | +6.9% | 0.007% | |
| 4/25/2025 | KBC Group NV | 20,158 | $11.52M | 0.0% | +8.9% | 0.039% | |
| 4/25/2025 | Root Financial Partners LLC | 2,604 | $1.49M | 0.2% | N/A | 0.005% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 124,720 | $71.25M | 0.1% | -4.3% | 0.239% | |
| 4/24/2025 | Sunbelt Securities Inc. | 408 | $233K | 0.0% | -8.3% | 0.001% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 9,071 | $5.28M | 0.0% | +16.0% | 0.017% | |
| 4/24/2025 | Achmea Investment Management B.V. | 63,545 | $36.30M | 0.5% | -5.3% | 0.122% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 153 | $87K | 0.0% | +247.7% | 0.000% | |
| 4/24/2025 | Illinois Municipal Retirement Fund | 11,615 | $6.64M | 0.1% | +11.9% | 0.022% | |
| 4/24/2025 | Board of the Pension Protection Fund | 1,100 | $628K | 0.7% | N/A | 0.002% | |
| 4/24/2025 | Perpetual Ltd | 1,121 | $640K | 0.0% | -7.3% | 0.002% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 936 | $535K | 0.0% | +11.4% | 0.002% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 96,882 | $55.35M | 0.1% | -9.4% | 0.186% | |
| 4/23/2025 | Golden State Wealth Management LLC | 97 | $55K | 0.0% | +1,840.0% | 0.000% | |
| 4/23/2025 | Spire Wealth Management | 436 | $249K | 0.0% | -83.2% | 0.001% | |
| 4/23/2025 | Moran Wealth Management LLC | 1,200 | $686K | 0.0% | -3.2% | 0.002% | |
| 4/23/2025 | Harbour Capital Advisors LLC | 8,361 | $4.41M | 1.1% | +0.2% | 0.016% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 57,095 | $32.73M | 0.1% | -2.3% | 0.109% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 411 | $235K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 3,065 | $1.75M | 0.0% | -24.7% | 0.006% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,281 | $732K | 0.0% | -7.8% | 0.002% | |
| 4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 1,441 | $823K | 0.1% | N/A | 0.003% | |
| 4/22/2025 | Kentucky Retirement Systems | 3,383 | $1.93M | 0.1% | N/A | 0.006% | |
| 4/22/2025 | Garde Capital Inc. | 100 | $57K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Praxis Investment Management Inc. | 1,770 | $1.01M | 0.1% | +22.1% | 0.003% | |
| 4/22/2025 | Stonegate Investment Group LLC | 777 | $444K | 0.0% | -8.7% | 0.001% | |
| 4/21/2025 | Blue Trust Inc. | 693 | $396K | 0.0% | +14.9% | 0.001% | |
| 4/21/2025 | Norris Perne & French LLP MI | 33,633 | $19.21M | 1.4% | -2.2% | 0.064% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 548 | $308K | 0.2% | +39.8% | 0.001% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,277 | $730K | 0.0% | -12.4% | 0.002% | |
| 4/21/2025 | Janney Capital Management LLC | 11,602 | $6.63M | 0.5% | N/A | 0.022% | |
| 4/21/2025 | PUREfi Wealth LLC | 365 | $209K | 0.2% | -64.0% | 0.001% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 442 | $252K | 0.0% | +32.7% | 0.001% | |
| 4/17/2025 | QRG Capital Management Inc. | 410 | $234K | 0.0% | -9.3% | 0.001% | |
| 4/17/2025 | Sowell Financial Services LLC | 395 | $226K | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 7,636 | $4.36M | 0.0% | -10.9% | 0.015% | |
| 4/17/2025 | Howard Bailey Securities LLC | 453 | $259K | 0.1% | -13.1% | 0.001% | |
| 4/17/2025 | Mn Services Vermogensbeheer B.V. | 17,300 | $9.88M | 0.1% | -7.5% | 0.033% | |
| 4/17/2025 | Bouvel Investment Partners LLC | 1,771 | $941K | 0.4% | -2.0% | 0.003% | |
| 4/17/2025 | Brighton Jones LLC | 843 | $482K | 0.0% | +19.1% | 0.002% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 5,625 | $3.21M | 0.1% | +40.5% | 0.011% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,293 | $3.60M | 0.0% | +35.4% | 0.012% | |
| 4/16/2025 | Azzad Asset Management Inc. ADV | 4,421 | $2.53M | 0.3% | N/A | 0.008% | |
| 4/16/2025 | New England Research & Management Inc. | 560 | $320K | 0.2% | N/A | 0.001% | |
| 4/16/2025 | Stanley Laman Group Ltd. | 10,585 | $6.05M | 0.9% | +745.4% | 0.020% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 488 | $279K | 0.0% | N/A | 0.001% | |
| 4/16/2025 | GraniteShares Advisors LLC | 850 | $486K | 0.3% | -7.8% | 0.002% | |
| 4/16/2025 | Union Bancaire Privee UBP SA | 7,208 | $4.06M | 0.1% | +1.6% | 0.014% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 464 | $265K | 0.0% | -8.8% | 0.001% | |
| 4/15/2025 | Assenagon Asset Management S.A. | 38,980 | $22.27M | 0.0% | +74.1% | 0.075% | |
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 |
| 4/15/2025 | Handelsbanken Fonder AB | 16,222 | $9.27M | 0.0% | -1.9% | 0.031% | |
| 4/15/2025 | SG Americas Securities LLC | 2,147 | $1.23M | 0.0% | +239.2% | 0.004% | |
| 4/15/2025 | Avanza Fonder AB | 3,827 | $2.27M | 0.1% | -5.7% | 0.007% | |
| 4/15/2025 | GAMMA Investing LLC | 312 | $178K | 0.0% | +41.2% | 0.001% | |
| 4/15/2025 | Fourpath Capital Management LLC | 676 | $386K | 0.1% | -6.1% | 0.001% | |
| 4/14/2025 | Yousif Capital Management LLC | 662 | $378K | 0.0% | +3.0% | 0.001% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 1,590 | $908K | 0.0% | +38.7% | 0.003% | |
| 4/14/2025 | Farther Finance Advisors LLC | 319 | $186K | 0.0% | +25.1% | 0.001% | |
| 4/14/2025 | Kraematon Investment Advisors Inc. | 1,366 | $780K | 0.8% | -1.4% | 0.003% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 481 | $275K | 0.0% | N/A | 0.001% | |
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