5/2/2025 | Forte Capital LLC ADV | 26,717 | $4.71M | 0.6% | -1.3% | 0.015% | |
5/2/2025 | Forum Financial Management LP | 1,930 | $340K | 0.0% | -6.6% | 0.001% | |
5/2/2025 | Burns Matteson Capital Management LLC | 3,028 | $534K | 0.3% | -17.9% | 0.002% | |
5/2/2025 | Victory Capital Management Inc. | 66,521 | $11.73M | 0.0% | -25.1% | 0.038% | |
5/2/2025 | Stack Financial Management Inc | 89,005 | $15.69M | 1.3% | -0.1% | 0.050% | |
5/2/2025 | Kornitzer Capital Management Inc. KS | 56,299 | $9.93M | 0.2% | -15.0% | 0.032% | |
5/2/2025 | Larson Financial Group LLC | 275 | $48K | 0.0% | +109.9% | 0.000% | |
5/2/2025 | Wealthfront Advisers LLC | 4,310 | $760K | 0.0% | +7.4% | 0.002% | |
5/2/2025 | First Business Financial Services Inc. | 10,309 | $1.82M | 0.2% | +5.1% | 0.006% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 13,320 | $2.35M | 0.3% | +5.7% | 0.008% | |
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5/2/2025 | Whittier Trust Co. of Nevada Inc. | 53,604 | $9.45M | 0.2% | +3.9% | 0.030% | |
5/2/2025 | Whittier Trust Co. | 121,943 | $21.50M | 0.3% | +2.4% | 0.069% | |
5/2/2025 | Massachusetts Financial Services Co. MA | 143,573 | $25.31M | 0.0% | +0.9% | 0.081% | |
5/2/2025 | Signaturefd LLC | 2,261 | $399K | 0.0% | -21.9% | 0.001% | |
5/2/2025 | Edgestream Partners L.P. | 47,557 | $8.38M | 0.3% | +44.6% | 0.027% | |
5/1/2025 | Securian Asset Management Inc. | 8,862 | $1.56M | 0.0% | -4.2% | 0.005% | |
5/1/2025 | MTM Investment Management LLC | 1,500 | $257K | 0.1% | -4.6% | 0.001% | |
5/1/2025 | MQS Management LLC | 3,513 | $619K | 0.4% | N/A | 0.002% | |
5/1/2025 | LRI Investments LLC | 23,710 | $4.18M | 0.4% | -1.5% | 0.013% | |
5/1/2025 | Marks Group Wealth Management Inc | 45,915 | $8.10M | 0.8% | +33.2% | 0.026% | |
5/1/2025 | CWM LLC | 12,039 | $2.12M | 0.0% | +4.0% | 0.007% | |
5/1/2025 | Louisiana State Employees Retirement System | 9,000 | $1.59M | 0.0% | -3.2% | 0.005% | |
5/1/2025 | New York State Common Retirement Fund | 104,480 | $18.42M | 0.0% | +1.9% | 0.059% | |
5/1/2025 | Mutual of America Capital Management LLC | 34,435 | $6.07M | 0.1% | +7.5% | 0.020% | |
5/1/2025 | Arizona State Retirement System | 53,265 | $9.39M | 0.1% | +2.9% | 0.030% | |
5/1/2025 | Ballentine Partners LLC | 1,477 | $260K | 0.0% | +4.9% | 0.001% | |
5/1/2025 | Callahan Advisors LLC | 37,107 | $6.54M | 0.6% | +3.9% | 0.021% | |
5/1/2025 | Park Square Financial Group LLC | 436 | $77K | 0.1% | +7,166.7% | 0.000% | |
5/1/2025 | Cromwell Holdings LLC | 377 | $66K | 0.0% | +69.8% | 0.000% | |
5/1/2025 | Xponance Inc. | 26,390 | $4.65M | 0.0% | -1.2% | 0.015% | |
4/30/2025 | State of Michigan Retirement System | 45,394 | $8.00M | 0.0% | -3.0% | 0.026% | |
4/30/2025 | Cerity Partners LLC | 126,839 | $22.36M | 0.0% | -49.1% | 0.072% | |
4/30/2025 | Vision Capital Management Inc. | 33,644 | $5.93M | 0.9% | +2.2% | 0.019% | |
