| 4/29/2025 | Raleigh Capital Management Inc. | 1,528 | $301K | 0.1% | +9.2% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 517 | $102K | 0.0% | -32.7% | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 485,471 | $95.59M | 0.0% | -1.6% | 0.735% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 1,480 | $291K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 636,307 | $125.29M | 0.0% | -5.0% | 0.963% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 527 | $104K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 2,795 | $550K | 0.0% | +18.2% | 0.004% | |
| 4/29/2025 | Leeward Investments LLC MA | 79,126 | $15.58M | 0.8% | +17.3% | 0.120% | |
| 4/28/2025 | Principal Financial Group Inc. | 202,662 | $39.90M | 0.0% | +11.3% | 0.307% | |
| 4/28/2025 | Oregon Public Employees Retirement Fund | 13,454 | $2.65M | 0.1% | +0.4% | 0.020% | |
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| 4/28/2025 | Resonant Capital Advisors LLC | 4,182 | $823K | 0.1% | -5.1% | 0.006% | |
| 4/28/2025 | Teacher Retirement System of Texas | 50,199 | $9.88M | 0.0% | -27.6% | 0.076% | |
| 4/28/2025 | First Horizon Advisors Inc. | 218 | $43K | 0.0% | -36.8% | 0.000% | |
| 4/28/2025 | WCM Investment Management LLC | 2,514,042 | $492.40M | 1.3% | +1.3% | 3.804% | |
| 4/28/2025 | Impact Investors Inc | 6,417 | $1.26M | 1.0% | -1.5% | 0.010% | |
| 4/25/2025 | New York State Teachers Retirement System | 77,531 | $15.27M | 0.0% | -4.1% | 0.117% | |
| 4/25/2025 | Amalgamated Bank | 30,203 | $5.95M | 0.1% | -4.1% | 0.046% | |
| 4/25/2025 | Monument Capital Management | 13,807 | $2.72M | 0.8% | +3.2% | 0.021% | |
| 4/25/2025 | KBC Group NV | 2,807 | $553K | 0.0% | -48.1% | 0.004% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 16,592 | $3.27M | 0.0% | -3.9% | 0.025% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 171,402 | $33.98M | 0.1% | +7.7% | 0.259% | |
| 4/24/2025 | Diversified Trust Co | 2,395 | $472K | 0.0% | -15.6% | 0.004% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 57,474 | $11.32M | 0.0% | -16.8% | 0.087% | |
| 4/23/2025 | Perigon Wealth Management LLC | 1,130 | $223K | 0.0% | -18.3% | 0.002% | |
| 4/23/2025 | Alpine Bank Wealth Management | 141 | $28K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 148 | $29K | 0.0% | +164.3% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 8,273 | $1.63M | 0.0% | -55.1% | 0.013% | |
| 4/23/2025 | Lecap Asset Management Ltd. | 11,998 | $2.36M | 0.6% | +324.7% | 0.018% | |
| 4/23/2025 | Strategic Investment Advisors MI | 2,465 | $485K | 0.1% | -4.6% | 0.004% | |
| 4/23/2025 | Berry Wealth Group LP | 1,530 | $301K | 0.2% | -5.3% | 0.002% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 6,553 | $1.29M | 0.0% | +1,265.2% | 0.010% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 10,322 | $2.03M | 0.1% | +6.8% | 0.016% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 31,618 | $6.23M | 0.1% | +1.3% | 0.048% | |
| 4/22/2025 | Consolidated Planning Corp | 6,475 | $1.28M | 0.2% | +67.6% | 0.010% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,901 | $768K | 0.0% | +13.1% | 0.006% | |
