| 4/26/2024 | Barton Investment Management | 2,041,944 | $157.58M | 19.1% | -2.3% | 0.159% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 6,501 | $502K | 0.1% | +54.1% | 0.001% | |
| 4/26/2024 | SYSTM Wealth Solutions LLC | 11,686 | $902K | 0.1% | +284.8% | 0.001% | |
| 4/26/2024 | Davies Financial Advisors Inc. | 2,653 | $205K | 0.2% | N/A | 0.000% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 4,178 | $322K | 0.0% | +4.0% | 0.000% | |
| 4/26/2024 | Latitude Advisors LLC | 5,648 | $436K | 0.3% | +5.6% | 0.000% | |
|
| 4/26/2024 | Bogart Wealth LLC | 68,816 | $5.31M | 0.3% | +3.8% | 0.005% | |
| 4/25/2024 | Lindbrook Capital LLC | 7,535 | $581K | 0.1% | +15.0% | 0.001% | |
| 4/25/2024 | Bank of New York Mellon Corp | 5,144,520 | $397.00M | 0.1% | -2.4% | 0.400% | |
| 4/25/2024 | Equitable Trust Co. | 240,925 | $18.59M | 1.3% | -1.0% | 0.019% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 4,498 | $347K | 0.0% | -6.7% | 0.000% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 412,446 | $31.83M | 0.1% | -0.1% | 0.032% | |
| 4/25/2024 | Aubrey Capital Management Ltd | 58,300 | $4.50M | 1.6% | +9.0% | 0.005% | |
| 4/25/2024 | Benedict Financial Advisors Inc. | 4,483 | $346K | 0.1% | +20.2% | 0.000% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 14,601 | $1.06M | 0.0% | -12.6% | 0.001% | |
| 4/25/2024 | Kercheville Advisors LLC | 27,235 | $2.10M | 1.0% | +27.4% | 0.002% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 284,850 | $21.98M | 0.1% | +12.7% | 0.022% | |
| 4/24/2024 | Private Trust Co. NA | 8,816 | $680K | 0.1% | -7.0% | 0.001% | |
| 4/24/2024 | CENTRAL TRUST Co | 770 | $59K | 0.0% | -24.7% | 0.000% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 10,000 | $772K | 0.3% | -42.3% | 0.001% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 734 | $57K | 0.0% | -18.0% | 0.000% | |
| 4/24/2024 | Zullo Investment Group Inc. | 9,765 | $754K | 0.4% | -9.3% | 0.001% | |
| 4/24/2024 | Simplicity Wealth LLC | 19,755 | $1.52M | 0.0% | N/A | 0.002% | |
| 4/24/2024 | Avitas Wealth Management LLC | 21,770 | $1.68M | 0.3% | -1.5% | 0.002% | |
| 4/24/2024 | Spire Wealth Management | 28,082 | $2.17M | 0.1% | +13.4% | 0.002% | |
| 4/24/2024 | Essex Financial Services Inc. | 4,057 | $313K | 0.0% | -13.1% | 0.000% | |
| 4/24/2024 | Assenagon Asset Management S.A. | 36,390 | $2.82M | 0.0% | +0.9% | 0.003% | |
| 4/23/2024 | Global Retirement Partners LLC | 9,999 | $772K | 0.0% | +8.3% | 0.001% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 4,178 | $322K | 0.2% | -10.4% | 0.000% | |
| 4/23/2024 | Covenant Asset Management LLC | 105,337 | $8.13M | 1.3% | -0.6% | 0.008% | |
| 4/23/2024 | Moody Lynn & Lieberson LLC | 30,749 | $2.37M | 0.2% | -20.9% | 0.002% | |
| 4/23/2024 | Canvas Wealth Advisors LLC | 4,246 | $328K | 0.1% | +12.4% | 0.000% | |
| 4/23/2024 | Venturi Wealth Management LLC | 11,042 | $852K | 0.1% | -1.3% | 0.001% | |
