8/1/2025 | Fire Capital Management LLC | 814 | $596K | 0.4% | -4.2% | 0.001% | |
8/1/2025 | Providence First Trust Co | 3,201 | $2.35M | 0.8% | -1.9% | 0.003% | |
8/1/2025 | Strategic Financial Services Inc. | 6,953 | $5.10M | 0.3% | -3.2% | 0.006% | |
8/1/2025 | Redmond Asset Management LLC | 829 | $607K | 0.1% | -2.9% | 0.001% | |
8/1/2025 | Zhang Financial LLC | 2,843 | $2.08M | 0.1% | -2.4% | 0.002% | |
8/1/2025 | Fairfield Financial Advisors LTD | 2,684 | $1.97M | 0.7% | +198.9% | 0.002% | |
8/1/2025 | New York Life Investment Management LLC | 18,733 | $13.73M | 0.1% | +11.8% | 0.015% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 652 | $478K | 0.2% | +5.2% | 0.001% | |
8/1/2025 | Howard Capital Management Inc. | 858 | $629K | 0.0% | +11.4% | 0.001% | |
8/1/2025 | First National Trust Co | 2,021 | $1.48M | 0.1% | -8.2% | 0.002% | |
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8/1/2025 | Motley Fool Asset Management LLC | 7,729 | $5.66M | 0.3% | +14.6% | 0.006% | |
8/1/2025 | Petra Financial Advisors Inc. | 1,436 | $1.05M | 0.7% | +198.5% | 0.001% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 59,153 | $43.35M | 0.4% | +16.3% | 0.047% | |
8/1/2025 | SYM FINANCIAL Corp | 311 | $228K | 0.0% | N/A | 0.000% | |
8/1/2025 | Liberty Wealth Management LLC | 274 | $201K | 0.0% | -99.6% | 0.000% | |
8/1/2025 | Teacher Retirement System of Texas | 66,482 | $48.72M | 0.2% | -6.1% | 0.053% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 10,229 | $7.50M | 0.2% | +377.5% | 0.008% | |
8/1/2025 | Transcend Capital Advisors LLC | 1,304 | $956K | 0.1% | +12.3% | 0.001% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 1,323 | $969K | 0.0% | +34.6% | 0.001% | |
8/1/2025 | Convergence Investment Partners LLC | 2,525 | $1.85M | 0.5% | -3.8% | 0.002% | |
8/1/2025 | Oak Grove Capital LLC | 650 | $476K | 0.1% | N/A | 0.001% | |
8/1/2025 | Bessemer Group Inc. | 524,801 | $384.56M | 0.6% | -6.0% | 0.419% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 4,089 | $3.00M | 0.1% | +10.6% | 0.003% | |
8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 786 | $576K | 0.0% | +77.0% | 0.001% | |
8/1/2025 | Solstein Capital LLC | 38 | $28K | 0.0% | +171.4% | 0.000% | |
8/1/2025 | Delta Investment Management LLC | 726 | $532K | 0.1% | +2.5% | 0.001% | |
8/1/2025 | MorganRosel Wealth Management LLC | 1,945 | $1.43M | 0.4% | +79.8% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 294,196 | $215.58M | 0.1% | +4.0% | 0.235% | |
7/31/2025 | Nisa Investment Advisors LLC | 46,067 | $33.79M | 0.2% | -12.1% | 0.037% | |
7/31/2025 | Wealthfront Advisers LLC | 27,286 | $20.00M | 0.1% | +7.1% | 0.022% | |
7/31/2025 | QV Investors Inc. | 3,229 | $2.37M | 0.2% | +0.6% | 0.003% | |
7/31/2025 | Ingalls & Snyder LLC | 14,177 | $10.39M | 0.4% | -0.2% | 0.011% | |
7/31/2025 | Whipplewood Advisors LLC | 399 | $292K | 0.2% | -50.6% | 0.000% | |
7/31/2025 | Brighton Jones LLC | 3,265 | $2.39M | 0.1% | +33.1% | 0.003% | |