4/30/2025 | Telos Capital Management Inc. | 40,035 | $7.06M | 0.8% | +3.1% | 0.023% | |
4/30/2025 | Alps Advisors Inc. | 2,251 | $397K | 0.0% | -28.1% | 0.001% | |
4/30/2025 | Allworth Financial LP | 677 | $119K | 0.0% | -29.5% | 0.000% | |
4/30/2025 | Stonebrook Private Inc. | 3,887 | $685K | 0.2% | +7.5% | 0.002% | |
4/30/2025 | Nisa Investment Advisors LLC | 13,030 | $2.30M | 0.0% | +20.3% | 0.007% | |
4/30/2025 | New Mexico Educational Retirement Board | 8,100 | $1.43M | 0.1% | -2.4% | 0.005% | |
4/30/2025 | Greenleaf Trust | 2,819 | $497K | 0.0% | -11.2% | 0.002% | |
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 |
4/30/2025 | DekaBank Deutsche Girozentrale | 190,719 | $33.48M | 0.1% | -4.0% | 0.108% | |
4/30/2025 | M&T Bank Corp | 37,090 | $6.54M | 0.0% | -27.2% | 0.021% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,468 | $1.14M | 0.0% | +13.0% | 0.004% | |
4/30/2025 | Brown Advisory Inc. | 2,165 | $382K | 0.0% | -11.1% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 14,696 | $2.59M | 0.0% | +2.3% | 0.008% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 3,865 | $681K | 0.2% | -7.8% | 0.002% | |
4/29/2025 | Richard Bernstein Advisors LLC | 12,246 | $2.16M | 0.1% | -2.9% | 0.007% | |
4/29/2025 | Raleigh Capital Management Inc. | 1,806 | $318K | 0.1% | +382.9% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 476 | $84K | 0.0% | -49.9% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 482,680 | $85.10M | 0.0% | +15.9% | 0.274% | |
4/29/2025 | Penserra Capital Management LLC | 873 | $153K | 0.0% | -31.3% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,680 | $1.35M | 0.0% | +39.3% | 0.004% | |
4/29/2025 | Bank of New York Mellon Corp | 1,040,620 | $183.46M | 0.0% | -3.9% | 0.590% | |
4/29/2025 | World Investment Advisors | 66,807 | $11.78M | 0.3% | +11.4% | 0.038% | |
4/29/2025 | Impax Asset Management Group plc | 19,826 | $3.50M | 0.0% | -90.1% | 0.011% | |
4/29/2025 | Kintegral Advisory LLC | 2,715 | $479K | 0.1% | -32.9% | 0.002% | |
4/29/2025 | Nichols & Pratt Advisers LLP MA | 111,188 | $19.57M | 1.3% | +1.9% | 0.063% | |
4/29/2025 | IFM Investors Pty Ltd | 37,176 | $6.55M | 0.1% | +10.5% | 0.021% | |
4/29/2025 | OneDigital Investment Advisors LLC | 5,991 | $1.06M | 0.0% | -58.3% | 0.003% | |
4/29/2025 | Calamos Advisors LLC | 79,266 | $13.98M | 0.1% | +33.9% | 0.045% | |
4/29/2025 | Goelzer Investment Management Inc. | 19,950 | $3.52M | 0.2% | +1.0% | 0.011% | |
4/29/2025 | Checchi Capital Advisers LLC | 1,458 | $257K | 0.0% | -12.0% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 19,200 | $3.39M | 0.0% | -1.1% | 0.011% | |
4/28/2025 | Principal Financial Group Inc. | 193,467 | $34.11M | 0.0% | -3.2% | 0.110% | |
4/28/2025 | Mutual Advisors LLC | 3,126 | $551K | 0.0% | +85.1% | 0.002% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 14,392 | $2.54M | 0.0% | -2.4% | 0.008% | |
