7/25/2025 | Atria Wealth Solutions Inc. | 4,062 | $1.35M | 0.0% | -56.5% | 0.004% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 729 | $242K | 0.0% | -17.0% | 0.001% | |
7/25/2025 | Delaney Dennis R | 20,927 | $6.95M | 3.6% | -3.5% | 0.019% | |
7/25/2025 | Sequoia Financial Advisors LLC | 5,435 | $1.81M | 0.0% | +15.0% | 0.005% | |
7/25/2025 | Yousif Capital Management LLC | 14,066 | $4.67M | 0.1% | -1.6% | 0.012% | |
7/25/2025 | MGO One Seven LLC | 679 | $226K | 0.0% | N/A | 0.001% | |
7/25/2025 | Bill Few Associates Inc. | 13,744 | $4.57M | 1.3% | -0.2% | 0.012% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 5,537 | $1.88M | 0.0% | -2.0% | 0.005% | |
7/25/2025 | Almanack Investment Partners LLC. | 1,094 | $363K | 0.1% | N/A | 0.001% | |
7/25/2025 | CWM LLC | 2,764 | $918K | 0.0% | +17.5% | 0.002% | |
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7/25/2025 | OFI Invest Asset Management | 4,676 | $1.55M | 0.0% | -1.8% | 0.004% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 14,748 | $4.92M | 0.1% | +8.1% | 0.013% | |
7/25/2025 | Concurrent Investment Advisors LLC | 2,232 | $741K | 0.0% | +132.0% | 0.002% | |
7/25/2025 | Johnson Investment Counsel Inc. | 1,382 | $459K | 0.0% | -2.9% | 0.001% | |
7/25/2025 | Apollon Wealth Management LLC | 3,795 | $1.26M | 0.0% | -23.7% | 0.003% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 1,171 | $389K | 0.0% | -10.5% | 0.001% | |
7/24/2025 | Trust Co. of Toledo NA OH | 380 | $126K | 0.0% | N/A | 0.000% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 736 | $250K | 0.0% | N/A | 0.001% | |
7/24/2025 | Aberdeen Group plc | 99,946 | $33.20M | 0.1% | +6.3% | 0.089% | |
7/24/2025 | Lmcg Investments LLC | 41,907 | $13.92M | 0.9% | -4.9% | 0.037% | |
7/24/2025 | Davis Rea LTD. | 5,586 | $1.86M | 0.5% | +8.5% | 0.005% | |
7/24/2025 | JFS Wealth Advisors LLC | 670 | $223K | 0.0% | -4.6% | 0.001% | |
7/24/2025 | Strengthening Families & Communities LLC | 831 | $276K | 0.2% | +52.8% | 0.001% | |
7/24/2025 | PDS Planning Inc | 886 | $294K | 0.0% | N/A | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 1,170 | $389K | 0.0% | N/A | 0.001% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 2,636 | $876K | 0.1% | +3.9% | 0.002% | |
7/24/2025 | L. Roy Papp & Associates LLP | 21,030 | $6.99M | 0.8% | +14.0% | 0.019% | |
7/24/2025 | Commerzbank Aktiengesellschaft FI | 877 | $292K | 0.0% | -79.8% | 0.001% | |
7/24/2025 | M. Kraus & Co | 32,586 | $10.82M | 3.2% | -0.3% | 0.029% | |
7/24/2025 | Vantage Point Financial LLC | 655 | $218K | 0.1% | N/A | 0.001% | |
7/24/2025 | IFP Advisors Inc | 1,427 | $476K | 0.0% | +2.7% | 0.001% | |
7/24/2025 | Callan Family Office LLC | 2,048 | $680K | 0.0% | N/A | 0.002% | |
7/24/2025 | Blair William & Co. IL | 276,929 | $91.99M | 0.3% | -4.3% | 0.246% | |
7/24/2025 | Kampmann Melissa S. | 11,868 | $3.94M | 3.0% | -1.7% | 0.011% | |
