| 5/1/2025 | Fort Sheridan Advisors LLC | 122,179 | $2.93M | 0.4% | -1.0% | 0.006% | |
| 5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 207,190 | $4.97M | 0.9% | +3.1% | 0.011% | |
| 5/1/2025 | Xponance Inc. | 267,152 | $6.41M | 0.1% | +2.3% | 0.014% | |
| 5/1/2025 | Country Club Bank | 247,965 | $5.88M | 0.4% | +1.2% | 0.013% | |
| 4/30/2025 | Cerity Partners LLC | 794,628 | $19.06M | 0.0% | +0.1% | 0.041% | |
| 4/30/2025 | Code Waechter LLC | 10,894 | $261K | 0.2% | N/A | 0.001% | |
| 4/30/2025 | Allworth Financial LP | 28,062 | $638K | 0.0% | -26.3% | 0.001% | |
| 4/30/2025 | Alpine Woods Capital Investors LLC | 262,125 | $6.29M | 1.6% | -14.9% | 0.014% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 238,410 | $5.72M | 0.0% | -58.5% | 0.012% | |
| 4/30/2025 | New Mexico Educational Retirement Board | 89,581 | $2.15M | 0.1% | -1.9% | 0.005% | |
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| 4/30/2025 | Chemung Canal Trust Co. | 32,642 | $783K | 0.2% | -5.8% | 0.002% | |
| 4/30/2025 | Greenleaf Trust | 14,962 | $359K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Yacktman Asset Management LP | 8,270,488 | $198.33M | 2.6% | -0.4% | 0.431% | |
| 4/30/2025 | CORDA Investment Management LLC. | 1,242,029 | $29.78M | 2.4% | -0.9% | 0.065% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 1,056,602 | $24.46M | 0.0% | -0.1% | 0.055% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 23,586 | $566K | 0.1% | +3.4% | 0.001% | |
| 4/30/2025 | M&T Bank Corp | 118,131 | $2.83M | 0.0% | +11.9% | 0.006% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 14,857 | $356K | 0.0% | +10.4% | 0.001% | |
| 4/30/2025 | 49 Wealth Management LLC | 16,976 | $407K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 54,561 | $1.31M | 0.7% | -26.8% | 0.003% | |
| 4/30/2025 | Brown Advisory Inc. | 1,397,061 | $33.50M | 0.0% | -19.3% | 0.073% | |
| 4/30/2025 | Harbour Investment Management LLC | 55,230 | $1.32M | 0.6% | -1.0% | 0.003% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 19,254 | $462K | 0.1% | +4.4% | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 28,049 | $673K | 0.0% | -4.3% | 0.001% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 43,699 | $1.05M | 0.5% | +2.4% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 314,380 | $7.54M | 0.2% | +12.4% | 0.016% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,436,854 | $250.28M | 0.1% | +2.1% | 0.544% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 1,910 | $46K | 0.0% | -28.0% | 0.000% | |
| 4/29/2025 | Ifrah Financial Services Inc. | 15,743 | $378K | 0.1% | -8.3% | 0.001% | |
| 4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 407,091 | $9.76M | 0.6% | -4.0% | 0.021% | |
| 4/29/2025 | Argentarii LLC | 12,866 | $309K | 0.2% | -17.7% | 0.001% | |
| 4/29/2025 | Meridian Investment Counsel Inc. | 68,617 | $1.65M | 0.5% | -4.2% | 0.004% | |
| 4/29/2025 | Novare Capital Management LLC | 476,819 | $11.43M | 1.0% | -3.1% | 0.025% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 58,135 | $1.39M | 0.0% | +250.0% | 0.003% | |
| 4/29/2025 | HM Payson & Co. | 5,165 | $124K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 35,786,201 | $858.15M | 0.2% | -13.2% | 1.865% | |
| 4/29/2025 | Brookstone Capital Management | 173,679 | $4.17M | 0.1% | N/A | 0.009% | |
| 4/29/2025 | IFM Investors Pty Ltd | 390,050 | $9.02M | 0.1% | +9.9% | 0.020% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 21,790 | $523K | 0.0% | +13.2% | 0.001% | |
| 4/29/2025 | Aviance Capital Partners LLC | 13,150 | $315K | 0.0% | -9.2% | 0.001% | |
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| 4/28/2025 | D.A. Davidson & CO. | 108,872 | $2.61M | 0.0% | -30.8% | 0.006% | |
| 4/28/2025 | Principal Financial Group Inc. | 2,320,654 | $55.65M | 0.0% | -0.5% | 0.121% | |
| 4/28/2025 | Mutual Advisors LLC | 15,994 | $368K | 0.0% | +5.7% | 0.001% | |
| 4/28/2025 | Oregon Public Employees Retirement Fund | 165,746 | $3.98M | 0.1% | +0.9% | 0.009% | |
| 4/28/2025 | Teacher Retirement System of Texas | 501,448 | $12.03M | 0.1% | +62.6% | 0.026% | |
| 4/28/2025 | Revisor Wealth Management LLC | 19,664 | $472K | 0.2% | N/A | 0.001% | |
| 4/28/2025 | Alley Investment Management Company LLC | 263,569 | $6.32M | 0.8% | +3.5% | 0.014% | |
| 4/28/2025 | Fiduciary Group LLC | 72,495 | $1.74M | 0.2% | -16.4% | 0.004% | |
| 4/28/2025 | Kanawha Capital Management LLC | 117,211 | $2.81M | 0.2% | -4.4% | 0.006% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 10,370 | $249K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | First Bank & Trust | 95,152 | $2.28M | 0.4% | +1.0% | 0.005% | |