4/28/2025 | Teacher Retirement System of Texas | 32,432 | $5.72M | 0.0% | +201.6% | 0.018% | |
4/28/2025 | First Horizon Advisors Inc. | 3,851 | $679K | 0.0% | -16.5% | 0.002% | |
4/28/2025 | Private Trust Co. NA | 536 | $94K | 0.0% | +22.4% | 0.000% | |
4/28/2025 | Keybank National Association OH | 8,819 | $1.56M | 0.0% | -2.2% | 0.005% | |
4/28/2025 | Summit Trail Advisors LLC | 2,369 | $418K | 0.0% | +27.7% | 0.001% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 45,558 | $8.03M | 0.1% | -6.9% | 0.026% | |
4/28/2025 | Smith Group Asset Management LLC | 8,112 | $1.43M | 0.1% | -1.4% | 0.005% | |
4/28/2025 | Vontobel Holding Ltd. | 70,643 | $12.45M | 0.0% | +32.5% | 0.040% | |
4/25/2025 | Mather Group LLC. | 769 | $136K | 0.0% | +83.5% | 0.000% | |
4/25/2025 | Smith Salley Wealth Management | 11,572 | $2.04M | 0.1% | +4.2% | 0.007% | |
4/25/2025 | WASHINGTON TRUST Co | 100,558 | $17.73M | 0.7% | -0.8% | 0.057% | |
4/25/2025 | New York State Teachers Retirement System | 147,038 | $25.92M | 0.1% | -5.1% | 0.083% | |
4/25/2025 | Amalgamated Bank | 33,962 | $5.99M | 0.1% | +0.7% | 0.019% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 3,208 | $566K | 0.3% | -4.8% | 0.002% | |
4/25/2025 | KBC Group NV | 603,752 | $106.44M | 0.3% | -2.0% | 0.342% | |
4/25/2025 | McGuire Investment Group LLC | 52,892 | $9.33M | 1.4% | -11.0% | 0.030% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,039,819 | $183.32M | 0.1% | -1.0% | 0.590% | |
4/24/2025 | Marathon Asset Management Ltd | 171,407 | $30.22M | 0.9% | +14.4% | 0.097% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 27,645 | $4.73M | 0.0% | -56.8% | 0.016% | |
4/24/2025 | Highland Capital Management LLC | 6,541 | $1.15M | 0.1% | +2.3% | 0.004% | |
4/24/2025 | BSW Wealth Partners | 1,540 | $272K | 0.0% | +34.3% | 0.001% | |
4/24/2025 | Jag Capital Management LLC | 11,835 | $2.09M | 0.3% | -6.3% | 0.007% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 25,696 | $4.55M | 0.0% | -5.8% | 0.015% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 6,777 | $1.20M | 0.1% | -10.8% | 0.004% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 5,369 | $947K | 0.0% | -1.8% | 0.003% | |
4/24/2025 | Diversified Trust Co | 1,788 | $315K | 0.0% | -38.8% | 0.001% | |
4/24/2025 | Tranquility Partners LLC | 12,877 | $2.27M | 0.9% | -3.5% | 0.007% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 113,565 | $20.02M | 0.0% | -1.4% | 0.064% | |
4/23/2025 | Sequoia Financial Advisors LLC | 6,234 | $1.10M | 0.0% | -92.7% | 0.004% | |
4/23/2025 | Perigon Wealth Management LLC | 2,921 | $515K | 0.0% | -2.9% | 0.002% | |
4/23/2025 | Golden State Wealth Management LLC | 174 | $31K | 0.0% | +295.5% | 0.000% | |
4/23/2025 | Archford Capital Strategies LLC | 3,648 | $643K | 0.1% | -69.5% | 0.002% | |
4/23/2025 | Strategic Investment Advisors MI | 2,136 | $377K | 0.0% | N/A | 0.001% | |
4/23/2025 | Berry Wealth Group LP | 1,764 | $311K | 0.2% | +29.3% | 0.001% | |