7/24/2025 | US Bancorp DE | 75,624 | $25.12M | 0.0% | -1.7% | 0.067% | |
7/23/2025 | Beaumont Asset Management L.L.C. | 4,379 | $1.46M | 0.8% | -2.0% | 0.004% | |
7/23/2025 | Hager Investment Management Services LLC | 1,940 | $644K | 0.4% | -2.2% | 0.002% | |
7/23/2025 | Notis McConarty Edward | 17,153 | $5.70M | 2.8% | -7.4% | 0.015% | |
7/23/2025 | Vontobel Holding Ltd. | 11,034 | $3.67M | 0.0% | -1.0% | 0.010% | |
7/23/2025 | Maryland State Retirement & Pension System | 5,500 | $1.83M | 0.0% | +2.7% | 0.005% | |
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7/23/2025 | Dempze Nancy E | 12,299 | $4.09M | 2.4% | -11.4% | 0.011% | |
7/23/2025 | Clear Creek Financial Management LLC | 625 | $208K | 0.0% | N/A | 0.001% | |
7/23/2025 | Bar Harbor Wealth Management | 10,136 | $3.37M | 0.2% | -74.2% | 0.009% | |
7/23/2025 | Puzo Michael J | 27,961 | $9.29M | 2.6% | -16.3% | 0.025% | |
7/23/2025 | Broderick Brian C | 38,052 | $12.64M | 2.5% | -15.3% | 0.034% | |
7/23/2025 | Kidder Stephen W | 25,196 | $8.37M | 2.5% | -14.2% | 0.022% | |
7/23/2025 | Somerville Kurt F | 50,887 | $16.90M | 2.8% | -8.1% | 0.045% | |
7/23/2025 | Louisiana State Employees Retirement System | 5,900 | $1.96M | 0.0% | -3.3% | 0.005% | |
7/23/2025 | DMC Group LLC | 1,080 | $359K | 0.3% | +8.0% | 0.001% | |
7/23/2025 | KLP Kapitalforvaltning AS | 40,970 | $13.61M | 0.1% | +4.1% | 0.036% | |
7/23/2025 | Roberts Wealth Advisors LLC | 13,169 | $4.37M | 1.3% | +0.4% | 0.012% | |
7/23/2025 | Trueblood Wealth Management LLC | 1,489 | $495K | 0.2% | -1.9% | 0.001% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 20,264 | $6.73M | 0.1% | -19.3% | 0.018% | |
7/22/2025 | Duncan Williams Asset Management LLC | 875 | $291K | 0.0% | N/A | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 2,720 | $904K | 0.0% | +34.5% | 0.002% | |
7/22/2025 | DAVENPORT & Co LLC | 423,233 | $140.35M | 0.8% | -0.2% | 0.375% | |
7/22/2025 | Global Assets Advisory LLC | 1,694 | $574K | 0.2% | N/A | 0.002% | |
7/22/2025 | Grimes & Company Inc. | 1,897 | $630K | 0.0% | -10.3% | 0.002% | |
7/22/2025 | Simplicity Wealth LLC | 2,415 | $802K | 0.0% | +173.8% | 0.002% | |
7/22/2025 | Chemung Canal Trust Co. | 633 | $210K | 0.0% | N/A | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 1,142 | $379K | 0.0% | N/A | 0.001% | |
7/22/2025 | Boston Common Asset Management LLC | 21,797 | $7.24M | 0.2% | -21.2% | 0.019% | |
7/22/2025 | Talbot Financial LLC | 29,908 | $9.94M | 0.9% | +16.3% | 0.027% | |
7/22/2025 | Clarius Group LLC | 1,347 | $447K | 0.0% | +13.7% | 0.001% | |
7/22/2025 | Accel Wealth Management | 690 | $229K | 0.1% | N/A | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 1,401 | $465K | 0.0% | -5.3% | 0.001% | |
7/22/2025 | Penobscot Investment Management Company Inc. | 4,488 | $1.49M | 0.1% | -4.3% | 0.004% | |