| 4/22/2025 | 1858 Wealth Management LLC | 1,462 | $288K | 0.2% | +19.3% | 0.002% | |
| 4/22/2025 | Aspire Private Capital LLC | 4,609 | $908K | 0.2% | +15.7% | 0.007% | |
| 4/21/2025 | Retirement Systems of Alabama | 182,973 | $36.03M | 0.1% | +13.4% | 0.277% | |
| 4/21/2025 | Blue Trust Inc. | 3,984 | $784K | 0.0% | +28.3% | 0.006% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 22,962 | $4.52M | 0.0% | -28.8% | 0.035% | |
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| 4/21/2025 | Institute for Wealth Management LLC. | 1,074 | $211K | 0.0% | -24.8% | 0.002% | |
| 4/21/2025 | State of Alaska Department of Revenue | 12,118 | $2.39M | 0.0% | +1.7% | 0.018% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 1,570 | $309K | 0.0% | -22.2% | 0.002% | |
| 4/17/2025 | QRG Capital Management Inc. | 3,940 | $776K | 0.0% | -4.5% | 0.006% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,496 | $1.87M | 0.0% | -3.1% | 0.014% | |
| 4/17/2025 | Trust Point Inc. | 1,219 | $240K | 0.0% | +5.4% | 0.002% | |
| 4/17/2025 | Vaughan Nelson Investment Management L.P. | 326,257 | $64.24M | 0.6% | +256.7% | 0.494% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,783 | $1.73M | 0.0% | +38.2% | 0.013% | |
| 4/16/2025 | Willis Investment Counsel | 53,668 | $10.57M | 0.7% | +0.6% | 0.081% | |
| 4/15/2025 | Fifth Third Bancorp | 22,980 | $4.53M | 0.0% | -1.8% | 0.035% | |
| 4/15/2025 | Martin Capital Partners LLC | 8,095 | $1.59M | 1.9% | -3.3% | 0.012% | |
| 4/15/2025 | Assenagon Asset Management S.A. | 235,219 | $46.32M | 0.1% | +466.6% | 0.356% | |
| 4/15/2025 | Handelsbanken Fonder AB | 16,300 | $3.21M | 0.0% | -83.2% | 0.025% | |
| 4/15/2025 | SG Americas Securities LLC | 2,110 | $415K | 0.0% | N/A | 0.003% | |
| 4/15/2025 | Avanza Fonder AB | 4,429 | $886K | 0.0% | -6.4% | 0.007% | |
| 4/15/2025 | GAMMA Investing LLC | 2,412 | $475K | 0.0% | +179.5% | 0.004% | |
| 4/14/2025 | Yousif Capital Management LLC | 23,288 | $4.59M | 0.1% | -2.2% | 0.035% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 2,413 | $475K | 0.0% | N/A | 0.004% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,311 | $260K | 0.0% | +51.7% | 0.002% | |
| 4/14/2025 | Wedmont Private Capital | 2,126 | $419K | 0.0% | -16.6% | 0.003% | |
| 4/14/2025 | UMB Bank n.a. | 2,099 | $413K | 0.0% | +20.3% | 0.003% | |
| 4/14/2025 | Sivia Capital Partners LLC | 1,054 | $208K | 0.1% | N/A | 0.002% | |
| 4/11/2025 | Curat Global LLC | 378 | $75K | 0.1% | N/A | 0.001% | |
| 4/11/2025 | Vest Financial LLC | 15,302 | $3.01M | 0.0% | +30.6% | 0.023% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 310 | $61K | 0.0% | +78.2% | 0.000% | |
| 4/9/2025 | Fulton Bank N.A. | 1,948 | $384K | 0.0% | -3.1% | 0.003% | |
| 4/9/2025 | Merit Financial Group LLC | 3,792 | $747K | 0.0% | N/A | 0.006% | |
| 4/9/2025 | Anderson Hoagland & Co. | 13,000 | $2.56M | 0.3% | +0.8% | 0.020% | |
| 4/9/2025 | NBC Securities Inc. | 3,180 | $626K | 0.1% | +158,900.0% | 0.005% | |