| 4/23/2024 | Cherry Creek Investment Advisors Inc. | 12,718 | $981K | 0.5% | +1.3% | 0.001% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 4,549 | $351K | 0.0% | -6.0% | 0.000% | |
| 4/23/2024 | Fifth Third Bancorp | 8,546 | $659K | 0.0% | +4.0% | 0.001% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 3,420 | $264K | 0.1% | -9.0% | 0.000% | |
| 4/23/2024 | Wesbanco Bank Inc. | 79,558 | $6.14M | 0.2% | N/A | 0.006% | |
| 4/23/2024 | Summit Trail Advisors LLC | 3,350 | $259K | 0.0% | +10.0% | 0.000% | |
| 4/23/2024 | Regatta Capital Group LLC | 6,668 | $515K | 0.1% | -6.6% | 0.001% | |
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| 4/23/2024 | Strategic Blueprint LLC | 6,350 | $490K | 0.0% | +5.9% | 0.000% | |
| 4/23/2024 | Wealth Effects LLC | 7,145 | $551K | 0.2% | -20.4% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 391,316 | $30.20M | 0.0% | -2.5% | 0.030% | |
| 4/23/2024 | StoneCrest Wealth Management Inc. | 15,335 | $1.18M | 1.0% | +2.7% | 0.001% | |
| 4/23/2024 | Sapient Capital LLC | 3,656 | $282K | 0.0% | -40.3% | 0.000% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 4,877 | $376K | 0.1% | N/A | 0.000% | |
| 4/22/2024 | Intrinsic Value Partners LLC | 13,911 | $1.07M | 1.1% | -19.0% | 0.001% | |
| 4/22/2024 | Nilsine Partners LLC | 12,336 | $952K | 0.1% | +18.1% | 0.001% | |
| 4/22/2024 | Raymond James & Associates | 1,035,152 | $79.88M | 0.1% | +2.6% | 0.080% | |
| 4/22/2024 | Arthur M. Cohen & Associates LLC | 40,662 | $3.14M | 0.7% | +8.5% | 0.003% | |
| 4/22/2024 | Strategic Advisors LLC | 7,188 | $555K | 0.1% | -72.7% | 0.001% | |
| 4/20/2024 | Maryland State Retirement & Pension System | 60,866 | $4.70M | 0.1% | +53.0% | 0.005% | |
| 4/19/2024 | Teamwork Financial Advisors LLC | 4,906 | $379K | 0.1% | -2.9% | 0.000% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 2,728 | $211K | 0.0% | +5.8% | 0.000% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 15,086 | $1.16M | 0.1% | +8.2% | 0.001% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 13,524 | $1.04M | 0.1% | +20.1% | 0.001% | |
| 4/19/2024 | Advisor Resource Council | 5,510 | $429K | 0.2% | -71.2% | 0.000% | |
| 4/19/2024 | Pachira Investments Inc. | 5,354 | $413K | 0.3% | -24.4% | 0.000% | |
| 4/19/2024 | DMC Group LLC | 14,659 | $1.13M | 1.0% | +8.6% | 0.001% | |
| 4/19/2024 | Norden Group LLC | 46,886 | $3.62M | 0.0% | N/A | 0.004% | |
| 4/19/2024 | Westside Investment Management Inc. | 44,040 | $3.41M | 0.8% | -5.0% | 0.003% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 9,675 | $747K | 0.1% | +21.4% | 0.001% | |
| 4/19/2024 | Valley National Advisers Inc. | 1,482 | $114K | 0.0% | +11.4% | 0.000% | |
| 4/19/2024 | BluePath Capital Management LLC | 6,327 | $488K | 0.4% | -4.5% | 0.000% | |
| 4/19/2024 | Redmont Wealth Advisors LLC | 546 | $42K | 0.1% | N/A | 0.000% | |
| 4/19/2024 | Leeward Financial Partners LLC | 2,995 | $231K | 0.1% | -31.4% | 0.000% | |