7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 9,309 | $3.09M | 0.3% | N/A | 0.008% | |
7/21/2025 | 111 Capital | 1,563 | $519K | 0.1% | -67.9% | 0.001% | |
7/21/2025 | Vaughan Nelson Investment Management L.P. | 98,456 | $32.70M | 0.3% | -19.9% | 0.087% | |
7/21/2025 | Ascent Group LLC | 4,848 | $1.61M | 0.1% | +12.4% | 0.004% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,329 | $442K | 0.0% | -2.7% | 0.001% | |
7/21/2025 | Abacus Planning Group Inc. | 1,014 | $337K | 0.0% | N/A | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 146,707 | $48.73M | 0.2% | -8.0% | 0.130% | |
7/21/2025 | Lecap Asset Management Ltd. | 4,513 | $1.50M | 0.5% | N/A | 0.004% | |
7/21/2025 | ASR Vermogensbeheer N.V. | 26,278 | $8.73M | 0.1% | -0.4% | 0.023% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 33,691 | $11.19M | 0.2% | +0.8% | 0.030% | |
7/18/2025 | McGuire Investment Group LLC | 15,864 | $5.27M | 0.7% | +0.4% | 0.014% | |
7/18/2025 | Pure Financial Advisors LLC | 1,699 | $564K | 0.0% | +4.0% | 0.002% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 399,309 | $132.64M | 0.2% | +720.8% | 0.354% | |
7/18/2025 | BSW Wealth Partners | 739 | $246K | 0.0% | N/A | 0.001% | |
7/18/2025 | BOCHK Asset Management Ltd | 800 | $266K | 0.1% | N/A | 0.001% | |
7/18/2025 | First Pacific Financial | 9,338 | $3.10M | 0.5% | N/A | 0.008% | |
7/18/2025 | Trust Co. of Vermont | 1,794 | $596K | 0.0% | +4.9% | 0.002% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 31,218 | $10.37M | 0.1% | -1.3% | 0.028% | |
7/18/2025 | Rogco LP | 139 | $46K | 0.0% | -26.5% | 0.000% | |
7/18/2025 | Childress Capital Advisors LLC | 680 | $226K | 0.1% | N/A | 0.001% | |
7/18/2025 | PFG Investments LLC | 3,364 | $1.12M | 0.1% | +71.2% | 0.003% | |
7/18/2025 | LBP AM SA | 47,606 | $15.81M | 0.2% | +137.6% | 0.042% | |
7/18/2025 | Sicart Associates LLC | 775 | $257K | 0.1% | -34.0% | 0.001% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
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7/18/2025 | Truist Financial Corp | 133,802 | $44.45M | 0.1% | -22.0% | 0.119% | |
7/17/2025 | Greenleaf Trust | 5,019 | $1.67M | 0.0% | -6.7% | 0.004% | |
7/17/2025 | Capital Investment Advisors LLC | 2,192 | $728K | 0.0% | +5.7% | 0.002% | |
7/17/2025 | HB Wealth Management LLC | 2,950 | $980K | 0.0% | -48.8% | 0.003% | |
7/17/2025 | Janney Montgomery Scott LLC | 45,058 | $14.97M | 0.0% | +7.1% | 0.040% | |
7/17/2025 | Venture Visionary Partners LLC | 5,636 | $1.87M | 0.1% | -76.1% | 0.005% | |
7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 608 | $202K | 0.0% | N/A | 0.001% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 2,988 | $992K | 0.1% | +10.3% | 0.003% | |
7/17/2025 | GC Wealth Management RIA LLC | 1,012 | $336K | 0.0% | N/A | 0.001% | |
7/17/2025 | V Square Quantitative Management LLC | 2,912 | $967K | 0.1% | -20.0% | 0.003% | |