7/1/2025 | Legacy Wealth Management LLC MS | 52,848 | $1.53M | 0.5% | -13.4% | 0.001% | |
7/1/2025 | Park National Corp OH | 63,550 | $1.84M | 0.1% | +1.2% | 0.001% | |
7/1/2025 | Harbor Investment Advisory LLC | 19,958 | $578K | 0.0% | +7.8% | 0.000% | |
7/1/2025 | Burkett Financial Services LLC | 82,375 | $2.38M | 0.9% | +13.0% | 0.001% | |
7/1/2025 | Private Client Services LLC | 15,350 | $444K | 0.2% | +72.1% | 0.000% | |
7/1/2025 | BancFirst Trust & Investment Management | 9,574 | $269K | 0.1% | -8.3% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 64,280 | $1.86M | 0.3% | -2.0% | 0.001% | |
6/30/2025 | Pensionfund Sabic | 89,500 | $2.53M | 0.8% | -21.1% | 0.001% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 265,496 | $7.38M | 0.4% | N/A | 0.004% | |
6/23/2025 | Swedbank AB | 3,288,421 | $93.00M | 0.1% | -2.9% | 0.046% | |
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6/18/2025 | Voya Investment Management LLC | 13,783,497 | $389.80M | 0.4% | +40.2% | 0.192% | |
6/17/2025 | Howe & Rusling Inc. | 11,645 | $329K | 0.0% | +9.1% | 0.000% | |
6/10/2025 | Compass Financial Services Inc | 3,812 | $108K | 0.1% | +86.8% | 0.000% | |
6/9/2025 | 1248 Management LLC | 1,758 | $50K | 0.0% | N/A | 0.000% | |
6/6/2025 | Nicola Wealth Management LTD. | 755,400 | $21.36M | 2.1% | -27.4% | 0.010% | |
6/5/2025 | Cim LLC | 7,824 | $221K | 0.0% | N/A | 0.000% | |
6/4/2025 | First Hawaiian Bank | 7,797 | $220K | 0.0% | -94.4% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 3,982 | $113K | 0.0% | +12.6% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 47,968 | $1.36M | 0.1% | -2.0% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 83,683 | $2.37M | 0.1% | +12.5% | 0.001% | |
5/28/2025 | Strs Ohio | 2,157,711 | $61.02M | 0.3% | N/A | 0.030% | |
5/28/2025 | Ellsworth Advisors LLC | 232,290 | $6.57M | 1.7% | N/A | 0.003% | |
5/28/2025 | Wealth Management Associates Inc. | 226,046 | $6.39M | 2.7% | +0.8% | 0.003% | |
5/28/2025 | Intrua Financial LLC | 122,238 | $3.46M | 0.5% | +2.5% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 98,590 | $2.79M | 0.2% | -3.9% | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 19,629 | $555K | 0.0% | +4.1% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 7,670 | $217K | 0.0% | N/A | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 35,711 | $1.01M | 0.2% | +51.7% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 33,590 | $950K | 0.3% | -1.9% | 0.000% | |
5/22/2025 | WBI Investments LLC | 200,917 | $5.68M | 1.5% | +46.7% | 0.003% | |
5/21/2025 | Indiana Trust & Investment Management Co | 9,201 | $260K | 0.1% | +8.3% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 10,455 | $296K | 0.0% | N/A | 0.000% | |
5/21/2025 | Reliant Investment Partners LLC | 21,259 | $601K | 0.6% | +2.5% | 0.000% | |
5/21/2025 | McAdam LLC | 36,118 | $1.02M | 0.1% | +10.8% | 0.001% | |
5/21/2025 | Acadian Asset Management LLC | 9,082,761 | $256.83M | 0.7% | +464.5% | 0.126% | |
5/21/2025 | Geneos Wealth Management Inc. | 118,172 | $3.34M | 0.1% | +4.0% | 0.002% | |
5/21/2025 | IFM Investors Pty Ltd | 1,372,367 | $38.81M | 0.4% | +0.2% | 0.019% | |
5/20/2025 | Acorns Advisers LLC | 9,936 | $281K | 0.0% | +4.2% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 131,168 | $3.71M | 0.2% | -13.6% | 0.002% | |
5/20/2025 | Intech Investment Management LLC | 403,792 | $11.42M | 0.1% | +6.9% | 0.006% | |
379 passengers walked away from this (Ad) Elon Musk just wrote a $51 million check to back this material’s next phase…
Because it’s not just saving lives in aviation — it’s solving the biggest flaw in AI.