| 4/19/2024 | Valeo Financial Advisors LLC | 14,635 | $1.13M | 0.0% | -12.4% | 0.001% | |
| 4/19/2024 | Sivia Capital Partners LLC | 6,901 | $533K | 0.4% | +6.9% | 0.001% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 7,510,342 | $580.70M | 0.4% | -10.3% | 0.584% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 6,195 | $478K | 0.1% | +6.6% | 0.000% | |
| 4/18/2024 | Oxinas Partners Wealth Management LLC | 4,823 | $372K | 0.2% | -7.2% | 0.000% | |
| 4/18/2024 | CAP Partners LLC | 16,538 | $1.28M | 1.1% | +4.0% | 0.001% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 187,949 | $14.50M | 0.0% | -27.6% | 0.015% | |
| 4/18/2024 | Claro Advisors LLC | 2,765 | $213K | 0.0% | -21.3% | 0.000% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 3,444 | $266K | 0.0% | +10.1% | 0.000% | |
| 4/18/2024 | SteelPeak Wealth LLC | 53,491 | $4.13M | 0.2% | +28.4% | 0.004% | |
| 4/17/2024 | Fiduciary Alliance LLC | 6,557 | $513K | 0.1% | +128.7% | 0.001% | |
| 4/17/2024 | Cornerstone Wealth Group LLC | 3,812 | $294K | 0.0% | -6.2% | 0.000% | |
| 4/17/2024 | Winthrop Advisory Group LLC | 4,785 | $369K | 0.1% | +5.5% | 0.000% | |
| 4/17/2024 | First Bank & Trust | 4,960 | $383K | 0.1% | -52.9% | 0.000% | |
| 4/17/2024 | Griffin Asset Management Inc. | 11,115 | $858K | 0.1% | -6.6% | 0.001% | |
| 4/16/2024 | MCF Advisors LLC | 2,120 | $164K | 0.0% | +15.2% | 0.000% | |
| 4/16/2024 | KRS Capital Management LLC | 5,380 | $415K | 0.3% | +18.8% | 0.000% | |
| 4/16/2024 | Harbour Capital Advisors LLC | 6,825 | $533K | 0.1% | +24.7% | 0.001% | |
| 4/16/2024 | AMF Tjanstepension AB | 683,826 | $52.93M | 0.4% | -0.7% | 0.053% | |
| 4/16/2024 | Addenda Capital Inc. | 857,658 | $66.19M | 3.1% | +16.9% | 0.067% | |
| 4/16/2024 | Powell Investment Advisors LLC | 3,635 | $281K | 0.1% | -24.8% | 0.000% | |
| 4/16/2024 | Cypress Wealth Services LLC | 16,030 | $1.24M | 0.3% | -7.4% | 0.001% | |
| 4/16/2024 | Procyon Advisors LLC | 45,366 | $3.50M | 0.3% | +2.4% | 0.004% | |
| 4/16/2024 | PFS Partners LLC | 1,527 | $118K | 0.1% | -29.3% | 0.000% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 4,340 | $335K | 0.0% | +5.3% | 0.000% | |
| 4/15/2024 | Revolve Wealth Partners LLC | 18,697 | $1.44M | 0.2% | N/A | 0.001% | |
| 4/15/2024 | Brookstone Capital Management | 7,646 | $590K | 0.0% | +3.5% | 0.001% | |
| 4/15/2024 | RMR Wealth Builders | 11,059 | $853K | 0.1% | +13.7% | 0.001% | |
| 4/15/2024 | Sunbelt Securities Inc. | 13,484 | $1.04M | 0.1% | -26.8% | 0.001% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 3,294 | $254K | 0.0% | -22.2% | 0.000% | |
| 4/15/2024 | Arkfeld Wealth Strategies L.L.C. | 5,248 | $378K | 0.2% | +70.4% | 0.000% | |
| 4/13/2024 | Evanson Asset Management LLC | 10,045 | $775K | 0.1% | +2.9% | 0.001% | |
| 4/12/2024 | Wealth Management Partners LLC | 14,602 | $1.13M | 0.6% | +4.9% | 0.001% | |
| 4/12/2024 | Nepsis Inc. | 302,735 | $23.36M | 6.3% | -9.0% | 0.024% | |