7/31/2025 | Leavell Investment Management Inc. | 670 | $492K | 0.0% | -7.2% | 0.001% | |
7/31/2025 | BIP Wealth LLC | 2,620 | $1.92M | 0.1% | -5.2% | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,978 | $1.45M | 0.0% | +70.2% | 0.002% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 42,356 | $31.04M | 0.1% | -0.3% | 0.034% | |
7/31/2025 | PKO Investment Management Joint Stock Co | 600 | $440K | 0.0% | -60.0% | 0.000% | |
7/31/2025 | Sage Mountain Advisors LLC | 1,384 | $1.01M | 0.1% | +11.3% | 0.001% | |
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7/31/2025 | DDD Partners LLC | 290 | $213K | 0.0% | N/A | 0.000% | |
7/31/2025 | AlphaQuest LLC | 924 | $677K | 0.1% | -64.0% | 0.001% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 315,284 | $231.03M | 0.1% | +0.4% | 0.252% | |
7/31/2025 | Moloney Securities Asset Management LLC | 758 | $555K | 0.1% | -9.2% | 0.001% | |
7/31/2025 | Catalyst Capital Advisors LLC | 714 | $523K | 0.0% | N/A | 0.001% | |
7/31/2025 | Asset Management One Co. Ltd. | 58,909 | $43.17M | 0.1% | -1.3% | 0.047% | |
7/31/2025 | AlTi Global Inc. | 444 | $326K | 0.0% | N/A | 0.000% | |
7/31/2025 | Cardinal Point Capital Management ULC | 645 | $473K | 0.0% | +2.2% | 0.001% | |
7/31/2025 | Carnegie Investment Counsel | 989 | $725K | 0.0% | +1.9% | 0.001% | |
7/31/2025 | Smith Group Asset Management LLC | 51,015 | $37.38M | 2.5% | +2.7% | 0.041% | |
7/31/2025 | Avion Wealth | 217 | $159K | 0.0% | -29.1% | 0.000% | |
7/30/2025 | Paralel Advisors LLC | 3,969 | $2.91M | 0.1% | N/A | 0.003% | |
7/30/2025 | Warther Private Wealth LLC | 517 | $379K | 0.1% | -74.4% | 0.000% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 38,938 | $28.53M | 1.0% | -5.6% | 0.031% | |
7/30/2025 | Freedom Investment Management Inc. | 436 | $320K | 0.0% | +27.9% | 0.000% | |
7/30/2025 | Forum Financial Management LP | 1,500 | $1.10M | 0.0% | -2.6% | 0.001% | |
7/30/2025 | Ethic Inc. | 4,945 | $3.59M | 0.1% | -1.2% | 0.004% | |
7/30/2025 | Meadow Creek Wealth Advisors LLC | 426 | $312K | 0.2% | +4.7% | 0.000% | |
7/30/2025 | Greatmark Investment Partners Inc. | 375 | $275K | 0.0% | N/A | 0.000% | |
7/30/2025 | Rehmann Capital Advisory Group | 2,631 | $1.93M | 0.1% | +7.8% | 0.002% | |
7/30/2025 | Parcion Private Wealth LLC | 1,191 | $873K | 0.0% | +1.4% | 0.001% | |
7/30/2025 | Denali Advisors LLC | 2,954 | $2.17M | 0.2% | -2.1% | 0.002% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 23,447 | $17.18M | 0.8% | +1.6% | 0.019% | |
7/30/2025 | Brookstone Capital Management | 10,065 | $7.38M | 0.1% | +15.8% | 0.008% | |
7/30/2025 | FNY Investment Advisers LLC | 200 | $146K | 0.1% | N/A | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 5,485 | $4.02M | 0.0% | -10.9% | 0.004% | |
7/30/2025 | Cullen Frost Bankers Inc. | 3,117 | $2.28M | 0.0% | +8.1% | 0.002% | |
7/30/2025 | Fiduciary Family Office LLC | 2,276 | $1.67M | 0.5% | -6.1% | 0.002% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 19,626 | $14.38M | 0.3% | +73.3% | 0.016% | |