And only one U.S. company has the patent. Chris Rowe breaks the story in this urgent briefing: Watch before it disappears. |
5/20/2025 | Focus Partners Wealth | 1,287,754 | $36.42M | 0.1% | +4.2% | 0.018% | |
5/20/2025 | Flaharty Asset Management LLC | 7,039 | $199K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 111,384 | $3.15M | 0.1% | +111.7% | 0.002% | |
5/20/2025 | Ransom Advisory Ltd | 1,420 | $40K | 0.0% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 50,943 | $1.44M | 0.1% | +36.6% | 0.001% | |
5/20/2025 | Glenview Trust co | 97,321 | $2.75M | 0.1% | -1.5% | 0.001% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 1,314,000 | $37.16M | 0.3% | +9.0% | 0.018% | |
5/20/2025 | Plato Investment Management Ltd | 161,964 | $4.63M | 0.4% | +8.7% | 0.002% | |
5/19/2025 | SageView Advisory Group LLC | 98,129 | $2.78M | 0.1% | -3.9% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 81,027 | $2.29M | 0.1% | -2.0% | 0.001% | |
5/19/2025 | Game Plan Financial Advisors LLC | 62,805 | $1.78M | 0.9% | +2.8% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 11,419 | $323K | 0.0% | N/A | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 55,216,190 | $1.56B | 0.4% | +3.3% | 0.767% | |
5/19/2025 | DCM Advisors LLC | 85,816 | $2.40M | 1.3% | -7.2% | 0.001% | |
5/19/2025 | Optimize Financial Inc | 51,568 | $1.46M | 0.5% | +10.9% | 0.001% | |
5/16/2025 | Woodline Partners LP | 557,042 | $15.75M | 0.1% | -44.7% | 0.008% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 4,435,404 | $125.43M | 1.0% | +207.4% | 0.062% | |
5/16/2025 | McIlrath & Eck LLC | 14,837 | $420K | 0.1% | +52.1% | 0.000% | |
5/16/2025 | Semmax Financial Advisors Inc. | 2,515 | $70K | 0.0% | +39.7% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 475,598 | $13.45M | 0.2% | -0.8% | 0.007% | |
5/16/2025 | Logan Capital Management Inc. | 652,132 | $18.44M | 0.8% | -21.2% | 0.009% | |
5/16/2025 | HFM Investment Advisors LLC | 1,156 | $33K | 0.0% | N/A | 0.000% | |
5/16/2025 | Faithward Advisors LLC | 26,644 | $754K | 0.1% | -7.2% | 0.000% | |
5/16/2025 | MBB Public Markets I LLC | 11,879 | $336K | 0.0% | N/A | 0.000% | |
5/16/2025 | Adalta Capital Management LLC | 5,785 | $164K | 0.1% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 301,077 | $8.51M | 0.4% | +95.1% | 0.004% | |
5/16/2025 | RNC Capital Management LLC | 2,903,196 | $82.10M | 4.2% | -0.2% | 0.040% | |
5/16/2025 | Coppell Advisory Solutions LLC | 8,532 | $233K | 0.0% | +23.9% | 0.000% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 134,481 | $3.80M | 0.2% | -1.6% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 60,643 | $1.70M | 0.1% | +2.9% | 0.001% | |
5/16/2025 | Great Lakes Advisors LLC | 58,222 | $1.65M | 0.0% | -3.3% | 0.001% | |
5/16/2025 | Caxton Associates LLP | 146,172 | $4.13M | 0.1% | N/A | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 38,733 | $1.10M | 0.0% | +23.3% | 0.001% | |
5/16/2025 | Voleon Capital Management LP | 180,456 | $5.10M | 0.4% | -47.6% | 0.003% | |
5/16/2025 | Everstar Asset Management LLC | 8,675 | $259K | 0.0% | N/A | 0.000% | |
5/16/2025 | Challenger Wealth Management | 8,253 | $233K | 0.2% | N/A | 0.000% | |
5/16/2025 | First Dallas Securities Inc. | 91,684 | $2.59M | 1.1% | +2.3% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 40,850 | $1.16M | 0.0% | -3.3% | 0.001% | |
5/16/2025 | Guardian Partners Inc. | 9,620 | $262K | 0.0% | -17.5% | 0.000% | |
5/16/2025 | Kestra Investment Management LLC | 31,454 | $890K | 0.0% | +74.9% | 0.000% | |
5/16/2025 | Cape Investment Advisory Inc. | 12,236 | $346K | 0.1% | +51.4% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 38,408 | $1.09M | 0.0% | -94.5% | 0.001% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 21,202 | $600K | 0.1% | -50.1% | 0.000% | |
5/16/2025 | Teewinot Capital Advisers L.L.C. | 74,818 | $2.12M | 0.2% | N/A | 0.001% | |
5/16/2025 | Teza Capital Management LLC | 9,626 | $272K | 0.1% | N/A | 0.000% | |
5/16/2025 | Third Point LLC | 3,775,000 | $105.64M | 1.6% | N/A | 0.052% | |
5/16/2025 | Tiptree Advisors LLC | 150,000 | $4.24M | 3.5% | N/A | 0.002% | |
5/16/2025 | UniSuper Management Pty Ltd | 2,725,007 | $77.06M | 0.6% | +38.0% | 0.038% | |
5/16/2025 | Sessa Capital IM L.P. | 2,916,191 | $82.47M | 3.2% | -20.5% | 0.041% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 18,805 | $532K | 0.1% | +9.1% | 0.000% | |
379 passengers walked away from this (Ad) Elon Musk just wrote a $51 million check to back this material’s next phase…
Because it’s not just saving lives in aviation — it’s solving the biggest flaw in AI.
And only one U.S. company has the patent. Chris Rowe breaks the story in this urgent briefing: Watch before it disappears. |
5/16/2025 | Rise Advisors LLC | 6,177 | $175K | 0.1% | +7.7% | 0.000% | |
5/16/2025 | Royal Capital Wealth Management LLC | 7,138 | $202K | 0.1% | N/A | 0.000% | |
5/16/2025 | Ruggaard & Associates LLC | 7,962 | $225K | 0.1% | N/A | 0.000% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 309,417 | $8.75M | 0.6% | -16.9% | 0.004% | |
5/16/2025 | Pacific Center for Financial Services | 39,200 | $1.11M | 0.3% | -2.4% | 0.001% | |
5/16/2025 | Pingora Partners LLC | 139,595 | $3.95M | 2.9% | -1.3% | 0.002% | |
5/16/2025 | Plancorp LLC | 43,712 | $1.24M | 0.0% | +19.5% | 0.001% | |
5/16/2025 | Polar Asset Management Partners Inc. | 441,800 | $12.49M | 0.3% | N/A | 0.006% | |
5/16/2025 | New England Asset Management Inc. | 281,930 | $7.97M | 1.3% | +0.6% | 0.004% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 907,402 | $25.66M | 0.2% | +1.2% | 0.013% | |