4/26/2024 | SYSTM Wealth Solutions LLC | 2,050 | $46K | 0.0% | -72.3% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 61,833 | $1.38M | 0.0% | -1.6% | 0.000% | |
4/23/2024 | Oldfield Partners LLP | 502,489 | $11.19M | 1.5% | +8.5% | 0.000% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 91,559 | $2.04M | 0.6% | +21.4% | 0.010% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 4,075,291 | $90.72M | 0.1% | +0.7% | 0.000% | |
4/16/2024 | Kathmere Capital Management LLC | 33,433 | $744K | 0.1% | +38.6% | 0.000% | |
|
4/15/2024 | Janiczek Wealth Management LLC | 13,751 | $306K | 0.1% | +45.2% | 0.000% | |
4/15/2024 | DGS Capital Management LLC | 28,400 | $632K | 0.2% | +91.5% | 0.000% | |
4/9/2024 | Mather Group LLC. | 1,814 | $40K | 0.0% | N/A | 0.000% | |
4/5/2024 | CWM LLC | 3,130 | $70K | 0.0% | +24.4% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 26,717 | $688K | 0.0% | +5.4% | 0.000% | |
2/15/2024 | Harding Loevner LP | 4,477,848 | $114.17M | 0.6% | -1.4% | 0.000% | |
2/14/2024 | True Wealth Design LLC | 30,371 | $782K | 0.2% | +4.9% | 0.000% | |
2/13/2024 | Crossmark Global Holdings Inc. | 48,515 | $1.25M | 0.0% | -2.0% | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,939 | $76K | 0.0% | +529.3% | 0.000% | |
2/13/2024 | Martin Currie Ltd. | 874,515 | $22.53M | 0.7% | +1.1% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 6,211 | $160K | 0.0% | -7.7% | 0.000% | |
2/9/2024 | Orion Portfolio Solutions LLC | 42,987 | $1.08M | 0.0% | -24.7% | 0.000% | |
2/9/2024 | Team Hewins LLC | 10,776 | $278K | 0.0% | N/A | 0.000% | |
2/9/2024 | US Bancorp DE | 133,737 | $3.45M | 0.0% | +10.4% | 0.000% | |
2/9/2024 | Moreno Evelyn V | 8,090 | $208K | 0.1% | N/A | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,170 | $56K | 0.0% | +107.5% | 0.000% | |
2/9/2024 | Assetmark Inc. | 3,495 | $90K | 0.0% | -92.3% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 26,717 | $688K | 0.0% | +5.4% | 0.000% | |
2/8/2024 | Quadrant Capital Group LLC | 21,317 | $549K | 0.0% | +7.5% | 0.000% | |
2/8/2024 | KLR Investment Advisors LLC | 8,382 | $216K | 0.2% | +10.4% | 0.000% | |
2/8/2024 | Thornburg Investment Management Inc. | 29,841 | $759K | 0.0% | +5.5% | 0.000% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,202 | $366K | 0.0% | +25.7% | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 11,182 | $288K | 0.0% | -4.2% | 0.000% | |
2/7/2024 | Oldfield Partners LLP | 463,189 | $11.93M | 1.6% | +1.7% | 0.000% | |
2/6/2024 | Henry James International Management Inc. | 19,490 | $502K | 0.2% | -2.1% | 0.000% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 7,903 | $204K | 0.0% | N/A | 0.000% | |
2/6/2024 | Summit Global Investments | 31,663 | $816K | 0.1% | +90.4% | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 358,525 | $9.23M | 0.0% | +39.1% | 0.000% | |
2/6/2024 | West Family Investments Inc. | 17,298 | $446K | 0.2% | +33.0% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 23,835 | $614K | 0.1% | -29.7% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 72,569 | $1.87M | 0.0% | -11.7% | 0.000% | |
2/2/2024 | Truist Financial Corp | 43,459 | $1.12M | 0.0% | -16.1% | 0.000% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 217,234 | $5.60M | 0.0% | +28.3% | 0.000% | |
2/1/2024 | Marks Group Wealth Management Inc | 15,394 | $397K | 0.0% | +3.3% | 0.002% | |
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. |
2/1/2024 | CWM LLC | 2,517 | $65K | 0.0% | +153.0% | 0.000% | |
2/1/2024 | Lindbrook Capital LLC | 1,716 | $44K | 0.0% | -77.5% | 0.000% | |
1/30/2024 | DGS Capital Management LLC | 14,834 | $382K | 0.1% | -37.5% | 0.000% | |
1/29/2024 | NewEdge Wealth LLC | 7,903 | $204K | 0.0% | N/A | 0.000% | |
1/29/2024 | Janiczek Wealth Management LLC | 9,473 | $244K | 0.1% | +4.6% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 9,301 | $240K | 0.0% | -34.5% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 39,637 | $1.02M | 0.0% | +204.7% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 4,045,021 | $104.20M | 0.2% | -0.2% | 0.000% | |
1/25/2024 | BSW Wealth Partners | 9,594 | $247K | 0.0% | N/A | 0.000% | |
1/24/2024 | Augustine Asset Management Inc. | 59,964 | $1.55M | 0.7% | +4.9% | 0.000% | |
1/23/2024 | Ballentine Partners LLC | 11,764 | $303K | 0.0% | +36.9% | 0.000% | |