| 4/28/2025 | Keybank National Association OH | 4,973,410 | $119.26M | 0.5% | +6.4% | 0.259% | |
| 4/28/2025 | Rossby Financial LCC | 2,273 | $52K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 380,897 | $9.08M | 0.1% | -2.0% | 0.020% | |
| 4/28/2025 | Summit Trail Advisors LLC | 23,198 | $556K | 0.0% | +31.4% | 0.001% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 221,303 | $5.31M | 0.1% | +1.4% | 0.012% | |
| 4/28/2025 | Vontobel Holding Ltd. | 45,744 | $1.10M | 0.0% | +46.0% | 0.002% | |
| 4/28/2025 | Rovin Capital UT ADV | 17,491 | $419K | 0.1% | N/A | 0.001% | |
| 4/25/2025 | Mather Group LLC. | 13,766 | $330K | 0.0% | +29.5% | 0.001% | |
| 4/25/2025 | Alta Advisers Ltd | 9,384 | $225K | 0.1% | N/A | 0.000% | |
| 4/25/2025 | Kennon Green & Company LLC | 210,148 | $5.04M | 4.1% | +22.5% | 0.011% | |
| 4/25/2025 | Altus Wealth Group LLC | 30,874 | $740K | 0.3% | -2.1% | 0.002% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 30,697 | $736K | 0.1% | -8.6% | 0.002% | |
| 4/25/2025 | New Wave Wealth Advisors LLC | 10,690 | $256K | 0.1% | -34.1% | 0.001% | |
| 4/25/2025 | New York State Teachers Retirement System | 1,518,745 | $36.42M | 0.1% | -2.8% | 0.079% | |
| 4/25/2025 | Amalgamated Bank | 381,042 | $9.14M | 0.1% | +0.7% | 0.020% | |
| 4/25/2025 | Buttonwood Financial Advisors Inc. | 22,669 | $544K | 0.2% | -47.4% | 0.001% | |
| 4/25/2025 | KBC Group NV | 2,179,185 | $52.26M | 0.2% | +308.3% | 0.114% | |
| 4/25/2025 | Meridian Financial LLC | 8,422 | $202K | 0.1% | N/A | 0.000% | |
| 4/25/2025 | TBH Global Asset Management LLC | 36,275 | $870K | 0.1% | -1.8% | 0.002% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 4,781,930 | $114.67M | 0.1% | +0.3% | 0.249% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 87,136 | $2.08M | 0.0% | +1.7% | 0.005% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 576,849 | $13.67M | 0.0% | +41.9% | 0.030% | |
| 4/24/2025 | Quilter Plc | 55,498 | $1.33M | 0.0% | +1.5% | 0.003% | |
| 4/24/2025 | Illinois Municipal Retirement Fund | 352,519 | $8.45M | 0.1% | -3.5% | 0.018% | |
| 4/24/2025 | Scott & Selber Inc. | 106,621 | $2.56M | 0.8% | +0.4% | 0.006% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 69,195 | $1.66M | 0.1% | -22.1% | 0.004% | |
| 4/23/2025 | Beech Hill Advisors Inc. | 108,240 | $2.60M | 1.0% | +1.3% | 0.006% | |
| 4/23/2025 | DLK Investment Management LLC | 170,966 | $4.10M | 1.7% | N/A | 0.009% | |
| 4/23/2025 | Flavin Financial Services Inc. | 49,287 | $1.18M | 1.1% | +9.2% | 0.003% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 4,523 | $108K | 0.0% | +218.1% | 0.000% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 103,091 | $2.47M | 0.0% | +2.6% | 0.005% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 25,953 | $622K | 0.0% | -11.5% | 0.001% | |
| 4/23/2025 | Security National Bank | 41,971 | $1.01M | 0.2% | -4.1% | 0.002% | |
| 4/23/2025 | Perigon Wealth Management LLC | 15,937 | $382K | 0.0% | -17.2% | 0.001% | |
| 4/23/2025 | Saybrook Capital NC | 352,380 | $8.45M | 2.3% | +8.9% | 0.018% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 105,253 | $2.52M | 0.1% | -2.9% | 0.005% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,081 | $74K | 0.0% | +292.0% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 2,361,176 | $56.62M | 0.1% | -3.3% | 0.123% | |
| 4/23/2025 | Valicenti Advisory Services Inc. | 112,668 | $2.70M | 0.7% | +3.9% | 0.006% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
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| 4/23/2025 | Adams Diversified Equity Fund Inc. | 752,500 | $18.05M | 0.7% | N/A | 0.039% | |
| 4/23/2025 | Slocum Gordon & Co LLP | 257,813 | $6.18M | 4.6% | -0.9% | 0.013% | |
| 4/23/2025 | Steph & Co. | 16,859 | $404K | 0.1% | -26.6% | 0.001% | |
| 4/23/2025 | International Assets Investment Management LLC | 10,247 | $246K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 11,741 | $282K | 0.0% | -7.5% | 0.001% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 1,007,097 | $24.15M | 0.1% | -0.1% | 0.052% | |
| 4/23/2025 | LaFleur & Godfrey LLC | 133,714 | $3.21M | 0.4% | +64.5% | 0.007% | |
| 4/23/2025 | YHB Investment Advisors Inc. | 47,684 | $1.14M | 0.1% | -5.1% | 0.002% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 9,579 | $230K | 0.1% | -10.5% | 0.000% | |
| 4/23/2025 | Cooper Investors PTY Ltd. | 858,076 | $20.58M | 3.3% | +39.7% | 0.045% | |
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