7/30/2025 | Whittier Trust Co. | 34,029 | $24.94M | 0.3% | +128.1% | 0.027% | |
7/30/2025 | Divergent Planning LLC | 403 | $295K | 0.1% | N/A | 0.000% | |
7/30/2025 | Atlantic Edge Private Wealth Management LLC | 5,308 | $3.89M | 1.1% | -1.2% | 0.004% | |
7/30/2025 | Securian Asset Management Inc. | 6,564 | $4.81M | 0.1% | -1.1% | 0.005% | |
7/30/2025 | Phoenix Financial Ltd. | 16,738 | $12.27M | 0.2% | +4.3% | 0.013% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 227,498 | $165.20M | 0.3% | +1.7% | 0.182% | |
7/30/2025 | Bogart Wealth LLC | 118 | $86K | 0.0% | +122.6% | 0.000% | |
7/30/2025 | Drive Wealth Management LLC | 740 | $543K | 0.1% | +4.4% | 0.001% | |
7/30/2025 | Townsend & Associates Inc | 19,927 | $14.19M | 1.4% | N/A | 0.016% | |
7/29/2025 | Stephens Inc. AR | 1,862 | $1.36M | 0.0% | -65.9% | 0.001% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 1,551 | $1.14M | 0.2% | -45.5% | 0.001% | |
7/29/2025 | Balboa Wealth Partners | 1,026 | $752K | 0.2% | -2.3% | 0.001% | |
7/29/2025 | Calamos Wealth Management LLC | 5,356 | $3.93M | 0.2% | +0.4% | 0.004% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 8,739 | $6.40M | 0.1% | -2.4% | 0.007% | |
7/29/2025 | Crux Wealth Advisors | 1,307 | $958K | 0.4% | +43.3% | 0.001% | |
7/29/2025 | Chicago Partners Investment Group LLC | 1,069 | $763K | 0.0% | +16.3% | 0.001% | |
7/29/2025 | Goldstein Advisors LLC | 320 | $234K | 0.0% | -14.7% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 749 | $549K | 0.0% | -40.4% | 0.001% | |
7/29/2025 | Mutual of America Capital Management LLC | 15,836 | $11.60M | 0.1% | -1.8% | 0.013% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 58,471 | $42.85M | 1.0% | +6.8% | 0.047% | |
7/29/2025 | Quotient Wealth Partners LLC | 468 | $343K | 0.0% | +16.1% | 0.000% | |
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Lithium. Oil. Gold. Trillions in U.S. resources are being quietly opened to the public, and former hedge fund firm manager Whitney Tilson believes this is the best chance in years to turn a small stake into huge gains. He's naming one $10 stock leading this "US: IPO" boom. Click here to see the full story. |
7/29/2025 | Spirit of America Management Corp NY | 4,720 | $3.46M | 0.7% | -2.6% | 0.004% | |
7/29/2025 | Aspiriant LLC | 535 | $392K | 0.0% | +32.1% | 0.000% | |
7/29/2025 | Stanley Laman Group Ltd. | 5,624 | $4.12M | 0.6% | -33.3% | 0.004% | |
7/29/2025 | Foster & Motley Inc. | 15,989 | $11.72M | 0.7% | -6.5% | 0.013% | |
7/29/2025 | Chevy Chase Trust Holdings LLC | 66,660 | $48.85M | 0.1% | +0.7% | 0.053% | |
7/29/2025 | Stratos Wealth Partners LTD. | 2,105 | $1.54M | 0.0% | +4.2% | 0.002% | |
7/29/2025 | Stratos Wealth Advisors LLC | 647 | $474K | 0.0% | -3.3% | 0.001% | |
7/29/2025 | Private Trust Co. NA | 1,767 | $1.29M | 0.1% | -14.5% | 0.001% | |
7/29/2025 | Angeles Wealth Management LLC | 557 | $408K | 0.0% | +6.7% | 0.000% | |
7/29/2025 | Applied Finance Capital Management LLC | 23,053 | $16.89M | 1.2% | -8.4% | 0.018% | |