1/23/2024 | UMB Bank n.a. | 969 | $25K | 0.0% | -38.3% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 42,062 | $1.08M | 0.0% | -3.1% | 0.000% | |
1/19/2024 | Fifth Third Bancorp | 62,812 | $1.62M | 0.0% | -2.8% | 0.000% | |
1/19/2024 | Manning & Napier Group LLC | 107,123 | $2.76M | 0.0% | -3.8% | 0.000% | |
1/18/2024 | Caprock Group LLC | 14,953 | $385K | 0.0% | +4.6% | 0.000% | |
1/18/2024 | Ritholtz Wealth Management | 25,737 | $663K | 0.0% | N/A | 0.000% | |
1/18/2024 | Northcape Capital Pty Ltd | 326,943 | $8.42M | 1.0% | -8.0% | 0.000% | |
1/16/2024 | Pacer Advisors Inc. | 46,122 | $1.19M | 0.0% | +46.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 53,894 | $1.39M | 0.0% | +34.1% | 0.000% | |
1/11/2024 | Whittier Trust Co. | 24,100 | $621K | 0.0% | +45.6% | 0.000% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 75,428 | $1.94M | 0.6% | +7.3% | 0.000% | |
1/9/2024 | Boston Common Asset Management LLC | 47,730 | $1.23M | 0.0% | -1.7% | 0.000% | |
12/6/2023 | Citigroup Inc. | 221,001 | $5.33M | 0.0% | +44.9% | 0.025% | |
11/30/2023 | American Century Companies Inc. | 372,213 | $8.97M | 0.0% | +14.7% | 0.000% | |
11/15/2023 | Ramirez Asset Management Inc. | 105,856 | $2.55M | 0.5% | N/A | 0.000% | |
11/15/2023 | Altrinsic Global Advisors LLC | 23,807 | $574K | 0.0% | +39.2% | 0.000% | |
11/15/2023 | Augustine Asset Management Inc. | 57,160 | $1.38M | 0.6% | -2.1% | 0.000% | |
11/14/2023 | Itau Unibanco Holding S.A. | 10,880 | $262K | 0.0% | -50.7% | 0.000% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 70,411 | $1.70M | 0.0% | -43.4% | 0.000% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 387,085 | $9.33M | 0.0% | +71.7% | 0.000% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 26,970 | $650K | 0.0% | +2.2% | 0.000% | |
11/13/2023 | True Wealth Design LLC | 28,962 | $698K | 0.2% | +3.7% | 0.000% | |
11/13/2023 | Mariner LLC | 58,465 | $1.41M | 0.0% | +8.9% | 0.000% | |
11/13/2023 | Martin Currie Ltd. | 864,673 | $20.84M | 0.7% | +4.5% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 711,091 | $17.14M | 0.0% | +42.1% | 0.000% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,298 | $272K | 0.0% | N/A | 0.000% | |
11/13/2023 | QRG Capital Management Inc. | 11,672 | $281K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 25,350 | $611K | 0.0% | -2.5% | 0.000% | |
11/9/2023 | Citigroup Inc. | 221,001 | $5.33M | 0.0% | +44.9% | 0.000% | |
11/9/2023 | UBS Group AG | 117,683 | $2.84M | 0.0% | +78.3% | 0.000% | |
11/9/2023 | Canada Pension Plan Investment Board | 40,100 | $966K | 0.0% | N/A | 0.000% | |
11/8/2023 | State of New Jersey Common Pension Fund D | 169,357 | $4.08M | 0.0% | +2.2% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 11,443 | $275K | 0.0% | -18.8% | 0.000% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 17,343 | $418K | 0.0% | -14.8% | 0.000% | |
11/8/2023 | Van ECK Associates Corp | 82,230 | $1.98M | 0.0% | +12.9% | 0.000% | |
11/8/2023 | Sequoia Financial Advisors LLC | 13,007 | $313K | 0.0% | -19.1% | 0.000% | |
11/8/2023 | KLR Investment Advisors LLC | 7,594 | $183K | 0.2% | N/A | 0.000% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 19,177 | $462K | 0.0% | -9.3% | 0.000% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 87,768 | $2.12M | 0.0% | -5.8% | 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. |
11/8/2023 | Keybank National Association OH | 36,658 | $883K | 0.0% | -2.6% | 0.000% | |
11/4/2023 | EverSource Wealth Advisors LLC | 1,046 | $25K | 0.0% | -70.5% | 0.000% | |
11/4/2023 | Signaturefd LLC | 11,437 | $276K | 0.0% | -12.3% | 0.000% | |
11/2/2023 | West Family Investments Inc. | 13,008 | $313K | 0.1% | -40.7% | 0.000% | |
11/1/2023 | Orion Portfolio Solutions LLC | 57,071 | $1.38M | 0.0% | -2.6% | 0.006% | |
11/1/2023 | Legacy Wealth Asset Management LLC | 70,265 | $1.69M | 0.6% | -4.2% | 0.008% | |
10/31/2023 | Aubrey Capital Management Ltd | 12,000 | $289K | 0.2% | N/A | 0.000% | |
10/31/2023 | Fifth Third Bancorp | 64,632 | $1.56M | 0.0% | +1.2% | 0.000% | |
10/30/2023 | Congress Wealth Management LLC DE | 11,989 | $289K | 0.0% | -33.9% | 0.000% | |
10/30/2023 | First Trust Direct Indexing L.P. | 33,919 | $817K | 0.1% | +101.5% | 0.000% | |