| 4/9/2025 | Douglas Lane & Associates LLC | 578,602 | $113.93M | 1.7% | +2.2% | 0.876% | |
| 4/8/2025 | Rhumbline Advisers | 178,227 | $35.09M | 0.0% | -1.4% | 0.270% | |
| 4/7/2025 | GAMMA Investing LLC | 474,923 | $93.51M | 0.0% | +54,931.6% | 0.719% | |
| 4/3/2025 | Versant Capital Management Inc | 502 | $99K | 0.0% | +73.1% | 0.001% | |
| 4/3/2025 | Insight Wealth Strategies LLC | 22,709 | $4.47M | 0.6% | +12.7% | 0.034% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 3,122 | $615K | 0.0% | +2.7% | 0.005% | |
| 3/24/2025 | Wellington Management Group LLP | 149,923 | $32.03M | 0.0% | -24.3% | 0.227% | |
| 3/18/2025 | California State Teachers Retirement System | 61,614 | $13.16M | 0.0% | -1.6% | 0.093% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,355 | $1.36M | 0.0% | +27.8% | 0.010% | |
| 2/28/2025 | Park Square Financial Group LLC | 465 | $99K | 0.1% | N/A | 0.001% | |
| 2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 87,982 | $18.80M | 0.0% | N/A | 0.133% | |
| 2/27/2025 | Jefferies Financial Group Inc. | 5,250 | $1.12M | 0.0% | +54.2% | 0.008% | |
| 2/20/2025 | Mackenzie Financial Corp | 14,307 | $3.06M | 0.0% | +28.5% | 0.022% | |
| 2/20/2025 | Forum Financial Management LP | 1,836 | $392K | 0.0% | +7.6% | 0.003% | |
| 2/19/2025 | Public Employees Retirement System of Ohio | 42,633 | $9.11M | 0.0% | +0.3% | 0.065% | |
| 2/18/2025 | Vise Technologies Inc. | 1,023 | $219K | 0.0% | N/A | 0.002% | |
| 2/18/2025 | Mosaic Family Wealth Partners LLC | 22,286 | $4.76M | 0.7% | +9.6% | 0.034% | |
| 2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 255,898 | $54.67M | 0.0% | +27.4% | 0.389% | |
| 2/17/2025 | Voloridge Investment Management LLC | 31,107 | $6.65M | 0.0% | +653.6% | 0.047% | |
| 2/17/2025 | Woodline Partners LP | 181,983 | $38.88M | 0.3% | +24.7% | 0.276% | |
| 2/17/2025 | Vident Advisory LLC | 7,531 | $1.61M | 0.0% | -7.5% | 0.011% | |
Real Americans Don’t Wait on Wall Street’s Next Move (Ad) What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart.
Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs.
And you don't have to stand by while Wall Street plays roulette with your future. The Golden Path to Retirement gives you the whole story. |
| 2/17/2025 | Squarepoint Ops LLC | 71,930 | $15.37M | 0.0% | +167.9% | 0.109% | |
| 2/17/2025 | Two Sigma Advisers LP | 56,500 | $12.07M | 0.0% | +769.2% | 0.086% | |
| 2/17/2025 | Two Sigma Investments LP | 128,022 | $27.35M | 0.1% | +57.8% | 0.194% | |
| 2/17/2025 | Teza Capital Management LLC | 2,443 | $522K | 0.1% | N/A | 0.004% | |
| 2/17/2025 | Tidal Investments LLC | 285,368 | $60.96M | 0.5% | +6,944.4% | 0.433% | |
| 2/17/2025 | Royal Bank of Canada | 65,792 | $14.06M | 0.0% | -23.0% | 0.100% | |
| 2/17/2025 | Point72 Asia Singapore Pte. Ltd. | 3,978 | $850K | 0.2% | +181.3% | 0.006% | |
| 2/17/2025 | Point72 Asset Management L.P. | 125,812 | $26.88M | 0.1% | -32.8% | 0.191% | |
| 2/17/2025 | Point72 Europe London LLP | 60,358 | $12.89M | 0.7% | -0.8% | 0.092% | |
| 2/17/2025 | Point72 Hong Kong Ltd | 900 | $192K | 0.0% | -78.2% | 0.001% | |
